Civic Intelligence

John E Morgan Foundation Inc.

990PF • Fiscal year 2021 • EIN 56-2290010

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 03, 2022

Organization Profile
CO Btna1271 Avenue Of The AmericaNew York, NY 10020

(212) 708-9216

Siviq Scores

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

Liabilities / Assets

48th percentile

0.00x

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

2021 filings • NTEE T • $50M-$100M nonprofits • Source year 2021

Liabilities / Revenue

47th percentile

0.00x

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

2021 filings • NTEE T • $50M-$100M nonprofits • Source year 2021

Net Margin

16th percentile

-9.3%

Higher net margin than 16% of similar nonprofits.

2021 filings • NTEE T • $50M-$100M nonprofits • Source year 2021

Top Officer Pay

54th percentile

$29,176

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 0.6% of source-year revenue.

2021 filings • NTEE T • $50M-$100M nonprofits • Source year 2021

Asset Growth

12th percentile

-0.7%

Faster asset growth than 12% of similar nonprofits.

2021 filings • NTEE T • $50M-$100M nonprofits • Annualized from 2020 to 2021

Revenue Growth

39th percentile

25%

Faster revenue growth than 39% of similar nonprofits.

2021 filings • NTEE T • $50M-$100M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets48th percentile

Assets

Down

$59,157,114

Down $434,042 (-0.7%) from 2020

Net Assets

Down

$59,157,114

Down $434,042 (-0.7%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin16th percentile

Revenue

Up

$4,654,496

Up $922,889 (+25%) from 2020

Expenses

Up

$5,087,315

Up $936,702 (+23%) from 2020

Net Income

Down

-$432,819

Down $13,813 (-3.3%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth12th percentile

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

$80M$60M$40M$20M$0Assets 2011: $58,440,544Liabilities 2011: $02011Assets 2012: $57,245,637Liabilities 2012: $02012Assets 2013: $63,231,767Liabilities 2013: $02013Assets 2014: $63,338,953Liabilities 2014: $02014Assets 2015: $62,119,329Liabilities 2015: $02015Assets 2019: $60,011,660Liabilities 2019: $02019Assets 2020: $59,591,156Liabilities 2020: $0Net Assets 2020: $59,591,1562020Assets 2021: $59,157,114Liabilities 2021: $0Net Assets 2021: $59,157,1142021Assets 2022: $57,564,353Liabilities 2022: $0Net Assets 2022: $57,564,3532022Assets 2023: $57,942,516Liabilities 2023: $0Net Assets 2023: $57,942,5162023Assets 2024: $58,957,910Liabilities 2024: $0Net Assets 2024: $58,957,9102024

Highlighted filing

2021

Assets$59,157,114
Liabilities$0
Net Assets$59,157,114
Open 2021 Filing

Operations Trend

Revenue Growth39th percentile

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

$10M$5.0M$0-$5.0MRevenue 2011: $2,560,542Expenses 2011: $3,502,154Net Income 2011: -$941,6122011Revenue 2012: $1,946,953Expenses 2012: $3,141,831Net Income 2012: -$1,194,8782012Revenue 2013: $9,531,721Expenses 2013: $3,544,024Net Income 2013: $5,987,6972013Revenue 2014: $3,975,904Expenses 2014: $3,868,076Net Income 2014: $107,8282014Revenue 2015: $2,603,486Expenses 2015: $3,823,110Net Income 2015: -$1,219,6242015Revenue 2019: $3,915,941Expenses 2019: $4,123,816Net Income 2019: -$207,8752019Revenue 2020: $3,731,607Expenses 2020: $4,150,613Net Income 2020: -$419,0062020Revenue 2021: $4,654,496Expenses 2021: $5,087,315Net Income 2021: -$432,8192021Revenue 2022: $2,951,349Expenses 2022: $4,544,383Net Income 2022: -$1,593,0342022Revenue 2023: $4,605,851Expenses 2023: $4,233,265Net Income 2023: $372,5862023Revenue 2024: $6,571,834Expenses 2024: $5,556,996Net Income 2024: $1,014,8382024

