Civic Intelligence

Sue Morgan Charitable Trust

990PF • Fiscal year 2019 • EIN 84-1799906

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 13, 2020

Organization Profile
1640 Blount AveGuntersville, AL 35976

(256) 558-1125

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

98th percentile

98%

Higher net margin than 98% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

$262,664

No earlier filing loaded for comparison.

Net Assets

$262,664

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin98th percentile

Revenue

$15,272

No earlier filing loaded for comparison.

Expenses

$296

No earlier filing loaded for comparison.

Net Income

$14,976

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$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

2019

Assets$262,664
Liabilities$0
Net Assets$262,664
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2019

Revenue$15,272
Expenses$296
Net Income$14,976
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 13, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay77th 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
1640 Blount Ave, Guntersville, AL 35976

Signing Officer

Name
Norma Wells
Title
Trustee
Signed
2020-07-13
Discuss with paid preparer
Yes

Preparer

Firm
Cook and Co Enrolled Agents
Address
124 South Main Street, Arab, AL 35016
Preparer
Mary L Penton Ea
Phone
2565864111
Raw XML Appendix240 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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IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0305
IRS990PF/DistributableAmountGrp/TotalTaxAmt0305
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0305
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0305
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0305
IRS990PF/FMVAssetsEOYAmt0262664
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01640 Blount Ave
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Guntersville
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IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
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IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
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IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
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IRS990PF/StatementsRegardingActyGrp/PhoneNum02565581125
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IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0Written application to the guidance counselor at Guntersville High School. A committee of teachers then select the scholarship recipient.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0Guntersville High School
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum02565822046
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt014227 US Highway 431 S
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd035976
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0Must be a Gunterville High School student.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0Feburary 1
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Sue G Morgan
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt02401 Lusk Street
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Guntersville
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0AL
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IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0247688
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0133582
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0RSA 1 Sec 457 Deferred Compensation Plan
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02019-05-17
IRS990ScheduleB/Organization501c3ExemptPFInd0X
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OtherIncreasesSchedule/OtherIncreasesDetail/Amt0247688
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Sue G Morgan Contribution
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0Sue G Morgan
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt02401 Lusk Street
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0Guntersville
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0AL
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd035976
TaxesSchedule/TaxesDetail/Amt096
TaxesSchedule/TaxesDetail/CategoryTxt0Edward Jones 34-1-1 Foreign Tax Paid
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt096
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Norma Wells
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Sue Morgan Charitable Trust
ReturnHeader/Filer/BusinessNameControlTxt0SUEM
ReturnHeader/Filer/EIN0841799906
ReturnHeader/Filer/PhoneNum02565581125
ReturnHeader/Filer/USAddress/AddressLine1Txt01640 Blount Ave
ReturnHeader/Filer/USAddress/CityNm0Guntersville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd035976
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0631129800
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Cook and Co Enrolled Agents
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0124 South Main Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Arab
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd035016
ReturnHeader/PreparerPersonGrp/PhoneNum02565864111
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARY L PENTON EA
ReturnHeader/ReturnTs02020-07-15T08:24:02-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$262,664
Liabilities
$0
Net assets
$262,664
Revenue
$15,272
Expenses
$296
Net income
$14,976
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