2024-05-15T17:17:29-05:00 2023-06-30 770051130 ABBOTT STRINGHAM & LYNCH 1901 S BASCOM AVE STE 105 CAMPBELL CA 95008 990 2022-07-01 941722448 MORGAN AUTISM CENTER MORG 4082418161 950 ST ELIZABETH DRIVE SAN JOSE CA 95126 JOSH DRAKE EXECUTIVE DIRECTOR 4082418161 2024-05-15 1 JOSH DRAKE 999009999 0 SHEBA B DALANEY P00351252 4083778700 2024-05-15 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z THOMAS CAULFIELD 950 ST ELIZABETH DRIVE SAN JOSE CA 95126 8992008 0 X WWW.MORGANCENTER.ORG X 1969 CA TO HELP CHILDREN AND ADULTS WITH AUTISM OR OTHER DEVELOPMENTAL DISABILITIES MAXIMIZE THEIR POTENTIAL IN A DIGNIFIED, POSITIVE, AND LOVING ENVIRONMENT. 14 14 132 14 7500 0 1278903 633255 7356342 8265199 67 12415 33701 17080 8669013 8927949 0 0 0 0 4655084 5508860 0 0 513604 2679176 3604770 7334260 9113630 1334753 -185681 21935224 21933736 8449832 8607853 13485392 13325883 X MORGAN AUTISM CENTER IS A NON-PROFIT,NON-PUBLIC SCHOOL IN THE SAN FRANCISCO BAY AREA SINCE 1969, CERTIFIED BY THE CALIFORNIA DEPARTMENT OF EDUCATION AND PROVIDES PROGRAMMING FOR MORE THAN 30 BAY AREA SCHOOL DISTRICTS IN SANTA CLARA, SAN MATEO, AND ALAMEDA COUNTIES. THE ORGANIZATION ALSO PROVIDES AN ADULT PROGRAM FOR CLIENTS AGED 22 TO 60. 0 0 6286968 7196889 SCHOOL PROGRAM: THE ORGANIZATION'S SCHOOL PROGRAM SERVES STUDENTS AGES 5 TO 22. THE STUDENTS SERVED ARE SIGNIFICANTLY IMPACTED BY AUTISM AND/OR OTHER DEVELOPMENTAL DISABILITIES. THE INDIVIDUALS SERVED HAVE SIGNIFICANT CHALLENGES WITH SOCIAL BEHAVIOR, SENSORY INTEGRATION, AND COMMUNICATION. STUDENTS AT MORGAN AUTISM CENTER ARE REFERRED THROUGH AND FUNDED BY THIER PUBLIC-SCHOOL DISTRICTS. EACH STUDENT'S DAY IS SPECIALLY DESIGNED THROUGH A COLLABORATION BETWEEN THE INDIVIDUALIZED EDUCATION PLAN (IEP) TEAM MEMBERS. 1141613 969607 ADULT PROGRAM: THE ORGANIZATION'S ADULT PROGRAM SERVES 50 CLIENTS PARTICIPATING IN A WIDE RANGE OF ENAGAGING AND ENRICHING ACTIVITIES. THE ORGANIZATION CREATES AMPLE OPPORTUNITIES FOR CONTINUED LEARNING TO SUPPORT THE ADULTS UNDER THE MORGAN AUTSIM CENTER MODEL. CLIENTS RANGE IN AGE FROM 22 TO 60 YEARS OLD. 19098 98703 CONSULTING: THE ORGANIZATION HAS LICENSED THE MORGAN AUTISM CENTER MODEL OF INSTRUCTION FOR AUTISM SPECTRUM DISORDER AND OTHER SEVERE NEUROLOGICAL DISORDERS TO THE SANTA CRUZ COUNTY OFFICE OF EDUCATION. 7447679 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 133 0 1 132 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X THE ORGANIZATION 4082418161 950 ST ELIZABETH DRIVE SAN JOSE CA 95126 TOM CAULFIELD BOARD CHAIR 1.00 X X 0 0 0 NENA MONTGOMERY VICE CHAIR AND DEVELOPMENT 1.00 X X 0 0 0 CHRISTOPHER ESCHER SECRETARY AND COMMUNICATIONS 1.00 X X 0 0 0 RICKEY GREEN BOARD MEMBER/FINANCE COMMITTEE MEMBER 1.00 X 0 0 0 GREG FINN BOARD MEMBER/INVESTMENT COMMITTEE 1.00 X 0 0 0 TED MOOREHEAD BOARD MEMBER/RECRUITING COMMITTEE MEMBER 1.00 X 0 0 0 JEFFREY EATON BOARD MEMBER/FACILITIES COMMITTEE MEMBER 1.00 X 0 0 0 DEBBIE TEXTOR BOARD MEMBER 1.00 X 0 0 0 JOE MORIARTY BOARD MEMBER/FACILITIES COMMITTEE MEMBER 1.00 X 0 0 0 STEPHANIE GREY BOARD MEMBER/FINANCE COMMITTEE MEMBER 1.00 X 0 0 0 BRAD BOARDMAN EXECUTIVE DIRECTOR 32.50 X X 158986 0 0 JONNETTA QUESADA DIRECTOR OF FINANCE & BUSINESS 32.50 X X 104630 0 0 SALLY HIRD DIRECTOR OF BUSINESS ADMINISTRATION 32.50 X 103329 0 0 MARK NIELSEN PROGRAM DIRECTOR 32.50 X 109449 0 0 476394 0 0 4 0 1 0 SAFE TRANS TRANSPORTATION 505 BURKE STREET SAN JOSE CA 95128 TRANSPORTATION 621148 PENINSULA ASSOCIATES SPEECH THERAPY SERV 760 POLHEMUS ROAD SAN MATEO CA 94402 SPEECH THERAPY 462428 LAUGHING GIRAFFE 100 OCONNER DRIVE 14 SAN JOSE CA 95128 OT SERVICES 230760 3 327180 306075 64059 633255 TUITION AND FEES 611600 7384749 7384749 STUDENT TRANSPORTATION 485000 