Civic Intelligence

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

990PF • Fiscal year 2022 • EIN 13-7063711

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 15, 2023

Organization Profile
2445 Kings Gate LaneMount Pleasant, SC 29466

(202) 701-8988

Siviq Scores

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

Liabilities / Assets

97th percentile

1.85x

Higher debt load relative to assets than 97% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2022

Net Margin

100th percentile

2644%

Higher net margin than 100% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

74th percentile

18%

Faster asset growth than 74% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets97th percentile

Assets

Up

$170,966

Up $26,635 (+18%) from 2021

Net Assets

Up

-$145,083

Up $26,635 (+16%) from 2021

Liabilities

Flat

$316,049

Flat from 2021

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$317

Down $332 (-2213%) from 2021

Expenses

Up

$8,065

Up $3,235 (+67%) from 2021

Net Income

Down

-$8,382

Down $3,567 (-74%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth74th 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

2022

Assets$170,966
Liabilities$316,049
Net Assets-$145,083
Open 2022 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2022

Revenue-$317
Expenses$8,065
Net Income-$8,382
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 15, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOAN STRAUSTrustee (Until 10/6/22)PT$0--
BENJAMIN P FISHBURNE IIITrusteePT$0--
Filing and Contact Details

Filer

Filer Name
The David & Mildred Morse Charitable
EIN
13-7063711
Phone
2027018988
Address
2445 KINGS GATE LANE, MOUNT PLEASANT, SC 29466

Signing Officer

Name
Benjamin P Fishburne Iii
Title
Trustee
Phone
2027018988
Signed
2023-11-15
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 Appendix287 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.

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IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt03625005
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt03625686
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0805
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0805
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt015
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0-357
OtherIncomeSchedule2/OtherIncomeDetail/Desc0INVESTMENT INCOME FROM 485 HOLDINGS LLC
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0-357
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-357
OtherIncreasesSchedule/OtherIncreasesDetail/Amt035017
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0PRIOR PERIOD ADJUSTMENT
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt0316049
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0DEFERRED TAX LIABILITY - SECOND 485 ASSOCIATES, LLC
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt0316049
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BENJAMIN P FISHBURNE III
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02027018988
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE DAVID & MILDRED MORSE CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TRUST C/O BENJAMIN P FISHBURNE III
ReturnHeader/Filer/BusinessNameControlTxt0DAVI
ReturnHeader/Filer/EIN0137063711
ReturnHeader/Filer/PhoneNum02027018988
ReturnHeader/Filer/USAddress/AddressLine1Txt02445 KINGS GATE LANE
ReturnHeader/Filer/USAddress/CityNm0MOUNT PLEASANT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0SC
ReturnHeader/Filer/USAddress/ZIPCd029466
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
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/PreparationDt02023-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAUL WEIRETER
ReturnHeader/ReturnTs02023-11-15T17:05:57-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BENJAMIN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FISHBURNE III
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$170,966
Liabilities
$316,049
Net assets
-$145,083
Revenue
-$317
Expenses
$8,065
Net income
-$8,382
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
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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