Civic Intelligence

Morningside

EIN 91-0757099 • 501(c)3 • Olympia, WA

Profile

See schedule omorningside provides the training, coaching, and employment services that build the self-sufficiency and self-esteem of people with disabilities. Morningside envisions a future in which people with disabilities have access for the same opportunities for employment and self-sufficiency as all other community members.

PO Box 7936Olympia, WA 98507

www.morningsideservices.com

Siviq Scores

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

Liabilities / Assets

78th percentile

0.54x

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

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

82nd percentile

1.10x

Higher debt load relative to revenue than 82% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

38th percentile

0.5%

Higher net margin than 38% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

94th percentile

68%

Faster asset growth than 94% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

31st percentile

-1.0%

Faster revenue growth than 31% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Assets

Up

$18,491,426

Up $7,453,297 (+68%) from 2023

Liabilities

Up

$9,959,615

Up $5,894,836 (+145%) from 2023

Net Assets

Up

$8,531,811

Up $1,558,461 (+22%) from 2023

Revenue

Down

$9,038,773

Down $89,149 (-1.0%) from 2023

Expenses

Up

$8,994,847

Up $870,392 (+11%) from 2023

Net Income

Down

$43,926

Down $959,541 (-96%) from 2023

Trend Graphs

Balance Sheet Trend

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

$20M$15M$10M$5.0M$0Assets 2011: $3,938,429Liabilities 2011: $1,226,106Net Assets 2011: $2,712,3232011Assets 2012: $3,828,226Liabilities 2012: $1,203,927Net Assets 2012: $2,624,2992012Assets 2013: $4,156,859Liabilities 2013: $1,181,985Net Assets 2013: $2,974,8742013Assets 2014: $4,260,448Liabilities 2014: $991,090Net Assets 2014: $3,269,3582014Assets 2015: $4,671,705Liabilities 2015: $1,080,980Net Assets 2015: $3,590,7252015Assets 2016: $5,015,359Liabilities 2016: $1,017,847Net Assets 2016: $3,997,5122016Assets 2017: $5,240,584Liabilities 2017: $913,565Net Assets 2017: $4,327,0192017Assets 2018: $5,662,957Liabilities 2018: $925,274Net Assets 2018: $4,737,6832018Assets 2019: $6,068,194Liabilities 2019: $859,478Net Assets 2019: $5,208,7162019Assets 2020: $6,794,205Liabilities 2020: $809,917Net Assets 2020: $5,984,2882020Assets 2021: $7,181,079Liabilities 2021: $912,417Net Assets 2021: $6,268,6622021Assets 2022: $8,518,021Liabilities 2022: $2,588,136Net Assets 2022: $5,929,8852022Assets 2023: $11,038,129Liabilities 2023: $4,064,779Net Assets 2023: $6,973,3502023Assets 2024: $18,491,426Liabilities 2024: $9,959,615Net Assets 2024: $8,531,8112024

Highlighted filing

2024

Assets$18,491,426
Liabilities$9,959,615
Net Assets$8,531,811

Operations Trend

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

$10M$5.0M$0-$5.0MExpenses 2011: $3,816,0282011Expenses 2012: $3,756,5252012Revenue 2013: $4,359,666Expenses 2013: $4,008,972Net Income 2013: $350,6942013Revenue 2014: $4,703,804Expenses 2014: $4,409,320Net Income 2014: $294,4842014Revenue 2015: $5,006,718Expenses 2015: $4,685,359Net Income 2015: $321,3592015Revenue 2016: $5,549,114Expenses 2016: $5,138,682Net Income 2016: $410,4322016Revenue 2017: $5,862,268Expenses 2017: $5,532,761Net Income 2017: $329,5072017Revenue 2018: $6,330,299Expenses 2018: $5,974,338Net Income 2018: $355,9612018Revenue 2019: $6,390,643Expenses 2019: $6,031,710Net Income 2019: $358,9332019Revenue 2020: $6,714,286Expenses 2020: $5,951,693Net Income 2020: $762,5932020Revenue 2021: $6,575,120Expenses 2021: $6,330,150Net Income 2021: $244,9702021Revenue 2022: $7,564,409Expenses 2022: $8,052,375Net Income 2022: -$487,9662022Revenue 2023: $9,127,922Expenses 2023: $8,124,455Net Income 2023: $1,003,4672023Revenue 2024: $9,038,773Expenses 2024: $8,994,847Net Income 2024: $43,9262024

