Civic Intelligence

June Morris & Frendt Family Foundation Fomerly Mitchell & June Morris Foundatio

990PF • Fiscal year 2017 • EIN 87-0529714

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 14, 2018

4277 Park Terrace DriveSalt Lake City, UT 84124

(801) 277-5101

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

88th percentile

46%

Higher net margin than 88% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

64th percentile

6.9%

Faster asset growth than 64% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

93rd percentile

164%

Faster revenue growth than 93% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Up

$4,265,343

Up $373,503 (+9.6%) from 2015

Net Assets

Up

$4,265,343

Up $373,504 (+9.6%) from 2015

Liabilities

Down

$0

Down $1 (-100%) from 2015

Revenue

Down

$729,541

Down $1,097,127 (-60%) from 2015

Expenses

Down

$393,510

Down $658,092 (-63%) from 2015

Net Income

Down

$336,031

Down $439,035 (-57%) from 2015

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2011: $872,768Liabilities 2011: $0Net Assets 2011: $872,7682011Assets 2012: $1,308,671Liabilities 2012: $0Net Assets 2012: $1,308,6712012Assets 2013: $3,042,834Liabilities 2013: $02013Assets 2014: $3,116,773Liabilities 2014: $12014Assets 2015: $3,891,840Liabilities 2015: $1Net Assets 2015: $3,891,8392015Assets 2017: $4,265,343Liabilities 2017: $0Net Assets 2017: $4,265,3432017Assets 2018: $4,384,801Liabilities 2018: $0Net Assets 2018: $4,384,8012018Assets 2019: $4,500,687Liabilities 2019: $12019Assets 2020: $5,002,974Liabilities 2020: $0Net Assets 2020: $5,002,9742020Assets 2021: $5,111,047Liabilities 2021: $0Net Assets 2021: $5,111,0472021Assets 2022: $2,497,523Liabilities 2022: $0Net Assets 2022: $2,497,5232022Assets 2023: $2,658,748Liabilities 2023: $12023

Highlighted filing

2017

Assets$4,265,343
Liabilities$0
Net Assets$4,265,343

Operations Trend

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

$4.0M$2.0M$0-$2.0M-$4.0MExpenses 2011: $22,5082011Expenses 2012: $37,0302012Revenue 2013: $3,599,707Expenses 2013: $1,865,544Net Income 2013: $1,734,1632013Revenue 2014: $257,380Expenses 2014: $183,441Net Income 2014: $73,9392014Revenue 2015: $1,826,668Expenses 2015: $1,051,602Net Income 2015: $775,0662015Revenue 2017: $729,541Expenses 2017: $393,510Net Income 2017: $336,0312017Revenue 2018: $430,253Expenses 2018: $311,989Net Income 2018: $118,2642018Revenue 2019: $530,064Expenses 2019: $592,771Net Income 2019: -$62,7072019Revenue 2020: $759,320Expenses 2020: $258,577Net Income 2020: $500,7432020Revenue 2021: $790,802Expenses 2021: $683,960Net Income 2021: $106,8422021Revenue 2022: $1,332,719Expenses 2022: $3,947,119Net Income 2022: -$2,614,4002022Revenue 2023: $142,665Expenses 2023: $301,502Net Income 2023: -$158,8372023

Highlighted filing

2017

Revenue$729,541
Expenses$393,510
Net Income$336,031
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 14, 2018
Return Version
2017v2.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JUNE MORRISTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Mitchell and June Morris Foundation
EIN
87-0529714
Phone
8012775101
Address
4277 PARK TERRACE DRIVE, SALT LAKE CITY, UT 84124

Signing Officer

Name
June Morris
Title
Trustee
Signed
2018-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Haynie and Company Cpas
Address
1785 West 2300 South, Salt Lake City, UT 84119-2065
Preparer
Richard E Siler CPA
Phone
8019724800
Raw XML Appendix379 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Advance Education, Income, and Health of children in local communities
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Childrens Cancer Research.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3MEDICAL RESEARCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4Educational Supplies and scholarship
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5ELDER CARE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6Education/Scholarship
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0LDS Church
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1United Way
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2Huntsman Cancer Institute
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3UNIVERSITY OF UTAH DEPT OF ORTHOPED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4Saint Sophia School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5WAIKOLOA ASSISTED LIVING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6Colorado College
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt050 East North Temple Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1257 East 200 South Suite 300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt22000 Circle of Hop Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3590 Wakara Way
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt45341 S Highland Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5905 WEST 400 SOUTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt614 East Cache La Poudre St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Salt Lake City
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Salt Lake City
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Salt Lake City
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3SLC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Salt Lake City
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5BOUNTIFUL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6Colorado Springs
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0UT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1UT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2UT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3UT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4UT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5UT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd084150
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd184111
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd284112
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd384108
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd484117
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd584010
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd680903
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0350000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0337107
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0337107
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0728770
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01443972
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02185635
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt012893
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0728770
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01443972
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0350000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt012893
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02185635
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02172742
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0G Mitchell Morris Living Trust
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0101 South 200 East Suite 700
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Salt Lake City
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0UT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd084111
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0431916
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Par Brown
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0160
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0160
MortgagesAndNotesPayableSch/NotePayableGrp/InterestRt03.0000
MortgagesAndNotesPayableSch/NotePayableGrp/LenderConsiderationDesc0None
MortgagesAndNotesPayableSch/NotePayableGrp/LenderNameGrp/PersonNm0Morris Investments
MortgagesAndNotesPayableSch/NotePayableGrp/LoanMaturityDt02017-06
MortgagesAndNotesPayableSch/NotePayableGrp/LoanOriginalAmt060000
MortgagesAndNotesPayableSch/NotePayableGrp/LoanPurposeTxt0Deposited in Wrong Account
MortgagesAndNotesPayableSch/NotePayableGrp/NoteDt02016-06
MortgagesAndNotesPayableSch/NotePayableGrp/RepaymentTermsTxt0On Demand
MortgagesAndNotesPayableSch/NotePayableGrp/SecurityProvidedBorrowerTxt0None
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Supplies
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt02162
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02162
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Nondividend Distributions
OtherIncomeSchedule2/OtherIncomeDetail/Desc1S Corp & Partnership Inc.
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt01904
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt115632
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01904
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt115632
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt030021
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Brokerage Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt030021
TaxesSchedule/TaxesDetail/Amt02000
TaxesSchedule/TaxesDetail/Amt11777
TaxesSchedule/TaxesDetail/CategoryTxt0Excise Tax
TaxesSchedule/TaxesDetail/CategoryTxt1Foreign Taxes on Dividends
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt02000
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt11777
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JUNE MORRIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MITCHELL AND JUNE MORRIS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MITC
ReturnHeader/Filer/EIN0870529714
ReturnHeader/Filer/PhoneNum08012775101
ReturnHeader/Filer/USAddress/AddressLine1Txt04277 PARK TERRACE DRIVE
ReturnHeader/Filer/USAddress/CityNm0SALT LAKE CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0UT
ReturnHeader/Filer/USAddress/ZIPCd084124
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0870325228
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HAYNIE AND COMPANY CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01785 West 2300 South
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Salt Lake City
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0841192065
ReturnHeader/PreparerPersonGrp/PhoneNum08019724800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Richard E Siler CPA
ReturnHeader/ReturnTs02018-11-14T12:44:32-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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