Civic Intelligence

Trustees of the Morgan School Fund

990 • Fiscal year 2013 • EIN 06-0758193

Jan 01, 2013 to Dec 31, 2013 • Filed on Apr 21, 2014

Organization ProfileN/A
98 Kelseytown RoadClinton, CT 06413

(860) 399-3000

Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

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

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

14th percentile

0.00x

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

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Net Margin

97th percentile

87%

Higher net margin than 97% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

38th percentile

$0

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Asset Growth

63rd percentile

6.5%

Faster asset growth than 63% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

99th percentile

594%

Faster revenue growth than 99% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets12th percentile

Assets

Up

$1,402,077

Up $85,572 (+6.5%) from 2012

Net Assets

Up

$1,402,077

Up $85,572 (+6.5%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin97th percentile

Revenue

Up

$98,459

Up $84,262 (+594%) from 2012

Expenses

Down

$12,887

Down $56,477 (-81%) from 2012

Net Income

Up

$85,572

Up $140,739 (+255%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,372,741Liabilities 2010: $0Net Assets 2010: $1,372,7412010Assets 2011: $1,371,672Liabilities 2011: $0Net Assets 2011: $1,371,6722011Assets 2012: $1,316,505Liabilities 2012: $0Net Assets 2012: $1,316,5052012Assets 2013: $1,402,077Liabilities 2013: $0Net Assets 2013: $1,402,0772013Assets 2014: $1,488,621Liabilities 2014: $0Net Assets 2014: $1,488,6212014Assets 2015: $1,541,104Liabilities 2015: $0Net Assets 2015: $1,541,1042015Assets 2016: $1,569,376Liabilities 2016: $0Net Assets 2016: $1,569,3762016Assets 2017: $1,576,187Liabilities 2017: $0Net Assets 2017: $1,576,1872017Assets 2018: $1,614,278Liabilities 2018: $0Net Assets 2018: $1,614,2782018Assets 2019: $1,634,277Liabilities 2019: $0Net Assets 2019: $1,634,2772019Assets 2020: $1,676,763Liabilities 2020: $0Net Assets 2020: $1,676,7632020Assets 2021: $1,669,061Liabilities 2021: $0Net Assets 2021: $1,669,0612021Assets 2022: $1,769,410Liabilities 2022: $0Net Assets 2022: $1,769,4102022Assets 2023: $1,874,991Liabilities 2023: $0Net Assets 2023: $1,874,9912023

Highlighted filing

2013

Assets$1,402,077
Liabilities$0
Net Assets$1,402,077
Open 2013 Filing

Operations Trend

Revenue Growth99th percentile

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

$200K$100K$0-$100KExpenses 2010: $11,1922010Expenses 2011: $39,9042011Revenue 2012: $14,197Expenses 2012: $69,364Net Income 2012: -$55,1672012Revenue 2013: $98,459Expenses 2013: $12,887Net Income 2013: $85,5722013Revenue 2014: $101,230Expenses 2014: $14,367Net Income 2014: $86,8632014Revenue 2015: $68,207Expenses 2015: $15,724Net Income 2015: $52,4832015Revenue 2016: $46,234Expenses 2016: $17,962Net Income 2016: $28,2722016Revenue 2017: $80,355Expenses 2017: $73,544Net Income 2017: $6,8112017Revenue 2018: $56,533Expenses 2018: $18,442Net Income 2018: $38,0912018Revenue 2019: $124,867Expenses 2019: $104,868Net Income 2019: $19,9992019Revenue 2020: $60,753Expenses 2020: $18,267Net Income 2020: $42,4862020Revenue 2021: $153,902Expenses 2021: $161,604Net Income 2021: -$7,7022021Revenue 2022: $122,709Expenses 2022: $22,360Net Income 2022: $100,3492022Revenue 2023: $125,457Expenses 2023: $19,876Net Income 2023: $105,5812023

Highlighted filing

2013

Revenue$98,459
Expenses$12,887
Net Income$85,572
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Apr 21, 2014
Return Version
2013v3.1
Gross Receipts
$255,086
Mission and Program Overview

