Civic Intelligence

Edwin E and Ruby C Morgan Foundation Inc.

990PF • Fiscal year 2012 • EIN 64-0667872

Jan 01, 2012 to Dec 31, 2012 • Filed on May 08, 2013

Organization Profile
254 A Katherine Drive39232
Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2012 filings • $10M-$25M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

41st percentile

0.2%

Faster asset growth than 41% of similar nonprofits.

2012 filings • $10M-$25M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$19,144,783

Up $28,979 (+0.2%) from 2011

Net Assets

Up

$19,144,783

Up $28,979 (+0.2%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$1,084,911

Up $15,940 (+1.5%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$30M$20M$10M$0Assets 2010: $19,114,523Liabilities 2010: $0Net Assets 2010: $19,114,5232010Assets 2011: $19,115,804Liabilities 2011: $0Net Assets 2011: $19,115,8042011Assets 2012: $19,144,783Liabilities 2012: $0Net Assets 2012: $19,144,7832012Assets 2013: $19,188,324Liabilities 2013: $0Net Assets 2013: $19,188,3242013Assets 2014: $19,763,836Liabilities 2014: $0Net Assets 2014: $19,763,8362014Assets 2015: $20,042,598Liabilities 2015: $0Net Assets 2015: $20,042,5982015Assets 2016: $20,094,424Liabilities 2016: $0Net Assets 2016: $20,094,4242016Assets 2017: $20,100,124Liabilities 2017: $0Net Assets 2017: $20,100,1242017Assets 2018: $20,110,781Liabilities 2018: $0Net Assets 2018: $20,110,7812018Assets 2019: $20,284,506Liabilities 2019: $0Net Assets 2019: $20,284,5062019Assets 2020: $20,456,259Liabilities 2020: $0Net Assets 2020: $20,456,2592020Assets 2021: $20,210,766Liabilities 2021: $0Net Assets 2021: $20,210,7662021Assets 2022: $19,472,688Liabilities 2022: $0Net Assets 2022: $19,472,6882022Assets 2023: $18,819,485Liabilities 2023: $0Net Assets 2023: $18,819,4852023Assets 2024: $18,222,780Liabilities 2024: $0Net Assets 2024: $18,222,7802024

Highlighted filing

2012

Assets$19,144,783
Liabilities$0
Net Assets$19,144,783
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$2.0M$1.0M$0-$1.0MExpenses 2010: $1,066,7102010Expenses 2011: $1,068,9712011Expenses 2012: $1,084,9112012Revenue 2013: $1,149,024Expenses 2013: $1,105,483Net Income 2013: $43,5412013Revenue 2014: $1,708,709Expenses 2014: $1,133,197Net Income 2014: $575,5122014Revenue 2015: $1,552,348Expenses 2015: $1,273,586Net Income 2015: $278,7622015Revenue 2016: $1,316,981Expenses 2016: $1,265,155Net Income 2016: $51,8262016Revenue 2017: $1,314,136Expenses 2017: $1,308,436Net Income 2017: $5,7002017Revenue 2018: $1,352,692Expenses 2018: $1,342,035Net Income 2018: $10,6572018Revenue 2019: $1,497,367Expenses 2019: $1,323,642Net Income 2019: $173,7252019Revenue 2020: $1,464,714Expenses 2020: $1,292,961Net Income 2020: $171,7532020Revenue 2021: $1,043,367Expenses 2021: $1,288,860Net Income 2021: -$245,4932021Revenue 2022: $598,898Expenses 2022: $1,336,976Net Income 2022: -$738,0782022Revenue 2023: $704,417Expenses 2023: $1,357,620Net Income 2023: -$653,2032023Revenue 2024: $773,611Expenses 2024: $1,370,316Net Income 2024: -$596,7052024

