MORTON FOUNDATION: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
MORTON FOUNDATION (EIN 31-1676188)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-14
IRS object ID
202243189349301414
Schema version
2021v4.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2022-11-14T07:10:55-06:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN314419361PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1JOHN GERLACH & COMPANY LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line137 W BROAD ST STE 800AddressLine1Txt
CityCOLUMBUSCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43215ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN311676188EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE MORTON FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMORTBusinessNameControlTxt
Phone6147518227PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line17309 E LIVINGSTON AVEAddressLine1Txt
CityREYNOLDSBURGCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43068ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGREG WRIGHTPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone6147518227PhoneNum
Signature2022-11-11SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstGREGPersonFirstNm
Person LastWRIGHTPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJON YERIAN CPAPreparerPersonNm
PTINP00575540PTIN
Phone6142242164PhoneNum
Preparation2022-11-03PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1THE FIRST TEE OF CENTRAL OHIOBusinessNameLine1Txt
FieldValueIRS element (for citing)
Principal OfficerGREG WRIGHTPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line17309 E LIVINGSTON AVEAddressLine1Txt
CityREYNOLDSBURGCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43068ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,088,495GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.THEFIRSTTEECENTRALOHIO.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1999FormationYr
Legal Domicile StateOHLegalDomicileStateCd
Activity Or MissionSEE SCHEDULE OActivityOrMissionDesc
Voting Members Governing Body21VotingMembersGoverningBodyCnt
Voting Members Independent21VotingMembersIndependentCnt
Total Employee15TotalEmployeeCnt
Total Volunteers50TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$505,865PYContributionsGrantsAmt
CY Contributions Grants$738,451CYContributionsGrantsAmt
PY Program Service Revenue$45,426PYProgramServiceRevenueAmt
CY Program Service Revenue$96,490CYProgramServiceRevenueAmt
PY Investment Income$5,684PYInvestmentIncomeAmt
CY Investment Income$18,040CYInvestmentIncomeAmt
PY Other Revenue-$23,806PYOtherRevenueAmt
CY Other Revenue$92,484CYOtherRevenueAmt
PY Total Revenue$533,169PYTotalRevenueAmt
CY Total Revenue$945,465CYTotalRevenueAmt
PY Grants And Similar Paid$10,530PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$18,410CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$299,633PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$322,091CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$66,199CYTotalFundraisingExpenseAmt
PY Other Expenses$89,389PYOtherExpensesAmt
CY Other Expenses$95,090CYOtherExpensesAmt
PY Total Expenses$399,552PYTotalExpensesAmt
CY Total Expenses$435,591CYTotalExpensesAmt
PY Revenues Less Expenses$133,617PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$509,874CYRevenuesLessExpensesAmt
Total Assets BOY$737,225TotalAssetsBOYAmt
Total Assets EOY$1,300,197TotalAssetsEOYAmt
Total Liabilities BOY$62,200TotalLiabilitiesBOYAmt
Total Liabilities EOY$57,865TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$675,025NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,242,332NetAssetsOrFundBalancesEOYAmt
MissionIMPACTING THE LIVES OF YOUNG PEOPLE BY PROVIDING EDUCATION PROGRAMS THAT BUILD CHARACTER, INSTILL LIFE ENHANCING VALUES AND PROMOTE HEALTHY CHOICES THROUGH THE GAME OF GOLF.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$318,066ExpenseAmt
Grant$18,410GrantAmt
Revenue$96,490RevenueAmt
DescHELD 20 WEEKS OF YOUTH DEVELOPMENT AND EDUCATIONAL PROGRAMS REACHING OVER 2,000 YOUTH. PROGRAMMING PROVIDED TO AND IN COORDINATION WITH COLUMBUS CITY SCHOOLS, AFTER SCHOOL ALL STARS, HOMELESS FAMILIES FOUNDATION AND THE DOWN SYNDROME ASSOCIATION OF CENTRAL OHIO.Desc
Total Program Service Expenses$318,066TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded EntityYes (1)DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document4IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee15EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members21GoverningBodyVotingMembersCnt
Independent Voting Member21IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonGREG WRIGHTPersonNm
Phone6147518227PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line17309 E LIVINGSTON AVEAddressLine1Txt
CityCOLUMBUSCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43068ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
JASON JOB
CHAIR/BOARD MEMBER3.50Yes (X)Yes (X)$0$0$0
DAVID BERSON
VICE CHAIR/BOARD MEMBER1.25Yes (X)Yes (X)$0$0$0
JEFF BRUNER
TREASURER/BOARD MEMBER1.25Yes (X)Yes (X)$0$0$0
YAZ ASHRAWI
BOARD MEMBER1.25Yes (X)$0$0$0
EMMETT BAHNSON
BOARD MEMBER1.25Yes (X)$0$0$0
TONYA BRAUN
BOARD MEMBER1.25Yes (X)$0$0$0
BRIAN CAMPBELL
BOARD MEMBER1.25Yes (X)$0$0$0
SUE EUBANKS
BOARD MEMBER1.25Yes (X)$0$0$0
STEVE FARKASOVSKY
BOARD MEMBER1.25Yes (X)$0$0$0
RAY HAMMAN
BOARD MEMBER1.25Yes (X)$0$0$0
RUSS HODGE
BOARD MEMBER1.25Yes (X)$0$0$0
KYLE MONFORT
BOARD MEMBER1.25Yes (X)$0$0$0
GEOFF ORTLIP
BOARD MEMBER1.25Yes (X)$0$0$0
TOD ORTLIP
BOARD MEMBER1.25Yes (X)$0$0$0
PAT RINI
BOARD MEMBER1.25Yes (X)$0$0$0
GIOVANNI SMYTH
BOARD MEMBER1.25Yes (X)$0$0$0
DAN SULLIVAN
BOARD MEMBER1.25Yes (X)$0$0$0
JAMEEL TURNER
BOARD MEMBER1.25Yes (X)$0$0$0
COURTNEY WHITE
BOARD MEMBER1.25Yes (X)$0$0$0
MATT ZAVARELLA
BOARD MEMBER1.25Yes (X)$0$0$0
CHERI JENKINS
EXECUTIVE DIRECTOR40.00Yes (X)$90,000$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$90,000TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Fundraising$70,120FundraisingAmt
Government Grants$62,200GovernmentGrantsAmt
All Other Contributions$606,131AllOtherContributionsAmt
Noncash Contributions$161,091NoncashContributionsAmt
Total Contributions$738,451TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescPROGRAM FEESDesc
Business611710BusinessCd
Total Revenue Column$96,490TotalRevenueColumnAmt
Related Or Exempt Func Income$96,490RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$96,490TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$18,264TotalRevenueColumnAmt
Exclusion$18,264ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$17,483SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$17,707SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$224SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$224TotalRevenueColumnAmt
Exclusion-$224ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$217,807FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$70,120ContriRptFundraisingEventAmt
Fundraising Direct Expenses$125,323FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$92,484TotalRevenueColumnAmt
Exclusion$92,484ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$945,465TotalRevenueColumnAmt
Related Or Exempt Func Income$96,490RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$110,524ExclusionAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$18,410TotalAmt
Program Services$18,410ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$90,000TotalAmt
Program Services$63,000ProgramServicesAmt
Management And General$13,500ManagementAndGeneralAmt
Fundraising$13,500FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$207,863TotalAmt
Program Services$170,553ProgramServicesAmt
Management And General$5,420ManagementAndGeneralAmt
Fundraising$31,890FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$24,228TotalAmt
Program Services$18,997ProgramServicesAmt
Management And General$1,539ManagementAndGeneralAmt
Fundraising$3,692FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$6,187TotalAmt
Management And General$3,927ManagementAndGeneralAmt
Fundraising$2,260FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$13,628TotalAmt
Management And General$13,628ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$4,805TotalAmt
Program Services$4,805ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$2,308TotalAmt
Management And General$1,896ManagementAndGeneralAmt
Fundraising$412FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$5,849TotalAmt
Program Services$2,893ProgramServicesAmt
Management And General$661ManagementAndGeneralAmt
Fundraising$2,295FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$3,067TotalAmt
Management And General$3,067ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$1,753TotalAmt
Program Services$1,745ProgramServicesAmt
Management And General$8ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$9,540TotalAmt
Program Services$9,540ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$4,216TotalAmt
Management And General$4,216ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtFundraisingFundraisingAmtManagement And GeneralManagementAndGeneralAmt
PROGRAM COSTS - CAMPS/C$27,430$27,430
STEWARDSHIP$9,913$693$9,220
OTHER FUNDRAISING$2,450$2,450
MISCELLANEOUS$2,150$2,150