Mission

To support the morgan school in clinton, ct

Provide support for the morgan school, clinton, ct

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$1,316,505$1,402,077▲ $85,572
Investments in Publicly Traded Securities$1,249,376$1,358,810▲ $109,434
Savings and Temporary Cash Investments$67,129$43,267▼ $23,862
Total Assets$1,316,505$1,402,077▲ $85,572
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,316,505$1,402,077▲ $85,572
Total Liabilities and Net Assets / Fund Balance$1,316,505$1,402,077▲ $85,572
Compensation and Service Providers
Top Officer Pay38th percentile

Board Members and Trustees

NameTitle
-Secty
-Treasurer
-VP
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$98,459
Other Revenue
$0
Change in Net Assets
$85,572
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$12,887
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Service Investment Mgmnt Fees$0$11,409$0$11,409
Other Expenses$0$98$0$98
Total Functional Expenses$0$12,887$0$12,887
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
06-6001597-501(c)3Education$58,831
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

EIN
06-0758193
Phone
8603993000

Signing Officer

Name
Mario Lupone
Title
Trustee
Phone
8603993000
Signed
2014-04-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Warren Richards
Formed
1870
Legal Domicile
Ct
Voting Board Members
4
Independent Board Members
3
Employees
0
Volunteers
3

Preparer

Preparer
Christopher J Koehm
Phone
2032616781
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“The 990 is distributed to all directors at a meeting prior to filing”

Pt VI, Line 12C

“The board request any conflicts to be disclosed by directors at any meeting”

Pt VI, Line 19

“Any person requesting a copy of the 990 or any other information”

Pt VI, Line 19

“Is provided with the use of a copy”

Form 990EZ, Part II, Line 24

“INVESTMENTS”

