MORGAN EDUCATION FOUNDATION: Form 990EZ, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- MORGAN EDUCATION FOUNDATION (EIN 20-3287292)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-01-20
- IRS object ID
- 201400209349200110
- Schema version
- 2012v2.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-01-20T13:46:57-08:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Gilbert & Stewart | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 190 West 800 North Suite 100 | AddressLine1 |
| City | Provo | City |
| State | UT | State |
| ZIP Code | 84601 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203287292 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORGAN EDUCATION FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MORG | NameControl |
| Phone | 8018293411 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 240 EAST YOUNG | AddressLine1 |
| City | MORGAN | City |
| State | UT | State |
| ZIP Code | 84050 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BRENDA CROSSLEY | Name |
| Title | President | Title |
| Date Signed | 2014-01-20 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAMES A GILBERT CPA | Name |
| PTIN | P00060752 | PTIN |
| Phone | 8013775300 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | X | MethodOfAccountingCash |
| Schedule B Not Required | X | ScheduleBNotRequired |
| Web Site | N/A | WebSite |
| Organization501c3 | X | Organization501c3 |
| Gross Receipts | 160923 | GrossReceipts |
| Info In Schedule O Part I | X | InfoInScheduleOPartI |
| Contributions Gifts Grants Etc | 156577 | ContributionsGiftsGrantsEtc |
| Investment Income | 4346 | InvestmentIncome |
| Cost Other Basis And Sales Expenses | 0 | CostOtherBasisAndSalesExpenses |
| Fundraising Gross Income | 0 | FundraisingGrossIncome |
| Special Events Direct Expenses | 0 | SpecialEventsDirectExpenses |
| Cost Of Goods Sold | 0 | CostOfGoodsSold |
| Total Revenue | 160923 | TotalRevenue |
| Grants And Similar Amounts Paid | 129846 | GrantsAndSimilarAmountsPaid |
| Other Expenses Total | 8806 | OtherExpensesTotal |
| Total Expenses | 138652 | TotalExpenses |
| Excess Or Deficit For Year | 22271 | ExcessOrDeficitForYear |
| Net Assets Or Fund Balances BOY | 376522 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 398793 | NetAssetsOrFundBalancesEOY |
Cash Savings And Investments CashSavingsAndInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 376522 | BOY |
| EOY | 398793 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 376522 | BOY |
| EOY | 398793 | EOY |
Net Assets Or Fund Balances NetAssetsOrFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 376522 | BOY |
| EOY | 398793 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | TO UNITE THE COMMUNITY IN ACQUIRING AND DIRECTING ITS RESOURCES TO ENHANCE THE EDUCATIONAL EXPERIENCE AND PURSUIT OF EXCELLENCE FOR STUDENTS ATTENDING PUBLIC SCHOOLS WITHIN THE MORGAN SCHOOL DISTRICT | PrimaryExemptPurpose |
Program Service Accomplishment ProgramServiceAccomplishment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Service Accom | THE PURPOSE OF THE FOUNDATION IS TO RECEIVE GRANTS AND CONTRIBUTIONS IN ORDER TO PROVIDE SCHOLARSHIP FUNDS FOR MORGAN SCHOOL DISTRICT STUDENTS, AND TO PROVIDE FUNDS TO ASSIST THE OPERATIONS OF MORGAN SCHOOL DISTRICT. | DescriptionProgramServiceAccom |
| Grants And Allocations | 75763 | GrantsAndAllocations |
| Program Service Expenses | 71274 | ProgramServiceExpenses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | 75763 | TotalProgramServiceExpenses |
Officer Director Trustee Key Empl OfficerDirectorTrusteeKeyEmpl (14 entries)
| TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|
| KATHY MARKHAM | ||
| BOARD MEMBER | 1.00 | 0 |
| SCOTT DUNCAN | ||
| BOARD MEMBER | 1.00 | 0 |
| JENNIE EARL | ||
| BOARD MEMBER | 1.00 | 0 |
| BRUCE GAILBRAITH | ||
| BOARD MEMBER | 1.00 | 0 |
| BRENDA CROSSLEY | ||
| President | 5.00 | 0 |
| SCOTT E DERU | ||
| BOARD MEMBER | 1.00 | 0 |
| KELLY W WRIGHT | ||
| PAST PRESIDENT | 2.00 | 0 |
| BECKY WEEKS | ||
| Treasurer | 3.00 | 0 |
| JERRY PETERSON | ||
| BOARD MEMBER | 1.00 | 0 |
| DAVE ALEXANDER | ||
| BOARD MEMBER | 1.00 | 0 |
| DEANNE JOHNSON | ||
| Secretary | 3.00 | 0 |
| DIANA OLSEN | ||
| BOARD MEMBER | 1.00 | 0 |
| D'LYNN POLL | ||
| BOARD MEMBER | 3.00 | 0 |
| CORI MORGAN | ||
