Civic Intelligence

Robert Morris Foundation Inc.

990 • Fiscal year 2016 • EIN 27-4629606

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 03, 2017

PO Box 1174Monticello, UT 84535

(435) 590-1661

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

20th percentile

-14%

Higher net margin than 20% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

40th percentile

-2.4%

Faster asset growth than 40% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

54th percentile

3.1%

Faster revenue growth than 54% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$187,479

Down $4,702 (-2.4%) from 2015

Net Assets

Down

$187,479

Down $4,702 (-2.4%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$26,933

Up $817 (+3.1%) from 2015

Expenses

Up

$30,794

Up $4,811 (+19%) from 2015

Net Income

Down

-$3,861

Down $3,994 (-3003%) from 2015

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2014: $242,048Liabilities 2014: $50,000Net Assets 2014: $192,0482014Assets 2015: $192,181Liabilities 2015: $0Net Assets 2015: $192,1812015Assets 2016: $187,479Liabilities 2016: $0Net Assets 2016: $187,4792016Assets 2017: $187,479Liabilities 2017: $0Net Assets 2017: $187,4792017Assets 2018: $187,479Liabilities 2018: $0Net Assets 2018: $187,4792018Assets 2019: $187,479Liabilities 2019: $0Net Assets 2019: $187,4792019Assets 2020: $187,479Liabilities 2020: $0Net Assets 2020: $187,4792020Assets 2021: $187,479Liabilities 2021: $0Net Assets 2021: $187,4792021Assets 2022: $187,479Liabilities 2022: $0Net Assets 2022: $187,4792022Assets 2023: $187,479Liabilities 2023: $0Net Assets 2023: $187,4792023Assets 2024: $187,479Liabilities 2024: $0Net Assets 2024: $187,4792024

Highlighted filing

2016

Assets$187,479
Liabilities$0
Net Assets$187,479

Operations Trend

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

$100K$50K$0-$50KRevenue 2014: $97,042Expenses 2014: $51,489Net Income 2014: $45,5532014Revenue 2015: $26,116Expenses 2015: $25,983Net Income 2015: $1332015Revenue 2016: $26,933Expenses 2016: $30,794Net Income 2016: -$3,8612016Revenue 2017: $0Expenses 2017: $0Net Income 2017: $02017Revenue 2018: $0Expenses 2018: $0Net Income 2018: $02018Revenue 2019: $0Expenses 2019: $0Net Income 2019: $02019Revenue 2020: $0Expenses 2020: $0Net Income 2020: $02020Revenue 2021: $1Expenses 2021: $0Net Income 2021: $12021Revenue 2022: $0Expenses 2022: $0Net Income 2022: $02022Revenue 2023: $0Expenses 2023: $0Net Income 2023: $02023Revenue 2024: $0Expenses 2024: $0Net Income 2024: $02024

Highlighted filing

2016

Revenue$26,933
Expenses$30,794
Net Income-$3,861
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 3, 2017
Return Version
2016v3.0
Gross Receipts
$26,933
Mission and Program Overview

Mission

To foster the spirit of leadership and public virtue through classic liberal arts education

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$187,479$187,479→ $0
Cash and Non-Interest-Bearing Accounts$4,702--
Total Assets$192,181$187,479▼ $4,702
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$192,181$187,479▼ $4,702
Total Net Assets Fund Balance$192,181$187,479▼ $4,702
Total Liabilities and Net Assets / Fund Balance$192,181$187,479▼ $4,702

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$187,479--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Travis SladePresident
Todd PepperDirector
Marcus UboldiSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$26,933
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-3,861
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$30,794
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$20,814--$20,814
Fees for Services Legal$6,000--$6,000
Fees for Services Management$2,179--$2,179
Office Expenses$1,320--$1,320
Information Technology$481--$481
Total Functional Expenses$30,794$0$0$30,794
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
Backup withholding compliance
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Officer directors etc family relationship Part VI line 2

Shannon Brooks who administrates RMF is the father of paid marketing consultant Amber Brooks

Governing body decisions Part VI line 7B

All governing body activities are documented and retained.

Form 990 governing body review Part VI line 11

Travis slade, marcus uboldi and todd pepper reviewed this form 990 prior to its filing

Conflict of interest policy compliance Part VI line 12C

Robert morris has a written conflict of interest policy which is available to the public upon request

CEO executive director top management comp Part VI line 15A

Robert morris has no employees and none of the officers or directors are compensated for their efforts. If and when the organization hires a ceo (or other executive) the governing board will review and approve any compensation.

