Totals
- Total revenue
- $9,127,922
- Total expenses
- $8,124,455
- Contributions and grants received
- $547,496
- Grants paid
- $0
- Program service revenue
- $8,008,292
- Investment income
- $318,079
- Other revenue
- $254,055
- Total assets, end of year
- $11,038,129
- Total liabilities, end of year
- $4,064,779
- Net assets or fund balances, end of year
- $6,973,350
- Program services expenses (Part IX)
- $6,494,598
- Management and general expenses
- $1,629,857
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $6,494,598
Program services were 79.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1f · All other contributions, gifts and grants
$547,496
-
2a · Program service revenue: TRAINING & REGISTRATIO
total $7,902,770 · related or exempt $7,902,770
-
2b · Program service revenue: EVALUATION SERVICES
total $105,522 · related or exempt $105,522
-
3 · Investment income
total $1,607 · excluded $1,607
-
6a · Gross rents
real property $158,350
-
6b · Less rental expenses
real property $0
-
6c · Rental income or loss
real property $158,350
-
6d · Net rental income or loss
total $158,350 · excluded $158,350
-
7a · Gross sales of assets other than inventory
other assets $316,472
-
7b · Less cost or other basis and sales expenses
other assets $0
-
7c · Gain or loss
other assets $316,472
-
7d · Net gain or loss
total $316,472 · excluded $316,472
-
11a · Other revenue: SUBSIDIARY MANAGEMENT
total $95,705 · related or exempt $95,705
-
11e · Other revenue, total
$95,705
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $449,059 · program services $51,705 · management and general $397,354
-
7 · Other salaries and wages
total $4,794,921 · program services $4,092,038 · management and general $702,883
-
8 · Pension plan contributions
total $93,323 · program services $93,323
-
9 · Other employee benefits
total $977,157 · program services $810,643 · management and general $166,514
-
10 · Payroll taxes
total $523,229 · program services $418,263 · management and general $104,966
-
11c · Fees: accounting
total $19,409 · program services $15,515 · management and general $3,894
-
11g · Fees: other
total $64,965 · program services $51,932 · management and general $13,033
-
12 · Advertising and promotion
total $10,536 · program services $8,422 · management and general $2,114
-
13 · Office expenses
total $156,931 · program services $125,449 · management and general $31,482
-
14 · Information technology
total $132,501 · program services $105,920 · management and general $26,581
-
16 · Occupancy
total $406,135 · program services $324,660 · management and general $81,475
-
17 · Travel
total $207,318 · program services $165,728 · management and general $41,590
-
19 · Conferences, conventions and meetings
total $3,119 · program services $2,493 · management and general $626
-
22 · Depreciation, depletion and amortization
total $214,096 · program services $171,146 · management and general $42,950
-
23 · Insurance
total $36,823 · program services $29,436 · management and general $7,387
-
24a · Other expenses: OTHER OPERATING EXPENSE
total $19,571 · program services $15,645 · management and general $3,926
-
24b · Other expenses: DUES & SUBSCRIPTIONS
total $15,362 · program services $12,280 · management and general $3,082
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $860,887 · end of year $1,354,466
-
2 · Savings and temporary cash investments
beginning of year $150,081
-
4 · Accounts receivable
beginning of year $920,991 · end of year $815,519
-
7 · Other notes and loans receivable
beginning of year $69,064 · end of year $147,021
-
9 · Prepaid expenses and deferred charges
beginning of year $155,365 · end of year $133,842
-
10a · Land, buildings and equipment: cost or other basis
$10,561,318
-
10b · Land, buildings and equipment: accumulated depreciation
$2,210,424
-
10c · Land, buildings and equipment, net
beginning of year $6,150,657 · end of year $8,350,894
-
12 · Investments: other securities
beginning of year $210,976 · end of year $210,976
-
15 · Other assets
beginning of year $0 · end of year $25,411
-
17 · Accounts payable and accrued expenses
beginning of year $685,723 · end of year $369,110
-
23 · Secured mortgages and notes payable
beginning of year $1,902,413 · end of year $3,695,669
-
27 · Net assets without donor restrictions
beginning of year $5,764,357 · end of year $6,885,822
-
28 · Net assets with donor restrictions
beginning of year $165,528 · end of year $87,528
Mission and programs · 2023
Mission
MORNINGSIDE PROVIDES THE TRAINING, COACHING, AND EMPLOYMENT SERVICES THAT BUILD THE SELF-SUFFICIENCY AND SELF-ESTEEM OF PEOPLE WITH DISABILITIES.
