Civic Intelligence

Albert & Leona a Morgan Charitable Foundation

990PF • Fiscal year 2021 • EIN 48-1126706

Oct 01, 2020 to Sep 30, 2021 • Filed on Nov 23, 2021

711 3rd St PO 266 C/O Denis MillerPhillipsburg, KS 67661

(785) 543-6561

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2021 filings • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2021

Net Margin

100th percentile

210%

Higher net margin than 100% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

35th percentile

$9,704

Higher top officer pay than 35% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Source year 2021

Asset Growth

9th percentile

-6.5%

Faster asset growth than 9% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2020 to 2021

Assets

Down

$8,183,530

Down $573,154 (-6.5%) from 2020

Net Assets

Down

$8,183,530

Down $573,154 (-6.5%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Down

-$272,286

Down $552,090 (-197%) from 2020

Expenses

Down

$300,868

Down $6,127 (-2.0%) from 2020

Net Income

Down

-$573,154

Down $545,963 (-2008%) from 2020

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2012: $8,083,140Liabilities 2012: $02012Assets 2013: $7,968,851Liabilities 2013: $12013Assets 2014: $8,705,253Liabilities 2014: $0Net Assets 2014: $8,705,2532014Assets 2015: $10,106,465Liabilities 2015: $0Net Assets 2015: $10,106,4652015Assets 2016: $9,846,078Liabilities 2016: $0Net Assets 2016: $9,846,0782016Assets 2017: $9,985,352Liabilities 2017: $0Net Assets 2017: $9,985,3522017Assets 2018: $10,230,247Liabilities 2018: $0Net Assets 2018: $10,230,2472018Assets 2019: $8,783,875Liabilities 2019: $0Net Assets 2019: $8,783,8752019Assets 2020: $8,756,684Liabilities 2020: $0Net Assets 2020: $8,756,6842020Assets 2021: $8,183,530Liabilities 2021: $0Net Assets 2021: $8,183,5302021Assets 2022: $10,073,287Liabilities 2022: $0Net Assets 2022: $10,073,2872022Assets 2023: $10,131,146Liabilities 2023: $0Net Assets 2023: $10,131,1462023Assets 2024: $10,025,012Liabilities 2024: $0Net Assets 2024: $10,025,0122024Assets 2025: $8,021,186Liabilities 2025: $0Net Assets 2025: $8,021,1862025

Highlighted filing

2021

Assets$8,183,530
Liabilities$0
Net Assets$8,183,530

Operations Trend

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

$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2012: $1,535,049Expenses 2012: $566,867Net Income 2012: $968,1822012Revenue 2013: $509,190Expenses 2013: $623,479Net Income 2013: -$114,2892013Revenue 2014: $1,469,693Expenses 2014: $733,291Net Income 2014: $736,4022014Revenue 2015: $2,498,680Expenses 2015: $1,097,468Net Income 2015: $1,401,2122015Revenue 2016: $515,172Expenses 2016: $775,559Net Income 2016: -$260,3872016Revenue 2017: $966,081Expenses 2017: $826,807Net Income 2017: $139,2742017Revenue 2018: $850,549Expenses 2018: $605,654Net Income 2018: $244,8952018Revenue 2019: -$711,997Expenses 2019: $734,375Net Income 2019: -$1,446,3722019Revenue 2020: $279,804Expenses 2020: $306,995Net Income 2020: -$27,1912020Revenue 2021: -$272,286Expenses 2021: $300,868Net Income 2021: -$573,1542021Revenue 2022: $2,557,509Expenses 2022: $684,813Net Income 2022: $1,872,6962022Revenue 2023: $719,320Expenses 2023: $661,461Net Income 2023: $57,8592023Revenue 2024: $549,336Expenses 2024: $655,470Net Income 2024: -$106,1342024Revenue 2025: -$1,283,272Expenses 2025: $720,554Net Income 2025: -$2,003,8262025

Highlighted filing

2021

Revenue-$272,286
Expenses$300,868
Net Income-$573,154
Jump To
Filing Snapshot
Filing Period
Oct 1, 2020 to Sep 30, 2021
Signed
Nov 23, 2021
Return Version
2020v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DANIELS HEINZEDirector-$9,704-$9,704
DENIS MILLERChairman-$9,704-$9,704
LORI FERGUSONTreasurer-$9,704-$9,704
BEAU VAN LOENENSecretary-$6,469-$6,469
MICHAEL GOWERDirector-$3,234-$3,234
Filing and Contact Details

Filer

Filer Name
Albert & Leona a Morgan Charitable
EIN
48-1126706
Address
711 3RD ST PO 266 C/O DENIS MILLER, PHILLIPSBURG, KS 67661

