Civic Intelligence

Melvin and Romona Morris Family

EIN 83-6701615 • El Segundo, CA

400 Continental Blvd 6090El Segundo, CA 90250
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

43rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

44th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$500k-$1M nonprofits • Source year 2024

Net Margin

9th percentile

-54%

Higher net margin than 9% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

$500k-$1M nonprofits • Source year 2024

Asset Growth

33rd percentile

-2.5%

Faster asset growth than 33% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

83rd percentile

64%

Faster revenue growth than 83% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Down

$815,214

Down $20,717 (-2.5%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$815,214

Down $20,717 (-2.5%) from 2023

Operations
Liabilities / Revenue44th percentileNet Margin9th percentile

Revenue

Up

$38,090

Up $14,801 (+64%) from 2023

Expenses

Up

$58,807

Up $2,538 (+4.5%) from 2023

Net Income

Up

-$20,717

Up $12,263 (+37%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth33rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2019: $1,010,785Liabilities 2019: $02019Assets 2020: $928,560Liabilities 2020: $0Net Assets 2020: $928,5602020Assets 2021: $936,602Liabilities 2021: $0Net Assets 2021: $936,6022021Assets 2022: $868,911Liabilities 2022: $0Net Assets 2022: $868,9112022Assets 2023: $835,931Liabilities 2023: $0Net Assets 2023: $835,9312023Assets 2024: $815,214Liabilities 2024: $0Net Assets 2024: $815,2142024

Highlighted filing

2024

Assets$815,214
Liabilities$0
Net Assets$815,214
Open 2024 Filing

Operations Trend

Revenue Growth83rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2019: $1,014,139Expenses 2019: $3,354Net Income 2019: $1,010,7852019Revenue 2020: $18,517Expenses 2020: $100,742Net Income 2020: -$82,2252020Revenue 2021: $110,383Expenses 2021: $101,841Net Income 2021: $8,5422021Revenue 2022: $3,271Expenses 2022: $70,962Net Income 2022: -$67,6912022Revenue 2023: $23,289Expenses 2023: $56,269Net Income 2023: -$32,9802023Revenue 2024: $38,090Expenses 2024: $58,807Net Income 2024: -$20,7172024

Highlighted filing

2024

Revenue$38,090
Expenses$58,807
Net Income-$20,717
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$815,214
Liabilities
$0
Net assets
$815,214
Revenue
$38,090
Expenses
$58,807
Net income
-$20,717
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.04$0.06$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.02$0.06$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.00$0.07$0.07
2021Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.11$0.10$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.02$0.10$0.08
2019Summary only. Only limited summary data is available for this year.$1.01$0.00$1.01$0.00$1.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 14, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LISA M JONESTrusteePT$0--
LESLIE D JONESTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Melvin and Romona Morris Family
EIN
83-6701615
Phone
2026698017
Address
400 CONTINENTAL BLVD 6090, EL SEGUNDO, CA 90250

Signing Officer

Name
Lisa Morris Jones
Title
Trustee
Phone
2026698017
Signed
2025-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Pbmares Llp
Address
12150 MONUMENT DRIVE SUITE 350, FAIRFAX, VA 22033
Preparer
Maura H Lange CPA
Phone
7033858577
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IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0835931
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0815214
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt043644
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt043644
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt043644
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt044043
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0399
IRS990PF/DistributableAmountGrp/TotalTaxAmt0399
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt082
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0399
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0399
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0399
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0317
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt082
IRS990PF/FMVAssetsEOYAmt0859425
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt0145
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt054
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt0145
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt0145
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0115219
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0131362
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0184288
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0410770
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0581766
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0574976
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0835931
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0815214
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt054456
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt06135
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt06135
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0835931
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0815214
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0859425
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0835931
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0815214
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0835931
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0815214
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0255432
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt095806
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt093881
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0894283
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt030673
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0863610
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt013414
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt044043
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0880869
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0894283
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt07.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt17.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0LISA M JONES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1LESLIE D JONES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0400 CONTINENTAL BLVD STE 6090
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1400 CONTINENTAL BLVD STE 6090
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0EL SEGUNDO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1EL SEGUNDO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd090250
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd190250
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt046150
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt046150
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0MELVIN AND ROMONA FAMILY FOUNDATION
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0400 CONTINENTAL BLVD STE 6090
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0EL SEGUNDO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd090250
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum02026698017
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt010500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt111000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt211000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt310500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1BERNICE JONES NURSING SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2SCHOLARSHIPS AT SOUTHERN UNIVERSITY, BATON ROUGE FOR UNDERGRADUATE STUDENTS AT THE COLLEGE OF BUSINESS AND SCHOOL OF EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3THE YOUNG CENTER FOR ACADEMIC & CULTURAL ENRICHMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0EQUAL JUSTICE INITIATIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1MABLEAN EPHRIAM FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2SOUTHERN FOUNDATOIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3YOUNG CENTER FOR ACADEMIC & CULTURAL ENRICHMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE

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