Civic Intelligence

William E Morris Institute for Justice

EIN 86-0817170 • 501(c)3 • Phoenix, AZ

Profile

The Institute provides training and technical assistance for legal aid programs, community based organizations, and low income clients. The Institute litigates and advocates on behalf of low income persons.

3707 N 7th StreetPhoenix, AZ 85014
Siviq Scores

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

Liabilities / Assets

87th percentile

0.52x

Higher debt load relative to assets than 87% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

84th percentile

0.38x

Higher debt load relative to revenue than 84% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

57th percentile

7.7%

Higher net margin than 57% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

90th percentile

$119,300

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 23.0% of source-year revenue.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

87th percentile

48%

Faster asset growth than 87% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

77th percentile

37%

Faster revenue growth than 77% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Up

$380,638

Up $123,824 (+48%) from 2023

Liabilities

Up

$198,235

Up $83,700 (+73%) from 2023

Net Assets

Up

$182,403

Up $40,124 (+28%) from 2023

Revenue

Up

$517,862

Up $140,409 (+37%) from 2023

Expenses

Down

$477,738

Down $34,745 (-6.8%) from 2023

Net Income

Up

$40,124

Up $175,154 (+130%) from 2023

Trend Graphs

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2010: $305,500Liabilities 2010: $9,0082010Assets 2011: $217,167Liabilities 2011: $10,7042011Assets 2012: $170,552Liabilities 2012: $10,6652012Assets 2013: $137,048Liabilities 2013: $8,5372013Assets 2014: $197,762Liabilities 2014: $6,766Net Assets 2014: $190,9962014Assets 2015: $240,253Liabilities 2015: $10,261Net Assets 2015: $229,9922015Assets 2016: $255,919Liabilities 2016: $15,497Net Assets 2016: $240,4222016Assets 2017: $389,867Liabilities 2017: $25,430Net Assets 2017: $364,4372017Assets 2018: $455,566Liabilities 2018: $19,470Net Assets 2018: $436,0962018Assets 2019: $526,735Liabilities 2019: $23,989Net Assets 2019: $502,7462019Assets 2020: $574,852Liabilities 2020: $35,883Net Assets 2020: $538,9692020Assets 2021: $477,362Liabilities 2021: $48,415Net Assets 2021: $428,9472021Assets 2022: $388,997Liabilities 2022: $111,688Net Assets 2022: $277,3092022Assets 2023: $256,814Liabilities 2023: $114,535Net Assets 2023: $142,2792023Assets 2024: $380,638Liabilities 2024: $198,235Net Assets 2024: $182,4032024

Highlighted filing

2024

Assets$380,638
Liabilities$198,235
Net Assets$182,403

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2010: $165,119Expenses 2010: $166,447Net Income 2010: -$1,3282010Revenue 2011: $118,123Expenses 2011: $208,152Net Income 2011: -$90,0292011Revenue 2012: $117,966Expenses 2012: $164,542Net Income 2012: -$46,5762012Revenue 2013: $123,872Expenses 2013: $155,248Net Income 2013: -$31,3762013Revenue 2014: $224,604Expenses 2014: $162,119Net Income 2014: $62,4852014Revenue 2015: $206,667Expenses 2015: $167,671Net Income 2015: $38,9962015Revenue 2016: $185,213Expenses 2016: $174,783Net Income 2016: $10,4302016Revenue 2017: $346,819Expenses 2017: $222,804Net Income 2017: $124,0152017Revenue 2018: $326,121Expenses 2018: $254,462Net Income 2018: $71,6592018Revenue 2019: $409,320Expenses 2019: $351,620Net Income 2019: $57,7002019Revenue 2020: $410,664Expenses 2020: $374,441Net Income 2020: $36,2232020Revenue 2021: $312,624Expenses 2021: $422,646Net Income 2021: -$110,0222021Revenue 2022: $319,375Expenses 2022: $471,013Net Income 2022: -$151,6382022Revenue 2023: $377,453Expenses 2023: $512,483Net Income 2023: -$135,0302023Revenue 2024: $517,862Expenses 2024: $477,738Net Income 2024: $40,1242024

Highlighted filing

2024

Revenue$517,862
Expenses$477,738
Net Income$40,124

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.81$1.98$1.82$5.18$4.78$0.40
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.57$1.15$1.42$3.77$5.12$1.35
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.89$1.12$2.77$3.19$4.71$1.52
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.77$0.48$4.29$3.13$4.23$1.10
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.75$0.36$5.39$4.11$3.74$0.36
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.27$0.24$5.03$4.09$3.52$0.58
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.56$0.19$4.36$3.26$2.54$0.72
2017Summary only. Only limited summary data is available for this year.$3.90$0.25$3.64$3.47$2.23$1.24
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.56$0.15$2.40$1.85$1.75$0.10
2015Summary only. Only limited summary data is available for this year.$2.40$0.10$2.30$2.07$1.68$0.39
2014Summary only. Only limited summary data is available for this year.$1.98$0.07$1.91$2.25$1.62$0.62
2013Summary only. Only limited summary data is available for this year.$1.37$0.09$1.24$1.55$0.31
2012Summary only. Only limited summary data is available for this year.$1.71$0.11$1.18$1.65$0.47
2011Summary only. Only limited summary data is available for this year.$2.17$0.11$1.18$2.08$0.90
2010Summary only. Only limited summary data is available for this year.$3.06$0.09$1.65$1.66$0.01
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2019 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 9, 2020
Return Version
2019v5.1
Gross Receipts
$409,320
Mission and Program Overview

Mission

The William E. Morris Institute for Justice advocates on behalf of low income Arizonans in historically marginalized communities, protecting their most basic civil and human rights.

