Civic Intelligence

Merle & Ellen Morgan Gift Fund Co Christopher a Folkestad CPA

990PF • Fiscal year 2018 • EIN 93-0771815

Nov 01, 2017 to Oct 31, 2018 • Filed on Jan 18, 2019

Organization Profile
521 SW Clay StreetPortland, OR 97201

(503) 222-5298

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$1,088,854

Flat from 2018

Net Assets

Flat

$1,088,854

Flat from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses

Revenue

Flat

$93,007

Flat from 2018

Expenses

Flat

$69,649

Flat from 2018

Net Income

Flat

$23,358

Flat from 2018

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,058,360Liabilities 2011: $02011Assets 2012: $1,005,013Liabilities 2012: $0Net Assets 2012: $1,005,0132012Assets 2013: $986,062Liabilities 2013: $0Net Assets 2013: $986,0622013Assets 2014: $1,017,362Liabilities 2014: $0Net Assets 2014: $1,017,3622014Assets 2015: $1,061,033Liabilities 2015: $0Net Assets 2015: $1,061,0332015Assets 2016: $1,122,396Liabilities 2016: $0Net Assets 2016: $1,122,3962016Assets 2017: $1,065,496Liabilities 2017: $0Net Assets 2017: $1,065,4962017Assets 2018: $1,088,854Liabilities 2018: $0Net Assets 2018: $1,088,8542018Assets 2018: $1,088,854Liabilities 2018: $0Net Assets 2018: $1,088,8542018Assets 2019: $1,121,072Liabilities 2019: $0Net Assets 2019: $1,121,0722019Assets 2020: $1,118,861Liabilities 2020: $0Net Assets 2020: $1,118,8612020Assets 2021: $1,588,843Liabilities 2021: $0Net Assets 2021: $1,588,8432021Assets 2022: $1,541,103Liabilities 2022: $0Net Assets 2022: $1,541,1032022Assets 2023: $1,426,878Liabilities 2023: $0Net Assets 2023: $1,426,8782023Assets 2024: $1,378,063Liabilities 2024: $0Net Assets 2024: $1,378,0632024Assets 2025: $1,347,326Liabilities 2025: $0Net Assets 2025: $1,347,3262025

Highlighted filing

2018

Assets$1,088,854
Liabilities$0
Net Assets$1,088,854
Open 2018 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200KRevenue 2011: -$67,369Expenses 2011: $59,989Net Income 2011: -$127,3582011Expenses 2012: $55,2202012Expenses 2013: $57,3252013Revenue 2014: $92,259Expenses 2014: $60,959Net Income 2014: $31,3002014Revenue 2015: $103,650Expenses 2015: $59,979Net Income 2015: $43,6712015Revenue 2016: $117,963Expenses 2016: $60,350Net Income 2016: $57,6132016Revenue 2017: -$1,249Expenses 2017: $55,651Net Income 2017: -$56,9002017Revenue 2018: $93,007Expenses 2018: $69,649Net Income 2018: $23,3582018Revenue 2018: $93,007Expenses 2018: $69,649Net Income 2018: $23,3582018Revenue 2019: $99,684Expenses 2019: $67,466Net Income 2019: $32,2182019Revenue 2020: $65,166Expenses 2020: $67,377Net Income 2020: -$2,2112020Revenue 2021: $562,117Expenses 2021: $92,135Net Income 2021: $469,9822021Revenue 2022: $45,246Expenses 2022: $92,986Net Income 2022: -$47,7402022Revenue 2023: -$27,614Expenses 2023: $86,611Net Income 2023: -$114,2252023Revenue 2024: $38,863Expenses 2024: $87,678Net Income 2024: -$48,8152024Revenue 2025: $63,940Expenses 2025: $94,677Net Income 2025: -$30,7372025

Highlighted filing

2018

Revenue$93,007
Expenses$69,649
Net Income$23,358
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2017 to Oct 31, 2018
Signed
Jan 18, 2019
Return Version
2017v2.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
David L MorganDirector-$0--
Steven J MorganDirector-$0--
Eric RosenberryDirector-$0--
Filing and Contact Details

Filer

Filer Name
Merle & Ellen Morgan Gift Fund
EIN
93-0771815
Phone
5032225298
Address
521 SW Clay Street, Portland, OR 97201

Signing Officer

Name
David L Morgan
Title
Director
Signed
2019-01-18
Discuss with paid preparer
Yes

Preparer

Firm
Christopher A Folkestad CPA PC
Address
521 SW Clay Street, Portland, OR 97201
Preparer
Christopher A Folkestad
Phone
5032225298
Raw XML Appendix328 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0David L Morgan
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Steven J Morgan
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt014798 SW Huntwood Court
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt117150 NW Oak Creek Drive
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt220688 SW longacre
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3Hunger
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4Medical
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5Hunger
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(c)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501(c)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2501(c)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3501(c)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4501(c)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5501(c)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0AFSC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1CARE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2Save the Children
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3Technoserve
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4Medical Teams International
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5Oregon Food Bank
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01501 Cherry Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1151 Ellis Street NE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt254 Wilton Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PO Box 96828
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4PO Box 10
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5PO Box 55370
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Philadelphia
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Atlanta
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Westport
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Washington
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Portland
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Portland
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd019102
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd130303
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd206880
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd320090
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd497207
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd597238
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt063000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt064337
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt064337
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt02605
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0832
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt05250
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01813
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt02605
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0832
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt066150
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01813
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt05250
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt03437
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Filing fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0177
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0177
TaxesSchedule/TaxesDetail/Amt0172
TaxesSchedule/TaxesDetail/CategoryTxt0Federal Tax
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0David L Morgan
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-01-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Merle & Ellen Morgan Gift Fund
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0co Christopher A Folkestad CPA
ReturnHeader/Filer/BusinessNameControlTxt0MERL
ReturnHeader/Filer/EIN0930771815
ReturnHeader/Filer/PhoneNum05032225298
ReturnHeader/Filer/USAddress/AddressLine1Txt0521 SW Clay Street
ReturnHeader/Filer/USAddress/CityNm0Portland
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097201
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0931235108
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Christopher A Folkestad CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0521 SW Clay Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Portland
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097201
ReturnHeader/PreparerPersonGrp/PhoneNum05032225298
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Christopher A Folkestad
ReturnHeader/ReturnTs02019-01-18T10:06:14-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-11-01
ReturnHeader/TaxPeriodEndDt02018-10-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,088,854
Liabilities
$0
Net assets
$1,088,854
Revenue
$93,007
Expenses
$69,649
Net income
$23,358
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.06$0.09$0.03
2024Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.04$0.09$0.05
2023Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.03$0.09$0.11
2022Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.05$0.09$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.56$0.09$0.47
2020Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.07$0.07$0.00
2019Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.10$0.07$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.09$0.07$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.09$0.07$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.00$0.06$0.06
2016Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.12$0.06$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.10$0.06$0.04
2014Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.09$0.06$0.03
2013Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.06
2012Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.06
2011Summary only. Only limited summary data is available for this year.$1.06$0.00$0.07$0.06$0.13