Civic Intelligence

Est Lydia Morris Decd Tw F 13689

990 • Fiscal year 2015 • EIN 23-6210940

Jan 01, 2015 to Dec 31, 2015 • Filed on May 12, 2016

Organization ProfileN/A
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.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Liabilities / Revenue

6th percentile

0.00x

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

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Net Margin

12th percentile

-20%

Higher net margin than 12% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Top Officer Pay

21st percentile

$31,364

Higher top officer pay than 21% of similar nonprofits.

Top officer pay equals 10.5% of source-year revenue.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Asset Growth

43rd percentile

-0.6%

Faster asset growth than 43% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Revenue Growth

12th percentile

-24%

Faster revenue growth than 12% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets6th percentile

Assets

Down

$6,359,129

Down $38,546 (-0.6%) from 2014

Net Assets

Down

$6,359,129

Down $38,546 (-0.6%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue6th percentileNet Margin12th percentile

Revenue

Down

$297,807

Down $92,686 (-24%) from 2014

Expenses

Up

$357,131

Up $10,578 (+3.1%) from 2014

Net Income

Down

-$59,324

Down $103,264 (-235%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth43rd 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

2015

Assets$6,359,129
Liabilities$0
Net Assets$6,359,129
Open 2015 Filing

Operations Trend

Revenue Growth12th percentile

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

2015

Revenue$297,807
Expenses$357,131
Net Income-$59,324
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 12, 2016
Return Version
2015v2.0
Gross Receipts
$1,170,287
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$6,397,675$6,359,129▼ $38,546
Investments Other Securities$5,535,264$5,569,698▲ $34,434
Land, Buildings, and Equipment, Net$487,450$487,450→ $0
Savings and Temporary Cash Investments$374,961$292,157▼ $82,804
Cash and Non-Interest-Bearing Accounts-$9,824-
Total Assets$6,397,675$6,359,129▼ $38,546
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$6,397,675$6,359,129▼ $38,546
Total Liabilities and Net Assets / Fund Balance$6,397,675$6,359,129▼ $38,546

Asset Categories

AssetBook ValueDepreciationBasis
Land$487,450--
Other Securities$5,569,698--
Compensation and Service Providers
Top Officer Pay21st percentile

Employees

NameTitleFull / Part TimeBaseTotal
-Trust OfficerFT$31,364$31,364
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$297,807
Other Revenue
$0
Change in Net Assets
$-59,324
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$309,483
Salaries, Compensation, and Employee Benefits$31,364
Other Expenses$16,284
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$309,483--$309,483
Current Officers, Directors, Trustees, and Key Employees-$31,364-$31,364
All Other Expenses-$16,284-$16,284
Total Functional Expenses$309,483$47,648$0$357,131
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
University of PennsylvaniaPhiladelphia, PA--$309,483
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
2016-05-12

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 $22,655.72 Mutual Fund Posting Date After TYE less ($4,138.82), les ROC Adj ($2,917.65)”

Raw XML Appendix308 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/GoverningBodyVotingMembersCnt00
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IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
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IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01067533
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IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
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IRS990/InvestmentIncomeGrp/ExclusionAmt0102754
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0102754
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt05535264
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IRS990/IRPDocumentCnt00
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IRS990/LandBldgEquipCostOrOtherBssAmt0487450
IRS990/LegalDomicileStateCd0PA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0872480
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
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IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt06397675
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IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0195053
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0195053
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt015598
IRS990/OtherExpensesGrp/Desc0REAL ESTATE EXPENSES
IRS990/OtherExpensesGrp/Desc1FOREIGN TAX PAID
IRS990/OtherExpensesGrp/Desc2ADR FEES
IRS990/OtherWebsiteInd0X
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IRS990/ReconcilationRevenueExpnssAmt0-59324
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IRS990/ReportLandBuildingEquipmentInd0true
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IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt06397675
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IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt03451 WALNUT ST
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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
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
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 $22,655.72 Mutual Fund Posting Date After TYE less ($4,138.82), les ROC Adj ($2,917.65)
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/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt06397675
IRS990/TotalAssetsEOYAmt06359129
IRS990/TotalAssetsGrp/BOYAmt06397675
IRS990/TotalAssetsGrp/EOYAmt06359129
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt047648
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0309483
IRS990/TotalFunctionalExpensesGrp/TotalAmt0357131
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt06359129
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0309483
IRS990/TotalReportableCompFromOrgAmt031364
IRS990/TotalRevenueGrp/ExclusionAmt0297807
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0297807
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt025
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt06397675
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt06359129
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
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ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/PersonNm0-
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum08557392920
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-12
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ReturnHeader/ReturnTs02016-05-13T11:00:19-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$6,359,129
Liabilities
$0
Net assets
$6,359,129
Revenue
$297,807
Expenses
$357,131
Net income
-$59,324
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