Civic Intelligence

Helen Franklin Morton Foundation

EIN 95-4601695 • Redondo Beach, CA

PO Box 424Redondo Beach, CA 90277
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2023

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2023

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

<$500k nonprofits • Source year 2023

Asset Growth

40th percentile

-9.0%

Faster asset growth than 40% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$200,216

Down $19,784 (-9.0%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Down

$200,216

Down $19,784 (-9.0%) from 2022

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Flat

$0

Flat from 2022

Expenses

Down

$19,784

Down $16,466 (-45%) from 2022

Net Income

Up

-$19,784

Up $16,466 (+45%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth40th percentile

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

$600K$400K$200K$0Assets 2010: $596,290Liabilities 2010: $0Net Assets 2010: $596,2902010Assets 2011: $569,369Liabilities 2011: $0Net Assets 2011: $569,3692011Assets 2012: $381,457Liabilities 2012: $0Net Assets 2012: $381,4572012Assets 2013: $510,789Liabilities 2013: $0Net Assets 2013: $510,7892013Assets 2014: $507,998Liabilities 2014: $0Net Assets 2014: $507,9982014Assets 2015: $507,755Liabilities 2015: $0Net Assets 2015: $507,7552015Assets 2016: $456,481Liabilities 2016: $0Net Assets 2016: $456,4812016Assets 2017: $440,706Liabilities 2017: $0Net Assets 2017: $440,7062017Assets 2018: $409,588Liabilities 2018: $0Net Assets 2018: $409,5882018Assets 2019: $330,000Liabilities 2019: $0Net Assets 2019: $330,0002019Assets 2020: $287,000Liabilities 2020: $0Net Assets 2020: $287,0002020Assets 2021: $256,250Liabilities 2021: $0Net Assets 2021: $256,2502021Assets 2022: $220,000Liabilities 2022: $0Net Assets 2022: $220,0002022Assets 2023: $200,216Liabilities 2023: $0Net Assets 2023: $200,2162023

Highlighted filing

2023

Assets$200,216
Liabilities$0
Net Assets$200,216
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50K-$100KExpenses 2010: $33,5222010Expenses 2011: $26,9802011Expenses 2012: $31,6552012Revenue 2013: $12,163Expenses 2013: $36,000Net Income 2013: -$23,8372013Revenue 2014: $22,209Expenses 2014: $25,000Net Income 2014: -$2,7912014Revenue 2015: $11,890Expenses 2015: $12,133Net Income 2015: -$2432015Revenue 2016: $2,329Expenses 2016: $53,603Net Income 2016: -$51,2742016Revenue 2017: $0Expenses 2017: $15,775Net Income 2017: -$15,7752017Revenue 2018: $0Expenses 2018: $31,118Net Income 2018: -$31,1182018Revenue 2019: $0Expenses 2019: $40,000Net Income 2019: -$40,0002019Revenue 2020: $0Expenses 2020: $43,000Net Income 2020: -$43,0002020Revenue 2021: $0Expenses 2021: $30,750Net Income 2021: -$30,7502021Revenue 2022: $0Expenses 2022: $36,250Net Income 2022: -$36,2502022Revenue 2023: $0Expenses 2023: $19,784Net Income 2023: -$19,7842023

Highlighted filing

2023

Revenue$0
Expenses$19,784
Net Income-$19,784
Open 2023 Filing

Filings

Most recent year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$200,216
Liabilities
$0
Net assets
$200,216
Revenue
$0
Expenses
$19,784
Net income
-$19,784
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$2.00$0.00$2.00$0.00$0.20$0.20
2022Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$0.00$0.36$0.36
2021Detailed filing. Detailed filing data is available for this year.$2.56$0.00$2.56$0.00$0.31$0.31
2020Detailed filing. Detailed filing data is available for this year.$2.87$0.00$2.87$0.00$0.43$0.43
2019Detailed filing. Detailed filing data is available for this year.$3.30$0.00$3.30$0.00$0.40$0.40
2018Detailed filing. Detailed filing data is available for this year.$4.10$0.00$4.10$0.00$0.31$0.31
2017Detailed filing. Detailed filing data is available for this year.$4.41$0.00$4.41$0.00$0.16$0.16
2016Detailed filing. Detailed filing data is available for this year.$4.56$0.00$4.56$0.02$0.54$0.51
2015Detailed filing. Detailed filing data is available for this year.$5.08$0.00$5.08$0.12$0.12$0.00
2014Detailed filing. Detailed filing data is available for this year.$5.08$0.00$5.08$0.22$0.25$0.03
2013Detailed filing. Detailed filing data is available for this year.$5.11$0.00$5.11$0.12$0.36$0.24
2012Detailed filing. Detailed filing data is available for this year.$3.81$0.00$3.81$0.32
2011Detailed filing. Detailed filing data is available for this year.$5.69$0.00$5.69$0.27
2010Detailed filing. Detailed filing data is available for this year.$5.96$0.00$5.96$0.34
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 12, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Philip D W HodgenDirector-$0--
James MackeyDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-To support animal rescue501(c)3Redondo Beach, CA, US$19,000
Filing and Contact Details

Filer

Filer Name
Helen Franklin Morton Foundation
EIN
95-4601695
Phone
3104639963
Address
PO Box 424, Redondo Beach, CA 90277

Signing Officer

Name
James Mackey
Title
Director
Signed
2024-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Realm Business and Tax Advisory
Address
1097 Aviation Blvd, Hermosa Beach, CA 90254
Preparer
Roger DaSilva
Phone
3103760455
Raw XML Appendix192 raw XML fields

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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ReturnHeader/BuildTS02024-10-15 13:58:12Z
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ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
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