Civic Intelligence

Adam Morgan Foundation

990EZ • Fiscal year 2020 • EIN 26-2384254

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 01, 2021

2440 Executive Drive No 200St Charles, MO 63303

(636) 922-4800

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

32nd percentile

-6.3%

Higher net margin than 32% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Assets

$2,633

No earlier filing loaded for comparison.

Net Assets

$2,633

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$51,115

No earlier filing loaded for comparison.

Expenses

$54,356

No earlier filing loaded for comparison.

Net Income

-$3,241

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$20K$15K$10K$5.0K$0-$5.0KAssets 2020: $2,633Liabilities 2020: $0Net Assets 2020: $2,6332020Assets 2021: $8,381Liabilities 2021: $500Net Assets 2021: $7,8812021Assets 2022: $4,602Liabilities 2022: $5,000Net Assets 2022: -$3982022Assets 2023: $6,262Liabilities 2023: $3,500Net Assets 2023: $2,7622023Assets 2024: $19,503Liabilities 2024: $0Net Assets 2024: $19,5032024Assets 2025: $9,107Liabilities 2025: $0Net Assets 2025: $9,1072025

Highlighted filing

2020

Assets$2,633
Liabilities$0
Net Assets$2,633

Operations Trend

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

$400K$300K$200K$100K$0-$100KRevenue 2020: $51,115Expenses 2020: $54,356Net Income 2020: -$3,2412020Revenue 2021: $90,405Expenses 2021: $85,157Net Income 2021: $5,2482021Revenue 2022: $99,117Expenses 2022: $107,396Net Income 2022: -$8,2792022Revenue 2023: $105,273Expenses 2023: $102,113Net Income 2023: $3,1602023Revenue 2024: $241,892Expenses 2024: $225,152Net Income 2024: $16,7402024Revenue 2025: $345,291Expenses 2025: $355,687Net Income 2025: -$10,3962025

Highlighted filing

2020

Revenue$51,115
Expenses$54,356
Net Income-$3,241
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 1, 2021
Return Version
2020v4.1
Gross Receipts
$51,115
Mission and Program Overview

Mission

Dedicated to supporting & creating inclusive opportunities for neurodiverse individuals within all aspects of their lives through education, awareness, understanding, acceptance, and access to individualized supports

Program Services

DescriptionGrantsExpenses
GAVE OUT OVER 200 COMPUTER TABLETS$4,215$0
PROVIDED SPEECH AND OCCUPATIONAL ASSESSMENTS$0$0
FUNDED OVER 100 WEEKS OF SPECIALTY & INCLUSION CAMPS FOR CHILDREN WITH AUTISM$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
RACHEL MORGANPresidentFT$0--
ELLIE STACKLEVice President-$0--
HOLLY KARRAKERSecretary-$0--
CHRIS HATCHERDirector-$0--
JAMES HESSDirector-$0--
Filing and Contact Details

Filer

Filer Name
Adam Morgan Foundation
EIN
26-2384254
Phone
6369224800
Address
2440 EXECUTIVE DRIVE NO 200, ST CHARLES, MO 63303

Signing Officer

Name
Rachel Morgan
Title
President
Phone
6369224800
Signed
2021-04-01
Discuss with paid preparer
Yes

Preparer

Firm
Thousand CPA Services LLC
Address
16052 SWINGLEY RIDGE RD SUITE 120, CHESTERFIELD, MO 63017
Preparer
Nicole Thousand CPA
Phone
6365329004
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

Description: reference & educational material. Amount: 3,804. Description: bank charges. Amount: 1,517. Description: conference & meetings. Amount: 8,606. Description: general office expenses. Amount: 5,779. Description: insurance. Amount: 543. Description: telephone. Amount: 1,252. Total to form 990-ez, line 16: 21,501.

Raw XML Appendix162 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0ADAM MORGAN FOUNDATION
IRS990EZ/BooksInCareOfDetail/PhoneNum06369224800
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02440 EXECUTIVE DR SUITE 200
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ST CHARLES
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MO
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd063303
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt05874
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt02633
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt015379
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-3241
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt04486
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt05874
IRS990EZ/Form990TotalAssetsGrp/EOYAmt02633
IRS990EZ/FundraisingGrossIncomeAmt03764
IRS990EZ/GrantsAndSimilarAmountsPaidAmt04215
IRS990EZ/GrossReceiptsAmt051115
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitialReturnInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt05874
IRS990EZ/NetAssetsOrFundBalancesEOYAmt02633
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt05874
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt02633
IRS990EZ/OccupancyRentUtltsAndMaintAmt021495
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RACHEL MORGAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ELLIE STACKLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2HOLLY KARRAKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CHRIS HATCHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JAMES HESS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt021501
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0DEDICATED TO SUPPORTING & CREATING INCLUSIVE OPPORTUNITIES FOR NEURODIVERSE INDIVIDUALS WITHIN ALL ASPECTS OF THEIR LIVES THROUGH EDUCATION, AWARENESS, UNDERSTANDING, ACCEPTANCE, AND ACCESS TO INDIVIDUALIZED SUPPORTS
IRS990EZ/PrintingPublicationsPostageAmt02659
IRS990EZ/ProgramServiceRevenueAmt031972
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED SPEECH AND OCCUPATIONAL ASSESSMENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1GAVE OUT OVER 200 COMPUTER TABLETS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2FUNDED OVER 100 WEEKS OF SPECIALTY & INCLUSION CAMPS FOR CHILDREN WITH AUTISM
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt14215
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt20
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsNetIncomeLossAmt03764
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MO
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt054356
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt051115
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0ADAMORGAN.ORG
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt015379
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt015379
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt031972
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt031972
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt03764
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt03764
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt051115
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt051115
IRS990ScheduleA/Total509Grp/TotalAmt051115
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt051115
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt051115
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: REFERENCE & EDUCATIONAL MATERIAL. AMOUNT: 3,804. DESCRIPTION: BANK CHARGES. AMOUNT: 1,517. DESCRIPTION: CONFERENCE & MEETINGS. AMOUNT: 8,606. DESCRIPTION: GENERAL OFFICE EXPENSES. AMOUNT: 5,779. DESCRIPTION: INSURANCE. AMOUNT: 543. DESCRIPTION: TELEPHONE. AMOUNT: 1,252. TOTAL TO FORM 990-EZ, LINE 16: 21,501.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RACHEL MORGAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06369224800
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-04-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ADAM MORGAN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ADAM
ReturnHeader/Filer/EIN0262384254
ReturnHeader/Filer/PhoneNum06369224800
ReturnHeader/Filer/USAddress/AddressLine1Txt02440 EXECUTIVE DRIVE NO 200
ReturnHeader/Filer/USAddress/CityNm0ST CHARLES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd063303
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0273241122
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0THOUSAND CPA SERVICES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt016052 SWINGLEY RIDGE RD SUITE 120
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHESTERFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd063017
ReturnHeader/PreparerPersonGrp/PhoneNum06365329004
ReturnHeader/PreparerPersonGrp/PreparationDt02021-03-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NICOLE THOUSAND CPA
ReturnHeader/ReturnTs02021-04-02T08:53:25-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RACHEL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MORGAN
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • 501(c)3 • <$500k nonprofits