Morris Family Foundation

990PF • Fiscal year 2013 • EIN 93-1230039

Jul 01, 2012 to Jun 30, 2013 • Filed on Nov 14, 2013

Organization Profile

839 Alder Creek Drive97504

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

0.00x

Higher debt load relative to assets than 24% of similar nonprofits.

2013 filings • $5M-$10M nonprofits • Source year 2013

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2013

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

$510

Higher top officer pay than 32% of similar nonprofits.

2013 filings • $5M-$10M nonprofits • Source year 2013

-2.2%

Faster asset growth than 27% of similar nonprofits.

2013 filings • $5M-$10M nonprofits • Annualized from 2012 to 2013

No value available

No valid filing value is available for this score.

Balance Sheet

Liabilities / Assets24th percentile

Assets

Down

$7,418,486

Down $169,970 (-2.2%) from 2012

Net Assets

Down

$7,410,674

Down $169,802 (-2.2%) from 2012

Liabilities

Down

$7,812

Down $168 (-2.1%) from 2012

Revenue And Expenses

Liabilities / RevenueScore unavailable Net MarginScore unavailable

Revenue

No earlier filing loaded for comparison.

Expenses

$561,209

Up $92,122 (+20%) from 2012

Net Income

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

Highlighted filing

2013

Assets$7,418,486

Liabilities$7,812

Net Assets$7,410,674

Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2013

Revenue-

Expenses$561,209

Net Income-

Open 2013 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2012 to Jun 30, 2013
Signed: Nov 14, 2013
Return Version: 2012v2.1

Compensation and Service Providers

Top Officer Pay32nd percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
GARY ROSENBERGER	President	-	$510	-	$510
JEAN MILLER	Vice President	-	$510	-	$510
ERICK LIEDER	Secretary	-	$510	-	$510
RICHARD ENTINGER	Treasurer	-	$510	-	$510
PAM MURPHY	Executive Director	-	$510	-	$510

Grants and Assistance

Foundation Grants and Related Investments

Type	Recipient	Purpose	Status	Location	Amount
Paid Grant	ROGUE COMMUNITY COLLEGE FOUNDATION	EDUCATIONAL SCHOLARSHIPS	NON PROFIT	GRANTS PASS, OR, US	$444,715