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$1,794TotalAmt
Management And General$1,314ManagementAndGeneralAmt
Fundraising$480FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$435,591TotalAmt
Program Services$318,066ProgramServicesAmt
Management And General$51,326ManagementAndGeneralAmt
Fundraising$66,199FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$111,418BOYAmt
EOY$322,721EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$185,500LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$32,648LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$22,992BOYAmt
EOY$152,852EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$11,564BOYAmt
EOY$173,656EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$339,958BOYAmt
EOY$377,049EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$251,293BOYAmt
EOY$273,919EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$737,225BOYAmt
EOY$1,300,197EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$62,200BOYAmt
EOY$57,865EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$62,200BOYAmt
EOY$57,865EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$675,025BOYAmt
EOY$1,242,332EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$675,025BOYAmt
EOY$1,242,332EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$737,225BOYAmt
EOY$1,300,197EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$509,874ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$47,818NetUnrlzdGainsLossesInvstAmt
Prior Period Adjustments$9,615PriorPeriodAdjustmentsAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS Audited0FSAuditedInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$395,473CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$411,980CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$630,153CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$505,865CurrentTaxYearMinus1YearAmt
Current Tax Year$738,451CurrentTaxYearAmt
Total$2,681,922TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$45,400CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$63,648CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$62,785CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$45,426CurrentTaxYearMinus1YearAmt
Current Tax Year$96,490CurrentTaxYearAmt
Total$313,749TotalAmt

Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$92,950CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$103,312CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$208,828CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$47,711CurrentTaxYearMinus1YearAmt
Current Tax Year$217,807CurrentTaxYearAmt
Total$670,608TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$533,823CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$578,940CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$901,766CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$599,002CurrentTaxYearMinus1YearAmt
Current Tax Year$1,052,748CurrentTaxYearAmt
Total$3,666,279TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$102,136CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$141,190CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$191,666CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$216,790CurrentTaxYearMinus1YearAmt
Current Tax Year$307,666CurrentTaxYearAmt
Total$959,448TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$102,136CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$141,190CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$191,666CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$216,790CurrentTaxYearMinus1YearAmt
Current Tax Year$307,666CurrentTaxYearAmt
Total$959,448TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$2,706,831PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$10,312CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$8,957CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$7,216CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,168CurrentTaxYearMinus1YearAmt
Current Tax Year$18,264CurrentTaxYearAmt
Total$47,917TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$10,312CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$8,957CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$7,216CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,168CurrentTaxYearMinus1YearAmt
Current Tax Year$18,264CurrentTaxYearAmt
Total$47,917TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$2,000CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,000CurrentTaxYearMinus2YearsAmt
Total$3,000TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$544,135CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$589,897CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$909,982CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$602,170CurrentTaxYearMinus1YearAmt
Current Tax Year$1,071,012CurrentTaxYearAmt
Total$3,717,196TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.72820PublicSupportCY509Pct
Public Support PY5090.75990PublicSupportPY509Pct
Investment Income CY0.01290InvestmentIncomeCYPct
Investment Income PY0.01100InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Land LandGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$141,000InvestmentCostOrOtherBasisAmt
Book Value$141,000BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$44,500OtherCostOrOtherBasisAmt
Depreciation$32,648DepreciationAmt
Book Value$11,852BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$152,852TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (4 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
VANGUARD TOTAL STOCK MKT ETF$181,321F
VANGUARD TOTAL INTL STOCK$65,795F
VANGUARD SHORT-TERM CORPORATE BOND ETF$64,439F
BLACKROCK SHORT OBLIGATIONS FUND$65,494F
FieldValueIRS element (for citing)
Total Book Value Securities$377,049TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp

FieldValueIRS element (for citing)
DescBENEFICIAL INTEREST IN ASSETS HELD BY OTHERSDesc
Book Value$273,919BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Other Assets$273,919TotalBookValueOtherAssetsAmt

