Civic Intelligence

Morningside

990 • Fiscal year 2020 • EIN 91-0757099

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 29, 2021

PO Box 7936Olympia, WA 98507

(360) 943-0512

Siviq Scores

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

Liabilities / Assets

44th percentile

0.12x

Higher debt load relative to assets than 44% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

34th percentile

0.12x

Higher debt load relative to revenue than 34% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Net Margin

64th percentile

11%

Higher net margin than 64% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2020

Asset Growth

63rd percentile

12%

Faster asset growth than 63% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

58th percentile

5.1%

Faster revenue growth than 58% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Assets

Up

$6,794,205

Up $726,011 (+12%) from 2019

Net Assets

Up

$5,984,288

Up $775,572 (+15%) from 2019

Liabilities

Down

$809,917

Down $49,561 (-5.8%) from 2019

Revenue

Up

$6,714,286

Up $323,643 (+5.1%) from 2019

Expenses

Down

$5,951,693

Down $80,017 (-1.3%) from 2019

Net Income

Up

$762,593

Up $403,660 (+112%) from 2019

Historical Trend

Balance Sheet Trend

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

$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

2020

Assets$6,794,205
Liabilities$809,917
Net Assets$5,984,288

Operations Trend

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

2020

Revenue$6,714,286
Expenses$5,951,693
Net Income$762,593
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 29, 2021
Return Version
2020v4.1
Gross Receipts
$6,857,920
Mission and Program Overview

Mission

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$2,529,014$2,436,883▼ $92,131
Cash and Non-Interest-Bearing Accounts$1,246,461$1,991,587▲ $745,126
Savings and Temporary Cash Investments$932,714$936,638▲ $3,924
Accounts Receivable$672,751$842,565▲ $169,814
Other Notes and Loans Receivable, Net$163,926$334,741▲ $170,815
Investments Other Securities$448,117$164,706▼ $283,411
Prepaid Expenses and Deferred Charges$75,211$87,085▲ $11,874
Total Assets$6,068,194$6,794,205▲ $726,011
Liabilities
Accounts Payable and Accrued Expenses$730,407$741,779▲ $11,372
Mortgage Notes Payable Secured by Investment Property$129,071$68,138▼ $60,933
Total Liabilities$859,478$809,917▼ $49,561
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$5,206,507$5,977,041▲ $770,534
Net Assets With Donor Restrictions$2,209$7,247▲ $5,038
Total Net Assets Fund Balance$5,208,716$5,984,288▲ $775,572
Total Liabilities and Net Assets / Fund Balance$6,068,194$6,794,205▲ $726,011

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,668,472$983,247$2,651,719
Equipment$216,863$915,091$1,131,954
Land$551,548-$551,548
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jonathan PlegerPresident/CEOFT$126,480$16,630$143,110

Board Members and Trustees

NameTitle
Aaron SteeleChair
Eric PhillipsVice Chair
Brad HooperTrustee
Brett DerousieTrustee
Bridget LocklingTrustee
Holly JosephTrustee
Jason RobertsonTrustee
Jennica MachadoTrustee
Jim SedoreTrustee
Michael CadeTrustee
Joanne KruszSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$976,234
Program Service Revenue
$5,529,103
Investment Income
$102,075
Other Revenue
$106,874
All Other Contributions
$976,234
Change in Net Assets
$762,593
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,935,549
Other Expenses$1,016,144
Total Fundraising Expense$37,812
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,270,134$481,219$371$3,751,724
Other Employee Benefits$545,292$55,398$2,392$603,082
Payroll Taxes$327,515$48,810$1,798$378,123
Occupancy$136,095$65,569$2,407$204,071
Depreciation Depletion$129,516$41,704$1,099$172,319
Office Expenses$112,111$33,607$716$146,434
Travel$129,505$15,770$21$145,296
Current Officers, Directors, Trustees, and Key Employees$42,933$71,555$28,622$143,110
Fees for Services Other$34,711$83,932$107$118,750
Pension Plan Contributions$56,642$2,868-$59,510
Information Technology$15,702$38,230$101$54,033
Fees for Services Accounting-$42,209-$42,209
Insurance$8,369$20,596$98$29,063
Other Expenses$13,889$23,446$64$13,889
Advertising$1,362$3,352$16$4,730
Interest$3,466--$3,466
Fees for Services Legal-$3,375-$3,375
Total Functional Expenses$4,882,241$1,031,640$37,812$5,951,693
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

The tax form 990 is presented to the finance committee for their review. The finance committee, upon review, then makes a recommendation to the full board, based on the committee's review of the tax form 990, to accept the tax return and file it with the irs. The tax for 990 is made available to the entire board of trustees for their review before filing.

