Civic Intelligence

John M & Susan Morrison Foundation

990PF • Fiscal year 2023 • EIN 65-6254131

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 08, 2023

Organization Profile
3093 Fort Charles DriveNaples, FL 34102-7920

(763) 512-5291

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

23rd percentile

-18%

Higher net margin than 23% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

48th percentile

-0.3%

Faster asset growth than 48% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

27th percentile

-17%

Faster revenue growth than 27% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$163,954

Down $519 (-0.3%) from 2022

Net Assets

Down

$163,954

Down $519 (-0.3%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin23rd percentile

Revenue

Down

$2,822

Down $598 (-17%) from 2022

Expenses

Down

$3,341

Down $6,586 (-66%) from 2022

Net Income

Up

-$519

Up $5,988 (+92%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth48th 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

2023

Assets$163,954
Liabilities$0
Net Assets$163,954
Open 2023 Filing

Operations Trend

Revenue Growth27th 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

2023

Revenue$2,822
Expenses$3,341
Net Income-$519
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 8, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay79th 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 DRIVE, NAPLES, FL 34102-7920

Signing Officer

Name
John Morrison
Title
Trustee/chair/treasurer
Phone
7635125291
Signed
2023-11-08
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
227 WEST FIRST STREET SUITE 700, DULUTH, MN 55802
Preparer
Julie Boyer
Phone
2187275025
Raw XML Appendix305 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
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
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IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt07447
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0287604
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt08123515
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0442579
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt04258
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0438321
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt08413022
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01903
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0287604
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt08123515
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN MORRISON
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0420714325
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RSM US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0227 WEST FIRST STREET SUITE 700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DULUTH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055802
ReturnHeader/PreparerPersonGrp/PhoneNum02187275025
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JULIE BOYER
ReturnHeader/ReturnTs02023-11-13T10:32:49-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOHN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MORRISON
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$163,954
Liabilities
$0
Net assets
$163,954
Revenue
$2,822
Expenses
$3,341
Net income
-$519
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