Highlighted filing

2012

Revenue-
Expenses$1,084,911
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
May 8, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
R MILLER REIDPres/Treas/DirectorFT$203,725$46,902$250,627
MILLER DAVID REIDVP/Sec/DirectorFT$86,637$17,783$104,420
PHILIP L COLSONDirector-$1,294-$1,294
KAREN M MORGANDirector-$1,294-$1,294
GE MORGANDirector-$1,294-$1,294
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantMISSISSIPPI SPAY AND NEUTERSPAY AND NEUTER PROGRAMPUBLIC CHARITYPEARL, MS, US$75,000
Paid GrantMS ANIMAL RESCUE LEAGUEVETERINARIAN SALARY AND BENEFITSPUBLIC CHARITYJACKSON, MS, US$68,500
Paid GrantSTEWPOT COMMUNITY SERVICES INCOPPORTUNITY CENTERPUBLIC CHARITYJACKSON, MS, US$50,000
Paid GrantMISSISSIPPI FOOD NETWORKFOOD PROGRAMPUBLIC CHARITYJACKSON, MS, US$40,000
Paid GrantSO CHRISTIAN SVC FOR CHILD & YOUTH INCGENERAL OPERATING EXPENSESPUBLIC CHARITYJXN, MS, US$40,000
Paid GrantSTEWPOT COMMUNITY SERVICES INCGENERAL OPERATING EXPENSESPUBLIC CHARITYJACKSON, MS, US$40,000
Paid GrantTHE GLEANERS INCGENERAL OPERATING EXPENSESPUBLIC CHARITYJACKSON, MS, US$40,000
Paid GrantTHE MUSTARD SEEDGENERAL OPERATING EXPENSESPUBLIC CHARITYBRANDON, MS, US$40,000
Paid GrantTHE SALVATION ARMY METRO JACKSON COMMANDGENERAL OPERATING EXPENSESPUBLIC CHARITYJACKSON, MS, US$40,000
Paid GrantWINGARD HOME INCGENERAL OPERATING EXPENSESPUBLIC CHARITYJACKSON, MS, US$40,000
Paid GrantWINGARD HOME INCCOMPLETION OF FAMILY SUITESPUBLIC CHARITYJACKSON, MS, US$35,000
Paid GrantDELIVER ME SENIOR SUPPORT SERVICESGENERAL OPERATING EXPENSESPUBLIC CHARITYJACKSON, MS, US$30,000
Paid GrantMS ANIMAL RESCUE LEAGUEMEDICAL EQUIPMENT AND SUPPLIESPUBLIC CHARITYJACKSON, MS, US$30,000
Paid GrantMS ANIMAL RESCUE LEAGUEGENERAL OPERATING EXPENSESPUBLIC CHARITYJACKSON, MS, US$20,000
Paid GrantMS ANIMAL RESCUE LEAGUESPAY AND NEUTER PROGRAMPUBLIC CHARITYJACKSON, MS, US$20,000
Paid GrantTHE HOME PLACEGENERAL OPERATING EXPENSESPUBLIC CHARITYMADISON, MS, US$20,000
Paid GrantSO CHRISTIAN SVC FOR CHILD & YOUTH INCGENERAL OPERATING EXPENSESPUBLIC CHARITYJXN, MS, US$15,000
Paid GrantSTEWPOT COMMUNITY SERVICES INCGENERAL OPERATING EXPENSESPUBLIC CHARITYJACKSON, MS, US$11,000
Paid GrantCOMMUNITY HOSPITAL FOUNDATIONGENERAL OPERATING EXPENSESPUBLIC CHARITYMONTEREY, CA, US$6,000
Paid GrantHOSPICE FOUNDATION FOR THE CENTRAL COASTGENERAL OPERATING EXPENSESPUBLIC CHARITYMONTEREY, CA, US$4,000
Paid GrantCTRL COAST VISITING NURSE ASSOC & HOSPICEGENERAL OPERATING EXPENSESPUBLIC CHARITYMONTEREY, CA, US$3,000
Paid GrantMS ANIMAL RESCUE LEAGUESPAY AND NEUTERPUBLIC CHARITYJACKSON, MS, US$2,500
Filing and Contact Details