Raw XML Appendix297 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0PROVIDE SUPPORT FOR THE MORGAN SCHOOL, CLINTON, CT
IRS990/AddressChangeInd0X
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0MARIO LUPONE
IRS990/BooksInCareOfDetail/PhoneNum08603993000
IRS990/BooksInCareOfDetail/USAddress/AddressLine1098 KELSEYTOWN ROAD
IRS990/BooksInCareOfDetail/USAddress/City0CLINTON
IRS990/BooksInCareOfDetail/USAddress/State0CT
IRS990/BooksInCareOfDetail/USAddress/ZIPCode006413
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt01316505
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt01402077
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt098459
IRS990/CYOtherExpensesAmt012887
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt085572
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt012887
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt098459
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0SUPPORT OF THE MORGAN SCHOOL, CLINTON, CT
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExcessBusinessHoldingsInd0false
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForSrvcInvstMgmntFeesGrp/FundraisingAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt011409
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt011409
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.00
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine10MARIO LUPONE
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine11WARREN W RICHARDS JR
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine12ARTHUR C SCHUBERT
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine13GERALD VECE
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/TitleTxt0VP
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECTY
IRS990/Form990PartVIISectionAGrp/TitleTxt3VP
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01870
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt058982
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0215609
IRS990/GrossReceiptsAmt0255086
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt03
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt039477
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt039477
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01249376
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01358810
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CT
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0156627
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0PROVIDE SUPPORT FOR THE MORGAN SCHOOL, CLINTON, CT
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01316505
IRS990/NetAssetsOrFundBalancesEOYAmt01402077
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt058982
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt058982
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherExpensesGrp/Desc0FOREIGN TAXES PAID
IRS990/OtherExpensesGrp/Desc1BANK FEES
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01380
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt198
IRS990/OtherExpensesGrp/ProgramServicesAmt00
IRS990/OtherExpensesGrp/ProgramServicesAmt10
IRS990/OtherExpensesGrp/TotalAmt01380
IRS990/OtherExpensesGrp/TotalAmt198
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0WARREN RICHARDS
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt058831
IRS990/PYInvestmentIncomeAmt014197
IRS990/PYOtherExpensesAmt010533
IRS990/PYRevenuesLessExpensesAmt0-55167
IRS990/PYTotalExpensesAmt069364
IRS990/PYTotalRevenueAmt014197
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt085572
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt067129
IRS990/SavingsAndTempCashInvstGrp/EOYAmt043267
IRS990ScheduleA/CertificationInd0X
IRS990ScheduleA/Contribution35ControlledInd0false
IRS990ScheduleA/ContributionControllerInd0false
IRS990ScheduleA/ContributionFamilyInd0false
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0066001597
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc02
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt01
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine10MORGAN SCHOOL
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd0true
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleA/SupportSumAmt01
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt058831
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0EDUCATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10MORGAN SCHOOL
IRS990ScheduleI/RecipientTable/RecipientEIN0066001597
IRS990ScheduleI/RecipientTable/USAddress/AddressLine10137-B GLENWOOD RD
IRS990ScheduleI/RecipientTable/USAddress/City0CLINTON
IRS990ScheduleI/RecipientTable/USAddress/State0CT
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode006413
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION WAS FORMED TO SUPPORT THE MORGAN SCHOOL AND THE BOARD
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt1MONITORS ACTIVITY AT THE SCHOOL REGULARLY
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt I Line 2
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt I Line 2
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 990 IS DISTRIBUTED TO ALL DIRECTORS AT A MEETING PRIOR TO FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD REQUEST ANY CONFLICTS TO BE DISCLOSED BY DIRECTORS AT ANY MEETING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ANY PERSON REQUESTING A COPY OF THE 990 OR ANY OTHER INFORMATION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3IS PROVIDED WITH THE USE OF A COPY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4INVESTMENTS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part II, Line 24
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01316505
IRS990/TotalAssetsEOYAmt01402077
IRS990/TotalAssetsGrp/BOYAmt01316505
IRS990/TotalAssetsGrp/EOYAmt01402077
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt012887
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt012887
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01316505
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01402077
IRS990/TotalRevenueGrp/ExclusionAmt098459
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt098459
IRS990/TotalVolunteersCnt03
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01316505
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01402077
IRS990/TransactionWithControlEntInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine10PO BOX 32
IRS990/USAddress/City0CLINTON
IRS990/USAddress/State0CT
IRS990/USAddress/ZIPCode006413
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARIO LUPONE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08603993000
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-04-21
ReturnHeader/Filer/BusinessName/BusinessNameLine10TRUSTEES OF THE MORGAN SCHOOL FUND
ReturnHeader/Filer/BusinessNameControlTxt0TRUS
ReturnHeader/Filer/EIN0060758193
ReturnHeader/Filer/PhoneNum08603993000
ReturnHeader/Filer/USAddress/AddressLine1098 KELSEYTOWN ROAD
ReturnHeader/Filer/USAddress/City0CLINTON
ReturnHeader/Filer/USAddress/State0CT
ReturnHeader/Filer/USAddress/ZIPCode006413
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Christopher J Koehm CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1059 Merrimac Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Trumbull
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0066111725
ReturnHeader/PreparerPersonGrp/PhoneNum02032616781
ReturnHeader/PreparerPersonGrp/PreparationDt02014-05-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTOPHER J KOEHM
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-05-19T08:39:24-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$1,402,077
Liabilities
$0
Net assets
$1,402,077
Revenue
$98,459
Expenses
$12,887
Net income
$85,572
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$0.13$0.02$0.11
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.77$0.00$1.77$0.12$0.02$0.10
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.67$0.00$1.67$0.15$0.16$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.06$0.02$0.04
2019Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.12$0.10$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.61$0.00$1.61$0.06$0.02$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.58$0.00$1.58$0.08$0.07$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.57$0.00$1.57$0.05$0.02$0.03
2015Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.07$0.02$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.10$0.01$0.09
2013Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.10$0.01$0.09
2012Summary only. Only limited summary data is available for this year.$1.32$0.00$1.32$0.01$0.07$0.06
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.37$0.00$1.37$0.04
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.37$0.00$1.37$0.01