Civic Intelligence

Morgan Education Foundation

990 • Fiscal year 2021 • EIN 20-3287292

Jul 01, 2020 to Jun 30, 2021 • Filed on May 09, 2022

Organization ProfileN/A
240 East YoungMorgan, UT 84050

(801) 829-3411

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

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

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

29th percentile

0.00x

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

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Net Margin

46th percentile

10.0%

Higher net margin than 46% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

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

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Asset Growth

34th percentile

1.8%

Faster asset growth than 34% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

17th percentile

-18%

Faster revenue growth than 17% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$798,833

Up $13,990 (+1.8%) from 2020

Net Assets

Up

$798,833

Up $13,990 (+1.8%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin46th percentile

Revenue

Down

$140,262

Down $31,320 (-18%) from 2020

Expenses

Down

$126,272

Down $7,953 (-5.9%) from 2020

Net Income

Down

$13,990

Down $23,367 (-63%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

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

$1.0M$500K$0Assets 2011: $389,448Liabilities 2011: $02011Assets 2012: $376,522Liabilities 2012: $0Net Assets 2012: $376,5222012Assets 2013: $398,793Net Assets 2013: $398,7932013Assets 2014: $434,826Liabilities 2014: $0Net Assets 2014: $434,8262014Assets 2015: $533,013Liabilities 2015: $0Net Assets 2015: $533,0132015Assets 2016: $546,492Liabilities 2016: $0Net Assets 2016: $546,4922016Assets 2017: $672,726Liabilities 2017: $0Net Assets 2017: $672,7262017Assets 2018: $677,132Liabilities 2018: $0Net Assets 2018: $677,1322018Assets 2019: $747,486Liabilities 2019: $0Net Assets 2019: $747,4862019Assets 2020: $784,843Liabilities 2020: $0Net Assets 2020: $784,8432020Assets 2021: $798,833Liabilities 2021: $0Net Assets 2021: $798,8332021Assets 2022: $824,238Liabilities 2022: $0Net Assets 2022: $824,2382022Assets 2023: $858,083Liabilities 2023: $0Net Assets 2023: $858,0832023

Highlighted filing

2021

Assets$798,833
Liabilities$0
Net Assets$798,833
Open 2021 Filing

Operations Trend

Revenue Growth17th percentile

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

$600K$400K$200K$0Revenue 2011: $100,669Expenses 2011: $67,375Net Income 2011: $33,2942011Expenses 2012: $571,4782012Revenue 2013: $160,923Expenses 2013: $138,652Net Income 2013: $22,2712013Revenue 2014: $128,031Expenses 2014: $91,998Net Income 2014: $36,0332014Revenue 2015: $223,230Expenses 2015: $125,044Net Income 2015: $98,1862015Revenue 2016: $139,710Expenses 2016: $126,231Net Income 2016: $13,4792016Revenue 2017: $254,864Expenses 2017: $128,630Net Income 2017: $126,2342017Revenue 2018: $148,703Expenses 2018: $144,297Net Income 2018: $4,4062018Revenue 2019: $217,413Expenses 2019: $147,059Net Income 2019: $70,3542019Revenue 2020: $171,582Expenses 2020: $134,225Net Income 2020: $37,3572020Revenue 2021: $140,262Expenses 2021: $126,272Net Income 2021: $13,9902021Revenue 2022: $160,255Expenses 2022: $134,850Net Income 2022: $25,4052022Revenue 2023: $161,712Expenses 2023: $127,867Net Income 2023: $33,8452023

Highlighted filing

2021

Revenue$140,262
Expenses$126,272
Net Income$13,990
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 9, 2022
Return Version
2020v4.0
Gross Receipts
$140,262
Mission and Program Overview

Mission

To unite the community in acquiring and directing its resources to enhance the educational experience and pursuit of excellence for students attending public schools within the morgan school district