Highlighted filing

2024

Revenue$9,038,773
Expenses$8,994,847
Net Income$43,926

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.5$9.96$8.53$9.04$8.99$0.04
2023Summary only. Only limited summary data is available for this year.$11.0$4.06$6.97$9.13$8.12$1.00
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.52$2.59$5.93$7.56$8.05$0.49
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.18$0.91$6.27$6.58$6.33$0.24
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.79$0.81$5.98$6.71$5.95$0.76
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.07$0.86$5.21$6.39$6.03$0.36
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.66$0.93$4.74$6.33$5.97$0.36
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.24$0.91$4.33$5.86$5.53$0.33
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.02$1.02$4.00$5.55$5.14$0.41
2015Summary only. Only limited summary data is available for this year.$4.67$1.08$3.59$5.01$4.69$0.32
2014Summary only. Only limited summary data is available for this year.$4.26$0.99$3.27$4.70$4.41$0.29
2013Detailed filing. Detailed filing data is available for this year.$4.16$1.18$2.97$4.36$4.01$0.35
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.83$1.20$2.62$3.76
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.94$1.23$2.71$3.82
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 14, 2025
Return Version
2024v5.2
Gross Receipts
$9,038,823
Mission and Program Overview

Mission

Morningside provides the training, coaching, and employment services that build the self-sufficiency and self-esteem of people with disabilities.

Assist individuals with disabilities find employment and provide on-site employment support.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$8,350,894$8,578,457▲ $227,563
Other Notes and Loans Receivable, Net$147,021$2,609,430▲ $2,462,409
Investments Other Securities$210,976$2,152,155▲ $1,941,179
Accounts Receivable$815,519$985,307▲ $169,788
Cash and Non-Interest-Bearing Accounts$1,354,466$814,492▼ $539,974
Prepaid Expenses and Deferred Charges$133,842$98,079▼ $35,763
Total Assets$11,038,129$18,491,426▲ $7,453,297
Other Assets Total$25,411$3,253,506▲ $3,228,095
Liabilities
Mortgage Notes Payable Secured by Investment Property$3,695,669$6,353,426▲ $2,657,757
Other Liabilities$0$3,117,800▲ $3,117,800
Accounts Payable and Accrued Expenses$369,110$488,389▲ $119,279
Total Liabilities$4,064,779$9,959,615▲ $5,894,836
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$6,885,822$8,316,811▲ $1,430,989
Net Assets With Donor Restrictions$87,528$215,000▲ $127,472
Total Net Assets Fund Balance$6,973,350$8,531,811▲ $1,558,461
Total Liabilities and Net Assets / Fund Balance$11,038,129$18,491,426▲ $7,453,297

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$6,378,727$666,445$7,045,172
Buildings$1,376,082$64,622$1,440,704
Land$823,648-$823,648
Other Land Buildings$0$129,144$129,144
Other Assets Org$376,781--
Other Securities$2,152,155--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jonathan PlegerPresident/CEOFT$152,657$21,198$173,855
Jaime BrittonCOOFT$132,397$15,177$147,574
Donald HaydenCIOFT$117,197$18,808$136,005
Michael CollinsVP Finance/CFOFT$73,359$9,723$83,082

Board Members and Trustees

NameTitle
Jennica MachadoBoard Chair
Amy BucklerBoard Vice Chair
Bridget LocklingBoard Secretary/treasurer
Aaron SteeleTrustee
Alana NealTrustee
Brad HooperTrustee
Brett DerousieTrustee
Holly JosephTrustee
Jason RobertsonTrustee
Michael CadeTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Jc Richards ConstructionConstruction120 N TACOMA AVE, Tacoma, WA 98403$251,414
Revenue and Support

