Civic Intelligence

John M & Susan Morrison Foundation

990PF • Fiscal year 2021 • EIN 65-6254131

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 08, 2021

Organization Profile
3093 Fort Charles DrNaples, FL 34102-7920

(763) 512-5291

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

2nd percentile

-1789%

Higher net margin than 2% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

6th percentile

-63%

Faster asset growth than 6% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

17th percentile

-49%

Faster revenue growth than 17% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$170,980

Down $289,072 (-63%) from 2020

Net Assets

Down

$170,980

Down $289,072 (-63%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin2nd percentile

Revenue

Down

$16,160

Down $15,320 (-49%) from 2020

Expenses

Down

$305,232

Down $7,854,785 (-96%) from 2020

Net Income

Up

-$289,072

Up $7,839,465 (+96%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth6th 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

2021

Assets$170,980
Liabilities$0
Net Assets$170,980
Open 2021 Filing

Operations Trend

Revenue Growth17th 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

2021

Revenue$16,160
Expenses$305,232
Net Income-$289,072
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 8, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN M MORRISONTrustee/Chair/Treasurer-$0--
SUSAN M MORRISONTrustee/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 DR, NAPLES, FL 34102-7920

Signing Officer

Name
John Morrison
Title
Trustee/chair/treasurer
Phone
7635125291
Signed
2021-11-08
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
801 NICOLLET MALL WEST TOWER STE, 1200, MINNEAPOLIS, MN 55402-2526
Preparer
Kacie Mcewen
Phone
6123324300
Raw XML Appendix329 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JOHN M MORRISON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1SUSAN M MORRISON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JOHN M MORRISON JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3JULIE MORRISON
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3ADVISORY TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4ADVISORY TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5ADVISORY TRUSTEE
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt09304202
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0450504
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
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IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt10
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ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-08
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ReturnHeader/ReturnTs02021-11-12T12:05:03-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOHN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MORRISON
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$170,980
Liabilities
$0
Net assets
$170,980
Revenue
$16,160
Expenses
$305,232
Net income
-$289,072
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