Civic Intelligence

Cary Jay Morrison Charitable Trust

EIN 45-6968359 • Sarasota, FL

2065 Constitution BoulevardSarasota, FL 34231
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

24th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

25th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Net Margin

81st percentile

38%

Higher net margin than 81% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Top Officer Pay

39th percentile

$40,000

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 5.2% of source-year revenue.

$5M-$10M nonprofits • Source year 2024

Asset Growth

53rd percentile

4.2%

Faster asset growth than 53% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

79th percentile

52%

Faster revenue growth than 79% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$7,287,837

Up $296,468 (+4.2%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

$7,287,837

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue25th percentileNet Margin81st percentile

Revenue

Up

$770,793

Up $263,472 (+52%) from 2023

Expenses

Down

$474,325

Down $17,128 (-3.5%) from 2023

Net Income

Up

$296,468

Up $280,600 (+1768%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth53rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$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

2024

Assets$7,287,837
Liabilities$0
Net Assets$7,287,837
Open 2024 Filing

Operations Trend

Revenue Growth79th percentile

Revenue, expenses, and net income by year, with the latest 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

2024

Revenue$770,793
Expenses$474,325
Net Income$296,468
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$7,287,837
Liabilities
$0
Net assets
$7,287,837
Revenue
$770,793
Expenses
$474,325
Net income
$296,468
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
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
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 28, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay39th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
K JUDSON BOEDECKERTrusteePT$40,000-$40,000
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
2025-04-28
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 Appendix282 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/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0376201
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0419356
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0376201
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0419356
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0376201
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0AMG RIVER ROAD
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0462 SOUTH FOURTH STREET SUITE 2000
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0LOUISVILLE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0KY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd040202
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0104343
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0169140
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DUE FROM SYLVAN LEA INC
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0169140
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0169140
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt058124
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt058124
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0371
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt15777
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OTHER INCOME
OtherIncomeSchedule2/OtherIncomeDetail/Desc1OTHER INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0371
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt15777
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0371
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt15777
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0K JUDSON BOEDECKER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09419259301
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-28
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/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0593618759
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WALTERS & ASSOCIATES CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03277 FRUITVILLE ROAD BLDG E
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SARASOTA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd034237
ReturnHeader/PreparerPersonGrp/PhoneNum09413664450
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SVETLANA MAHORIVSKYY
ReturnHeader/ReturnTs02025-04-28T18:20:53-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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