Activities or mission (Part I)
ASSIST INDIVIDUALS WITH DISABILITIES FIND EMPLOYMENT AND PROVIDE ON-SITE EMPLOYMENT SUPPORT.
-
SEE SCHEDULE O FOR THE DESCRIPTION OF THE INDIVIDUAL EMPLOYMENT PROGRAM.INDIVIDUAL EMPLOYMENT PROGRAM:WE EVALUATE, TRAIN, PLACE AND SUPPORT PEOPLE WITH DISABILITIES IN INTEGRATED JOBS IN THEIR COMMUNITIES. INDIVIDUALS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES ARE AN UNDER-UTILIZED WORK FORCE OF RELIABLE AND DEPENDABLE WORKERS WHO HAVE THE CAPACITY TO CONTRIBUTE VALUABLE SERVICES TO THE COMMUNITIES WHERE THEY LIVE. YET BARRIERS TO THEIR EMPLOYMENT ARE FORMIDABLE. MORNINGSIDE'S INDIVIDUAL EMPLOYMENT PROGRAM IS COMMITTED TO HELPING PEOPLE WITH DISABILITIES SECURE TRANSFORMATIONAL JOBS AND BE AS SELF-SUFFICIENT AS POSSIBLE. AS AN AGENCY THAT PROVIDES INDIVIDUAL SUPPORTED EMPLOYMENT SERVICES, WE HAVE SOME OF THE BEST EMPLOYMENT OUTCOMES FOR PEOPLE WITH DISABILITIES IN THE STATE OF WASHINGTON. WE RECEIVE REFERRALS FROM BOTH THE DIVISION OF VOCATIONAL REHABILITATION AND THE DEVELOPMENTAL DISABILITIES ADMINISTRATION EACH MONTH, EXCEED PLACEMENT OUTCOMES EACH YEAR AND PROVIDE EXCEPTIONAL, QUALITY SERVICES TO CLIENTS IN OUR COMMUNITY ON A REGULAR BASIS. MORNINGSIDE SUPPORTS A LIVING WAGE AND DOES NOT PLACE CLIENTS IN SUB-MINIMUM WAGE POSITIONS.
Expenses $4,593,630 · Revenue $5,834,068
-
SEE SCHEDULE O FOR THE DESCRIPTION OF THE TRANSITION PROGRAM.TRANSITION PROGRAM:MORNINGSIDE'S HIGH SCHOOL TRANSITION PROGRAM PROVIDES THE SOFT SKILLS AND EXPERIENCE STUDENTS WITH DISABILITIES NEED TO GRADUATE PREPARED FOR THE WORKPLACE. FOR YOUNG PEOPLE WITH DISABILITIES WHO OFTEN HAVE NO EXPERIENCE OR UNDERSTANDING OF WORK CULTURE, FINDING WORK CAN BE IMPOSSIBLE. TOO OFTEN, STUDENTS WITH DISABILITIES LEAVE HIGH SCHOOL TO ENTER A LIFE OF ISOLATION AND ENTRY LEVEL JOBS WITH LOW PAY AND LITTLE FUTURE. WE OFFER TRANSITION SERVICES THROUGH SEVERAL PROGRAMS: SCHOOL-TO-WORK PARTNERS WITH SCHOOL DISTRICTS AND UTILIZES A WIDE VARIETY OF COMMUNITY EMPLOYERS TO PREPARE STUDENTS FOR WORKING FOLLOWING THEIR FINAL YEAR OF HIGH SCHOOL. SHORT TERM INTERNSHIPS IN LOCAL BUSINESSES ALLOW STUDENTS TO TRY A VARIETY OF JOBS TO ASSIST IN FUTURE JOB EXPLORATION. PROJECT SEARCH, WHICH OPERATES AT THE EVERGREEN STATE COLLEGE, OFFERS STUDENTS THREE INTERNSHIPS DURING THE ACADEMIC YEAR. JOB CLUB IS HELD AT SOUTH PUGET SOUND COMMUNITY COLLEGE. HERE STUDENTS PRACTICE WRITING RESUMES, INTERVIEWING, AND DISCOVERING THE BEST APPROACH FOR TALKING WITH EMPLOYERS.
