Civic Intelligence

Cary Jay Morrison Tr Dated December 8 2008 as Amended

990PF • Fiscal year 2023 • EIN 45-6968359

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 17, 2024

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.

2023 filings • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

21st percentile

0.00x

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

2023 filings • $5M-$10M nonprofits • Source year 2023

Net Margin

49th percentile

3.1%

Higher net margin than 49% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

38th percentile

$40,500

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 8.0% of source-year revenue.

2023 filings • $5M-$10M nonprofits • Source year 2023

Asset Growth

38th percentile

0.2%

Faster asset growth than 38% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets24th percentile

Assets

Flat

$6,991,369

Flat from 2023

Net Assets

$6,991,369

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2023

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin49th percentile

Revenue

Flat

$507,321

Flat from 2023

Expenses

Flat

$491,453

Flat from 2023

Net Income

Flat

$15,868

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth38th 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: $0Net Assets 2023: $6,991,3692023Assets 2023: $6,991,369Liabilities 2023: $12023Assets 2024: $7,287,837Liabilities 2024: $0Net Assets 2024: $7,287,8372024

Highlighted filing

2023

Assets$6,991,369
Liabilities$0
Net Assets$6,991,369
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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 2023: $507,321Expenses 2023: $491,453Net Income 2023: $15,8682023Revenue 2024: $770,793Expenses 2024: $474,325Net Income 2024: $296,4682024

Highlighted filing

2023

Revenue$507,321
Expenses$491,453
Net Income$15,868
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 17, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay38th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
K JUDSON BOEDECKERTrusteePT$40,500-$40,500
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
2024-04-17
Discuss with paid preparer
Yes

Preparer

Firm
Walters & Associates Cpas
Address
3277 FRUITVILLE ROAD BLDG E, SARASOTA, FL 34237
Preparer
Svetlana Mahorivskyy
Phone
9413664450
Raw XML Appendix271 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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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1155
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OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0422
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ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,991,369
Liabilities
$0
Net assets
$6,991,369
Revenue
$507,321
Expenses
$491,453
Net income
$15,868
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
2023Detailed filing. Detailed filing data is available for this year.$6.99$0.00$6.99$0.51$0.49$0.02
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
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