Nonprofit · EIN 85-2477960
DAVE AND WENDY MORGAN FOUNDATION
Tax-exempt · OGDEN, UT 84415
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $1,209,937 | $1,606,483 | -$396,546 | $22,188,066 | $0 | $22,188,066 |
| December 31, 2024 | 990-PF | $8,522,844 | $1,203,201 | $7,319,643 | $22,584,612 | $0 | $22,584,612 |
| December 31, 2023 | 990-PF | $281,588 | $987,479 | -$705,891 | $15,264,969 | $0 | $15,264,969 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $302,823
- Net rental income
- $395,097
- Net gain from sales of assets
- $360,231
Expenses
- Grants and similar amounts paid
- $1,355,000
- Compensation of officers, directors and key employees
- $73,596
- Disbursements for charitable purposes
- $1,437,289
- Excise tax on investment income
- $14,672
Balance sheet and other
- Total assets, start of year
- $22,584,612
- Total assets, end of year
- $22,188,066
- Total liabilities, end of year
- $0
- Net assets, end of year
- $22,188,066
- Fair market value of assets
- $37,247,393
- Qualifying distributions
- $1,437,289
- Net investment income
- $1,209,937
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-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Christopher Morgan PO Box 150448, Ogden, UT 84415 | Treas/Exec Director | 15 | $72,399 |
| Dave Morgan PO Box 150448, Ogden, UT 84415 | President | 4 | $399 |
| Wendy J Morgan PO Box 150448, Ogden, UT 84415 | Vice Pres. | 2 | $399 |
| Karren Morgan PO Box 150448, Ogden, UT 84415 | Secretary | 4 | $399 |
990-PF for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Christopher Morgan PO Box 150448, Ogden, UT 84415 | Treas/Exec Director | 10 | $54,399 |
| Dave Morgan PO Box 150448, Ogden, UT 84415 | President | 4 | $399 |
| Wendy J Morgan PO Box 150448, Ogden, UT 84415 | Vice Pres. | 2 | $399 |
| Karren Morgan PO Box 150448, Ogden, UT 84415 | Secretary | 4 | $399 |
990-PF for the year ended December 31, 2023: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Dave Morgan PO Box 150448, Ogden, UT 84415 | President | 4 | $0 |
| Wendy J Morgan PO Box 150448, Ogden, UT 84415 | Vice Pres. | 2 | $0 |
| Christopher Morgan PO Box 150448, Ogden, UT 84415 | Treasurer | 4 | $0 |
| Karren Morgan PO Box 150448, Ogden, UT 84415 | Secretary | 4 | $0 |
| Marc Morgan PO Box 150448, Ogden, UT 84415 | Director | 1 | $0 |
| James P Morgan PO Box 150448, Ogden, UT 84415 | Director | 1 | $0 |
| Ann Morgan PO Box 150448, Ogden, UT 84415 | Director | 1 | $0 |
| Jo Arsenault PO Box 150448, Ogden, UT 84415 | Director | 1 | $0 |
| John Morgan PO Box 150448, Ogden, UT 84415 | Director | 1 | $0 |
| Matt Morgan PO Box 150448, Ogden, UT 84415 | Director | 1 | $0 |
| Kaitlin Morgan PO Box 150448, Ogden, UT 84415 | Director | 1 | $0 |
| Emma Morgan PO Box 150448, Ogden, UT 84415 | Director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 150448, OGDEN, UT 84415-0448
- In care of
- % DAVID
- Signed the 990-PF
- CHRISTOPHER MORGAN, TREASURER
- Phone
- (801) 644-7045
- Return prepared by
- SECHLER MORGAN CPAS PLLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 85-2477960
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2021
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T50)
- Assets (IRS master file)
- $22,188,066
- Income (IRS master file)
- $1,240,226
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $1,209,937 | $1,606,483 | $22,188,066 | IRS |
| 990-PF | December 2024 | $8,522,844 | $1,203,201 | $22,584,612 | IRS |
| 990-PF | December 2023 | $281,588 | $987,479 | $15,264,969 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 85-2477960).
Questions about DAVE AND WENDY MORGAN FOUNDATION
- What is the EIN of DAVE AND WENDY MORGAN FOUNDATION?
- The employer identification number (EIN) of DAVE AND WENDY MORGAN FOUNDATION is 85-2477960.
- Is DAVE AND WENDY MORGAN FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2021.
- Are donations to DAVE AND WENDY MORGAN FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does DAVE AND WENDY MORGAN FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of DAVE AND WENDY MORGAN FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did DAVE AND WENDY MORGAN FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of DAVE AND WENDY MORGAN FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 4 people; 4 received compensation from the organization, the highest $72,399 (Christopher Morgan, Treas/Exec Director).
- How much revenue does DAVE AND WENDY MORGAN FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,209,937, expenses of $1,606,483 and total assets of $22,188,066 at year end.
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