Civic Intelligence

Pete Morgan Foundation Trust

EIN 47-0833529 • Denver, CO

Pub. 78 Eligible
8181 E Tufts Ave Ste 600Denver, CO 80237
Siviq Scores

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

Liabilities / Assets

43rd percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

44th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Net Margin

9th percentile

-55%

Higher net margin than 9% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

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

$500k-$1M nonprofits • Source year 2024

Asset Growth

13th percentile

-18%

Faster asset growth than 13% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

44th percentile

3.7%

Faster revenue growth than 44% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Down

$695,030

Down $148,315 (-18%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$695,030

Down $148,315 (-18%) from 2023

Revenue

Up

$271,185

Up $9,593 (+3.7%) from 2023

Expenses

Down

$419,500

Down $26,188 (-5.9%) from 2023

Net Income

Up

-$148,315

Up $35,781 (+19%) from 2023

Trend Graphs

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0-$2.0MAssets 2011: $4,119,476Liabilities 2011: $5,583,981Net Assets 2011: -$1,464,5052011Assets 2012: $4,401,353Liabilities 2012: $3,650,731Net Assets 2012: $750,6222012Assets 2013: $1,602,535Liabilities 2013: $175,000Net Assets 2013: $1,427,5352013Assets 2014: $3,449,891Liabilities 2014: $0Net Assets 2014: $3,449,8912014Assets 2015: $3,505,834Liabilities 2015: $0Net Assets 2015: $3,505,8342015Assets 2016: $3,380,889Liabilities 2016: $0Net Assets 2016: $3,380,8892016Assets 2017: $3,442,248Liabilities 2017: $0Net Assets 2017: $3,442,2482017Assets 2018: $3,437,540Liabilities 2018: $0Net Assets 2018: $3,437,5402018Assets 2019: $2,878,809Liabilities 2019: $0Net Assets 2019: $2,878,8092019Assets 2020: $2,650,690Liabilities 2020: $0Net Assets 2020: $2,650,6902020Assets 2021: $1,580,035Liabilities 2021: $0Net Assets 2021: $1,580,0352021Assets 2022: $1,020,941Liabilities 2022: $0Net Assets 2022: $1,020,9412022Assets 2023: $843,345Liabilities 2023: $0Net Assets 2023: $843,3452023Assets 2024: $695,030Liabilities 2024: $0Net Assets 2024: $695,0302024

Highlighted filing

2024

Assets$695,030
Liabilities$0
Net Assets$695,030

Operations Trend

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

$40M$30M$20M$10M$0-$10MExpenses 2011: $35,138,8842011Expenses 2012: -$1072012Revenue 2013: $1,813,331Expenses 2013: $507,294Net Income 2013: $1,306,0372013Revenue 2014: $2,050,305Expenses 2014: $27,949Net Income 2014: $2,022,3562014Revenue 2015: $73,088Expenses 2015: $17,145Net Income 2015: $55,9432015Revenue 2016: $86,637Expenses 2016: $211,582Net Income 2016: -$124,9452016Revenue 2017: $134,251Expenses 2017: $72,892Net Income 2017: $61,3592017Revenue 2018: $111,144Expenses 2018: $115,852Net Income 2018: -$4,7082018Revenue 2019: $252,300Expenses 2019: $811,031Net Income 2019: -$558,7312019Revenue 2020: $378,801Expenses 2020: $606,920Net Income 2020: -$228,1192020Revenue 2021: $792,859Expenses 2021: $1,901,606Net Income 2021: -$1,108,7472021Revenue 2022: $367,668Expenses 2022: $882,170Net Income 2022: -$514,5022022Revenue 2023: $261,592Expenses 2023: $445,688Net Income 2023: -$184,0962023Revenue 2024: $271,185Expenses 2024: $419,500Net Income 2024: -$148,3152024