Revenue Composition

Contributions and Grants
$477,403
Program Service Revenue
$8,161,643
Investment Income
$26,885
Other Revenue
$372,842
All Other Contributions
$477,403
Change in Net Assets
$43,926
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$7,045,133
Other Expenses$1,949,714
Total Fundraising Expense$9,894
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,835,276$1,222,225$5,569$5,063,070
Other Employee Benefits$729,385$232,440$1,059$962,884
Occupancy$560,204$178,526$813$739,543
Current Officers, Directors, Trustees, and Key Employees$409,373$130,459$594$540,426
Payroll Taxes$309,049$98,488$449$407,986
Travel$205,811$65,588$299$271,698
Depreciation Depletion$170,446$54,318$247$225,011
All Other Expenses$153,212$48,822$226$202,260
Insurance$73,287$23,355$106$96,748
Information Technology$61,914$19,731$90$81,735
Fees for Services Other$55,374$17,647$80$73,101
Office Expenses$53,825$17,154$78$71,057
Pension Plan Contributions$53,606$17,083$78$70,767
Fees for Services Legal$39,805$12,685$58$52,548
Advertising$9,952$3,172$14$13,138
Other Expenses$8,444$2,691$12$11,147
Total Functional Expenses$6,813,597$2,171,356$9,894$8,994,847
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Lease Liability$2,849,105
Due to Subsidiaries$268,695
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

Prior to filing, the form 990 was reviewed by the vp of finance, by the coo, and by the president/ceo.

Form 990, Part VI, Section B, Line 12C

Board members are required to disclose any potential conflict of interest to the chair of the board of trustees in advance of any action to be taken on any issue. Any trustee may report to the executive committee any situation that creates a real or apparent conflict of interest. The president/ceo notifies the executive committee of any situation that may create a real or apparent conflict of interest between the trustee and the agency. If a conflict is found, the board of trustees member must recuse himself or herself from discussing or voting on such matter.

Form 990, Part VI, Section B, Line 15

The executive evaluation/compensation committee, comprised of current and former board chair and trustees, meets and evaluates the performance of the president/ceo. Market surveys are obtained and used as comparative data for reviewing compensation paid to the president/ceo. The committee will then recommend to the full board a compensation package for their approval. The president/ceo conducts annual performance evaluation and reviews the compensation of key employees. Market surveys are obtained and used as comparative data for reviewing compensation paid to key employees of the organization. The most recent compensation review was conducted in early 2025.

Form 990, Part VI, Section C, Line 19

The organization's governing documents, conflict of interest policy and financial statements are available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Morningside
EIN
91-0757099
Phone
3609430512
Address
PO BOX 7936, OLYMPIA, WA 98507

Signing Officer

Name
Jonathan Pleger
Title
President/CEO
Phone
3609430512
Signed
2025-11-14

Organization Details

Principal Officer
Jonathan Pleger
Formed
1963
Legal Domicile
Wa
Voting Board Members
10
Independent Board Members
10
Employees
153
Volunteers
10

Preparer

Firm
Clark Nuber Ps
Address
555 110TH AVE NE SUITE 700, BELLEVUE, WA 98004
Preparer
Jennifer Becker Harris
Phone
4254544919
Supplemental Narrative

Additional Explanations

FORM 990, PART I, LINE 6:

Volunteers who assisted with our events, including our volunteer-based board members.

Raw XML AppendixShowing 400 of 661 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.