Expenses $573,473 · Revenue $598,075
-
SEE SCHEDULE O FOR THE DESCRIPTION OF THE COMMUNITY PROTECTION PROGRAM.COMMUNITY PROTECTION PROGRAM:MORNINGSIDE'S COMMUNITY PROTECTION PROGRAM ENABLES INDIVIDUALS WHO REQUIRE SPECIALIZED SUPPORT AND SUPERVISION TO WORK SAFELY IN THEIR COMMUNITIES. THE PROGRAM SERVES OFFENDERS WITH DEVELOPMENTAL DISABILITIES WHO ARE ENROLLED IN WASHINGTON'S COMMUNITY PROTECTION PROGRAM THROUGH DSHS. THE COMMUNITY PROTECTION PROGRAM IS HIGHLY REGARDED NATIONALLY AND WAS THE FIRST TO BE APPROVED BY THE FEDERAL GOVERNMENT TO RECEIVE MEDICAID WAIVER FUNDING. MORNINGSIDE HAS BEEN OFFERING THESE SERVICES SINCE 1993, LONGER THAN ANY EMPLOYMENT PROVIDER IN OUR STATE. IN ADDITION TO THE MORE TRADITIONAL TASKS OF A JOB DEVELOPER, COMMUNITY PROTECTION JOB DEVELOPERS PROVIDE OUTREACH TO COMMUNITY EMPLOYERS AND ASSIST INDIVIDUALS WITH DISCLOSING INFORMATION TO ENSURE SAFETY. MORNINGSIDE STAFF PARTICIPATE IN TREATMENT TEAM MEETINGS FOR EACH INDIVIDUAL WHERE WE DISCUSS EFFORTS TO REDUCE SUPERVISION AND RESTRICTION OF RIGHTS, TERMED "REDUCTIONS AND ADVOCATE FOR CLIENT RIGHTS IN EVERY POSSIBLE APPROACH. THEY WORK COLLABORATIVELY WITH THE TREATMENT TEAM TO IDENTIFY EMPLOYMENT SETTINGS THAT ASSIST CLIENTS IN REACHING SUCCESS AND HELPING THEM TO BE AS INDEPENDENT AS POSSIBLE. WE ARE PROUD OF THE PROGRESS CLIENTS MAKE IN OUR CREATIVE PROGRAM.
Expenses $604,647 · Revenue $929,528
-
PRE-EMPLOYMENT TRANSITION SERVICES (PRE-ETS) PROGRAM:MORNINGSIDE SEEKS TO DEVELOP AND LEAD SUCCESSFUL WORKFORCE DEVELOPMENT STRATEGIES FOR YOUTH AND YOUNG ADULTS AGED 14-22 WITH ACTIVE IEP OR 504 PLANS. THROUGH THESE EFFORTS, YOUTH AND YOUNG ADULTS WILL GAIN WORK READINESS TRAINING, WORK EXPERIENCE, PREPARE FOR POSTSECONDARY EDUCATION AND/OR CONNECT WITH INDUSTRY-FOCUSED EDUCATION AND TRAINING PROGRAMS. OUR PRE-ETS PROGRAM PROVIDES WORKPLACE READINESS TRAINING, WORK-BASED LEARNING, SELF-ADVOCACY, INCLUDING PAID INTERNSHIPS.
Expenses $722,848 · Revenue $739,895
-
FOUNDATIONAL COMMUNITY SUPPORTS (FCS) PROGRAM:MORNINGSIDE'S FOUNDATIONAL COMMUNITY SUPPORTS IS A PROGRAM OFFERING BENEFITS FOR SUPPORTED HOUSING AND SUPPORTED EMPLOYMENT FOR APPLE HEALTH-ELIGIBLE BENEFICIARIES WITH COMPLEX NEEDS. MORNINGSIDE WORKS WITH HOUSING AND EMPLOYMENT PROVIDERS TO HELP OUR CLIENTS FIND AND MAINTAIN JOBS; ACQUIRE STABLE, INDEPENDENT HOUSING; AND GAIN THE NECESSARY SKILLS TO BE SUCCESSFUL.