Signing Officer

Name
Denis Miller
Title
President
Phone
7855436561
Signed
2021-11-23
Discuss with paid preparer
Yes

Preparer

Firm
Mapes & Miller LLP
Address
711 3rd Street, Phillipsburg, KS 67661
Preparer
Denis W Miller CPA
Phone
7855436561
Raw XML AppendixShowing 400 of 425 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/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt015537
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt08853453
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0156639
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt01573624
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IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt010285975
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt46469
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4BEAU VAN LOENEN
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Secretary
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IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0225638
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0225638
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
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IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
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IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0711 3RD ST
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0PHILLIPSBURG
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0KS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd067661
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0DENIS MILLER
IRS990PF/StatementsRegardingActyGrp/PhoneNum07855436561
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0PHILLIPS COUNTY HEALTH SYSTEMS-STUDENT LOAN FORGIVENESS GRANT
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0PHILLIPS COUNTY EMS-AMBULANCE GRANT
IRS990PF/SummaryOfDirectChrtblActyGrp/Description3Txt0PHILLIPSBURG WESTERN HERITAGE FND-RODEO GRANT.
IRS990PF/SummaryOfDirectChrtblActyGrp/Description4Txt0HUCK BOYD FND--VARIOUS PROJECTS.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt040765
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt030523
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses3Amt030000
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses4Amt020000
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0BROCHURE OF THE APPLICATION PROCESS CAN BE OBTAINED FROM THE ABOVE PERSON.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0MORGAN FOUNDATION
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum07855436561
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0711 3RD STREET PO BOX 266
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0PHILLIPSBURG
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd067661
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0RESTRICTED TO PHILLIPS COUNTY, KANSAS QUALIFYING ENTITIES.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt01 WEEK PRIOR TO BOARD MEETINGS.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0170351
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE GRANTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SEE ATTACHED STATEMENT 12
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0PHILLIPSBURG
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd067661
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0170351
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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/AppliedToCurrentYearAmt075685
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0149953
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0511798
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0225638
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0436113
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0149953
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0CONTRACT LABOR
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1DEPLETION EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2MISC
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3OFFICE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4OTHER
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5OTHER EXP-K1
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6Rental Expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0542
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1117
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt213
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0543
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt19447
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2470
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt314
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt4117
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt511902
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01085
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt19447
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2587
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt327
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4117
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt54121
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt611902
OtherIncomeSchedule2/OtherIncomeDetail/Desc0GAS ROYALTY
OtherIncomeSchedule2/OtherIncomeDetail/Desc1OTHER INCOME
OtherIncomeSchedule2/OtherIncomeDetail/Desc2PRAIRIE HORIZON K-1 INCOM
OtherIncomeSchedule2/OtherIncomeDetail/Desc3RING NECK K-1 INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt039814
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt12594
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt039814
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt12594
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt2-611193
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt3-30007
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt025116
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt025116
TaxesSchedule/TaxesDetail/Amt03926
TaxesSchedule/TaxesDetail/Amt130
TaxesSchedule/TaxesDetail/CategoryTxt0FED/STATE INCOME TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX W/HELD
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DENIS MILLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$8.02$0.00$8.02$1.28$0.72$2.00
2024Detailed filing. Detailed filing data is available for this year.$10.0$0.00$10.0$0.55$0.66$0.11
2023Detailed filing. Detailed filing data is available for this year.$10.1$0.00$10.1$0.72$0.66$0.06
2022Detailed filing. Detailed filing data is available for this year.$10.1$0.00$10.1$2.56$0.68$1.87
2021Detailed filing. Detailed filing data is available for this year.$8.18$0.00$8.18$0.27$0.30$0.57
2020Detailed filing. Detailed filing data is available for this year.$8.76$0.00$8.76$0.28$0.31$0.03
2019Detailed filing. Detailed filing data is available for this year.$8.78$0.00$8.78$0.71$0.73$1.45
2018Detailed filing. Detailed filing data is available for this year.$10.2$0.00$10.2$0.85$0.61$0.24
2017Detailed filing. Detailed filing data is available for this year.$9.99$0.00$9.99$0.97$0.83$0.14
2016Detailed filing. Detailed filing data is available for this year.$9.85$0.00$9.85$0.52$0.78$0.26
2015Detailed filing. Detailed filing data is available for this year.$10.1$0.00$10.1$2.50$1.10$1.40
2014Detailed filing. Detailed filing data is available for this year.$8.71$0.00$8.71$1.47$0.73$0.74
2013Summary only. Only limited summary data is available for this year.$7.97$0.00$0.51$0.62$0.11
2012Summary only. Only limited summary data is available for this year.$8.08$0.00$1.54$0.57$0.97