Robert & Mary Lou Morgado Charitable Trust
Only null% goes to programs Strong reserves Growing revenue
Robert & Mary Lou Morgado Charitable Trust is a 501(c)(3) organization based in New York, New York, registered in 1996, with $545,152 in FY2023 revenue. CharityIndex grades it C+.
Co Tag Assoc 810 Seventh Ave 700, New York, NY, 10019 EIN 13-7072672 Since 1996
Revenue (FY2023)
$545K
▼ 87.9% vs prior year
Philanthropy median: $168K
Expenses (FY2023)
$445K
Net assets
$8.4M
Employees
—
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
C+
—Program efficiency40% of the ratingNo expense breakdown in filings
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for Robert & Mary Lou Morgado Charitable Trust— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
B+Financial health25% of the rating226 mo reserves · +18% margin
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Robert & Mary Lou Morgado Charitable Trust: 226 mo reserves · +18% margin earns a B+ on this criterion. See the exact thresholds →
—Governance25% of the ratingNot reported in this filing type
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for Robert & Mary Lou Morgado Charitable Trust— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
DTransparency10% of the rating1 of 5 disclosure signals
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Robert & Mary Lou Morgado Charitable Trust: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Contact & location
- Address
- Co Tag Assoc 810 Seventh Ave 700, New York, NY, 10019
- City
- New York
- State
- New York
- Subcategory
- Private Foundations
Financial trends
Revenue declined from $1.1M (FY2013) to $545K (FY2023) across 10 reported years.
Financial snapshot
Financial health & position (FY2023)
Liabilities $112KNet assets $8.4M
Operating margin
18.4%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$8.5M
Total liabilities
$112K
Net assets
$8.4M
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2023 | $545,152▼87.9% | $445,111▲23.4% | $8,387,250▲1.2% | $8,499,554▲1.2% | 990PF |
| 2022 | $4,514,165▲1215% | $360,778▼6.0% | $8,287,209▲100% | $8,399,513▲97.8% | 990PF |
| 2021 | $343,157▲41.7% | $383,726▲13.7% | $4,133,822▼1.0% | $4,246,126▼0.9% | 990PF |
| 2020 | $242,163▲1342% | $337,442▼31.8% | $4,174,391▼2.3% | $4,286,695▼2.2% | 990PF |
| 2019 | -$19,503▼104% | $495,051▼3.8% | $4,272,144▼10.6% | $4,384,448▼10.4% | 990PF |
| 2018 | $496,397▲519% | $514,348▼6.9% | $4,780,421▼0.4% | $4,892,725▼2.6% | 990PF |
| 2017 | $80,175▼72.1% | $552,590▲26.5% | $4,798,376▼9.0% | $5,023,368▼8.6% | 990PF |
| 2016 | $287,814▲47.2% | $436,884▲9.4% | $5,270,801▼1.5% | $5,495,793▼1.6% | 990PF |
| 2014 | $195,480▼83.0% | $399,270▲64.7% | $5,351,624▼4.4% | $5,587,478▼5.6% | 990PF |
| 2013 | $1,147,920 | $242,356 | $5,597,421 | $5,918,624 | 990PF |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
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Frequently asked questions
- Is Robert & Mary Lou Morgado Charitable Trust a legitimate nonprofit?
- Yes. Robert & Mary Lou Morgado Charitable Trust is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 13-7072672, based in New York, New York. Donations are tax-deductible.
- What is Robert & Mary Lou Morgado Charitable Trust's EIN?
- Robert & Mary Lou Morgado Charitable Trust's Employer Identification Number (EIN) is 13-7072672.
- How much revenue does Robert & Mary Lou Morgado Charitable Trust report?
- Robert & Mary Lou Morgado Charitable Trust reported $545,152 in total revenue on its fiscal year 2023 IRS Form 990 filing.
- What financial grade does Robert & Mary Lou Morgado Charitable Trust have?
- CharityIndex grades Robert & Mary Lou Morgado Charitable Trust C+, based on financial health (reserves and operating margin).
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Data for Robert & Mary Lou Morgado Charitable Trust (EIN 13-7072672) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.