Civic Intelligence

Merle & Ellen Morgan Gift Fund Co Christopher a Folkestad CPA

990PF • Fiscal year 2020 • EIN 93-0771815

Nov 01, 2019 to Oct 31, 2020 • Filed on Jan 18, 2021

Organization Profile
521 SW Clay StreetPortland, OR 97201

(503) 222-5298

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

34th percentile

-3.4%

Higher net margin than 34% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

36th percentile

-0.2%

Faster asset growth than 36% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

17th percentile

-35%

Faster revenue growth than 17% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$1,118,861

Down $2,211 (-0.2%) from 2019

Net Assets

Down

$1,118,861

Down $2,211 (-0.2%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin34th percentile

Revenue

Down

$65,166

Down $34,518 (-35%) from 2019

Expenses

Down

$67,377

Down $89 (-0.1%) from 2019

Net Income

Down

-$2,211

Down $34,429 (-107%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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 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

2020

Assets$1,118,861
Liabilities$0
Net Assets$1,118,861
Open 2020 Filing

Operations Trend

Revenue Growth17th percentile

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 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

2020

Revenue$65,166
Expenses$67,377
Net Income-$2,211
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2019 to Oct 31, 2020
Signed
Jan 18, 2021
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay44th percentile

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
2021-01-18
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 Appendix305 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
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Eric Rosenberry
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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
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Tigard
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Beaverton
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IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Christopher A Folkestad
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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/TotalGrantOrContriPdDurYrAmt060000
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/AppliedToCurrentYearAmt062400
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt064749
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt02349
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01664
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01813
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt02605
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0832
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt02349
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt04565
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01664
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01813
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01088
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt062400
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt04565
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt06914
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Filing fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Licenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0202
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0202
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt150
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01500
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Professional Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01500
TaxesSchedule/TaxesDetail/Amt0825
TaxesSchedule/TaxesDetail/CategoryTxt0Federal Tax
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0David L Morgan
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-01-18
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/ReturnTs02021-01-18T14:31:23-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-11-01
ReturnHeader/TaxPeriodEndDt02020-10-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,118,861
Liabilities
$0
Net assets
$1,118,861
Revenue
$65,166
Expenses
$67,377
Net income
-$2,211
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
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