Filer

EIN
64-0667872
Raw XML AppendixShowing 400 of 843 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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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock454338 SHARES NORTHEAST UTILITIES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock465100 SHARES NUVEEN BAB TERM FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock47575 SHARES NRG ENTERGY INC NEW
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock481500 SHARES OCCIDENTAL PETE CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock492500 SHARES PEPCO HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock505000 SHARES PFIZER INCORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock517000 SHARES PG&E CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock523000 SHARES PHILLIPS 66
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5314000 SHARES PITNEY BOWES 5.25% PFD SR NOTES 11/27/22
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5412000 SHARES PROTECTIVE LIFE 6% 42 DUB 9/1/42
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock55400 SHARES PUBLIC STORAGE 5.625% PFD CUM
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock564000 SHARES QWEST CORP SR NOTES 7% SR 7/1/52
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5727000 SHARES REGIONS FINANCIAL CP NEW
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock58751 SHARES SEMPRA ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock595000 SHARES THE SOUTHERN COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock602340 SHARES SPECTRA ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock611000 SHARES STERLING BANCORP NY
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock62130 SHARES TRUSTMARK CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock633500 SHARES U S BANCORP DEL NEW
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock642500 SHARES UIL HOLDINGS CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock655914 SHARES VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock66875 SHARES VODAFONE GROUP PLC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock677000 SHARES WELLS FARGO & CO NEW
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock683550 SHARES XCEL ENERGY INC
InvestmentsGovtObligationsSch/StateLocalSecuritiesEOYBookVal03796221
InvestmentsGovtObligationsSch/StateLocalSecuritiesEOYFMV04102864
InvestmentsGovtObligationsSch/USGovtSecuritiesEOYBookValue00
InvestmentsGovtObligationsSch/USGovtSecuritiesEOYFMV00
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IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
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IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
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IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount0126
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/OtherInvestmentIncomePartVII/ExclusionAmount0912
IRS990PF/AnalysisIncomeProducingActy/OtherInvestmentIncomePartVII/ExclusionCode015
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IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome00
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/UnrelatedBusinessIncomeAmount00
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA01113890
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblPrps0151637
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps0670000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss0670000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDepletionNetInvstIncm0382
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDepletionRevAndExpnss04294
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm0858674
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss0861804
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses028979
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice05202126
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm0126
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss0126
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss0251048
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome0926634
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblPrps06810
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncm0396
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnss07206
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblPrps06794
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncm0912
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnss0912
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblPrps041415
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncm039678
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnss081093
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm055
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss01084911
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome01110760
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses01113890
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps0208873
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm0184126
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss0414911
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblPrps0464
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnss0464
IRS990PF/BalanceSheets/AccumDeprecLandBldgAndEquip023083
IRS990PF/BalanceSheets/CashBOY02453
IRS990PF/BalanceSheets/CashEOY02505
IRS990PF/BalanceSheets/CashEOYFMV02505
IRS990PF/BalanceSheets/InvestmentsCorpBondsBOY02534973
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOY03437548
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOYFMV03739811
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY09382310
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY010769628
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV011047660
IRS990PF/BalanceSheets/InvestmentsGovtObligBOY06080809
IRS990PF/BalanceSheets/InvestmentsGovtObligEOY03796221
IRS990PF/BalanceSheets/InvestmentsGovtObligEOYFMV04102864
IRS990PF/BalanceSheets/LandBuildingAndEquipmentBasis0209319
IRS990PF/BalanceSheets/LandBuildingAndEquipmentBOY0190530
IRS990PF/BalanceSheets/LandBuildingAndEquipmentEOY0186236
IRS990PF/BalanceSheets/LandBuildingAndEquipmentEOYFMV0186236
IRS990PF/BalanceSheets/OrgThatFollowSFAS1170X
IRS990PF/BalanceSheets/OtherAssetsBOY00
IRS990PF/BalanceSheets/OtherAssetsEOY00
IRS990PF/BalanceSheets/OtherAssetsEOYFMV02824
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY0924729
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY0952645
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV0952645
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IRS990PF/BalanceSheets/TotalNetAssetsBOY019115804
IRS990PF/BalanceSheets/TotalNetAssetsEOY019144783
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0PUBLICLY TRADED SECURITIES
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice05202126
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses028979
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases00
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases00
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IRS990PF/DistributableAmount/DistributableAmountAsAdjusted0928908
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj0928908
IRS990PF/DistributableAmount/DistributableAmountBeforeDed0928908
IRS990PF/DistributableAmount/MinimumInvestmentReturn0947441
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions00
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome018533
IRS990PF/DistributableAmount/TotalTax018533
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment018238
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax018533
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax00
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IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome018533
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue0295
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments018238
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY020034545
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets019237385
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances01054188
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities018163140
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable0288561

Document Assets

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Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$19,144,783
Liabilities
$0
Net assets
$19,144,783
Revenue
-
Expenses
$1,084,911
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$18.2$0.00$18.2$0.77$1.37$0.60
2023Detailed filing. Detailed filing data is available for this year.$18.8$0.00$18.8$0.70$1.36$0.65
2022Detailed filing. Detailed filing data is available for this year.$19.5$0.00$19.5$0.60$1.34$0.74
2021Detailed filing. Detailed filing data is available for this year.$20.2$0.00$20.2$1.04$1.29$0.25
2020Detailed filing. Detailed filing data is available for this year.$20.5$0.00$20.5$1.46$1.29$0.17
2019Detailed filing. Detailed filing data is available for this year.$20.3$0.00$20.3$1.50$1.32$0.17
2018Detailed filing. Detailed filing data is available for this year.$20.1$0.00$20.1$1.35$1.34$0.01
2017Detailed filing. Detailed filing data is available for this year.$20.1$0.00$20.1$1.31$1.31$0.01
2016Detailed filing. Detailed filing data is available for this year.$20.1$0.00$20.1$1.32$1.27$0.05
2015Detailed filing. Detailed filing data is available for this year.$20.0$0.00$20.0$1.55$1.27$0.28
2014Detailed filing. Detailed filing data is available for this year.$19.8$0.00$19.8$1.71$1.13$0.58
2013Detailed filing. Detailed filing data is available for this year.$19.2$0.00$19.2$1.15$1.11$0.04
2012Detailed filing. Detailed filing data is available for this year.$19.1$0.00$19.1$1.08
2011Detailed filing. Detailed filing data is available for this year.$19.1$0.00$19.1$1.07
2010Detailed filing. Detailed filing data is available for this year.$19.1$0.00$19.1$1.07