Liabilities / Assets
29th percentile
Higher debt load relative to assets than 29% of similar nonprofits.
Op Morganthaler Foundation Inc
EIN 59-2006907 • 501(c)3 • New Port Richey, FL
Profile
Education and training of special need children and adults.
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
0.01x
Liabilities / Revenue
60th percentile
Higher debt load relative to revenue than 60% of similar nonprofits.
Net Margin
7th percentile
Higher net margin than 7% of similar nonprofits.
Top Officer Pay
40th percentile
Higher top officer pay than 40% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
63rd percentile
Faster asset growth than 63% of similar nonprofits.
Revenue Growth
83rd percentile
Faster revenue growth than 83% of similar nonprofits.
Balance Sheet
Assets
Up$2,090,178
Up $162,791 (+8.4%) from 2023
Liabilities
Down$12,572
Down $12,790 (-50%) from 2023
Net Assets
Up$2,077,606
Up $175,581 (+9.2%) from 2023
Revenue
Up$91,038
Up $30,674 (+51%) from 2023
Expenses
Up$133,833
Up $8,029 (+6.4%) from 2023
Net Income
Up-$42,795
Up $22,645 (+35%) from 2023
Trend Graphs
Filings
Most recent year
2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
- Assets
- $2,090,178
- Liabilities
- $12,572
- Net assets
- $2,077,606
- Revenue
- $91,038
- Expenses
- $133,833
- Net income
- -$42,795
Latest Detailed Filing
The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2018 below.
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2018 to Dec 31, 2018
- Signed
- Oct 31, 2019
- Return Version
- 2018v3.1
- Gross Receipts
- $105,709
Mission and Program Overview
Mission
Education and training of special need children and adults.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| PROVIDED EDUCATION AND TRAINING FOR SPECIAL NEEDS CHILDREN AND ADULTS. | - | $103,087 |
| PROVIDED EDUCATION AND TRAINING FOR SPECIAL NEEDS CHILDREN AND ADULTS. | - | $1,294 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| VALERIE WILLIAMS | Administrato | PT | $34,800 | - | $34,800 |
| SAMUEL J WILLIAMS | President | PT | $0 | - | - |
| PHILIP P MORGANTHALER | Vice Preside | - | $0 | - | - |
| RICHARD C WILLIAMS SR | Secretary | - | $0 | - | - |
| RICHARD C WILLIAMS JR | Director | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Op Morganthaler Foundation Inc
- EIN
- 59-2006907
- Phone
- 7278458701
- Address
- 6341 GRAND BLVD, NEW PORT RICHEY, FL 34652-2305
Signing Officer
- Name
- Samuel J Williams
- Title
- President
- Phone
- 7278458701
- Signed
- 2019-10-31
Preparer
- Firm
- Kehoe & Deweerd CPA Pa
- Address
- 8833 HAWBUCK STREET, TRINITY, FL 34655-5361
- Preparer
- Thomas L Kehoe CPA
- Phone
- 7273752008
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 16
“Expenses office 141 insurance 1,445 bank charges 36 communications 713 contract services 2,225 field trips 400 repairs & maintenance 2,235 van expenses 7,848 non-investment depreciation 2,764 total 17,807”
Form 990-ez, Part II, Line 24
“2,516 2,516 less accumulated depreciation 2,516 2,516 6,613 6,613 less accumulated depreciation 6,613 6,613 55,411 55,411 less accumulated depreciation 49,410 52,175 total 6,001 3,236”
Form 990-ez, Part II, Line 26
“Accounts payable and accrued expenses 4,084 2,701”
Form 990-ez, Part III, Line 31
“Provided education and training for special needs children and adults.”
