Civic Intelligence

Morgan Charitable Foundation

990PF • Fiscal year 2023 • EIN 87-2511597

Jan 01, 2023 to Dec 31, 2023 • Filed on May 02, 2024

2217 Matthews Tsp Pky D 112Matthews, NC 28105

(704) 451-1077

Siviq Scores

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

Liabilities / Assets

81st percentile

0.00x

Higher debt load relative to assets than 81% of similar nonprofits.

2023 filings • NTEE T50 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

78th percentile

0.00x

Higher debt load relative to revenue than 78% of similar nonprofits.

2023 filings • NTEE T50 • <$500k nonprofits • Source year 2023

Net Margin

44th percentile

6.6%

Higher net margin than 44% of similar nonprofits.

2023 filings • NTEE T50 • <$500k nonprofits • Source year 2023

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.

2023 filings • NTEE T50 • <$500k nonprofits • Source year 2023

Asset Growth

90th percentile

194%

Faster asset growth than 90% of similar nonprofits.

2023 filings • NTEE T50 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

89th percentile

199%

Faster revenue growth than 89% of similar nonprofits.

2023 filings • NTEE T50 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$677

Up $447 (+194%) from 2022

Net Assets

Up

$677

Up $447 (+194%) from 2022

Liabilities

Down

$0

Down $1 (-100%) from 2022

Revenue

Up

$6,760

Up $4,500 (+199%) from 2022

Expenses

Up

$6,313

Up $4,283 (+211%) from 2022

Net Income

Up

$447

Up $217 (+94%) from 2022

Historical Trend

Balance Sheet Trend

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

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

Highlighted filing

2023

Assets$677
Liabilities$0
Net Assets$677

Operations Trend

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

2023

Revenue$6,760
Expenses$6,313
Net Income$447
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 2, 2024
Return Version
2023v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dale MorganPresident-$0--
Mia Morris-MorganTreasurer-$0--
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
2024-05-02
Raw XML Appendix188 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/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Mia Morris-Morgan
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IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0Contributed to Bright Blessings whose mission is to bring joy, care and hope to homeless and impoverished children by mobilizing community volunteers of all ages.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt04000
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Bank service fees
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Software
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Mia Morris Morgan
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-02
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
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028105
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/ReturnTs02024-05-02T17:18:11-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Mia Morris
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Morgan
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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