Civic Intelligence

Stephanie Morgan Memorial Fund Inc.

EIN 81-2486037 • 501(c)3 • Emerson, NJ

Pub. 78 EligibleNTEE B82

Profile

Raise funds for the benefit of emerson high school scholarships

PO Box 305Emerson, NJ 07630
Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

29th percentile

-22%

Faster asset growth than 29% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

3rd percentile

-100%

Faster revenue growth than 3% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$32,643

Down $9,224 (-22%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$32,643

Down $9,224 (-22%) from 2023

Revenue

Down

$0

Down $5,374 (-100%) from 2023

Expenses

Up

$9,224

Up $5,647 (+158%) from 2023

Net Income

Down

-$9,224

Down $11,021 (-613%) from 2023

Trend Graphs

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2019: $58,836Liabilities 2019: $0Net Assets 2019: $58,8362019Assets 2020: $47,795Liabilities 2020: $0Net Assets 2020: $47,7952020Assets 2021: $44,463Liabilities 2021: $0Net Assets 2021: $44,4632021Assets 2022: $40,070Liabilities 2022: $0Net Assets 2022: $40,0702022Assets 2023: $41,867Liabilities 2023: $0Net Assets 2023: $41,8672023Assets 2024: $32,643Liabilities 2024: $0Net Assets 2024: $32,6432024

Highlighted filing

2024

Assets$32,643
Liabilities$0
Net Assets$32,643

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2019: $46,539Expenses 2019: $9,856Net Income 2019: $36,6832019Revenue 2020: $2,419Expenses 2020: $13,460Net Income 2020: -$11,0412020Revenue 2021: $400Expenses 2021: $3,732Net Income 2021: -$3,3322021Revenue 2022: $0Expenses 2022: $4,393Net Income 2022: -$4,3932022Revenue 2023: $5,374Expenses 2023: $3,577Net Income 2023: $1,7972023Revenue 2024: $0Expenses 2024: $9,224Net Income 2024: -$9,2242024

Highlighted filing

2024

Revenue$0
Expenses$9,224
Net Income-$9,224

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 18, 2025
Return Version
2024v5.0
Gross Receipts
$0
Mission and Program Overview

Mission

Raise funds for the benefit of emerson high school scholarships

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$41,867$32,643▼ $9,224
Rtn Earn Endowment Incm Other Fnds$41,867$32,643▼ $9,224
Total Assets$41,867$32,643▼ $9,224
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$41,867$32,643▼ $9,224
Total Liabilities and Net Assets / Fund Balance$41,867$32,643▼ $9,224
Compensation and Service Providers

Board Members and Trustees

NameTitle
David MorganPresident
Nicole SmithDirector
Mary SmithDiector
Taylor MorganSecretary
Irene GeorgatosTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-9,224
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$9,224
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$724--$724
Total Functional Expenses$9,224$0$0$9,224
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

No review was or will be conducted.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
Stephanie Morgan Memorial Fund Inc
EIN
81-2486037
Phone
2012651722
Address
PO BOX 305, EMERSON, NJ 07630

Signing Officer

Name
David Morgan
Title
President
Phone
2012651722
Signed
2025-05-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Morgan
Formed
2016
Legal Domicile
Nj
Voting Board Members
3
Independent Board Members
3
Employees
0

Preparer

Firm
A Gross CPA Pa
Address
PO BOX 305, EMERSON, NJ 07630
Preparer
Allen Gross
Phone
2012651722
Raw XML Appendix247 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0RAISE FUNDS FOR THE BENEFIT OF EMERSON HIGH SCHOOL SCHOLARSHIPS
IRS990/BooksInCareOfDetail/PersonNm0DAVID MORGAN
IRS990/BooksInCareOfDetail/PhoneNum02012651722
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0125 PINE DRIVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0EMERSON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NJ
IRS990/BooksInCareOfDetail/USAddress/ZIPCd007630
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt041867
IRS990/CashNonInterestBearingGrp/EOYAmt032643
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt09224
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-9224
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt09224
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt00
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0RAISE FUNDS FOR THE BENEFIT OF EMERSON HIGH SCHOOL SCHOLARSHIPS
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt09224
IRS990/FamilyOrBusinessRlnInd0false
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0DAVID MORGAN
IRS990/Form990PartVIISectionAGrp/PersonNm1TAYLOR MORGAN
IRS990/Form990PartVIISectionAGrp/PersonNm2IRENE GEORGATOS
IRS990/Form990PartVIISectionAGrp/PersonNm3MARY SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm4NICOLE SMITH
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr02016
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt00
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt03
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0NJ
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0RAISE FUNDS FOR THE BENEFIT OF EMERSON HIGH SCHOOL SCHOLARSHIPS
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt041867
IRS990/NetAssetsOrFundBalancesEOYAmt032643
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherExpensesGrp/Desc0SCHOLARSHIP
IRS990/OtherExpensesGrp/Desc1EVENT EXPENSE
IRS990/OtherExpensesGrp/ProgramServicesAmt08500
IRS990/OtherExpensesGrp/ProgramServicesAmt1724
IRS990/OtherExpensesGrp/TotalAmt08500
IRS990/OtherExpensesGrp/TotalAmt1724
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0DAVID MORGAN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt05374
IRS990/PYExcessBenefitTransInd0false
IRS990/PYOtherExpensesAmt03577
IRS990/PYRevenuesLessExpensesAmt01797
IRS990/PYTotalExpensesAmt03577
IRS990/PYTotalRevenueAmt05374
IRS990/ReconcilationRevenueExpnssAmt0-9224
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt041867
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt032643
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt05374
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0400
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02419
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt08193
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt08193
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt05374
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0400
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt02419
IRS990ScheduleA/Total509Grp/TotalAmt08193
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt05374
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0400
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt02419
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt08193
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0NJ
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt041867
IRS990/TotalAssetsEOYAmt032643
IRS990/TotalAssetsGrp/BOYAmt041867
IRS990/TotalAssetsGrp/EOYAmt032643
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt09224
IRS990/TotalFunctionalExpensesGrp/TotalAmt09224
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt041867
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt032643
IRS990/TotalProgramServiceExpensesAmt09224
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt041867
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt032643
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt0125 PINE DRIVE
IRS990/USAddress/CityNm0EMERSON
IRS990/USAddress/StateAbbreviationCd0NJ
IRS990/USAddress/ZIPCd007630
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID MORGAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02012651722
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0STEPHANIE MORGAN MEMORIAL FUND INC
ReturnHeader/Filer/BusinessNameControlTxt0STEP
ReturnHeader/Filer/EIN0812486037
ReturnHeader/Filer/PhoneNum02012651722
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 305
ReturnHeader/Filer/USAddress/CityNm0EMERSON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd007630
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0223267812
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0A GROSS CPA PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 305
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0EMERSON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd007630
ReturnHeader/PreparerPersonGrp/PhoneNum02012651722
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALLEN GROSS
ReturnHeader/ReturnTs02025-05-27T17:10:05-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.