Mary D Morman Trust

990PF • Fiscal year 2024 • EIN 38-6535128

Mar 01, 2023 to Feb 29, 2024 • Filed on Jun 18, 2024

Organization Profile

PO Box 75000Detroit, MI 48275-7874

(313) 222-3085

Siviq Scores

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

0.00x

Higher debt load relative to assets than 61% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

0.00x

Higher debt load relative to revenue than 62% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

-75%

Higher net margin than 9% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

$5,405

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 57.6% of source-year revenue.

2024 filings • <$500k nonprofits • Source year 2024

-2.2%

Faster asset growth than 43% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

5.6%

Faster revenue growth than 53% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet

Liabilities / Assets61st percentile

Assets

Down

$197,391

Down $4,542 (-2.2%) from 2023

Net Assets

$197,391

No earlier filing loaded for comparison.

Liabilities

Flat

Flat from 2023

Revenue And Expenses

Liabilities / Revenue62nd percentile Net Margin9th percentile

Revenue

$9,378

Up $497 (+5.6%) from 2023

Expenses

Down

$16,405

Down $638 (-3.7%) from 2023

Net Income

-$7,027

Up $1,135 (+14%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

Highlighted filing

2024

Assets$197,391

Liabilities$1

Net Assets$197,391

Open 2024 Filing

Operations Trend

Revenue Growth53rd percentile

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

Highlighted filing

2024

Revenue$9,378

Expenses$16,405

Net Income-$7,027

Open 2024 Filing

Jump To

Filing Snapshot

Filing Period: Mar 1, 2023 to Feb 29, 2024
Signed: Jun 18, 2024
Return Version: 2023v5.0

Compensation and Service Providers

Top Officer Pay84th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
COMERICA BANK TRUST NA	Trustee	-	$5,405	-	$5,405

Filing and Contact Details

Filer

Filer Name: Morman Mary D Tr Ua
EIN: 38-6535128
Phone: 3132223085
Address: PO BOX 75000, DETROIT, MI 48275-7874

Signing Officer

Name: Matthew Grabowski
Title: Vice President
Phone: 3132223085
Signed: 2024-06-18

Preparer

Firm: Kpmg Llp
Address: 60 E RIO SALADO PKWY SUITE 800, TEMPE, AZ 85281
Preparer: Bradley N Sprong
Phone: 8558073423

Raw XML Appendix255 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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OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	FEDERAL TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	0	0
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	124
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	0	2485
OtherIncreasesSchedule/OtherIncreasesDetail/Desc	0	TIMING DIFFERENCE
ReturnHeader/BuildTS	0	2023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm	0	MATTHEW GRABOWSKI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	3132223085
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2024-06-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	MORMAN MARY D TR UA
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ReturnHeader/Filer/USAddress/ZIPCd	0	482757874
ReturnHeader/IRSResponsiblePrtyInfoCurrInd	0	false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	135565207
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	KPMG LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	60 E RIO SALADO PKWY SUITE 800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	TEMPE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	85281
ReturnHeader/PreparerPersonGrp/PhoneNum	0	8558073423
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2024-06-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	BRADLEY N SPRONG
ReturnHeader/ReturnTs	0	2024-07-15T14:01:12-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2023-03-01
ReturnHeader/TaxPeriodEndDt	0	2024-02-29
ReturnHeader/TaxYr	0	2023

Document Assets

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Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $197,391
Liabilities: $1
Net assets: $197,391
Revenue: $9,378
Expenses: $16,405
Net income: -$7,027

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025Detailed filing. Detailed filing data is available for this year.	$1.96	$0.00	$1.96	$0.13	$0.17	$0.04
2024Detailed filing. Detailed filing data is available for this year.	$1.97	$0.00	$1.97	$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