Civic Intelligence

James and Rebecca Morgan Charitable Foundation

EIN 20-2029688 • Los Altos, CA

PO Box 1742Los Altos, CA 94023
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

23rd percentile

0.00x

Higher debt load relative to assets than 23% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

26th percentile

0.01x

Higher debt load relative to revenue than 26% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Net Margin

2nd percentile

-258%

Higher net margin than 2% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Top Officer Pay

59th percentile

$188,367

Higher top officer pay than 59% of similar nonprofits.

$10M-$25M nonprofits • Source year 2025

Asset Growth

9th percentile

-11%

Faster asset growth than 9% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

90th percentile

139%

Faster revenue growth than 90% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Down

$16,698,288

Down $4,167,689 (-20%) from 2022

Liabilities

Up

$27,245

Up $13,380 (+97%) from 2022

Net Assets

-

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue26th percentileNet Margin2nd percentile

Revenue

Up

$448,252

Up $258,808 (+137%) from 2022

Expenses

Up

$4,718,085

Up $3,296,029 (+232%) from 2022

Net Income

Down

-$4,269,833

Down $3,037,221 (-246%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth9th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30M$20M$10M$0Assets 2012: $3,536,668Liabilities 2012: $02012Assets 2013: $3,137,320Liabilities 2013: $02013Assets 2014: $2,977,917Liabilities 2014: $02014Assets 2015: $19,645,363Liabilities 2015: $02015Assets 2016: $18,306,482Liabilities 2016: $02016Assets 2018: $20,932,876Liabilities 2018: $0Net Assets 2018: $20,932,8762018Assets 2019: $23,112,340Liabilities 2019: $0Net Assets 2019: $23,112,3402019Assets 2020: $22,682,807Liabilities 2020: $02020Assets 2021: $22,084,724Liabilities 2021: $0Net Assets 2021: $22,084,7242021Assets 2022: $20,865,977Liabilities 2022: $13,865Net Assets 2022: $20,852,1122022Assets 2023: $16,698,288Liabilities 2023: $27,2452023

Highlighted filing

2023

Assets$16,698,288
Liabilities$27,245
Net Assets-
Open 2023 Filing

Operations Trend

Revenue Growth90th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$20M$10M$0-$10MRevenue 2012: $23,512Expenses 2012: $659,132Net Income 2012: -$635,6202012Revenue 2013: $21,263Expenses 2013: $420,611Net Income 2013: -$399,3482013Revenue 2014: $21,488Expenses 2014: $180,891Net Income 2014: -$159,4032014Revenue 2015: $17,638,836Expenses 2015: $971,390Net Income 2015: $16,667,4462015Revenue 2016: -$397,719Expenses 2016: $941,162Net Income 2016: -$1,338,8812016Revenue 2018: $1,106,559Expenses 2018: $1,207,431Net Income 2018: -$100,8722018Revenue 2019: $2,920,149Expenses 2019: $740,685Net Income 2019: $2,179,4642019Revenue 2020: $279,322Expenses 2020: $708,855Net Income 2020: -$429,5332020Revenue 2021: $11,404Expenses 2021: $609,487Net Income 2021: -$598,0832021Revenue 2022: $189,444Expenses 2022: $1,422,056Net Income 2022: -$1,232,6122022Revenue 2023: $448,252Expenses 2023: $4,718,085Net Income 2023: -$4,269,8332023

Highlighted filing

2023

Revenue$448,252
Expenses$4,718,085
Net Income-$4,269,833
Open 2023 Filing

Filings

Most recent year

2023 • Form 990PFSummary only. Only limited summary data is available for this year.

Open filing
Assets
$16,698,288
Liabilities
$27,245
Net assets
-
Revenue
$448,252
Expenses
$4,718,085
Net income
-$4,269,833
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$16.7$0.03$0.45$4.72$4.27
2022Summary only. Only limited summary data is available for this year.$20.9$0.01$20.9$0.19$1.42$1.23
2021Summary only. Only limited summary data is available for this year.$22.1$0.00$22.1$0.01$0.61$0.60
2020Summary only. Only limited summary data is available for this year.$22.7$0.00$0.28$0.71$0.43
2019Summary only. Only limited summary data is available for this year.$23.1$0.00$23.1$2.92$0.74$2.18
2018Summary only. Only limited summary data is available for this year.$20.9$0.00$20.9$1.11$1.21$0.10
2016Summary only. Only limited summary data is available for this year.$18.3$0.00$0.40$0.94$1.34
2015Summary only. Only limited summary data is available for this year.$19.6$0.00$17.6$0.97$16.7
2014Summary only. Only limited summary data is available for this year.$2.98$0.00$0.02$0.18$0.16
2013Summary only. Only limited summary data is available for this year.$3.14$0.00$0.02$0.42$0.40
2012Summary only. Only limited summary data is available for this year.$3.54$0.00$0.02$0.66$0.64
Latest Filing Detail
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Filing Period
Jun 1, 2022 to May 31, 2023

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