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Nonprofit · EIN 59-2006907

O P MORGANTHALER FOUNDATION INC

Tax-exempt · NEW PRT RCHY, FL 34652

Financials

$288K$151K2022$60K$126K2023$91K$134K2024
Revenue Expenses · by fiscal year end
Financials of O P MORGANTHALER FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$91,038$133,833-$42,795$2,090,178$12,572$2,077,606
December 31, 2023990$60,364$125,804-$65,440$1,927,387$25,362$1,902,025
December 31, 2022990$288,169$151,410$136,759$1,767,522$12,427$1,755,095
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$4,065
Program service revenue
$0
Investment income
$86,973
Net gain from sales of assets
$37,411
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Other salaries and wages
$68,650
Salaries, compensation and benefits (total)
$76,623
Professional fundraising fees
$0
Legal fees
$16,000
Accounting fees
$2,375
Occupancy
$8,793
Depreciation
$196
Program services (functional)
$133,833

Balance sheet and other

Total assets, start of year
$1,927,387
Total assets, end of year
$2,090,178
Total liabilities, end of year
$12,572
Net assets, end of year
$2,077,606
Land, buildings and equipment
$10,251
Publicly traded securities
$1,791,581
Net assets without donor restrictions
$2,077,606
Gross receipts
$91,038
Employees
3
Year formed
1983
State of legal domicile
FL

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
RICHARD C WILLIAMS JRDIRECTOR
Trustee or director
1$0
SAMUEL J WILLIAMSPRESIDENT
Officer
2$0
VALERIE WILLIAMSVICE PRES/SE
Officer
20$0
990 for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
VALERIE WILLIAMSVICE PRES/SE
Officer
20$6,400
RICHARD C WILLIAMS JRDIRECTOR
Trustee or director
0$0
SAMUEL J WILLIAMSPRESIDENT
Officer
1$0
990 for the year ended December 31, 2022: 3 people
NameTitleHours / weekCompensation
VALERIE WILLIAMSVICE PRES/SE
Officer
40$30,200
RICHARD C WILLIAMS JRDIRECTOR
Trustee or director
–$0
SAMUEL J WILLIAMSPRESIDENT
Officer
–$0

Address and contacts

Address (IRS master file)
6341 GRAND BLVD, NEW PRT RCHY, FL 34652-2305
Principal officer (990 for 2024)
SAMUEL J WILLIAMS, 6341 GRAND BLVD, NEW PORT RICHEY, FL 34652
Signed the 990
SAMUEL J WILLIAMS, PRESIDENT
Phone
(727) 845-8701
Return prepared by
BLOCK ADVISORS

Mission

EDUCATION AND TRAINING OF SPECIAL NEED CHILDREN AND ADULTS.

990 for the year ended December 31, 2024

Program accomplishments

  • PROVIDED EDUCATION AND TRAINING FOR SPECIAL NEEDS CHILDREN AND ADULTS.
    Expenses $84,999
  • PROVIDED EDUCATION AND TRAINING FOR SPECIAL NEEDS CHILDREN AND ADULTS.
    Expenses $48,834

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
59-2006907
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Suspense
Donations deductible (Pub 78)
Charity of unknown status, 50% limit
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$2,090,178
Income (IRS master file)
$91,038

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$91,038$133,833$2,090,178XML
990December 2023$60,364$125,804$1,927,387XML
990December 2022$288,169$151,410$1,767,522XML
990December 2021$1,870,325$144,473$1,938,670IRS
990December 2020–––IRS
990December 2019–––IRS
990-EZDecember 2018–––IRS
990December 2017–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 59-2006907).

Questions about O P MORGANTHALER FOUNDATION INC

What is the EIN of O P MORGANTHALER FOUNDATION INC?
The employer identification number (EIN) of O P MORGANTHALER FOUNDATION INC is 59-2006907.
Is O P MORGANTHALER FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3).
Are donations to O P MORGANTHALER FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Charity of unknown status, 50% limit).
Which annual return does O P MORGANTHALER FOUNDATION INC file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of O P MORGANTHALER FOUNDATION INC due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did O P MORGANTHALER FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of O P MORGANTHALER FOUNDATION INC?
The 990 for the year ended December 31, 2024 names SAMUEL J WILLIAMS.
Who are the officers and directors of O P MORGANTHALER FOUNDATION INC?
The 990 for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
How much revenue does O P MORGANTHALER FOUNDATION INC have?
On its 990 for the year ended December 31, 2024 it reported revenue of $91,038, expenses of $133,833 and total assets of $2,090,178 at year end.

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