Civic Intelligence

Charlene and Thomas Morgan Charitable Foundation Inc.

990PF • Fiscal year 2014 • EIN 46-4277924

Jan 01, 2014 to Dec 31, 2014 • Filed on May 14, 2015

284 Klaus LaneRed Rock, TX 78662

(512) 326-1670

Siviq Scores

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

Liabilities / Assets

16th percentile

0.00x

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

2014 filings • $10M-$25M nonprofits • Source year 2014

Liabilities / Revenue

16th percentile

0.00x

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

2014 filings • $10M-$25M nonprofits • Source year 2014

Net Margin

98th percentile

98%

Higher net margin than 98% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Source year 2014

Top Officer Pay

22nd percentile

$40,000

Higher top officer pay than 22% of similar nonprofits.

Top officer pay equals 0.4% of source-year revenue.

2014 filings • $10M-$25M nonprofits • Source year 2014

Asset Growth

100th percentile

1039027200%

Faster asset growth than 100% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Annualized from 2013 to 2014

Revenue Growth

100th percentile

1081247600%

Faster revenue growth than 100% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Annualized from 2013 to 2014

Assets

Up

$10,390,273

Up $10,390,272 (+1039027200%) from 2013

Net Assets

$10,390,273

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2013

Revenue

Up

$10,812,477

Up $10,812,476 (+1081247600%) from 2013

Expenses

Up

$267,376

Up $267,376 from 2013

Net Income

Up

$10,545,101

Up $10,545,100 (+1054510000%) from 2013

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2013: $1Liabilities 2013: $02013Assets 2014: $10,390,273Liabilities 2014: $0Net Assets 2014: $10,390,2732014Assets 2015: $9,695,593Liabilities 2015: $12015Assets 2016: $8,858,457Liabilities 2016: $0Net Assets 2016: $8,858,4572016Assets 2017: $9,738,420Liabilities 2017: $0Net Assets 2017: $9,738,4202017Assets 2018: $9,705,125Liabilities 2018: $0Net Assets 2018: $9,705,1252018Assets 2019: $9,270,728Liabilities 2019: $0Net Assets 2019: $9,270,7282019Assets 2020: $8,536,402Liabilities 2020: $0Net Assets 2020: $8,536,4022020Assets 2021: $9,388,664Liabilities 2021: $0Net Assets 2021: $9,388,6642021Assets 2022: $9,047,727Liabilities 2022: $12022Assets 2023: $8,062,094Liabilities 2023: $12023Assets 2024: $9,065,136Liabilities 2024: $0Net Assets 2024: $9,065,1362024

Highlighted filing

2014

Assets$10,390,273
Liabilities$0
Net Assets$10,390,273

Operations Trend

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

$15M$10M$5.0M$0-$5.0MRevenue 2013: $1Expenses 2013: $0Net Income 2013: $12013Revenue 2014: $10,812,477Expenses 2014: $267,376Net Income 2014: $10,545,1012014Revenue 2015: $91,573Expenses 2015: $786,253Net Income 2015: -$694,6802015Revenue 2016: $16,169Expenses 2016: $832,609Net Income 2016: -$816,4402016Revenue 2017: $1,651,470Expenses 2017: $771,507Net Income 2017: $879,9632017Revenue 2018: $759,494Expenses 2018: $787,406Net Income 2018: -$27,9122018Revenue 2019: $427,514Expenses 2019: $860,709Net Income 2019: -$433,1952019Revenue 2020: $153,539Expenses 2020: $887,865Net Income 2020: -$734,3262020Revenue 2021: $1,714,585Expenses 2021: $862,323Net Income 2021: $852,2622021Revenue 2022: $596,597Expenses 2022: $937,534Net Income 2022: -$340,9372022Revenue 2023: -$96,890Expenses 2023: $888,743Net Income 2023: -$985,6332023Revenue 2024: $1,892,045Expenses 2024: $889,003Net Income 2024: $1,003,0422024

Highlighted filing

2014

Revenue$10,812,477
Expenses$267,376
Net Income$10,545,101
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 14, 2015
Return Version
2014v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROGER C SOLOMONDirectorPT$40,000-$40,000
JOYCE SOLOMONDirectorPT$40,000-$40,000
WILLIAM SOLOMONDirectorPT$40,000-$40,000
Filing and Contact Details

