Civic Intelligence

John M & Susan Morrison Foundation

990PF • Fiscal year 2016 • EIN 65-6254131

Jul 01, 2015 to Jun 30, 2016 • Filed on Jan 20, 2017

Organization Profile
3093 Fort Charles DriveNaples, FL 34102

(763) 512-5291

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2016 filings • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

16th percentile

0.00x

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

2016 filings • $5M-$10M nonprofits • Source year 2016

Net Margin

97th percentile

91%

Higher net margin than 97% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

27th percentile

$0

Higher top officer pay than 27% of similar nonprofits.

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

2016 filings • $5M-$10M nonprofits • Source year 2016

Asset Growth

93rd percentile

43%

Faster asset growth than 93% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

85th percentile

32%

Faster revenue growth than 85% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$8,952,890

Up $2,710,425 (+43%) from 2015

Net Assets

$8,952,890

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue16th percentileNet Margin97th percentile

Revenue

Up

$7,992,917

Up $1,942,508 (+32%) from 2015

Expenses

Up

$714,062

Up $341,359 (+92%) from 2015

Net Income

Up

$7,278,855

Up $1,601,149 (+28%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth93rd percentile

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

$10M$5.0M$0Assets 2012: $178,968Liabilities 2012: $02012Assets 2013: $623,335Liabilities 2013: $02013Assets 2014: $562,754Liabilities 2014: $02014Assets 2015: $6,242,465Liabilities 2015: $02015Assets 2016: $8,952,890Liabilities 2016: $0Net Assets 2016: $8,952,8902016Assets 2017: $8,343,586Liabilities 2017: $0Net Assets 2017: $8,343,5862017Assets 2018: $8,493,968Liabilities 2018: $0Net Assets 2018: $8,493,9682018Assets 2019: $8,588,589Liabilities 2019: $0Net Assets 2019: $8,588,5892019Assets 2020: $460,052Liabilities 2020: $0Net Assets 2020: $460,0522020Assets 2021: $170,980Liabilities 2021: $0Net Assets 2021: $170,9802021Assets 2022: $164,473Liabilities 2022: $0Net Assets 2022: $164,4732022Assets 2023: $163,954Liabilities 2023: $0Net Assets 2023: $163,9542023Assets 2024: $164,764Liabilities 2024: $0Net Assets 2024: $164,7642024Assets 2025: $166,520Liabilities 2025: $0Net Assets 2025: $166,5202025

Highlighted filing

2016

Assets$8,952,890
Liabilities$0
Net Assets$8,952,890
Open 2016 Filing

Operations Trend

Revenue Growth85th percentile

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

$10M$5.0M$0-$5.0M-$10MRevenue 2012: $241,055Expenses 2012: $450,024Net Income 2012: -$208,9692012Revenue 2013: $889,534Expenses 2013: $445,167Net Income 2013: $444,3672013Revenue 2014: $446,728Expenses 2014: $507,309Net Income 2014: -$60,5812014Revenue 2015: $6,050,409Expenses 2015: $372,703Net Income 2015: $5,677,7062015Revenue 2016: $7,992,917Expenses 2016: $714,062Net Income 2016: $7,278,8552016Revenue 2017: $266,459Expenses 2017: $875,763Net Income 2017: -$609,3042017Revenue 2018: $1,153,675Expenses 2018: $1,003,293Net Income 2018: $150,3822018Revenue 2019: $389,571Expenses 2019: $294,950Net Income 2019: $94,6212019Revenue 2020: $31,480Expenses 2020: $8,160,017Net Income 2020: -$8,128,5372020Revenue 2021: $16,160Expenses 2021: $305,232Net Income 2021: -$289,0722021Revenue 2022: $3,420Expenses 2022: $9,927Net Income 2022: -$6,5072022Revenue 2023: $2,822Expenses 2023: $3,341Net Income 2023: -$5192023Revenue 2024: $4,172Expenses 2024: $3,362Net Income 2024: $8102024Revenue 2025: $5,165Expenses 2025: $3,409Net Income 2025: $1,7562025

