Civic Intelligence

Helen L Morris Foundation Inc.

990 • Fiscal year 2017 • EIN 16-1562098

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 10, 2017

Organization ProfileN/A
500 East AvenueRochester, NY 14607

(585) 271-4100

Siviq Scores

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

Liabilities / Assets

20th percentile

0.00x

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

2017 filings • NTEE P • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

20th percentile

0.00x

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

2017 filings • NTEE P • $500k-$1M nonprofits • Source year 2017

Net Margin

97th percentile

81%

Higher net margin than 97% of similar nonprofits.

2017 filings • NTEE P • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • NTEE P • $500k-$1M nonprofits • Source year 2017

Asset Growth

54th percentile

6.7%

Faster asset growth than 54% of similar nonprofits.

2017 filings • NTEE P • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

5th percentile

-37%

Faster revenue growth than 5% of similar nonprofits.

2017 filings • NTEE P • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets20th percentile

Assets

Up

$961,086

Up $60,508 (+6.7%) from 2016

Net Assets

Up

$961,086

Up $60,508 (+6.7%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue20th percentileNet Margin97th percentile

Revenue

Down

$26,514

Down $15,409 (-37%) from 2016

Expenses

Down

$5,100

Down $98,011 (-95%) from 2016

Net Income

Up

$21,414

Up $82,602 (+135%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

$1.0M$500K$0Assets 2011: $869,879Liabilities 2011: $0Net Assets 2011: $869,8792011Assets 2012: $891,367Liabilities 2012: $0Net Assets 2012: $891,3672012Assets 2013: $937,613Liabilities 2013: $0Net Assets 2013: $937,6132013Assets 2014: $994,730Liabilities 2014: $0Net Assets 2014: $994,7302014Assets 2015: $954,559Liabilities 2015: $0Net Assets 2015: $954,5592015Assets 2016: $900,578Liabilities 2016: $0Net Assets 2016: $900,5782016Assets 2017: $961,086Liabilities 2017: $0Net Assets 2017: $961,0862017Assets 2018: $863,348Liabilities 2018: $0Net Assets 2018: $863,3482018Assets 2019: $774,301Liabilities 2019: $0Net Assets 2019: $774,3012019Assets 2020: $802,637Liabilities 2020: $0Net Assets 2020: $802,6372020Assets 2021: $863,008Liabilities 2021: $0Net Assets 2021: $863,0082021Assets 2022: $791,079Liabilities 2022: $0Net Assets 2022: $791,0792022Assets 2023: $819,712Liabilities 2023: $0Net Assets 2023: $819,7122023Assets 2024: $941,766Liabilities 2024: $0Net Assets 2024: $941,7662024

Highlighted filing

2017

Assets$961,086
Liabilities$0
Net Assets$961,086
Open 2017 Filing

Operations Trend

Revenue Growth5th percentile

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

$200K$100K$0-$100K-$200KRevenue 2011: $19,548Expenses 2011: $14,037Net Income 2011: $5,5112011Revenue 2012: $21,307Expenses 2012: $20,371Net Income 2012: $9362012Expenses 2013: $21,8202013Revenue 2014: $39,530Expenses 2014: $29,620Net Income 2014: $9,9102014Revenue 2015: $38,554Expenses 2015: $58,455Net Income 2015: -$19,9012015Revenue 2016: $41,923Expenses 2016: $103,111Net Income 2016: -$61,1882016Revenue 2017: $26,514Expenses 2017: $5,100Net Income 2017: $21,4142017Revenue 2018: $46,307Expenses 2018: $140,070Net Income 2018: -$93,7632018Revenue 2019: $58,440Expenses 2019: $167,747Net Income 2019: -$109,3072019Revenue 2020: $34,748Expenses 2020: $11,712Net Income 2020: $23,0362020Revenue 2021: $50,519Expenses 2021: $70,834Net Income 2021: -$20,3152021Revenue 2022: $77,949Expenses 2022: $2,044Net Income 2022: $75,9052022Revenue 2023: $59,921Expenses 2023: $1,924Net Income 2023: $57,9972023Revenue 2024: $48,840Expenses 2024: $179Net Income 2024: $48,6612024

Highlighted filing

2017

Revenue$26,514
Expenses$5,100
Net Income$21,414
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 10, 2017
Return Version
2016v3.0
Gross Receipts
$26,514
Mission and Program Overview

Mission

To promote world peace and human rights, to foster the well-being of women, children, and the elderly, and to prevent cruelty to animals.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$742,691$808,085▲ $65,394
Savings and Temporary Cash Investments$157,887$153,001▼ $4,886
Total Assets$900,578$961,086▲ $60,508
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$900,578$961,086▲ $60,508
Total Net Assets Fund Balance$900,578$961,086▲ $60,508
Total Liabilities and Net Assets / Fund Balance$900,578$961,086▲ $60,508
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Jo Ann DeblingerPresident/treasurer
Patricia CampbellDirector
Richard GilbertDirector
Sandra TrippDirector
Jennifer LeonardSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$26,514
Other Revenue
$0
Change in Net Assets
$21,414
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$5,000
Other Expenses$100
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$5,000--$5,000
Other Expenses-$100-$100
Total Functional Expenses$5,000$100$0$5,100
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Patricia campbell(board member) reported to jennifer leonard (board member and secretary) at the rochester area community foundation.”