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$784,843$798,833▲ $13,990
Cash and Non-Interest-Bearing Accounts-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$784,843$798,833▲ $13,990
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$534,843$548,833▲ $13,990
Net Assets With Donor Restrictions$250,000$250,000→ $0
Total Net Assets Fund Balance$784,843$798,833▲ $13,990
Total Liabilities and Net Assets / Fund Balance$784,843$798,833▲ $13,990
Compensation and Service Providers
Top Officer Pay52nd percentile

Board Members and Trustees

NameTitle
Becky WeeksChair
Gayleen AdamsVice Chair
Kristina McgreerSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$136,843
Program Service Revenue
$0
Investment Income
$3,419
Other Revenue
$0
All Other Contributions
$136,843
Change in Net Assets
$13,990
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$116,031
Other Expenses$10,241
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$116,031--$116,031
Other Expenses$10,241--$10,241
Total Functional Expenses$126,272$0$0$126,272
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“Board members review the form 990 in the board meeting prior to filing the form with the internal revenue service.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Governing documents policies, and financial statements are available from the morgan school district office.”

Filing and Contact Details

Filer

Filer Name
Morgan Education Foundation
EIN
20-3287292
Phone
8018293411
Address
240 EAST YOUNG, MORGAN, UT 84050

Signing Officer

Name
Becky Weeks
Title
Chair
Signed
2022-05-09
Discuss with paid preparer
Yes

Organization Details

Legal Domicile
Ut
Voting Board Members
3
Independent Board Members
0
Employees
0

Preparer

Firm
Gilbert & Stewart
Address
190 West 800 North Suite 100, Provo, UT 84601
Preparer
James a Gilbert CPA
Phone
8013775300
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BOARD MEMBERS REVIEW THE FORM 990 IN THE BOARD MEETING PRIOR TO FILING THE FORM WITH THE INTERNAL REVENUE SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GOVERNING DOCUMENTS POLICIES, AND FINANCIAL STATEMENTS ARE AVAILABLE FROM THE MORGAN SCHOOL DISTRICT OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
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IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0784843
IRS990/TotalAssetsEOYAmt0798833
IRS990/TotalAssetsGrp/BOYAmt0784843
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BECKY WEEKS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIR
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MORGAN EDUCATION FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MORG
ReturnHeader/Filer/EIN0203287292
ReturnHeader/Filer/PhoneNum08018293411
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0UT
ReturnHeader/Filer/USAddress/ZIPCd084050
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0870403149
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Gilbert & Stewart
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0190 West 800 North Suite 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Provo
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd084601
ReturnHeader/PreparerPersonGrp/PhoneNum08013775300
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES A GILBERT CPA
ReturnHeader/ReturnTs02022-05-09T07:53:01-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BECKY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WEEKS
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$798,833
Liabilities
$0
Net assets
$798,833
Revenue
$140,262
Expenses
$126,272
Net income
$13,990
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$8.58$0.00$8.58$1.62$1.28$0.34
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.24$0.00$8.24$1.60$1.35$0.25
2021Detailed filing. Detailed filing data is available for this year.$7.99$0.00$7.99$1.40$1.26$0.14
2020Summary only. Only limited summary data is available for this year.$7.85$0.00$7.85$1.72$1.34$0.37
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.47$0.00$7.47$2.17$1.47$0.70
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.77$0.00$6.77$1.49$1.44$0.04
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.73$0.00$6.73$2.55$1.29$1.26
2016Detailed filing. Detailed filing data is available for this year.$5.46$0.00$5.46$1.40$1.26$0.13
2015Detailed filing. Detailed filing data is available for this year.$5.33$0.00$5.33$2.23$1.25$0.98
2014Detailed filing. Detailed filing data is available for this year.$4.35$0.00$4.35$1.28$0.92$0.36
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.99$3.99$1.61$1.39$0.22
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.77$0.00$3.77$5.71
2011Summary only. Only limited summary data is available for this year.$3.89$0.00$1.01$0.67$0.33