781747 781747 CONTRACTING 611600 98703 98703 8265199 12415 12415 7500 0 7500 7500 7500 64059 327180 64059 0 OTHER INCOME 611710 3711 3711 WORKER'S COMP. REFUND 611710 3064 3064 CREDIT CARD REWARDS 611710 2805 2805 9580 8927949 8274779 7500 12415 292569 236423 40146 16000 3995681 3228973 548216 218492 110362 89062 15230 6070 765199 617515 105598 42086 345049 278454 47617 18978 39164 31606 5404 2154 579663 306139 262157 11367 65845 54039 8442 3364 39620 31973 5468 2179 104686 84480 14446 5760 243147 196219 33555 13373 257362 207692 35515 14155 47878 38637 6607 2634 THERAPISTS 1032540 1032540 0 0 STUDENT TRANSPORTATION 694436 694436 0 0 MAINTENANCE AND REPAIRS 142420 114934 19653 7833 PROGRAM SUPPLIES/EQUIPM 118707 82598 0 36109 239302 121959 4293 113050 9113630 7447679 1152347 513604 5345987 2317149 2500 0 676136 779105 144439 77974 17117491 1514257 15686624 15603234 0 3112018 79538 44256 21935224 21933736 436650 521221 8013182 8086632 8449832 8607853 X 13443859 13112230 41533 213653 13485392 13325883 21935224 21933736 X -185681 26173 -1 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8012368 8012368 5567698 892259 4675439 3364423 467424 2896999 173002 154574 18428 15603234 US TREASURY BILLS 3112018 C 3112018 X 8935321 26173 26173 8909148 18801 18801 8927949 9094830 0 9094830 18800 18800 9113630 PART X, LINE 2: THE ORGANIZATION HAS ADOPTED THE ACCOUNTING STANDARD RELATED TO UNCERTAINTIES IN INCOME TAXES. THE ORGANIZATION EVALUATES UNCERTAIN TAX POSITIONS THROUGH ITS REVIEW OF THE SOURCE OF REVENUE TO IDENTIFY UNRELATED BUSINESS INCOME AND CERTAIN OTHER MATTERS, INCLUDING THOSE WHICH MAY AFFECT ITS TAX EXEMPT STATUS. MANAGEMENT BELIEVES THEIR ESTIMATES RELATED TO INCOME TAX UNCERATINTIES ARE APPROPRIATE BASED ON THE CURRENT FACTS AND CIRCUMSTANCES PART XI, LINE 4B - OTHER ADJUSTMENTS: DIRECT BENEFIT TO DONOR COSTS ROUNDING PART XII, LINE 4B - OTHER ADJUSTMENTS: DIRECT BENEFIT TO DONOR COSTS 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 MORGAN AUTISM CENTER'S NON-DISCRIMINATION POLICY IS POSTED ON THEIR WEBSITE. SCHEDULE E, PART I, LINE 4 RECORDS ARE ONLY KEPT FOR THE STUDENT BODY, NOT THE ENTIRE FACULTY AND ADMINISTRATIVE STAFF. STARRY NIGHT 344212 280153 64059 64059 MOVE-A-THON 47027 47027 391239 327180 64059 64059 64059 0 X 1 0 0 0 0 0 0 1 0 BRAD BOARDMAN EXECUTIVE DIRECTOR 157486 0 1500 0 0 0 0 0 0 0 158986 0 0 0 PART I, LINE 4A MARILYN BALISTRERI: $35,000.00 PART I, LINE 7 SIGNING BONUS WAS PAID TO JOSH DRAKE, THE EXECUTIVE DIRECTOR ON 05.12.2023. THE AMOUNT WAS $40,000.00 X AUCTION ITEMS 854 64059 FAIR MARKET VALUE X PROGRAM SUPPLIES 9 3163 FAIR MARKET VALUE 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS FIRST REVIEWED BY THE DIRECTOR OF FINANCE AND THE EXECUTIVE DIRECTOR. NEXT, THE FINANCE COMMITTEE REVIEWS. ONCE THE RETURN IS APPROVED BY THESE INDIVIDUALS, A COPY OF THE RETURN IS PRESENTED TO THE COMPLETE BOARD FOR ITS FORMAL APPROVAL PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C MORGAN AUTISM CENTER HAS DEVELOPED A FORMAL CONFLICT OF INTEREST POLICY, WHICH INCLUDES LANGUAGE ABOUT OFFICE/DIRECTOR/KEY EMPLOYEE DISCLOSURES, A WHISTLE BLOWER POLICY AND A RETENTION AND DESTRUCTION POLICY WERE DEVELOPED AND COMPLETED BY JUNE 30, 2010. THE CONFLICT OF INTEREST POLICY IS SIGNED BY OFFICERS, DIRECTORS, AND KEY EMPLOYEES ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 MORGAN AUTISM CENTER HAS DEVELOPED A FORMAL HIRING POLICY. FORM 990, PART VI, SECTION C, LINE 19 ALL OFFICIAL DOCUMENTS - FORM 1023, DETERMINATION LETTER, AND POLICIES IN EFFECT FOR THE ORGANIZATION ARE AVAILABLE TO THE PUBLIC PER FORMAL REQUEST. FORM 990, PART XI, LINE 9: ROUNDING -1. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.