Code:Expenses $including grants of $Revenue $
Code:Expenses $including grants of $Revenue $
Code:Expenses $including grants of $Revenue $
Expenses $including grants of $Revenue $
132002 12-09-21
1
2
3
4
YesNo
YesNo
4a
4b
4c
4d
4e
Form 990 (2021)Page
Check if Schedule O contains a response or note to any line in this Part III
Briefly describe the organization's mission:
Did the organization undertake any significant program services during the year which were not listed on the
prior Form 990 or 990-EZ?
If "Yes," describe these new services on Schedule O.
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization cease conducting, or make significant changes in how it conducts, any program services?
If "Yes," describe these changes on Schedule O.
~~~~~~
Describe the organization's program service accomplishments for each of its three largest program services, as measured by expenses.
Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and
revenue, if any, for each program service reported.
() ()()
() ()()
() ()()
Other program services (Describe on Schedule O.)
()()
Total program service expenses |
Form(2021)
2
Statement of Program Service Accomplishments
Part III
990
THE MISSION OF MORGAN MEMORIAL GOODWILL INDUSTRIES (GOODWILL) IS TO
X
X
HELP INDIVIDUALS WITH BARRIERS TO SELF-SUFFICIENCY TO ACHIEVE
7,337,153.9,111,681.
MORGAN MEMORIAL GOODWILL INDUSTRIES INC.04-2106765
INDEPENDENCE AND DIGNITY THROUGH WORK. NOT CHARITY, BUT A CHANCE.
SEE SCHEDULE O: JOB TRAINING AND CAREER SERVICES
18,421,784.13,286,639.
SEE SCHEDULE O: RETAIL PROGRAM
25,758,937.
X
SEE SCHEDULE O FOR CONTINUATION(S)
2
17051109 153424 0164417-00042 2021.05000 MORGAN MEMORIAL GOODWILL 01644171
132003 12-09-21
YesNo
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
1
2
3
4
5
6
7
8
9
10
Section 501(c)(3) organizations.
a
b
c
d
e
f
a
b
11a
11b
11c
11d
11e
11f
12a
12b
13
14a
14b
15
16
17
18
19
20a
20b
21
a
b
20
21
a
b
If "Yes," complete Schedule A
Schedule B, Schedule of Contributors
If "Yes," complete Schedule C, Part I
If "Yes," complete Schedule C, Part II
If "Yes," complete Schedule C, Part III
If "Yes," complete Schedule D, Part I
If "Yes," complete Schedule D, Part II
If "Yes," complete
Schedule D, Part III
If "Yes," complete Schedule D, Part IV
If "Yes," complete Schedule D, Part V
If "Yes," complete Schedule D,
Part VI
If "Yes," complete Schedule D, Part VII
If "Yes," complete Schedule D, Part VIII
If "Yes," complete Schedule D, Part IX
If "Yes," complete Schedule D, Part X
If "Yes," complete Schedule D, Part X
If "Yes," complete
Schedule D, Parts XI and XII
If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional
If "Yes," complete Schedule E
If "Yes," complete Schedule F, Parts I and IV
If "Yes," complete Schedule F, Parts II and IV
If "Yes," complete Schedule F, Parts III and IV
If "Yes," complete Schedule G, Part I.
If "Yes," complete Schedule G, Part II
If "Yes,"
complete Schedule G, Part III
If "Yes," complete Schedule H
If "Yes," complete Schedule I, Parts I and II
Form 990 (2021)Page
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Is the organization required to complete ? See instructions
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for
public office?
~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization engage in lobbying activities, or have a section 501(h) election in effect
during the tax year?
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or
similar amounts as defined in Rev. Proc. 98-19?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to
provide advice on the distribution or investment of amounts in such funds or accounts?
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures?
Did the organization maintain collections of works of art, historical treasures, or other similar assets?
~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization report an amount in Part X, line 21, for escrow or custodial account liability, serve as a custodian for
amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services?
Did the organization, directly or through a related organization, hold assets in donor-restricted endowments
or in quasi endowments?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
If the organization's answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X,
as applicable.
Did the organization report an amount for land, buildings, and equipment in Part X, line 10?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization report an amount for investments - other securities in Part X, line 12, that is 5% or more of its total
assets reported in Part X, line 16?
Did the organization report an amount for investments - program related in Part X, line 13, that is 5% or more of its total
assets reported in Part X, line 16?
~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization report an amount for other assets in Part X, line 15, that is 5% or more of its total assets reported in
Part X, line 16?
Did the organization report an amount for other liabilities in Part X, line 25?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~
Did the organization's separate or consolidated financial statements for the tax year include a footnote that addresses
the organization's liability for uncertain tax positions under FIN 48 (ASC 740)?
Did the organization obtain separate, independent audited financial statements for the tax year?
~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Was the organization included in consolidated, independent audited financial statements for the tax year?
~~~~~
Is the organization a school described in section 170(b)(1)(A)(ii)?
Did the organization maintain an office, employees, or agents outside of the United States?
~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business,
investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000
or more?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any
foreign organization?
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to
or for foreign individuals?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX,
column (A), lines 6 and 11e? See instructions~~~~~~~~~~~~~~~~~~~~
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines
1c and 8a? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization operate one or more hospital facilities? ~~~~~~~~~~~~~~~~~
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?~~~~~~~~~~
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or
domestic government on Part IX, column (A), line 1?
~~~~~~~~~~~~~~
Form (2021)
3
Part IV
Checklist of Required Schedules
990
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
MORGAN MEMORIAL GOODWILL INDUSTRIES INC.04-2106765
3
17051109 153424 0164417-00042 2021.05000 MORGAN MEMORIAL GOODWILL 01644171
132004 12-09-21
YesNo
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
22
23
24a
24b
24c
24d
25a
25b
26
27
28a
28b
28c
29
30
31
32
33
34
35a
35b
36
37
38
a
b
c
d
a
b
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations.
a
b
c
a
b
Section 501(c)(3) organizations.
Note:
YesNo
1a
b
c
1a
1b
1c
(continued)
If "Yes," complete Schedule I, Parts I and III
If "Yes," complete
Schedule J
If "Yes," answer lines 24b through 24d and complete
Schedule K. If "No," go to line 25a
If "Yes," complete Schedule L, Part I
If "Yes," complete
Schedule L, Part I
If "Yes," complete Schedule L, Part II
If "Yes," complete Schedule L, Part III
If
"Yes," complete Schedule L, Part IV
If "Yes," complete Schedule L, Part IV
If
"Yes," complete Schedule L, Part IV
If "Yes," complete Schedule M
If "Yes," complete Schedule M
If "Yes," complete Schedule N, Part I
If "Yes," complete
Schedule N, Part II
If "Yes," complete Schedule R, Part I
If "Yes," complete Schedule R, Part II, III, or IV, and
Part V, line 1
If "Yes," complete Schedule R, Part V, line 2
If "Yes," complete Schedule R, Part V, line 2
If "Yes," complete Schedule R, Part VI
Form 990 (2021)Page
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on
Part IX, column (A), line 2? ~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5, about compensation of the organization's current
and former officers, directors, trustees, key employees, and highest compensated employees?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the
last day of the year, that was issued after December 31, 2002?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?
Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease
any tax-exempt bonds?
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?
~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~
Did the organization engage in an excess benefit
transaction with a disqualified person during the year?
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and
that the transaction has not been reported on any of the organization's prior Forms 990 or 990-EZ?
~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization report any amount on Part X, line 5 or 22, for receivables from or payables to any current
or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35%
controlled entity or family member of any of these persons?~~~~~~~~~~~~~
Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee,
creator or founder, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled
entity (including an employee thereof) or family member of any of these persons? ~~~
Was the organization a party to a business transaction with one of the following parties (see the Schedule L, Part IV,
instructions for applicable filing thresholds, conditions, and exceptions):
A current or former officer, director, trustee, key employee, creator or founder, or substantial contributor?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
A family member of any individual described in line 28a?
A 35% controlled entity of one or more individuals and/or organizations described in line 28a or 28b?
~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization receive more than $25,000 in non-cash contributions?
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation
contributions?
~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization liquidate, terminate, or dissolve and cease operations?
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets?
~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations
sections 301.7701-2 and 301.7701-3?
Was the organization related to any tax-exempt or taxable entity?
~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
If "Yes" to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity
within the meaning of section 512(b)(13)?
~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~
Did the organization make any transfers to an exempt non-charitable related organization?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization conduct more than 5% of its activities through an entity that is not a related organization
and that is treated as a partnership for federal income tax purposes? ~~~~~~~~
Did the organization complete Schedule O and provide explanations on Schedule O for Part VI, lines 11b and 19?
All Form 990 filers are required to complete Schedule O
Check if Schedule O contains a response or note to any line in this Part V
Enter the number reported in box 3 of Form 1096. Enter -0- if not applicable~~~~~~~~~~~
Enter the number of Forms W-2G included on line 1a. Enter -0- if not applicable~~~~~~~~~~
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming
(gambling) winnings to prize winners?
Form (2021)
4
Part IV
Checklist of Required Schedules
Part V
Statements Regarding Other IRS Filings and Tax Compliance
990
X
X
X
X
X
X
X
X
X
X
X
X
MORGAN MEMORIAL GOODWILL INDUSTRIES INC.04-2106765
56
0
X
X
X
X
X
X
X
X
X
X
4
17051109 153424 0164417-00042 2021.05000 MORGAN MEMORIAL GOODWILL 01644171
132005 12-09-21
YesNo
2
3
4
5
6
7
a
b
2a
Note:
2b
3a
3b
4a
5a
5b
5c
6a
6b
7a
7b
7c
7e
7f
7g
7h
8
9a
9b
a
b
a
b
a
b
c
a
b
Organizations that may receive deductible contributions under section 170(c).
a
b
c
d
e
f
g
h
7d
8
9
10
11
12
13
14
15
16
17
Sponsoring organizations maintaining donor advised funds.
Sponsoring organizations maintaining donor advised funds.
a
b
Section 501(c)(7) organizations.
a
b
10a
10b
Section 501(c)(12) organizations.
a
b
11a
11b
a
b
Section 4947(a)(1) non-exempt charitable trusts. 12a
12b
Section 501(c)(29) qualified nonprofit health insurance issuers.
Note:
a
b
c
a
b
13a
13b
13c
14a
14b
15
16
17
Section 501(c)(21) organizations.
~~~~~~~~~~~~~~
(continued)
e-file.
If "No" to line 3b, provide an explanation on Schedule O
If "No," provide an explanation on Schedule O
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?
Form (2021)
Form 990 (2021)Page
Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax Statements,
filed for the calendar year ending with or within the year covered by this return~~~~~~~~~~
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
If the sum of lines 1a and 2a is greater than 250, you may be required to See instructions.
~~~~~~~~~~
~~~~~~~~~~~
Did the organization have unrelated business gross income of $1,000 or more during the year?
If "Yes," has it filed a Form 990-T for this year?
~~~~~~~~~~~~~~
~~~~~~~~~~
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a
financial account in a foreign country (such as a bank account, securities account, or other financial account)?~~~~~~~
If "Yes," enter the name of the foreign country
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
~~~~~~~~~~~~
~~~~~~~~~
If "Yes" to line 5a or 5b, did the organization file Form 8886-T?~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit
any contributions that were not tax deductible as charitable contributions?
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts
were not tax deductible?
~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
If "Yes," did the organization notify the donor of the value of the goods or services provided?
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required
to file Form 8282?
~~~~~~~~~~~~~~~
If "Yes," indicate the number of Forms 8282 filed during the year
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
~~~~~~~~~~~~~~~~
~~~~~~~
~~~~~~~~~
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?
~
Did a donor advised fund maintained by the
sponsoring organization have excess business holdings at any time during the year?~~~~~~~~~~~~~~~~~~~
Did the sponsoring organization make any taxable distributions under section 4966?
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?
~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~
Enter:
Initiation fees and capital contributions included on Part VIII, line 12
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
~~~~~~~~~~~~~~~
~~~~~~
Enter:
Gross income from members or shareholders
Gross income from other sources. (Do not net amounts due or paid to other sources against
amounts due or received from them.)
~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Is the organization filing Form 990 in lieu of Form 1041?
If "Yes," enter the amount of tax-exempt interest received or accrued during the year
Is the organization licensed to issue qualified health plans in more than one state?
See the instructions for additional information the organization must report on Schedule O.
~~~~~~~~~~~~~~~~~~~~~
Enter the amount of reserves the organization is required to maintain by the states in which the
organization is licensed to issue qualified health plans
Enter the amount of reserves on hand
~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization receive any payments for indoor tanning services during the tax year?
If "Yes," has it filed a Form 720 to report these payments?
~~~~~~~~~~~~~~~~
~~~~~~~~~
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment(s) during the year?
If "Yes," see the instructions and file Form 4720, Schedule N.
Is the organization an educational institution subject to the section 4968 excise tax on net investment income?
If "Yes," complete Form 4720, Schedule O.
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~
Did the trust, any disqualified person, or mine operator engage in any
activities that would result in the imposition of an excise tax under section 4951, 4952 or 4953?
If "Yes," complete Form 6069.
5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
990
J
X
X
X
X
X
X
X
X
X
X
X
X
X
557
MORGAN MEMORIAL GOODWILL INDUSTRIES INC.04-2106765
X
5
17051109 153424 0164417-00042 2021.05000 MORGAN MEMORIAL GOODWILL 01644171
132006 12-09-21
YesNo
1a
1b
1
2
3
4
5
6
7
8
9
a
b
2
3
4
5
6
7a
7b
8a
8b
9
a
b
a
b
YesNo
10
11
a
b
10a
10b
11a
12a
12b
12c
13
14
15a
15b
16a
16b
a
b
12a
b
c
13
14
15
a
b
16a
b
17
18
19
20
For each "Yes" response to lines 2 through 7b below, and for a "No" response
to line 8a, 8b, or 10b below, describe the circumstances, processes, or changes on Schedule O. See instructions.
If "Yes," provide the names and addresses on Schedule O
(This Section B requests information about policies not required by the Internal Revenue Code.)
If "No," go to line 13
If "Yes," describe
on Schedule O how this was done
(explain on Schedule O)
If there are material differences in voting rights among members of the governing body, or if the governing
body delegated broad authority to an executive committee or similar committee, explain on Schedule O.
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts?
Form (2021)
Form 990 (2021)Page
Check if Schedule O contains a response or note to any line in this Part VI
Enter the number of voting members of the governing body at the end of the tax year
Enter the number of voting members included on line 1a, above, who are independent
~~~~~~
~~~~~~
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other
officer, director, trustee, or key employee?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization delegate control over management duties customarily performed by or under the direct supervision
of officers, directors, trustees, or key employees to a management company or other person?
