Civic Intelligence

Est Lydia Morris Decd Tw F 13689

990 • Fiscal year 2014 • EIN 23-6210940

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 16, 2015

1525 W Wt Harris Blvd D1114-044Charlotte, NC 28262

(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.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Liabilities / Revenue

6th percentile

0.00x

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

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Net Margin

70th percentile

11%

Higher net margin than 70% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Top Officer Pay

21st percentile

$32,556

Higher top officer pay than 21% of similar nonprofits.

Top officer pay equals 8.3% of source-year revenue.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Asset Growth

40th percentile

0.4%

Faster asset growth than 40% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Revenue Growth

2nd percentile

-76%

Faster revenue growth than 2% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Assets

Up

$6,397,675

Up $27,990 (+0.4%) from 2013

Net Assets

Up

$6,397,675

Up $27,990 (+0.4%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Down

$390,493

Down $1,226,300 (-76%) from 2013

Expenses

Up

$346,553

Up $15,021 (+4.5%) from 2013

Net Income

Down

$43,940

Down $1,241,321 (-97%) from 2013

Historical Trend

Balance Sheet Trend

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

2014

Assets$6,397,675
Liabilities$0
Net Assets$6,397,675

Operations Trend

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

2014

Revenue$390,493
Expenses$346,553
Net Income$43,940
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 16, 2015
Return Version
2014v5.0
Gross Receipts
$1,322,644
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$6,369,685$6,397,675▲ $27,990
Investments Other Securities$5,440,185$5,535,264▲ $95,079
Land, Buildings, and Equipment, Net$487,450$487,450→ $0
Savings and Temporary Cash Investments$442,050$374,961▼ $67,089
Total Assets$6,369,685$6,397,675▲ $27,990
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$6,369,685$6,397,675▲ $27,990
Total Liabilities and Net Assets / Fund Balance$6,369,685$6,397,675▲ $27,990

Asset Categories

AssetBook ValueDepreciationBasis
Land$487,450--
Other Securities$5,535,264--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
-Trust OfficerFT$32,556$32,556
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,070
Investment Income
$388,423
Other Revenue
$0
Change in Net Assets
$43,940
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$308,927
Salaries, Compensation, and Employee Benefits$32,556
Other Expenses$5,070
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$308,927--$308,927
Current Officers, Directors, Trustees, and Key Employees-$32,556-$32,556
All Other Expenses-$5,070-$5,070
Total Functional Expenses$308,927$37,626$0$346,553
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
University of PennsylvaniaPhiladelphia, PA--$308,927
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

Filer Name
Morris Est Lydia T Decd Tw
EIN
23-6210940
Phone
8557392920
Address
1525 W WT HARRIS BLVD D1114-044, CHARLOTTE, NC 28262

Signing Officer

Name
-
Title
Trustee
Phone
8557392920
Signed
2015-11-16

Organization Details

Formed
1934
Legal Domicile
Pa
Voting Board Members
0
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 $6,258.48, Mutual Fund Posting Date After TYE less ($22,655.72), les ROC Adj ($392.60), prior adjustments $840.00.

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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/Form990ScheduleAPartVIGrp/ExplanationTxt0There is a dedicated relationship manager and investment officer assigned to this account who meets with the Director of Finance and Administration for the Morris Arboretum, The Unoversity of Pennsylvania to discuss investments and income needs. We mail monthly statements.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1Support 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 offical Arboretum of the Commonwealth of Pennsylvania and provides research and outrearch services to state
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2Community institutions and to the citizens of Pennsylvania.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Section D
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1Section E
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2Section E
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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.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
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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 $6,258.48, Mutual Fund Posting Date After TYE less ($22,655.72), les ROC Adj ($392.60), prior adjustments $840.00.
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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IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt06369685
IRS990/TotalAssetsEOYAmt06397675
IRS990/TotalAssetsGrp/BOYAmt06369685
IRS990/TotalAssetsGrp/EOYAmt06397675
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt037626
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0308927
IRS990/TotalFunctionalExpensesGrp/TotalAmt0346553
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt06369685
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt06397675
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOthProgramServiceRevGrp/ExclusionAmt02070
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt02070
IRS990/TotalProgramServiceExpensesAmt0308927
IRS990/TotalProgramServiceRevenueAmt02070
IRS990/TotalReportableCompFromOrgAmt032556
IRS990/TotalRevenueGrp/ExclusionAmt0390493
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0390493
IRS990/TotalVolunteersCnt025
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt06369685
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt06397675
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01 W 4TH STREET D4000-062
IRS990/USAddress/CityNm0WINSTONSALEM
IRS990/USAddress/StateAbbreviationCd0NC
IRS990/USAddress/ZIPCd0271013818
IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/PersonNm0-
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum08557392920
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MORRIS EST LYDIA T DECD TW
ReturnHeader/Filer/BusinessNameControlTxt0MORR
ReturnHeader/Filer/EIN0236210940
ReturnHeader/Filer/PhoneNum08557392920
ReturnHeader/Filer/USAddress/AddressLine1Txt01525 W WT HARRIS BLVD D1114-044
ReturnHeader/Filer/USAddress/CityNm0CHARLOTTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028262
ReturnHeader/ReturnTs02015-11-16T09:00:44-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

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