Civic Intelligence

Mary D Morman Trust

990PF • Fiscal year 2012 • EIN 38-6535128

Mar 01, 2011 to Feb 29, 2012 • Filed on Aug 24, 2012

PO Box 7500048275-3302
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2012 filings • <$500k nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

94th percentile

$4,629

Higher top officer pay than 94% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

Asset Growth

54th percentile

1.4%

Faster asset growth than 54% of similar nonprofits.

2012 filings • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$248,858

Up $3,504 (+1.4%) from 2011

Net Assets

Up

$248,858

Up $3,504 (+1.4%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$5,648

Down $11,554 (-67%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $245,354Liabilities 2011: $0Net Assets 2011: $245,3542011Assets 2012: $248,858Liabilities 2012: $0Net Assets 2012: $248,8582012Assets 2013: $228,004Liabilities 2013: $12013Assets 2014: $218,162Liabilities 2014: $1Net Assets 2014: $218,1622014Assets 2015: $208,583Liabilities 2015: $1Net Assets 2015: $208,5832015Assets 2016: $201,821Liabilities 2016: $1Net Assets 2016: $201,8212016Assets 2018: $191,875Liabilities 2018: $0Net Assets 2018: $191,8752018Assets 2019: $223,997Liabilities 2019: $0Net Assets 2019: $223,9972019Assets 2020: $218,034Liabilities 2020: $1Net Assets 2020: $218,0342020Assets 2021: $209,874Liabilities 2021: $1Net Assets 2021: $209,8742021Assets 2022: $210,088Liabilities 2022: $1Net Assets 2022: $210,0882022Assets 2023: $201,933Liabilities 2023: $12023Assets 2024: $197,391Liabilities 2024: $12024Assets 2025: $195,697Liabilities 2025: $0Net Assets 2025: $195,6972025

Highlighted filing

2012

Assets$248,858
Liabilities$0
Net Assets$248,858

Operations Trend

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

$60K$40K$20K$0-$20K-$40KExpenses 2011: $17,2022011Expenses 2012: $5,6482012Revenue 2013: $7,337Expenses 2013: $30,170Net Income 2013: -$22,8332013Revenue 2014: $7,877Expenses 2014: $18,785Net Income 2014: -$10,9082014Revenue 2015: $5,118Expenses 2015: $14,675Net Income 2015: -$9,5572015Revenue 2016: $8,872Expenses 2016: $15,041Net Income 2016: -$6,1692016Revenue 2018: $9,849Expenses 2018: $14,362Net Income 2018: -$4,5132018Revenue 2019: $48,627Expenses 2019: $15,402Net Income 2019: $33,2252019Revenue 2020: $11,670Expenses 2020: $17,743Net Income 2020: -$6,0732020Revenue 2021: $7,020Expenses 2021: $15,105Net Income 2021: -$8,0852021Revenue 2022: $16,019Expenses 2022: $15,810Net Income 2022: $2092022Revenue 2023: $8,881Expenses 2023: $17,043Net Income 2023: -$8,1622023Revenue 2024: $9,378Expenses 2024: $16,405Net Income 2024: -$7,0272024Revenue 2025: $13,111Expenses 2025: $16,920Net Income 2025: -$3,8092025

Highlighted filing

2012

Revenue-
Expenses$5,648
Net Income-
Jump To
Filing Snapshot
Filing Period
Mar 1, 2011 to Feb 29, 2012
Signed
Aug 24, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
COMERICA BANKTrusteePT$4,629-$4,629
Filing and Contact Details

Filer

EIN
38-6535128
Raw XML Appendix368 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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IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4041312
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5014556
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.248527
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions03215
IRS990PF/QualifyingDistributions/AmountsPaidAcqCharitableAssets00
IRS990PF/QualifyingDistributions/AmountsSetAsideCashDistriTest00
IRS990PF/QualifyingDistributions/AmountsSetAsideSuitabilityTest00
IRS990PF/QualifyingDistributions/ExpensesAndContributions03215
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm00
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions03215
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10COMERICA BANK
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber08774051091
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10101 NORTH MAIN STREET
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0ANN ARBOR
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0MI
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode048104
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied0false
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear00
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear103215
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted014251
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear100
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear200
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear400
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear00
IRS990PF/UndistributedIncome/ExcessFromCurrentYear00
IRS990PF/UndistributedIncome/ExcessFromYear100
IRS990PF/UndistributedIncome/ExcessFromYear200
IRS990PF/UndistributedIncome/ExcessFromYear300
IRS990PF/UndistributedIncome/ExcessFromYear400
IRS990PF/UndistributedIncome/PriorYear102009
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions03215
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount205671
IRS990PF/UndistributedIncome/TotalCorpus00
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover00
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY014251
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear08886
OtherIncreasesSchedule/OtherIncreases/Amount02247
OtherIncreasesSchedule/OtherIncreases/Description0DIFFERENCE BETWEEN TAXABLE INCOME AND CASH RECEIVED
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0386535128
ReturnHeader/Filer/Name/BusinessNameLine10MARY D MORMAN TRUST
ReturnHeader/Filer/NameControl0MORM
ReturnHeader/Filer/Phone07349302405
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 75000
ReturnHeader/Filer/USAddress/City0DETROIT
ReturnHeader/Filer/USAddress/State0MI
ReturnHeader/Filer/USAddress/ZIPCode0482753302
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02012-08-24
ReturnHeader/Officer/Name0JACKIE SPARKS WALKER
ReturnHeader/Officer/Phone07349302405
ReturnHeader/Officer/Title0VICE PRESIDENT
ReturnHeader/Preparer/DatePrepared02012-08-24
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10THOMSON REUTERS TAX & ACCOUNTING
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine106135 TRUST DRIVE SUITE 118
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0HOLLAND
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0OH
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode043528
ReturnHeader/Preparer/Name0RICHARD F FLORADAY JR
ReturnHeader/Preparer/Phone07342423046
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-03-01
ReturnHeader/TaxPeriodEndDate02012-02-29
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-08-29T14:39:57-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.96$0.00$1.96$0.13$0.17$0.04
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.97$0.00$0.09$0.16$0.07
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.02$0.00$0.09$0.17$0.08
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.10$0.00$2.10$0.16$0.16$0.00
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.10$0.00$2.10$0.07$0.15$0.08
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.18$0.00$2.18$0.12$0.18$0.06
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.24$0.00$2.24$0.49$0.15$0.33
2018Detailed filing. Detailed filing data is available for this year.$1.92$0.00$1.92$0.10$0.14$0.05
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.02$0.00$2.02$0.09$0.15$0.06
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.09$0.00$2.09$0.05$0.15$0.10
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.18$0.00$2.18$0.08$0.19$0.11
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.28$0.00$0.07$0.30$0.23
2012Detailed filing. Detailed filing data is available for this year.$2.49$0.00$2.49$0.06
2011Detailed filing. Detailed filing data is available for this year.$2.45$0.00$2.45$0.17