Civic Intelligence

Fort Morgan Heritage Endowment Foundation

EIN 84-0813730 • 501(c)3 • Fort Morgan, CO

Profile

To benefit the Fort Morgan Heritage Foundation

PO Box 184Fort Morgan, CO 80701

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

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

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

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

69th percentile

11%

Faster asset growth than 69% of similar nonprofits.

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

Revenue Growth

88th percentile

68%

Faster revenue growth than 88% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$379,344

Up $37,990 (+11%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

$379,344

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Up

$18,324

Up $7,448 (+68%) from 2023

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset Growth69th percentile

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

$400K$300K$200K$100K$0Assets 2011: $201,287Liabilities 2011: $02011Assets 2012: $188,621Liabilities 2012: $02012Assets 2013: $220,123Net Assets 2013: $220,1232013Assets 2014: $230,861Net Assets 2014: $230,8612014Assets 2015: $225,180Net Assets 2015: $225,1802015Assets 2016: $247,437Net Assets 2016: $247,4372016Assets 2017: $278,072Net Assets 2017: $278,0722017Assets 2018: $250,546Net Assets 2018: $250,5462018Assets 2019: $278,662Net Assets 2019: $278,6622019Assets 2020: $301,570Net Assets 2020: $301,5702020Assets 2021: $338,426Net Assets 2021: $338,4262021Assets 2022: $305,192Net Assets 2022: $305,1922022Assets 2023: $341,354Liabilities 2023: $02023Assets 2024: $379,344Net Assets 2024: $379,3442024

Highlighted filing

2024

Assets$379,344
Liabilities-
Net Assets$379,344
Open 2024 Filing

Operations Trend

Revenue Growth88th percentile

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

$40K$20K$0-$20K-$40KRevenue 2011: $29,717Expenses 2011: $0Net Income 2011: $29,7172011Revenue 2012: $10,131Expenses 2012: $31,396Net Income 2012: -$21,2652012Revenue 2013: $8,6772013Revenue 2014: $12,1982014Revenue 2015: $11,3602015Revenue 2016: $11,192Expenses 2016: $5,500Net Income 2016: $5,6922016Revenue 2017: $11,6252017Revenue 2018: $6,898Expenses 2018: $11,451Net Income 2018: -$4,5532018Revenue 2019: $8,134Expenses 2019: $15,000Net Income 2019: -$6,8662019Revenue 2020: $9,0182020Revenue 2021: $7,0772021Revenue 2022: $8,7892022Revenue 2023: $10,876Expenses 2023: $0Net Income 2023: $10,8762023Revenue 2024: $18,3242024

Highlighted filing

2024

Revenue$18,324
Expenses-
Net Income-
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$379,344
Liabilities
-
Net assets
$379,344
Revenue
$18,324
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.79$3.79$0.18
2023Summary only. Only limited summary data is available for this year.$3.41$0.00$0.11$0.00$0.11
2022Detailed filing. Detailed filing data is available for this year.$3.05$3.05$0.09
2021Detailed filing. Detailed filing data is available for this year.$3.38$3.38$0.07
2020Detailed filing. Detailed filing data is available for this year.$3.02$3.02$0.09
2019Detailed filing. Detailed filing data is available for this year.$2.79$2.79$0.08$0.15$0.07
2018Detailed filing. Detailed filing data is available for this year.$2.51$2.51$0.07$0.11$0.05
2017Detailed filing. Detailed filing data is available for this year.$2.78$2.78$0.12
2016Detailed filing. Detailed filing data is available for this year.$2.47$2.47$0.11$0.06$0.06
2015Detailed filing. Detailed filing data is available for this year.$2.25$2.25$0.11
2014Detailed filing. Detailed filing data is available for this year.$2.31$2.31$0.12
2013Detailed filing. Detailed filing data is available for this year.$2.20$2.20$0.09
2012Summary only. Only limited summary data is available for this year.$1.89$0.00$0.10$0.31$0.21
2011Summary only. Only limited summary data is available for this year.$2.01$0.00$0.30$0.00$0.30
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 24, 2025
Return Version
2024v5.2
Gross Receipts
$18,324
Mission and Program Overview

Mission

To benefit the Fort Morgan Heritage Foundation

Program Services

DescriptionGrantsExpenses
To Provide support of funding for the Fort Morgan Heritage Foundation--
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Bob PhillipsVice President-$0--
Sara CanfieldPresident-$0--
Robert CarruthTreasurer-$0--
Alyse CampbellSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Fort Morgan Heritage Endowment Foundation
EIN
84-0813730
Phone
9705424010
Address
PO Box 184, Fort Morgan, CO 80701

Signing Officer

Name
Rob Carruth
Title
Treasurer
Phone
9705424010
Signed
2025-10-24
Discuss with paid preparer
Yes

Preparer

Firm
Liittjohann Kauffman and Pederson CPAs
Address
420 East Platte Avenue Ste A, Fort Morgan, CO 80701
Preparer
David A Kauffman
Phone
9708674922
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 20, Net Assets

“Unrealized Gainloss on Marketable Securities 19,666”

Form 990-EZ, Part IV, Section E, Line 2 and 3

“The Fort Morgan Heritage Foundation operates only for the benefit of the Fort Morgan Heritage Foundation. Any support that the Endowment Foundation provides is for the benefit of one or more programs or activities operated by the Fort Morgan Heritage Foundation.”

Raw XML Appendix143 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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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
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IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
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IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
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IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd0true
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd0true
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd0X
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IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/MajorityDirTrstSupportedOrgInd0true
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
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IRS990ScheduleA/SupportingOrganization509a3Ind0X
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IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Unrealized Gainloss on Marketable Securities 19,666
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ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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