Civic Intelligence

Morgan Family Foundation Inc

EIN 46-4245754 • Bozeman, MT

520 S Grand AveBozeman, MT 59715
Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

25th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Net Margin

93rd percentile

72%

Higher net margin than 93% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Top Officer Pay

33rd percentile

$0

Higher top officer pay than 33% of similar nonprofits.

$5M-$10M nonprofits • Source year 2025

Asset Growth

85th percentile

24%

Faster asset growth than 85% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

90th percentile

145%

Faster revenue growth than 90% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$9,128,328

Up $1,790,801 (+24%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$9,128,328

Up $1,790,801 (+24%) from 2023

Operations
Liabilities / Revenue25th percentileNet Margin93rd percentile

Revenue

Up

$3,173,930

Up $1,877,224 (+145%) from 2023

Expenses

Up

$902,540

Up $150,747 (+20%) from 2023

Net Income

Up

$2,271,390

Up $1,726,477 (+317%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth85th percentile

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

$10M$5.0M$0Assets 2014: $3,915,927Liabilities 2014: $02014Assets 2015: $6,534,588Liabilities 2015: $0Net Assets 2015: $6,534,5882015Assets 2016: $6,383,484Liabilities 2016: $0Net Assets 2016: $6,383,4842016Assets 2017: $6,987,698Liabilities 2017: $0Net Assets 2017: $6,987,6982017Assets 2018: $7,077,939Liabilities 2018: $0Net Assets 2018: $7,077,9392018Assets 2019: $7,211,561Liabilities 2019: $0Net Assets 2019: $7,211,5612019Assets 2020: $6,533,925Liabilities 2020: $0Net Assets 2020: $6,533,9252020Assets 2021: $6,716,402Liabilities 2021: $0Net Assets 2021: $6,716,4022021Assets 2022: $6,981,822Liabilities 2022: $0Net Assets 2022: $6,981,8222022Assets 2023: $7,337,527Liabilities 2023: $0Net Assets 2023: $7,337,5272023Assets 2024: $9,128,328Liabilities 2024: $0Net Assets 2024: $9,128,3282024

Highlighted filing

2024

Assets$9,128,328
Liabilities$0
Net Assets$9,128,328
Open 2024 Filing

Operations Trend

Revenue Growth90th percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2014: $6,217,884Expenses 2014: $87,957Net Income 2014: $6,129,9272014Revenue 2015: $2,823,420Expenses 2015: $204,759Net Income 2015: $2,618,6612015Revenue 2016: $211,417Expenses 2016: $305,228Net Income 2016: -$93,8112016Revenue 2017: $1,023,402Expenses 2017: $234,590Net Income 2017: $788,8122017Revenue 2018: $349,588Expenses 2018: $329,650Net Income 2018: $19,9382018Revenue 2019: $455,592Expenses 2019: $354,356Net Income 2019: $101,2362019Revenue 2020: $473,266Expenses 2020: $1,066,888Net Income 2020: -$593,6222020Revenue 2021: $1,057,948Expenses 2021: $743,309Net Income 2021: $314,6392021Revenue 2022: $1,005,618Expenses 2022: $695,954Net Income 2022: $309,6642022Revenue 2023: $1,296,706Expenses 2023: $751,793Net Income 2023: $544,9132023Revenue 2024: $3,173,930Expenses 2024: $902,540Net Income 2024: $2,271,3902024