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 recluse 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 an 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 last wage study was completed in 2020.

Form 990, Part VI, Section C, Line 19

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
2021-04-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jonathan Pleger
Formed
1963
Legal Domicile
Wa
Voting Board Members
11
Independent Board Members
11
Employees
120
Volunteers
20

Preparer

Firm
Cliftonlarsonallen Llp
Address
10700 NORTHUP WAY SUITE 200, BELLEVUE, WA 98004
Preparer
Allen Gilbert CPA
Phone
4252506100
Supplemental Narrative

Additional Explanations

Part III, Line 1

Morningside 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.

Part III, Line 4A

Community employment program (placement): 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 community employment program placement 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. We are proud to have transitioned all individuals who were formerly in group employment environments into our individual supported employment program by 2015. During 2020, we served 760 job seekers with disabilities in our community employment program and placed 113 individuals in jobs in their communities.

Part III, Line 4B

Creative employment program: morningside's creative employment 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 protection program 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, creative employment 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. In 2020 our creative employment program served 61 clients.

Part III, Line 4C

High school transition program: morningside's high school transition program provides the soft skills and experience students with disabilities need to graduate prepared for the workplace. For young people with disabilities who often have no experience or understanding of work culture, finding work can be impossible. Too often, students with disabilities leave high school to enter a life of isolation and entry level jobs with low pay and little future. We offer transition services through several programs: school-to-work partners with school districts and utilizes a wide variety of community employers to prepare students for working following their final year of high school. Short term internships in local businesses allow students to try a variety of jobs to assist in future job exploration. Project search, which operates at the evergreen state college, offers students three internships during the academic year. Job club is held at south puget sound community college. Here students practice writing resumes, interviewing, and discovering the best approach for talking with employers. Our summer youth internship program specifically targets young people in rural communities, one of the hardest groups to serve because they do not have access to the same opportunities as their urban counterparts. The summer youth internship program offers two sessions during the summer and includes a week in the classroom working on soft skills followed by a 4-6 week paid internship. Combined, these programs serve 94 students annually.

Part XII, Line 12C

The process for selecting the independent accounting firm has not changed from the prior year.

