Civic Intelligence

Charlene and Thomas Morgan Charitable Foundation Inc.

990PF • Fiscal year 2016 • EIN 46-4277924

Jan 01, 2016 to Dec 31, 2016 • Filed on Aug 21, 2017

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

17th percentile

0.00x

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

2016 filings • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

16th percentile

0.00x

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

2016 filings • $5M-$10M nonprofits • Source year 2016

Net Margin

1st percentile

-5049%

Higher net margin than 1% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

33rd percentile

$40,000

Higher top officer pay than 33% of similar nonprofits.

Top officer pay equals 247.4% of source-year revenue.

2016 filings • $5M-$10M nonprofits • Source year 2016

Asset Growth

11th percentile

-8.6%

Faster asset growth than 11% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

2nd percentile

-82%

Faster revenue growth than 2% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Annualized from 2015 to 2016

Assets

Down

$8,858,457

Down $837,136 (-8.6%) from 2015

Net Assets

$8,858,457

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2015

Revenue

Down

$16,169

Down $75,404 (-82%) from 2015

Expenses

Up

$832,609

Up $46,356 (+5.9%) from 2015

Net Income

Down

-$816,440

Down $121,760 (-18%) from 2015

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

2016

Assets$8,858,457
Liabilities$0
Net Assets$8,858,457

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

2016

Revenue$16,169
Expenses$832,609
Net Income-$816,440
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Aug 21, 2017
Return Version
2016v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROGER C SOLOMONDirectorPT$40,000-$40,000
JOYCE SOLOMONDirectorPT$40,000-$40,000
ANNE VAUGHNDirectorPT$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 C Solomon
Title
Trustee
Phone
5123261670
Signed
2017-08-21
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 Appendix370 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/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0RED ROCK
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd078662
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TX
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0ROGER C SOLOMON
IRS990PF/StatementsRegardingActyGrp/PhoneNum05123261670
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0552304
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt25000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0FURTHERANCE OF THE CHRISTIAN FAITH AND MINISTRY TO THE SURROUNDING COMMUNITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1FURTHERANCE OF THE CHRISTIAN FAITH AMONG THE MOTORCYCLING COMMUNITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2FURTHERANCE OF THE CHRISTIAN FAITH AND MINISTRY TO THE SURROUNDING COMMUNITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0BATEMAN BAPTIST CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1CHRISTIAN MOTORCYCLE ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2LIVING WORD CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/AddressLine1Txt0PO Box 172
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/CityNm0San Pedro Town
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/CountryCd0BH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/ProvinceOrStateNm0Ambergris Caye
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02691 FM-20
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 9
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0RED ROCK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1HATFIELD
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1AR
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd171945
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0558304
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
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/AppliedToCurrentYearAmt020608
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0537696
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0503026
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02012
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0558304
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0482418
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0537696
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt07123
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt02634
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt110000
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DIVIDENDS RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1OTHER RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt02759
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt110000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt02759
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt110000
OtherDecreasesSchedule/OtherDecreasesDetail/Amt020696
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ADJUSTMENT TO REPORTED BASIS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OFFICE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1PTP NONDEDUCTIBLE & SUSPENDED
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2MISCELLANEOUS EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03445
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt13928
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt21300
OtherIncomeSchedule2/OtherIncomeDetail/Desc0VARIOUS PTPs - NET ROYALTY INCOME
OtherIncomeSchedule2/OtherIncomeDetail/Desc1VARIOUS PTPs - ORD. INC. SUBJECT TO UBTI
OtherIncomeSchedule2/OtherIncomeDetail/Desc2DISALLOWED CAPITAL PASSIVE ACTIVITY LOSS
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt011
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt011
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1-138263
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt2-28514
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0116809
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISOR FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0116809
TaxesSchedule/TaxesDetail/Amt09180
TaxesSchedule/TaxesDetail/Amt11577
TaxesSchedule/TaxesDetail/Amt284
TaxesSchedule/TaxesDetail/CategoryTxt0PAYROLL TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES WITHHOLDING
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAXES FROM PTP
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt02295
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt11577
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt284
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROGER C SOLOMON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05123261670
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-08-21
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0FAFBBDB505953E14BB2EFB245EAB9525B1C1C016
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId004B4562E478434A4DA37410B04AA9AC0ECB08165
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId076636920172275000028
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-08-15
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0216.110.87.50
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/ReturnTs02017-08-15T16:13:23-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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