Civic Intelligence

William Inglis Morse Tr Ua 5 Para3 Nect

990PF • Fiscal year 2021 • EIN 06-6020428

Jan 01, 2021 to Dec 31, 2021 • Filed on Apr 27, 2022

Organization Profile
6325 S Rainbow Blvd Ste 300Las Vegas, NV 89118

(888) 730-4933

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

31st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

39th percentile

6.7%

Higher net margin than 39% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

54th percentile

$24,999

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 17.7% of source-year revenue.

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

28th percentile

0.1%

Faster asset growth than 28% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

22nd percentile

-8.5%

Faster revenue growth than 22% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$1,712,154

Up $2,509 (+0.1%) from 2020

Net Assets

Up

$1,712,154

Up $2,509 (+0.1%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin39th percentile

Revenue

Down

$141,051

Down $13,026 (-8.5%) from 2020

Expenses

Up

$131,625

Up $5,077 (+4.0%) from 2020

Net Income

Down

$9,426

Down $18,103 (-66%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,533,313Liabilities 2011: $0Net Assets 2011: $1,533,3132011Assets 2012: $1,515,231Liabilities 2012: $02012Assets 2013: $1,513,998Liabilities 2013: $02013Assets 2014: $1,505,403Liabilities 2014: $02014Assets 2015: $1,538,479Liabilities 2015: $02015Assets 2018: $1,727,654Liabilities 2018: $0Net Assets 2018: $1,727,6542018Assets 2019: $1,682,482Liabilities 2019: $0Net Assets 2019: $1,682,4822019Assets 2020: $1,709,645Liabilities 2020: $0Net Assets 2020: $1,709,6452020Assets 2021: $1,712,154Liabilities 2021: $0Net Assets 2021: $1,712,1542021Assets 2022: $1,637,545Liabilities 2022: $0Net Assets 2022: $1,637,5452022Assets 2023: $1,597,202Liabilities 2023: $0Net Assets 2023: $1,597,2022023Assets 2024: $1,588,511Liabilities 2024: $0Net Assets 2024: $1,588,5112024

Highlighted filing

2021

Assets$1,712,154
Liabilities$0
Net Assets$1,712,154
Open 2021 Filing

Operations Trend

Revenue Growth22nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$100K$0-$100KExpenses 2011: $91,4832011Revenue 2012: $91,423Expenses 2012: $109,542Net Income 2012: -$18,1192012Revenue 2013: $114,313Expenses 2013: $116,152Net Income 2013: -$1,8392013Revenue 2014: $116,811Expenses 2014: $119,488Net Income 2014: -$2,6772014Revenue 2015: $148,968Expenses 2015: $121,442Net Income 2015: $27,5262015Revenue 2018: $134,251Expenses 2018: $129,468Net Income 2018: $4,7832018Revenue 2019: $81,460Expenses 2019: $127,855Net Income 2019: -$46,3952019Revenue 2020: $154,077Expenses 2020: $126,548Net Income 2020: $27,5292020Revenue 2021: $141,051Expenses 2021: $131,625Net Income 2021: $9,4262021Revenue 2022: $47,997Expenses 2022: $127,759Net Income 2022: -$79,7622022Revenue 2023: $85,497Expenses 2023: $125,890Net Income 2023: -$40,3932023Revenue 2024: $109,553Expenses 2024: $117,303Net Income 2024: -$7,7502024

Highlighted filing

2021

Revenue$141,051
Expenses$131,625
Net Income$9,426
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Apr 27, 2022
Return Version
2021v4.1
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGO BANK N ATrustee-$24,999-$24,999
Filing and Contact Details

Filer

Filer Name
Wm Inglis Morse Trust U a 5 Par 3
EIN
06-6020428
Phone
8887304933
Address
6325 S RAINBOW BLVD STE 300, LAS VEGAS, NV 89118

Signing Officer

Name
-
Title
Trustee
Phone
8887304933
Signed
2022-04-27
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
301 GRANT STREET 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Joseph J Castriano
Phone
4123556000
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6242115
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16911312106 UNITED PARCEL SERVIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1712572Q105 CME GROUP INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2875513E101 RAYTHEON TECHNOLOGIE
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IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt051710
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt089341
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0141051
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0141051
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01087
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01087
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt089341
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt02500
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt022499
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt024999
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0102000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0102000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt049737
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt051710
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt09426
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0401802
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt089341
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0116155
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt035
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt035
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0424
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt03504
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0105622
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt022923
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0131625
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0139078
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0141051
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt03622
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt022923
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt029625
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02013-04-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12009-07-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22020-09-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32001-12-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42020-09-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52018-07-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62020-12-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72013-04-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82013-04-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92000-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102020-03-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112000-01-01

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,712,154
Liabilities
$0
Net assets
$1,712,154
Revenue
$141,051
Expenses
$131,625
Net income
$9,426
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.11$0.12$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.09$0.13$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.05$0.13$0.08
2021Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$0.14$0.13$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$0.15$0.13$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.08$0.13$0.05
2018Detailed filing. Detailed filing data is available for this year.$1.73$0.00$1.73$0.13$0.13$0.00
2015Summary only. Only limited summary data is available for this year.$1.54$0.00$0.15$0.12$0.03
2014Summary only. Only limited summary data is available for this year.$1.51$0.00$0.12$0.12$0.00
2013Summary only. Only limited summary data is available for this year.$1.51$0.00$0.11$0.12$0.00
2012Summary only. Only limited summary data is available for this year.$1.52$0.00$0.09$0.11$0.02
2011Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.09