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Morton Kelly Charitable Tr

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$1.25M (2023)

Expenses
$1.42M (2023)

Total Assets
$17.9M (2023)

Total Liabilities
$125k (2023)

Years with missing data
Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,247,086
Expenses
$1,422,642
Net Income
-$175,556
Net Assets
$17,726,579
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $464,028
37.2%
Sales of Assets $783,058
62.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,343,363
94.4%
Compensation of Officers* $20,000
1.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $17,851,579
Total Liabilities $125,000
Net Assets $17,726,579
Compensation
Key Employees and Officers Compensation Other
Janet Henry (Director) $5,000 $0
Marilyn A Lalumiere (President And Director) $5,000 $0
Erik C Jorgensen (Director) $5,000 $0
Douglas Henry (Director) $5,000 $0
Michael J Quinlan (Secretary Treasurer And Direc) $0 $0
Sheila Jans (Director) $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$414,275
Expenses
$1,320,142
Net Income
-$905,867
Net Assets
$17,986,423
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $419,400
> 100%
Sales of Assets -$5,125
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,115,187
84.5%
Compensation of Officers* $20,000
1.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $18,136,423
Total Liabilities $150,000
Net Assets $17,986,423
Compensation
Key Employees and Officers Compensation Other
Janet Henry (Director) $5,000 $0
Marilyn A Lalumiere (President And Director) $5,000 $0
Erik C Jorgensen (Director) $5,000 $0
Douglas Henry (Director) $5,000 $0
Michael J Quinlan (Secretary Treasurer And Direc) $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$4,559,589
Expenses
$1,355,748
Net Income
$3,203,841
Net Assets
$18,853,514
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $369,724
8.1%
Sales of Assets $4,189,865
91.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,247,641
92.0%
Compensation of Officers* $25,000
1.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $19,003,514
Total Liabilities $150,000
Net Assets $18,853,514
Compensation
Key Employees and Officers Compensation Other
Erik C Jorgensen (Director Admin Tee) $10,000 $0
Janet Henry (Director) $5,000 $0
Marilyn A Lalumiere (President And Director) $5,000 $0
Douglas Henry (Director) $5,000 $0
Michael J Quinlan (Secretary Treasurer And Direc) $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,343,123
Expenses
$1,100,263
Net Income
$242,860
Net Assets
$15,722,482
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $368,380
27.4%
Sales of Assets $974,743
72.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,005,220
91.4%
Compensation of Officers* $39,460
3.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $15,797,482
Total Liabilities $75,000
Net Assets $15,722,482
Compensation
Key Employees and Officers Compensation Other
Erik C Jorgensen (Director Admin Tee) $24,460 $0
Janet Henry (Director) $5,000 $0
Marilyn A Lalumiere (President And Director) $5,000 $0
Douglas Henry (Director) $5,000 $0
Michael J Quinlan (Secretary Treasurer And Direc) $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,227,632
Expenses
$1,131,900
Net Income
$95,732
Net Assets
$15,427,479
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $442,510
36.0%
Sales of Assets $784,317
63.9%
Other Income $805
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $968,964
85.6%
Compensation of Officers* $29,715
2.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $15,527,479
Total Liabilities $100,000
Net Assets $15,427,479

Document Links

Fiscal Year Ending Dec.
2018

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2017

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2016

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$799,234
Expenses
$938,813
Net Income
-$139,579
Net Assets
$15,832,483
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $387,693
48.5%
Sales of Assets $411,447
51.5%
Other Income $94
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $844,884
90.0%
Compensation of Officers* $10,000
1.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $15,832,483
Total Liabilities $0
Net Assets $15,832,483

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,413,944
Expenses
$844,528
Net Income
$569,416
Net Assets
$16,175,366
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $247,993
17.5%
Interest Revenue $0
Dividends $546,343
38.6%
Sales of Assets $616,231
43.6%
Other Income $3,377
0.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $755,135
89.4%
Compensation of Officers* $7,500
0.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $16,175,366
Total Liabilities $0
Net Assets $16,175,366

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$12,487,845
Expenses
$726,800
Net Income
$11,761,045
Net Assets
$15,424,666
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $11,297,103
90.5%
Interest Revenue $0
Dividends $242,625
1.9%
Sales of Assets $948,117
7.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $655,684
90.2%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $15,424,666
Total Liabilities $0
Net Assets $15,424,666

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$505,620
Expenses
$269,385
Net Income
$236,235
Net Assets
$3,656,393
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $117,805
23.3%
Sales of Assets $386,690
76.5%
Other Income $1,125
0.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $229,500
85.2%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,656,393
Total Liabilities $0
Net Assets $3,656,393

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$403,223
Expenses
$211,088
Net Income
$192,135
Net Assets
$3,423,422
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $111,043
27.5%
Sales of Assets $290,680
72.1%
Other Income $1,500
0.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $187,095
88.6%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,423,422
Total Liabilities $0
Net Assets $3,423,422

Document Links

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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