Civic Intelligence

Dudley and Walter Morgan Foundation

990PF • Fiscal year 2023 • EIN 62-1585196

Dec 01, 2022 to Nov 30, 2023 • Filed on May 07, 2024

Organization Profile
210 Evelyn AvenueNashville, TN 37205

(615) 383-8023

Siviq Scores

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

Liabilities / Assets

40th percentile

0.00x

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

40th percentile

0.00x

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Net Margin

95th percentile

79%

Higher net margin than 95% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

57th percentile

$0

Higher top officer pay than 57% of similar nonprofits.

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Asset Growth

60th percentile

5.3%

Faster asset growth than 60% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

40th percentile

0.9%

Faster revenue growth than 40% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets40th percentile

Assets

Up

$538,297

Up $27,318 (+5.3%) from 2022

Net Assets

Up

$538,297

Up $27,318 (+5.3%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue40th percentileNet Margin95th percentile

Revenue

Up

$28,189

Up $257 (+0.9%) from 2022

Expenses

Down

$5,890

Down $14,561 (-71%) from 2022

Net Income

Up

$22,299

Up $14,818 (+198%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

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

$600K$400K$200K$0Assets 2011: $533,495Liabilities 2011: $02011Assets 2012: $526,220Liabilities 2012: $02012Assets 2013: $514,728Liabilities 2013: $02013Assets 2014: $538,161Liabilities 2014: $02014Assets 2015: $583,483Liabilities 2015: $02015Assets 2019: $515,988Liabilities 2019: $02019Assets 2020: $522,431Liabilities 2020: $0Net Assets 2020: $522,4312020Assets 2021: $502,662Liabilities 2021: $0Net Assets 2021: $502,6622021Assets 2022: $510,979Liabilities 2022: $0Net Assets 2022: $510,9792022Assets 2023: $538,297Liabilities 2023: $0Net Assets 2023: $538,2972023Assets 2024: $533,555Liabilities 2024: $0Net Assets 2024: $533,5552024

Highlighted filing

2023

Assets$538,297
Liabilities$0
Net Assets$538,297
Open 2023 Filing

Operations Trend

Revenue Growth40th percentile

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

$100K$50K$0-$50KRevenue 2011: $17,092Expenses 2011: $33,435Net Income 2011: -$16,3432011Revenue 2012: $25,991Expenses 2012: $33,266Net Income 2012: -$7,2752012Revenue 2013: $24,083Expenses 2013: $34,542Net Income 2013: -$10,4592013Revenue 2014: $56,034Expenses 2014: $35,164Net Income 2014: $20,8702014Revenue 2015: $64,677Expenses 2015: $36,457Net Income 2015: $28,2202015Revenue 2019: $9,522Expenses 2019: $38,876Net Income 2019: -$29,3542019Revenue 2020: $10,965Expenses 2020: $31,845Net Income 2020: -$20,8802020Revenue 2021: $36,255Expenses 2021: $20,190Net Income 2021: $16,0652021Revenue 2022: $27,932Expenses 2022: $20,451Net Income 2022: $7,4812022Revenue 2023: $28,189Expenses 2023: $5,890Net Income 2023: $22,2992023Revenue 2024: $31,252Expenses 2024: $36,129Net Income 2024: -$4,8772024

Highlighted filing

2023

Revenue$28,189
Expenses$5,890
Net Income$22,299
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2022 to Nov 30, 2023
Signed
May 7, 2024
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DUDLEY MORGANPresident-$0--
WILLIAM G MORGANSecretary-$0--
WALTER M MORGAN IIITrustee-$0--
Filing and Contact Details

Filer

Filer Name
Dudley & Walter Morgan Foundation
EIN
62-1585196
Phone
6153838023
Address
210 EVELYN AVENUE, NASHVILLE, TN 37205

Signing Officer

Name
Dudley White
Title
President
Phone
6153838023
Signed
2024-05-07

Preparer

Firm
Larry Williams CPA
Address
205 POWELL PL, BRENTWOOD, TN 37027
Preparer
Larry Williams
Phone
6153128247
Raw XML Appendix302 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2WALTER M MORGAN III
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt025923
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt05270
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01726
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt03544
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt05270
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt05270
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt020653
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt066
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt066
OtherIncreasesSchedule/OtherIncreasesDetail/Amt05019
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0PRIOR PERIOD ADJUSTMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03775
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt03775
TaxesSchedule/TaxesDetail/Amt0299
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0299
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DUDLEY WHITE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06153838023
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DUDLEY & WALTER MORGAN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0DUDL
ReturnHeader/Filer/EIN0621585196
ReturnHeader/Filer/PhoneNum06153838023
ReturnHeader/Filer/USAddress/AddressLine1Txt0210 EVELYN AVENUE
ReturnHeader/Filer/USAddress/CityNm0NASHVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd037205
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0412741822
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LARRY WILLIAMS CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0205 POWELL PL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BRENTWOOD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd037027
ReturnHeader/PreparerPersonGrp/PhoneNum06153128247
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LARRY WILLIAMS
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-05-07T11:00:33-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DUDLEY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WHITE
ReturnHeader/TaxPeriodBeginDt02022-12-01
ReturnHeader/TaxPeriodEndDt02023-11-30
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$538,297
Liabilities
$0
Net assets
$538,297
Revenue
$28,189
Expenses
$5,890
Net income
$22,299
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.34$0.00$5.34$0.31$0.36$0.05
2023Detailed filing. Detailed filing data is available for this year.$5.38$0.00$5.38$0.28$0.06$0.22
2022Detailed filing. Detailed filing data is available for this year.$5.11$0.00$5.11$0.28$0.20$0.07
2021Detailed filing. Detailed filing data is available for this year.$5.03$0.00$5.03$0.36$0.20$0.16
2020Detailed filing. Detailed filing data is available for this year.$5.22$0.00$5.22$0.11$0.32$0.21
2019Summary only. Only limited summary data is available for this year.$5.16$0.00$0.10$0.39$0.29
2015Summary only. Only limited summary data is available for this year.$5.83$0.00$0.65$0.36$0.28
2014Summary only. Only limited summary data is available for this year.$5.38$0.00$0.56$0.35$0.21
2013Summary only. Only limited summary data is available for this year.$5.15$0.00$0.24$0.35$0.10
2012Summary only. Only limited summary data is available for this year.$5.26$0.00$0.26$0.33$0.07
2011Summary only. Only limited summary data is available for this year.$5.33$0.00$0.17$0.33$0.16