~~~~~~~~~~~~~~~
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed?
Did the organization become aware during the year of a significant diversion of the organization's assets?
Did the organization have members or stockholders?
~~~~~
~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or
more members of the governing body?
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or
persons other than the governing body?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
The governing body?
Each committee with authority to act on behalf of the governing body?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the
organization's mailing address?
Did the organization have local chapters, branches, or affiliates?
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates,
and branches to ensure their operations are consistent with the organization's exempt purposes?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form?
Describe on Schedule O the process, if any, used by the organization to review this Form 990.
Did the organization have a written conflict of interest policy? ~~~~~~~~~~~~~~~~~~~~~
~~~~~~
Did the organization regularly and consistently monitor and enforce compliance with the policy?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization have a written whistleblower policy?
Did the organization have a written document retention and destruction policy?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~
Did the process for determining compensation of the following persons include a review and approval by independent
persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
The organization's CEO, Executive Director, or top management official
Other officers or key employees of the organization
If "Yes" to line 15a or 15b, describe the process on Schedule O. See instructions.
~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a
taxable entity during the year?~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation
in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization's
exempt status with respect to such arrangements?
List the states with which a copy of this Form 990 is required to be filed
Section 6104 requires an organization to make its Forms 1023 (1024 or 1024-A, if applicable), 990, and 990-T (section 501(c)(3)s only) available
for public inspection. Indicate how you made these available. Check all that apply.
Own websiteAnother's websiteUpon requestOther
Describe on Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial
statements available to the public during the tax year.
State the name, address, and telephone number of the person who possesses the organization's books and records |
6
Part VI
Governance, Management, and Disclosure.
Section A. Governing Body and Management
Section B. Policies
Section C. Disclosure
990
J
11
10
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
LAUREL FORD - 617-541-1287
1010 HARRISON AVENUE, BOSTON, MA 02119
XX
MORGAN MEMORIAL GOODWILL INDUSTRIES INC.04-2106765
X
CA,CT,FL,ME,MD,MA,NH,NY,NC,OH,PA,RI
X
6
17051109 153424 0164417-00042 2021.05000 MORGAN MEMORIAL GOODWILL 01644171
Individual trustee or director
Institutional trustee
Officer
Key employee
Highest compensated
employee
Former
(do not check more than one
box, unless person is both an
officer and a director/trustee)
132007 12-09-21
current
Section A.Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a
current
current
former
former directors or trustees
(A)(B)(C)(D)(E)(F)
able compensation (box 5 of Form W-2, Form 1099-MISC, and/or box 1 of Form 1099-NEC) of more than $100,000 from the organization and any related organizations.
Form 990 (2021)Page
Check if Schedule O contains a response or note to any line in this Part VII
Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization's tax year.
¥ List all of the organization's officers, directors, trustees (whether individuals or organizations), regardless of amount of compensation.
Enter -0- in columns (D), (E), and (F) if no compensation was paid.
¥ List all of the organization's key employees, if any. See the instructions for definition of "key employee."
¥ List the organization's five highest compensated employees (other than an officer, director, trustee, or key employee) who received report-
¥ List all of the organization's officers, key employees, and highest compensated employees who received more than $100,000 of
reportable compensation from the organization and any related organizations.
¥ List all of the organization's that received, in the capacity as a former director or trustee of the organization,
more than $10,000 of reportable compensation from the organization and any related organizations.
See the instructions for the order in which to list the persons above.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
Position
Name and titleAverage
hours per
week
(list any
hours for
related
organizations
below
line)
Reportable
compensation
from
the
organization
(W-2/1099-MISC/
1099-NEC)
Reportable
compensation
from related
organizations
(W-2/1099-MISC/
1099-NEC)
Estimated
amount of
other
compensation
from the
organization
and related
organizations
Form(2021)
7
Part VII
Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated
Employees, and Independent Contractors
990
(1) JOANNE K. HILFERTY
PRESIDENT & CEO
(2) ALEXANDER MACNEIL
(3) HEATHER KENNEY
(4) LAUREL FORD
(5) ADAM DOSSAS
(6) ROBERT STACKPOLE
(7) JAMES HARDER
(8) VALERIE SIBLEY
(9) LAURIE GALLAGHER
(10) SALLY MASON BOEMER
(11) LINDA WILLIAMS
(12) NANCY AUBREY
(13) DAVID ORR JR.
(14) PAUL ANDREW
(15) KAREN COPPLOA
(16) JOHN DOUCETTE
(17) PAUL FRANCISCO
VP OF OPERATIONS
VP HR & ADMINISTRATION
VP OF FINANCE & CFO
DIRECTOR OF DONATIONS & OUTREACH
DIRECTOR OF IT
DIRECTOR OF COMMUNICATIONS
CONTROLLER
DIRECTOR OF MARKETING
CHAIR
VICE CHAIR
TREASURER
CLERK
BOARD MEMBER
BOARD MEMBER
BOARD MEMBER
BOARD MEMBER
39.75
40.00
40.00
40.00
40.00
40.00
40.00
40.00
40.00
2.75
1.75
2.75
2.75
1.75
1.75
1.75
1.75
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
609,532.
261,481.
204,313.
205,586.
123,598.
129,115.
110,431.
118,465.
110,341.
0.
0.
0.
0.
0.
0.
0.
0.
0.
0.
0.
0.
0.
0.
0.
0.
0.
0.
0.
0.
0.
0.
0.
0.
0.
16,185.
35,343.
37,110.
14,322.
32,545.
24,449.
33,348.
17,022.
7,037.
0.
0.
0.
0.
0.
0.
0.
0.
MORGAN MEMORIAL GOODWILL INDUSTRIES INC.04-2106765
0.25
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.25
0.25
0.25
0.25
0.25
0.25
0.25
0.25
7
17051109 153424 0164417-00042 2021.05000 MORGAN MEMORIAL GOODWILL 01644171
Former
Individual trustee or director
Institutional trustee
Officer
Highest compensated
employee
Key employee
(do not check more than one
box, unless person is both an
officer and a director/trustee)
132008 12-09-21
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
(B)(C)
(A)(D)(E)(F)
1b
c
d
Subtotal
Total from continuation sheets to Part VII, Section A
Total (add lines 1b and 1c)
2
YesNo
3
4
5
former
3
4
5
Section B. Independent Contractors
1
(A)(B)(C)
2
(continued)
If "Yes," complete Schedule J for such individual
If "Yes," complete Schedule J for such individual
If "Yes," complete Schedule J for such person
Page
Form 990 (2021)
Position
Average
hours per
week
(list any
hours for
related
organizations
below
line)
Name and titleReportable
compensation
from
the
organization
(W-2/1099-MISC/
1099-NEC)
Reportable
compensation
from related
organizations
(W-2/1099-MISC/
1099-NEC)
Estimated
amount of
other
compensation
from the
organization
and related
organizations
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~|
~~~~~~~~~~|
|
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable
compensation from the organization|
Did the organization list any officer, director, trustee, key employee, or highest compensated employee on
line 1a? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization
and related organizations greater than $150,000? ~~~~~~~~~~~~~
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services
rendered to the organization?
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from
the organization. Report compensation for the calendar year ending with or within the organization's tax year.
Name and business addressDescription of servicesCompensation
Total number of independent contractors (including but not limited to those listed above) who received more than
$100,000 of compensation from the organization|
Form (2021)
8
Part VII
990
(18) MARIA HARRIS
BOARD MEMBER
1.75
X0.0.0.
(19) E.J. LANDRY
BOARD MEMBER (THRU 01/22)
1.75
X0.0.0.
(20) KATHLEEN MURPHY
BOARD MEMBER
1.75
X0.0.0.
1,872,862.0.217,361.
0.0.0.
0.25
0.25
0.25
23 UNION STREET, EASTHAMPTON, MA 01027
WEST BRIDGEWATER, MA 02379
33 BADGERS ISLAND WEST, KITTERY, ME 03904
BRIDGEWATER, MA 02379
320-A CHARGER STREET, REVERE, MA 02151
11
16
1,872,862.0.217,361.
X
MORGAN MEMORIAL GOODWILL INDUSTRIES INC.
X
X
04-2106765
FIVE STAR BUILDING CORP
M&M TRANSPORTATION, 643 MANLEY STREET,
GREENPAGES INC
BOSTON TRAILER, 635 MANLEY STREET, WEST
REPUBLIC SERVICES
CONSTRUCTION
TRANSPORTATION
IT SUPPORT
TRAILER LEASING
TRASH REMOVAL
746,265.
552,955.
513,220.
377,848.
376,717.
8
17051109 153424 0164417-00042 2021.05000 MORGAN MEMORIAL GOODWILL 01644171
Noncash contributions included in lines 1a-1f
132009 12-09-21
Business Code
Business Code
Total revenue.
(A)(B)(C)(D)
1a
b
c
d
e
f
1
1
1
1
1
1
1
a
b
c
d
e
f
g g
Contributions, Gifts, Grants
and Other Similar Amounts
hTotal.
a
b
c
d
e
f
g
2
Program Service
Revenue
Total.
3
4
5
6a
b
c
d
6a
6b
6c
7a
7a
7b
7c
b
c
d
a
b
c
8
8a
8b
9a
b
c
9a
9b
10a
b
c
10a
10b
Other Revenue
11a
b
c
d
e
Miscellaneous
Revenue
Total.
12
Revenue excluded
from tax under
sections 512 - 514
All other contributions, gifts, grants, and
similar amounts not included above
Gross amount from sales of
assets other than inventory
cost or other basis
and sales expenses
Gross income from fundraising events
See instructions
Form (2021)
Page
Form 990 (2021)
Check if Schedule O contains a response or note to any line in this Part VIII
Total revenue
Related or exempt
function revenue
Unrelated
business revenue
Federated campaigns
Membership dues
~~~~~
~~~~~~~
Fundraising events
Related organizations
~~~~~~~
~~~~~
Government grants (contributions)
~
$
Add lines 1a-1f|
All other program service revenue~~~~~
Add lines 2a-2f|
Investment income (including dividends, interest, and
other similar amounts)
Income from investment of tax-exempt bond proceeds
~~~~~~~~~~~~~~~~~|
|
Royalties|
(i) Real(ii) Personal
Gross rents
Less: rental expenses
Rental income or (loss)
Net rental income or (loss)
~~~~~
~
|
(i) Securities(ii) Other
Less:
Gain or (loss)
~~~
~~~~~
Net gain or (loss)|
(not
including $
of
contributions reported on line 1c). See
Part IV, line 18~~~~~~~~~~~~
Less: direct expenses~~~~~~~~~
Net income or (loss) from fundraising events|
Gross income from gaming activities. See
Part IV, line 19~~~~~~~~~~~~
Less: direct expenses
Net income or (loss) from gaming activities
~~~~~~~~
|
Gross sales of inventory, less returns
and allowances~~~~~~~~~~~~
Less: cost of goods sold
Net income or (loss) from sales of inventory
~~~~~~~
|
All other revenue~~~~~~~~~~~~~
Add lines 11a-11d|
|
9
Part VIII
Statement of Revenue
990
259,152.
3,097,730.
5,756,913.
9,048,321.
12,405,203.
7,740,626.
9,111,681.
3,354,768.
MORGAN MEMORIAL GOODWILL INDUSTRIES INC.
36,409,751.22398320.0.1606228.
04-2106765
FEES AND GRANTS5613005,756,913.
WORKSITE REVENUE6243103,354,768.
954,667.954,667.
8,312.
0.
8,312.
8,312.8,312.
3081134.
2400990.
680,144.
680,144.680,144.
12,900.
49,795.
-36,895.-36,895.
20,967,810.
7,681,171.
13,286,639.13286639.
259,152.
9
17051109 153424 0164417-00042 2021.05000 MORGAN MEMORIAL GOODWILL 01644171
Check here
if following SOP 98-2 (ASC 958-720)
132010 12-09-21
Total functional expenses.
Joint costs.
(A)(B)(C)(D)
1
2
3
4
5
6
7
8
9
10
11
a
b
c
d
e
f
g
12
13
14
15
16
17
18
19
20
21
22
23
24
a
b
c
d
e
25
26
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).
Grants and other assistance to domestic organizations
and domestic governments. See Part IV, line 21
Compensation not included above to disqualified
persons (as defined under section 4958(f)(1)) and
persons described in section 4958(c)(3)(B)
Pension plan accruals and contributions (include
section 401(k) and 403(b) employer contributions)
Professional fundraising services. See Part IV, line 17
(If line 11g amount exceeds 10% of line 25,
column (A), amount, list line 11g expenses on Sch O.)
Other expenses. Itemize expenses not covered
above. (List miscellaneous expenses on line 24e. If
line 24e amount exceeds 10% of line 25, column (A),
amount, list line 24e expenses on Schedule O.)
Add lines 1 through 24e
Complete this line only if the organization
reported in column (B) joint costs from a combined
educational campaign and fundraising solicitation.
Form 990 (2021)Page
Check if Schedule O contains a response or note to any line in this Part IX
Total expensesProgram service
expenses
Management and
general expenses
Fundraising
expenses
~
Grants and other assistance to domestic
individuals. See Part IV, line 22~~~~~~~
Grants and other assistance to foreign
organizations, foreign governments, and foreign
individuals. See Part IV, lines 15 and 16~~~
Benefits paid to or for members~~~~~~~
Compensation of current officers, directors,
trustees, and key employees~~~~~~~~
~~~
Other salaries and wages~~~~~~~~~~
Other employee benefits~~~~~~~~~~
Payroll taxes~~~~~~~~~~~~~~~~
Fees for services (nonemployees):
Management
Legal
Accounting
Lobbying
~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~
Investment management fees
Other.
~~~~~~~~
Advertising and promotion
Office expenses
Information technology
Royalties
~~~~~~~~~
~~~~~~~~~~~~~~~
~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~
Occupancy~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~
Travel
Payments of travel or entertainment expenses
for any federal, state, or local public officials
~
Conferences, conventions, and meetings~~
Interest
Payments to affiliates
~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~
Depreciation, depletion, and amortization
Insurance
~~
~~~~~~~~~~~~~~~~~
All other expenses
|
Form(2021)
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII.
10
Statement of Functional Expenses
Part IX
990
1,190,503.
13,141,444.
105,983.
1,533,008.
1,052,871.
42,501.
80,494.
55,200.
1,067,415.
54,054.
25,636.
405,042.
