MORNINGSIDE

EIN: 910757099 501(c)(3) Employment

OLYMPIA, WA

Total Revenue
$9,127,922
Total Expenses
$8,124,455
Total Assets
$11,038,129
Net Assets
$6,973,350
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1963
Legal Domicile
WA
Principal Officer
JONATHAN PLEGER
Phone
3609430512
Tax Period
2023-01-01 to 2023-12-31

MORNINGSIDE, founded in 1963, is a community nonprofit in the Employment sector that reported $9.1M in total revenue in fiscal year 2023. Revenue surged 21% from the prior year, signaling strong growth momentum. Expenses of $8.1M left a modest 11% surplus.

Mission

MORNINGSIDE PROVIDES THE TRAINING, COACHING, AND EMPLOYMENT SERVICES THAT BUILD THE SELF-SUFFICIENCY AND SELF-ESTEEM OF PEOPLE WITH DISABILITIES.

Program Service Accomplishments

Program 1
Expenses: $4,593,630 Revenue: $5,834,068

FOR THE DESCRIPTION OF THE INDIVIDUAL EMPLOYMENT PROGRAM.INDIVIDUAL EMPLOYMENT PROGRAM:WE EVALUATE, TRAIN, PLACE AND SUPPORT PEOPLE WITH DISABILITIES IN INTEGRATED JOBS IN THEIR COMMUNITIES...

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FOR THE DESCRIPTION OF THE INDIVIDUAL EMPLOYMENT PROGRAM.INDIVIDUAL EMPLOYMENT PROGRAM:WE EVALUATE, TRAIN, PLACE AND SUPPORT PEOPLE WITH DISABILITIES IN INTEGRATED JOBS IN THEIR COMMUNITIES. INDIVIDUALS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES ARE AN UNDER-UTILIZED WORK FORCE OF RELIABLE AND DEPENDABLE WORKERS WHO HAVE THE CAPACITY TO CONTRIBUTE VALUABLE SERVICES TO THE COMMUNITIES WHERE THEY LIVE. YET BARRIERS TO THEIR EMPLOYMENT ARE FORMIDABLE. MORNINGSIDE'S INDIVIDUAL EMPLOYMENT PROGRAM IS COMMITTED TO HELPING PEOPLE WITH DISABILITIES SECURE TRANSFORMATIONAL JOBS AND BE AS SELF-SUFFICIENT AS POSSIBLE. AS AN AGENCY THAT PROVIDES INDIVIDUAL SUPPORTED EMPLOYMENT SERVICES, WE HAVE SOME OF THE BEST EMPLOYMENT OUTCOMES FOR PEOPLE WITH DISABILITIES IN THE STATE OF WASHINGTON. WE RECEIVE REFERRALS FROM BOTH THE DIVISION OF VOCATIONAL REHABILITATION AND THE DEVELOPMENTAL DISABILITIES ADMINISTRATION EACH MONTH, EXCEED PLACEMENT OUTCOMES EACH YEAR AND PROVIDE EXCEPTIONAL, QUALITY SERVICES TO CLIENTS IN OUR COMMUNITY ON A REGULAR BASIS. MORNINGSIDE SUPPORTS A LIVING WAGE AND DOES NOT PLACE CLIENTS IN SUB-MINIMUM WAGE POSITIONS.

Program 2
Expenses: $573,473 Revenue: $598,075

FOR THE DESCRIPTION OF THE TRANSITION PROGRAM.TRANSITION PROGRAM:MORNINGSIDE'S HIGH SCHOOL TRANSITION PROGRAM PROVIDES THE SOFT SKILLS AND EXPERIENCE STUDENTS WITH DISABILITIES NEED TO GRADUATE...

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FOR THE DESCRIPTION OF THE TRANSITION PROGRAM.TRANSITION PROGRAM:MORNINGSIDE'S HIGH SCHOOL TRANSITION PROGRAM PROVIDES THE SOFT SKILLS AND EXPERIENCE STUDENTS WITH DISABILITIES NEED TO GRADUATE PREPARED FOR THE WORKPLACE. FOR YOUNG PEOPLE WITH DISABILITIES WHO OFTEN HAVE NO EXPERIENCE OR UNDERSTANDING OF WORK CULTURE, FINDING WORK CAN BE IMPOSSIBLE. TOO OFTEN, STUDENTS WITH DISABILITIES LEAVE HIGH SCHOOL TO ENTER A LIFE OF ISOLATION AND ENTRY LEVEL JOBS WITH LOW PAY AND LITTLE FUTURE. WE OFFER TRANSITION SERVICES THROUGH SEVERAL PROGRAMS: SCHOOL-TO-WORK PARTNERS WITH SCHOOL DISTRICTS AND UTILIZES A WIDE VARIETY OF COMMUNITY EMPLOYERS TO PREPARE STUDENTS FOR WORKING FOLLOWING THEIR FINAL YEAR OF HIGH SCHOOL. SHORT TERM INTERNSHIPS IN LOCAL BUSINESSES ALLOW STUDENTS TO TRY A VARIETY OF JOBS TO ASSIST IN FUTURE JOB EXPLORATION. PROJECT SEARCH, WHICH OPERATES AT THE EVERGREEN STATE COLLEGE, OFFERS STUDENTS THREE INTERNSHIPS DURING THE ACADEMIC YEAR. JOB CLUB IS HELD AT SOUTH PUGET SOUND COMMUNITY COLLEGE. HERE STUDENTS PRACTICE WRITING RESUMES, INTERVIEWING, AND DISCOVERING THE BEST APPROACH FOR TALKING WITH EMPLOYERS.

