Morningside
Nonprofit profile at a glance
- EIN
- 910757099
- IRS 990 coverage
- 2010–2024
- Forms available
- Form 990 2024
- Location
- Olympia, WA, USA
- Phone
- 3609430512
- Rating
- 79
- Verdict
- SUPPORTED
- Rating confidence
- Standard
- Sector
- Vocational Rehabilitation
Reported finances
- Revenue
- $9,038,773
- Expenses
- $8,994,847
- Assets
- $18,491,426
- Liabilities
- $9,959,615
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
14 people listed
Executive titles in this filing
- JONATHAN PLEGER (PRESIDENT/CEO)
Highest reported compensation
- JONATHAN PLEGER (PRESIDENT/CEO): $173,855 total reported compensation
- JAIME BRITTON (COO): $147,574 total reported compensation
- DONALD HAYDEN (CIO): $136,005 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Morningside provides the training, coaching, and employment services that build the self-sufficiency and self-esteem of people with disabilities.
What it reported doing in 2024
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 protectionprogram 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.
Operating model
- Revenue model
- Earned-program. 91% of the money available for current operations came from fees and other program revenue.
- 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.
The verdict
SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Some filing-based governance responses are negative or unanswered and expenses are high relative to revenue.
Rating breakdown
- Financial Efficiency: 76
- Transparency & Controls: 80
- Accountability: 86
- Sustainability: 43
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 75.6%; rating input score 76
- Program expense ratio: 75.8%; rating input score 76
- Fundraising efficiency: $48.25 raised per $1 spent on fundraising; rating input score 78; 78th percentile among comparable filings
Transparency & Controls
- Consistency checks: 92.9%; rating input score 93; 13th percentile among comparable filings
- Pay-setting controls: 3 of 6 controls in place; rating input score 50
- Compensation committee: Pass
- Independent consultant: Missing
- Other Form 990s reviewed: Pass
- Written employment contract: Missing
- Compensation survey or study: Missing
- Board or committee approval: Pass
- Foreign activity oversight: Limited
- Grant itemization coverage: Limited
- Major donor itemization: Yes; rating input score 100
- Related-party transparency: Limited
Accountability
- Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
- Governance controls: 6 of 9 controls in place; rating input score 67
- Conflict-of-interest policy: Pass
- Whistleblower policy: Pass
- Document-retention policy: Pass
- CEO compensation review process: Pass
- Other executive compensation review process: Pass
- Form 990 shared with the board: Fail
- Board meeting minutes documented: Pass
- Audit committee oversight: Missing
- Independent financial-statement audit: Fail
Sustainability
- Operating margin: 0.5%; rating input score 36; 36th percentile among comparable filings
- Total-asset coverage ratio: 2.06; rating input score 63; 63rd percentile among comparable filings
- Liabilities to assets ratio: 0.54; rating input score 19; 19th percentile among comparable filings
- Officer compensation ratio: 6%; rating input score 47; 47th percentile among comparable filings
Growth
- Program expense growth: 7.1% per year; rating input score 100; 51st percentile among comparable filings
- Revenue growth: 6.7% per year; rating input score 100; 52nd percentile among comparable filings
- Asset growth: 10.8% per year; rating input score 100; 61st percentile among comparable filings
Details
- Where the money goes: 75.6% of revenue deployed · 75.8% of spending went to programs
- Governance: 10 of 10 board members independent · 6 of 9 filing controls reported
- Programs: 4 filed program accomplishments · $6.8M in reported program spending
- Leadership: top reported pay $174K · 14 people listed · 3 of 6 pay-setting controls reported
- Highest-paid contractors: 1 contractor listed · $251K reported
- Consistency: 30 of 31 current checks pass · 1 finding to review
- Schedules: 6 filed schedules · includes major donors and executive pay
- Filing history: 14 filing years from 2010 to 2024
- Contacts: How to reach this organization
- Money network: 4 filed money-flow records
- Related organizations: 4 filed related-organization links
- 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.
- Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- Review — Accountability: Governance controls: 2 of 8 not reported.
- Moderate — Sustainability: Operating margin scored 36/100.
- Review — Transparency & Controls: Schedule R controlled transactions itemized did not reconcile in the filed values.
- High — Sustainability: Liabilities to assets ratio scored 19/100.
- Moderate — Sustainability: Officer compensation ratio scored 47/100.