Civic Intelligence

The David & Mildred Morse Charitable Trust Co Benjamin P Fishburne III

990PF • Fiscal year 2019 • EIN 13-7063711

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 12, 2020

Organization Profile
Jones Day 250 Vesey Street-32nd FLNew York, NY 10281-1047

(212) 326-3939

Siviq Scores

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

Liabilities / Assets

98th percentile

1.95x

Higher debt load relative to assets than 98% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

100th percentile

395.81x

Higher debt load relative to revenue than 100% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

1st percentile

-4811%

Higher net margin than 1% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

88th percentile

$25,000

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 3128.9% of source-year revenue.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

20th percentile

-19%

Faster asset growth than 20% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

1st percentile

-100%

Faster revenue growth than 1% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets98th percentile

Assets

Down

$161,946

Down $38,441 (-19%) from 2018

Net Assets

Down

-$154,303

Down $38,441 (-33%) from 2018

Liabilities

Flat

$316,249

Flat from 2018

Revenue And Expenses
Liabilities / Revenue100th percentileNet Margin1st percentile

Revenue

Down

$799

Down $1,302,450 (-100%) from 2018

Expenses

Down

$39,240

Down $3,527,749 (-99%) from 2018

Net Income

Up

-$38,441

Up $2,225,299 (+98%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth20th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MAssets 2010: $2,529,655Liabilities 2010: $0Net Assets 2010: $2,529,6552010Assets 2011: $2,670,216Liabilities 2011: $0Net Assets 2011: $2,670,2162011Assets 2012: $2,668,964Liabilities 2012: $0Net Assets 2012: $2,668,9642012Assets 2013: $2,503,019Liabilities 2013: $0Net Assets 2013: $2,503,0192013Assets 2014: $2,438,526Liabilities 2014: $0Net Assets 2014: $2,438,5262014Assets 2015: $2,469,864Liabilities 2015: $0Net Assets 2015: $2,469,8642015Assets 2016: $2,155,993Liabilities 2016: $0Net Assets 2016: $2,155,9932016Assets 2017: $2,149,885Liabilities 2017: $0Net Assets 2017: $2,149,8852017Assets 2018: $200,387Liabilities 2018: $316,249Net Assets 2018: -$115,8622018Assets 2019: $161,946Liabilities 2019: $316,249Net Assets 2019: -$154,3032019Assets 2020: $149,346Liabilities 2020: $316,249Net Assets 2020: -$166,9032020Assets 2021: $144,331Liabilities 2021: $316,049Net Assets 2021: -$171,7182021Assets 2022: $170,966Liabilities 2022: $316,049Net Assets 2022: -$145,0832022Assets 2023: $172,624Liabilities 2023: $316,049Net Assets 2023: -$143,4252023Assets 2024: $168,753Liabilities 2024: $316,050Net Assets 2024: -$147,2972024

Highlighted filing

2019

Assets$161,946
Liabilities$316,249
Net Assets-$154,303
Open 2019 Filing

Operations Trend

Revenue Growth1st percentile

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

$4.0M$2.0M$0-$2.0M-$4.0MExpenses 2010: $230,0512010Expenses 2011: $266,3692011Expenses 2012: $288,1392012Revenue 2013: $252,713Expenses 2013: $317,189Net Income 2013: -$64,4762013Revenue 2014: $344,918Expenses 2014: $331,502Net Income 2014: $13,4162014Revenue 2015: $304,982Expenses 2015: $436,418Net Income 2015: -$131,4362015Revenue 2016: $193,051Expenses 2016: $360,176Net Income 2016: -$167,1252016Revenue 2017: $334,163Expenses 2017: $451,862Net Income 2017: -$117,6992017Revenue 2018: $1,303,249Expenses 2018: $3,566,989Net Income 2018: -$2,263,7402018Revenue 2019: $799Expenses 2019: $39,240Net Income 2019: -$38,4412019Revenue 2020: $0Expenses 2020: $12,600Net Income 2020: -$12,6002020Revenue 2021: $15Expenses 2021: $4,830Net Income 2021: -$4,8152021Revenue 2022: -$317Expenses 2022: $8,065Net Income 2022: -$8,3822022Revenue 2023: $1,658Expenses 2023: $0Net Income 2023: $1,6582023Revenue 2024: $13Expenses 2024: $3,885Net Income 2024: -$3,8722024

Highlighted filing

2019

Revenue$799
Expenses$39,240
Net Income-$38,441
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 12, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay88th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOAN STRAUSTrusteePT$25,000-$25,000
Filing and Contact Details

Filer

Filer Name
The David & Mildred Morse Charitable
EIN
13-7063711
Phone
2123263939
Address
JONES DAY 250 VESEY STREET-32ND FL, NEW YORK, NY 10281-1047

Signing Officer

Name
Joan Straus
Title
Trustee
Phone
2123263939
Signed
2020-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
4 TIMES SQUARE, NEW YORK, NY 10036
Preparer
Paul Weireter
Phone
2123721000
Raw XML Appendix292 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt05500
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0406
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt025000
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JOAN STRAUS
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0187118
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0255364
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0124153
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0124153
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt04063234
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt029127
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt03451369
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0140256
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0187118
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0255364
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt030500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt029127
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt04187387
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt04158260
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OTHER EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02295
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt0316249
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0DEFERRED TAX LIABILITY
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt0316249
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0945
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ADVISORY,AGENCY & MISC FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0945
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOAN STRAUS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02123263939
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE DAVID & MILDRED MORSE CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TRUST C/O JOAN STRAUS
ReturnHeader/Filer/BusinessNameControlTxt0DAVI
ReturnHeader/Filer/EIN0137063711
ReturnHeader/Filer/PhoneNum02123263939
ReturnHeader/Filer/USAddress/AddressLine1Txt0JONES DAY 250 VESEY STREET-32ND FL
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd0102811047
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId03BE78EE3CD9C04C31E2E3DD4590FA9F8F4A6D636
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt066.98.98.9
ReturnHeader/FilingSecurityInformation/IPDt02020-11-12
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm019:39:19
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0420714325
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RSM US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04 TIMES SQUARE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010036
ReturnHeader/PreparerPersonGrp/PhoneNum02123721000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAUL WEIRETER
ReturnHeader/ReturnTs02020-11-17T09:03:25-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$161,946
Liabilities
$316,249
Net assets
-$154,303
Revenue
$799
Expenses
$39,240
Net income
-$38,441
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.17$0.32$0.15$0.00$0.00$0.00
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.17$0.32$0.14$0.00$0.00$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.17$0.32$0.15$0.00$0.01$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.14$0.32$0.17$0.00$0.00$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.15$0.32$0.17$0.00$0.01$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.16$0.32$0.15$0.00$0.04$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.20$0.32$0.12$1.30$3.57$2.26
2017Detailed filing. Detailed filing data is available for this year.$2.15$0.00$2.15$0.33$0.45$0.12
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.16$0.00$2.16$0.19$0.36$0.17
2015Detailed filing. Detailed filing data is available for this year.$2.47$0.00$2.47$0.30$0.44$0.13
2014Detailed filing. Detailed filing data is available for this year.$2.44$0.00$2.44$0.34$0.33$0.01
2013Detailed filing. Detailed filing data is available for this year.$2.50$0.00$2.50$0.25$0.32$0.06
2012Detailed filing. Detailed filing data is available for this year.$2.67$0.00$2.67$0.29
2011Detailed filing. Detailed filing data is available for this year.$2.67$0.00$2.67$0.27
2010Detailed filing. Detailed filing data is available for this year.$2.53$0.00$2.53$0.23