Civic Intelligence

Est Lydia Morris Decd Tw F 13689

990 • Fiscal year 2013 • EIN 23-6210940

Jan 01, 2013 to Dec 31, 2013 • Filed on May 14, 2014

Organization ProfileN/A
1525 W Wt Harris Blvd D1114-04428262

(855) 739-2920

Siviq Scores

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

Liabilities / Assets

6th percentile

0.00x

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

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Liabilities / Revenue

7th percentile

0.00x

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

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Net Margin

96th percentile

79%

Higher net margin than 96% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Top Officer Pay

25th percentile

$30,949

Higher top officer pay than 25% of similar nonprofits.

Top officer pay equals 1.9% of source-year revenue.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Asset Growth

88th percentile

25%

Faster asset growth than 88% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets6th percentile

Assets

Up

$6,369,685

Up $1,283,642 (+25%) from 2012

Net Assets

Up

$6,369,685

Up $1,283,642 (+25%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue7th percentileNet Margin96th percentile

Revenue

$1,616,793

No earlier filing loaded for comparison.

Expenses

Down

$331,532

Down $45,368 (-12%) from 2012

Net Income

$1,285,261

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth88th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2012: $5,086,043Liabilities 2012: $0Net Assets 2012: $5,086,0432012Assets 2013: $6,369,685Liabilities 2013: $0Net Assets 2013: $6,369,6852013Assets 2014: $6,397,675Liabilities 2014: $0Net Assets 2014: $6,397,6752014Assets 2015: $6,359,129Liabilities 2015: $0Net Assets 2015: $6,359,1292015Assets 2019: $6,288,779Liabilities 2019: $0Net Assets 2019: $6,288,7792019Assets 2020: $6,236,875Liabilities 2020: $0Net Assets 2020: $6,236,8752020Assets 2021: $6,535,500Liabilities 2021: $0Net Assets 2021: $6,535,5002021Assets 2022: $6,271,018Liabilities 2022: $0Net Assets 2022: $6,271,0182022Assets 2023: $6,194,959Liabilities 2023: $0Net Assets 2023: $6,194,9592023Assets 2024: $6,287,797Liabilities 2024: $0Net Assets 2024: $6,287,7972024

Highlighted filing

2013

Assets$6,369,685
Liabilities$0
Net Assets$6,369,685
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2012: $376,9002012Revenue 2013: $1,616,793Expenses 2013: $331,532Net Income 2013: $1,285,2612013Revenue 2014: $390,493Expenses 2014: $346,553Net Income 2014: $43,9402014Revenue 2015: $297,807Expenses 2015: $357,131Net Income 2015: -$59,3242015Revenue 2019: $445,330Expenses 2019: $373,397Net Income 2019: $71,9332019Revenue 2020: $351,908Expenses 2020: $403,515Net Income 2020: -$51,6072020Revenue 2021: $688,279Expenses 2021: $389,685Net Income 2021: $298,5942021Revenue 2022: $50,718Expenses 2022: $200,900Net Income 2022: -$150,1822022Revenue 2023: $94,227Expenses 2023: $140,730Net Income 2023: -$46,5032023Revenue 2024: $283,312Expenses 2024: $290,834Net Income 2024: -$7,5222024

Highlighted filing

2013

Revenue$1,616,793
Expenses$331,532
Net Income$1,285,261
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 14, 2014
Return Version
2013v3.1
Gross Receipts
$4,751,984
Mission and Program Overview

Mission

Support of the morris arboretum of the university of pennsylvania,which is a historic garden and educational institution that promotes understanding of the relationship between plants, people, and placesthrough programs that integrate science, art, and the humanities.the morris arboretum is the official arboretum of the commonwealthof pennsylvania and provides research and outreach services to state agencies, community institutions, and to the citizens of pennsylvania and beyond.

Support of the morris arboretum of the university of pennsylvania, which is a historic garden and educational institution that promotes understanding of the relationship between plants, people, and places through programs that integrate science, art, and the humanities. The morris arboretum is the official arboretum of the commonwealth of pennsylvania and provides research and outreach services to state agencies, community institutions, and to the citizens of pennsylvania and beyond.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$5,086,043$6,369,685▲ $1,283,642
Investments in Publicly Traded Securities$4,332,178$5,440,185▲ $1,108,007
Land, Buildings, and Equipment, Net$487,450$487,450→ $0
Savings and Temporary Cash Investments$251,472$442,050▲ $190,578
Cash and Non-Interest-Bearing Accounts$14,943--
Total Assets$5,086,043$6,369,685▲ $1,283,642
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$5,086,043$6,369,685▲ $1,283,642
Total Liabilities and Net Assets / Fund Balance$5,086,043$6,369,685▲ $1,283,642

Asset Categories

AssetBook ValueDepreciationBasis
Land$487,450--
Compensation and Service Providers
Top Officer Pay25th percentile

Employees

NameTitleFull / Part TimeBaseTotal
-Trust OfficerFT$30,949$30,949
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$1,616,793
Other Revenue
$0
Change in Net Assets
$1,285,261
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$294,922
Salaries, Compensation, and Employee Benefits$30,949
Other Expenses$5,661
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$294,922--$294,922
Current Officers, Directors, Trustees, and Key Employees-$30,949-$30,949
Other Expenses-$43-$43
Total Functional Expenses$294,922$36,610$0$331,532
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
23-1352685---$294,922
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 1A

“N/A”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8A

“Minutes of all meetings are recorded and reviewed.”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

“Minutes of all meetings of committees are recorded and reviewed.”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“Sole Trustee prepares and reviews Form 990”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12C

“Wells fargo employees have an obligation to read and comply with the code of ethics and business conduct and any required disclosures are made to the appropriate code administrator.”

