Civic Intelligence

The Morning Forum of Los Altos

EIN 94-6081401 • 501(c)3 • Los Altos, CA

Pub. 78 Eligible

Profile

Provide bimonthly lectures by expert speakers on a wide range of topics. Runs September through June. Approximately 370 subscription members. All volunteer organization. No paid staff.

PO Box 274Los Altos, CA 94023

morningforum.org

Siviq Scores

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

Liabilities / Assets

66th percentile

0.01x

Higher debt load relative to assets than 66% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

70th percentile

0.01x

Higher debt load relative to revenue than 70% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

75th percentile

20%

Higher net margin than 75% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

74th percentile

18%

Faster asset growth than 74% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

59th percentile

4.8%

Faster revenue growth than 59% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets66th percentile

Assets

Up

$149,829

Up $22,540 (+18%) from 2024

Liabilities

$1,105

No earlier filing loaded for comparison.

Net Assets

Up

$148,724

Up $21,435 (+17%) from 2024

Operations
Liabilities / Revenue70th percentileNet Margin75th percentile

Revenue

Up

$96,033

Up $4,426 (+4.8%) from 2024

Expenses

Down

$76,365

Down $17,262 (-18%) from 2024

Net Income

Up

$19,668

Up $21,688 (+1074%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth74th percentile

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

$150K$100K$50K$0Assets 2010: $70,627Net Assets 2010: $70,6272010Assets 2011: $67,729Liabilities 2011: $0Net Assets 2011: $67,7292011Assets 2012: $60,843Liabilities 2012: $0Net Assets 2012: $60,8432012Assets 2013: $72,409Liabilities 2013: $02013Assets 2014: $62,940Liabilities 2014: $02014Assets 2015: $50,666Liabilities 2015: $02015Assets 2016: $71,736Liabilities 2016: $02016Assets 2017: $73,149Liabilities 2017: $02017Assets 2018: $90,596Liabilities 2018: $02018Assets 2019: $110,249Liabilities 2019: $02019Assets 2020: $84,399Liabilities 2020: $02020Assets 2021: $98,124Liabilities 2021: $0Net Assets 2021: $98,1242021Assets 2022: $107,467Net Assets 2022: $107,4672022Assets 2023: $129,309Liabilities 2023: $175Net Assets 2023: $129,1342023Assets 2024: $127,289Net Assets 2024: $127,2892024Assets 2025: $149,829Liabilities 2025: $1,105Net Assets 2025: $148,7242025

Highlighted filing

2025

Assets$149,829
Liabilities$1,105
Net Assets$148,724
Open 2025 Filing

Operations Trend

Revenue Growth59th percentile

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

$100K$50K$0-$50KRevenue 2010: $67,033Expenses 2010: $65,973Net Income 2010: $1,0602010Revenue 2011: $55,692Expenses 2011: $58,590Net Income 2011: -$2,8982011Revenue 2012: $56,346Expenses 2012: $63,232Net Income 2012: -$6,8862012Revenue 2013: $62,774Expenses 2013: $51,208Net Income 2013: $11,5662013Revenue 2014: $72,590Expenses 2014: $82,059Net Income 2014: -$9,4692014Revenue 2015: $81,499Expenses 2015: $93,773Net Income 2015: -$12,2742015Revenue 2016: $86,716Expenses 2016: $65,645Net Income 2016: $21,0712016Revenue 2017: $86,532Expenses 2017: $85,118Net Income 2017: $1,4142017Revenue 2018: $92,993Expenses 2018: $75,526Net Income 2018: $17,4672018Revenue 2019: $87,727Expenses 2019: $68,864Net Income 2019: $18,8632019Revenue 2020: $15,540Expenses 2020: $41,390Net Income 2020: -$25,8502020Revenue 2021: $18,311Expenses 2021: $4,586Net Income 2021: $13,7252021Revenue 2022: $84,360Expenses 2022: $75,017Net Income 2022: $9,3432022Revenue 2023: $76,677Expenses 2023: $55,010Net Income 2023: $21,6672023Revenue 2024: $91,607Expenses 2024: $93,627Net Income 2024: -$2,0202024Revenue 2025: $96,033Expenses 2025: $76,365Net Income 2025: $19,6682025

Highlighted filing

2025

Revenue$96,033
Expenses$76,365
Net Income$19,668
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$149,829
Liabilities
$1,105
Net assets
$148,724
Revenue
$96,033
Expenses
$76,365
Net income
$19,668
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.50$0.01$1.49$0.96$0.76$0.20
2024Detailed filing. Detailed filing data is available for this year.$1.27$1.27$0.92$0.94$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.77$0.55$0.22
2022Detailed filing. Detailed filing data is available for this year.$1.07$1.07$0.84$0.75$0.09
2021Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.18$0.05$0.14
2020Summary only. Only limited summary data is available for this year.$0.84$0.00$0.16$0.41$0.26
2019Summary only. Only limited summary data is available for this year.$1.10$0.00$0.88$0.69$0.19
2018Summary only. Only limited summary data is available for this year.$0.91$0.00$0.93$0.76$0.17
2017Summary only. Only limited summary data is available for this year.$0.73$0.00$0.87$0.85$0.01
2016Summary only. Only limited summary data is available for this year.$0.72$0.00$0.87$0.66$0.21
2015Summary only. Only limited summary data is available for this year.$0.51$0.00$0.81$0.94$0.12
2014Summary only. Only limited summary data is available for this year.$0.63$0.00$0.73$0.82$0.09
2013Summary only. Only limited summary data is available for this year.$0.72$0.00$0.63$0.51$0.12
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.61$0.00$0.61$0.56$0.63$0.07
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.68$0.00$0.68$0.56$0.59$0.03
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.71$0.71$0.67$0.66$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 20, 2025
Return Version
2024v5.2
Gross Receipts
$96,033
Mission and Program Overview

