Civic Intelligence

William J & Shirley G Morgan Foundation

EIN 74-2076642 • Houston, TX

3000 Richmond AveHouston, TX 77098
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.03x

Higher debt load relative to assets than 63% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

89th percentile

0.52x

Higher debt load relative to revenue than 89% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Net Margin

98th percentile

92%

Higher net margin than 98% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

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

$500k-$1M nonprofits • Source year 2024

Asset Growth

62nd percentile

6.6%

Faster asset growth than 62% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

66th percentile

22%

Faster revenue growth than 66% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$964,078

Up $59,581 (+6.6%) from 2023

Liabilities

Up

$28,498

Up $8,742 (+44%) from 2023

Net Assets

Up

$935,580

Up $50,839 (+5.7%) from 2023

Operations
Liabilities / Revenue89th percentileNet Margin98th percentile

Revenue

Up

$55,295

Up $9,875 (+22%) from 2023

Expenses

Down

$4,456

Down $17,844 (-80%) from 2023

Net Income

Up

$50,839

Up $27,719 (+120%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth62nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2011: $2,302,825Liabilities 2011: $02011Assets 2012: $2,274,198Liabilities 2012: $02012Assets 2013: $2,064,228Liabilities 2013: $0Net Assets 2013: $2,064,2282013Assets 2014: $2,032,403Liabilities 2014: $74,4502014Assets 2015: $2,107,964Liabilities 2015: $6,7362015Assets 2019: $1,187,662Liabilities 2019: $1,4362019Assets 2020: $1,160,597Liabilities 2020: $6,123Net Assets 2020: $1,154,4742020Assets 2021: $870,009Liabilities 2021: $10,368Net Assets 2021: $859,6412021Assets 2022: $872,297Liabilities 2022: $10,676Net Assets 2022: $861,6212022Assets 2023: $904,497Liabilities 2023: $19,756Net Assets 2023: $884,7412023Assets 2024: $964,078Liabilities 2024: $28,498Net Assets 2024: $935,5802024

Highlighted filing

2024

Assets$964,078
Liabilities$28,498
Net Assets$935,580
Open 2024 Filing

Operations Trend

Revenue Growth66th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200K-$400KRevenue 2011: $89,970Expenses 2011: $135,731Net Income 2011: -$45,7612011Revenue 2012: $44,094Expenses 2012: $72,721Net Income 2012: -$28,6272012Expenses 2013: $154,9532013Revenue 2014: $77,749Expenses 2014: $184,024Net Income 2014: -$106,2752014Revenue 2015: $274,148Expenses 2015: $130,873Net Income 2015: $143,2752015Revenue 2019: $46,274Expenses 2019: $421,522Net Income 2019: -$375,2482019Revenue 2020: $88,994Expenses 2020: $120,746Net Income 2020: -$31,7522020Revenue 2021: $24,982Expenses 2021: $319,815Net Income 2021: -$294,8332021Revenue 2022: $28,646Expenses 2022: $26,666Net Income 2022: $1,9802022Revenue 2023: $45,420Expenses 2023: $22,300Net Income 2023: $23,1202023Revenue 2024: $55,295Expenses 2024: $4,456Net Income 2024: $50,8392024

Highlighted filing

2024

Revenue$55,295
Expenses$4,456
Net Income$50,839
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$964,078
Liabilities
$28,498
Net assets
$935,580
Revenue
$55,295
Expenses
$4,456
Net income
$50,839
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.96$0.03$0.94$0.06$0.00$0.05
2023Detailed filing. Detailed filing data is available for this year.$0.90$0.02$0.88$0.05$0.02$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.87$0.01$0.86$0.03$0.03$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.87$0.01$0.86$0.02$0.32$0.29
2020Detailed filing. Detailed filing data is available for this year.$1.16$0.01$1.15$0.09$0.12$0.03
2019Summary only. Only limited summary data is available for this year.$1.19$0.00$0.05$0.42$0.38
2015Summary only. Only limited summary data is available for this year.$2.11$0.01$0.27$0.13$0.14
2014Summary only. Only limited summary data is available for this year.$2.03$0.07$0.08$0.18$0.11
2013Detailed filing. Detailed filing data is available for this year.$2.06$0.00$2.06$0.15
2012Summary only. Only limited summary data is available for this year.$2.27$0.00$0.04$0.07$0.03
2011Summary only. Only limited summary data is available for this year.$2.30$0.00$0.09$0.14$0.05
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Dec 1, 2023 to Nov 30, 2024
Signed
Oct 15, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHIRLEY G MORGANVice President-$0--
Filing and Contact Details

Filer

Filer Name
William J & Shirley G Morgan Foundation
EIN
74-2076642
Phone
7139564114
Address
3000 RICHMOND AVE, HOUSTON, TX 77098

Signing Officer

Name
William J Morgan
Title
Officer
Phone
7139564114
Signed
2025-10-15
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
1330 POST OAK BLVD STE 2400, HOUSTON, TX 77056
Preparer
Gene Garcia
Phone
7136253500
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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/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd00
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0SHIRLEY G MORGAN
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0302 LODGE HOLLOW COURT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0HOUSTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd077024
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TX
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum07133617200
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd01
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0HTTP://LIVINGLONGERTHANHATE.COM
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0NONE
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NONE
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0SHIRLEY G MORGAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0118
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1236
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2118
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0HOUSTON SYMPHONY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1CONGREGATION BETH YESHURUN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2TEMPLE SHALOM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0615 LOUISIANA ST 102
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt14525 BEECHNUT STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt26930 ALPHA RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0HOUSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1HOUSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2DALLAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd077002
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd177096
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd275240
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0472
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0472
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt058746
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt058274
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0254117
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt064215
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0294076
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt058274
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0235802
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0318332
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0254117
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt064215
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0472
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0554134
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0612408
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0CHARITABLE CONTRIBUTIONS FROM PUBLICLY TRADED PARTNERSHIPS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1NONDEDUCTIBLE EXPENSES FROM PUBLICLY TRADED PARTNERSHIPS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2OTHER NONDEDUCTIBLE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt09
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt139
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt23192
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt09981
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt1181
OtherIncomeSchedule2/OtherIncomeDetail/Desc0PARTNERSHIPS - UBIT
OtherIncomeSchedule2/OtherIncomeDetail/Desc1UBS - 0124 NONDIVIDEND DISTRIBUTION
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt09981
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1181
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt010861
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt18895
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0INVESTMENT IN ENTERPRISE PRODUCTS PARTNERS LP
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc1INVESTMENT IN ENERGY TRANSFER PARTNERS LP
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt011726
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt116772
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0314
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0314
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM J MORGAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum07139564114
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILLIAM J & SHIRLEY G MORGAN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0742076642
ReturnHeader/Filer/PhoneNum07139564114
ReturnHeader/Filer/USAddress/AddressLine1Txt03000 RICHMOND AVE
ReturnHeader/Filer/USAddress/CityNm0HOUSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077098
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0420714325
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RSM US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01330 POST OAK BLVD STE 2400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HOUSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077056
ReturnHeader/PreparerPersonGrp/PhoneNum07136253500
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GENE GARCIA
ReturnHeader/ReturnTs02025-10-15T21:13:50-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-12-01
ReturnHeader/TaxPeriodEndDt02024-11-30
ReturnHeader/TaxYr02023

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