Highlighted filing

2024

Revenue$271,185
Expenses$419,500
Net Income-$148,315

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$0.27$0.42$0.15
2023Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.26$0.45$0.18
2022Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.37$0.88$0.51
2021Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.79$1.90$1.11
2020Detailed filing. Detailed filing data is available for this year.$2.65$0.00$2.65$0.38$0.61$0.23
2019Detailed filing. Detailed filing data is available for this year.$2.88$0.00$2.88$0.25$0.81$0.56
2018Detailed filing. Detailed filing data is available for this year.$3.44$0.00$3.44$0.11$0.12$0.00
2017Detailed filing. Detailed filing data is available for this year.$3.44$0.00$3.44$0.13$0.07$0.06
2016Detailed filing. Detailed filing data is available for this year.$3.38$0.00$3.38$0.09$0.21$0.12
2015Detailed filing. Detailed filing data is available for this year.$3.51$0.00$3.51$0.07$0.02$0.06
2014Detailed filing. Detailed filing data is available for this year.$3.45$0.00$3.45$2.05$0.03$2.02
2013Detailed filing. Detailed filing data is available for this year.$1.60$0.18$1.43$1.81$0.51$1.31
2012Detailed filing. Detailed filing data is available for this year.$4.40$3.65$0.75$0.00
2011Detailed filing. Detailed filing data is available for this year.$4.12$5.58$1.46$35.1
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 13, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KYLEE MCVANEY LOURIETrustee-$0--
Filing and Contact Details

Filer

Filer Name
Pete Morgan Foundation Trust
EIN
47-0833529
Phone
3032972142
Address
8181 E TUFTS AVE STE 600, DENVER, CO 80237

Signing Officer

Name
Kylee Mcvaney Lourie
Title
Trustee
Phone
3032972142
Signed
2025-10-13
Discuss with paid preparer
Yes

Preparer

Firm
Plante & Moran Pllc
Address
8181 E TUFTS AVE SUITE 600, DENVER, CO 80237
Preparer
Samuel Ysusi
Phone
3037409400
Raw XML Appendix355 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/GrantOrContributionPurposeTxt3GIFTS OF CASH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4GIFTS OF CASH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5GIFTS OF CASH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6GIFTS OF CASH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7GIFTS OF CASH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8GIFTS OF CASH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ASONE MINISTRIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1GRACE HONOLULU
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2LIFE CENTER ETHIOPIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3MORDECAI NETWORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4NATIONAL CHRISTIAN FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5PROMISED LAND LIVING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6SALESMANSHIP CLUB CHARITABLE GOLF OF DALLAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7SAVE OUR YOUTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8WELLSPRING CHURCH
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt7PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt8PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt8NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0P O BOX 90155
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1901 HAUSTEN ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt26366 S HARRISON CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3300 CENTER DR STE G 107
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt41150 SANCTUARY PKWY SUITE 350
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt51320 TOWER ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6106 E 10TH ST 200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt73443 W 23RD AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt83885 S BROADWAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SIOUX FALLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1HONOLULU
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5SCHAUMBURG
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8ENGLEWOOD
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6TX
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd430009
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0410000
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
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IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt083200
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IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt083200
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0355575
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0764621
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01702619
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0394373
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0587909
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0587909
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt03545738
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0328550
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0355575
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0764621
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01702619
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0394373
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0411750
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0328550
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt04133647
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt03805097
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt06000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0UNION BANK CUSTODIAL FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt06000
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KYLEE MCVANEY LOURIE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03032972142
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PETE MORGAN FOUNDATION TRUST
ReturnHeader/Filer/BusinessNameControlTxt0PETE
ReturnHeader/Filer/EIN0470833529
ReturnHeader/Filer/PhoneNum03032972142
ReturnHeader/Filer/USAddress/AddressLine1Txt08181 E TUFTS AVE STE 600
ReturnHeader/Filer/USAddress/CityNm0DENVER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd080237
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0331498605
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PLANTE & MORAN PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08181 E TUFTS AVE SUITE 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DENVER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd080237
ReturnHeader/PreparerPersonGrp/PhoneNum03037409400
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SAMUEL YSUSI
ReturnHeader/ReturnTs02025-11-12T15:00:25-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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