Civic Intelligence

Robert and Kerry Morris Foundation

990PF • Fiscal year 2015 • EIN 20-3515093

Jan 01, 2015 to Dec 31, 2015 • Filed on Mar 11, 2016

Organization Profile
28128 Pacific Coast HighwayMalibu, CA 90265

(310) 457-9791

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Liabilities / Revenue

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Net Margin

85th percentile

33%

Higher net margin than 85% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2015 filings • <$500k nonprofits • Source year 2015

Asset Growth

54th percentile

2.0%

Faster asset growth than 54% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

76th percentile

23%

Faster revenue growth than 76% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets58th percentile

Assets

Flat

$72,999

Flat from 2015

Net Assets

$72,999

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin85th percentile

Revenue

Flat

$4,425

Flat from 2015

Expenses

Flat

$2,970

Flat from 2015

Net Income

Flat

$1,455

Flat from 2015

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

$80K$60K$40K$20K$0Assets 2010: $60,167Liabilities 2010: $0Net Assets 2010: $60,1672010Assets 2011: $64,690Liabilities 2011: $02011Assets 2012: $67,568Liabilities 2012: $02012Assets 2013: $70,567Liabilities 2013: $02013Assets 2014: $71,544Liabilities 2014: $0Net Assets 2014: $71,5442014Assets 2015: $72,999Liabilities 2015: $0Net Assets 2015: $72,9992015Assets 2015: $72,999Liabilities 2015: $12015Assets 2016: $63,774Liabilities 2016: $0Net Assets 2016: $63,7742016Assets 2018: $24,665Liabilities 2018: $0Net Assets 2018: $24,6652018Assets 2019: $24,540Liabilities 2019: $12019Assets 2020: $24,394Liabilities 2020: $0Net Assets 2020: $24,3942020Assets 2021: $24,246Liabilities 2021: $0Net Assets 2021: $24,2462021Assets 2022: $17,098Liabilities 2022: $0Net Assets 2022: $17,0982022Assets 2023: $16,950Liabilities 2023: $12023Assets 2025: $16,804Liabilities 2025: $0Net Assets 2025: $16,8042025

Highlighted filing

2015

Assets$72,999
Liabilities$0
Net Assets$72,999
Open 2015 Filing

Operations Trend

Revenue Growth76th percentile

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

$15K$10K$5.0K$0-$5.0K-$10KExpenses 2010: $5,7082010Revenue 2011: $8,254Expenses 2011: $2,689Net Income 2011: $5,5652011Revenue 2012: $8,665Expenses 2012: $5,505Net Income 2012: $3,1602012Revenue 2013: $4,210Expenses 2013: $1,211Net Income 2013: $2,9992013Revenue 2014: $3,601Expenses 2014: $3,575Net Income 2014: $262014Revenue 2015: $4,425Expenses 2015: $2,970Net Income 2015: $1,4552015Revenue 2015: $4,425Expenses 2015: $2,970Net Income 2015: $1,4552015Revenue 2016: $10,977Expenses 2016: $1,246Net Income 2016: $9,7312016Revenue 2018: $35Expenses 2018: $150Net Income 2018: -$1152018Revenue 2019: $25Expenses 2019: $150Net Income 2019: -$1252019Revenue 2020: $4Expenses 2020: $150Net Income 2020: -$1462020Revenue 2021: $2Expenses 2021: $150Net Income 2021: -$1482021Revenue 2022: $2Expenses 2022: $7,150Net Income 2022: -$7,1482022Revenue 2023: $2Expenses 2023: $150Net Income 2023: -$1482023Revenue 2025: $2Expenses 2025: $150Net Income 2025: -$1482025

Highlighted filing

2015

Revenue$4,425
Expenses$2,970
Net Income$1,455
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Mar 11, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT MORRISTrustee-$0--
KERRY MORRISTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Robert and Kerry Morris Foundation
EIN
20-3515093
Phone
3104579791
Address
28128 PACIFIC COAST HIGHWAY, MALIBU, CA 90265

Signing Officer

Name
Harold Fox
Title
Trustee
Phone
3104579791
Signed
2016-03-11
Discuss with paid preparer
Yes

Preparer

Firm
SCHUR & SUGARMAN CPA'S APC
Address
11845 W OLYMPIC BLVD SUITE 1125W, LOS ANGELES, CA 90064
Preparer
Michael L Schur
Phone
3104057699
Raw XML Appendix295 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/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0384
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt05000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt02401
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt05500
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt05500
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt09156
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0371
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0384
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt05000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt02401
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0371
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt014656
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt014285
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0368
OtherIncomeSchedule2/OtherIncomeDetail/Desc0RJKE MORRIS ENT
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0368
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0150
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0150
TaxesSchedule/TaxesDetail/Amt0158
TaxesSchedule/TaxesDetail/Amt1162
TaxesSchedule/TaxesDetail/CategoryTxt0CALIFORNIA FRANCHISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1US TREASURY
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0158
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1162
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0HAROLD FOX
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03104579791
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-03-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROBERT AND KERRY MORRIS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0203515093
ReturnHeader/Filer/PhoneNum03104579791
ReturnHeader/Filer/USAddress/AddressLine1Txt028128 PACIFIC COAST HIGHWAY
ReturnHeader/Filer/USAddress/CityNm0MALIBU
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090265
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0954389920
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SCHUR & SUGARMAN CPA'S APC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011845 W OLYMPIC BLVD SUITE 1125W
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOS ANGELES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090064
ReturnHeader/PreparerPersonGrp/PhoneNum03104057699
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL L SCHUR
ReturnHeader/ReturnTs02016-03-14T13:06:38-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$72,999
Liabilities
$0
Net assets
$72,999
Revenue
$4,425
Expenses
$2,970
Net income
$1,455
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$16.8$0.00$16.8$0.00$0.15$0.15
2023Summary only. Only limited summary data is available for this year.$17.0$0.00$0.00$0.15$0.15
2022Detailed filing. Detailed filing data is available for this year.$17.1$0.00$17.1$0.00$7.15$7.15
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$24.2$0.00$24.2$0.00$0.15$0.15
2020Detailed filing. Detailed filing data is available for this year.$24.4$0.00$24.4$0.00$0.15$0.15
2019Summary only. Only limited summary data is available for this year.$24.5$0.00$0.03$0.15$0.13
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$24.7$0.00$24.7$0.04$0.15$0.12
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$63.8$0.00$63.8$11.0$1.25$9.73
2015Detailed filing. Detailed filing data is available for this year.$73.0$0.00$73.0$4.43$2.97$1.46
2015Summary only. Only limited summary data is available for this year.$73.0$0.00$4.43$2.97$1.46
2014Detailed filing. Detailed filing data is available for this year.$71.5$0.00$71.5$3.60$3.58$0.03
2013Summary only. Only limited summary data is available for this year.$70.6$0.00$4.21$1.21$3.00
2012Summary only. Only limited summary data is available for this year.$67.6$0.00$8.67$5.51$3.16
2011Summary only. Only limited summary data is available for this year.$64.7$0.00$8.25$2.69$5.57
2010Detailed filing. Detailed filing data is available for this year.$60.2$0.00$60.2$5.71