6,492,273.
1,183,878.
33,567.
214,473.
1,034,749.
454,559.
742,022.
489,994.
340,859.
181,329.
29,532.
30,067,243.
115,857.
125,841.903,856.160,806.
11,693,100.1,232,215.216,129.
58,123.38,905.8,955.
1,370,283.140,440.22,285.
893,186.135,125.24,560.
42,501.
80,494.
55,200.
115,857.
719,559.284,307.63,549.
42,390.11,664.
10,972.14,245.419.
310,599.79,005.15,438.
6,355,954.129,279.7,040.
1,164,338.19,444.96.
5,767.26,979.821.
164,046.44,106.6,321.
993,486.32,801.8,462.
380,241.67,386.6,932.
576,069.7,900.158,053.
450,091.26,283.13,620.
291,650.44,303.4,906.
133,212.44,779.3,338.
20,030.7,371.2,131.
25,758,937.3,529,245.779,061.
GOODS & SUPPLIES
BANK FEES
RENTAL & MAINT OF EQUIP
AGENCY MEMBERSHIP & DUE
MORGAN MEMORIAL GOODWILL INDUSTRIES INC.04-2106765
10
17051109 153424 0164417-00042 2021.05000 MORGAN MEMORIAL GOODWILL 01644171
132011 12-09-21
(A)(B)
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
1
2
3
4
5
6
7
8
9
10c
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
a
b
10a
10b
Assets
Total assets.
Liabilities
Total liabilities.
Organizations that follow FASB ASC 958, check here
and complete lines 27, 28, 32, and 33.
27
28
Organizations that do not follow FASB ASC 958, check here
and complete lines 29 through 33.
29
30
31
32
33
Net Assets or Fund Balances
Form 990 (2021)Page
Check if Schedule O contains a response or note to any line in this Part X
Beginning of yearEnd of year
Cash - non-interest-bearing
Savings and temporary cash investments
Pledges and grants receivable, net
~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~
Accounts receivable, net~~~~~~~~~~~~~~~~~~~~~~~~~~
Loans and other receivables from any current or former officer, director,
trustee, key employee, creator or founder, substantial contributor, or 35%
controlled entity or family member of any of these persons~~~~~~~~~
Loans and other receivables from other disqualified persons (as defined
under section 4958(f)(1)), and persons described in section 4958(c)(3)(B)~~
Notes and loans receivable, net
Inventories for sale or use
Prepaid expenses and deferred charges
~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~
Land, buildings, and equipment: cost or other
basis. Complete Part VI of Schedule D
Less: accumulated depreciation
~~~
~~~~~~
Investments - publicly traded securities
Investments - other securities. See Part IV, line 11
Investments - program-related. See Part IV, line 11
Intangible assets
~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~
~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Other assets. See Part IV, line 11~~~~~~~~~~~~~~~~~~~~~~
Add lines 1 through 15 (must equal line 33)
Accounts payable and accrued expenses
Grants payable
Deferred revenue
~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Tax-exempt bond liabilities
Escrow or custodial account liability. Complete Part IV of Schedule D
~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~
Loans and other payables to any current or former officer, director,
trustee, key employee, creator or founder, substantial contributor, or 35%
controlled entity or family member of any of these persons
~~~~~~~~~
Secured mortgages and notes payable to unrelated third parties~~~~~~
Unsecured notes and loans payable to unrelated third parties~~~~~~~~
Other liabilities (including federal income tax, payables to related third
parties, and other liabilities not included on lines 17-24). Complete Part X
of Schedule D~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Add lines 17 through 25
|
Net assets without donor restrictions
Net assets with donor restrictions
~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~
|
Capital stock or trust principal, or current funds
Paid-in or capital surplus, or land, building, or equipment fund
Retained earnings, endowment, accumulated income, or other funds
~~~~~~~~~~~~~~~
~~~~~~~~
~~~~
Total net assets or fund balances~~~~~~~~~~~~~~~~~~~~~~
Total liabilities and net assets/fund balances
Form(2021)
11
Balance Sheet
Part X
990
6,945,956.7,903,917.
1,310,568.1,059,460.
49,680.25,000.
652,917.695,102.
591,582.457,550.
24,735,631.22,343,497.
24,692,283.
18,782,554.5,295,509.5,909,729.
7,806,558.6,535,380.
47,388,401.44,929,635.
3,034,776.2,120,251.
8,841.53,185.
4,335,320.4,213,678.
4,133,841.1,191,768.
11,512,778.7,578,882.
X
15,058,250.18,753,463.
20,817,373.18,597,290.
35,875,623.37,350,753.
47,388,401.44,929,635.
04-2106765 MORGAN MEMORIAL GOODWILL INDUSTRIES INC.
11
17051109 153424 0164417-00042 2021.05000 MORGAN MEMORIAL GOODWILL 01644171
132012 12-09-21
1
2
3
4
5
6
7
8
9
10
1
2
3
4
5
6
7
8
9
10
YesNo
1
2
3
a
b
c
2a
2b
2c
a
b
3a
3b
Form 990 (2021)Page
Check if Schedule O contains a response or note to any line in this Part XI
Total revenue (must equal Part VIII, column (A), line 12)
Total expenses (must equal Part IX, column (A), line 25)
Revenue less expenses. Subtract line 2 from line 1
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A))
~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~
Net unrealized gains (losses) on investments
Donated services and use of facilities
Investment expenses
Prior period adjustments
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Other changes in net assets or fund balances (explain on Schedule O)
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32,
column (B))
~~~~~~~~~~~~~~~~~~
Check if Schedule O contains a response or note to any line in this Part XII
Accounting method used to prepare the Form 990:CashAccrualOther
If the organization changed its method of accounting from a prior year or checked "Other," explain on Schedule O.
Were the organization's financial statements compiled or reviewed by an independent accountant?~~~~~~~~~~~~
If "Yes," check a box below to indicate whether the financial statements for the year were compiled or reviewed on a
separate basis, consolidated basis, or both:
Separate basisConsolidated basisBoth consolidated and separate basis
Were the organization's financial statements audited by an independent accountant?~~~~~~~~~~~~~~~~~~~
If "Yes," check a box below to indicate whether the financial statements for the year were audited on a separate basis,
consolidated basis, or both:
Separate basisConsolidated basisBoth consolidated and separate basis
If "Yes" to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit,
review, or compilation of its financial statements and selection of an independent accountant?~~~~~~~~~~~~~~~
If the organization changed either its oversight process or selection process during the tax year, explain on Schedule O.
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit
Act and OMB Circular A-133?~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit
or audits, explain why on Schedule O and describe any steps taken to undergo such audits
Form(2021)
12
Part XI
Reconciliation of Net Assets
Part XII
Financial Statements and Reporting
990
X
MORGAN MEMORIAL GOODWILL INDUSTRIES INC.04-2106765
36,409,751.
30,067,243.
6,342,508.
35,875,623.
0.
37,350,753.
-4,867,378.
X
X
X
X
X
X
12
17051109 153424 0164417-00042 2021.05000 MORGAN MEMORIAL GOODWILL 01644171
(iv) Is the organization listed
in your governing document?
OMB No. 1545-0047
Department of the Treasury
Internal Revenue Service
132021 01-04-22
(i)(iii)(v)(vi) (ii)
Name of supported
organization
Type of organization
(described on lines 1-10
above (see instructions))
Amount of monetary
support (see instructions)
Amount of other
support (see instructions)
EIN
(Form 990)
Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.
| Attach to Form 990 or Form 990-EZ.
| Go to www.irs.gov/Form990 for instructions and the latest information.
Open to Public
Inspection
Name of the organizationEmployer identification number
1
2
3
4
5
6
7
8
9
10
11
12
section 170(b)(1)(A)(i).
section 170(b)(1)(A)(ii).
section 170(b)(1)(A)(iii).
section 170(b)(1)(A)(iii).
section 170(b)(1)(A)(iv).
section 170(b)(1)(A)(v).
section 170(b)(1)(A)(vi).
section 170(b)(1)(A)(vi).
section 170(b)(1)(A)(ix)
section 509(a)(2).
section 509(a)(4).
section 509(a)(1)section 509(a)(2)section 509(a)(3).
a
b
c
d
e
f
g
Type I.
You must complete Part IV, Sections A and B.
Type II.
You must complete Part IV, Sections A and C.
Type III functionally integrated.
You must complete Part IV, Sections A, D, and E.
Type III non-functionally integrated.
You must complete Part IV, Sections A and D, and Part V.
YesNo
Total
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.Schedule A (Form 990) 2021
(All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)
A church, convention of churches, or association of churches described in
A school described in (Attach Schedule E (Form 990).)
A hospital or a cooperative hospital service organization described in
A medical research organization operated in conjunction with a hospital described in Enter the hospital's name,
city, and state:
An organization operated for the benefit of a college or university owned or operated by a governmental unit described in
(Complete Part II.)
A federal, state, or local government or governmental unit described in
An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in
(Complete Part II.)
A community trust described in (Complete Part II.)
An agricultural research organization described in operated in conjunction with a land-grant college
or university or a non-land-grant college of agriculture (see instructions). Enter the name, city, and state of the college or
university:
An organization that normally receives (1) more than 33 1/3% of its support from contributions, membership fees, and gross receipts from
activities related to its exempt functions, subject to certain exceptions; and (2) no more than 33 1/3% of its support from gross investment
income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975.
See (Complete Part III.)
An organization organized and operated exclusively to test for public safety. See
An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or
more publicly supported organizations described in or . See Check the box on
lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.
A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving
the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting
organization.
A supporting organization supervised or controlled in connection with its supported organization(s), by having
control or management of the supporting organization vested in the same persons that control or manage the supported
organization(s).
A supporting organization operated in connection with, and functionally integrated with,
its supported organization(s) (see instructions).
A supporting organization operated in connection with its supported organization(s)
that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness
requirement (see instructions).
Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III
functionally integrated, or Type III non-functionally integrated supporting organization.
Enter the number of supported organizations~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Provide the following information about the supported organization(s).
LHA
SCHEDULE A
Part IReason for Public Charity Status.
Public Charity Status and Public Support
2021
X
04-2106765 MORGAN MEMORIAL GOODWILL INDUSTRIES INC.
Subtract line 5 from line 4.
132022 01-04-22
Calendar year (or fiscal year beginning in)
Calendar year (or fiscal year beginning in) |
2
(a) (b) (c) (d) (e) (f)
1
2
3
4
5
Total.
6
Public support.
(a) (b) (c) (d) (e) (f)
7
8
9
10
11
12
13
Total support.
12
First 5 years.
stop here
14
15
14
15
16
17
18
a
b
a
b
33 1/3% support test - 2021.
stop here.
33 1/3% support test - 2020.
stop here.
10% -facts-and-circumstances test - 2021.
stop here.
10% -facts-and-circumstances test - 2020.
stop here.
Private foundation.
Schedule A (Form 990) 2021
|
Add lines 7 through 10
Schedule A (Form 990) 2021Page
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization
fails to qualify under the tests listed below, please complete Part III.)
20172018201920202021Total
Gifts, grants, contributions, and
membership fees received. (Do not
include any "unusual grants.")
~~
Tax revenues levied for the organ-
ization's benefit and either paid to
or expended on its behalf
~~~~
The value of services or facilities
furnished by a governmental unit to
the organization without charge
~
Add lines 1 through 3~~~
The portion of total contributions
by each person (other than a
governmental unit or publicly
supported organization) included
on line 1 that exceeds 2% of the
amount shown on line 11,
column (f)
~~~~~~~~~~~~
20172018201920202021Total
Amounts from line 4~~~~~~~
Gross income from interest,
dividends, payments received on
securities loans, rents, royalties,
and income from similar sources~
Net income from unrelated business
activities, whether or not the
business is regularly carried on~
Other income. Do not include gain
or loss from the sale of capital
assets (Explain in Part VI.)~~~~
Gross receipts from related activities, etc. (see instructions)~~~~~~~~~~~~~~~~~~~~~~~
If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3)
organization, check this box and
|
~~~~~~~~~~~~
Public support percentage for 2021 (line 6, column (f), divided by line 11, column (f))
Public support percentage from 2020 Schedule A, Part II, line 14
%
% ~~~~~~~~~~~~~~~~~~~~~
If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box and
The organization qualifies as a publicly supported organization~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~|
If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this box
and The organization qualifies as a publicly supported organization~~~~~~~~~~~~~~~~~~~~~~~~~~~~|
If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more,
and if the organization meets the facts-and-circumstances test, check this box and Explain in Part VI how the organization
meets the facts-and-circumstances test. The organization qualifies as a publicly supported organization~~~~~~~~~~~~~~~|
If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or
more, and if the organization meets the facts-and-circumstances test, check this box and Explain in Part VI how the
organization meets the facts-and-circumstances test. The organization qualifies as a publicly supported organization~~~~~~~~|
If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see instructions|
Part IISupport Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
Section A. Public Support
Section B. Total Support
Section C. Computation of Public Support Percentage
8644172.
8644172.
8604498.
8604498.
9967462.9422196.12405203.49043531.
9967462.9422196.12405203.49043531.
49043531.
8644172.8604498.9967462.9422196.12405203.49043531.
355,112.682,308.853,835.866,134.962,980.3720369.
32,507.26,890.815.12,900.73,112.
52837012.
163,857,683.
92.82
92.65
X
MORGAN MEMORIAL GOODWILL INDUSTRIES INC.04-2106765
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(Subtract line 7c from line 6.)
Amounts included on lines 2 and 3 received
from other than disqualified persons that
exceed the greater of $5,000 or 1% of the
amount on line 13 for the year
(Add lines 9, 10c, 11, and 12.)
132023 01-04-22
Calendar year (or fiscal year beginning in) |
Calendar year (or fiscal year beginning in) |
Total support.
3
(a) (b) (c) (d) (e) (f)
1
2
3
4
5
6
7
Total.
a
b
c
8Public support.
(a) (b) (c) (d) (e) (f)
9
10a
b
c
11
12
13
14
First 5 years.
stop here
15
16
15
16
17
18
19
20
2021
2020
17
18
a
b
33 1/3% support tests - 2021.
stop here.
33 1/3% support tests - 2020.
stop here.
Private foundation.
Schedule A (Form 990) 2021
Unrelated business taxable income
(less section 511 taxes) from businesses
acquired after June 30, 1975
Schedule A (Form 990) 2021Page
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to
qualify under the tests listed below, please complete Part II.)
20172018201920202021Total
Gifts, grants, contributions, and
membership fees received. (Do not
include any "unusual grants.")