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IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantAmt00
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt0235000
IRS990/GrossReceiptsAmt06857920
IRS990/GrossRentsGrp/RealAmt08820
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt0101
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt038230
IRS990/InformationTechnologyGrp/ProgramServicesAmt015702
IRS990/InformationTechnologyGrp/TotalAmt054033
IRS990/InsuranceGrp/FundraisingAmt098
IRS990/InsuranceGrp/ManagementAndGeneralAmt020596
IRS990/InsuranceGrp/ProgramServicesAmt08369
IRS990/InsuranceGrp/TotalAmt029063
IRS990/InterestGrp/ProgramServicesAmt03466
IRS990/InterestGrp/TotalAmt03466
IRS990/InvestmentIncomeGrp/ExclusionAmt010709
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt010709
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0448117
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0164706
IRS990/IRPDocumentCnt013
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01898338
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02529014
IRS990/LandBldgEquipBasisNetGrp/EOYAmt02436883
IRS990/LandBldgEquipCostOrOtherBssAmt04335221
IRS990/LegalDomicileStateCd0WA
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt0143634
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0SEE SCHEDULE O
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0129071
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt068138
IRS990/NetAssetsOrFundBalancesBOYAmt05208716
IRS990/NetAssetsOrFundBalancesEOYAmt05984288
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt091366
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt091366
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt08820
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt08820
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt012979
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt05206507
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt05977041
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt02407
IRS990/OccupancyGrp/ManagementAndGeneralAmt065569
IRS990/OccupancyGrp/ProgramServicesAmt0136095
IRS990/OccupancyGrp/TotalAmt0204071
IRS990/OfficeExpensesGrp/FundraisingAmt0716
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt033607
IRS990/OfficeExpensesGrp/ProgramServicesAmt0112111
IRS990/OfficeExpensesGrp/TotalAmt0146434
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt02392
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt055398
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0545292
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0603082
IRS990/OtherExpensesGrp/Desc0OTHER OPERATING EXPENSE
IRS990/OtherExpensesGrp/Desc1TRAINING AND EDUCATION
IRS990/OtherExpensesGrp/FundraisingAmt064
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt023446
IRS990/OtherExpensesGrp/ProgramServicesAmt054999
IRS990/OtherExpensesGrp/ProgramServicesAmt113889
IRS990/OtherExpensesGrp/TotalAmt078509
IRS990/OtherExpensesGrp/TotalAmt113889
IRS990/OtherRevenueMiscGrp/BusinessCd0812900
IRS990/OtherRevenueMiscGrp/BusinessCd1561000
IRS990/OtherRevenueMiscGrp/Desc0SUBSIDIARY MANAGEMENT
IRS990/OtherRevenueMiscGrp/Desc1EMPLOYMENT CONTRACTS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt075873
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt122181
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt075873
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt122181
IRS990/OtherRevenueTotalAmt098054
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0371
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0481219
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt03270134
IRS990/OtherSalariesAndWagesGrp/TotalAmt03751724
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0163926
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0334741
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt01798
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt048810
IRS990/PayrollTaxesGrp/ProgramServicesAmt0327515
IRS990/PayrollTaxesGrp/TotalAmt0378123
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt02868
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt056642
IRS990/PensionPlanContributionsGrp/TotalAmt059510
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt075211
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt087085
IRS990/PrincipalOfficerNm0JONATHAN PLEGER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/BusinessCd1812900
IRS990/ProgramServiceRevenueGrp/Desc0TRAINING AND REGISTRAT
IRS990/ProgramServiceRevenueGrp/Desc1EVALUATION SERVICES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt05462310
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt166793
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt05462310
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt166793
IRS990/ProgSrvcAccomActy2Grp/Desc0SEE SCHEDULE O FOR DESCRIPTION OF CREATIVE EMPLOYMENT PROGRAM.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0585745
IRS990/ProgSrvcAccomActy2Grp/GrantAmt00
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0778164
IRS990/ProgSrvcAccomActy3Grp/Desc0SEE SCHEDULE O FOR DESCRIPTION OF HIGH SCHOOL TRANSITION PROGRAM.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0314947
IRS990/ProgSrvcAccomActy3Grp/GrantAmt00
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0185273
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0144521
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt018943
IRS990/PYOtherExpensesAmt01148033
IRS990/PYOtherRevenueAmt061752
IRS990/PYProgramServiceRevenueAmt06165427
IRS990/PYRevenuesLessExpensesAmt0358933
IRS990/PYSalariesCompEmpBnftPaidAmt04883677
IRS990/PYTotalExpensesAmt06031710
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt06390643
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0762593
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt08820
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt04672540
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0932714
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0936638
