Civic Intelligence

Adam Morgan Foundation

990EZ • Fiscal year 2022 • EIN 26-2384254

Jan 01, 2022 to Dec 31, 2022 • Filed on Mar 28, 2023

2440 Executive Drive 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

95th percentile

1.09x

Higher debt load relative to assets than 95% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

77th percentile

0.05x

Higher debt load relative to revenue than 77% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

28th percentile

-8.4%

Higher net margin than 28% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

11th percentile

-45%

Faster asset growth than 11% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

50th percentile

9.6%

Faster revenue growth than 50% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Down

$4,602

Down $3,779 (-45%) from 2021

Net Assets

Down

-$398

Down $8,279 (-105%) from 2021

Liabilities

Up

$5,000

Up $4,500 (+900%) from 2021

Revenue

Up

$99,117

Up $8,712 (+9.6%) from 2021

Expenses

Up

$107,396

Up $22,239 (+26%) from 2021

Net Income

Down

-$8,279

Down $13,527 (-258%) from 2021

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

2022

Assets$4,602
Liabilities$5,000
Net Assets-$398

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

2022

Revenue$99,117
Expenses$107,396
Net Income-$8,279
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Mar 28, 2023
Return Version
2022v5.0
Gross Receipts
$99,758
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
PROVIDED OVER 500 HOURS OF INSTRUCTION TO ADULTS WITH DISABILITES TO INCREASE THEIR SELF DETERMINATION UTILIZING TECHNOLOGY$0$0
GAVE OUT OVER 20 COMPUTER TABLETS TO INDIVIDUALS WITH DISABILITIES$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DR HOLLY KARRAKERPresident-$0--
ELLIE UEBELVice President-$0--
ANDREA CRISLIPSecretary-$0--
ELIZABETH SAUERTreasurer-$0--
SUSAN BUELTMANNDirector-$0--
OMAR MALDONADODirector-$0--
JASMINE CHENDirector-$0--
Filing and Contact Details

Filer

Filer Name
Adam Morgan Foundation
EIN
26-2384254
Phone
6369224800
Address
2440 EXECUTIVE DRIVE 200, ST CHARLES, MO 63303

Signing Officer

Name
Rachel Morgan
Title
President
Phone
6369224800
Signed
2023-03-28
Discuss with paid preparer
Yes

Preparer

Firm
Thousand CPA Services LLC
Address
663 TRADE CENTER BLVD, CHESTERFIELD, MO 63005
Preparer
Dennis Zaretsky
Phone
6365329004
Supplemental Narrative

Additional Explanations

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

Description: reference & educational material. Amount: 5,888. Description: support services. Amount: 10,847. Description: general office expenses. Amount: 8,584. Description: insurance. Amount: 2,396. Description: telephone. Amount: 1,534. Description: travel. Amount: 215. Description: payroll taxes. Amount: 3,687. Total to form 990-ez, line 16: 33,151.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: loan payable. Beg. Of year amount: 500. End of year amount: 5,000.

Raw XML Appendix186 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DR HOLLY KARRAKER
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ELIZABETH SAUER
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JASMINE CHEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
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IRS990EZ/OtherChangesInNetAssetsAmt00
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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
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: REFERENCE & EDUCATIONAL MATERIAL. AMOUNT: 5,888. DESCRIPTION: SUPPORT SERVICES. AMOUNT: 10,847. DESCRIPTION: GENERAL OFFICE EXPENSES. AMOUNT: 8,584. DESCRIPTION: INSURANCE. AMOUNT: 2,396. DESCRIPTION: TELEPHONE. AMOUNT: 1,534. DESCRIPTION: TRAVEL. AMOUNT: 215. DESCRIPTION: PAYROLL TAXES. AMOUNT: 3,687. TOTAL TO FORM 990-EZ, LINE 16: 33,151.
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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.
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ReturnHeader/PreparerPersonGrp/PreparationDt02023-03-27
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ReturnHeader/ReturnTs02023-04-07T07:54:00-05:00
ReturnHeader/ReturnTypeCd0990EZ
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ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2022 filings • 501(c)3 • <$500k nonprofits