The Institute is dedicated to protecting the rights of low-income Arizonans through litigation, advocacy, and the provision of technical assistance, training, and support for legal aid programs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$294,333$354,948▲ $60,615
Savings and Temporary Cash Investments$155,695$155,820▲ $125
Pledges and Grants Receivable-$9,100-
Prepaid Expenses and Deferred Charges$3,140$3,263▲ $123
Land, Buildings, and Equipment, Net$1,784$2,990▲ $1,206
Total Assets$455,566$526,735▲ $71,169
Other Assets Total$614$614→ $0
Liabilities
Accounts Payable and Accrued Expenses$19,470$23,989▲ $4,519
Total Liabilities$19,470$23,989▲ $4,519
Net Assets / Fund Balance
Total Net Assets Fund Balance$436,096$502,746▲ $66,650
Total Liabilities and Net Assets / Fund Balance$455,566$526,735▲ $71,169

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$2,990$5,047$8,037
Buildings$0--
Other Land Buildings$0--
Land$0--
Leasehold Improvements$0--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019----$0
2018----$0
2017----$0
2016----$0
2015----$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ellen KatzLitigation DirectorFT$113,496$9,688$123,184

Board Members and Trustees

NameTitle
Milton W WagnerDirector, President
Barbara AtwoodDirector
C Benson HuffordDirector
Eric N DahlstromDirector
Josh BendorDirector
Leslie NixonDirector
Mary Jo O'NeillDirector
Randy McDonaldDirector
Ronda Beckerleg-ThraenDirector
Veronika FabianDirector
Jared SuttonDirector, Secretary
Gordon LewisDirector, Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$401,195
Program Service Revenue
$8,000
Investment Income
$125
Other Revenue
$0
All Other Contributions
$401,195
Change in Net Assets
$57,700

Audited Revenue Reconciliation

Revenue per Audited Statements
$0
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Form 990
$0
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$289,434
Other Expenses$62,186
Total Fundraising Expense$2,018
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$121,853$13,608$619$136,080
Current Officers, Directors, Trustees, and Key Employees$101,630$11,350$516$113,496
Other Employee Benefits$18,099$2,021$91$20,211
Fees for Services Lobbying$19,992--$19,992
Payroll Taxes$17,594$1,965$88$19,647
Occupancy$14,842$1,649-$16,491
Office Expenses$7,210$801-$8,011
Fees for Services Accounting-$4,400-$4,400
Insurance$3,915$435-$4,350
Information Technology$3,067$341-$3,408
Depreciation Depletion-$1,051-$1,051
Conferences and Meetings$45$187$704$936
Other Expenses$465$52-$517
Total Functional Expenses$311,439$38,163$2,018$351,620

Audited Expense Reconciliation

Line ItemAmount
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Expenses per Audited Statements$0
Total Expenses per Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8B

The Institute does not have committees apart from the full Board of Directors.

Form 990, Part VI, Section B, Line 11B

The 990 is reviewed by the Litigation Director and Board Treasurer and then distributed to the full Board prior to filing.

Form 990, Part VI, Section B, Line 12C

All employees and Board members are subject to the Conflict of Interest Policy of the Institute which is included in the Bylaws of the Institute. Board members have responsibility to report any conflicts that arise. If there is a conflict of interest, the Board member is recused from the discussion and Board vote.

Form 990, Part VI, Section B, Line 15A

The Board of Directors reviews compensation annually for the Litigation Director and makes adjustments as deemed appropriate.

Form 990, Part VI, Section C, Line 19

All governing documents, conflict of interest policy, and financial statements are made available upon request at the office of the Institute.

Filing and Contact Details

Filer

Filer Name
William E Morris Institute for Justice
EIN
86-0817170
Phone
6022523432
Address
3707 N 7th Street, Phoenix, AZ 85014

Signing Officer

Name
Gordon Lewis
Title
Treasurer
Signed
2020-11-09

Organization Details

Formed
1996
Legal Domicile
Az
Voting Board Members
12
Independent Board Members
12
Employees
5
Volunteers
13

Preparer

Firm
Stevenson CPA LLC
Address
1613 E Montebello Ave, Phoenix, AZ 85016
Preparer
Lisa Stevenson
Phone
6023199243
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 8

Prior period adjustment to restate revenue and properly record a contribution receivable for an annual recurring contribution in varying amounts.

Raw XML AppendixShowing 400 of 530 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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IRS990/Form990PartVIISectionAGrp/TitleTxt0Litigation Director
IRS990/Form990PartVIISectionAGrp/TitleTxt1Director, Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director, Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director, President
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