Filer

Filer Name
Charlene and Thomas Morgan Charitable
EIN
46-4277924
In Care Of
% ROGER C SOLOMON
Phone
5123261670
Address
284 KLAUS LANE, RED ROCK, TX 78662

Signing Officer

Name
roger solomon
Title
officer
Phone
7136220016
Signed
2015-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Eepb Pc
Address
2950 NORTH LOOP W SUITE 1200, HOUSTON, TX 77092
Preparer
Douglas D Louk
Phone
7136220016
Raw XML Appendix374 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/StatementsRegardingActyGrp/NewSubstantialContributorsInd0true
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IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0ROGER C SOLOMON
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt12000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0FURTHERANCE OF THE CHRISTIAN FAITH AND MINISTRY TO THE SURROUNDING COMMUNITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1FURTHERANCE OF THE CHRISTIAN FAITH AND MINISTRY TO THE SURROUNDING COMMUNITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2FURTHERANCE OF THE CHRISTIAN FAITH AMONG THE MOTORCYLCING COMMUNITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0BATEMAN BAPTIST CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1LIVING WORD CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2CHRISTIAN MOTORCYLCE ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02691 FM-20
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt17350 WEST TC JESTER BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 9
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0RED ROCK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1HOUSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2HATFIELD
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2AR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd078662
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd177088
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd271945
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt09500
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0503878
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
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IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02011
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02010
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt09500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0494378
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0CHARLENE MORGAN ESTATE TRUST
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt010115 OLYMPIA DR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0HOUSTON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0TX
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd077042
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt010459424
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt09312483
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0SEE ATTACHED STATEMENTS
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02014-02-03
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt02969
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DIVIDENDS RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt02814
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt02814
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0154828
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0CONTRIBUTED ASSSETS FMV > BASIS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OFFICE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1PTP NONDEDUCTIBLE & SUSPENDED
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2MISCELLANEOUS EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0722
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt12535
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt21752
OtherIncomeSchedule2/OtherIncomeDetail/Desc0VARIOUS PTPs - RENTAL REAL ESTATE INCOME
OtherIncomeSchedule2/OtherIncomeDetail/Desc1VARIOUS PTPs - NET ROYALTY INCOME
OtherIncomeSchedule2/OtherIncomeDetail/Desc2VARIOUS PTPs - OTHER INVESTMENT INCOME
OtherIncomeSchedule2/OtherIncomeDetail/Desc3VARIOUS PTPs - ORD. INC. SUBJECT TO UBTI
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt066
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt1641
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt232
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt066
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1641
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt232
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt3-122662
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0101830
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt110
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISOR FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1PTP PORTFOLIO DEDUCTIONS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0101830
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt110
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0CHARLENE MORGAN ESTATE TRUST
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt010115 OLYMPIA DR
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0HOUSTON
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0TX
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd077042
TaxesSchedule/TaxesDetail/Amt08291
TaxesSchedule/TaxesDetail/Amt11276
TaxesSchedule/TaxesDetail/Amt237
TaxesSchedule/TaxesDetail/CategoryTxt0PAYROLL TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES WITHHOLDING
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAXES FROM PTP
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt02073
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt11276
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt237
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0roger solomon
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0officer
ReturnHeader/BusinessOfficerGrp/PhoneNum07136220016
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHARLENE AND THOMAS MORGAN CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0464277924
ReturnHeader/Filer/InCareOfNm0% ROGER C SOLOMON
ReturnHeader/Filer/PhoneNum05123261670
ReturnHeader/Filer/USAddress/AddressLine1Txt0284 KLAUS LANE
ReturnHeader/Filer/USAddress/CityNm0RED ROCK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078662
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EEPB PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02950 NORTH LOOP W SUITE 1200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HOUSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077092
ReturnHeader/PreparerPersonGrp/PhoneNum07136220016
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DOUGLAS D LOUK
ReturnHeader/ReturnTs02015-11-11T13:13:18-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

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