Civic Intelligence

Est Lydia Morris Decd Tw F 13689

990 • Fiscal year 2019 • EIN 23-6210940

Jan 01, 2019 to Dec 31, 2019 • Filed on Apr 28, 2020

Organization ProfileN/A
6325 S Rainbow Blvd Ste 300Las Vegas, NV 89118

(888) 730-4933

Siviq Scores

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

Liabilities / Assets

7th percentile

0.00x

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

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

7th percentile

0.00x

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

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Net Margin

74th percentile

16%

Higher net margin than 74% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

23rd percentile

$30,458

Higher top officer pay than 23% of similar nonprofits.

Top officer pay equals 6.8% of source-year revenue.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

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

Source year 2019

Revenue Growth

Score unavailable

No value available

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

Source year 2019

Balance Sheet
Liabilities / Assets7th percentile

Assets

Down

$6,288,779

Down $70,350 (-1.1%) from 2015

Net Assets

Down

$6,288,779

Down $70,350 (-1.1%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue7th percentileNet Margin74th percentile

Revenue

Up

$445,330

Up $147,523 (+50%) from 2015

Expenses

Up

$373,397

Up $16,266 (+4.6%) from 2015

Net Income

Up

$71,933

Up $131,257 (+221%) from 2015

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

2019

Assets$6,288,779
Liabilities$0
Net Assets$6,288,779
Open 2019 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

2019

Revenue$445,330
Expenses$373,397
Net Income$71,933
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Apr 28, 2020
Return Version
2019v5.0
Gross Receipts
$4,000,112
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
Cap Stk Tr Prin Current Funds$6,216,880$6,288,779▲ $71,899
Investments in Publicly Traded Securities$5,690,158$5,996,926▲ $306,768
Savings and Temporary Cash Investments$526,722$282,138▼ $244,584
Cash and Non-Interest-Bearing Accounts-$9,715-
Total Assets$6,216,880$6,288,779▲ $71,899
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$6,216,880$6,288,779▲ $71,899
Total Liabilities and Net Assets / Fund Balance$6,216,880$6,288,779▲ $71,899
Compensation and Service Providers
Top Officer Pay23rd percentile

Employees

NameTitleBaseTotal
-Trust Officer$30,458$30,458
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$445,330
Other Revenue
$0
Change in Net Assets
$71,933
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$333,325
Salaries, Compensation, and Employee Benefits$30,458
Other Expenses$9,614
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$333,325--$333,325
Current Officers, Directors, Trustees, and Key Employees$7,614$22,844-$30,458
Fees for Services Legal$5,252--$5,252
Other Expenses-$1,946-$1,946
Total Functional Expenses$346,191$27,206$0$373,397
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
University of PennsylvaniaPhiladelphia, PA501(c)(3)-$333,325
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
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
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.”

FORM 990, PAGE 6, PART VI, LINE 15A

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

FORM 990, PAGE 6, PART VI, LINE 15B

“There is no paid key employees of the organization”

Form 990, Page 6, Part VI, Line 18

“VIA GUIDESTAR.”

Form 990, Page 6, Part VI, Line 19

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

Form 990, Page 7, Part VII, Section A

“Part vii, section a supplemental information for average hours per week. Statement:the compensation reported in column (b) is calcualted based on periodic market values and/or the application fee agreement. It is not determined solely on an hourly basis. Corporate trustee services include, but are not limited to, administrative services such as fiducuary accounting,custody of assets, complying with tax filing requirements, compling with distribution provisions,and complying with federal and state laws applicable to private foundations, plus asset management services such as creating asset allocation strategies, investments reporting and reallocating and rebalancing of portfolios as necessary.”

Filing and Contact Details

Filer

Filer Name
Morris Est Lydia T Decd Tw
EIN
23-6210940
Phone
8887304933
Address
6325 S RAINBOW BLVD STE 300, LAS VEGAS, NV 89118

Signing Officer

Name
-
Title
Trustee
Phone
8887304933
Signed
2020-04-28
Discuss with paid preparer
Yes

Organization Details

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

Preparer

Firm
Pricewaterhousecoopers Llp
Address
600 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Joseph J Castriano
Phone
4123556000
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“Rounding Adjustment”

Raw XML Appendix334 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/FormationYr01934
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IRS990/GoverningBodyVotingMembersCnt01
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IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt03876450
IRS990/GrossReceiptsAmt04000112
IRS990/GrossRentsGrp/PersonalAmt00
IRS990/GrossRentsGrp/RealAmt00
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
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IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt05690158
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IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
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IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt03554782
IRS990/LessRentalExpensesGrp/PersonalAmt00
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
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IRS990/MissionDesc0SUPPORT 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.
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IRS990ScheduleI/RecipientTable/RecipientEIN0231352685
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.
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IRS990/ScheduleJRequiredInd0false
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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/ExplanationTxt9PART VII, SECTION A SUPPLEMENTAL INFORMATION FOR AVERAGE HOURS PER WEEK. STATEMENT:THE COMPENSATION REPORTED IN COLUMN (B) IS CALCUALTED BASED ON PERIODIC MARKET VALUES AND/OR THE APPLICATION FEE AGREEMENT. IT IS NOT DETERMINED SOLELY ON AN HOURLY BASIS. CORPORATE TRUSTEE SERVICES INCLUDE, BUT ARE NOT LIMITED TO, ADMINISTRATIVE SERVICES SUCH AS FIDUCUARY ACCOUNTING,CUSTODY OF ASSETS, COMPLYING WITH TAX FILING REQUIREMENTS, COMPLING WITH DISTRIBUTION PROVISIONS,AND COMPLYING WITH FEDERAL AND STATE LAWS APPLICABLE TO PRIVATE FOUNDATIONS, PLUS ASSET MANAGEMENT SERVICES SUCH AS CREATING ASSET ALLOCATION STRATEGIES, INVESTMENTS REPORTING AND REALLOCATING AND REBALANCING OF PORTFOLIOS AS NECESSARY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Rounding Adjustment
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/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9FORM 990, PAGE 7, PART VII, SECTION A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10EXPLANATION FOR FORM 990, PART XI, LINE 9
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Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,288,779
Liabilities
$0
Net assets
$6,288,779
Revenue
$445,330
Expenses
$373,397
Net income
$71,933
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