Civic Intelligence

Sue Morgan Charitable Trust

EIN 84-1799906 • Guntersville, AL

Pub. 78 Eligible
PO Box 309Guntersville, AL 35976
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

92nd percentile

62%

Higher net margin than 92% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

61st percentile

2.1%

Faster asset growth than 61% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

96th percentile

328%

Faster revenue growth than 96% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$404,212

Up $8,338 (+2.1%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$404,212

Up $8,338 (+2.1%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin92nd percentile

Revenue

Up

$13,502

Up $10,348 (+328%) from 2023

Expenses

Down

$5,164

Down $215 (-4.0%) from 2023

Net Income

Up

$8,338

Up $10,563 (+475%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth61st percentile

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

$600K$400K$200K$0Assets 2019: $262,664Liabilities 2019: $0Net Assets 2019: $262,6642019Assets 2020: $264,683Liabilities 2020: $0Net Assets 2020: $264,6832020Assets 2021: $330,847Liabilities 2021: $0Net Assets 2021: $330,8472021Assets 2022: $398,099Liabilities 2022: $0Net Assets 2022: $398,0992022Assets 2023: $395,874Liabilities 2023: $0Net Assets 2023: $395,8742023Assets 2024: $404,212Liabilities 2024: $0Net Assets 2024: $404,2122024

Highlighted filing

2024

Assets$404,212
Liabilities$0
Net Assets$404,212
Open 2024 Filing

Operations Trend

Revenue Growth96th percentile

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

$20K$15K$10K$5.0K$0-$5.0KRevenue 2019: $15,272Expenses 2019: $296Net Income 2019: $14,9762019Revenue 2020: $5,873Expenses 2020: $3,854Net Income 2020: $2,0192020Revenue 2021: $4,717Expenses 2021: $557Net Income 2021: $4,1602021Revenue 2022: $7,779Expenses 2022: $607Net Income 2022: $7,1722022Revenue 2023: $3,154Expenses 2023: $5,379Net Income 2023: -$2,2252023Revenue 2024: $13,502Expenses 2024: $5,164Net Income 2024: $8,3382024

Highlighted filing

2024

Revenue$13,502
Expenses$5,164
Net Income$8,338
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$404,212
Liabilities
$0
Net assets
$404,212
Revenue
$13,502
Expenses
$5,164
Net income
$8,338
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.04$0.00$4.04$0.14$0.05$0.08
2023Detailed filing. Detailed filing data is available for this year.$3.96$0.00$3.96$0.03$0.05$0.02
2022Detailed filing. Detailed filing data is available for this year.$3.98$0.00$3.98$0.08$0.01$0.07
2021Detailed filing. Detailed filing data is available for this year.$3.31$0.00$3.31$0.05$0.01$0.04
2020Detailed filing. Detailed filing data is available for this year.$2.65$0.00$2.65$0.06$0.04$0.02
2019Detailed filing. Detailed filing data is available for this year.$2.63$0.00$2.63$0.15$0.00$0.15
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 29, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Norma M WellsTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Sue Morgan Charitable Trust
EIN
84-1799906
Phone
2565581125
Address
PO Box 309, Guntersville, AL 35976

Signing Officer

Name
Norma Wells
Title
Trustee
Signed
2025-04-29
Discuss with paid preparer
Yes

Preparer

Firm
Cook and Co Tax Advisors
Address
124 South Main Street, Arab, AL 35016
Preparer
Mary L Penton Ea
Phone
2565864111
Raw XML Appendix228 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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ReturnHeader/PreparerPersonGrp/PhoneNum02565864111
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARY L PENTON EA
ReturnHeader/ReturnTs02025-04-30T09:31:53-07:00
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ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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