Civic Intelligence

Cary Jay Morrison Tr Dated December 8 2008 as Amended

990PF • Fiscal year 2015 • EIN 45-6968359

Jan 01, 2015 to Dec 31, 2015 • Filed on Jul 26, 2016

Organization Profile
2065 Constitution BoulevardSarasota, FL 34231

(941) 925-9301

Siviq Scores

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

Liabilities / Assets

21st percentile

0.00x

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

2015 filings • $5M-$10M nonprofits • Source year 2015

Liabilities / Revenue

20th percentile

0.00x

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

2015 filings • $5M-$10M nonprofits • Source year 2015

Net Margin

3rd percentile

-173%

Higher net margin than 3% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Source year 2015

Top Officer Pay

27th percentile

$0

Higher top officer pay than 27% of similar nonprofits.

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

2015 filings • $5M-$10M nonprofits • Source year 2015

Asset Growth

22nd percentile

-4.4%

Faster asset growth than 22% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Annualized from 2014 to 2015

Revenue Growth

2nd percentile

-87%

Faster revenue growth than 2% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets21st percentile

Assets

Flat

$5,980,934

Flat from 2015

Net Assets

$5,980,934

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2015

Revenue And Expenses
Liabilities / Revenue20th percentileNet Margin3rd percentile

Revenue

Flat

$144,223

Flat from 2015

Expenses

Flat

$393,706

Flat from 2015

Net Income

Flat

-$249,483

Flat from 2015

Historical Trend

Balance Sheet Trend

Asset Growth22nd percentile

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

$10M$5.0M$0Assets 2012: $7,281,996Liabilities 2012: $1,958,622Net Assets 2012: $5,323,3742012Assets 2013: $6,429,936Liabilities 2013: $919,2932013Assets 2014: $6,258,102Liabilities 2014: $27,685Net Assets 2014: $6,230,4172014Assets 2015: $5,980,934Liabilities 2015: $0Net Assets 2015: $5,980,9342015Assets 2015: $5,980,934Liabilities 2015: $12015Assets 2016: $5,818,303Liabilities 2016: $0Net Assets 2016: $5,818,3032016Assets 2018: $8,026,675Liabilities 2018: $0Net Assets 2018: $8,026,6752018Assets 2019: $7,980,261Liabilities 2019: $104,606Net Assets 2019: $7,875,6552019Assets 2020: $7,503,752Liabilities 2020: $0Net Assets 2020: $7,503,7522020Assets 2021: $7,562,098Liabilities 2021: $12021Assets 2022: $6,975,501Liabilities 2022: $12022Assets 2023: $6,991,369Liabilities 2023: $12023Assets 2024: $7,287,837Liabilities 2024: $0Net Assets 2024: $7,287,8372024

Highlighted filing

2015

Assets$5,980,934
Liabilities$0
Net Assets$5,980,934
Open 2015 Filing

Operations Trend

Revenue Growth2nd percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2012: $5,432,997Expenses 2012: $109,623Net Income 2012: $5,323,3742012Revenue 2013: $837,093Expenses 2013: $614,824Net Income 2013: $222,2692013Revenue 2014: $1,102,082Expenses 2014: $367,308Net Income 2014: $734,7742014Revenue 2015: $144,223Expenses 2015: $393,706Net Income 2015: -$249,4832015Revenue 2015: $144,223Expenses 2015: $393,706Net Income 2015: -$249,4832015Revenue 2016: $187,874Expenses 2016: $350,505Net Income 2016: -$162,6312016Revenue 2018: $444,157Expenses 2018: $493,089Net Income 2018: -$48,9322018Revenue 2019: $438,125Expenses 2019: $589,145Net Income 2019: -$151,0202019Revenue 2020: $215,353Expenses 2020: $587,256Net Income 2020: -$371,9032020Revenue 2021: $645,800Expenses 2021: $587,454Net Income 2021: $58,3462021Revenue 2022: -$17,673Expenses 2022: $568,924Net Income 2022: -$586,5972022Revenue 2023: $507,321Expenses 2023: $491,453Net Income 2023: $15,8682023Revenue 2024: $770,793Expenses 2024: $474,325Net Income 2024: $296,4682024

Highlighted filing

2015

Revenue$144,223
Expenses$393,706
Net Income-$249,483
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Jul 26, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay27th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
K JUDSON BOEDECKERTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Cary Jay Morrison Charitable Trust
EIN
45-6968359
Phone
9419259301
Address
2065 CONSTITUTION BOULEVARD, SARASOTA, FL 34231

Signing Officer

Name
K Judson Boedecker
Title
Trustee
Phone
9419259301
Signed
2016-07-26
Discuss with paid preparer
Yes

Preparer

Firm
Bobbitt Pittenger & Company Pa
Address
1605 MAIN STREET SUITE 1010, SARASOTA, FL 34236
Preparer
Kimball R Bobbitt
Phone
9413664450
Raw XML Appendix315 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SARASOTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd034234
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0322808
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/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0322808
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0305056
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0322808
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0305056
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0322808
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt011453
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt127685
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DUE FROM SYLVAN LEA
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1PREPAID EXPENSES
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt014379
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt014379
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2INTEREST
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt03303
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt142883
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt21412
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03303
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt142883
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt21412
TaxesSchedule/TaxesDetail/Amt06819
TaxesSchedule/TaxesDetail/Amt110881
TaxesSchedule/TaxesDetail/CategoryTxt0REAL ESTATE TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt06819
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0K JUDSON BOEDECKER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09419259301
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-07-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CARY JAY MORRISON CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0CARY
ReturnHeader/Filer/EIN0456968359
ReturnHeader/Filer/PhoneNum09419259301
ReturnHeader/Filer/USAddress/AddressLine1Txt02065 CONSTITUTION BOULEVARD
ReturnHeader/Filer/USAddress/CityNm0SARASOTA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034231
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0650437100
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BOBBITT PITTENGER & COMPANY PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01605 MAIN STREET SUITE 1010
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SARASOTA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd034236
ReturnHeader/PreparerPersonGrp/PhoneNum09413664450
ReturnHeader/PreparerPersonGrp/PreparationDt02016-07-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KIMBALL R BOBBITT
ReturnHeader/ReturnTs02016-07-26T16:17:14-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,980,934
Liabilities
$0
Net assets
$5,980,934
Revenue
$144,223
Expenses
$393,706
Net income
-$249,483
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.29$0.00$7.29$0.77$0.47$0.30
2023Summary only. Only limited summary data is available for this year.$6.99$0.00$0.51$0.49$0.02
2022Summary only. Only limited summary data is available for this year.$6.98$0.00$0.02$0.57$0.59
2021Summary only. Only limited summary data is available for this year.$7.56$0.00$0.65$0.59$0.06
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.50$0.00$7.50$0.22$0.59$0.37
2019Detailed filing. Detailed filing data is available for this year.$7.98$0.10$7.88$0.44$0.59$0.15
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.03$0.00$8.03$0.44$0.49$0.05
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.82$0.00$5.82$0.19$0.35$0.16
2015Detailed filing. Detailed filing data is available for this year.$5.98$0.00$5.98$0.14$0.39$0.25
2015Summary only. Only limited summary data is available for this year.$5.98$0.00$0.14$0.39$0.25
2014Detailed filing. Detailed filing data is available for this year.$6.26$0.03$6.23$1.10$0.37$0.73
2013Summary only. Only limited summary data is available for this year.$6.43$0.92$0.84$0.61$0.22
2012Summary only. Only limited summary data is available for this year.$7.28$1.96$5.32$5.43$0.11$5.32