Highlighted filing

2016

Revenue$7,992,917
Expenses$714,062
Net Income$7,278,855
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Jan 20, 2017
Return Version
2015v3.0
Compensation and Service Providers
Top Officer Pay27th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN M MORRISONTrustee/Chair/Treasurer-$0--
SUSAN M MORRISONTrustee-$0--
JANICE GRASERVice President-$0--
JOHN M MORRISON JRAdvisory Trustee-$0--
JULIE MORRISONAdvisory Trustee-$0--
JEANNE M COOKAdvisory Trustee-$0--
MARY S MORRISONAdvisory Trustee-$0--
Filing and Contact Details

Filer

Filer Name
John M & Susan Morrison Foundation
EIN
65-6254131
Phone
7635125291
Address
3093 FORT CHARLES DRIVE, NAPLES, FL 34102

Signing Officer

Name
John Morrison
Title
Trustee/chair/treasurer
Phone
7635125291
Signed
2017-01-20
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
801 NICOLLET MALL SUITE 1100, MINNEAPOLIS, MN 55402
Preparer
Todd a Jackson
Phone
6123324300
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IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt07278855
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt0111
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt09217702
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt024
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt024
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt0687
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0687
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt01677105
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01897121
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt03253
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt02054
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt019834
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt020
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt010212
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt010232
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0358
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01909
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0698746
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt017018
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0714062
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01914139
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt07992917
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt02527
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt017018
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt017843
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02014-10-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12015-03-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt06383925
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1560902
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2595770
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt01655355
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1149160
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-144049
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-787
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4972
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt584
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt615488
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt716639
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt01655355
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1149160
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-144049
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-787
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4972
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt584
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt615488
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt716639
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt08039280
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1710062
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2451721
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt316639
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1ENERGY TRANS EQTY LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2KKR & CO LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3ENERGY TRANS EQTY LP 1231 LOSS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4KKR & CO LP 1250 & 1231 GAIN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5ENERGY TRANS EQTY LP LT GAIN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6KKR & CO LP LT GAIN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02015-11-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12015-11-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01692862
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt07278855
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt04605042
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt036612
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt013557932
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt06242465
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt08952890
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0422853
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0422853
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0422853
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0460795
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt037942
IRS990PF/DistributableAmountGrp/TotalTaxAmt037942
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt01072
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt037942
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt037942
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt037942
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt039014
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt00
IRS990PF/FMVAssetsEOYAmt011290757
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt062640
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt068601
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt068601
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt06179825
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt06807506
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt09133037
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt06242465
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt08952890
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0145756
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0145756
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt06242465
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt08952890
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt011290757
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt06242465
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt08952890
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt06242465
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt08952890
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt01931027
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt01943363
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt09356245
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0429614
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt08926631
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0140344
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0460795
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt09215901
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt09356245
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.01
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt40.01
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt50.01
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt60.01
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JOHN M MORRISON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1SUSAN M MORRISON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JANICE GRASER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3JOHN M MORRISON JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4JULIE MORRISON

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,952,890
Liabilities
$0
Net assets
$8,952,890
Revenue
$7,992,917
Expenses
$714,062
Net income
$7,278,855
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$0.01$0.00$0.00
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.16$0.00$0.16$0.00$0.00$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.16$0.00$0.00$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.16$0.00$0.01$0.01
2021Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$0.02$0.31$0.29
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.46$0.00$0.46$0.03$8.16$8.13
2019Detailed filing. Detailed filing data is available for this year.$8.59$0.00$8.59$0.39$0.29$0.09
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.49$0.00$8.49$1.15$1.00$0.15
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.34$0.00$8.34$0.27$0.88$0.61
2016Detailed filing. Detailed filing data is available for this year.$8.95$0.00$8.95$7.99$0.71$7.28
2015Summary only. Only limited summary data is available for this year.$6.24$0.00$6.05$0.37$5.68
2014Summary only. Only limited summary data is available for this year.$0.56$0.00$0.45$0.51$0.06
2013Summary only. Only limited summary data is available for this year.$0.62$0.00$0.89$0.45$0.44
2012Summary only. Only limited summary data is available for this year.$0.18$0.00$0.24$0.45$0.21