Highlighted filing

2021

Revenue$4,654,496
Expenses$5,087,315
Net Income-$432,819
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 3, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES ZIGMANTTreasurer/Vice Chairman/DiPT$29,176-$29,176
JOHN EDDYVice President/DirectorPT$29,176-$29,176
JAY WAGNERPAID TO STEVENS AND LEESecretary/DirectorPT$29,176-$29,176
JON ZIZELMANNDirectorPT$29,176-$29,176
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantTHE PENNSYLVANIA STATE UNIVERSITY PHILANTHROPIC FUNDMEDICAL EQUIPMENTPUBLIC CHARITYUNIVERSITY PARK, PA, US$1,000,000
Paid GrantTAMAQUA AREA COMMUNITY PARTNERSHIPCONSTRUCTION & IMPOVEMENT OF POLICE FACILITIESPUBLIC CHARITYTAMAQUA, PA, US$950,000
Paid GrantCARBON SCHUYLKILL COMM HOSP INCENHANCE ACCESS TO HEALTHCAREPUBLIC CHARITYCOALDALE, PA, US$800,000
Paid GrantTHE PENNSYLVANIA STATE UNIVERSITY PHILANTHROPIC FUNDSCHOLARSHIPS AND MEDICAL EQUIPMENTPUBLIC CHARITYUNIVERSITY PARK, PA, US$605,000
Paid GrantGREATER BERKS FOOD BANKGENERAL OPERATIONPUBLIC CHARITYREADING, PA, US$250,000
Paid GrantWILLIAMSON COLLEGE OF THE TRADESSCHOLARSHIPSPUBLIC CHARITYMEDIA, PA, US$250,000
Paid Grant-SCHOLARSHIPS - LIST ATTACHEDINDIVIDUALSCHNECKSVILLE, PA, US$131,858
Paid GrantTAMAQUA AREA SCHOOL DISTRICTSCHOLARSHIPS & COMPUTER EQUIPMENT AND RELATED COSTSPUBLIC CHARITYTAMAQUA, PA, US$120,000
Paid GrantSCHUYLKILL COUNTY UNITED WAYGENERAL OPERATIONSPUBLIC CHARITYPOTTSVILLE, PA, US$110,000
Paid Grant-SCHOLARSHIPS - LIST ATTACHEDINDIVIDUALSCHNECKSVILLE, PA, US$76,413
Paid GrantBOROUGH OF TAMAQUAPUBLIC RECREATION FACILITIESPUBLIC CHARITYTAMAQUA, PA, US$60,000
Paid GrantLEHIGH CARBON COMMUNITY COLLEGE FOUNDATIONSCHOLARSHIPS AND WORKFORCE TRAINING PROJECTPUBLIC CHARITYSCHNECKSVILLE, PA, US$50,000
Paid GrantTAMAQUA AREA COMMUNITY PARTNERSHIPGENERAL OPERATIONPUBLIC CHARITYTAMAQUA, PA, US$50,000
Paid GrantTAMAQUA AREA PUBLIC LIBRARYGENERAL OPERATIONSPUBLIC CHARITYTAMAQUA, PA, US$35,000
Paid Grant-EDUCATIONINDIVIDUALREADING, PA, US$6,000
Paid Grant-EDUCATIONINDIVIDUALREADING, PA, US$6,000
Paid Grant-EDUCATIONINDIVIDUALREADING, PA, US$6,000
Paid Grant-EDUCATIONINDIVIDUALREADING, PA, US$6,000
Paid Grant-EDUCATIONINDIVIDUALREADING, PA, US$6,000
Paid Grant-EDUCATIONINDIVIDUALREADING, PA, US$6,000
Paid Grant-EDUCATIONINDIVIDUALREADING, PA, US$6,000
Paid Grant-EDUCATIONINDIVIDUALREADING, PA, US$6,000
Paid Grant-EDUCATIONINDIVIDUALREADING, PA, US$6,000
Paid Grant-EDUCATIONINDIVIDUALREADING, PA, US$6,000
Paid Grant-EDUCATIONINDIVIDUALREADING, PA, US$6,000
Paid Grant-EDUCATIONINDIVIDUALREADING, PA, US$6,000
Paid Grant-EDUCATIONINDIVIDUALREADING, PA, US$6,000
Paid Grant-EDUCATIONINDIVIDUALREADING, PA, US$6,000
Paid Grant-EDUCATIONINDIVIDUALREADING, PA, US$6,000
Paid Grant-EDUCATIONINDIVIDUALREADING, PA, US$6,000
Paid Grant-EDUCATIONINDIVIDUALREADING, PA, US$6,000
Paid Grant-EDUCATIONINDIVIDUALREADING, PA, US$6,000
Paid Grant-EDUCATIONINDIVIDUALREADING, PA, US$6,000
Paid Grant-EDUCATIONINDIVIDUALREADING, PA, US$6,000
Paid Grant-EDUCATIONINDIVIDUALREADING, PA, US$6,000
Paid Grant-EDUCATIONINDIVIDUALREADING, PA, US$6,000
Paid Grant-EDUCATIONINDIVIDUALREADING, PA, US$6,000
Paid Grant-EDUCATIONINDIVIDUALREADING, PA, US$6,000
Paid Grant-EDUCATIONINDIVIDUALREADING, PA, US$6,000
Paid Grant-EDUCATIONINDIVIDUALREADING, PA, US$6,000
Paid Grant-EDUCATIONINDIVIDUALREADING, PA, US$6,000
Paid Grant-SCHOLARSHIPS - LIST ATTACHEDINDIVIDUALSCHNECKSVILLE, PA, US$5,350
Paid Grant-EDUCATIONINDIVIDUALREADING, PA, US$3,000
Paid Grant-EDUCATIONINDIVIDUALREADING, PA, US$3,000
Filing and Contact Details

Filer

Filer Name
John E Morgan Foundation Inc
EIN
56-2290010
Phone
2127089216
Address
CO BTNA1271 AVENUE OF THE AMERICA, NEW YORK, NY 10020

