Civic Intelligence

Morgan Charitable Foundation

EIN 87-2511597 • Matthews, NC

2217 Matthews Tsp Pky D 112Matthews, NC 28105
Siviq Scores

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

Liabilities / Assets

76th percentile

0.00x

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

NTEE T50 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

76th percentile

0.00x

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

NTEE T50 • <$500k nonprofits • Source year 2024

Net Margin

24th percentile

-6.0%

Higher net margin than 24% of similar nonprofits.

NTEE T50 • <$500k nonprofits • Source year 2024

Top Officer Pay

94th percentile

$0

Higher top officer pay than 94% of similar nonprofits.

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

NTEE T50 • <$500k nonprofits • Source year 2024

Asset Growth

14th percentile

-64%

Faster asset growth than 14% of similar nonprofits.

NTEE T50 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

57th percentile

6.3%

Faster revenue growth than 57% of similar nonprofits.

NTEE T50 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets76th percentile

Assets

Down

$247

Down $430 (-64%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

Down

$247

Down $430 (-64%) from 2023

Operations
Liabilities / Revenue76th percentileNet Margin24th percentile

Revenue

Up

$7,188

Up $428 (+6.3%) from 2023

Expenses

Up

$7,618

Up $1,305 (+21%) from 2023

Net Income

Down

-$430

Down $877 (-196%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth14th percentile

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

$800$600$400$200$0Assets 2021: $1Liabilities 2021: $1Net Assets 2021: $02021Assets 2022: $230Liabilities 2022: $1Net Assets 2022: $2302022Assets 2023: $677Liabilities 2023: $1Net Assets 2023: $6772023Assets 2024: $247Liabilities 2024: $0Net Assets 2024: $2472024

Highlighted filing

2024

Assets$247
Liabilities$0
Net Assets$247
Open 2024 Filing

Operations Trend

Revenue Growth57th percentile

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

$10K$5.0K$0-$5.0KRevenue 2021: $1Expenses 2021: $0Net Income 2021: $12021Revenue 2022: $2,260Expenses 2022: $2,030Net Income 2022: $2302022Revenue 2023: $6,760Expenses 2023: $6,313Net Income 2023: $4472023Revenue 2024: $7,188Expenses 2024: $7,618Net Income 2024: -$4302024

Highlighted filing

2024

Revenue$7,188
Expenses$7,618
Net Income-$430
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$247
Liabilities
$0
Net assets
$247
Revenue
$7,188
Expenses
$7,618
Net income
-$430
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$247$0$247$7,188$7,618$430
2023Detailed filing. Detailed filing data is available for this year.$677$1$677$6,760$6,313$447
2022Detailed filing. Detailed filing data is available for this year.$230$1$230$2,260$2,030$230
2021Detailed filing. Detailed filing data is available for this year.$1$1$0$1$0$1
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 1, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dale MorganPresident-$0--
Mia Morris-MorganTreasurer-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantAlliance For ChildrenInvesting in bright futures for children. Achieves substantial outcomes for young children through collaboration, innovation, and facilitation of coordinated services and policies that provide a springboard to success.PCMonroe, NC, US$3,500
Filing and Contact Details

Filer

Filer Name
Morgan Charitable Foundation
EIN
87-2511597
Phone
7044511077
Address
2217 Matthews Tsp Pky D 112, Matthews, NC 28105

Signing Officer

Name
Mia Morris Morgan
Title
Treasurer
Signed
2025-07-01
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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/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Mia Morris Morgan
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Morgan Charitable Foundation
ReturnHeader/Filer/BusinessNameControlTxt0MORG
ReturnHeader/Filer/EIN0872511597
ReturnHeader/Filer/PhoneNum07044511077
ReturnHeader/Filer/USAddress/AddressLine1Txt02217 Matthews Tsp Pky D 112
ReturnHeader/Filer/USAddress/CityNm0Matthews
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ReturnHeader/Filer/USAddress/ZIPCd028105
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/ReturnTs02025-07-01T16:01:19-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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