~~
Gross receipts from admissions,
merchandise sold or services per-
formed, or facilities furnished in
any activity that is related to the
organization's tax-exempt purpose
Gross receipts from activities that
are not an unrelated trade or bus-
iness under section 513
~~~~~
Tax revenues levied for the organ-
ization's benefit and either paid to
or expended on its behalf
~~~~
The value of services or facilities
furnished by a governmental unit to
the organization without charge
~
~~~
Add lines 1 through 5
Amounts included on lines 1, 2, and
3 received from disqualified persons
~~~~~~
Add lines 7a and 7b~~~~~~~
20172018201920202021Total
Amounts from line 6~~~~~~~
Gross income from interest,
dividends, payments received on
securities loans, rents, royalties,
and income from similar sources~
~~~~
Add lines 10a and 10b~~~~~~
Net income from unrelated business
activities not included on line 10b,
whether or not the business is
regularly carried on
~~~~~~~
Other income. Do not include gain
or loss from the sale of capital
assets (Explain in Part VI.)
~~~~
If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization,
check this box and
|
Public support percentage for 2021 (line 8, column (f), divided by line 13, column (f))
Public support percentage from 2020 Schedule A, Part III, line 15
~~~~~~~~~~~%
%
Investment income percentage for (line 10c, column (f), divided by line 13, column (f))
Investment income percentage from Schedule A, Part III, line 17
~~~~~~~~%
% ~~~~~~~~~~~~~~~~~~
If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not
more than 33 1/3%, check this box and The organization qualifies as a publicly supported organization~~~~~~~~~~|
If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3%, and
line 18 is not more than 33 1/3%, check this box and The organization qualifies as a publicly supported organization~~~~|
If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions|
Part IIISupport Schedule for Organizations Described in Section 509(a)(2)
Section A. Public Support
Section B. Total Support
Section C. Computation of Public Support Percentage
Section D. Computation of Investment Income Percentage
MORGAN MEMORIAL GOODWILL INDUSTRIES INC.04-2106765
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YesNo
1
2
3
4
5
6
7
8
9
10
Part VI
1
2
3a
3b
3c
4a
4b
4c
5a
5b
5c
6
7
8
9a
9b
9c
10a
10b
Part VI
a
b
c
a
b
c
a
b
c
a
b
c
a
b
Part VI
Part VI
Part VI
Part VI
Part VI,
Type I or Type II only.
Substitutions only.
Part VI.
Part VI.
Part VI.
Part VI.
Schedule A (Form 990) 2021
If "No," describe in how the supported organizations are designated. If designated by
class or purpose, describe the designation. If historic and continuing relationship, explain.
If "Yes," explain in how the organization determined that the supported
organization was described in section 509(a)(1) or (2).
If "Yes," answer
lines 3b and 3c below.
If "Yes," describe in when and how the
organization made the determination.
If "Yes," explain in what controls the organization put in place to ensure such use.
If
"Yes," and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.
If "Yes," describe in how the organization had such control and discretion
despite being controlled or supervised by or in connection with its supported organizations.
If "Yes," explain in what controls the organization used
to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B)
purposes.
If "Yes,"
answer lines 5b and 5c below (if applicable). Also, provide detail in including (i) the names and EIN
numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action;
(iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action
was accomplished (such as by amendment to the organizing document).
If "Yes," provide detail in
If "Yes," complete Part I of Schedule L (Form 990).
If "Yes," complete Part I of Schedule L (Form 990).
If "Yes," provide detail in
If "Yes," provide detail in
If "Yes," provide detail in
If "Yes," answer line 10b below.
(Use Schedule C, Form 4720, to
determine whether the organization had excess business holdings.)
Schedule A (Form 990) 2021Page
(Complete only if you checked a box in line 12 on Part I. If you checked box 12a, Part I, complete Sections A
and B. If you checked box 12b, Part I, complete Sections A and C. If you checked box 12c, Part I, complete
Sections A, D, and E. If you checked box 12d, Part I, complete Sections A and D, and complete Part V.)
Are all of the organization's supported organizations listed by name in the organization's governing
documents?
Did the organization have any supported organization that does not have an IRS determination of status
under section 509(a)(1) or (2)?
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)?
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and
satisfied the public support tests under section 509(a)(2)?
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B)
purposes?
Was any supported organization not organized in the United States ("foreign supported organization")?
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign
supported organization?
Did the organization support any foreign supported organization that does not have an IRS determination
under sections 501(c)(3) and 509(a)(1) or (2)?
Did the organization add, substitute, or remove any supported organizations during the tax year?
Was any added or substituted supported organization part of a class already
designated in the organization's organizing document?
Was the substitution the result of an event beyond the organization's control?
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to
anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class
benefited by one or more of its supported organizations, or (iii) other supporting organizations that also
support or benefit one or more of the filing organization's supported organizations?
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor
(as defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with
regard to a substantial contributor?
Did the organization make a loan to a disqualified person (as defined in section 4958) not described on line 7?
Was the organization controlled directly or indirectly at any time during the tax year by one or more
disqualified persons, as defined in section 4946 (other than foundation managers and organizations described
in section 509(a)(1) or (2))?
Did one or more disqualified persons (as defined on line 9a) hold a controlling interest in any entity in which
the supporting organization had an interest?
Did a disqualified person (as defined on line 9a) have an ownership interest in, or derive any personal benefit
from, assets in which the supporting organization also had an interest?
Was the organization subject to the excess business holdings rules of section 4943 because of section
4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated
supporting organizations)?
Did the organization have any excess business holdings in the tax year?
Part IV
Supporting Organizations
Section A. All Supporting Organizations
MORGAN MEMORIAL GOODWILL INDUSTRIES INC.04-2106765
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YesNo
11
a
b
c
11a
11b
11c Part VI.
YesNo
1
2
Part VI
1
2
Part VI
YesNo
1
Part VI
1
YesNo
1
2
3
1
2
3
Part VI
Part VI
1
2
3
(see instructions).
a
b
c
line 2
line 3
Part VI
Answer lines 2a and 2b below.YesNo
a
b
a
b
Part VI identify
those supported organizations and explain
2a
2b
3a
3b
Part VI
Answer lines 3a and 3b below.
Part VI.
Part VI
Schedule A (Form 990) 2021
If "Yes" to line 11a, 11b, or 11c, provide
detail in
If "No," describe in how the supported organization(s)
effectively operated, supervised, or controlled the organization's activities. If the organization had more than one supported
organization, describe how the powers to appoint and/or remove officers, directors, or trustees were allocated among the
supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
If "Yes," explain in
how providing such benefit carried out the purposes of the supported organization(s) that operated,
supervised, or controlled the supporting organization.
If "No," describe inhow control
or management of the supporting organization was vested in the same persons that controlled or managed
the supported organization(s).
If "No," explain in how
the organization maintained a close and continuous working relationship with the supported organization(s).
If "Yes," describe in the role the organization's
supported organizations played in this regard.
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year
Complete below.
Completebelow.
Describe in how you supported a governmental entity (see instructions).
If "Yes," then in
how these activities directly furthered their exempt purposes,
how the organization was responsive to those supported organizations, and how the organization determined
that these activities constituted substantially all of its activities.
If "Yes," explain in
the reasons for the organization's position that its supported organization(s) would have engaged in
these activities but for the organization's involvement.
If "Yes" or "No" provide details in
If "Yes," describe inthe role played by the organization in this regard.
Schedule A (Form 990) 2021Page
Has the organization accepted a gift or contribution from any of the following persons?
A person who directly or indirectly controls, either alone or together with persons described on lines 11b and
11c below, the governing body of a supported organization?
A family member of a person described on line 11a above?
A 35% controlled entity of a person described on line 11a or 11b above?
Did the governing body, members of the governing body, officers acting in their official capacity, or membership of one or
more supported organizations have the power to regularly appoint or elect at least a majority of the organization's officers,
directors, or trustees at all times during the tax year?
Did the organization operate for the benefit of any supported organization other than the supported
organization(s) that operated, supervised, or controlled the supporting organization?
Were a majority of the organization's directors or trustees during the tax year also a majority of the directors
or trustees of each of the organization's supported organization(s)?
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the
organization's tax year, (i) a written notice describing the type and amount of support provided during the prior tax
year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the
organization's governing documents in effect on the date of notification, to the extent not previously provided?
Were any of the organization's officers, directors, or trustees either (i) appointed or elected by the supported
organization(s) or (ii) serving on the governing body of a supported organization?
By reason of the relationship described on line 2, above, did the organization's supported organizations have a
significant voice in the organization's investment policies and in directing the use of the organization's
income or assets at all times during the tax year?
The organization satisfied the Activities Test.
The organization is the parent of each of its supported organizations.
The organization supported a governmental entity.
Activities Test.
Did substantially all of the organization's activities during the tax year directly further the exempt purposes of
the supported organization(s) to which the organization was responsive?
Did the activities described on line 2a, above, constitute activities that, but for the organization's involvement,
one or more of the organization's supported organization(s) would have been engaged in?
Parent of Supported Organizations.
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or
trustees of each of the supported organizations?
Did the organization exercise a substantial degree of direction over the policies, programs, and activities of each
of its supported organizations?
(continued)
Part IVSupporting Organizations
Section B. Type I Supporting Organizations
Section C. Type II Supporting Organizations
Section D. All Type III Supporting Organizations
Section E. Type III Functionally Integrated Supporting Organizations
MORGAN MEMORIAL GOODWILL INDUSTRIES INC.04-2106765
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1Part VISee instructions.
Section A - Adjusted Net Income
1
2
3
4
5
6
7
8
1
2
3
4
5
6
7
8 Adjusted Net Income
Section B - Minimum Asset Amount
1
2
3
4
5
6
7
8
a
b
c
d
e
1a
1b
1c
1d
2
3
4
5
6
7
8
Total
Discount
Part VI
Minimum Asset Amount
Section C - Distributable Amount
1
2
3
4
5
6
7
1
2
3
4
5
6
Distributable Amount.
Schedule A (Form 990) 2021
explain in
explain in detail in
Schedule A (Form 990) 2021Page
Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 ().
All other Type III non-functionally integrated supporting organizations must complete Sections A through E.
(B) Current Year
(optional)
(A) Prior Year
Net short-term capital gain
Recoveries of prior-year distributions
Other gross income (see instructions)
Add lines 1 through 3.
Depreciation and depletion
Portion of operating expenses paid or incurred for production or
collection of gross income or for management, conservation, or
maintenance of property held for production of income (see instructions)
Other expenses (see instructions)
(subtract lines 5, 6, and 7 from line 4)
(B) Current Year
(optional)
(A) Prior Year
Aggregate fair market value of all non-exempt-use assets (see
instructions for short tax year or assets held for part of year):
Average monthly value of securities
Average monthly cash balances
Fair market value of other non-exempt-use assets
(add lines 1a, 1b, and 1c)
claimed for blockage or other factors
( ):
Acquisition indebtedness applicable to non-exempt-use assets
Subtract line 2 from line 1d.
Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount,
see instructions).
Net value of non-exempt-use assets (subtract line 4 from line 3)
Multiply line 5 by 0.035.
Recoveries of prior-year distributions
(add line 7 to line 6)
Current Year
Adjusted net income for prior year (from Section A, line 8, column A)
Enter 0.85 of line 1.
Minimum asset amount for prior year (from Section B, line 8, column A)
Enter greater of line 2 or line 3.
Income tax imposed in prior year
Subtract line 5 from line 4, unless subject to
emergency temporary reduction (see instructions).
Check here if the current year is the organization's first as a non-functionally integrated Type III supporting organization (see
instructions).
Part VType III Non-Functionally Integrated 509(a)(3) Supporting Organizations
MORGAN MEMORIAL GOODWILL INDUSTRIES INC.04-2106765
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Section D - DistributionsCurrent Year
1
2
3
4
5
6
7
8
9
10
1
2
3
4
5
6
7
8
9
10
Part VI
Part VI
Total annual distributions.
Part VI
(i)
Excess Distributions
(ii)
Underdistributions
Pre-2021
(iii)
Distributable
Amount for 2021
Section E - Distribution Allocations
1
2
3
4
5
6
7
8
Part VI
a
b
c
d
e
f
g
h
i
j
Total
a
b
c
Part VI.
Part VI
Excess distributions carryover to 2022.
a
b
c
d
e
Schedule A (Form 990) 2021
provide details in
describe in
provide details in
explain in
explain in
explain in
Schedule A (Form 990) 2021Page
Amounts paid to supported organizations to accomplish exempt purposes
Amounts paid to perform activity that directly furthers exempt purposes of supported
organizations, in excess of income from activity
Administrative expenses paid to accomplish exempt purposes of supported organizations
Amounts paid to acquire exempt-use assets
Qualified set-aside amounts (prior IRS approval required - )
Other distributions ( ). See instructions.
Add lines 1 through 6.
Distributions to attentive supported organizations to which the organization is responsive
( ). See instructions.
Distributable amount for 2021 from Section C, line 6
Line 8 amount divided by line 9 amount
(see instructions)
Distributable amount for 2021 from Section C, line 6
Underdistributions, if any, for years prior to 2021 (reason-
able cause required - ). See instructions.
Excess distributions carryover, if any, to 2021
From 2016
From 2017
From 2018
From 2019
From 2020
of lines 3a through 3e
Applied to underdistributions of prior years
Applied to 2021 distributable amount
Carryover from 2016 not applied (see instructions)
Remainder. Subtract lines 3g, 3h, and 3i from line 3f.
Distributions for 2021 from Section D,
line 7:$
Applied to underdistributions of prior years
Applied to 2021 distributable amount
Remainder. Subtract lines 4a and 4b from line 4.
Remaining underdistributions for years prior to 2021, if
any. Subtract lines 3g and 4a from line 2. For result greater
than zero, See instructions.
Remaining underdistributions for 2021. Subtract lines 3h
and 4b from line 1. For result greater than zero,
. See instructions.
Add lines 3j
and 4c.
Breakdown of line 7:
Excess from 2017
Excess from 2018
Excess from 2019
Excess from 2020
Excess from 2021
(continued)
Part VType III Non-Functionally Integrated 509(a)(3) Supporting Organizations
MORGAN MEMORIAL GOODWILL INDUSTRIES INC.04-2106765
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Schedule A (Form 990) 2021
Schedule A (Form 990) 2021Page
Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12;
Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C,
line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a, and 3b; Part V, line 1; Part V, Section B, line 1e; Part V,
Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information.
(See instructions.)
Part VI
Supplemental Information.