Signing Officer

Name
James Zigmant
Title
Treasurer
Phone
2127089216
Signed
2022-11-03

Preparer

Firm
Bessemer Trust Co Na
Address
1225 FRANKLIN AVE SUITE 500, GARDEN CITY, NY 11530
Preparer
Marianna Kopach
Phone
5165089623
Raw XML AppendixShowing 400 of 1,701 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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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm14525.00 ASPEN TECHNOLOGY
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm14616.00 ADOBE INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm14790.00 TEXAS INSTRUMENTS INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm14815.00 SYNOPSYS INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm149150.00 MICROSOFT CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm15015.00 NVIDIA CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm15115.00 NICE LTD ADR
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm15213.00 ASML HOLDING
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm15310.00 ANSYS INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm15440504.22 OW LARGE CAP STRATEGIES FD
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm15550.00 VULCAN MATERIALS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm15621.00 AIR PRODUCTS & CHEMICALS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm15749.00 AMERICAN TOWER CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm15815.00 JONES LANG LASALLE INC COM
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm15920756.37 OW SMALL & MIDCAP STRAT FD
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm16030.00 AMERICAN WATER WORKS CO
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm16165.00 AMEREN CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm162144.00 ALPHABET INC CLASS C
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1632325.00 COMCAST CORP CL A NEW
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm164580.00 META PLATFORMS INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1653495.00 VERIZON COMMUNICATIONS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm166970.00 ROSS STORES INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm167945.00 GENUINE PARTS CO
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm168103.00 AMAZON.COM INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm169725.00 STARBUCKS CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm170345.00 HOME DEPOT
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm171370.00 MCDONALD'S CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm172585.00 PROCTER & GAMBLE CO
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm173795.00 PEPSICO INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm174675.00 WALMART INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1753375.00 COCA-COLA COMPANY
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm176240.00 ESTEE LAUDER COS INC CL A
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm177110.00 COSTCO WHSL CORP NEW
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm178370.00 THE HERSHEY COMPANY
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1792175.00 CHEVRON CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1801970.00 JPMORGAN CHASE & CO
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1813295.00 TRUIST FINANCIAL CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1821575.00 BLACKSTONE INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1835945.00 BANK OF AMERICA CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1841425.00 PRUDENTIAL FINANCIAL
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm185550.00 ABBOTT LABORATORIES
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1861405.00 MERCK & CO INC NEW
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm187450.00 ZOETIS INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1882150.00 ABBVIE INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm189985.00 MEDTRONIC PLC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm190750.00 QUEST DIAGNOSTICS INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm191363.00 INTUITIVE SURGICAL
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm192400.00 ANTHEM INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1931075.00 AGILENT TECHNOLOGIES
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm194725.00 WASTE MANAGEMENT INC NEW
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm195755.00 EATON CORP PLC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm196357.00 NORTHROP GRUMMAN CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm197895.00 UNION PACIFIC CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm198169.00 LOCKHEED MARTIN CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm199805.00 ILLINOIS TOOL WORKS INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm200360.00 DEERE & CO
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm201525.00 AMETEK INC NEW
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm202495.00 AUTOMATIC DATA PROCESSING
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2034320.00 APPLE INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2042133.00 MICROSOFT CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm205925.00 TEXAS INSTRUMENTS INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm206775.00 NVIDIA CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm207352.00 KLA CORPORATION
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm208660.00 MOTOROLA SOLUTIONS INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2091320.00 TE CONNECTIVITY LTD
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm210585.00 VISA INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm211645.00 FORTINET INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm212230.00 BROADCOM INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm213860.00 AIR PRODUCTS & CHEMICALS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm214490.00 AMERICAN TOWER CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2151150.00 SIMON PROP GROUP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2162170.00 NEXTERA ENERGY INC
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt159213998
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1614216
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt163132379
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt16474268
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt165163522
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt16694169
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt168143911
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt16944543
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt17055576
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt17376659
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt175173801
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt17684759
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt17842158

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$59,157,114
Liabilities
$0
Net assets
$59,157,114
Revenue
$4,654,496
Expenses
$5,087,315
Net income
-$432,819
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$59.0$0.00$59.0$6.57$5.56$1.01
2023Detailed filing. Detailed filing data is available for this year.$57.9$0.00$57.9$4.61$4.23$0.37
2022Detailed filing. Detailed filing data is available for this year.$57.6$0.00$57.6$2.95$4.54$1.59
2021Detailed filing. Detailed filing data is available for this year.$59.2$0.00$59.2$4.65$5.09$0.43
2020Detailed filing. Detailed filing data is available for this year.$59.6$0.00$59.6$3.73$4.15$0.42
2019Summary only. Only limited summary data is available for this year.$60.0$0.00$3.92$4.12$0.21
2015Summary only. Only limited summary data is available for this year.$62.1$0.00$2.60$3.82$1.22
2014Summary only. Only limited summary data is available for this year.$63.3$0.00$3.98$3.87$0.11
2013Summary only. Only limited summary data is available for this year.$63.2$0.00$9.53$3.54$5.99
2012Summary only. Only limited summary data is available for this year.$57.2$0.00$1.95$3.14$1.19
2011Summary only. Only limited summary data is available for this year.$58.4$0.00$2.56$3.50$0.94