Form 990, Part VI, Section B, Line 11B

“The form 990 is provided to the board for final review and is then filed.”

Form 990, Part VI, Section C, Line 19

“Governing documents and form 990 are available upon request. Form 990 is also available on www.guidestar.org.”

Form 990, Part VI

“The organization is a small supporting organization which does not necessitate the adoption of certain policies and procedures that would be necessary for larger exempt organizations in order to achieve transparency.”

Filing and Contact Details

Filer

Filer Name
Helen L Morris Foundation Inc
EIN
16-1562098
Phone
5852714100
Address
500 EAST AVENUE, ROCHESTER, NY 14607

Signing Officer

Name
Jo Ann Deblinger
Title
Pres./treasurer
Phone
5852714100
Signed
2017-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jo Ann Deblinger
Formed
1998
Legal Domicile
Ny
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
5

Preparer

Firm
Mengel Metzger Barr & Co Llp
Address
100 CHESTNUT STREET SUITE 1200, ROCHESTER, NY 14604
Preparer
Anthony Sandonato
Phone
5854231860
Raw XML Appendix386 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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IRS990ScheduleA/SupportedOrganizationsTotalCnt01
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IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
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IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt00
IRS990/ScheduleBRequiredInd00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PATRICIA CAMPBELL(BOARD MEMBER) REPORTED TO JENNIFER LEONARD (BOARD MEMBER AND SECRETARY) AT THE ROCHESTER AREA COMMUNITY FOUNDATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS PROVIDED TO THE BOARD FOR FINAL REVIEW AND IS THEN FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING DOCUMENTS AND FORM 990 ARE AVAILABLE UPON REQUEST. FORM 990 IS ALSO AVAILABLE ON WWW.GUIDESTAR.ORG.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION IS A SMALL SUPPORTING ORGANIZATION WHICH DOES NOT NECESSITATE THE ADOPTION OF CERTAIN POLICIES AND PROCEDURES THAT WOULD BE NECESSARY FOR LARGER EXEMPT ORGANIZATIONS IN ORDER TO ACHIEVE TRANSPARENCY.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI
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IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
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IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalAssetsGrp/BOYAmt0900578
IRS990/TotalAssetsGrp/EOYAmt0961086
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0100
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt05000
IRS990/TotalFunctionalExpensesGrp/TotalAmt05100
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IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalReportableCompFromOrgAmt00
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IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt04467
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt026514
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
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ReturnHeader/FilingSecurityInformation/IPTm013:13:46
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0161092347
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0100 CHESTNUT STREET SUITE 1200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ROCHESTER
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd014604
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANTHONY SANDONATO
ReturnHeader/ReturnTs02017-11-14T10:39:03-06:00
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ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$961,086
Liabilities
$0
Net assets
$961,086
Revenue
$26,514
Expenses
$5,100
Net income
$21,414
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.42$0.00$9.42$0.49$0.00$0.49
2023Summary only. Only limited summary data is available for this year.$8.20$0.00$8.20$0.60$0.02$0.58
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.91$0.00$7.91$0.78$0.02$0.76
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.63$0.00$8.63$0.51$0.71$0.20
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.03$0.00$8.03$0.35$0.12$0.23
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.74$0.00$7.74$0.58$1.68$1.09
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.63$0.00$8.63$0.46$1.40$0.94
2017Detailed filing. Detailed filing data is available for this year.$9.61$0.00$9.61$0.27$0.05$0.21
2016Detailed filing. Detailed filing data is available for this year.$9.01$0.00$9.01$0.42$1.03$0.61
2015Detailed filing. Detailed filing data is available for this year.$9.55$0.00$9.55$0.39$0.58$0.20
2014Detailed filing. Detailed filing data is available for this year.$9.95$0.00$9.95$0.40$0.30$0.10
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.38$0.00$9.38$0.22
2012Summary only. Only limited summary data is available for this year.$8.91$0.00$8.91$0.21$0.20$0.01
2011Summary only. Only limited summary data is available for this year.$8.70$0.00$8.70$0.20$0.14$0.06