Morgans Caring Connection Inc
Nonprofit profile at a glance
- EIN
- 991496531
- IRS 990 coverage
- 2025–2025
- Forms available
- Form 990 2025, Form 990-N 2024
- Location
- Verona, WI, USA
- Phone
- 6089991474
- Rating
- 49
- Verdict
- MIXED
- Rating confidence
- Moderate
- Sector
- Developmentally Disabled Centers
Reported finances
- Revenue
- $242,627
- Expenses
- $238,239
- Assets
- $96,552
- Liabilities
- $39
Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.
Leadership & pay
8 people listed
Executive titles in this filing
- CHRISTINA KING (Board President)
- JANIS STRUTT (Co-Founder & Executive Director)
Highest reported compensation
- JANIS STRUTT (Co-Founder & Executive Director): $57,711 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Our Mission: Empowering Families. Securing Futures. Providing Peace of Mind.Our Vision: A world where every family raising a special needs dependent has access to essential planning, lifelong security, and lasting peace of mind.
What it reported doing in 2025
Revenue is generated through fundraising events, individual donations, corporate sponsorships, giveback initiatives, and limited grant funding, supporting programs that provide estate planning resources, education, and financial assistance to families with special needs dependents.
Operating model
- Revenue model
- Donor-supported. 97% of the money available for current operations came from contributions and gifts.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
- Includes noncash contributions: Reported contributions include donated property or goods.
The verdict
MIXED - The filed numbers largely add up. A relatively small share of available resources goes toward mission work and a relatively small share of voting board members are independent.
Rating breakdown
- Financial Efficiency: 44
- Transparency & Controls: 89
- Accountability: 16
- Sustainability: 33
- Growth: NotEnoughData
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 47%; rating input score 47
- Program expense ratio: 47.9%; rating input score 48
- Fundraising efficiency: $3.32 raised per $1 spent on fundraising; rating input score 14; 14th percentile among comparable filings
Transparency & Controls
- Consistency checks: 85.7%; rating input score 86; 3rd percentile among comparable filings
- Pay-setting controls: Limited
- Foreign activity oversight: Limited
- Grant itemization coverage: Limited
- Major donor itemization: Yes; rating input score 100
- Related-party transparency: Limited
Accountability
- Independent voting board: 0%; rating input score 0; 8th percentile among comparable filings
- Governance controls: 3 of 8 controls in place; rating input score 38
- Conflict-of-interest policy: Fail
- Whistleblower policy: Pass
- Document-retention policy: Pass
- CEO compensation review process: Fail
- Other executive compensation review process: NotApplicable
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Fail
- Audit committee oversight: Fail
- Independent financial-statement audit: Fail
Sustainability
- Operating margin: 1.8%; rating input score 40; 40th percentile among comparable filings
- Total-asset coverage ratio: 0.41; rating input score 21; 21st percentile among comparable filings
- Liabilities to assets ratio: 0; rating input score 52; 52nd percentile among comparable filings
- Officer compensation ratio: 24.2%; rating input score 15; 15th percentile among comparable filings
Growth
- Program expense growth: Limited
- Revenue growth: Limited
- Asset growth: Limited
Details
- Where the money goes: 47% of revenue deployed · 47.9% of spending went to programs
- Governance: 0 of 8 board members independent · 3 of 8 filing controls reported
- Programs: 1 filed program accomplishment
- Leadership: top reported pay $58K · 8 people listed
- Consistency: 25 of 28 current checks pass · 3 findings to review
- Schedules: 5 filed schedules · includes major donors
- Contacts: How to reach this organization
- Money network: 1 filed money-flow record
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- Moderate — Financial Efficiency: Mission deployment rate scored 47/100.
- High — Accountability: Independent voting board scored 0/100.
- Moderate — Financial Efficiency: Program expense ratio scored 48/100.
- Moderate — Accountability: Governance controls: 5 of 8 not reported.
- High — Financial Efficiency: Fundraising efficiency scored 14/100.
- Moderate — Sustainability: Operating margin scored 40/100.
- High — Sustainability: Total-asset coverage ratio scored 21/100.
- Moderate — Transparency & Controls: Schedule A contributions reconciliation did not reconcile in the filed values.
- Moderate — Transparency & Controls: Schedule D other liabilities reconciliation did not reconcile in the filed values.
- Review — Transparency & Controls: Schedule G fundraiser detail did not reconcile in the filed values.
- High — Sustainability: Officer compensation ratio scored 15/100.
- Review — Sustainability: Liabilities to assets ratio scored 52/100.