Civic Intelligence

Trustees of the Morgan School Fund

990 • Fiscal year 2017 • EIN 06-0758193

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 05, 2018

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

14th percentile

0.00x

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

14th percentile

0.00x

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

63rd percentile

8.5%

Higher net margin than 63% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

40th percentile

0.4%

Faster asset growth than 40% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

90th percentile

74%

Faster revenue growth than 90% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$1,576,187

Up $6,811 (+0.4%) from 2016

Net Assets

Up

$1,576,187

Up $6,811 (+0.4%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin63rd percentile

Revenue

Up

$80,355

Up $34,121 (+74%) from 2016

Expenses

Up

$73,544

Up $55,582 (+309%) from 2016

Net Income

Down

$6,811

Down $21,461 (-76%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth40th 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

2017

Assets$1,576,187
Liabilities$0
Net Assets$1,576,187
Open 2017 Filing

Operations Trend

Revenue Growth90th 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

2017

Revenue$80,355
Expenses$73,544
Net Income$6,811
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 5, 2018
Return Version
2017v2.3
Gross Receipts
$204,481
Mission and Program Overview

Mission

To support the morgan school in clinton, ct

To provide support for the morgan school, clinton, ct

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,463,924$1,497,765▲ $33,841
Cap Stk Tr Prin Current Funds$1,449,178$1,449,178→ $0
Rtn Earn Endowment Incm Other Fnds$120,198$127,009▲ $6,811
Savings and Temporary Cash Investments$105,452$78,422▼ $27,030
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Total Assets$1,569,376$1,576,187▲ $6,811
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,569,376$1,576,187▲ $6,811
Total Liabilities and Net Assets / Fund Balance$1,569,376$1,576,187▲ $6,811
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Mario LuponeChairman
Gerald VeceVice President
David AdamsTrustee
Robin FrenchTrustee
Arthur C SchubertSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$80,355
Other Revenue
$0
Change in Net Assets
$6,811
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$54,960
Other Expenses$18,584
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$54,960--$54,960
Fees for Service Investment Mgmnt Fees-$17,187-$17,187
Other Expenses-$1,397-$1,397
Total Functional Expenses$54,960$18,584$0$73,544
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Morgan SchoolClinton, CT-To Provide Support for Various Educational Programs$54,960
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
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

Governance Explanations

Form 990, Part VI, Section B, Line 11B

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

Form 990, Part VI, Section B, Line 12C

“The board requests that any conflicts be disclosed by directors at any meeting.”

Form 990, Part VI, Section C, Line 19

“Copies are provided upon request.”

Filing and Contact Details

Filer

Filer Name
Trustees of the Morgan School Fund
EIN
06-0758193
Address
98 KELSEYTOWN ROAD, CLINTON, CT 06413

Signing Officer

Name
Mario Lupone
Title
Chairman
Signed
2018-11-05

Organization Details

Principal Officer
Mario Lupone
Formed
1870
Legal Domicile
Ct
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
0
Raw XML Appendix306 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/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE SUPPORT FOR THE MORGAN SCHOOL, CLINTON, CT
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0MARIO LUPONE
IRS990/BooksInCareOfDetail/PhoneNum08603993000
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt098 KELSEYTOWN ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0CLINTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990/BooksInCareOfDetail/USAddress/ZIPCd006413
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt01449178
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt01449178
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt054960
IRS990/CYInvestmentIncomeAmt080355
IRS990/CYOtherExpensesAmt018584
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt06811
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt073544
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt080355
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0SUPPORT OF THE MORGAN SCHOOL, CLINTON, CT
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt054960
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt017187
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt017187
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0MARIO LUPONE
IRS990/Form990PartVIISectionAGrp/PersonNm1DAVID ADAMS
IRS990/Form990PartVIISectionAGrp/PersonNm2ARTHUR C SCHUBERT
IRS990/Form990PartVIISectionAGrp/PersonNm3GERALD VECE
IRS990/Form990PartVIISectionAGrp/PersonNm4ROBIN FRENCH
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01870
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt029157
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantAmt054960
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt054960
IRS990/GrantsToDomesticOrgsGrp/TotalAmt054960
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0153283
IRS990/GrossReceiptsAmt0204481
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt051198
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt051198
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01463924
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01497765
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CT
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0124126
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO SUPPORT THE MORGAN SCHOOL IN CLINTON, CT
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01569376
IRS990/NetAssetsOrFundBalancesEOYAmt01576187
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt029157
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt029157
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0FOREIGN TAXES PAID
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01397
IRS990/OtherExpensesGrp/TotalAmt01397
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0MARIO LUPONE
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt02785
IRS990/PYInvestmentIncomeAmt046234
IRS990/PYOtherExpensesAmt015177
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt028272
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt017962
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt046234
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt06811
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0120198
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0127009
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0105452
IRS990/SavingsAndTempCashInvstGrp/EOYAmt078422
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/MajorityDirTrstSupportedOrgInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0066001597
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt054960
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0MORGAN SCHOOL
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleA/SupportSumAmt054960
IRS990/ScheduleBRequiredInd00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt054960
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO PROVIDE SUPPORT FOR VARIOUS EDUCATIONAL PROGRAMS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0MORGAN SCHOOL
IRS990ScheduleI/RecipientTable/RecipientEIN0066001597
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt071 KILLINGWORTH TURNPIKE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0CLINTON
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CT
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd006413
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION MEETS WITH THE SCHOOL MANAGEMENT TO DISCUSS USE OF THE FUNDS RECEIVED.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS DISTRIBUTED TO ALL DIRECTORS AT A MEETING PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD REQUESTS THAT ANY CONFLICTS BE DISCLOSED BY DIRECTORS AT ANY MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COPIES ARE PROVIDED UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01569376
IRS990/TotalAssetsEOYAmt01576187
IRS990/TotalAssetsGrp/BOYAmt01569376
IRS990/TotalAssetsGrp/EOYAmt01576187
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt018584
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt054960
IRS990/TotalFunctionalExpensesGrp/TotalAmt073544
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01569376
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01576187
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt054960
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt051198
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt029157
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt080355
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01569376
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01576187
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt098 KELSEYTOWN ROAD
IRS990/USAddress/CityNm0CLINTON
IRS990/USAddress/StateAbbreviationCd0CT
IRS990/USAddress/ZIPCd006413
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MARIO LUPONE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TRUSTEES OF THE MORGAN SCHOOL FUND
ReturnHeader/Filer/BusinessNameControlTxt0TRUS
ReturnHeader/Filer/EIN0060758193
ReturnHeader/Filer/USAddress/AddressLine1Txt098 KELSEYTOWN ROAD
ReturnHeader/Filer/USAddress/CityNm0CLINTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006413
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0620B4EB5DCC92D4E3AAFB0CA1B6DEC176C19A552
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0620B4EB5DCC92D4E3AAFB0CA1B6DEC176C19A552
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt075.145.248.228
ReturnHeader/FilingSecurityInformation/IPDt02018-11-05
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm012:21:24
ReturnHeader/ReturnTs02018-11-05T11:41:00-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,576,187
Liabilities
$0
Net assets
$1,576,187
Revenue
$80,355
Expenses
$73,544
Net income
$6,811
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
2017Detailed filing. Detailed filing data is available for this year.$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