GROSS INCOME FROM FUNDRAISING
2017 AMOUNT: $ 30,300.
2018 AMOUNT: $ 26,000.
2019 AMOUNT: $ 0.
2020 AMOUNT: $ 0.
2021 AMOUNT: $ 12,900.
OTHER INCOME
2017 AMOUNT: $ 2,207.
2018 AMOUNT: $ 890.
2019 AMOUNT: $ 815.
2020 AMOUNT: $ 0.
2021 AMOUNT: $ 0.
MORGAN MEMORIAL GOODWILL INDUSTRIES INC.
SCHEDULE A, PART II, LINE 10, EXPLANATION FOR OTHER INCOME:
04-2106765
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Department of the Treasury
Internal Revenue Service
123451 11-11-21
For Paperwork Reduction Act Notice, see the instructions for Form 990, 990-EZ, or 990-PF.Schedule B (Form 990) (2021)
OMB No. 1545-0047
(Form 990)
| Attach to Form 990 or Form 990-PF.
| Go to www.irs.gov/Form990 for the latest information.
Employer identification number
Organization type
Filers of:Section:
not
General Rule Special Rule.
Note:
General Rule
Special Rules
(1) (2)
General Rule
Caution: must
exclusively
exclusively
nonexclusively
Name of the organization
(check one):
Form 990 or 990-EZ501(c)() (enter number) organization
4947(a)(1) nonexempt charitable trust treated as a private foundation
527 political organization
Form 990-PF501(c)(3) exempt private foundation
4947(a)(1) nonexempt charitable trust treated as a private foundation
501(c)(3) taxable private foundation
Check if your organization is covered by the or a
Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or
property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33 1/3% support test of the regulations under
sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990), Part II, line 13, 16a, or 16b, and that received from any one
contributor, during the year, total contributions of the greater of $5,000; or 2% of the amount on (i) Form 990, Part VIII, line 1h;
or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one
contributor, during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific,
literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I (entering
"N/A" in column (b) instead of the contributor name and address), II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor, during the
year, contributions for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box
is checked, enter here the total contributions that were received during the year for an religious, charitable, etc.,
purpose. Don't complete any of the parts unless the applies to this organization because it received
religious, charitable, etc., contributions totaling $5,000 or more during the year~~~~~~~~~~~~~~~|$
An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990), but it
answer "No" on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ or on its Form 990-PF, Part I, line 2, to certify
that it doesn't meet the filing requirements of Schedule B (Form 990).
LHA
Schedule B
Schedule of Contributors
2021
MORGAN MEMORIAL GOODWILL INDUSTRIES INC.04-2106765
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X
123452 11-11-21
Schedule B (Form 990) (2021)
Employer identification number
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
Person
Payroll
Noncash
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
Person
Payroll
Noncash
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
Person
Payroll
Noncash
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
Person
Payroll
Noncash
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
Person
Payroll
Noncash
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
Person
Payroll
Noncash
Schedule B (Form 990) (2021)Page
Name of organization
(see instructions). Use duplicate copies of Part I if additional space is needed.
$
(Complete Part II for
noncash contributions.)
$
(Complete Part II for
noncash contributions.)
$
(Complete Part II for
noncash contributions.)
$
(Complete Part II for
noncash contributions.)
$
(Complete Part II for
noncash contributions.)
$
(Complete Part II for
noncash contributions.)
2
Part IContributors
1X
3,097,730.
U.S. SMALL BUSINESS ADMINISTRATION
409 3RD ST, SW
WASHINGTON, DC 20416
MORGAN MEMORIAL GOODWILL INDUSTRIES INC.04-2106765
22
17051109 153424 0164417-00042 2021.05000 MORGAN MEMORIAL GOODWILL 01644171
123453 11-11-21
Schedule B (Form 990) (2021)
Employer identification number
(a)
No.
from
Part I
(c)
FMV (or estimate)
(b)
Description of noncash property given
(d)
Date received
(a)
No.
from
Part I
(c)
FMV (or estimate)
(b)
Description of noncash property given
(d)
Date received
(a)
No.
from
Part I
(c)
FMV (or estimate)
(b)
Description of noncash property given
(d)
Date received
(a)
No.
from
Part I
(c)
FMV (or estimate)
(b)
Description of noncash property given
(d)
Date received
(a)
No.
from
Part I
(c)
FMV (or estimate)
(b)
Description of noncash property given
(d)
Date received
(a)
No.
from
Part I
(c)
FMV (or estimate)
(b)
Description of noncash property given
(d)
Date received
Schedule B (Form 990) (2021)Page
Name of organization
(see instructions). Use duplicate copies of Part II if additional space is needed.
(See instructions.)
$
(See instructions.)
$
(See instructions.)
$
(See instructions.)
$
(See instructions.)
$
(See instructions.)
$
3
Part IINoncash Property
MORGAN MEMORIAL GOODWILL INDUSTRIES INC.04-2106765
23
17051109 153424 0164417-00042 2021.05000 MORGAN MEMORIAL GOODWILL 01644171
(Enter this info. once.)
completing Part III, enter the total of exclusively religious,charitable, etc., contributions of for the year.
123454 11-11-21
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year
from any one contributor.(a)(e) and
$1,000 or less
Schedule B (Form 990) (2021)
Complete columns through the following line entry. For organizations
Employer identification number
(a) No.
from
Part I
(b) Purpose of gift(c) Use of gift(d) Description of how gift is held
(e) Transfer of gift
Transferee's name, address, and ZIP + 4Relationship of transferor to transferee
(a) No.
from
Part I
(b) Purpose of gift(c) Use of gift(d) Description of how gift is held
(e) Transfer of gift
Transferee's name, address, and ZIP + 4Relationship of transferor to transferee
(a) No.
from
Part I
(b) Purpose of gift(c) Use of gift(d) Description of how gift is held
(e) Transfer of gift
Transferee's name, address, and ZIP + 4Relationship of transferor to transferee
(a) No.
from
Part I
(b) Purpose of gift(c) Use of gift(d) Description of how gift is held
(e) Transfer of gift
Transferee's name, address, and ZIP + 4Relationship of transferor to transferee
Schedule B (Form 990) (2021)Page
Name of organization
| $
Use duplicate copies of Part III if additional space is needed.
4
Part III
MORGAN MEMORIAL GOODWILL INDUSTRIES INC.04-2106765
24
17051109 153424 0164417-00042 2021.05000 MORGAN MEMORIAL GOODWILL 01644171
Department of the Treasury
Internal Revenue Service
132041 11-03-21
OMB No. 1545-0047
(Form 990)
For Organizations Exempt From Income Tax Under section 501(c) and section 527
Open to Public
Inspection
Complete if the organization is described below. Attach to Form 990 or Form 990-EZ.
| Go to www.irs.gov/Form990 for instructions and the latest information.
If the organization answered "Yes," on Form 990, Part IV, line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
If the organization answered "Yes," on Form 990, Part IV, line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
If the organization answered "Yes," on Form 990, Part IV, line 5 (Proxy Tax) (See separate instructions) or Form 990-EZ, Part V, line 35c (Proxy
Tax) (See separate instructions), then
Employer identification number
1
2
3
1
2
3
4
YesNo
a
b
YesNo
1
2
3
4
5
Form 1120-POL YesNo
(a) (b) (c) (d) (e)
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Schedule C (Form 990) 2021
¥ Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
¥ Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
¥ Section 527 organizations: Complete Part I-A only.
¥ Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B.
¥ Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
¥ Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of organization
Provide a description of the organization's direct and indirect political campaign activities in Part IV.
Political campaign activity expenditures
Volunteer hours for political campaign activities
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~$
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Enter the amount of any excise tax incurred by the organization under section 4955
Enter the amount of any excise tax incurred by organization managers under section 4955
If the organization incurred a section 4955 tax, did it file Form 4720 for this year?
~~~~~~~~~~~~~$
~~~~~~~~~~$
~~~~~~~~~~~~~~~~~~~
Was a correction made?
If "Yes," describe in Part IV.
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Enter the amount directly expended by the filing organization for section 527 exempt function activities
Enter the amount of the filing organization's funds contributed to other organizations for section 527
exempt function activities
~~~~$
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~$
Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL,
line 17b
Did the filing organization file for this year?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~$
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing organization
made payments. For each organization listed, enter the amount paid from the filing organization's funds. Also enter the amount of political
contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a
political action committee (PAC). If additional space is needed, provide information in Part IV.
NameAddressEINAmount paid from
filing organization's
funds. If none, enter -0-.
Amount of political
contributions received and
promptly and directly
delivered to a separate
political organization.
If none, enter -0-.
LHA
SCHEDULE C
Part I-AComplete if the organization is exempt under section 501(c) or is a section 527 organization.
Complete if the organization is exempt under section 501(c)(3).
Part I-B
Part I-CComplete if the organization is exempt under section 501(c), except section 501(c)(3).
Political Campaign and Lobbying Activities
2021
J J
J
J
J
J
J
J
MORGAN MEMORIAL GOODWILL INDUSTRIES INC.04-2106765
25
17051109 153424 0164417-00042 2021.05000 MORGAN MEMORIAL GOODWILL 01644171
132042 11-03-21
If the amount on line 1e, column (a) or (b) is:
2
A
B
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.)
(a) (b)
1a
b
c
d
e
f
The lobbying nontaxable amount is:
g
h
i
j
YesNo
4-Year Averaging Period Under Section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five columns below.
See the separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
(a) (b) (c) (d) (e)
2a
b
c
d
e
f
Schedule C (Form 990) 2021
Schedule C (Form 990) 2021Page
Checkif the filing organization belongs to an affiliated group (and list in Part IV each affiliated group member's name, address, EIN,
expenses, and share of excess lobbying expenditures).
Checkif the filing organization checked box A and "limited control" provisions apply.
Filing
organization's
totals
Affiliated group
totals
Total lobbying expenditures to influence public opinion (grassroots lobbying)
Total lobbying expenditures to influence a legislative body (direct lobbying)
~~~~~~~~~~
~~~~~~~~~~~
Total lobbying expenditures (add lines 1a and 1b)
Other exempt purpose expenditures
~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Total exempt purpose expenditures (add lines 1c and 1d)
Lobbying nontaxable amount. Enter the amount from the following table in both columns.
~~~~~~~~~~~~~~~~~~~~
Not over $500,000
Over $500,000 but not over $1,000,000
Over $1,000,000 but not over $1,500,000
Over $1,500,000 but not over $17,000,000
Over $17,000,000
20% of the amount on line 1e.
$100,000 plus 15% of the excess over $500,000.
$175,000 plus 10% of the excess over $1,000,000.
$225,000 plus 5% of the excess over $1,500,000.
$1,000,000.
Grassroots nontaxable amount (enter 25% of line 1f)
Subtract line 1g from line 1a. If zero or less, enter -0-
Subtract line 1f from line 1c. If zero or less, enter -0-
~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~
If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720
reporting section 4911 tax for this year?
Calendar year
(or fiscal year beginning in)
2018201920202021Total
Lobbying nontaxable amount
Lobbying ceiling amount
(150% of line 2a, column(e))
Total lobbying expenditures
Grassroots nontaxable amount
Grassroots ceiling amount
(150% of line 2d, column (e))
Grassroots lobbying expenditures
Part II-AComplete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under
section 501(h)).
J
J
30,067,243.
30,067,243.
1,000,000.
250,000.
0.
0.
1,000,000.1,000,000.1,000,000.1,000,000.4,000,000.
6,000,000.
1,000,000.
1,500,000.
250,000.250,000.250,000.250,000.
MORGAN MEMORIAL GOODWILL INDUSTRIES INC04-2106765
26
17051109 153424 0164417-00042 2021.05000 MORGAN MEMORIAL GOODWILL 01644171
132043 11-03-21
3
(a)(b)
YesNo
Amount
1
a
b
c
d
e
f
g
h
i
j
a
b
c
d
2
YesNo
1
2
3
1
2
3
1
2
3
4
5
(do not include amounts of political
expenses for which the section 527(f) tax was paid).
1
2a
2b
2c
3
4
5
a
b
c
Schedule C (Form 990) 2021
For each "Yes" response on lines 1a through 1i below, provide in Part IV a detailed description
of the lobbying activity.
Schedule C (Form 990) 2021Page
During the year, did the filing organization attempt to influence foreign, national, state, or
local legislation, including any attempt to influence public opinion on a legislative matter
or referendum, through the use of:
Volunteers?
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)?
Media advertisements?
Mailings to members, legislators, or the public?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~
Publications, or published or broadcast statements?
Grants to other organizations for lobbying purposes?
~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~
Direct contact with legislators, their staffs, government officials, or a legislative body?
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means?
Other activities?
~~~~~~
~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Total. Add lines 1c through 1i
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)?
If "Yes," enter the amount of any tax incurred under section 4912
If "Yes," enter the amount of any tax incurred by organization managers under section 4912
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~
~~~~~~~~~~~~~~~~
~~~
Were substantially all (90% or more) dues received nondeductible by members?
Did the organization make only in-house lobbying expenditures of $2,000 or less?
Did the organization agree to carry over lobbying and political campaign activity expenditures from the prior year?
~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~
Dues, assessments and similar amounts from members
Section 162(e) nondeductible lobbying and political expenditures
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Current year
Carryover from last year
Total
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess
does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political
expenditure next year?
~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Taxable amount of lobbying and political expenditures. See instructions
Provide the descriptions required for Part I-A, line 1; Part I-B, line 4; Part I-C, line 5; Part II-A (affiliated group list); Part II-A, lines 1 and 2 (See
instructions); and Part II-B, line 1. Also, complete this part for any additional information.
Part II-BComplete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768
(election under section 501(h)).
Part III-AComplete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section
501(c)(6).
Part III-BComplete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section
501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is
answered "Yes."
Part IVSupplemental Information
MORGAN MEMORIAL GOODWILL INDUSTRIES INC04-2106765
27
17051109 153424 0164417-00042 2021.05000 MORGAN MEMORIAL GOODWILL 01644171
Department of the Treasury
Internal Revenue Service
132051 10-28-21
OMB No. 1545-0047
Held at the End of the Tax Year
| Complete if the organization answered "Yes" on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
| Attach to Form 990.
|Go to www.irs.gov/Form990 for instructions and the latest information.
(Form 990)
Open to Public
Inspection
Name of the organizationEmployer identification number
(a) (b)
1
2
3
4
5
6
YesNo
YesNo
1
2
3
4
5
6
7
8
9
a
b
c
d
2a
2b
2c
2d
YesNo
YesNo
1
2
a
b
(i)
(ii)
a
b
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Schedule D (Form 990) 2021
Complete if the
organization answered "Yes" on Form 990, Part IV, line 6.