Program 3
Expenses: $604,647 Revenue: $929,528

FOR THE DESCRIPTION OF THE COMMUNITY PROTECTION PROGRAM.COMMUNITY PROTECTION PROGRAM:MORNINGSIDE'S COMMUNITY PROTECTION PROGRAM ENABLES INDIVIDUALS WHO REQUIRE SPECIALIZED SUPPORT AND SUPERVISION TO...

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FOR THE DESCRIPTION OF THE COMMUNITY PROTECTION PROGRAM.COMMUNITY PROTECTION PROGRAM:MORNINGSIDE'S COMMUNITY PROTECTION PROGRAM ENABLES INDIVIDUALS WHO REQUIRE SPECIALIZED SUPPORT AND SUPERVISION TO WORK SAFELY IN THEIR COMMUNITIES. THE PROGRAM SERVES OFFENDERS WITH DEVELOPMENTAL DISABILITIES WHO ARE ENROLLED IN WASHINGTON'S COMMUNITY PROTECTION PROGRAM THROUGH DSHS. THE COMMUNITY PROTECTION PROGRAM IS HIGHLY REGARDED NATIONALLY AND WAS THE FIRST TO BE APPROVED BY THE FEDERAL GOVERNMENT TO RECEIVE MEDICAID WAIVER FUNDING. MORNINGSIDE HAS BEEN OFFERING THESE SERVICES SINCE 1993, LONGER THAN ANY EMPLOYMENT PROVIDER IN OUR STATE. IN ADDITION TO THE MORE TRADITIONAL TASKS OF A JOB DEVELOPER, COMMUNITY PROTECTION JOB DEVELOPERS PROVIDE OUTREACH TO COMMUNITY EMPLOYERS AND ASSIST INDIVIDUALS WITH DISCLOSING INFORMATION TO ENSURE SAFETY. MORNINGSIDE STAFF PARTICIPATE IN TREATMENT TEAM MEETINGS FOR EACH INDIVIDUAL WHERE WE DISCUSS EFFORTS TO REDUCE SUPERVISION AND RESTRICTION OF RIGHTS, TERMED "REDUCTIONS AND ADVOCATE FOR CLIENT RIGHTS IN EVERY POSSIBLE APPROACH. THEY WORK COLLABORATIVELY WITH THE TREATMENT TEAM TO IDENTIFY EMPLOYMENT SETTINGS THAT ASSIST CLIENTS IN REACHING SUCCESS AND HELPING THEM TO BE AS INDEPENDENT AS POSSIBLE. WE ARE PROUD OF THE PROGRESS CLIENTS MAKE IN OUR CREATIVE PROGRAM.

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Trantor Score

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $547,496
Program Service Revenue $8,008,292
Investment Income $318,079
Other Revenue $254,055
TOTAL REVENUE $9,127,922

Expense Breakdown

Grants Paid $0
Salaries & Benefits $6,837,689
Fundraising Expenses $0
Program Expenses $6,494,598
Other Expenses $1,286,766
TOTAL EXPENSES $8,124,455

Year-over-Year Comparison

2023 2022 Change
Revenue $9,127,922 $7,564,409 +0.2%
Expenses $8,124,455 $8,052,375 +0.0%
Net Income $1,003,467 $-487,966 -3.1%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
12
Independent Members
12
Employees
155
Volunteers
50

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
6
$449,059
Total Directors
13
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JONATHAN PLEGER PRESIDENT/CEO 40.00
Officer
$147,820 $24,530 $172,350
DONALD HAYDEN CIO 40.00
Officer
$110,679 $28,776 $139,455
JAIME BRITTON CFO, THEN COO 40.00
Officer
$121,013 $16,241 $137,254
JASON ROBERTSON CHAIR 1.00
Officer Director
$0 $0 $0
JENNICA MACHADO VICE CHAIR 1.00
Officer Director
$0 $0 $0
BRIDGET LOCKLING SECRETARY/TREASURER 1.00
Officer Director
$0 $0 $0
AMY BUCKLER TRUSTEE 1.00
Director
$0 $0 $0
MICHAEL CADE TRUSTEE 1.00
Director
$0 $0 $0
BRETT DEROUSIE TRUSTEE 1.00
Director
$0 $0 $0
REBECCA DEUEL TRUSTEE 1.00
Director
$0 $0 $0
BRAD HOOPER TRUSTEE 1.00
Director
$0 $0 $0
HOLLY JOSEPH TRUSTEE 1.00
Director
$0 $0 $0
ALANA NEAL TRUSTEE 1.00
Director
$0 $0 $0
ERIC PHILLIPS TRUSTEE 1.00
Director
$0 $0 $0
JIM SEDORE TRUSTEE (THROUGH JANUARY 2023) 1.00
Director
$0 $0 $0
AARON STEELE TRUSTEE 1.00
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 No data No data No data No data
2023 $9,127,922 $8,124,455 $11,038,129 $1,003,467
2022 $7,564,409 $8,052,375 $8,518,021 $-487,966
2022 $7,431,382 $8,398,310 $8,364,485 $-966,928
2021 $6,575,120 $6,330,150 $7,181,079 $244,970
2020 $6,714,286 $5,951,693 $6,794,205 $762,593
2019 $6,390,643 $6,031,710 $6,068,194 $358,933
2018 $6,330,299 $5,974,338 $5,662,957 $355,961
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