Civic Intelligence

Morgens West Foundation

990T • Fiscal year 2023 • EIN 31-6090957

Jan 01, 2023 to Dec 31, 2023 • Filed on Jan 30, 2025

Organization Profile

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229 Peachtree Hills Avenue 237Atlanta, GA 30305

(404) 364-0967

Siviq Scores

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Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

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.

$20M$15M$10M$5.0M$0Assets 2020: $13,460,964Liabilities 2020: $0Net Assets 2020: $13,460,9642020Assets 2021: $14,093,652Liabilities 2021: $0Net Assets 2021: $14,093,6522021Assets 2022: $14,696,963Liabilities 2022: $0Net Assets 2022: $14,696,9632022Assets 2024: $15,649,949Liabilities 2024: $0Net Assets 2024: $15,649,9492024

Latest loaded filing

2024

Assets$15,649,949
Liabilities$0
Net Assets$15,649,949
Open 2024 Filing

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2020: $572,671Expenses 2020: $755,014Net Income 2020: -$182,3432020Revenue 2021: $1,101,164Expenses 2021: $604,410Net Income 2021: $496,7542021Revenue 2022: $683,039Expenses 2022: $861,292Net Income 2022: -$178,2532022Revenue 2024: $1,244,944Expenses 2024: $957,312Net Income 2024: $287,6322024

Latest loaded filing

2024

Revenue$1,244,944
Expenses$957,312
Net Income$287,632
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jan 30, 2025
Return Version
2023v8.0
Filing and Contact Details

Filer

Filer Name
Morgens West Foundation
EIN
31-6090957
Phone
4043640967
Address
229 PEACHTREE HILLS AVENUE 237, ATLANTA, GA 30305

Signing Officer

Name
Jim Morgens
Title
Trustee
Phone
4043640967
Signed
2025-01-30
Discuss with paid preparer
Yes

Preparer

Firm
Cbiz Advisors LLC
Address
3625 CUMBERLAND BLVD SE SUITE 1100, ATLANTA, GA 30339
Preparer
David J Schuchmann
Phone
7708584500
Raw XML Appendix87 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
IRS990T/BalanceDueAmt01460
IRS990T/BooksInCareOfDetail/PersonNm0JIM MORGENS
IRS990T/BooksInCareOfDetail/PhoneNum04043640967
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0SAME ADDRESS AS PAGE 1
IRS990T/BooksInCareOfDetail/USAddress/CityNm0ATLANTA
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0GA
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd030305
IRS990T/BookValueAssetsEOYAmt015083830
IRS990T/CharitableContributionsDedAmt00
IRS990T/ESPenaltyAmt012
IRS990T/EstimatedTaxPaymentsAmt0520
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form2220AttachedInd0X
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OtherTaxesAmt00
IRS990T/PaidTaxLiabilityAmt00
IRS990T/Post2017NOLCarryoverGrp/AvlblPost2017NOLCarryoverAmt011906
IRS990T/Post2017NOLCarryoverGrp/PrincipalBusinessActivityCd0900001
IRS990TScheduleA/NetOperatingLossDeductionAmt011906
IRS990TScheduleA/OtherIncomeAmt022277
IRS990TScheduleA/PrincipalBusinessActivityCd0900001
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt00
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt022277
IRS990TScheduleA/TotUnrltTrdBusIncmAmt022277
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0THE ORGANIZATION HAD UNRELATED BUSINESS ACTIVITY FROM INVESTMENT ACTIVITY.
IRS990TScheduleA/UBIBeforeNOLDedAmt022277
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt010371
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt01968
IRS990T/TaxLessCreditsAmt01968
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt0520
IRS990T/TotalTaxAmt01968
IRS990T/TotalTaxComputationAmt01968
IRS990T/TotalUBTIAmt09371
IRS990T/TotalUBTIBeforeNOLSpecificAmt010371
IRS990T/TotalUBTIBeforeSection199AAmt010371
IRS990T/TotalUBTIComputedAmt010371
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JIM MORGENS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04043640967
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-01-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MORGENS WEST FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MORG
ReturnHeader/Filer/EIN0316090957
ReturnHeader/Filer/PhoneNum04043640967
ReturnHeader/Filer/USAddress/AddressLine1Txt0229 PEACHTREE HILLS AVENUE 237
ReturnHeader/Filer/USAddress/CityNm0ATLANTA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd030305
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0341851358
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CBIZ ADVISORS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03625 CUMBERLAND BLVD SE SUITE 1100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ATLANTA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030339
ReturnHeader/PreparerPersonGrp/PhoneNum07708584500
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID J SCHUCHMANN
ReturnHeader/ReturnTs02025-02-03T07:36:27-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$15.6$0.00$15.6$1.24$0.96$0.29
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.
2022Detailed filing. Detailed filing data is available for this year.$14.7$0.00$14.7$0.68$0.86$0.18
2021Detailed filing. Detailed filing data is available for this year.$14.1$0.00$14.1$1.10$0.60$0.50
2020Detailed filing. Detailed filing data is available for this year.$13.5$0.00$13.5$0.57$0.76$0.18