Raw XML Appendix140 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 |
|---|---|---|
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | SAMUEL J WILLIAMS |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 7278458701 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 6341 GRAND BLVD |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | NEW PORT RICHEY |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | FL |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 34652 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 214933 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 130871 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 36950 |
| IRS990EZ/CostOrOtherBasisExpenseSaleAmt | 0 | 53829 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -85837 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 14350 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 233615 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 146395 |
| IRS990EZ/GainOrLossFromSaleOfAssetsAmt | 0 | 6103 |
| IRS990EZ/GrossReceiptsAmt | 0 | 105709 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 8827 |
| IRS990EZ/LandAndBuildingsGrp/BOYAmt | 0 | 12681 |
| IRS990EZ/LandAndBuildingsGrp/EOYAmt | 0 | 12288 |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 229531 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 143694 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 229531 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 143694 |
| IRS990EZ/OccupancyRentUtltsAndMaintAmt | 0 | 2969 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 32.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 10.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 34800 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | VALERIE WILLIAMS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | SAMUEL J WILLIAMS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | PHILIP P MORGANTHALER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | RICHARD C WILLIAMS SR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | RICHARD C WILLIAMS JR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | ADMINISTRATO |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | VICE PRESIDE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | DIRECTOR |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 6001 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 3236 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 17807 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | EDUCATION AND TRAINING OF SPECIAL NEED CHILDREN AND ADULTS. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | PROVIDED EDUCATION AND TRAINING FOR SPECIAL NEEDS CHILDREN AND ADULTS. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | PROVIDED EDUCATION AND TRAINING FOR SPECIAL NEEDS CHILDREN AND ADULTS. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 103087 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 1 | 1294 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/SalariesOtherCompEmplBnftAmt | 0 | 102591 |
| IRS990EZ/SaleOfAssetsGrossAmt | 0 | 59932 |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 4084 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 2701 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 137717 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 104381 |
| IRS990EZ/TotalRevenueAmt | 0 | 51880 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleA/SchoolInd | 0 | X |
| IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorNum | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt | 0 | RESTRICTED |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | EXPENSES OFFICE 141 INSURANCE 1,445 BANK CHARGES 36 COMMUNICATIONS 713 CONTRACT SERVICES 2,225 FIELD TRIPS 400 REPAIRS & MAINTENANCE 2,235 VAN EXPENSES 7,848 NON-INVESTMENT DEPRECIATION 2,764 TOTAL 17,807 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | 2,516 2,516 LESS ACCUMULATED DEPRECIATION 2,516 2,516 6,613 6,613 LESS ACCUMULATED DEPRECIATION 6,613 6,613 55,411 55,411 LESS ACCUMULATED DEPRECIATION 49,410 52,175 TOTAL 6,001 3,236 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | ACCOUNTS PAYABLE AND ACCRUED EXPENSES 4,084 2,701 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | PROVIDED EDUCATION AND TRAINING FOR SPECIAL NEEDS CHILDREN AND ADULTS. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART II, LINE 24 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART II, LINE 26 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART III, LINE 31 |
| ReturnHeader/BuildTS | 0 | 2020-03-31 21:24:44Z |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | SAMUEL J WILLIAMS |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | PRESIDENT |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 7278458701 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2019-10-31 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | OP MORGANTHALER FOUNDATION INC |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | OPMO |
| ReturnHeader/Filer/EIN | 0 | 592006907 |
| ReturnHeader/Filer/PhoneNum | 0 | 7278458701 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 6341 GRAND BLVD |
| ReturnHeader/Filer/USAddress/CityNm | 0 | NEW PORT RICHEY |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | FL |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 346522305 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId | 0 | 5C5F38C5EBDA630CE8AC9884C269916F2B033D7D |
| ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId | 0 | 3A8040219A353831D4E3D42F2AC62148ED455EDC |
| ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd | 0 | P |
| ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt | 0 | 96.252.130.28 |
| ReturnHeader/FilingSecurityInformation/IPDt | 0 | 2019-11-01 |
| ReturnHeader/FilingSecurityInformation/IPTimezoneCd | 0 | CD |
| ReturnHeader/FilingSecurityInformation/IPTm | 0 | 16:19:01 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 593417875 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | KEHOE & DEWEERD CPA PA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 8833 HAWBUCK STREET |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | TRINITY |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | FL |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 346555361 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 7273752008 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2019-10-31 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | THOMAS L KEHOE CPA |
| ReturnHeader/ReturnTs | 0 | 2019-11-01T16:19:01-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2018-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2018-12-31 |
| ReturnHeader/TaxYr | 0 | 2018 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.