Civic Intelligence

Harold M and Mary B Morris

EIN 65-0540242 • Aventura, FL

21200 NE 38th Avenue 2501Aventura, FL 33180
Siviq Scores

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

Liabilities / Assets

43rd percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

44th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Net Margin

71st percentile

19%

Higher net margin than 71% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

$500k-$1M nonprofits • Source year 2024

Asset Growth

49th percentile

1.8%

Faster asset growth than 49% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

94th percentile

206%

Faster revenue growth than 94% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$612,219

Up $10,713 (+1.8%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$612,219

Up $10,713 (+1.8%) from 2023

Operations
Liabilities / Revenue44th percentileNet Margin71st percentile

Revenue

Up

$56,162

Up $37,823 (+206%) from 2023

Expenses

Up

$45,449

Up $13,319 (+41%) from 2023

Net Income

Up

$10,713

Up $24,504 (+178%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth49th percentile

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

$800K$600K$400K$200K$0Assets 2011: $303,790Liabilities 2011: $02011Assets 2012: $302,416Liabilities 2012: $0Net Assets 2012: $302,4162012Assets 2013: $294,292Liabilities 2013: $0Net Assets 2013: $294,2922013Assets 2014: $689,051Liabilities 2014: $0Net Assets 2014: $689,0512014Assets 2015: $698,705Liabilities 2015: $0Net Assets 2015: $698,7052015Assets 2016: $698,236Liabilities 2016: $0Net Assets 2016: $698,2362016Assets 2017: $728,704Liabilities 2017: $0Net Assets 2017: $728,7042017Assets 2019: $651,859Liabilities 2019: $02019Assets 2020: $642,008Liabilities 2020: $0Net Assets 2020: $642,0082020Assets 2021: $632,228Liabilities 2021: $0Net Assets 2021: $632,2282021Assets 2022: $615,297Liabilities 2022: $0Net Assets 2022: $615,2972022Assets 2023: $601,506Liabilities 2023: $0Net Assets 2023: $601,5062023Assets 2024: $612,219Liabilities 2024: $0Net Assets 2024: $612,2192024

Highlighted filing

2024

Assets$612,219
Liabilities$0
Net Assets$612,219
Open 2024 Filing

Operations Trend

Revenue Growth94th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50K-$100KRevenue 2011: $1,578Expenses 2011: $16,042Net Income 2011: -$14,4642011Expenses 2012: $3,7362012Revenue 2013: $1,526Expenses 2013: $9,650Net Income 2013: -$8,1242013Revenue 2014: $17,130Expenses 2014: $22,371Net Income 2014: -$5,2412014Revenue 2015: $30,884Expenses 2015: $21,230Net Income 2015: $9,6542015Revenue 2016: $28,645Expenses 2016: $29,114Net Income 2016: -$4692016Revenue 2017: $32,704Expenses 2017: $2,236Net Income 2017: $30,4682017Revenue 2019: $25,607Expenses 2019: $80,476Net Income 2019: -$54,8692019Revenue 2020: $34,694Expenses 2020: $44,545Net Income 2020: -$9,8512020Revenue 2021: $25,434Expenses 2021: $35,214Net Income 2021: -$9,7802021Revenue 2022: $20,079Expenses 2022: $37,010Net Income 2022: -$16,9312022Revenue 2023: $18,339Expenses 2023: $32,130Net Income 2023: -$13,7912023Revenue 2024: $56,162Expenses 2024: $45,449Net Income 2024: $10,7132024

Highlighted filing

2024

Revenue$56,162
Expenses$45,449
Net Income$10,713
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$612,219
Liabilities
$0
Net assets
$612,219
Revenue
$56,162
Expenses
$45,449
Net income
$10,713
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.12$0.00$6.12$0.56$0.45$0.11
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.02$0.00$6.02$0.18$0.32$0.14
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.15$0.00$6.15$0.20$0.37$0.17
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.32$0.00$6.32$0.25$0.35$0.10
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.42$0.00$6.42$0.35$0.45$0.10
2019Summary only. Only limited summary data is available for this year.$6.52$0.00$0.26$0.80$0.55
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.29$0.00$7.29$0.33$0.02$0.30
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.98$0.00$6.98$0.29$0.29$0.00
2015Detailed filing. Detailed filing data is available for this year.$6.99$0.00$6.99$0.31$0.21$0.10
2014Detailed filing. Detailed filing data is available for this year.$6.89$0.00$6.89$0.17$0.22$0.05
2013Detailed filing. Detailed filing data is available for this year.$2.94$0.00$2.94$0.02$0.10$0.08
2012Detailed filing. Detailed filing data is available for this year.$3.02$0.00$3.02$0.04
2011Summary only. Only limited summary data is available for this year.$3.04$0.00$0.02$0.16$0.14
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Arleen J ShabelDirector-$0--
Barry N MorrisDirector-$0--
Craig H MorrisDirector-$0--
Filing and Contact Details

Filer

Filer Name
Harold M and Mary B Morris Charitable
EIN
65-0540242
Phone
9544577355
Address
21200 NE 38th Avenue 2501, Aventura, FL 33180

Signing Officer

Name
Arleen J Shabel
Title
Director
Signed
2025-11-17
Discuss with paid preparer
Yes

Preparer

Firm
AlphaTrust Advisors
Address
5141 N 40th St Suite 400, Phoenix, AZ 85018
Preparer
Jaclyn Blair EA
Phone
4806810200
Raw XML AppendixShowing 400 of 788 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.

Path#Value
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0American Balanced CL A
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4MFS Total Return
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6Fidelity Advisor Balanced
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9First Trust Cap Strgth
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Arizona State University
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1American Diabetes Association
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2American Friends of the Ludwig Foun
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3American Heart Association
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4American Jewish World Service
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5American Kidney Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6American Lung Assocoiation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm7American Macular Degeration Foundat
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm8Beat CancerOrg
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm9Boys Ranch
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm10Center Advancing the Photographic A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm11Doctors Without Borders
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm12Epilepsy Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm13Fisher House Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm14Habitat for Humanity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm15Hebrew Educational Alliance
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm16Hillel International
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm17Humane Society of Greater Miami

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