Morningside EIN 91-0757099

Morningside FY2023 filing

EIN  91-0757099 Public charity (501(c)(3)) Olympia, WA Founded 1963
Form 990 (PDF)
You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2024) →
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Verified accurate 8/14/26 · see original filing: IRS
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Size
$1–10M
What they do
Helps people with disabilities find jobs and offers ongoing workplace support.
Leadership
Jonathan Pleger · President/CEO · $148K
Money in and out
$9.1M revenue, $8.1M expenses
Bottom line
80% program efficiency

Helps people with disabilities find jobs and offers ongoing workplace support. For fiscal year 2023 it reported $9.1M in revenue, $8.1M in expenses, and $7.0M in net assets.Pt I

Where the money goes · FY2023
Total revenue
$9.1M
Pt VIII · Ln 12
Total expenses
$8.1M
Pt IX · Ln 25
Net assets
$7.0M
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): $1.0M
Where spending went · Part IX cols B–D
Program services $0.80 Management & general $0.20
Program efficiency
80%
of spending reaches programs
Operating runway
2.3mo
months of highly liquid reserves at operating expense rate
Surplus margin
+11%
revenue over expenses, this year

Summary of the Filing

Part I · fiscal year 2023 · Form 990
Revenue
$9.1M
FY2023▲ +23%
Expenses
$8.1M
FY2023▼ -3%
Total assets
$11.0M
FY2023▲ +32%
Total liabilities
$4.1M
FY2023▲ +65%
Total revenue
$9.1M
Pt VIII · Ln 12
Total expenses
$8.1M
Pt IX · Ln 25
Net assets
$7.0M
Pt X · Ln 32
Revenue less expensesPt I · Ln 19$1.0M
Total assetsPt X · Ln 16$11.0M
Program-expense ratioPt IX · col B80%
Voting members of governing bodyPt I · Ln 312
Independent voting membersPt I · Ln 412
Mission & Programs · Part III

Where the work happens

3 program services account for $5.8M of program spending, described in the organization's own filed words · FY2023.
01

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.

$4.6Mprogram expense
02

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.

$605Kprogram expense
03

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.

$573Kprogram expense

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Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CMorningside
EINHdr · item D91-0757099
Principal addressHdr · item COlympia, WA
WebsiteHdr · item Jwww.morningsideservices.com
Year of formationHdr · item L1963
State of legal domicileHdr · item MWA
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFEmployment (J30Z)
Ruling yearIRS BMFAug 1964

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a12
Independent voting membersPt VI · Ln 1b12
Conflict-of-interest policyPt VI · Ln 12aYes
Whistleblower policyPt VI · Ln 13Yes
Document retention policyPt VI · Ln 14Yes
CEO/top-official compensation independently reviewedPt VI · Ln 15aYes
Family or business relationships among officers/directorsPt VI · Ln 2No

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation
President/CEO
$147,820Pt VII · Sec A
CFO, Then COO
$121,013Pt VII · Sec A
$110,679Pt VII · Sec A
Secretary/Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Jonathan Pleger’s $153K as President/CEO is at the 66th percentile of top reported officer pay among 1236 $1–10M employment nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 4 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Jonathan Pleger$152,657$147,820$137,414$129,213$126,480
Jaime Britton$132,397$121,013$103,524$91,167
Donald Hayden$117,197$110,679$103,417
Michael Collins$73,359

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Statement of Revenue

Part VIII
Program service revenue$8.0M · 88%
Contributions & grants$547K · 6%
Investment income$318K · 3%
Other revenue$254K · 3%
Program service revenue88%$8.0M
Contributions & grants6%$547K
Investment income3%$318K
Other revenue3%$254K
Total revenueLn 12$9.1M

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.80 Management & general $0.20
Program services80%$6.5M
Management & general20%$1.6M
Total functional expensesLn 25$8.1M

Balance Sheet

Part X · end of year
CashLn 1$1.4M
Total assetsLn 16$11.0M
Total liabilitiesLn 26$4.1M
Total net assetsLn 32$7.0M
Months of cash on handcomputed2.0

Financial Metrics

Form 990 · FY2023 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $1.6M · Operating expenses/yr $8.1M
2.3 months
Where the money goes
Program services
Program services $6.5M · Total expenses $8.1M
80%
Management & General
Management & general $1.6M · Total expenses $8.1M
20%
Fundraising
Fundraising $0 · Total expenses $8.1M
0%
Cost to raise $1
Fundraising expense (3-yr avg) $25K · Solicited contributions (3-yr avg) $280K
$0.09 to raise $1 (3-yr avg)
Where the money comes from
Contribution dependence
Contributions & grants $547K · Total revenue $9.1M
6%
Government reliance
Government grants — · Total revenue $9.1M
Earned-income share
Program service revenue $8.0M · Total revenue $9.1M
88%
Investment reliance
Investment income $318K · Total revenue $9.1M
+3%
Program self-sufficiency
Program service revenue $8.0M · Total expenses $8.1M
99%
Growth & trend
Revenue growth (YoY)
This year $9.1M · Prior year $7.4M
+23%
Net-asset trend (YoY)
End of year $7.0M · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $9.1M · Expenses $8.1M
+11%
Liabilities-to-Assets
Total liabilities — · Total assets $11.0M
Net-asset ratio
Net assets $7.0M · Total assets $11.0M
63%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) — · Other securities (Pt X, ln 12) $211K · Total assets (Pt X, ln 16) $11.0M
2%
People & payroll
Highest Reported Total Compensation
Individual Jonathan Pleger · Reported title PRESIDENT/CEO · Highest reported compensation $148K · Total expenses $8.1M
2%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $6.8M · Total expenses $8.1M
84%
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 80%
Overhead ratio 20%
Fundraising cost ratio 0%
Revenue growth 23%
Accounting fee ratio 0%

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Grants

Schedule I · funders on record
Grants received · FY2025
Total grants receivedfrom 1 funder$10K

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2024 (Latest)$9.0M revenue · ⤓ 990 PDF
FY2023$9.1M revenue · viewing · ⤓ 990 PDF
FY2022$7.4M revenue · ⤓ 990 PDF
FY2021$6.6M revenue · ⤓ 990 PDF
FY2020$6.7M revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2023IRS
Classification, formation year, addressIRS Business Master File
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