Filing and Contact Details

Filer

EIN: 93-1230039

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName	2	ERICK LIEDER
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName	4	PAM MURPHY
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IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments	0	0
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs	0	0
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears	0	0
IRS990PF/SumOfProgramRelatedInvestments/Total	0	0
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials	0	WRITTEN ESSAYS OR SCHOLARSHIP APPLICATIONS MUST BE SUBMITTED BY APPLICANTS
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName	0	GARY ROSENBERGER
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber	0	5417791869
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine1	0	437 DEBARR AVENUE
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City	0	MEDFORD
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State	0	OR
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode	0	97501
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards	0	HIGH SCHOOL STUDENTS ATTENDING SCHOOL IN JACKSON COUNTY SCHOOL DISTRICTS NO'S 6, 35, 91 AND 9. AND STUDENTS ENROLLED AT ROGUE COMMUNITY COLLEGE WHO ARE STUDYING TECHNICAL VOCATIONAL EDUCATION PROGRAMS ARE ELIGIBLE. PROVIDED HOWEVER, THAT THE EARL MORRIS SCHOLARSHIP WITH ROGUE COMMUNITY COLLEGE SHALL BE AVAILABLE TO ANY STUDENT WHO HAS ATTENDED OR GRADUATED FROM A PUBLIC HIGH SCHOOL IN JACKSON COUNTY, OREGON.
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines	0	NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	0	444715
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	0	EDUCATIONAL SCHOLARSHIPS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	0	ROGUE COMMUNITY COLLEGE FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	0	NON PROFIT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	0	3345 REDWOOD HWY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	0	GRANTS PASS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	0	OR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	0	97527
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture	0	0
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear	0	444715
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO	0	0
IRS990PF/UndistributedIncome/AppliedToCurrentYear	0	21819
IRS990PF/UndistributedIncome/AppliedToPriorYears	0	0
IRS990PF/UndistributedIncome/AppliedToYear1	0	444715
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted	0	434260
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g3	0	0
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus	0	0
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY	0	0
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear5	0	0
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear	0	0
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax	0	0
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome	0	0
IRS990PF/UndistributedIncome/QualifyingDistributions	0	466534
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus	0	0
IRS990PF/UndistributedIncome/TaxableAmount1	0	0
IRS990PF/UndistributedIncome/TaxableAmount2	0	0
IRS990PF/UndistributedIncome/TotalCorpus	0	0
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover	0	0
IRS990PF/UndistributedIncome/TotalForPriorYears	0	0
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus	0	0
IRS990PF/UndistributedIncome/UndistributedIncomeCY	0	412441
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear	0	444715
OtherAssetsSchedule/OtherAssets/BOYBookValue	0	0
OtherAssetsSchedule/OtherAssets/Description	0	ACCRUED INTEREST
OtherAssetsSchedule/OtherAssets/EOYBookValue	0	101
OtherAssetsSchedule/OtherAssets/EOYFMV	0	101
OtherExpensesSchedule/OtherExpenses/Description	0	CORPORATE FILING FEES
OtherExpensesSchedule/OtherExpenses/Description	1	INSURANCE
OtherExpensesSchedule/OtherExpenses/Description	2	POSTAGE
OtherExpensesSchedule/OtherExpenses/Description	3	WEBSITE DEVELOPMENT
OtherExpensesSchedule/OtherExpenses/Description	4	REPAIRS AND MAINTENANCE
OtherExpensesSchedule/OtherExpenses/Description	5	INSURANCE
OtherExpensesSchedule/OtherExpenses/Description	6	INSURANCE
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps	0	50
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps	1	750
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps	2	28
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps	3	1615
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps	4	0
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps	5	0
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps	6	0
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome	0	0
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome	1	0
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome	2	0
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome	3	0
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome	4	9145
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome	5	590
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome	6	589
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks	0	50
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks	1	750
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks	2	28
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks	3	1615
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks	4	9145
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks	5	590
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks	6	589
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount	0	71955
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category	0	INVESTMENT ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome	0	0
TaxesSchedule/Taxes/Amount	0	858
TaxesSchedule/Taxes/Amount	1	7374
TaxesSchedule/Taxes/Amount	2	3122
TaxesSchedule/Taxes/Amount	3	9274
TaxesSchedule/Taxes/Category	0	CT-12 OREGON CHARITABLE FEES
TaxesSchedule/Taxes/Category	1	EXCISE TAX
TaxesSchedule/Taxes/Category	2	PROPERTY TAXES
TaxesSchedule/Taxes/Category	3	PROPERTY TAXES
TaxesSchedule/Taxes/DisbursementsCharitablePrps	0	858
TaxesSchedule/Taxes/DisbursementsCharitablePrps	1	7374
TaxesSchedule/Taxes/DisbursementsCharitablePrps	2	0
TaxesSchedule/Taxes/DisbursementsCharitablePrps	3	0
TaxesSchedule/Taxes/NetInvestmentIncome	0	0
TaxesSchedule/Taxes/NetInvestmentIncome	1	0
TaxesSchedule/Taxes/NetInvestmentIncome	2	3122
TaxesSchedule/Taxes/NetInvestmentIncome	3	9274
ReturnHeader/BuildTS	0	2015-12-30 17:16:21Z
ReturnHeader/Filer/EIN	0	931230039
ReturnHeader/Filer/Name/BusinessNameLine1	0	MORRIS FAMILY FOUNDATION
ReturnHeader/Filer/NameControl	0	MORR
ReturnHeader/Filer/Phone	0	5417791869
ReturnHeader/Filer/USAddress/AddressLine1	0	839 ALDER CREEK DRIVE
ReturnHeader/Filer/USAddress/City	0	MEDFORD
ReturnHeader/Filer/USAddress/State	0	OR
ReturnHeader/Filer/USAddress/ZIPCode	0	97504
ReturnHeader/Officer/AuthorizeThirdParty	0	1
ReturnHeader/Officer/DateSigned	0	2013-11-14
ReturnHeader/Officer/Name	0	GARY ROSENBERGER
ReturnHeader/Officer/Phone	0	5417791869
ReturnHeader/Officer/Title	0	PRESIDENT
ReturnHeader/PreparerFirm/EIN	0	204749363
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine1	0	ISLER MEDFORD LLC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1	0	839 ALDER CREEK DR
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City	0	MEDFORD
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State	0	OR
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode	0	97504
ReturnHeader/Preparer/Name	0	CAROLYN M RYDER
ReturnHeader/Preparer/Phone	0	5417797641
ReturnHeader/ReturnType	0	990PF
ReturnHeader/TaxPeriodBeginDate	0	2012-07-01
ReturnHeader/TaxPeriodEndDate	0	2013-06-30
ReturnHeader/TaxYear	0	2012
ReturnHeader/Timestamp	0	2013-11-15T14:09:39-06:00

Document Assets

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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $7,418,486
Liabilities: $7,812
Net assets: $7,410,674
Revenue: -
Expenses: $561,209
Net income: -

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025Detailed filing. Detailed filing data is available for this year.	$6.45	$0.00	$6.45	$0.59	$0.57	$0.01
2024Detailed filing. Detailed filing data is available for this year.	$6.44	$0.00	$6.44	$0.62	$0.65	$0.02
2023Detailed filing. Detailed filing data is available for this year.	$6.46	$0.00	$6.46	$0.21	$0.50	$0.29
2022Detailed filing. Detailed filing data is available for this year.	$6.75	$0.00	$6.75	$0.02	$0.47	$0.45
2021Detailed filing. Detailed filing data is available for this year.	$7.20	$0.00	$7.20	$1.90	$0.60	$1.30
2020Summary only. Only limited summary data is available for this year.	$5.90	$0.00		$0.29	$1.34	$1.05
2019Summary only. Only limited summary data is available for this year.	$6.92	$0.00		$0.31	$0.68	$0.37
2018Detailed filing. Detailed filing data is available for this year.	$7.32	$0.03	$7.29	$0.57	$0.44	$0.14
2017Detailed filing. Detailed filing data is available for this year.	$7.18	$0.03	$7.16	$0.38	$0.32	$0.06
2016Detailed filing. Detailed filing data is available for this year.	$7.10	$0.00	$7.10	$0.08	$0.14	$0.06
2015Detailed filing. Detailed filing data is available for this year.	$7.16	$0.00	$7.16	$0.22	$0.54	$0.32
2014Detailed filing. Detailed filing data is available for this year.	$7.49	$0.01	$7.48	$0.61	$0.55	$0.07
2013Detailed filing. Detailed filing data is available for this year.	$7.42	$0.01	$7.41		$0.56
2012Detailed filing. Detailed filing data is available for this year.	$7.59	$0.01	$7.58		$0.47