Civic Intelligence

The Morgen Family Foundation

EIN 84-3231226 • New Braunfels, TX

1010 Bendel Ranch RoadNew Braunfels, TX 78133
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

86th percentile

40%

Higher net margin than 86% 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

70th percentile

8.6%

Faster asset growth than 70% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

96th percentile

307%

Faster revenue growth than 96% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$274,097

Up $21,739 (+8.6%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

Up

$274,097

Up $21,739 (+8.6%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin86th percentile

Revenue

Up

$53,691

Up $40,502 (+307%) from 2023

Expenses

Up

$31,952

Up $1,214 (+3.9%) from 2023

Net Income

Up

$21,739

Up $39,288 (+224%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth70th percentile

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

$300K$200K$100K$0Assets 2020: $286,911Liabilities 2020: $1Net Assets 2020: $286,9112020Assets 2021: $282,347Liabilities 2021: $995Net Assets 2021: $281,3522021Assets 2022: $269,907Liabilities 2022: $1Net Assets 2022: $269,9072022Assets 2023: $252,358Liabilities 2023: $1Net Assets 2023: $252,3582023Assets 2024: $274,097Liabilities 2024: $0Net Assets 2024: $274,0972024

Highlighted filing

2024

Assets$274,097
Liabilities$0
Net Assets$274,097
Open 2024 Filing

Operations Trend

Revenue Growth96th percentile

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

$400K$300K$200K$100K$0-$100KRevenue 2020: $304,709Expenses 2020: $17,798Net Income 2020: $286,9112020Revenue 2021: $10,958Expenses 2021: $16,517Net Income 2021: -$5,5592021Revenue 2022: $24,426Expenses 2022: $35,871Net Income 2022: -$11,4452022Revenue 2023: $13,189Expenses 2023: $30,738Net Income 2023: -$17,5492023Revenue 2024: $53,691Expenses 2024: $31,952Net Income 2024: $21,7392024

Highlighted filing

2024

Revenue$53,691
Expenses$31,952
Net Income$21,739
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$274,097
Liabilities
$0
Net assets
$274,097
Revenue
$53,691
Expenses
$31,952
Net income
$21,739
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.74$0.00$2.74$0.54$0.32$0.22
2023Detailed filing. Detailed filing data is available for this year.$2.52$0.00$2.52$0.13$0.31$0.18
2022Detailed filing. Detailed filing data is available for this year.$2.70$0.00$2.70$0.24$0.36$0.11
2021Detailed filing. Detailed filing data is available for this year.$2.82$0.01$2.81$0.11$0.17$0.06
2020Detailed filing. Detailed filing data is available for this year.$2.87$0.00$2.87$3.05$0.18$2.87
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 11, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID PERELSTEINPresident-$0--
JENNIFER PERELSTEINVice President-$0--
BRUCE A ROSENTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
The Morgen Family Foundation
EIN
84-3231226
Phone
6317541600
Address
1010 BENDEL RANCH ROAD, NEW BRAUNFELS, TX 78133

Signing Officer

Name
David Perelstein
Title
President
Signed
2025-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Sasserath & Co LLP
Address
4175 Veterans Memorial Highway Suit, Ronkonkoma, NY 11779
Preparer
Bruce a Rosen CPA
Phone
6317541600
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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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ReturnHeader/PreparerPersonGrp/PhoneNum06317541600
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRUCE A ROSEN CPA
ReturnHeader/ReturnTs02025-11-11T09:06:30-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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