Civic Intelligence

Murdy Foundation

990PF • Fiscal year 2023 • EIN 95-6082270

Jan 01, 2023 to Dec 31, 2023 • Filed on May 07, 2024

Organization Profile
10091 Cowan HeightsSanta Ana, CA 92705

(714) 730-4974

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

77th percentile

25%

Higher net margin than 77% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

51st percentile

2.9%

Faster asset growth than 51% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

95th percentile

280%

Faster revenue growth than 95% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$2,530,054

Up $71,005 (+2.9%) from 2022

Net Assets

Up

$2,530,054

Up $71,005 (+2.9%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin77th percentile

Revenue

Up

$280,443

Up $206,584 (+280%) from 2022

Expenses

Down

$209,438

Down $540 (-0.3%) from 2022

Net Income

Up

$71,005

Up $207,124 (+152%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $2,152,876Liabilities 2011: $0Net Assets 2011: $2,152,8762011Assets 2012: $2,267,814Liabilities 2012: $12012Assets 2013: $2,276,317Liabilities 2013: $0Net Assets 2013: $2,276,3172013Assets 2014: $3,284,754Liabilities 2014: $0Net Assets 2014: $3,284,7542014Assets 2015: $3,216,999Liabilities 2015: $0Net Assets 2015: $3,216,9992015Assets 2016: $2,951,414Liabilities 2016: $0Net Assets 2016: $2,951,4142016Assets 2017: $2,916,464Liabilities 2017: $0Net Assets 2017: $2,916,4642017Assets 2018: $2,792,124Liabilities 2018: $0Net Assets 2018: $2,792,1242018Assets 2019: $2,702,491Liabilities 2019: $0Net Assets 2019: $2,702,4912019Assets 2020: $2,674,909Liabilities 2020: $0Net Assets 2020: $2,674,9092020Assets 2021: $2,595,168Liabilities 2021: $0Net Assets 2021: $2,595,1682021Assets 2022: $2,459,049Liabilities 2022: $0Net Assets 2022: $2,459,0492022Assets 2023: $2,530,054Liabilities 2023: $0Net Assets 2023: $2,530,0542023Assets 2024: $3,563,232Liabilities 2024: $0Net Assets 2024: $3,563,2322024

Highlighted filing

2023

Assets$2,530,054
Liabilities$0
Net Assets$2,530,054
Open 2023 Filing

Operations Trend

Revenue Growth95th percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2011: $164,2062011Revenue 2012: $281,555Expenses 2012: $166,617Net Income 2012: $114,9382012Revenue 2013: $179,985Expenses 2013: $171,482Net Income 2013: $8,5032013Revenue 2014: $1,176,565Expenses 2014: $168,128Net Income 2014: $1,008,4372014Revenue 2015: $146,588Expenses 2015: $214,343Net Income 2015: -$67,7552015Revenue 2016: -$58,919Expenses 2016: $206,666Net Income 2016: -$265,5852016Revenue 2017: $162,978Expenses 2017: $197,928Net Income 2017: -$34,9502017Revenue 2018: $90,720Expenses 2018: $215,060Net Income 2018: -$124,3402018Revenue 2019: $109,642Expenses 2019: $199,275Net Income 2019: -$89,6332019Revenue 2020: $180,872Expenses 2020: $208,454Net Income 2020: -$27,5822020Revenue 2021: $142,530Expenses 2021: $222,271Net Income 2021: -$79,7412021Revenue 2022: $73,859Expenses 2022: $209,978Net Income 2022: -$136,1192022Revenue 2023: $280,443Expenses 2023: $209,438Net Income 2023: $71,0052023Revenue 2024: $1,264,433Expenses 2024: $231,255Net Income 2024: $1,033,1782024

Highlighted filing

2023

Revenue$280,443
Expenses$209,438
Net Income$71,005
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 7, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NORMA PATTONPresident-$0--
JANETTE TROTTER DITKOWSKYTreasurer-$0--
GEORGE TROTTER IIISecretary-$0--
Filing and Contact Details

Filer

Filer Name
Murdy Foundation
EIN
95-6082270
Phone
7147304974
Address
10091 COWAN HEIGHTS, SANTA ANA, CA 92705

Signing Officer

Name
Janette Trotter Ditkowsky
Title
Treasurer
Phone
7147304974
Signed
2024-05-07
Discuss with paid preparer
Yes

