Civic Intelligence

The Sunshine Morton Foundation

EIN 20-1637542 • Birmingham, AL

400 Shades Creek ParkwayBirmingham, AL 35209
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2016

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2016

Net Margin

92nd percentile

62%

Higher net margin than 92% of similar nonprofits.

<$500k nonprofits • Source year 2016

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2016

Asset Growth

92nd percentile

80%

Faster asset growth than 92% of similar nonprofits.

<$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

96th percentile

337%

Faster revenue growth than 96% of similar nonprofits.

<$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$61,372

Up $27,317 (+80%) from 2015

Liabilities

Flat

$0

Flat from 2015

Net Assets

Up

$61,372

Up $27,317 (+80%) from 2015

Operations
Liabilities / Revenue66th percentileNet Margin92nd percentile

Revenue

Up

$43,748

Up $33,744 (+337%) from 2015

Expenses

Down

$16,431

Down $9,004 (-35%) from 2015

Net Income

Up

$27,317

Up $42,748 (+277%) from 2015

Trend Graphs

Balance Sheet Trend

Asset Growth92nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$80K$60K$40K$20K$0Assets 2011: $36,928Liabilities 2011: $02011Assets 2012: $33,397Liabilities 2012: $0Net Assets 2012: $33,3972012Assets 2013: $44,614Liabilities 2013: $0Net Assets 2013: $44,6142013Assets 2014: $49,486Liabilities 2014: $0Net Assets 2014: $49,4862014Assets 2015: $34,055Liabilities 2015: $0Net Assets 2015: $34,0552015Assets 2016: $61,372Liabilities 2016: $0Net Assets 2016: $61,3722016

Highlighted filing

2016

Assets$61,372
Liabilities$0
Net Assets$61,372
Open 2016 Filing

Operations Trend

Revenue Growth96th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2011: $35,004Expenses 2011: $33,011Net Income 2011: $1,9932011Expenses 2012: $93,5362012Revenue 2013: $57,292Expenses 2013: $46,075Net Income 2013: $11,2172013Revenue 2014: $30,005Expenses 2014: $25,133Net Income 2014: $4,8722014Revenue 2015: $10,004Expenses 2015: $25,435Net Income 2015: -$15,4312015Revenue 2016: $43,748Expenses 2016: $16,431Net Income 2016: $27,3172016

Highlighted filing

2016

Revenue$43,748
Expenses$16,431
Net Income$27,317
Open 2016 Filing

Filings

Most recent year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$61,372
Liabilities
$0
Net assets
$61,372
Revenue
$43,748
Expenses
$16,431
Net income
$27,317
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$61.4$0.00$61.4$43.7$16.4$27.3
2015Detailed filing. Detailed filing data is available for this year.$34.1$0.00$34.1$10.0$25.4$15.4
2014Detailed filing. Detailed filing data is available for this year.$49.5$0.00$49.5$30.0$25.1$4.87
2013Detailed filing. Detailed filing data is available for this year.$44.6$0.00$44.6$57.3$46.1$11.2
2012Detailed filing. Detailed filing data is available for this year.$33.4$0.00$33.4$93.5
2011Summary only. Only limited summary data is available for this year.$36.9$0.00$35.0$33.0$1.99
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jun 29, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BARRY MORTONPresident/Director-$0--
CATHERINE B MORTONDirector-$0--
LYNN M SCHRAGOTreasurer/Director-$0--
KATHERINE M GURLEYSecretary/Director-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantASSIST INTERNATIONALJESUS THE HOPE OF ROMANIAPCSCOTTS VALLEY, CA, US$10,000
Paid GrantKING'S HOMEGENERAL FUNDPCBIRMINGHAM, AL, US$2,500
Paid GrantUNITED WAY OF CENTRAL ALABAMAGENERAL FUNDPCBIRMINGHAM, AL, US$2,000
Paid GrantHOOVER FIRST METHODISTPATTON CHAPEL COMMUNITY CEMETERYPCBIRMINGHAM, AL, US$1,000
Filing and Contact Details

Filer

Filer Name
The Sunshine Morton Foundation
EIN
20-1637542
Phone
2058030160
Address
400 SHADES CREEK PARKWAY, BIRMINGHAM, AL 35209

Signing Officer

Name
Barry Morton
Title
President/director
Phone
2058701000
Signed
2017-06-29
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
216 SUMMIT BOULEVARD STE 300, BIRMINGHAM, AL 35243
Preparer
James a Watson
Phone
2052780001
Raw XML Appendix338 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2PATTON CHAPEL COMMUNITY CEMETERY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ASSIST INTERNATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1KING'S HOME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2HOOVER FIRST METHODIST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3UNITED WAY OF CENTRAL ALABAMA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0230 MT HERMON ROAD STE 206
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11248 CENTER POINT PKWY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21934 PATTON CHAPEL RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PO BOX 320189
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SCOTTS VALLEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BIRMINGHAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2BIRMINGHAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3BIRMINGHAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd095066
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd135215
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd235226
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd3352320189
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt015500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0892
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0892
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt021943
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt021683
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt042618
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt090253
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt029610
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt029610
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0191105
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt014608
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt021943
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt021683
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt042618
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt090253
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt015500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt014608
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0220715
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0206107
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0BARRY AND CATHERINE MORTON
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt016486 US HWY 55
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0STERRETT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0AL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd035147
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt043736
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MISC EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt036
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BARRY MORTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT/DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02058701000
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-06-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE SUNSHINE MORTON FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SUNS
ReturnHeader/Filer/EIN0201637542
ReturnHeader/Filer/PhoneNum02058030160
ReturnHeader/Filer/USAddress/AddressLine1Txt0400 SHADES CREEK PARKWAY
ReturnHeader/Filer/USAddress/CityNm0BIRMINGHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd035209
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId006FACD64629DDCA234AE7B28C9C8F5413A56B673
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId03661E88D753D3671AFA197DDF406F98C6D9DE29C
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0108.171.131.188
ReturnHeader/FilingSecurityInformation/IPDt02017-06-29
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm009:13:27
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0420714325
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RSM US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0216 SUMMIT BOULEVARD STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BIRMINGHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd035243
ReturnHeader/PreparerPersonGrp/PhoneNum02052780001
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES A WATSON
ReturnHeader/ReturnTs02017-07-06T14:52:00-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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