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Morgan Family Foundation Inc

  • Bozeman, MT
  • Tax-exempt since April 2015
  • EIN: 46-4245754

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.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$3.17M (2024)

Expenses
$903k (2024)

Total Assets
$9.13M (2024)

Total Liabilities
$0 (2024)

Source: Form 990 tax filings from 2014 to 2024

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.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$3,173,930
Expenses
$902,540
Net Income
$2,271,390
Net Assets
$9,128,328
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $1,850,914
58.3%
Interest Revenue $112
0.0%
Dividends $213,823
6.7%
Sales of Assets $1,109,081
34.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $839,245
93.0%
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 $9,128,328
Total Liabilities $0
Net Assets $9,128,328
Compensation
Key Employees and Officers Compensation Other
Alyce Morgan (President) $0 $0
Lucille Curran (Vice President) $0 $0

Document Links

990-PF
Filed on May 12, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,296,706
Expenses
$751,793
Net Income
$544,913
Net Assets
$7,337,527
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $608,301
46.9%
Interest Revenue $13
0.0%
Dividends $184,432
14.2%
Sales of Assets $503,960
38.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $712,376
94.8%
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 $7,337,527
Total Liabilities $0
Net Assets $7,337,527
Compensation
Key Employees and Officers Compensation Other
Alyce Morgan (President) $0 $0
Lucille Curran (Vice President) $0 $0

Document Links

990-PF
Filed on May 14, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,005,618
Expenses
$695,954
Net Income
$309,664
Net Assets
$6,981,822
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $398,463
39.6%
Interest Revenue $165
0.0%
Dividends $168,795
16.8%
Sales of Assets $438,195
43.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $651,532
93.6%
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 $6,981,822
Total Liabilities $0
Net Assets $6,981,822
Compensation
Key Employees and Officers Compensation Other
Alyce Morgan (President) $0 $0
Lucille Curran (Vice President) $0 $0

Document Links

990-PF
Filed on Oct. 19, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,057,948
Expenses
$743,309
Net Income
$314,639
Net Assets
$6,716,402
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $307,308
29.0%
Interest Revenue $519
0.0%
Dividends $186,757
17.7%
Sales of Assets $563,364
53.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $686,997
92.4%
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 $6,716,402
Total Liabilities $0
Net Assets $6,716,402
Compensation
Key Employees and Officers Compensation Other
Alyce Morgan (President) $0 $0
Lucille Curran (Vice President) $0 $0

Document Links

990-PF
Filed on July 18, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$473,266
Expenses
$1,066,888
Net Income
-$593,622
Net Assets
$6,533,924
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $218,915
46.3%
Interest Revenue $17
0.0%
Dividends $163,487
34.5%
Sales of Assets $90,847
19.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,015,935
95.2%
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 $6,533,925
Total Liabilities $1
Net Assets $6,533,924
Compensation
Key Employees and Officers Compensation Other
Alyce Morgan (President) $0 $0
Lucille Curran (Vice President) $0 $0

Document Links

990-PF
Filed on May 12, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$455,592
Expenses
$354,356
Net Income
$101,236
Net Assets
$7,211,560
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $149,880
32.9%
Interest Revenue $65
0.0%
Dividends $209,241
45.9%
Sales of Assets $96,406
21.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $297,551
84.0%
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 $7,211,561
Total Liabilities $1
Net Assets $7,211,560
Compensation
Key Employees and Officers Compensation Other
Alyce Morgan (President) $0 $0
Lucille Curran (Vice President) $0 $0

Document Links

990-PF
Filed on July 7, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$349,588
Expenses
$329,650
Net Income
$19,938
Net Assets
$7,077,939
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $215,379
61.6%
Interest Revenue $993
0.3%
Dividends $169,838
48.6%
Sales of Assets -$36,622
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $278,735
84.6%
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 $7,077,939
Total Liabilities $0
Net Assets $7,077,939
Compensation
Key Employees and Officers Compensation Other
Alyce Morgan (President) $0 $0
Lucy Curran (Vice President) $0 $0

Document Links

990-PF
Filed on Dec. 18, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,023,402
Expenses
$234,590
Net Income
$788,812
Net Assets
$6,987,698
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $223,220
21.8%
Interest Revenue $372
0.0%
Dividends $199,120
19.5%
Sales of Assets $600,690
58.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $198,350
84.6%
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 $6,987,698
Total Liabilities $0
Net Assets $6,987,698
Compensation
Key Employees and Officers Compensation Other
Alyce Morgan (President) $0 $0
Lucy Curran (Vice President) $0 $0

Document Links

990-PF
Filed on Nov. 15, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$211,417
Expenses
$305,228
Net Income
-$93,811
Net Assets
$6,383,484
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $126,834
60.0%
Interest Revenue $661
0.3%
Dividends $158,289
74.9%
Sales of Assets -$74,367
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $191,401
62.7%
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 $6,383,484
Total Liabilities $0
Net Assets $6,383,484
Compensation
Key Employees and Officers Compensation Other
Alyce Morgan (President) $0 $0
Lucy Curran (Vice President) $0 $0

Document Links

990-PF
Filed on April 17, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$2,823,420
Expenses
$204,759
Net Income
$2,618,661
Net Assets
$6,534,588
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $100,000
3.5%
Interest Revenue $1,091
0.0%
Dividends $154,385
5.5%
Sales of Assets $2,567,944
91.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $168,459
82.3%
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 $6,534,588
Total Liabilities $0
Net Assets $6,534,588
Compensation
Key Employees and Officers Compensation Other
Alyce Morgan (President) $0 $0
Lucy Curran (Vice President) $0 $0

Document Links

990-PF
Filed on April 19, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$6,217,884
Expenses
$87,957
Net Income
$6,129,927
Net Assets
$3,915,927
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $6,063,979
97.5%
Interest Revenue $473
0.0%
Dividends $16,646
0.3%
Sales of Assets $129,225
2.1%
Other Income $7,561
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $83,150
94.5%
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 $3,915,927
Total Liabilities $0
Net Assets $3,915,927

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2013

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

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is 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.

Which Organizations Are Here?

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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For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
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  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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