Preparer

Firm
Eide Bailly Llp
Address
17501 17TH ST STE 100, TUSTIN, CA 92780-7924
Preparer
Tracy H Dang CPA
Phone
7145059000
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9916055
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10019967
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10140860
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10214144
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10432442
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10529524
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10619932
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10734933
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10813944
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10936901
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11046128
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1111591
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11214267
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11328607
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11434615
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11526020
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1161395
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1174430
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1181392
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11918740
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12019229
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12120335
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12217086
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12313637
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12416530
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm01,000 ALPHABET INC CL C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1600 AMAZON COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2300 AMGEN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3200 APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4300 COSTCO CORP NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5500 CROWN CASTLE INTL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6700 EDWARD LIFESCIENCES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7200 HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8200 INTUITIVE SURGICAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9400 JPMORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10173 LOWES COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11500 MASTERCARD INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12100 MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13150 SALESFORCE.COM INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14700 VISA INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1541 BANK AMER 7.2500 SERS L
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1641 WELLS FARGO 7.5 NON-CUM CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17257 ALLSTATE CORP 5.100 H
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18143 AMERICAN INTERNATIONAL 5.85%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19142 ARCH CAP GROUP LTD 5.45%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20253 ARCH CAP GROUP 4.550%SERG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21154 AT&T INC 4.75
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22116 AT&T 5.00%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23175 BANK OF AMER CORP 5.375%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24166 BANK OF AMERICA CO 5.00 SER LL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25205 BANK OF AMERICA COR 4.375%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26197 BANK OF AMERICA CORP 4.25% CC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27223 CAPITAL ONE FINANCIAL 4.80%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28203 CAPITAL ONE FINANCIAL 5%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2959 CITIZENS FIN GROUP 6.35%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30193 CITIZENS FINL GRP INC 5.00%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3150 CMS ENERGY CORP 4.20%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32112 DIGITAL REALTY TRST 5.850
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3365 DIGITAL RLTY TST INC 5.20%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34111 DUKE ENERGY CORP 5.75%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35101 EQUITABLE HOLDINGS 4.30%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36253 FIFTH THIRD BANCORP 4.95%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3750 FIRST HORIZON CORP 4.70%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38208 GOLDMAN SACHS GRP INC 6.375%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39184 HUNTINGTON BANCSHAR 4.5%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40100 JPMORGAN CHASE & 4.20%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41171 JPMORGAN CHASE & 4.625%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4276 JPMORGAN CHASE & CO 5.75
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4392 JPMORGAN CHASE & CO 6.00%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4494 JPMORGAN CHASE AND CO DP REP P
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45143 KEYCORP 5.625%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46120 KEYCORP 5.65%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47188 KEYCORP 6.125%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48124 KEYCORP 6.2%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4972 M&T BX CORP FIX TO FLT PFD H
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50210 METLIFE INC. 4.75%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51104 MORGAN STANLEY 4.250%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5294 MORGAN STANLEY 4.875% SER L
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53189 MORGAN STANLEY 5.85%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5445 MORGAN STANLEY 6.5%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55139 MORGAN STANLEY 6.875%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56284 MORGAN STANLEY 7.125%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5775 NEW YORK CMNTY BC INC SER A

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Filings

Displayed year

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

Open filing
Assets
$2,530,054
Liabilities
$0
Net assets
$2,530,054
Revenue
$280,443
Expenses
$209,438
Net income
$71,005
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.56$0.00$3.56$1.26$0.23$1.03
2023Detailed filing. Detailed filing data is available for this year.$2.53$0.00$2.53$0.28$0.21$0.07
2022Detailed filing. Detailed filing data is available for this year.$2.46$0.00$2.46$0.07$0.21$0.14
2021Detailed filing. Detailed filing data is available for this year.$2.60$0.00$2.60$0.14$0.22$0.08
2020Detailed filing. Detailed filing data is available for this year.$2.67$0.00$2.67$0.18$0.21$0.03
2019Detailed filing. Detailed filing data is available for this year.$2.70$0.00$2.70$0.11$0.20$0.09
2018Detailed filing. Detailed filing data is available for this year.$2.79$0.00$2.79$0.09$0.22$0.12
2017Detailed filing. Detailed filing data is available for this year.$2.92$0.00$2.92$0.16$0.20$0.03
2016Detailed filing. Detailed filing data is available for this year.$2.95$0.00$2.95$0.06$0.21$0.27
2015Detailed filing. Detailed filing data is available for this year.$3.22$0.00$3.22$0.15$0.21$0.07
2014Detailed filing. Detailed filing data is available for this year.$3.28$0.00$3.28$1.18$0.17$1.01
2013Detailed filing. Detailed filing data is available for this year.$2.28$0.00$2.28$0.18$0.17$0.01
2012Summary only. Only limited summary data is available for this year.$2.27$0.00$0.28$0.17$0.11
2011Detailed filing. Detailed filing data is available for this year.$2.15$0.00$2.15$0.16