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Nonprofit · EIN 84-5124052

MORGANS INCLUSION INITIATIVE

Tax-exempt · SAN ANTONIO, TX 78233

Financials

$3.8M$6.1M2023$4.2M$3.4M2024
Revenue Expenses · by fiscal year end
Financials of MORGANS INCLUSION INITIATIVE by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$4,216,645$3,443,887$772,758$27,417,853$15,972,212$11,445,641
December 31, 2023990$3,776,051$6,144,983-$2,368,932$21,254,399$10,581,516$10,672,883
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$2,550,647
Program service revenue
$17,004
Investment income
$174,758
Net income from fundraising events
$777,863
Other revenue
$1,474,236

Expenses

Grants and similar amounts paid
$420,000
Compensation of officers, directors and key employees
$436,583
Other salaries and wages
$1,164,117
Salaries, compensation and benefits (total)
$2,017,932
Professional fundraising fees
$0
Legal fees
$60,570
Accounting fees
$51,156
Occupancy
$94,666
Travel
$8,135
Depreciation
$13,722
Program services (functional)
$3,177,694
Management and general (functional)
$266,193

Balance sheet and other

Total assets, start of year
$21,254,399
Total assets, end of year
$27,417,853
Total liabilities, end of year
$15,972,212
Net assets, end of year
$11,445,641
Land, buildings and equipment
$1,908,080
Net assets without donor restrictions
$10,495,641
Net assets with donor restrictions
$950,000
Gross receipts
$4,411,199
Employees
28
Volunteers
14
Year formed
2020
State of legal domicile
TX

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 / weekCompensationOther / benefits
MALCOLM BRENT FIELDSCEO
Trustee or director
27$268,823$33,090
BRYAN R EDWARDSCFO (THRU 9/27/24)
Officer
40$132,581$31,071
MARY WORTHCHIEF MARKETING OFFICER
Highest-paid employee
40$115,981$5,177
BROOKE KEARNEYSPECIAL PROJECTS OFFICER
Highest-paid employee
40$97,429$10,177
DINDO NAVARROCFO (AS OF 10/21/24)
Officer
40$35,179$863
GORDON V HARTMANCHAIR
Trustee or director, Officer
0$0$0
MARGARET M HARTMANSECRETARY
Trustee or director, Officer
0$0$0
GENERAL TOM HILLDIRECTOR (AS OF 12/19/24)
Trustee or director
0$0$0
GREG HARTMANDIRECTOR (AS OF 7/15/24)
Trustee or director
0$0$0
HENRY CISNEROSDIRECTOR (AS OF 12/19/24)
Trustee or director
0$0$0
KENDRA DAVENPORTDIRECTOR (AS OF 12/19/24)
Trustee or director
0$0$0
EVA LONGORIADIRECTOR (AS OF 12/19/24)
Trustee or director
0$0$0
BECKY HAMMONDIRECTOR (AS OF 12/19/24)
Trustee or director
0$0$0
HOMER BHULLARDIRECTOR (THRU 6/6/24)
Trustee or director
0$0$0
JULI HENDERSONDIRECTOR (THRU 6/6/24)
Trustee or director
0$0$0
4 more people on this return
NameTitleHours / weekCompensation
ANDY HILLDIRECTOR (THRU 6/6/24)
Trustee or director
0$0
CHANTEL KELLERDIRECTOR (THRU 6/6/24)
Trustee or director
0$0
L P BUDDY MORRISDIRECTOR (THRU 6/6/24)
Trustee or director
0$0
MARK ROENIGKDIRECTOR (THRU 6/6/24)
Trustee or director
0$0
990 for the year ended December 31, 2023: 11 people
NameTitleHours / weekCompensationOther / benefits
MALCOLM BRENT FIELDSCEO
Key employee
40$234,396$12,338
BRYAN R EDWARDSCFO
Key employee
40$146,293$8,594
HUGO HERNANDEZCOO
Highest-paid employee
40$124,500$5,150
GORDON HARTMANCHAIR
Trustee or director
0$0$0
Margaret HartmanVICE-CHAIR
Trustee or director
0$0$0
HOMER BHULLARDIRECTOR
Trustee or director
0$0$0
JULI HENDERSONDIRECTOR
Trustee or director
0$0$0
ANDY HILLDIRECTOR
Trustee or director
0$0$0
CHANTEL KELLERDIRECTOR
Trustee or director
0$0$0
L P BUDDY MORRISDIRECTOR
Trustee or director
0$0$0
MARK ROENIGKDIRECTOR
Trustee or director
0$0$0

Address and contacts

Address (IRS master file)
5210 THOUSAND OAKS SUITE 1318, SAN ANTONIO, TX 78233-6974
In care of
% BRENT FIELDS
Principal officer (990 for 2024)
Brent Fields, 5210 THOUSAND OAKS SUITE 1318, San Antonio, TX 78233
Signed the 990
Brent Fields, CEO
Phone
(210) 493-2811
Return prepared by
BDO USA

Mission

TO IMPROVE THE QUALITY OF LIFE FOR INDIVIDUALS OF ALL AGES AND ALL ABILITIES THROUGH INITIATIVES THAT PRODUCE FULLY-INCLUSIVE, ULTRA ACCESSIBLE EXPERIENCES.

990 for the year ended December 31, 2024

Program accomplishments

  • TO IMPROVE THE QUALITY OF LIFE FOR INDIVIDUALS OF ALL AGES AND ALL ABILITIES THROUGH INITIATIVES THAT PRODUCE FULLY-INCLUSIVE, ULTRA-ACCESSIBLE EXPERIENCES.
    Expenses $3,177,694 · revenue $3,383,893

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
84-5124052
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2020
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Human services (P12)
Assets (IRS master file)
$27,417,853
Income (IRS master file)
$4,411,199

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$4,216,645$3,443,887$27,417,853XML
990December 2023$3,776,051$6,144,983$21,254,399XML
990December 2022$3,619,373$2,954,350$24,058,715IRS
990December 2021–––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 84-5124052).

Questions about MORGANS INCLUSION INITIATIVE

What is the EIN of MORGANS INCLUSION INITIATIVE?
The employer identification number (EIN) of MORGANS INCLUSION INITIATIVE is 84-5124052.
Is MORGANS INCLUSION INITIATIVE tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2020.
Are donations to MORGANS INCLUSION INITIATIVE tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does MORGANS INCLUSION INITIATIVE 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 MORGANS INCLUSION INITIATIVE 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 MORGANS INCLUSION INITIATIVE 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 MORGANS INCLUSION INITIATIVE?
The 990 for the year ended December 31, 2024 names Brent Fields.
Who are the officers and directors of MORGANS INCLUSION INITIATIVE?
The 990 for the year ended December 31, 2024 lists 19 people; 5 received compensation from the organization, the highest $268,823 (MALCOLM BRENT FIELDS, CEO).
How much revenue does MORGANS INCLUSION INITIATIVE have?
On its 990 for the year ended December 31, 2024 it reported revenue of $4,216,645, expenses of $3,443,887 and total assets of $27,417,853 at year end.

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