Totals
- Total revenue
- $8,927,949
- Total expenses
- $9,113,630
- Contributions and grants received
- $633,255
- Grants paid
- $0
- Program service revenue
- $8,265,199
- Investment income
- $12,415
- Other revenue
- $17,080
- Total assets, end of year
- $21,933,736
- Total liabilities, end of year
- $8,607,853
- Net assets or fund balances, end of year
- $13,325,883
- Program services expenses (Part IX)
- $7,447,679
- Management and general expenses
- $1,152,347
- Fundraising expenses
- $513,604
- Program service expenses (Part III)
- $7,447,679
Program services were 81.7% 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.
-
1c · Fundraising events
$327,180
-
1f · All other contributions, gifts and grants
$306,075
-
1g · Noncash contributions included above
$64,059
-
2a · Program service revenue: TUITION AND FEES
total $7,384,749 · related or exempt $7,384,749
-
2b · Program service revenue: STUDENT TRANSPORTATION
total $781,747 · related or exempt $781,747
-
2c · Program service revenue: CONTRACTING
total $98,703 · related or exempt $98,703
-
3 · Investment income
total $12,415 · excluded $12,415
-
6a · Gross rents
real property $7,500
-
6b · Less rental expenses
real property $0
-
6c · Rental income or loss
real property $7,500
-
6d · Net rental income or loss
total $7,500 · unrelated business $7,500
-
8a · Fundraising events: gross income
$64,059
-
8a · Fundraising events: contributions included on line 1c
$327,180
-
8b · Fundraising events: direct expenses
$64,059
-
8c · Net income from fundraising events
total $0
-
11a · Other revenue: OTHER INCOME
total $3,711 · related or exempt $3,711
-
11b · Other revenue: WORKER'S COMP. REFUND
total $3,064 · related or exempt $3,064
-
11c · Other revenue: CREDIT CARD REWARDS
total $2,805 · related or exempt $2,805
-
11e · Other revenue, total
$9,580
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $292,569 · program services $236,423 · management and general $40,146 · fundraising $16,000
-
7 · Other salaries and wages
total $3,995,681 · program services $3,228,973 · management and general $548,216 · fundraising $218,492
-
8 · Pension plan contributions
total $110,362 · program services $89,062 · management and general $15,230 · fundraising $6,070
-
9 · Other employee benefits
total $765,199 · program services $617,515 · management and general $105,598 · fundraising $42,086
-
10 · Payroll taxes
total $345,049 · program services $278,454 · management and general $47,617 · fundraising $18,978
-
11c · Fees: accounting
total $39,164 · program services $31,606 · management and general $5,404 · fundraising $2,154
-
11g · Fees: other
total $579,663 · program services $306,139 · management and general $262,157 · fundraising $11,367
-
13 · Office expenses
total $65,845 · program services $54,039 · management and general $8,442 · fundraising $3,364
-
14 · Information technology
total $39,620 · program services $31,973 · management and general $5,468 · fundraising $2,179
-
16 · Occupancy
total $104,686 · program services $84,480 · management and general $14,446 · fundraising $5,760
-
20 · Interest
total $243,147 · program services $196,219 · management and general $33,555 · fundraising $13,373
-
22 · Depreciation, depletion and amortization
total $257,362 · program services $207,692 · management and general $35,515 · fundraising $14,155
-
23 · Insurance
total $47,878 · program services $38,637 · management and general $6,607 · fundraising $2,634
-
24a · Other expenses: THERAPISTS
total $1,032,540 · program services $1,032,540 · management and general $0 · fundraising $0
-
24b · Other expenses: STUDENT TRANSPORTATION
total $694,436 · program services $694,436 · management and general $0 · fundraising $0
-
24c · Other expenses: MAINTENANCE AND REPAIRS
total $142,420 · program services $114,934 · management and general $19,653 · fundraising $7,833
-
24d · Other expenses: PROGRAM SUPPLIES/EQUIPM
total $118,707 · program services $82,598 · management and general $0 · fundraising $36,109
-
24e · All other expenses
total $239,302 · program services $121,959 · management and general $4,293 · fundraising $113,050
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $5,345,987 · end of year $2,317,149
-
3 · Pledges and grants receivable
beginning of year $2,500 · end of year $0
-
4 · Accounts receivable
beginning of year $676,136 · end of year $779,105
-
9 · Prepaid expenses and deferred charges
beginning of year $144,439 · end of year $77,974
-
10a · Land, buildings and equipment: cost or other basis
$17,117,491
-
10b · Land, buildings and equipment: accumulated depreciation
$1,514,257
-
10c · Land, buildings and equipment, net
beginning of year $15,686,624 · end of year $15,603,234
-
12 · Investments: other securities
beginning of year $0 · end of year $3,112,018
-
15 · Other assets
beginning of year $79,538 · end of year $44,256
-
17 · Accounts payable and accrued expenses
beginning of year $436,650 · end of year $521,221
-
23 · Secured mortgages and notes payable
beginning of year $8,013,182 · end of year $8,086,632
-
27 · Net assets without donor restrictions
beginning of year $13,443,859 · end of year $13,112,230
-
28 · Net assets with donor restrictions
beginning of year $41,533 · end of year $213,653
Mission and programs · 2022
Mission
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.