Revenue $2,431
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Jonathan PlegerJONATHAN PLEGER
PRESIDENT/CEO
- Total calculated
- $172,350
- From this org
- $147,820
- From related orgs
- $0
- Other
- $24,530
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $147,820
- Bonus
- $0
- Other
- $0
- Deferred
- $10,401
- Nontaxable benefits
- $14,129
- Filer's total
- $172,350
-
Donald HaydenDONALD HAYDEN
CIO
- Total calculated
- $139,455
- From this org
- $110,679
- From related orgs
- $0
- Other
- $28,776
- Hours/week
- 40
-
Jaime BrittonJAIME BRITTON
CFO, THEN COO
- Total calculated
- $137,254
- From this org
- $121,013
- From related orgs
- $0
- Other
- $16,241
- Hours/week
- 40
-
Jason RobertsonJASON ROBERTSON
CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Jennica MachadoJENNICA MACHADO
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Bridget LocklingBRIDGET LOCKLING
SECRETARY/TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Amy BucklerAMY BUCKLER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Michael CadeMICHAEL CADE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Brett DerousieBRETT DEROUSIE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Rebecca DeuelREBECCA DEUEL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Brad HooperBRAD HOOPER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Holly JosephHOLLY JOSEPH
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Alana NealALANA NEAL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Eric PhillipsERIC PHILLIPS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Jim SedoreJIM SEDORE
TRUSTEE (THROUGH JANUARY 2023)
- Total calculated
- $0
- Hours/week
- 1
-
Aaron SteeleAARON STEELE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 1a · Tax indemnification and gross-up payments
- 2 · Substantiation required before reimbursing expenses
- 3 · Compensation committee
- 3 · Form 990 of other organizations
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
- 6a · Pay contingent on this organization's net earnings
Answered no
- 1b · Written policy on the line-1a expenses
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- PART I, LINE 1A
- ANNUAL BONUSES ARE GROSSED UP FOR ALL EMPLOYEES TO COVER PAYROLL TAXES. THIS IS INCLUDED THE EMPLOYEE'S TAXABLE INCOME.
- PART I, LINE 1B
- THE GROSS-UP OF ANNUAL BONUSES WAS APPROVED BY THE EXECUTIVE TEAM.
- PART I, LINE 6
- WHEN THE ORGANIZATION HAS A POSITIVE FINANCIAL OUTCOME FOR THE YEAR, THE ORGANIZATION MAY CHOOSE TO GIVE BONUSES TO ALL EMPLOYEES, INCLUDING THE EXECUTIVES. ALL EMPLOYEES ARE GIVEN AN EQUAL AMOUNT, PRO-RATED FOR PART-YEAR EMPLOYEES. THE BOARD OF TRUSTEES REVIEWS AND APPROVES ANY BONUSES GIVEN TO THE PRESIDENT/CEO.
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Disregarded entities
Part I: entities that legally are the filer and file no return of their own.
-
LEGION WAY HOLDINGS LLC
OFFICE ADMINISTRATION · WA · income $170,769 · assets $44,377
Directly controlled by MORNINGSIDE
-
6TH AVENUE HOLDINGS LLC
OFFICE ADMINISTRATION · WA · income $200,014 · assets $6,105,560
Directly controlled by MORNINGSIDE
-
VALLEY STREET HOLDINGS LLC
OFFICE ADMINISTRATION · WA · income $33,008 · assets $31,553
Directly controlled by MORNINGSIDE
-
MOORE STREET HOLDINGS LLC
TRAINING · WA · income $4,353 · assets $11,158
Directly controlled by MORNINGSIDE
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
BUSINESS CENTER OWNERS ASSOCIATION
C · BUSINESS CONDOMINIUM OWNERS · WA · 60% owned · share of income $70,911 · share of assets $339,995 · controlled entity
Directly controlled by MORNINGSIDE
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 5 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202423119349303057
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