Path#Value
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IRS990/ActivityOrMissionDesc0ASSIST INDIVIDUALS WITH DISABILITIES FIND EMPLOYMENT AND PROVIDE ON-SITE EMPLOYMENT SUPPORT.
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IRS990/Desc0INDIVIDUAL EMPLOYMENT PROGRAM: WE EVALUATE, TRAIN, PLACE AND SUPPORT PEOPLE WITH DISABILITIES IN INTEGRATED JOBS IN THEIR COMMUNITIES. INDIVIDUALS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES ARE AN UNDER-UTILIZED WORK FORCE OF RELIABLE AND DEPENDABLE WORKERS WHO HAVE THE CAPACITY TO CONTRIBUTE VALUABLE SERVICES TO THE COMMUNITIES WHERE THEY LIVE. YET BARRIERS TO THEIR EMPLOYMENT ARE FORMIDABLE. MORNINGSIDE'S INDIVIDUAL EMPLOYMENT PROGRAM IS COMMITTED TO HELPING PEOPLE WITH DISABILITIES SECURE TRANSFORMATIONAL JOBS AND BE AS SELF-SUFFICIENT AS POSSIBLE. AS AN AGENCY THAT PROVIDES INDIVIDUAL SUPPORTED EMPLOYMENT SERVICES, WE HAVE SOME OF THE BEST EMPLOYMENT OUTCOMES FOR PEOPLE WITH DISABILITIES IN THE STATE OF WASHINGTON. WE RECEIVE REFERRALS FROM BOTH THE DIVISION OF VOCATIONAL REHABILITATION AND THE DEVELOPMENTAL DISABILITIES ADMINISTRATION EACH MONTH, EXCEED PLACEMENT OUTCOMES EACH YEAR AND PROVIDE EXCEPTIONAL, QUALITY SERVICES TO CLIENTS IN OUR COMMUNITY ON A REGULAR BASIS. MORNINGSIDE SUPPORTS A LIVING WAGE AND DOES NOT PLACE CLIENTS IN SUB-MINIMUM WAGE POSITIONS.
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IRS990/Form990PartVIISectionAGrp/PersonNm1AMY BUCKLER
IRS990/Form990PartVIISectionAGrp/PersonNm2BRIDGET LOCKLING
IRS990/Form990PartVIISectionAGrp/PersonNm3BRETT DEROUSIE
IRS990/Form990PartVIISectionAGrp/PersonNm4BRAD HOOPER
IRS990/Form990PartVIISectionAGrp/PersonNm5ALANA NEAL
IRS990/Form990PartVIISectionAGrp/PersonNm6HOLLY JOSEPH
IRS990/Form990PartVIISectionAGrp/PersonNm7MICHAEL CADE
IRS990/Form990PartVIISectionAGrp/PersonNm8JASON ROBERTSON
IRS990/Form990PartVIISectionAGrp/PersonNm9AARON STEELE
IRS990/Form990PartVIISectionAGrp/PersonNm10JONATHAN PLEGER
IRS990/Form990PartVIISectionAGrp/PersonNm11MICHAEL COLLINS
IRS990/Form990PartVIISectionAGrp/PersonNm12JAIME BRITTON
IRS990/Form990PartVIISectionAGrp/PersonNm13DONALD HAYDEN
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IRS990/Form990PartVIISectionAGrp/TitleTxt0BOARD CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD SECRETARY/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10PRESIDENT/CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt11VP FINANCE/CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt12COO
IRS990/Form990PartVIISectionAGrp/TitleTxt13CIO
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IRS990/MissionDesc0MORNINGSIDE PROVIDES THE TRAINING, COACHING, AND EMPLOYMENT SERVICES THAT BUILD THE SELF-SUFFICIENCY AND SELF-ESTEEM OF PEOPLE WITH DISABILITIES.
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IRS990/OtherEmployeeBenefitsGrp/TotalAmt0962884
IRS990/OtherExpensesGrp/Desc0BUILDING MAINTENANCE
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IRS990/PayrollTaxesGrp/TotalAmt0407986
