Dave Morgan Foundation

990PF • Fiscal year 2023 • EIN 73-1475560

Mar 01, 2022 to Feb 28, 2023 • Filed on Dec 15, 2023

Organization Profile

P O Box 820Blackwell, OK 74631

(580) 363-0295

Siviq Scores

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

0.00x

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

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

0.00x

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

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

-716%

Higher net margin than 1% of similar nonprofits.

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

$55,000

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 409.0% of source-year revenue.

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

-16%

Faster asset growth than 11% of similar nonprofits.

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

191%

Faster revenue growth than 94% of similar nonprofits.

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

Balance Sheet

Liabilities / Assets40th percentile

Assets

Down

$520,534

Down $96,235 (-16%) from 2022

Net Assets

Down

$520,534

Down $96,235 (-16%) from 2022

Liabilities

Flat

Flat from 2022

Revenue And Expenses

Liabilities / Revenue40th percentile Net Margin1st percentile

Revenue

$13,447

Up $8,830 (+191%) from 2022

Expenses

Down

$109,682

Down $268,258 (-71%) from 2022

Net Income

-$96,235

Up $277,088 (+74%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth11th percentile

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

Highlighted filing

2023

Assets$520,534

Liabilities$0

Net Assets$520,534

Open 2023 Filing

Operations Trend

Revenue Growth94th percentile

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

Highlighted filing

2023

Revenue$13,447

Expenses$109,682

Net Income-$96,235

Open 2023 Filing

Jump To

Filing Snapshot

Filing Period: Mar 1, 2022 to Feb 28, 2023
Signed: Dec 15, 2023
Return Version: 2022v5.0

Compensation and Service Providers

Top Officer Pay77th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
Lane Burdell	Trustee	PT	$55,000	-	$55,000
BancFirst	Trustee	PT	$1,651	-	$1,651

Filing and Contact Details

Filer

Filer Name: Dave Morgan Foundation
EIN: 73-1475560
Phone: 5803630295
Address: P O Box 820, Blackwell, OK 74631

Signing Officer

Name: Lane Burdell
Title: Trustee
Phone: 5803630295
Signed: 2023-12-15
Discuss with paid preparer: Yes

Preparer

Firm: ePearl's Tax & Accounting Solutions
Address: P O Box 442, Blackwell, OK 74631
Preparer: Bruce E Dale
Phone: 5803632323

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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/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt	0	0
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt	0	Contact the Foundation
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm	0	Lane Burdell
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum	0	5803630295
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt	0	P O Box 820
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm	0	Blackwell
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd	0	OK
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd	0	74631
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt	0	Kay County,Oklahoma including the Town of Blackwell and the surrounding area
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt	0	None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	8500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	1	9000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	DonationDonation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	Donation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	Newkirk Fire Dept
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	1	Blackwell Public Library
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	Donation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	1	Donation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	1	N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	106 S Maple
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	123 W Padon
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	Newkirk
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	Blackwell
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	OK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	OK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	74647
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	74631
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt	0	0
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	17500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	17500
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	27048
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	9548
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	245071
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	39189
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	192179
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	67589
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	136759
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	9548
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	127211
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	544028
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	245071
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	39189
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	192179
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	67589
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	17500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	671239
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	680787
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt	0	9754
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt	1	22781
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt	2	21062
LandEtcSchedule2/LandEtcGrp/BookValueAmt	0	3197
LandEtcSchedule2/LandEtcGrp/BookValueAmt	1	10140
LandEtcSchedule2/LandEtcGrp/BookValueAmt	2	12172
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt	0	Bld Elevator
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt	1	2006 Chrysler
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt	2	2014 CHRYSLER
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt	0	12951
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt	1	32921
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt	2	33234
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt	0	-6410
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	0	Deposits
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	0	-3016
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt	0	-3016
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	Insurance
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	Office Supplies
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	1	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	5007
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	1	944
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	5007
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	944
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt	0	63
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	Misc Income
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	0	63
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	63
TaxesSchedule/TaxesDetail/Amt	0	3694
TaxesSchedule/TaxesDetail/Amt	1	1
TaxesSchedule/TaxesDetail/CategoryTxt	0	Payroll Taxes
TaxesSchedule/TaxesDetail/CategoryTxt	1	Ad Valorem Tax & Misc Taxes
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	0
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	1	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	3694
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	1	1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd	0	AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd	0	IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd	0	2
ReturnHeader/BuildTS	0	2023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	Lane Burdell
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	5803630295
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2023-12-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	Dave Morgan Foundation
ReturnHeader/Filer/BusinessNameControlTxt	0	DAVE
ReturnHeader/Filer/EIN	0	731475560
ReturnHeader/Filer/PhoneNum	0	5803630295
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	P O Box 820
ReturnHeader/Filer/USAddress/CityNm	0	Blackwell
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	OK
ReturnHeader/Filer/USAddress/ZIPCd	0	74631
ReturnHeader/IRSResponsiblePrtyInfoCurrInd	0	0
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	274911170
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	ePearl's Tax & Accounting Solutions
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	P O Box 442
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	Blackwell
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	74631
ReturnHeader/PreparerPersonGrp/PhoneNum	0	5803632323
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2023-12-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Bruce E Dale
ReturnHeader/ReturnTs	0	2023-12-20T15:46:22-06:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	Lane
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	Burdell
ReturnHeader/TaxPeriodBeginDt	0	2022-03-01
ReturnHeader/TaxPeriodEndDt	0	2023-02-28
ReturnHeader/TaxYr	0	2022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing

Assets: $520,534
Liabilities: $0
Net assets: $520,534
Revenue: $13,447
Expenses: $109,682
Net income: -$96,235

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025Detailed filing. Detailed filing data is available for this year.	$0.00	$0.00	$0.00	$0.00	$0.01	$0.01
2023Detailed filing. Detailed filing data is available for this year.	$0.52	$0.00	$0.52	$0.01	$0.11	$0.10
2022Detailed filing. Detailed filing data is available for this year.	$0.62	$0.00	$0.62	$0.00	$0.38	$0.37
2021Detailed filing. Detailed filing data is available for this year.	$1.01	$0.00	$1.01	$0.20	$0.19	$0.01
2020Summary only. Only limited summary data is available for this year.	$0.97	$0.00		$0.07	$0.34	$0.28
2019Summary only. Only limited summary data is available for this year.	$1.24	$0.00		$0.06	$0.27	$0.21
2016Summary only. Only limited summary data is available for this year.	$2.02	$0.00		$0.11	$0.28	$0.17
2015Summary only. Only limited summary data is available for this year.	$2.19	$0.00		$0.13	$0.19	$0.07
2014Summary only. Only limited summary data is available for this year.	$2.26	$0.00		$0.12	$0.18	$0.06
2013Summary only. Only limited summary data is available for this year.	$2.32	$0.00		$0.11	$0.15	$0.04
2012Summary only. Only limited summary data is available for this year.	$2.36	$0.00		$0.09	$0.20	$0.11
2011Summary only. Only limited summary data is available for this year.	$2.47	$0.00		$0.11	$0.21	$0.10