Civic Intelligence

Cary Jay Morrison Tr Dated December 8 2008 as Amended

990PF • Fiscal year 2021 • EIN 45-6968359

Jan 01, 2021 to Dec 31, 2021 • Filed on Jul 29, 2022

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

24th percentile

0.00x

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

2021 filings • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

23rd percentile

0.00x

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

2021 filings • $5M-$10M nonprofits • Source year 2021

Net Margin

42nd percentile

9.0%

Higher net margin than 42% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

57th percentile

$109,700

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 17.0% of source-year revenue.

2021 filings • $5M-$10M nonprofits • Source year 2021

Asset Growth

28th percentile

0.8%

Faster asset growth than 28% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

90th percentile

200%

Faster revenue growth than 90% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets24th percentile

Assets

Flat

$7,562,098

Flat from 2021

Net Assets

$7,562,098

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2021

Revenue And Expenses
Liabilities / Revenue23rd percentileNet Margin42nd percentile

Revenue

Flat

$645,800

Flat from 2021

Expenses

Flat

$587,454

Flat from 2021

Net Income

Flat

$58,346

Flat from 2021

Historical Trend

Balance Sheet Trend

Asset Growth28th 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: $0Net Assets 2021: $7,562,0982021Assets 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

2021

Assets$7,562,098
Liabilities$0
Net Assets$7,562,098
Open 2021 Filing

Operations Trend

Revenue Growth90th 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 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

2021

Revenue$645,800
Expenses$587,454
Net Income$58,346
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jul 29, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
K JUDSON BOEDECKERTrusteePT$109,700-$109,700
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
2022-07-29
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 Appendix296 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/UndistributedIncomeCYAmt0454403
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0397161
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt058883
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt18139
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt2-6934
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DUE FROM SYLVAN LEA INC
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1DUE FROM SYLVAN LEA HLDGS LLC
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc2INVESTMENT IN SYLVAN LEA HLDGS LLC
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt085883
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt085883
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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt068018
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1340
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt28678
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt068018
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1340
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt28678
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt06934
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OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt06934
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt06934
TaxesSchedule/TaxesDetail/Amt0570
TaxesSchedule/TaxesDetail/CategoryTxt0TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
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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/SignatureDt02022-07-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CARY JAY MORRISON CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0CARY
ReturnHeader/Filer/EIN0456968359
ReturnHeader/Filer/PhoneNum09419259301
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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/PreparationDt02022-07-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KATHLEEN A MCCOY
ReturnHeader/ReturnTs02022-07-29T14:23:40-05:00
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ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0K
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0JUDSON BOEDECKER
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,562,098
Liabilities
$0
Net assets
$7,562,098
Revenue
$645,800
Expenses
$587,454
Net income
$58,346
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
2021Detailed filing. Detailed filing data is available for this year.$7.56$0.00$7.56$0.65$0.59$0.06
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
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