| BOARD MEMBER | 1.00 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | X | InfoInScheduleOPartV |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRpt |
| Made Changes To Orgnzng Etc Doc | false | MadeChangesToOrgnzngEtcDoc |
| Organization Had UBI | false | OrganizationHadUBI |
| Organization Filed990 T | false | OrganizationFiled990T |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Organization Dissolved Etc | false | OrganizationDissolvedEtc |
| Did Org File Form1120 POL This Year | false | DidOrgFileForm1120POLThisYear |
| Made Loans To From Officers | false | MadeLoansToFromOfficers |
| Initiation Fees And Capital Contri | 0 | InitiationFeesAndCapitalContri |
| Gross Receipts For Public Use | 0 | GrossReceiptsForPublicUse |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTrans |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | D'LYNN POLL | NamePerson |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 530 | AddressLine1 |
| City | MORGAN | City |
| State | UT | State |
| ZIP Code | 84050 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8018293411 | TelephoneNumber |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccount |
| Foreign Office | false | ForeignOffice |
| Maintain Any Donor Advised Funds | false | MaintainAnyDonorAdvisedFunds |
| Does Org Have Hospital | false | DoesOrgHaveHospital |
| Tanning Services Provided | false | TanningServicesProvided |
| Form720 Filed | false | Form720Filed |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction With Control Entity | false | TransactionWithControlEntity |
| Engage Political Cmpgn Activities | false | EngagePoliticalCmpgnActivities |
| Engage In Lobbying Activities | false | EngageInLobbyingActivities |
| Operating School | false | OperatingSchool |
| Trnsfrs Exempt Non Char Related Org | false | TrnsfrsExemptNonCharRelatedOrg |
| Related Org Section527 Org | false | RelatedOrgSection527Org |
| Part VI Of Comp Of Highest Paid Empl | NONE | PartVIOfCompOfHighestPaidEmpl |
| Part VIA Hghst Paid Cntrct Prof Ser | NONE | PartVIAHghstPaidCntrctProfSer |
| Filed Schedule A | true | FiledScheduleA |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 40838 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 182171 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus1 Year | 551534 | CurrentTaxYearMinus1Year |
| Current Tax Year | 155655 | CurrentTaxYear |
| Total | 930198 | Total |
Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 40838 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 182171 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus1 Year | 551534 | CurrentTaxYearMinus1Year |
| Current Tax Year | 155655 | CurrentTaxYear |
| Total | 930198 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 0 | AmountsSubstContributorsTotal |
| Public Support Total170 | 930198 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3900 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 7621 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3724 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 6746 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4346 | CurrentTaxYear |
| Total | 26337 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5403 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5036 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 115993 | CurrentTaxYearMinus2Years |
| Total | 126432 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 1082967 | TotalSupport |
| Public Support Pertcentage170 | 0.85890 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.79010 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Form 990-EZ, Part I, Line 16.5 | Other Expenses.5 | MEALS $52 |
| Form 990-EZ, Part I, Line 16.4 | Other Expenses.4 | MERCHANT CHARGES $739 |
| Form 990-EZ, Part I, Line 16.3 | Other Expenses.3 | SUPPLIES $1918 |
| Form 990-EZ, Part I, Line 16.2 | Other Expenses.2 | PRIZES AND RECOGNITIONS $2280 |
| Form 990-EZ, Part I, Line 16.1 | Other Expenses.1 | FEES, DUES, MEMBERSHIPS $3450 |
| Form 990-EZ, Part I, Line 16.1002 | Other Expenses.1002 | Office Expenses $287 |
| Form 990-EZ, Part I, Line 16.1001 | Other Expenses.1001 | Advertising and Promotion $80 |
| Form 990-EZ, Part I, Line 10.1 | Grants and Similar Amounts Paid In Excess of $5,000.1 | | Cash Amount Given: $120236 | Book Value: $9610 | Fair Market Value: $9610 |
Comments