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER INCOME - 2016 AMOUNT: $ 21,558. 2017 AMOUNT: $ 24,041. 2018 AMOUNT: $ 38,207. 2019 AMOUNT: $ 53,412. 2020 AMOUNT: $ 98,054.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0976234
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0144521
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0136153
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0125313
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0120667
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01502888
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt019529
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt024878
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt023269
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt037671
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt013182
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0118529
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt028949750
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt098054
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt053412
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt038207
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt024041
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt021558
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0235272
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.80940
IRS990ScheduleA/PublicSupportPY170Pct00.65490
IRS990ScheduleA/PublicSupportTotal170Amt01502888
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0976234
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0144521
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0136153
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0125313
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0120667
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01502888
IRS990ScheduleA/TotalSupportAmt01856689
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt01668472
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0983247
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02651719
IRS990ScheduleD/EquipmentGrp/BookValueAmt0216863
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0915091
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01131954
IRS990ScheduleD/LandGrp/BookValueAmt0551548
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0551548
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02436883
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MORNINGSIDE 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1COMMUNITY EMPLOYMENT PROGRAM (PLACEMENT): 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 COMMUNITY EMPLOYMENT PROGRAM PLACEMENT 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. WE ARE PROUD TO HAVE TRANSITIONED ALL INDIVIDUALS WHO WERE FORMERLY IN GROUP EMPLOYMENT ENVIRONMENTS INTO OUR INDIVIDUAL SUPPORTED EMPLOYMENT PROGRAM BY 2015. DURING 2020, WE SERVED 760 JOB SEEKERS WITH DISABILITIES IN OUR COMMUNITY EMPLOYMENT PROGRAM AND PLACED 113 INDIVIDUALS IN JOBS IN THEIR COMMUNITIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CREATIVE EMPLOYMENT PROGRAM: MORNINGSIDE'S CREATIVE EMPLOYMENT 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 PROTECTION PROGRAM 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, CREATIVE EMPLOYMENT 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. IN 2020 OUR CREATIVE EMPLOYMENT PROGRAM SERVED 61 CLIENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3HIGH SCHOOL TRANSITION PROGRAM: MORNINGSIDE'S HIGH SCHOOL TRANSITION PROGRAM PROVIDES THE SOFT SKILLS AND EXPERIENCE STUDENTS WITH DISABILITIES NEED TO GRADUATE PREPARED FOR THE WORKPLACE. FOR YOUNG PEOPLE WITH DISABILITIES WHO OFTEN HAVE NO EXPERIENCE OR UNDERSTANDING OF WORK CULTURE, FINDING WORK CAN BE IMPOSSIBLE. TOO OFTEN, STUDENTS WITH DISABILITIES LEAVE HIGH SCHOOL TO ENTER A LIFE OF ISOLATION AND ENTRY LEVEL JOBS WITH LOW PAY AND LITTLE FUTURE. WE OFFER TRANSITION SERVICES THROUGH SEVERAL PROGRAMS: SCHOOL-TO-WORK PARTNERS WITH SCHOOL DISTRICTS AND UTILIZES A WIDE VARIETY OF COMMUNITY EMPLOYERS TO PREPARE STUDENTS FOR WORKING FOLLOWING THEIR FINAL YEAR OF HIGH SCHOOL. SHORT TERM INTERNSHIPS IN LOCAL BUSINESSES ALLOW STUDENTS TO TRY A VARIETY OF JOBS TO ASSIST IN FUTURE JOB EXPLORATION. PROJECT SEARCH, WHICH OPERATES AT THE EVERGREEN STATE COLLEGE, OFFERS STUDENTS THREE INTERNSHIPS DURING THE ACADEMIC YEAR. JOB CLUB IS HELD AT SOUTH PUGET SOUND COMMUNITY COLLEGE. HERE STUDENTS PRACTICE WRITING RESUMES, INTERVIEWING, AND DISCOVERING THE BEST APPROACH FOR TALKING WITH EMPLOYERS. OUR SUMMER YOUTH INTERNSHIP PROGRAM SPECIFICALLY TARGETS YOUNG PEOPLE IN RURAL COMMUNITIES, ONE OF THE HARDEST GROUPS TO SERVE BECAUSE THEY DO NOT HAVE ACCESS TO THE SAME OPPORTUNITIES AS THEIR URBAN COUNTERPARTS. THE SUMMER YOUTH INTERNSHIP PROGRAM OFFERS TWO SESSIONS DURING THE SUMMER AND INCLUDES A WEEK IN THE CLASSROOM WORKING ON SOFT SKILLS FOLLOWED BY A 4-6 WEEK PAID INTERNSHIP. COMBINED, THESE PROGRAMS SERVE 94 STUDENTS ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE TAX FORM 990 IS PRESENTED TO THE FINANCE COMMITTEE FOR THEIR REVIEW. THE FINANCE COMMITTEE, UPON REVIEW, THEN MAKES A RECOMMENDATION TO THE FULL BOARD, BASED ON THE COMMITTEE'S REVIEW OF THE TAX FORM 990, TO ACCEPT THE TAX RETURN AND FILE IT WITH THE IRS. THE TAX FOR 990 IS MADE AVAILABLE TO THE ENTIRE BOARD OF TRUSTEES FOR THEIR REVIEW BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5BOARD 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 RECLUSE HIMSELF OR HERSELF FROM DISCUSSING OR VOTING ON SUCH MATTER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE 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 AN 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 LAST WAGE STUDY WAS COMPLETED IN 2020.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7AVAILABLE TO THE PUBLIC UPON REQUEST.

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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
2020Detailed filing. Detailed filing data is available for this year.$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