Highlighted filing

2024

Revenue$3,173,930
Expenses$902,540
Net Income$2,271,390
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,128,328
Liabilities
$0
Net assets
$9,128,328
Revenue
$3,173,930
Expenses
$902,540
Net income
$2,271,390
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.13$0.00$9.13$3.17$0.90$2.27
2023Detailed filing. Detailed filing data is available for this year.$7.34$0.00$7.34$1.30$0.75$0.54
2022Detailed filing. Detailed filing data is available for this year.$6.98$0.00$6.98$1.01$0.70$0.31
2021Detailed filing. Detailed filing data is available for this year.$6.72$0.00$6.72$1.06$0.74$0.31
2020Detailed filing. Detailed filing data is available for this year.$6.53$0.00$6.53$0.47$1.07$0.59
2019Detailed filing. Detailed filing data is available for this year.$7.21$0.00$7.21$0.46$0.35$0.10
2018Detailed filing. Detailed filing data is available for this year.$7.08$0.00$7.08$0.35$0.33$0.02
2017Detailed filing. Detailed filing data is available for this year.$6.99$0.00$6.99$1.02$0.23$0.79
2016Detailed filing. Detailed filing data is available for this year.$6.38$0.00$6.38$0.21$0.31$0.09
2015Detailed filing. Detailed filing data is available for this year.$6.53$0.00$6.53$2.82$0.20$2.62
2014Summary only. Only limited summary data is available for this year.$3.92$0.00$6.22$0.09$6.13
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 12, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay33rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-President-$0--
-Vice President-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantUnited Way of La Porte CountyGENERALPCMichigan City, IN, US$135,675
Paid GrantHelp Center IncGENERALPCBozeman, MT, US$100,000
Paid GrantLa Porte County Juvenile Task ForceGENERALPCLa Porte, IN, US$91,248
Paid GrantSpay MontanaGENERALPCButte, MT, US$50,000
Paid GrantHeart of the ValleyGENERALPCBozeman, MT, US$40,000
Paid GrantButte Rescue Mission Center for HopeGENERALPCButte, MT, US$40,000
Paid GrantNew Covenant Outreach MinistriesGENERALPCMichigan City, IN, US$28,000
Paid GrantAnthony Adams HouseGENERALPCMichigan City, IN, US$26,196
Paid GrantButte SPIRIT CenterGENERALPCButte, MT, US$25,000
Paid GrantThriveGENERALPCBozeman, MT, US$25,000
Paid GrantFried's Cat Shelter IncGENERALPCMichigan City, IN, US$25,000
Paid GrantWolfpoint Pound Puppies Animal RescueGENERALPCWolf Point, MT, US$25,000
Paid GrantBig Sky Youth EmpowermentGENERALPCBozeman, MT, US$25,000
Paid GrantCASA for Kids of Flathead CountyGENERALPCKalispell, MT, US$25,000
Paid GrantFly High Youth ServicesGENERALPCMichigan City, IN, US$20,000
Paid GrantLubeznik Center of the ArtsGENERALPCMichigan City, IN, US$20,000
Paid GrantEmpact Arts IncGENERALPCBaltimore, MD, US$20,000
Paid GrantThe Temple Total FitnessGENERALPCMichigan City, IN, US$17,350
Paid GrantBoys and Girls Club of La Porte CountyGENERALPCMichigan City, IN, US$15,000
Paid GrantNekeisha Nicole Monster Hodges-Hawkins FoundationGENERALPCMichigan City, IN, US$15,000
Paid GrantBudding Entrepeneurs Nonprofit OrgGENERALPCMichigan City, IN, US$15,000
Paid GrantUnleashing More Positivity - Jump IncGENERALPCTrail Creek, IN, US$15,000
Paid GrantMCAS Safe HarborGENERALPCMichigan City, IN, US$10,000
Paid GrantHumane Society of Northwest MontanaGENERALPCKalispell, MT, US$5,000
Paid GrantTiny Tails K-9 Rescue IncGENERALPCManhattan, MT, US$5,000
Paid GrantCenter Township for the People IncGENERALPCLa Porte, IN, US$5,000
Paid GrantPositive Image Positive ImpactGENERALPCIndianapolis, IN, US$5,000
Paid GrantUnity Foundation of La Porte CountyGENERALPCMichigan City, IN, US$2,500
Paid GrantCenter for Creative Solutions IncGENERALPCLa Porte, IN, US$2,000
Paid GrantMichigan City Area SchoolsGENERALPCMichigan City, IN, US$1,000
Filing and Contact Details

Filer

Filer Name
Morgan Family Foundation Inc
EIN
46-4245754
Phone
4065957678
Address
520 S Grand Ave, Bozeman, MT 59715

Signing Officer

Name
Lucy Curran
Title
Vice President
Phone
4065957678
Signed
2025-05-12
Discuss with paid preparer
Yes

Preparer

Firm
Forvis Mazars LLP
Address
820 Massachusetts Ave Suite 1370, Indianapolis, IN 46204
Preparer
Jeffrey Bodkin
Phone
3173834000
Raw XML AppendixShowing 400 of 655 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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0La Porte County Juvenile Task Force
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Fly High Youth Services
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2Humane Society of Northwest Montana
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3New Covenant Outreach Ministries
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4The Temple Total Fitness
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5Butte SPIRIT Center
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6Help Center Inc
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7Thrive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8Center for Creative Solutions Inc
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9Fried's Cat Shelter Inc
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10United Way of La Porte County
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt11Lubeznik Center of the Arts
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt12Boys and Girls Club of La Porte County
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt13Heart of the Valley
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt14Nekeisha Nicole Monster Hodges-Hawkins Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt15Wolfpoint Pound Puppies Animal Rescue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt16MCAS Safe Harbor
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt17Budding Entrepeneurs Nonprofit Org
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt18Big Sky Youth Empowerment
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt19Butte Rescue Mission Center for Hope
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt20Tiny Tails K-9 Rescue Inc
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt21CASA for Kids of Flathead County
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt22Unity Foundation of La Porte County
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt23Spay Montana
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt24Center Township for the People Inc
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt25Michigan City Area Schools
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt26Empact Arts Inc
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt27Anthony Adams House
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt28Positive Image Positive Impact
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt29Unleashing More Positivity - Jump Inc
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