Donor advised fundsFunds and other accounts
Total number at end of year
Aggregate value of contributions to (during year)
Aggregate value of grants from (during year)
Aggregate value at end of year
~~~~~~~~~~~~~~~
~~~~
~~~~~~
~~~~~~~~~~~~~
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds
are the organization's property, subject to the organization's exclusive legal control?~~~~~~~~~~~~~~~~~~
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only
for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring
impermissible private benefit?
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.
Purpose(s) of conservation easements held by the organization (check all that apply).
Preservation of land for public use (for example, recreation or education)
Protection of natural habitat
Preservation of open space
Preservation of a historically important land area
Preservation of a certified historic structure
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last
day of the tax year.
Total number of conservation easements
Total acreage restricted by conservation easements
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~
Number of conservation easements on a certified historic structure included in (a)
Number of conservation easements included in (c) acquired after 7/25/06, and not on a historic structure
listed in the National Register
~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the tax
year |
Number of states where property subject to conservation easement is located |
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of
violations, and enforcement of the conservation easements it holds?~~~~~~~~~~~~~~~~~~~~~~~~~
Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
|
Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
|$
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i)
and section 170(h)(4)(B)(ii)?~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement and
balance sheet, and include, if applicable, the text of the footnote to the organization's financial statements that describes the
organization's accounting for conservation easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.
If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works
of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public
service, provide in Part XIII the text of the footnote to its financial statements that describes these items.
If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of
art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service,
provide the following amounts relating to these items:
Revenue included on Form 990, Part VIII, line 1
Assets included in Form 990, Part X
~~~~~~~~~~~~~~~~~~~~~~~~~~~~|$
$ ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~|
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide
the following amounts required to be reported under FASB ASC 958 relating to these items:
Revenue included on Form 990, Part VIII, line 1
Assets included in Form 990, Part X
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~|$
$ |
LHA
Part IOrganizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts.
Part IIConservation Easements.
Part IIIOrganizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
SCHEDULE D
Supplemental Financial Statements
2021
7,200.
MORGAN MEMORIAL GOODWILL INDUSTRIES INC.04-2106765
28
17051109 153424 0164417-00042 2021.05000 MORGAN MEMORIAL GOODWILL 01644171
132052 10-28-21
3
4
5
a
b
c
d
e
YesNo
1
2
a
b
c
d
e
f
a
b
YesNo
1c
1d
1e
1f
YesNo
(a) (b) (c) (d) (e)
1
2
3
4
a
b
c
d
e
f
g
a
b
c
a
b
YesNo
(i)
(ii)
3a(i)
3a(ii)
3b
(a) (b) (c) (d)
1a
b
c
d
e
Total.
Schedule D (Form 990) 2021
(continued)
(Column (d) must equal Form 990, Part X, column (B), line 10c.)
Two years backThree years backFour years back
Schedule D (Form 990) 2021Page
Using the organization's acquisition, accession, and other records, check any of the following that make significant use of its
collection items (check all that apply):
Public exhibition
Scholarly research
Preservation for future generations
Loan or exchange program
Other
Provide a description of the organization's collections and explain how they further the organization's exempt purpose in Part XIII.
During the year, did the organization solicit or receive donations of art, historical treasures, or other similar assets
to be sold to raise funds rather than to be maintained as part of the organization's collection?
Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or
reported an amount on Form 990, Part X, line 21.
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not included
on Form 990, Part X?
If "Yes," explain the arrangement in Part XIII and complete the following table:
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Amount
Beginning balance
Additions during the year
Distributions during the year
Ending balance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability?
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided on Part XIII
~~~~~
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.
Current yearPrior year
Beginning of year balance
Contributions
Net investment earnings, gains, and losses
Grants or scholarships
~~~~~~~
~~~~~~~~~~~~~~
~~~~~~~~~
Other expenditures for facilities
and programs
Administrative expenses
End of year balance
~~~~~~~~~~~~~
~~~~~~~~
~~~~~~~~~~
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
Board designated or quasi-endowment
Permanent endowment
Term endowment
The percentages on lines 2a, 2b, and 2c should equal 100%.
|%
|%
|%
Are there endowment funds not in the possession of the organization that are held and administered for the organization
by:
Unrelated organizations
Related organizations
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
If "Yes" on line 3a(ii), are the related organizations listed as required on Schedule R?
Describe in Part XIII the intended uses of the organization's endowment funds.
~~~~~~~~~~~~~~~~~~~~
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of propertyCost or other
basis (investment)
Cost or other
basis (other)
Accumulated
depreciation
Book value
Land
Buildings
Leasehold improvements
~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~
~~~~~~~~~~
Equipment
Other
~~~~~~~~~~~~~~~~~
Add lines 1a through 1e. |
2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets
Part IV
Escrow and Custodial Arrangements.
Part VEndowment Funds.
Part VILand, Buildings, and Equipment.
X
X
X
X
X
9,002,878.
-858,058.
263,874.
7,880,946.
68.0900
31.9100
X
X
611,849.
9,113,512.
4,453,236.
10,513,686.
6,710,675.
3,632,734.
8,439,145.
611,849.
2,402,837.
820,502.
2,074,541.
5,909,729.
MORGAN MEMORIAL GOODWILL INDUSTRIES INC.04-2106765
7,571,650.
1,681,932.
250,704.
9,002,878.
7,366,326.
446,927.
241,603.
7,571,650.
6,924,981.
678,683.
237,338.
7,366,326.
6,767,446.
376,991.
219,456.
6,924,981.
29
17051109 153424 0164417-00042 2021.05000 MORGAN MEMORIAL GOODWILL 01644171
(including name of security)
132053 10-28-21
Total.
Total.
(a) (b) (c)
(1)
(2)
(3)
(a) (b) (c)
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(a) (b)
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total.
(a) (b)
1.
Total.
2.
Schedule D (Form 990) 2021
(Column (b) must equal Form 990, Part X, col. (B) line 15.)
(Column (b) must equal Form 990, Part X, col. (B) line 25.)
Description of security or category
(Col. (b) must equal Form 990, Part X, col. (B) line 12.) |
(Col. (b) must equal Form 990, Part X, col. (B) line 13.) |
Schedule D (Form 990) 2021Page
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
Book valueMethod of valuation: Cost or end-of-year market value
Financial derivatives
Closely held equity interests
Other
~~~~~~~~~~~~~~~
~~~~~~~~~~~
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Complete if the organization answered "Yes" on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
Description of investmentBook valueMethod of valuation: Cost or end-of-year market value
Complete if the organization answered "Yes" on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
DescriptionBook value
|
Complete if the organization answered "Yes" on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
Description of liabilityBook value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Federal income taxes
|
Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the
organization's liability for uncertain tax positions under FASB ASC 740. Check here if the text of the footnote has been provided in Part XIII
3
Part VIIInvestments - Other Securities.
Part VIIIInvestments - Program Related.
Part IXOther Assets.
Part XOther Liabilities.
MORGAN MEMORIAL GOODWILL INDUSTRIES INC.
BENEFICIAL INT PERPETUAL TRUST
DEFERRED COMP PLAN
JACOBS TRUST
SPLIT INTEREST AGREEMENTS
SECURITY DEPOSITS
CONTRIBUTED COLLECTIONS ITEMS
OPERATING LEASE OBLIGATIONS
DEFERRED COMP PLAN
PPP LOAN
04-2106765
5,742,578.
373,855.
199,650.
150,391.
61,706.
7,200.
6,535,380.
522,036.
373,855.
295,877.
1,191,768.
X
30
17051109 153424 0164417-00042 2021.05000 MORGAN MEMORIAL GOODWILL 01644171
132054 10-28-21
1
2
3
4
5
1
a
b
c
d
e
2a
2b
2c
2d
2a 2d2e
3 2e 1
a
b
c
4a
4b
4a 4b
3 4c.
4c
5
1
2
3
4
5
1
a
b
c
d
e
2a
2b
2c
2d
2a 2d
2e 1
2e
3
a
b
c
4a
4b
4a 4b
3 4c.
4c
5
Schedule D (Form 990) 2021
(This must equal Form 990, Part I, line 12.)
(This must equal Form 990, Part I, line 18.)
Schedule D (Form 990) 2021Page
Complete if the organization answered "Yes" on Form 990, Part IV, line 12a.
Total revenue, gains, and other support per audited financial statements
Amounts included on line 1 but not on Form 990, Part VIII, line 12:
~~~~~~~~~~~~~~~~~~~
Net unrealized gains (losses) on investments
Donated services and use of facilities
Recoveries of prior year grants
Other (Describe in Part XIII.)
~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~
Add lines through ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Subtract line from line ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Amounts included on Form 990, Part VIII, line 12, but not on line 1:
Investment expenses not included on Form 990, Part VIII, line 7b
Other (Describe in Part XIII.)
~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~
Add lines and
Total revenue. Add lines and
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Complete if the organization answered "Yes" on Form 990, Part IV, line 12a.
Total expenses and losses per audited financial statements
Amounts included on line 1 but not on Form 990, Part IX, line 25:
~~~~~~~~~~~~~~~~~~~~~~~~~~
Donated services and use of facilities
Prior year adjustments
Other losses
Other (Describe in Part XIII.)
~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~
Add lines through
Subtract line from line
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Amounts included on Form 990, Part IX, line 25, but not on line 1:
Investment expenses not included on Form 990, Part VIII, line 7b
Other (Describe in Part XIII.)
~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~
Add lines and
Total expenses. Add lines and
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part IV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI,
lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
4
Part XIReconciliation of Revenue per Audited Financial Statements With Revenue per Return.
Part XIIReconciliation of Expenses per Audited Financial Statements With Expenses per Return.
Part XIIISupplemental Information.
VINTAGE CLOTHING (1840S TO 1960S) WAS COLLECTED OVER MANY YEARS; THE
COLLECTION IS A TOOL FOR EDUCATING THE PUBLIC ON GOODWILL'S HISTORY.
PART V, LINE 4:
GOODWILL'S ENDOWMENT IS MAINTAINED IN ACCORDANCE WITH DONOR WISHES AND IS
INVESTED TO PRESERVE THE LONG-TERM PURCHASING POWER OF GOODWILL'S ASSETS
RELATIVE TO INFLATION AND TO PROVIDE A REASONABLE, PREDICTABLE AND STABLE
39,157,482.
-4,867,378.
-4,867,378.
44,024,860.
115,857.
-7,730,966.
-7,615,109.
36,409,751.
37,682,352.
7,730,966.
7,730,966.
29,951,386.
115,857.
115,857.
30,067,243.
PART III, LINE 4:
MORGAN MEMORIAL GOODWILL INDUSTRIES INC.04-2106765
REVENUE STREAM TO SUPPORT GOODWILL'S MISSION. GOODWILL MANAGES ITS
ENDOWMENT CONSISTENT WITH THE MASSACHUSETTS ACT, THE UNIFORM PRUDENT
MANAGEMENT OF INSTITUTIONAL FUNDS ACT.
31
17051109 153424 0164417-00042 2021.05000 MORGAN MEMORIAL GOODWILL 01644171
132055 10-28-21
5
Schedule D (Form 990) 2021
(continued)
Schedule D (Form 990) 2021Page
Part XIIISupplemental Information
PART X, LINE 2:
SCHEDULE D, PART X, LINE 2
GOODWILL IS A NOT-FOR-PROFIT ORGANIZATION AS DESCRIBED IN SECTION
501(C)(3) OF THE INTERNAL REVENUE CODE, AS AMENDED, AND IS GENERALLY
EXEMPT FROM INCOME TAXES PURSUANT TO SECTION 501(A) OF THE CODE. GOODWILL
IS REQUIRED TO ASSESS UNCERTAIN TAX POSITIONS AND HAS DETERMINED THAT
THERE WERE NO SUCH POSITIONS.
PART XI, LINE 4B - OTHER ADJUSTMENTS:
COST OF GOODS SOLD -7,681,171.
DIRECT EVENT EXPENSES -49,795.
TOTAL TO SCHEDULE D, PART XI, LINE 4B -7,730,966.
PART XII, LINE 2D - OTHER ADJUSTMENTS:
COST OF GOODS SOLD 7,681,171.
DIRECT EVENT EXPENSES 49,795.
TOTAL TO SCHEDULE D, PART XII, LINE 2D 7,730,966.
MORGAN MEMORIAL GOODWILL INDUSTRIES INC.04-2106765
32
17051109 153424 0164417-00042 2021.05000 MORGAN MEMORIAL GOODWILL 01644171
Department of the Treasury
Internal Revenue Service
Did
fundraiser
have custody
or control of
contributions?
132081 10-21-21
Go to
OMB No. 1545-0047
Complete if the organization answered "Yes" on Form 990, Part IV, line 17, 18, or 19, or if the
organization entered more than $15,000 on Form 990-EZ, line 6a.
Open to Public
Inspection
| Attach to Form 990 or Form 990-EZ.
| www.irs.gov/Form990 for instructions and the latest information.
Employer identification number
1
a
b
c
d
a
b
e
f
g
2
YesNo
(i)
(ii)
(iii)
(iv)
(v)
(i)
(vi)
YesNo
Total
3
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.Schedule G (Form 990) 2021
Name of the organization
Complete if the organization answered "Yes" on Form 990, Part IV, line 17. Form 990-EZ filers are not
required to complete this part.
Indicate whether the organization raised funds through any of the following activities. Check all that apply.
Mail solicitations
Internet and email solicitations
Phone solicitations
In-person solicitations
Solicitation of non-government grants
Solicitation of government grants
Special fundraising events
Did the organization have a written or oral agreement with any individual (including officers, directors, trustees, or
key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?
If "Yes," list the 10 highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is to be
compensated at least $5,000 by the organization.
Name and address of individual
or entity (fundraiser)
Activity
Gross receipts
from activity
Amount paid
to (or retained by)
fundraiser
listed in col.
Amount paid
to (or retained by)
organization
|
List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registration
or licensing.
LHA
Supplemental Information Regarding Fundraising or Gaming Activities
SCHEDULE G
(Form 990)
Part IFundraising Activities.
2021
04-2106765
X
X
X
X
X
X
X
CA,CT,FL,ME,MD,MA,NH,NY,NC,OH,PA,RI
HUNTSINGER-JEFFER - 809 BROOK
X
497,529.55,200.442,329.
55,200. 497,529. HILL CIRCLE, RICHMOND, VA 442,329.
MORGAN MEMORIAL GOODWILL INDUSTRIES INC.
