Civic Intelligence

Mary D Morman Trust

990PF • Fiscal year 2019 • EIN 38-6535128

Mar 01, 2018 to Feb 28, 2019 • Filed on May 22, 2019

Organization Profile
PO Box 75000Detroit, MI 48275-7874

(734) 930-2405

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

94th percentile

68%

Higher net margin than 94% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

81st percentile

$3,763

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 7.7% of source-year revenue.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

73rd percentile

17%

Faster asset growth than 73% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

98th percentile

394%

Faster revenue growth than 98% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$223,997

Up $32,122 (+17%) from 2018

Net Assets

Up

$223,997

Up $32,122 (+17%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin94th percentile

Revenue

Up

$48,627

Up $38,778 (+394%) from 2018

Expenses

Up

$15,402

Up $1,040 (+7.2%) from 2018

Net Income

Up

$33,225

Up $37,738 (+836%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth73rd percentile

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

2019

Assets$223,997
Liabilities$0
Net Assets$223,997
Open 2019 Filing

Operations Trend

Revenue Growth98th percentile

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

2019

Revenue$48,627
Expenses$15,402
Net Income$33,225
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Mar 1, 2018 to Feb 28, 2019
Signed
May 22, 2019
Return Version
2018v3.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
COMERICA BANKTrustee-$3,763-$3,763
Filing and Contact Details

Filer

Filer Name
Morman Mary D Tr Ua
EIN
38-6535128
Phone
7349302405
Address
PO BOX 75000, DETROIT, MI 48275-7874

Signing Officer

Name
Jacquelyn Sparks-walker
Title
Vice President
Phone
7349302405
Signed
2019-05-22

Preparer

Firm
Kpmg Llp
Address
2020 N CENTRAL AVE STE 700, PHOENIX, AZ 85004
Preparer
Bradley N Sprong
Phone
8558073423
Raw XML Appendix303 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/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt010107
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt010107
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0236
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0654
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02159
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01269
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0236
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0654
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt011376
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01269
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02159
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0890
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01103
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0DIFFERENCE BETWEEN RECEIPTS AND TAXABLE INCOME
OtherIncomeSchedule2/OtherIncomeDetail/Desc0REIMBURSEMENT OF LATE FILING PENALTY
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0460
TaxesSchedule/TaxesDetail/Amt0499
TaxesSchedule/TaxesDetail/Amt1140
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX PAYMENT - PRIOR YE
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL ESTIMATES - INCOME
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JACQUELYN SPARKS-WALKER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07349302405
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MORMAN MARY D TR UA
ReturnHeader/Filer/BusinessNameControlTxt0MORM
ReturnHeader/Filer/EIN0386535128
ReturnHeader/Filer/PhoneNum07349302405
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 75000
ReturnHeader/Filer/USAddress/CityNm0DETROIT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd0482757874
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0AB2A8BC25AA9AB03C277607057770BEB0ED5823A
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId04EE955FDABCAA8813CC43E1B14B210310CA6B89F
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0199.207.253.101
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0135565207
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KPMG LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02020 N CENTRAL AVE STE 700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PHOENIX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085004
ReturnHeader/PreparerPersonGrp/PhoneNum08558073423
ReturnHeader/PreparerPersonGrp/PreparationDt02019-05-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRADLEY N SPRONG
ReturnHeader/ReturnTs02019-05-24T13:00:29-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-03-01
ReturnHeader/TaxPeriodEndDt02019-02-28
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$223,997
Liabilities
$0
Net assets
$223,997
Revenue
$48,627
Expenses
$15,402
Net income
$33,225
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
2019Detailed filing. Detailed filing data is available for this year.$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