IRS990/PensionPlanContributionsGrp/FundraisingAmt078
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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt098079
IRS990/PrincipalOfficerNm0JONATHAN PLEGER
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IRS990/ProgramServiceRevenueGrp/Desc0TRAINING SERVICES
IRS990/ProgramServiceRevenueGrp/Desc1EVALUATION SERVICES
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IRS990/ProgSrvcAccomActy2Grp/Desc0FOUNDATIONAL COMMUNITY SUPPORTS (FCS) PROGRAM: MORNINGSIDE'S FOUNDATIONAL COMMUNITY SUPPORTS IS A PROGRAM OFFERING BENEFITS FOR SUPPORTED HOUSING AND SUPPORTED EMPLOYMENT FOR APPLE HEALTH-ELIGIBLE BENEFICIARIES WITH COMPLEX NEEDS. MORNINGSIDE WORKS WITH HOUSING AND EMPLOYMENT PROVIDERS TO HELP OUR CLIENTS FIND AND MAINTAIN JOBS, ACQUIRE STABLE, INDEPENDENT HOUSING, AND GAIN THE NECESSARY SKILLS TO BE SUCCESSFUL.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt01227897
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0757282
IRS990/ProgSrvcAccomActy3Grp/Desc0PRE-EMPLOYMENT TRANSITION SERVICES (PRE-ETS) PROGRAM: MORNINGSIDE SEEKS TO DEVELOP AND LEAD SUCCESSFUL WORKFORCE DEVELOPMENT STRATEGIES FOR YOUTH AND YOUNG ADULTS AGED 14-22 WITH ACTIVE IEP OR 504 PLANS. THROUGH THESE EFFORTS, YOUTH AND YOUNG ADULTS WILL GAIN WORK READINESS TRAINING, WORK EXPERIENCE, PREPARE FOR POSTSECONDARY EDUCATION AND/OR CONNECT WITH INDUSTRY-FOCUSED EDUCATION AND TRAINING PROGRAMS. OUR PRE-ETS PROGRAM PROVIDES WORKPLACE READINESS TRAINING, WORK-BASED LEARNING, SELF-ADVOCACY, INCLUDING PAID INTERNSHIPS.
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IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0946744
IRS990/ProgSrvcAccomActyOtherGrp/Desc0COMMUNITY PROTECTION PROGRAM:MORNINGSIDE'S COMMUNITY PROTECTION PROGRAM ENABLES INDIVIDUALS WHO REQUIRE SPECIALIZED SUPPORT AND SUPERVISION TO WORK SAFELY IN THEIR COMMUNITIES. THE PROGRAM SERVES OFFENDERS WITH DEVELOPMENTAL DISABILITIES WHO ARE ENROLLED IN WASHINGTON'S COMMUNITY PROTECTIONPROGRAM THROUGH DSHS. THE COMMUNITY PROTECTION PROGRAM IS HIGHLY REGARDED NATIONALLY AND WAS THE FIRST TO BE APPROVED BY THE FEDERAL GOVERNMENT TO RECEIVE MEDICAID WAIVER FUNDING. MORNINGSIDE HAS BEEN OFFERING THESE SERVICES SINCE 1993, LONGER THAN ANY EMPLOYMENT PROVIDER IN OUR STATE. IN ADDITION TO THE MORE TRADITIONAL TASKS OF A JOB DEVELOPER, COMMUNITY PROTECTION JOB DEVELOPERS PROVIDE OUTREACH TO COMMUNITY EMPLOYERS AND ASSIST INDIVIDUALS WITH DISCLOSING INFORMATION TO ENSURE SAFETY. MORNINGSIDE STAFF PARTICIPATE IN TREATMENT TEAM MEETINGS FOR EACH INDIVIDUAL WHERE WE DISCUSS EFFORTS TO REDUCE SUPERVISION AND RESTRICTION OF RIGHTS, TERMED "REDUCTIONS AND ADVOCATE FOR CLIENT RIGHTS IN EVERY POSSIBLE APPROACH. THEY WORK COLLABORATIVELY WITH THE TREATMENT TEAM TO IDENTIFY EMPLOYMENT SETTINGS THAT ASSIST CLIENTS IN REACHING SUCCESS AND HELPING THEM TO BE AS INDEPENDENT AS POSSIBLE. WE ARE PROUD OF THE PROGRESS CLIENTS MAKE IN OUR CREATIVE PROGRAM.
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