Filing and Contact Details

Filer

EIN
23-6210940
Phone
8557392920

Signing Officer

Name
-
Title
Trustee
Phone
8557392920
Signed
2014-05-14

Organization Details

Formed
1934
Legal Domicile
Pa
Voting Board Members
1
Independent Board Members
0
Employees
0
Volunteers
25
Supplemental Narrative

Additional Explanations

Description of Process for Determining Compensation

“There is no paid CEO, Executive Director, or top management official.”

Description of Process for Determining Compensation

“There is no paid key employees of the organization”

Description for Making Documents Public

“VIA GUIDESTAR.”

Description for Making Documents Public

“Available on www.guidestar.com and upon request”

Explanation for Form 990, Part XI, Line 9

“Mutual Fund Tax Effective Date Before TYE $6,458.22 - Mutual Fund Posting Date After TYE less ($6,258.48) les ROC Adj ($311.25) less rounding ($6.03)”

Raw XML Appendix278 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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IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
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IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
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IRS990/InvestmentIncomeGrp/ExclusionAmt0155289
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0155289
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt04332178
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IRS990/IRPDocumentCnt00
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IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
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IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
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IRS990/NetAssetsOrFundBalancesEOYAmt06369685
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IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01461504
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-117
IRS990/OtherExpensesGrp/Desc0REAL ESTATE EXPENSES
IRS990/OtherExpensesGrp/Desc1FOREIGN TAX PAID
IRS990/OtherExpensesGrp/Desc2ADR FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt03376
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IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
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IRS990/ReconcilationRevenueExpnssAmt01285261
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IRS990/RelatedEntityInd0false
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0WRITTEN POLICIES AND PROCEDURES ARE DOCUMENTS USED BY THE ORGANIZATION TO ADDRESS POLICIES, PROCEDURES AND ACTIVITIES. THE TRUSTEE IS ACTIVELY INVOLVED IN THE MEETINGS OF THE SUPPORTED ORGANIZATION AND EITHER ATTENDS OR REVIEWS THE MINUTES OF THE ADVISORY COMMITTEE MEETINGS.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MINUTES OF ALL MEETINGS ARE RECORDED AND REVIEWED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MINUTES OF ALL MEETINGS OF COMMITTEES ARE RECORDED AND REVIEWED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Sole Trustee prepares and reviews Form 990
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4WELLS FARGO EMPLOYEES HAVE AN OBLIGATION TO READ AND COMPLY WITH THE CODE OF ETHICS AND BUSINESS CONDUCT AND ANY REQUIRED DISCLOSURES ARE MADE TO THE APPROPRIATE CODE ADMINISTRATOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5There is no paid CEO, Executive Director, or top management official.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6There is no paid key employees of the organization
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7VIA GUIDESTAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8AVAILABLE ON WWW.GUIDESTAR.COM AND UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Mutual Fund Tax Effective Date Before TYE $6,458.22 - Mutual Fund Posting Date After TYE less ($6,258.48) les ROC Adj ($311.25) less rounding ($6.03)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 1a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5DESCRIPTION OF PROCESS FOR DETERMINING COMPENSATION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6DESCRIPTION OF PROCESS FOR DETERMINING COMPENSATION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7DESCRIPTION FOR MAKING DOCUMENTS PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8DESCRIPTION FOR MAKING DOCUMENTS PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9EXPLANATION FOR FORM 990, PART XI, LINE 9
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ReturnHeader/BuildTS02015-11-30 17:44:51Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02014-05-14
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ReturnHeader/Filer/EIN0236210940
ReturnHeader/Filer/PhoneNum08557392920
ReturnHeader/Filer/USAddress/AddressLine101525 W WT HARRIS BLVD D1114-044
ReturnHeader/Filer/USAddress/City0CHARLOTTE
ReturnHeader/Filer/USAddress/State0NC
ReturnHeader/Filer/USAddress/ZIPCode028262
ReturnHeader/ReturnTs02014-05-14T14:58:10-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,369,685
Liabilities
$0
Net assets
$6,369,685
Revenue
$1,616,793
Expenses
$331,532
Net income
$1,285,261
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.29$0.00$6.29$0.28$0.29$0.01
2023Detailed filing. Detailed filing data is available for this year.$6.19$0.00$6.19$0.09$0.14$0.05
2022Detailed filing. Detailed filing data is available for this year.$6.27$0.00$6.27$0.05$0.20$0.15
2021Detailed filing. Detailed filing data is available for this year.$6.54$0.00$6.54$0.69$0.39$0.30
2020Detailed filing. Detailed filing data is available for this year.$6.24$0.00$6.24$0.35$0.40$0.05
2019Detailed filing. Detailed filing data is available for this year.$6.29$0.00$6.29$0.45$0.37$0.07
2015Detailed filing. Detailed filing data is available for this year.$6.36$0.00$6.36$0.30$0.36$0.06
2014Detailed filing. Detailed filing data is available for this year.$6.40$0.00$6.40$0.39$0.35$0.04
2013Detailed filing. Detailed filing data is available for this year.$6.37$0.00$6.37$1.62$0.33$1.29
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.09$0.00$5.09$0.38
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2013 filings • 501(c)3 • $5M-$10M nonprofits