Civic Intelligence

Dorothy J Morris Trust

EIN 34-7014071 • Rocky River, OH

20006 Detroit Road Suite 200Rocky River, OH 44116
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

4th percentile

-117%

Higher net margin than 4% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

58th percentile

$36,899

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 30.6% of source-year revenue.

$1M-$5M nonprofits • Source year 2024

Asset Growth

62nd percentile

6.8%

Faster asset growth than 62% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

10th percentile

-35%

Faster revenue growth than 10% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$4,536,380

Up $287,395 (+6.8%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$4,536,380

Up $287,395 (+6.8%) from 2023

Revenue

Down

$120,479

Down $63,909 (-35%) from 2023

Expenses

Up

$261,023

Up $47,005 (+22%) from 2023

Net Income

Down

-$140,544

Down $110,914 (-374%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2012: $2,961,026Liabilities 2012: $0Net Assets 2012: $2,961,0262012Assets 2013: $2,849,113Liabilities 2013: $0Net Assets 2013: $2,849,1132013Assets 2014: $2,779,443Liabilities 2014: $0Net Assets 2014: $2,779,4432014Assets 2015: $2,653,671Liabilities 2015: $0Net Assets 2015: $2,653,6712015Assets 2016: $2,447,905Liabilities 2016: $0Net Assets 2016: $2,447,9052016Assets 2017: $2,300,810Liabilities 2017: $0Net Assets 2017: $2,300,8102017Assets 2018: $2,188,008Liabilities 2018: $0Net Assets 2018: $2,188,0082018Assets 2019: $2,215,727Liabilities 2019: $0Net Assets 2019: $2,215,7272019Assets 2020: $2,161,486Liabilities 2020: $0Net Assets 2020: $2,161,4862020Assets 2021: $2,103,463Liabilities 2021: $0Net Assets 2021: $2,103,4632021Assets 2022: $2,176,700Liabilities 2022: $0Net Assets 2022: $2,176,7002022Assets 2023: $4,248,985Liabilities 2023: $0Net Assets 2023: $4,248,9852023Assets 2024: $4,536,380Liabilities 2024: $0Net Assets 2024: $4,536,3802024

Highlighted filing

2024

Assets$4,536,380
Liabilities$0
Net Assets$4,536,380

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$200K$0-$200K-$400KExpenses 2012: $250,0502012Revenue 2013: $105,729Expenses 2013: $218,328Net Income 2013: -$112,5992013Revenue 2014: $158,897Expenses 2014: $233,419Net Income 2014: -$74,5222014Revenue 2015: $112,711Expenses 2015: $234,345Net Income 2015: -$121,6342015Revenue 2016: -$8,936Expenses 2016: $197,057Net Income 2016: -$205,9932016Revenue 2017: $67,429Expenses 2017: $211,089Net Income 2017: -$143,6602017Revenue 2018: $140,699Expenses 2018: $251,179Net Income 2018: -$110,4802018Revenue 2019: $325,829Expenses 2019: $208,403Net Income 2019: $117,4262019Revenue 2020: $102,731Expenses 2020: $251,386Net Income 2020: -$148,6552020Revenue 2021: $182,544Expenses 2021: $240,567Net Income 2021: -$58,0232021Revenue 2022: $282,374Expenses 2022: $209,198Net Income 2022: $73,1762022Revenue 2023: $184,388Expenses 2023: $214,018Net Income 2023: -$29,6302023Revenue 2024: $120,479Expenses 2024: $261,023Net Income 2024: -$140,5442024

Highlighted filing

2024

Revenue$120,479
Expenses$261,023
Net Income-$140,544

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.54$0.00$4.54$0.12$0.26$0.14
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.25$0.00$4.25$0.18$0.21$0.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.18$0.00$2.18$0.28$0.21$0.07
2021Detailed filing. Detailed filing data is available for this year.$2.10$0.00$2.10$0.18$0.24$0.06
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.16$0.00$2.16$0.10$0.25$0.15
2019Detailed filing. Detailed filing data is available for this year.$2.22$0.00$2.22$0.33$0.21$0.12
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.19$0.00$2.19$0.14$0.25$0.11
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.30$0.00$2.30$0.07$0.21$0.14
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.45$0.00$2.45$0.01$0.20$0.21
2015Detailed filing. Detailed filing data is available for this year.$2.65$0.00$2.65$0.11$0.23$0.12
2014Detailed filing. Detailed filing data is available for this year.$2.78$0.00$2.78$0.16$0.23$0.07
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.85$0.00$2.85$0.11$0.22$0.11
2012XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.96$0.00$2.96$0.25
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 18, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
THOMAS M STICKNEYTrustee-$36,899-$36,899
Filing and Contact Details

Filer

Filer Name
Dorothy J Morris Trust
EIN
34-7014071
Phone
2162410140
Address
20006 DETROIT ROAD SUITE 200, ROCKY RIVER, OH 44116

Signing Officer

Name
Thomas M Stickney
Title
Trustee
Phone
2162410140
Signed
2025-09-18
Discuss with paid preparer
Yes

Preparer

Firm
Rea & Associates Inc
Address
6300 ROCKSIDE RD, CLEVELAND, OH 44131
Preparer
Melissa a Orenich CPA
Phone
2165732330
Raw XML Appendix317 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.

Path#Value
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt04365513
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0VARIOUS IN AMERICAN HERITAGE ACCOUNT
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt0100149
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt0100149
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt00
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt00
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IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt06
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
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IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0120479
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt02025
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt02025
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0261023
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt020638
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt049071
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0234587
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IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0235956
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt125200 LORAIN ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt228728 WOLF ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt32507 EAST 22ND STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LAKEWOOD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NORTH OLMSTED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2BAY VILLAGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3CLEVELAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd044107
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd144070
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd244140
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd344115
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0211952
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0232590
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0234587
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt01997
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt09100
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt06633
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt042479
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt06170
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt01997
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt04173
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt058212
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt09100
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt06633
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt042479
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0232590
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt062385
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt064382
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ADR FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1CHARITABLE REGISTRATION
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3BANK FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1100
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt263
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt020
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1100
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt39
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt020
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1200
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt263
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt39
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0427939
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAIN
TaxesSchedule/TaxesDetail/Amt01412
TaxesSchedule/TaxesDetail/Amt16418
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01412
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS M STICKNEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02162410140
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DOROTHY J MORRIS TRUST
ReturnHeader/Filer/BusinessNameControlTxt0DORO
ReturnHeader/Filer/EIN0347014071
ReturnHeader/Filer/PhoneNum02162410140
ReturnHeader/Filer/USAddress/AddressLine1Txt020006 DETROIT ROAD SUITE 200
ReturnHeader/Filer/USAddress/CityNm0ROCKY RIVER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd044116
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0341310124
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0REA & ASSOCIATES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06300 ROCKSIDE RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CLEVELAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd044131
ReturnHeader/PreparerPersonGrp/PhoneNum02165732330
ReturnHeader/PreparerPersonGrp/PreparationDt02025-09-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MELISSA A ORENICH CPA
ReturnHeader/ReturnTs02025-09-23T10:00:33-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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