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1ORTY'S OUTINGEvent1Nm
Gross Receipts Event1$215,253GrossReceiptsEvent1Amt
Charitable Contri Event1$31,106CharitableContriEvent1Amt
Gross Revenue Event1$184,147GrossRevenueEvent1Amt
Rent Facility Costs Event1$44,744RentFacilityCostsEvent1Amt
Other Direct Expenses Event1$44,423OtherDirectExpensesEvent1Amt
Event2GOLF CLASSICEvent2Nm
Gross Receipts Event2$72,674GrossReceiptsEvent2Amt
Charitable Contri Event2$39,014CharitableContriEvent2Amt
Gross Revenue Event2$33,660GrossRevenueEvent2Amt
Rent Facility Costs Event2$14,120RentFacilityCostsEvent2Amt
Food And Beverage Event2$8,159FoodAndBeverageEvent2Amt
Other Direct Expenses Event2$13,877OtherDirectExpensesEvent2Amt
Gross Receipts Total$287,927GrossReceiptsTotalAmt
Charitable Contributions Tot$70,120CharitableContributionsTotAmt
Gross Revenue Total Events$217,807GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$58,864RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$8,159FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events$58,300OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$125,323DirectExpenseSummaryEventsAmt
Net Income Summary$92,484NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeFINANCIAL ASSISTANCE TO FAMILIES IN NEED.GrantTypeTxt
Recipient103RecipientCnt
Cash Grant$18,410CashGrantAmt
Non Cash Assistance$0NonCashAssistanceAmt
Valuation Method UsedN/AValuationMethodUsedDesc
Non Cash AssistanceN/ANonCashAssistanceDesc

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationAN INDEPENDENT COMMITTEE REVIEWS APPLICATIONS AND SELECTS THE SCHOLARSHIP RECIPIENTS. THEIR PROGRESS IS MONITORED FOR ONE YEAR, THE DURATION OF THE SCHOLARSHIP.ExplanationTxt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution5ContributionCnt
Noncash Contributions Rpt F990$20,091NoncashContributionsRptF990Amt
Method Of Determining RevenuesSTOCK EXCHANGEMethodOfDeterminingRevenuesTxt

Real Estate Other RealEstateOtherGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$141,000NoncashContributionsRptF990Amt
Method Of Determining RevenuesQUALIFIED APPRAISALMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts0ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART I, LINE 3, DESCRIPTION OF THE ORGANIZATION MISSION:TO IMPACT THE LIVES OF YOUNG PEOPLE BY PROVIDING EDUCATIONAL PROGRAMS THAT BUILD CHARACTER, INSTILL LIFE ENRICHING VALUES AND PROMOTE HEALTHY CHOICES THROUGH THE GAME OF GOLF.
FORM 990, PART VI, SECTION A, LINE 2BOARD MEMBERS TOD AND GEOFF ORTLIP ARE FATHER AND SON.
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 IS MADE AVAILABLE TO THE ENTIRE BOARD FOR REVIEW AND COMMENT PRIOR TO SUBMISSION WITH THE IRS.
FORM 990, PART VI, SECTION B, LINE 12CTHE ORGANIZATION REGULARLY MONITORS AND ENFORCES COMPLIANCE WITH CONFLICTS OF INTEREST. THE ORGANIZATION UPHOLDS A POLICY FOR THE DISCLOSURE OF CONFLICTS OF INTEREST.
FORM 990, PART VI, SECTION B, LINE 15AAN INDEPENDENT BOARD OF DIRECTORS OBTAINS INFORMATION FROM FIRST TEE NATIONAL AND OTHER SIMILARLY SIZED ORGANIZATIONS IN THE COLUMBUS AREA TO ASSESS APPROPRIATE EXECUTIVE COMPENSATION. THE DELIBERATION AND DECISIONS OF THE BOARD AREA DOCUMENTED IN BOARD MINUTES. THERE ARE NO OTHER COMPENSATED OFFICERS/KEY EMPLOYEES.
FORM 990, PART VI, SECTION C, LINE 18THE FORM 990 IS AVAILABLE UPON WRITTEN REQUEST.
FORM 990, PART VI, SECTION C, LINE 19GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON WRITTEN REQUEST.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1ORTY'S OUTING LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line17309 E LIVINGSTON AVEAddressLine1Txt
CityREYNOLDSBURGCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43068ZIPCd
FieldValueIRS element (for citing)
Primary ActivitiesGOLF EVENTS FOR FIRST TEEPrimaryActivitiesTxt
Legal Domicile StateOHLegalDomicileStateCd
Total Income$215,253TotalIncomeAmt
End Of Year Assets$23,061EndOfYearAssetsAmt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1THE MORTON FOUNDATIONBusinessNameLine1Txt

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