Civic Intelligence

Cary Jay Morrison Tr Dated December 8 2008 as Amended

990PF • Fiscal year 2020 • EIN 45-6968359

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 09, 2021

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

23rd percentile

0.00x

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

2020 filings • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

21st percentile

0.00x

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

2020 filings • $5M-$10M nonprofits • Source year 2020

Net Margin

5th percentile

-173%

Higher net margin than 5% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

56th percentile

$109,690

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 50.9% of source-year revenue.

2020 filings • $5M-$10M nonprofits • Source year 2020

Asset Growth

12th percentile

-6.0%

Faster asset growth than 12% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

9th percentile

-51%

Faster revenue growth than 9% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Down

$7,503,752

Down $476,509 (-6.0%) from 2019

Net Assets

Down

$7,503,752

Down $371,903 (-4.7%) from 2019

Liabilities

Down

$0

Down $104,606 (-100%) from 2019

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin5th percentile

Revenue

Down

$215,353

Down $222,772 (-51%) from 2019

Expenses

Down

$587,256

Down $1,889 (-0.3%) from 2019

Net Income

Down

-$371,903

Down $220,883 (-146%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth12th 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: $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

2020

Assets$7,503,752
Liabilities$0
Net Assets$7,503,752
Open 2020 Filing

Operations Trend

Revenue Growth9th 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 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

2020

Revenue$215,353
Expenses$587,256
Net Income-$371,903
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 9, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
K JUDSON BOEDECKERTrusteePT$109,690-$109,690
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
2021-11-09
Discuss with paid preparer
Yes

Preparer

Firm
Walters & Associates Cpas
Address
3277 FRUITVILLE RD BLDG E, SARASOTA, FL 34237
Preparer
Kathleen a Mccoy
Phone
9413664450
Raw XML Appendix293 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/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0397161
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0410280
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt056667
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt17630
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt2-6466
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DUE FROM SYLVAN LEA
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1DUE FROM SYLVAN LEA HLDGS LLC
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc2INVESTMENT IN SYLVAN LEA HLDGS LLC
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt058883
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt18139
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt2-6934
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt058883
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt18139
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt2-6934
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt061105
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt061105
TaxesSchedule/TaxesDetail/Amt02650
TaxesSchedule/TaxesDetail/Amt1468
TaxesSchedule/TaxesDetail/CategoryTxt0TAX EXPENSE
TaxesSchedule/TaxesDetail/CategoryTxt1OTHER EXPENSE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1468
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0K JUDSON BOEDECKER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09419259301
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-09
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/PreparerFirmEIN0593618759
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WALTERS & ASSOCIATES CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03277 FRUITVILLE RD BLDG E
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SARASOTA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd034237
ReturnHeader/PreparerPersonGrp/PhoneNum09413664450
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KATHLEEN A MCCOY
ReturnHeader/ReturnTs02021-11-09T07:34:59-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0K
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0JUDSON BOEDECKER
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,503,752
Liabilities
$0
Net assets
$7,503,752
Revenue
$215,353
Expenses
$587,256
Net income
-$371,903
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
2020Detailed filing. Detailed filing data is available for this year.$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
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