PROFESSIONAL FUNDRAISING
SEE PART IV FOR CONTINUATIONS
33
17051109 153424 0164417-00042 2021.05000 MORGAN MEMORIAL GOODWILL 01644171
132082 10-21-21
2
(d)
(a)
(c)
(a) (b) (c)
1
2
3
4
5
6
7
8
9
10
11
(a)
(b)
(c)
(d)
(a) (c)
1
2
3
4
5
6
7
8
YesYesYes
NoNoNo
9
10
a
b
YesNo
a
b
YesNo
Schedule G (Form 990) 2021
Pull tabs/instant
bingo/progressive bingo
Schedule G (Form 990) 2021Page
Complete if the organization answered "Yes" on Form 990, Part IV, line 18, or reported more than $15,000
of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with gross receipts greater than $5,000.
Total events
(add col. through
col. )
Revenue
Event #1Event #2Other events
(event type)(event type)(total number)
Gross receipts
Less: Contributions
~~~~~~~~~~~~~~
~~~~~~~~~~~
Gross income (line 1 minus line 2)
Direct Expenses
Cash prizes
Noncash prizes
~~~~~~~~~~~~~~~
~~~~~~~~~~~~~
Rent/facility costs
~~~~~~~~~~~~
Food and beverages
Entertainment
~~~~~~~~~~
~~~~~~~~~~~~~~
Other direct expenses~~~~~~~~~~
Direct expense summary. Add lines 4 through 9 in column (d)
Net income summary. Subtract line 10 from line 3, column (d)
~~~~~~~~~~~~~~~~~~~~~~~~|
|
Complete if the organization answered "Yes" on Form 990, Part IV, line 19, or reported more than
$15,000 on Form 990-EZ, line 6a.
Revenue
BingoOther gaming
Total gaming (add
col. through col. )
Direct Expenses
Gross revenue
Cash prizes
Noncash prizes
~~~~~~~~~~~~~~~
~~~~~~~~~~~~~
Rent/facility costs
Other direct expenses
~~~~~~~~~~~~
%%%
Volunteer labor
~~~~~~~~~~~~~
Direct expense summary. Add lines 2 through 5 in column (d)
Net gaming income summary. Subtract line 7 from line 1, column (d)
~~~~~~~~~~~~~~~~~~~~~~~~|
|
Enter the state(s) in which the organization conducts gaming activities:
Is the organization licensed to conduct gaming activities in each of these states?
If "No," explain:
~~~~~~~~~~~~~~~~~~~~
Were any of the organization's gaming licenses revoked, suspended, or terminated during the tax year?
If "Yes," explain:
~~~~~~~~~
Part IIFundraising Events.
Part IIIGaming.
240,220.
227,320.
12,900.
20,932.
26,034.
31,832.
31,832.
272,052.
259,152.
12,900.
20,932.
26,034.
49,795.
-36,895.
GOOD PARTYMARATHON
MORGAN MEMORIAL GOODWILL INDUSTRIES INC.04-2106765
NONE
2,829.2,829.
34
17051109 153424 0164417-00042 2021.05000 MORGAN MEMORIAL GOODWILL 01644171
132083 10-21-21
3
11
12
13
14
15
YesNo
YesNo
a
b
13a
13b
YesNo
a
b
c
16
17
a
b
YesNo
Schedule G (Form 990) 2021
Schedule G (Form 990) 2021Page
Does the organization conduct gaming activities with nonmembers?
Is the organization a grantor, beneficiary or trustee of a trust, or a member of a partnership or other entity formed
to administer charitable gaming?
~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Indicate the percentage of gaming activity conducted in:
The organization's facility
An outside facility
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~%
% ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Enter the name and address of the person who prepares the organization's gaming/special events books and records:
Name |
Address|
Does the organization have a contract with a third party from whom the organization receives gaming revenue?
If "Yes," enter the amount of gaming revenue received by the organization |
~~~~~~
$and the amount
of gaming revenue retained by the third party | $
If "Yes," enter name and address of the third party:
Name |
Address |
Gaming manager information:
Name |
Gaming manager compensation |
Description of services provided |
$
Director/officerEmployeeIndependent contractor
Mandatory distributions:
Is the organization required under state law to make charitable distributions from the gaming proceeds to
retain the state gaming license?~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Enter the amount of distributions required under state law to be distributed to other exempt organizations or spent in the
organization's own exempt activities during the tax year |$
Provide the explanations required by Part I, line 2b, columns (iii) and (v); and Part III, lines 9, 9b, 10b,
15b, 15c, 16, and 17b, as applicable. Also provide any additional information. See instructions.
Part IVSupplemental Information.
MORGAN MEMORIAL GOODWILL INDUSTRIES INC.04-2106765
SCHEDULE G, PART I, LINE 2B, LIST OF TEN HIGHEST PAID FUNDRAISERS:
(I) NAME OF FUNDRAISER: HUNTSINGER-JEFFER
(I) ADDRESS OF FUNDRAISER: 809 BROOK HILL CIRCLE, RICHMOND, VA 23227
35
17051109 153424 0164417-00042 2021.05000 MORGAN MEMORIAL GOODWILL 01644171
132084 11-18-21
4
Schedule G (Form 990)
(continued)
Schedule G (Form 990)Page
Part IV
Supplemental Information
MORGAN MEMORIAL GOODWILL INDUSTRIES INC.04-2106765
36
17051109 153424 0164417-00042 2021.05000 MORGAN MEMORIAL GOODWILL 01644171
OMB No. 1545-0047
Department of the Treasury
Internal Revenue Service
132111 11-02-21
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
Open to Public
Inspection
Attach to Form 990.
| Go to www.irs.gov/Form990 for instructions and the latest information.
Employer identification number
YesNo
1a
b
1b
2
2
3
4
a
b
c
4a
4b
4c
Only section 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
5a
5b
6a
6b
7
8
9
a
b
6
a
b
7
8
9
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Schedule J (Form 990) 2021
|
|
Name of the organization
Check the appropriate box(es) if the organization provided any of the following to or for a person listed on Form 990,
Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
First-class or charter travel
Travel for companions
Housing allowance or residence for personal use
Payments for business use of personal residence
Tax indemnification and gross-up payments
Discretionary spending account
Health or social club dues or initiation fees
Personal services (such as maid, chauffeur, chef)
If any of the boxes on line 1a are checked, did the organization follow a written policy regarding payment or
reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain~~~~~~~~~~~
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all directors,
trustees, and officers, including the CEO/Executive Director, regarding the items checked on line 1a?~~~~~~~~~~~~
Indicate which, if any, of the following the organization used to establish the compensation of the organization's
CEO/Executive Director. Check all that apply. Do not check any boxes for methods used by a related organization to
establish compensation of the CEO/Executive Director, but explain in Part III.
Compensation committee
Independent compensation consultant
Form 990 of other organizations
Written employment contract
Compensation survey or study
Approval by the board or compensation committee
During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing
organization or a related organization:
Receive a severance payment or change-of-control payment?
Participate in or receive payment from a supplemental nonqualified retirement plan?
Participate in or receive payment from an equity-based compensation arrangement?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any compensation
contingent on the revenues of:
The organization?
Any related organization?
If "Yes" on line 5a or 5b, describe in Part III.
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any compensation
contingent on the net earnings of:
The organization?
Any related organization?
If "Yes" on line 6a or 6b, describe in Part III.
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed payments
not described on lines 5 and 6? If "Yes," describe in Part III
Were any amounts reported on Form 990, Part VII, paid or accrued pursuant to a contract that was subject to the
initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe in Part III
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in
Regulations section 53.4958-6(c)?
LHA
SCHEDULE J
(Form 990)
Part IQuestions Regarding Compensation
Compensation Information
2021
04-2106765
X
X
X
X
X
X
X
X
X
X
X
X
X
X
MORGAN MEMORIAL GOODWILL INDUSTRIES INC.
37
17051109 153424 0164417-00042 2021.05000 MORGAN MEMORIAL GOODWILL 01644171
132112 11-02-21
2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees.
Note:
(B) (C) (D) (E) (F)
(A) (i) (ii) (iii)
(i)
(ii)
(i)
(ii)
(i)
(ii)
(i)
(ii)
(i)
(ii)
(i)
(ii)
(i)
(ii)
(i)
(ii)
(i)
(ii)
(i)
(ii)
(i)
(ii)
(i)
(ii)
(i)
(ii)
(i)
(ii)
(i)
(ii)
(i)
(ii)
Schedule J (Form 990) 2021
Schedule J (Form 990) 2021Page
Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the instructions, on row (ii).
Do not list any individuals that aren't listed on Form 990, Part VII.
The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
Breakdown of W-2 and/or 1099-MISC and/or 1099-NEC
compensation
Retirement and
other deferred
compensation
Nontaxable
benefits
Total of columns
(B)(i)-(D)
Compensation
in column (B)
reported as deferred
on prior Form 990
Name and TitleBase
compensation
Bonus &
incentive
compensation
Other
reportable
compensation
MORGAN MEMORIAL GOODWILL INDUSTRIES INC.
386,665.203,367.19,500.3,470.12,715.625,717.0.
PRESIDENT & CEO0.0.0.0.0.0.0.
223,905.37,576.0.3,889.31,454.296,824.0.
VP OF OPERATIONS0.0.0.0.0.0.0.
171,639.32,674.0.3,287.33,823.241,423.0.
VP HR & ADMINISTRATION0.0.0.0.0.0.0.
176,822.28,764.0.2,287.12,035.219,908.0.
VP OF FINANCE & CFO0.0.0.0.0.0.0.
120,098.3,500.0.1,091.31,454.156,143.0.
DIRECTOR OF DONATIONS & OUTREACH0.0.0.0.0.0.0.
127,115.2,000.0.2,458.21,991.153,564.0.
DIRECTOR OF IT0.0.0.0.0.0.0.
04-2106765
(1) JOANNE K. HILFERTY
(2) ALEXANDER MACNEIL
(3) HEATHER KENNEY
(4) LAUREL FORD
(5) ADAM DOSSAS
(6) ROBERT STACKPOLE
38
132113 11-02-21
3
Part III
Supplemental Information
Schedule J (Form 990) 2021
Schedule J (Form 990) 2021Page
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.
PART I, LINE 7:
NON-FIXED PAYMENTS
THE CEO AND VICE PRESIDENTS LISTED ON SCHEDULE J, PART II, WERE ELIGIBLE
APPROVED EXECUTIVE COMPENSATION PROGRAM. COLUMN (B) (II) INCLUDES FY2O21
FOR AND RECEIVED PERFORMANCE RELATED BONUSES PURSUANT TO THE ORGANIZATION'S
BONUSES AND DELAYED FY2020 BONUSES.
04-2106765 MORGAN MEMORIAL GOODWILL INDUSTRIES INC.
39
OMB No. 1545-0047
Department of the Treasury
Internal Revenue Service
132141 11-17-21
Open to Public
Inspection
Complete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Attach to Form 990.
Go to www.irs.gov/Form990 for instructions and the latest information.
Employer identification number
(a)(b)(c)(d)
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
29
YesNo
30
31
32
33
a
b
30a
31
32a
a
b
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Schedule M (Form 990) 2021
Name of the organization
Check if
applicable
Number of
contributions or
items contributed
Noncash contribution
amounts reported on
Form 990, Part VIII, line 1g
Method of determining
noncash contribution amounts
Art - Works of art
Art - Historical treasures
Art - Fractional interests
~~~~~~~~~~~~~
~~~~~~~~~
~~~~~~~~~~
Books and publications
Clothing and household goods
~~~~~~~~~~
~~~~~~
Cars and other vehicles
Boats and planes
Intellectual property
~~~~~~~~~~
~~~~~~~~~~~~~
~~~~~~~~~~~
Securities - Publicly traded
Securities - Closely held stock
~~~~~~~~
~~~~~~~
Securities - Partnership, LLC, or
trust interests
Securities - Miscellaneous
~~~~~~~~~~~~~~
~~~~~~~~
Qualified conservation contribution -
Historic structures
Qualified conservation contribution - Other
~~~~~~~~~~~~
~
Real estate - Residential
Real estate - Commercial
Real estate - Other
~~~~~~~~~
~~~~~~~~~
~~~~~~~~~~~~
Collectibles
Food inventory
Drugs and medical supplies
Taxidermy
~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~
~~~~~~~~
~~~~~~~~~~~~~~~~
Historical artifacts
Scientific specimens
Archeological artifacts
~~~~~~~~~~~~
~~~~~~~~~~~
~~~~~~~~~~
Other()
Other()
Other()
Other()
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part V, Donee Acknowledgement~~~~
During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 28, that it
must hold for at least three years from the date of the initial contribution, and which isn't required to be used for
exempt purposes for the entire holding period?~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
If "Yes," describe the arrangement in Part II.
Does the organization have a gift acceptance policy that requires the review of any nonstandard contributions?
~~~~~~
Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash
contributions?~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
If "Yes," describe in Part II.
If the organization didn't report an amount in column (c) for a type of property for which column (a) is checked,
describe in Part II.
LHA
SCHEDULE M
(Form 990)
Part ITypes of Property
Noncash Contributions
2021
J
J
J
J
J
J
J
04-2106765
7,723,356.
17,270. 1
RETAIL VALUE
RETAIL VALUE
X
X STORE LIGHTIN
X
X
X
MORGAN MEMORIAL GOODWILL INDUSTRIES INC.
40
17051109 153424 0164417-00042 2021.05000 MORGAN MEMORIAL GOODWILL 01644171
132142 11-17-21
2
Schedule M (Form 990) 2021
Schedule M (Form 990) 2021Page
Provide the information required by Part I, lines 30b, 32b, and 33, and whether the organization
is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete
this part for any additional information.
Part II
Supplemental Information.
MORGAN MEMORIAL GOODWILL INDUSTRIES INC.04-2106765
41
17051109 153424 0164417-00042 2021.05000 MORGAN MEMORIAL GOODWILL 01644171
OMB No. 1545-0047
Department of the Treasury
Internal Revenue Service
132211 11-11-21
Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
| Attach to Form 990 or Form 990-EZ.
| Go to www.irs.gov/Form990 for the latest information.
