Skip to content
Nonprofiteer
← MORRIS EDUCATIONAL FOUNDATION INCORPORATED

Form 990 for tax year 2024

Filed by MORRIS EDUCATIONAL FOUNDATION INCORPORATED.

Totals

Total revenue
$787,385
Total expenses
$744,918
Contributions and grants received
$586,564
Grants paid
$534,276
Program service revenue
$0
Investment income
$15,257
Other revenue
$185,564
Total assets, end of year
$4,955,768
Total liabilities, end of year
$25,090
Net assets or fund balances, end of year
$4,930,678
Program services expenses (Part IX)
$593,849
Management and general expenses
$94,429
Fundraising expenses
$56,640
Program service expenses (Part III)
$593,849

Program services were 79.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $586,564

  • 3 · Investment income

    total $92,917 · unrelated business $0 · excluded $92,917

  • 7a · Gross sales of assets other than inventory

    securities $915,523

  • 7b · Less cost or other basis and sales expenses

    securities $993,183

  • 7c · Gain or loss

    securities -$77,660

  • 7d · Net gain or loss

    total -$77,660 · related or exempt $0 · unrelated business $0 · excluded -$77,660

  • 8a · Fundraising events: gross income

    $231,191

  • 8a · Fundraising events: contributions included on line 1c

    $0

  • 8b · Fundraising events: direct expenses

    $45,627

  • 8c · Net income from fundraising events

    total $185,564 · unrelated business $185,564 · excluded $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $125,275 · program services $125,275

  • 2 · Grants to domestic individuals

    total $409,001 · program services $409,001

  • 5 · Compensation of officers, directors and key employees

    total $42,942 · program services $14,315 · management and general $14,315 · fundraising $14,312

  • 7 · Other salaries and wages

    total $42,848 · program services $17,139 · management and general $8,570 · fundraising $17,139

  • 10 · Payroll taxes

    total $8,623 · program services $3,162 · management and general $2,300 · fundraising $3,161

  • 11a · Fees: management

    total $11,000 · program services $0 · management and general $11,000 · fundraising $0

  • 11f · Fees: investment management

    total $27,449 · program services $0 · management and general $27,449 · fundraising $0

  • 11g · Fees: other

    total $1,076 · program services $0 · management and general $1,076 · fundraising $0

  • 12 · Advertising and promotion

    total $31,909 · program services $24,274 · management and general $0 · fundraising $7,635

  • 23 · Insurance

    total $1,954 · program services $0 · management and general $1,954 · fundraising $0

  • 24a · Other expenses: BOARD EXPENSES

    total $2,483 · program services $683 · management and general $1,459 · fundraising $341

  • 24b · Other expenses: BANK CHARGES

    total $3,152 · program services $0 · management and general $0 · fundraising $3,152

  • 24c · Other expenses: OUTSIDE CONTRACTORS

    total $34,996 · program services $0 · management and general $24,096 · fundraising $10,900

  • 24d · Other expenses: MISCELLANEOUS

    total $2,210 · program services $0 · management and general $2,210 · fundraising $0

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $640,999 · end of year $557,378

  • 3 · Pledges and grants receivable

    beginning of year $7,500 · end of year $8,485

  • 11 · Investments: publicly traded securities

    beginning of year $3,832,130 · end of year $4,389,905

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,890 · end of year $0

  • 18 · Grants payable

    beginning of year $31,654 · end of year $25,090

  • 27 · Net assets without donor restrictions

    beginning of year $286,492 · end of year $445,176

  • 28 · Net assets with donor restrictions

    beginning of year $4,160,593 · end of year $4,485,502

Mission and programs · 2024

Mission

IT IS THE MISSION OF THE MORRIS EDUCATIONAL FOUNDATION TO GENERATE AND DISTRIBUTE FINANCIAL AND OTHER RESOURCES TO AND FOR THE MORRIS SCHOOL DISTRICT.

  • EXPENSES INCURRED IN SUPPORT OF THE EDUCATIONAL PURPOSES, PROGRAMS AND SERVICES OF THE MORRIS SCHOOL DISTRICT, WHICH PROVIDES EXCELLENT AND INNOVATIVE PROGRAMS IN ACADEMICS, ATHLETICS AND THE ARTS TO ALL INDIVIDUALS IN THE MORRIS SCHOOL DISTRICT IN A NON-DISCRIMINATORY MANNER REGARDLESS OF ABILITY TO PAY.

    Expenses $593,849 · Grants $534,276

As filed on the 2024 return.

Listed in Part VII

  • Hector Mislavsky

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • Debbie Sontupe

    CHAIR

    Total calculated
    $0
    Hours/week
    5

  • Hallie Beyer

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • Joshua Beinhaker

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • Karen P McAllister

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • Ann Rhines

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • Molly Servais

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • Katie Cole

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • Chris Volinsky

    CO-VICE CHAIR

    Total calculated
    $0
    Hours/week
    5

  • Emily Wolper

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • Jian Zabalerio

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • Melanie Smith

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • Caroline Godfrey

    EXECUTIVE DIRECTOR

    Total calculated
    $42,942
    From this org
    $42,942
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Chrissie Wetherbee

    CO-VICE CHAIR

    Total calculated
    $0
    Hours/week
    5

  • Brian Carroll

    TREASURER

    Total calculated
    $0
    Hours/week
    5

  • Kathleen Kalaher Humbert

    SECRETARY

    Total calculated
    $0
    Hours/week
    5

  • Sara Osean

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • Paul Staudt

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • Katherine Vizzini

    IMMEDIATE PAST CHAIR

    Total calculated
    $0
    Hours/week
    3

  • Brandi Featherman

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • Petra Wiehe Lieberman

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • Lindsay Munson

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • Tracey Ulrich-Matalon

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

  • MORRIS SCHOOL DISTRICT

    $116,370

    EDUCATION

Provenance

Return type
form_990
Tax year
2024
Filed
20 March 2026
IRS schema version
2024v5.2
Source object
202620909349300737

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.