Activities or mission (Part I)
TO HELP CHILDREN AND ADULTS WITH AUTISM OR OTHER DEVELOPMENTAL DISABILITIES MAXIMIZE THEIR POTENTIAL IN A DIGNIFIED, POSITIVE, AND LOVING ENVIRONMENT.
-
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.
Expenses $6,286,968 · Revenue $7,196,889
-
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.
Expenses $1,141,613 · Revenue $969,607
-
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.
Expenses $19,098 · Revenue $98,703
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Tom CaulfieldTOM CAULFIELD
BOARD CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Nena MontgomeryNENA MONTGOMERY
VICE CHAIR AND DEVELOPMENT
- Total calculated
- $0
- Hours/week
- 1
-
Christopher EscherCHRISTOPHER ESCHER
SECRETARY AND COMMUNICATIONS
- Total calculated
- $0
- Hours/week
- 1
-
Rickey GreenRICKEY GREEN
BOARD MEMBER/FINANCE COMMITTEE MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Greg FinnGREG FINN
BOARD MEMBER/INVESTMENT COMMITTEE
- Total calculated
- $0
- Hours/week
- 1
-
Ted MooreheadTED MOOREHEAD
BOARD MEMBER/RECRUITING COMMITTEE MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Jeffrey EatonJEFFREY EATON
BOARD MEMBER/FACILITIES COMMITTEE MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Debbie TextorDEBBIE TEXTOR
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Joe MoriartyJOE MORIARTY
BOARD MEMBER/FACILITIES COMMITTEE MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Stephanie GreySTEPHANIE GREY
BOARD MEMBER/FINANCE COMMITTEE MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Brad BoardmanBRAD BOARDMAN
EXECUTIVE DIRECTOR
- Total calculated
- $158,986
- From this org
- $158,986
- From related orgs
- $0
- Other
- $0
- Hours/week
- 32.5
Schedule J breakdown matched by us
- Base
- $157,486
- Bonus
- $1,500
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $158,986
-
Jonnetta QuesadaJONNETTA QUESADA
DIRECTOR OF FINANCE & BUSINESS
- Total calculated
- $104,630
- From this org
- $104,630
- From related orgs
- $0
- Other
- $0
- Hours/week
- 32.5
-
Sally HirdSALLY HIRD
DIRECTOR OF BUSINESS ADMINISTRATION
- Total calculated
- $103,329
- From this org
- $103,329
- From related orgs
- $0
- Other
- $0
- Hours/week
- 32.5
-
Mark NielsenMARK NIELSEN
PROGRAM DIRECTOR
- Total calculated
- $109,449
- From this org
- $109,449
- From related orgs
- $0
- Other
- $0
- Hours/week
- 32.5
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
- 3 · Approval by the board or compensation committee
- 4a · Severance or change-of-control payment
- 7 · Other non-fixed payments
Answered no
- 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
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- 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
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.
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 15 May 2024
- IRS schema version
- 2022v5.0
- Source object
- 202441369349315574
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