Open to Public
Inspection
Employer identification number
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.Schedule O (Form 990) 2021
Name of the organization
LHA
(Form 990)
SCHEDULE O
Supplemental Information to Form 990 or 990-EZ
2021
FORM 990, PART III, LINE 4A, PROGRAM SERVICE ACCOMPLISHMENTS:
GOODWILL IS A LEADING PROVIDER OF JOB TRAINING AND CAREER SERVICES IN
MASSACHUSETTS. GOODWILL'S MISSION SERVICES HELP INDIVIDUALS WHO FACE
BARRIERS TO SELF-SUFFICIENCY PREPARE FOR THE WORKPLACE AND CREATE MORE
REWARDING AND INDEPENDENT LIVES FOR THEMSELVES AND THEIR FAMILIES. IN
THE YEAR ENDING JUNE 30, 2022, GOODWILL SERVED 3,729 INDIVIDUALS
THROUGH ITS MISSION SERVICES. PLACEMENT-ORIENTED JOB TRAINING PROGRAMS
ENROLLED 327 INDIVIDUALS CONSIDERED HARDEST TO EMPLOY, OFFERING CASE
MANAGEMENT, JOB SKILLS AND JOB READINESS TRAINING, ON-THE-JOB-TRAINING,
PLACEMENT, AND POST-PLACEMENT SERVICES. GOODWILL'S SOCIAL ENTERPRISES
PROVIDED WORK EXPERIENCE AND A PAYCHECK TO 153 INDIVIDUALS IN RETAIL,
HOUSEKEEPING, MAINTENANCE AND FULFILLMENT. (THE RETAIL PROGRAM IS
DESCRIBED IN PART III 4B.) MASSHIRE BOSTON CAREER CENTER, THE ONE-STOP
CAREER CENTER GOODWILL OPERATES, ASSISTED 3,302 INDIVIDUALS WITH CAREER
SERVICES AND REFERRALS TO TRAINING PROGRAMS, DOCUMENTED 329 PLACEMENTS,
AND ENGAGED 70 BUSINESSES IN 105 ON-SITE AND VIRTUAL RECRUITMENT
SESSIONS. IN ADDITION, GOODWILL OFFERED A RANGE OF PRE-VOCATIONAL AND
OTHER DAY PROGRAMS TO 100 INDIVIDUALS WITH DEVELOPMENTAL AND OTHER
DISABILITIES, INCLUDING PUBLIC HIGH SCHOOL STUDENTS WITH SPECIAL NEEDS.
FORM 990, PART III, LINE 4B, PROGRAM SERVICE ACCOMPLISHMENTS:
THE RETAIL PROGRAM IS A SOCIAL ENTERPRISE THAT BENEFITS THE COMMUNITY
BY PROVIDING JOB TRAINING FOR INDIVIDUALS WITH BARRIERS TO EMPLOYMENT;
CREATING JOBS; AND MAKING QUALITY, LOW-COST GOODS AVAILABLE AT
AFFORDABLE PRICES. IN THE YEAR ENDING JUNE 30, 2022, GOODWILL'S RETAIL
PROGRAM OPERATED 15 STORES AND COLLECTED DONATIONS AT 16 SITES
MORGAN MEMORIAL GOODWILL INDUSTRIES INC.04-2106765
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2
Employer identification number
Schedule O (Form 990) 2021
Schedule O (Form 990) 2021Page
Name of the organization
THROUGHOUT MASSACHUSETTS. THE RETAIL PROGRAM PROVIDED JOBS AND JOB
TRAINING OPPORTUNITIES IN COLLECTING, SORTING, DISTRIBUTING,
MERCHANDISING, AND SELLING DONATED GOODS. IT ALSO CREATED ECONOMIC
VITALITY IN THE COMMUNITIES IN WHICH THE STORES ARE LOCATED.
FORM 990, PART IV, LINES 12A - 12B, AND 34:
MORGAN MEMORIAL GOODWILL INDUSTRIES, INC., ESTABLISHED GOODWILL
HEADQUARTERS, INC., A 501(C)(3) ORGANIZATION, IN MAY 2010 AS A
SUPPORTING ORGANIZATION FOR MORGAN MEMORIAL GOODWILL INDUSTRIES, INC.
FORM 990, PART VI, SECTION B, LINE 11B:
FORM 990 REVIEW PROCESS
THE IRS FORM 990 IS PREPARED AND REVIEWED BY INDEPENDENT TAX ADVISORS FROM
A NATIONAL ACCOUNTING FIRM. THE TREASURER OF THE BOARD REVIEWS THE IRS FORM
990 AND ALL DIRECTORS ARE PROVIDED A COPY PRIOR TO SUBMISSION TO THE IRS.
FORM 990, PART VI, SECTION B, LINE 12C:
CONFLICT OF INTEREST POLICY MONITORING AND ENFORCEMENT
THE BOARD OF DIRECTORS HAS ESTABLISHED A CONFLICT OF INTEREST POLICY
REQUIRING OFFICERS, DIRECTORS, AND MEMBERS OF COMMITTEES WITH
BOARD-DELEGATED POWERS TO DISCLOSE ANY INTERESTS AT THE TIME THE
POSSIBILITY OF A CONFLICT ARISES OR THEY BECOME AWARE THERE IS A
POSSIBILITY OF A CONFLICT. ALL CONTRACTS OR TRANSACTIONS INVOLVING AN
INTERESTED PARTY ARE REVIEWED BY THE BOARD OR THE EXECUTIVE COMMITTEE. IF A
CONFLICT OR POTENTIAL CONFLICT EXISTS, INTERESTED PARTIES RECUSE THEMSELVES
FROM DISCUSSIONS OF AND VOTES ON ANY RELATED PARTY TRANSACTIONS IN WHICH
MORGAN MEMORIAL GOODWILL INDUSTRIES INC.04-2106765
THEY HAVE AN INTEREST. IN ADDITION, ALL OFFICERS, DIRECTORS AND MEMBERS OF
COMMITTEES WITH BOARD-DELEGATED POWERS ARE REQUIRED TO REVIEW THE POLICY ON
43
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Employer identification number
Schedule O (Form 990) 2021
Schedule O (Form 990) 2021Page
Name of the organization
AN ANNUAL BASIS AND AFFIRMATIVELY INDICATE ANY MATTERS REQUIRING
DISCLOSURE. A WRITTEN STATEMENT OF ALL RELATED PARTY TRANSACTIONS AND OTHER
DISCLOSURES IS PROVIDED ANNUALLY TO EACH MEMBER OF THE BOARD OF DIRECTORS.
FORM 990, PART VI, SECTION B, LINE 15:
PROCESS FOR DETERMINING COMPENSATION
THE BOARD OF DIRECTORS HAS ESTABLISHED AN EXECUTIVE COMPENSATION POLICY FOR
THE CEO AND VICE PRESIDENTS. THE BOARD'S COMPENSATION COMMITTEE IS
COMPRISED OF INDEPENDENT MEMBERS AND IS RESPONSIBLE FOR THE OVERALL
ADMINISTRATION OF EXECUTIVE COMPENSATION. THE COMMITTEE MAKES AN ANNUAL
RECOMMENDATION TO THE BOARD OF DIRECTORS FOR APPROVAL OF THE EXECUTIVE
COMPENSATION PROGRAM FOR THE YEAR. THE COMPENSATION COMMITTEE REGULARLY
ENGAGES A COMPENSATION CONSULTANT TO COMPILE AND EVALUATE DATA REGARDING
COMPENSATION OF SIMILARLY QUALIFIED INDIVIDUALS IN COMPARABLE POSITIONS AT
ORGANIZATIONS OF COMPARABLE SIZE AND COMPLEXITY IN BOTH THE NOT-FOR-PROFIT
AND FOR-PROFIT SECTORS. THE COMPENSATION COMMITTEE EVALUATES THE CEO'S
PERFORMANCE AND MAKES RECOMMENDATIONS FOR THE CEO'S COMPENSATION TO THE
BOARD WHILE ALSO MONITORING THE COMPENSATION OF THE VICE PRESIDENTS TO
ASSURE THAT IT IS IN COMPLIANCE WITH THE PROGRAM. THE COMPENSATION
COMMITTEE REPORTS ITS RECOMMENDATIONS TO THE BOARD FOR APPROVAL IN
EXECUTIVE SESSION. DELIBERATIONS AND RECOMMENDATIONS ARE DOCUMENTED IN
WRITING. THE EXECUTIVE COMPENSATION POLICY WAS FOLLOWED IN SETTING THE
COMPENSATION FOR THE CEO AND VICE PRESIDENTS.
FORM 990, PART VI, SECTION C, LINE 19:
HOW DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC
MORGAN MEMORIAL GOODWILL INDUSTRIES INC.04-2106765
THE DOCUMENTS ARE AVAILABLE TO THE PUBLIC AS FOLLOWS: THE AUDITED FINANCIAL
STATEMENTS AND FORMS 990 ARE ON THE ORGANIZATION'S WEBSITE AND, AS
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Employer identification number
Schedule O (Form 990) 2021
Schedule O (Form 990) 2021Page
Name of the organization
SPECIFIED ON THE WEBSITE, THE ARTICLES OF INCORPORATION AND CONFLICT OF
INTEREST POLICY ARE AVAILABLE ON REQUEST.
MORGAN MEMORIAL GOODWILL INDUSTRIES INC.04-2106765
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17051109 153424 0164417-00042 2021.05000 MORGAN MEMORIAL GOODWILL 01644171
OMB No. 1545-0047
Department of the Treasury
Internal Revenue Service
Section 512(b)(13)
controlled
entity?
132161 11-17-21
SCHEDULE R
(Form 990)
Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
Attach to Form 990.
Open to Public
Inspection
| Go to www.irs.gov/Form990 for instructions and the latest information.
Employer identification number
Part IIdentification of Disregarded Entities.
(a)(b)(c)(d)(e)(f)
Identification of Related Tax-Exempt Organizations.
Part II
(a)(b)(c)(d)(e)(f)(g)
YesNo
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Schedule R (Form 990) 2021
|
|
Name of the organization
Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
Name, address, and EIN (if applicable)
of disregarded entity
Primary activityLegal domicile (state or
foreign country)
Total incomeEnd-of-year assetsDirect controlling
entity
Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related tax-exempt
organizations during the tax year.
Name, address, and EIN
of related organization
Primary activityLegal domicile (state or
foreign country)
Exempt Code
section
Public charity
status (if section
501(c)(3))
Direct controlling
entity
LHA
Related Organizations and Unrelated Partnerships
2021
MORGAN MEMORIAL GOODWILL INDUSTRIES INC.
HFY, LLC - 04-2106765
BOSTON, MA 02119
GOODWILL HEADQUARTERS, INC. - 27-2523596
BOSTON, MA 02119
1010 HARRISON AVENUE
1010 HARRISON AVENUE
YOUTH PROGRAM
SUPPORT
MASSACHUSETTSGOODWILL
MASSACHUSETTSMMGI
04-2106765
501(C)(3)LINE 12A, IX
46
Disproportionate
allocations?
Legal
domicile
(state or
foreign
country)
General or
managing
partner?
Section
512(b)(13)
controlled
entity?
Legal domicile
(state or
foreign
country)
132162 11-17-21
2
Identification of Related Organizations Taxable as a Partnership.
Part III
(a)(b)(c)(d)(e)(f)(g)(h)(i)(j)(k)
YesNoYesNo
Identification of Related Organizations Taxable as a Corporation or Trust.
Part IV
(a)(b)(c)(d)(e)(f)(g)(h)(i)
YesNo
Schedule R (Form 990) 2021
Predominant income
(related, unrelated,
excluded from tax under
sections 512-514)
Schedule R (Form 990) 2021Page
Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related
organizations treated as a partnership during the tax year.
Name, address, and EIN
of related organization
Primary activityDirect controlling
entity
Share of total
income
Share of
end-of-year
assets
Code V-UBI
amount in box
20 of Schedule
K-1 (Form 1065)
Percentage
ownership
Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related
organizations treated as a corporation or trust during the tax year.
Name, address, and EIN
of related organization
Primary activityDirect controlling
entity
Type of entity
(C corp, S corp,
or trust)
Share of total
income
Share of
end-of-year
assets
Percentage
ownership
MA SPLIT INTEREST TRUSTN/A
MORGAN MEMORIAL GOODWILL INDUSTRIES INC.04-2106765
X
47
132163 11-17-21
3
Part VTransactions With Related Organizations.
Note:YesNo
1
a
b
c
d
e
f
g
h
i
j
k
l
m
n
o
p
q
r
s
(i) (ii) (iii) (iv) 1a
1b
1c
1d
1e
1f
1g
1h
1i
1j
1k
1l
1m
1n
1o
1p
1q
1r
1s
2
(a)(b)(c)(d)
(1)
(2)
(3)
(4)
(5)
(6)
Schedule R (Form 990) 2021
Schedule R (Form 990) 2021Page
Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
During the tax year, did the organization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
Receipt of interest, annuities, royalties, or rent from a controlled entity~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Gift, grant, or capital contribution to related organization(s)
Gift, grant, or capital contribution from related organization(s)
Loans or loan guarantees to or for related organization(s)
Loans or loan guarantees by related organization(s)
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Dividends from related organization(s)~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Sale of assets to related organization(s)
Purchase of assets from related organization(s)
Exchange of assets with related organization(s)
Lease of facilities, equipment, or other assets to related organization(s)
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Lease of facilities, equipment, or other assets from related organization(s)
Performance of services or membership or fundraising solicitations for related organization(s)
Performance of services or membership or fundraising solicitations by related organization(s)
Sharing of facilities, equipment, mailing lists, or other assets with related organization(s)
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Sharing of paid employees with related organization(s)~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Reimbursement paid to related organization(s) for expenses
Reimbursement paid by related organization(s) for expenses
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Other transfer of cash or property to related organization(s)
Other transfer of cash or property from related organization(s)
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
Name of related organization
Transaction
type (a-s)
Amount involvedMethod of determining amount involved
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
04-2106765 MORGAN MEMORIAL GOODWILL INDUSTRIES INC.
X
48
Are all
partners sec.
501(c)(3)
orgs.?
Dispropor-
tionate
allocations?
General or
managing
partner?
132164 11-17-21
YesNoYesNoYesN
4
Part VIUnrelated Organizations Taxable as a Partnership.
(a)(b)(c)(d)(e)(f)(g)(h)(i)(j)(k)
o
Schedule R (Form 990) 2021
Predominant income
(related, unrelated,
excluded from tax under
sections 512-514)
Code V-UBI
amount in box 20
of Schedule K-1
(Form 1065)
Schedule R (Form 990) 2021Page
Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue)
that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
Name, address, and EIN
of entity
Primary activityLegal domicile
(state or foreign
country)
Share of
total
income
Share of
end-of-year
assets
Percentage
ownership
04-2106765 MORGAN MEMORIAL GOODWILL INDUSTRIES INC.
49
132165 11-17-21
5
Schedule R (Form 990) 2021
Schedule R (Form 990) 2021Page
Provide additional information for responses to questions on Schedule R. See instructions.
Part VII
Supplemental Information
MORGAN MEMORIAL GOODWILL INDUSTRIES INC.04-2106765
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