Other officer or key employee compensation Part VI line 15B

Robert morris has no paid employees, officers, directors, etc... Should the organization compensate any employee, officer or director - all compensation will be reviewed and approved by the governing body.director - todd pepper, prepares the entity 990 and is compensated for doing so. The amount is determined by the time required to complete the form. Amber brooks, the daughter of shannon brooks (rmf administrator) was paid $2,800 to provide marketing services to the organization

Form 990 availability to public Part VI line 18

This form 990 and other year form 990s are made available to the public upon request

Governing documents etc available to public Part VI line 19

All organization governance documents are made available to the public upon request

Filing and Contact Details

Filer

Filer Name
Robert Morris Foundation Inc
EIN
27-4629606
Address
PO BOX 1174, MONTICELLO, UT 84535

Signing Officer

Name
Travis Slade
Title
President
Signed
2017-11-03
Discuss with paid preparer
No

Organization Details

Principal Officer
Travis Slade
Formed
2011
Legal Domicile
Ut
Voting Board Members
3
Independent Board Members
3
Employees
0

Preparer

Firm
E Todd Pepper CPA
Address
70 S VAL VISTA DR A3-616, Gilbert, AZ 85296
Preparer
E Todd Pepper CPA
Phone
4807750044
Supplemental Narrative

Additional Explanations

Explanation of other changes in net assets or fund balances Part XI line 9

Adjusted balance of net assets. Beg cash 51,135 plus revenue less expenses of 45,553 results in 96,688 less building cost of 89,803 and plug figure of 6,885 to balance pg 12 part xi line 10with page 11, part x line 33

List of other fees for services expenses Part IX line 11G

Misc 771auto 800fuel 821equipment repair 1116other repair 82

Balance Sheet Part X

Pete Ortiz loaned RMF $50,000 to construct the main hall.

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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TRAVIS SLADE, MARCUS UBOLDI AND TODD PEPPER REVIEWED THIS FORM 990 PRIOR TO ITS FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ROBERT MORRIS HAS A WRITTEN CONFLICT OF INTEREST POLICY WHICH IS AVAILABLE TO THE PUBLIC UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ROBERT MORRIS HAS NO EMPLOYEES AND NONE OF THE OFFICERS OR DIRECTORS ARE COMPENSATED FOR THEIR EFFORTS. IF AND WHEN THE ORGANIZATION HIRES A CEO (OR OTHER EXECUTIVE) THE GOVERNING BOARD WILL REVIEW AND APPROVE ANY COMPENSATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ROBERT MORRIS HAS NO PAID EMPLOYEES, OFFICERS, DIRECTORS, ETC... SHOULD THE ORGANIZATION COMPENSATE ANY EMPLOYEE, OFFICER OR DIRECTOR - ALL COMPENSATION WILL BE REVIEWED AND APPROVED BY THE GOVERNING BODY.DIRECTOR - TODD PEPPER, PREPARES THE ENTITY 990 AND IS COMPENSATED FOR DOING SO. THE AMOUNT IS DETERMINED BY THE TIME REQUIRED TO COMPLETE THE FORM. AMBER BROOKS, THE DAUGHTER OF SHANNON BROOKS (RMF ADMINISTRATOR) WAS PAID $2,800 TO PROVIDE MARKETING SERVICES TO THE ORGANIZATION
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8ADJUSTED BALANCE OF NET ASSETS. BEG CASH 51,135 PLUS REVENUE LESS EXPENSES OF 45,553 RESULTS IN 96,688 LESS BUILDING COST OF 89,803 AND PLUG FIGURE OF 6,885 TO BALANCE PG 12 PART XI LINE 10WITH PAGE 11, PART X LINE 33
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Balance Sheet Part X
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IRS990/UnrestrictedNetAssetsGrp/EOYAmt0187479
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0TRAVIS SLADE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROBERT MORRIS FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0274629606
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1174
ReturnHeader/Filer/USAddress/CityNm0MONTICELLO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0UT
ReturnHeader/Filer/USAddress/ZIPCd084535
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId05AFEB481A8BF2A64093B5C4DDD56ADE67D488B89
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId05AFEB481A8BF2A64093B5C4DDD56ADE67D488B89
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId086050920173094wh1jzm
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-11-05
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0184.171.140.17
ReturnHeader/FilingSecurityInformation/IPDt02017-11-05
ReturnHeader/FilingSecurityInformation/IPTm020:41:21
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0E Todd Pepper CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt070 S VAL VISTA DR A3-616
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Gilbert
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085296
ReturnHeader/PreparerPersonGrp/PhoneNum04807750044
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0E TODD PEPPER CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-11-05T20:39:20-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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