Form 990 for tax year 2022
Filed by MORRIS EDUCATIONAL FOUNDATION INCORPORATED.
Totals
- Total revenue
- $876,409
- Total expenses
- $821,439
- Contributions and grants received
- $799,976
- Grants paid
- $519,185
- Program service revenue
- $0
- Investment income
- $76,433
- Other revenue
- $0
- Total assets, end of year
- $4,182,466
- Total liabilities, end of year
- $128,583
- Net assets or fund balances, end of year
- $4,053,883
- Program services expenses (Part IX)
- $592,686
- Management and general expenses
- $101,876
- Fundraising expenses
- $126,877
- Program service expenses (Part III)
- $592,686
Program services were 72.2% 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.
-
1c · Fundraising events
$147,868
-
1f · All other contributions, gifts and grants
$652,108
-
1g · Noncash contributions included above
$1,500
-
3 · Investment income
total $67,519 · unrelated business $0 · excluded $67,519
-
7a · Gross sales of assets other than inventory
securities $491,993
-
7b · Less cost or other basis and sales expenses
securities $483,079
-
7c · Gain or loss
securities $8,914
-
7d · Net gain or loss
total $8,914 · related or exempt $0 · unrelated business $0 · excluded $8,914
-
8a · Fundraising events: gross income
$47,902
-
8a · Fundraising events: contributions included on line 1c
$147,868
-
8b · Fundraising events: direct expenses
$47,902
-
8c · Net income from fundraising events
total $0 · unrelated business $0 · excluded $0
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $182,044 · program services $182,044
-
2 · Grants to domestic individuals
total $337,141 · program services $337,141
-
7 · Other salaries and wages
total $181,672 · program services $45,291 · management and general $42,141 · fundraising $94,240
-
10 · Payroll taxes
total $18,559 · program services $4,640 · management and general $3,155 · fundraising $10,764
-
11c · Fees: accounting
total $9,750 · program services $0 · management and general $9,750 · fundraising $0
-
11f · Fees: investment management
total $25,675 · program services $0 · management and general $25,675 · fundraising $0
-
11g · Fees: other
total $1,092 · program services $0 · management and general $1,092 · fundraising $0
-
12 · Advertising and promotion
total $28,948 · program services $22,783 · management and general $0 · fundraising $6,165
-
23 · Insurance
total $3,184 · program services $0 · management and general $3,184 · fundraising $0
-
24a · Other expenses: BOARD EXPENSES
total $3,716 · program services $787 · management and general $2,398 · fundraising $531
-
24b · Other expenses: BANK CHARGES
total $3,861 · program services $0 · management and general $0 · fundraising $3,861
-
24c · Other expenses: OUTSIDE CONTRACTORS
total $13,760 · program services $0 · management and general $13,760 · fundraising $0
-
24d · Other expenses: PRINTING & POSTAGE
total $11,316 · program services $0 · management and general $0 · fundraising $11,316
-
24e · All other expenses
total $721 · program services $0 · management and general $721 · fundraising $0
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $488,723 · end of year $609,115
-
3 · Pledges and grants receivable
beginning of year $9,360 · end of year $19,250
-
11 · Investments: publicly traded securities
beginning of year $3,272,634 · end of year $3,554,101
-
17 · Accounts payable and accrued expenses
end of year $2,010
-
18 · Grants payable
beginning of year $47,491 · end of year $126,573
-
25 · Other liabilities
beginning of year $0 · end of year $0
-
27 · Net assets without donor restrictions
beginning of year $150,861 · end of year $175,301
-
28 · Net assets with donor restrictions
beginning of year $3,572,365 · end of year $3,878,582
Mission and programs · 2022
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 $592,686 · Grants $519,185
As filed on the 2022 return.
Listed in Part VII
-
Patty HaralampoudisPATTY HARALAMPOUDIS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 5
-
Melanie SmithMELANIE SMITH
TRUSTEE
- Total calculated
- $0
- Hours/week
- 5
-
Hector MislavskyHECTOR MISLAVSKY
IMMEDIATE PAST CHAIR
- Total calculated
- $0
- Hours/week
- 5
-
Katherine VizziniKATHERINE VIZZINI
CHAIR
- Total calculated
- $0
- Hours/week
- 5
-
Kathleen Kalaher HumbertKATHLEEN KALAHER HUMBERT
SECRETARY
- Total calculated
- $0
- Hours/week
- 5
-
Hallie BeyerHALLIE BEYER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
Joshua BeinhakerJOSHUA BEINHAKER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
Karen P McAllisterKAREN P MCALLISTER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
Ann RhinesANN RHINES
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 3
-
Chris WilsonCHRIS WILSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
Amanda BoyadjisAMANDA BOYADJIS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
Molly ServaisMOLLY SERVAIS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
Katie ColeKATIE COLE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
Chris VolinskyCHRIS VOLINSKY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
Emily WolperEMILY WOLPER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
Jian ZabalerioJIAN ZABALERIO
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
Matthew MastersonMATTHEW MASTERSON
TREASURER
- Total calculated
- $0
- Hours/week
- 3
-
Debbie SontupeDEBBIE SONTUPE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
Jody MarcusJODY MARCUS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
Melanie SmithMELANIE SMITH
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
Joelle ServaisJOELLE SERVAIS
EXECUTIVE DIRECTOR
- Total calculated
- $103,000
- From this org
- $103,000
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
Chrissie WetherbeeCHRISSIE WETHERBEE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
Patrick McGuinnPATRICK MCGUINN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
Tracey Ulrich-MatalonTRACEY 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
$169,545
EDUCATION
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 26 February 2024
- IRS schema version
- 2022v5.0
- Source object
- 202420599349301767
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