Mission

Provide bimonthly lectures by expert speakers on a wide range of topics. Runs September through June. Approximately 370 subscription members. All volunteer organization. No paid staff.

EDUCATION

Program Services

DescriptionGrantsExpenses
BIMONTHLY LECTURES ON A WIDE RANGE OF TOPICS FROM JULY TO JUNE. APPROXIMATELY 485 MEMBERS. ALL VOLUNTEERS. NO PAID STAFF. EXPERT SPEAKERS.-$61,345
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CATHERINE PERGAPresidentPT$0--
NOEL STEVENSTreasurerPT$0--
JUDY HOOPERSecretary-$0--
Filing and Contact Details

Filer

Filer Name
The Morning Forum of Los Altos
EIN
94-6081401
Phone
6504940757
Address
PO BOX 274, LOS ALTOS, CA 94023

Signing Officer

Name
Noel Stevens
Title
Treasurer
Phone
6504940757
Signed
2025-10-20
Discuss with paid preparer
No

Preparer

Firm
Hrb Tax Group Inc
Address
1301 MAIN ST STE 105F, KANSAS CITY, MO 64108
Preparer
Luz Chow
Phone
8004725625
Supplemental Narrative

Additional Explanations

Form 990-ez Part I Line 8 Other Revenue

“MISC FEES INCOME: $317”

Form 990-ez Part I Line 16 Other Expenses

“:”

Tax Preparation Fee

“$350”

Member Refunds

“$455”

Postage

“$1,413”

Speakers

“$61,345”

Insurance

“$709”

Supplies

“$1,622”

Marriott Lunch

“$570”

Bank Charges

“$120”

Printing

“$1,379”

Audio/visual

“$3,950”

Taxes

“$1,935”

Mailchimp

“$99”

Dreamhost

“$18”

Total Other Expenses

“$73,965”

Form 990-ez Part II Balance Sheets Line 24 Column(A) Beginning of Year Other Assets

“CD VALUE VARIANCE $1,767”

Form 990-ez Part II Balance Sheets Line 26 Column(B) End of Year Total Liabilities

“Checks written but not cleared yet - $1,105”

Raw XML Appendix181 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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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Los Altos
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094023
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0127289
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0149829
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IRS990EZ/ContributionsGiftsGrantsEtcAmt06400
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IRS990EZ/GroupExemptionNum05833
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0103
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt088800
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0129056
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0148724
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0129056
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0148724
IRS990EZ/OccupancyRentUtltsAndMaintAmt02400
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt07.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt17.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CATHERINE PERGA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1NOEL STEVENS
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt01767
IRS990EZ/OtherExpensesTotalAmt073965
IRS990EZ/OtherRevenueTotalAmt0317
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATION
IRS990EZ/ProgramServiceRevenueAmt0413
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0BIMONTHLY LECTURES ON A WIDE RANGE OF TOPICS FROM JULY TO JUNE. APPROXIMATELY 485 MEMBERS. ALL VOLUNTEERS. NO PAID STAFF. EXPERT SPEAKERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt061345
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01105
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt076365
IRS990EZ/TotalProgramServiceExpensesAmt061345
IRS990EZ/TotalRevenueAmt096033
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTPS://MORNINGFORUM.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt095200
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt090400
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt075934
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0363970
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0103
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0869
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0671
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IRS990ScheduleA/InvestmentIncomeCYPct00.00510
IRS990ScheduleA/InvestmentIncomePYPct00.00550
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99490
IRS990ScheduleA/PublicSupportPY509Pct00.99450
IRS990ScheduleA/PublicSupportTotal509Amt0365110
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt095930
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt018311
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0366988
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MISC FEES INCOME: $317
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1:
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2$350
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3$455
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4$1,413
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5$61,345
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6$709
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7$1,622
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8$570
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9$120
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10$1,379
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11$3,950
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12$1,935
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13$99
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14$18
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15$73,965
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16CD VALUE VARIANCE $1,767
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17CHECKS WRITTEN BUT NOT CLEARED YET - $1,105
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ PART I LINE 8 OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ PART I LINE 16 OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2TAX PREPARATION FEE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3MEMBER REFUNDS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4POSTAGE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5SPEAKERS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6INSURANCE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7SUPPLIES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8MARRIOTT LUNCH
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9BANK CHARGES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10PRINTING
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11AUDIO/VISUAL
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12TAXES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13MAILCHIMP
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14DREAMHOST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15TOTAL OTHER EXPENSES
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17FORM 990-EZ PART II BALANCE SHEETS LINE 26 COLUMN(B) END OF YEAR TOTAL LIABILITIES
ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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