Civic Intelligence

The Morgan Family Foundation

990T • Fiscal year 2022 • EIN 48-1024615

Dec 01, 2021 to Nov 30, 2022 • Filed on Aug 28, 2023

Organization Profile
PO Box 11332Overland Park, KS 66207

(913) 831-2996

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

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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.

$30M$20M$10M$0Assets 2011: $29,907,988Liabilities 2011: $02011Assets 2012: $29,027,370Liabilities 2012: $2,3002012Assets 2013: $29,465,178Liabilities 2013: $02013Assets 2014: $29,381,910Liabilities 2014: $02014Assets 2015: $28,719,450Liabilities 2015: $02015Assets 2019: $13,687,200Liabilities 2019: $02019Assets 2020: $13,099,917Liabilities 2020: $1Net Assets 2020: $13,099,9172020Assets 2021: $12,896,067Liabilities 2021: $1Net Assets 2021: $12,896,0672021Assets 2022: $12,999,762Liabilities 2022: $1Net Assets 2022: $12,999,7622022Assets 2023: $13,009,130Liabilities 2023: $1Net Assets 2023: $13,009,1302023Assets 2024: $13,692,687Liabilities 2024: $0Net Assets 2024: $13,692,6872024

Latest loaded filing

2024

Assets$13,692,687
Liabilities$0
Net Assets$13,692,687
Open 2024 Filing

Operations Trend

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

$4.0M$2.0M$0-$2.0MRevenue 2011: $267,267Expenses 2011: $1,912,646Net Income 2011: -$1,645,3792011Revenue 2012: $943,827Expenses 2012: $1,826,043Net Income 2012: -$882,2162012Revenue 2013: $2,338,679Expenses 2013: $1,897,656Net Income 2013: $441,0232013Revenue 2014: $2,173,363Expenses 2014: $2,256,652Net Income 2014: -$83,2892014Revenue 2015: $1,675,914Expenses 2015: $2,340,317Net Income 2015: -$664,4032015Revenue 2019: -$758,212Expenses 2019: $1,023,975Net Income 2019: -$1,782,1872019Revenue 2020: $579,964Expenses 2020: $1,167,247Net Income 2020: -$587,2832020Revenue 2021: $858,861Expenses 2021: $1,062,711Net Income 2021: -$203,8502021Revenue 2022: $1,336,400Expenses 2022: $1,232,705Net Income 2022: $103,6952022Revenue 2023: $891,734Expenses 2023: $882,366Net Income 2023: $9,3682023Revenue 2024: $1,065,981Expenses 2024: $382,424Net Income 2024: $683,5572024

Latest loaded filing

2024

Revenue$1,065,981
Expenses$382,424
Net Income$683,557
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2021 to Nov 30, 2022
Signed
Aug 28, 2023
Return Version
2021v4.3
Filing and Contact Details

Filer

Filer Name
The Morgan Family Foundation
EIN
48-1024615
Phone
9138312996
Address
PO BOX 11332, OVERLAND PARK, KS 66207

Signing Officer

Name
Mark a Morgan
Title
Secretary
Phone
9138312996
Signed
2023-08-28
Discuss with paid preparer
Yes

Preparer

Firm
O'HALLORAN SHERMAN ASSOCIATES LLC
Address
4801 W 110TH ST SUITE 150, OVERLAND PARK, KS 66211
Preparer
MARILYN R O'HALLORAN
Phone
9133418500
Raw XML Appendix88 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/AvlblPre2018NOLCarryoverAmt0341450
IRS990T/BooksInCareOfDetail/PersonNm0MARK A MORGAN
IRS990T/BooksInCareOfDetail/PhoneNum09138312996
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt04600 COLLEGE BOULEVARD SUITE 102
IRS990T/BooksInCareOfDetail/USAddress/CityNm0OVERLAND PARK
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0KS
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd066211
IRS990T/BookValueAssetsEOYAmt012999762
IRS990T/ChangeInMethodOfAccountingInd00
IRS990T/CharitableContributionsDedAmt00
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/NetOperatingLossDeductionAmt00
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/PaidTaxLiabilityAmt00
IRS990T/Post2017NOLCarryoverGrp/AvlblPost2017NOLCarryoverAmt0140631
IRS990T/Post2017NOLCarryoverGrp/PrincipalBusinessActivityCd0901101
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/OtherDeductionsAmt0915
IRS990TScheduleA/PrincipalBusinessActivityCd0901101
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt0915
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt00
IRS990TScheduleA/TotUnrltTrdBusIncmAmt00
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0CARRYFWD OF LOSS FROM PASSIVE INV. IN OIL & GAS PUBLICLY TRADED PARTNERSHIP
IRS990TScheduleA/UBIBeforeNOLDedAmt0-915
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt0-915
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt00
IRS990T/TaxExemptInterestAmt00
IRS990T/TaxLessCreditsAmt00
IRS990T/TotalDeductionAmt01000
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIComputedAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARK A MORGAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum09138312996
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-08-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE MORGAN FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MORG
ReturnHeader/Filer/EIN0481024615
ReturnHeader/Filer/PhoneNum09138312996
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 11332
ReturnHeader/Filer/USAddress/CityNm0OVERLAND PARK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KS
ReturnHeader/Filer/USAddress/ZIPCd066207
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0202069908
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0O'HALLORAN SHERMAN ASSOCIATES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04801 W 110TH ST SUITE 150
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OVERLAND PARK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd066211
ReturnHeader/PreparerPersonGrp/PhoneNum09133418500
ReturnHeader/PreparerPersonGrp/PreparationDt02023-08-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARILYN R O'HALLORAN
ReturnHeader/ReturnTs02023-09-05T13:36:45-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MARK
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MORGAN
ReturnHeader/TaxPeriodBeginDt02021-12-01
ReturnHeader/TaxPeriodEndDt02022-11-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
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Liabilities
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Net assets
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Revenue
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Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$13.7$0.00$13.7$1.07$0.38$0.68
2023Detailed filing. Detailed filing data is available for this year.$13.0$0.00$13.0$0.89$0.88$0.01
2022Detailed filing. Detailed filing data is available for this year.$13.0$0.00$13.0$1.34$1.23$0.10
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.
2021Detailed filing. Detailed filing data is available for this year.$12.9$0.00$12.9$0.86$1.06$0.20
2020Detailed filing. Detailed filing data is available for this year.$13.1$0.00$13.1$0.58$1.17$0.59
2019Summary only. Only limited summary data is available for this year.$13.7$0.00$0.76$1.02$1.78
2015Summary only. Only limited summary data is available for this year.$28.7$0.00$1.68$2.34$0.66
2014Summary only. Only limited summary data is available for this year.$29.4$0.00$2.17$2.26$0.08
2013Summary only. Only limited summary data is available for this year.$29.5$0.00$2.34$1.90$0.44
2012Summary only. Only limited summary data is available for this year.$29.0$0.00$0.94$1.83$0.88
2011Summary only. Only limited summary data is available for this year.$29.9$0.00$0.27$1.91$1.65