Civic Intelligence

The R Marshall & Irene S Jones Family Foundation

990PF • Fiscal year 2014 • EIN 16-1615542

Aug 01, 2013 to Jul 31, 2014 • Filed on Jun 11, 2015

470 Columbia Drive No 100-e33409

(561) 712-9799

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2014

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2014

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

6th percentile

-59%

Faster asset growth than 6% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

1st percentile

-100%

Faster revenue growth than 1% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2011 to 2014

Assets

Down

$37,622

Down $53,485 (-59%) from 2013

Net Assets

Down

$37,622

Down $53,485 (-59%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

$0

No earlier filing loaded for comparison.

Expenses

Up

$53,485

Up $52,448 (+5058%) from 2013

Net Income

-$53,485

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2011: $26,778Liabilities 2011: $02011Assets 2012: $17,893Liabilities 2012: $0Net Assets 2012: $17,8932012Assets 2013: $91,107Liabilities 2013: $0Net Assets 2013: $91,1072013Assets 2014: $37,622Liabilities 2014: $0Net Assets 2014: $37,6222014Assets 2015: $47,622Liabilities 2015: $0Net Assets 2015: $47,6222015Assets 2016: $61,962Liabilities 2016: $0Net Assets 2016: $61,9622016Assets 2017: $61,503Liabilities 2017: $0Net Assets 2017: $61,5032017Assets 2019: $38,101Liabilities 2019: $0Net Assets 2019: $38,1012019Assets 2020: $11,672Liabilities 2020: $0Net Assets 2020: $11,6722020Assets 2021: $77,787Liabilities 2021: $0Net Assets 2021: $77,7872021Assets 2022: $58,817Liabilities 2022: $0Net Assets 2022: $58,8172022Assets 2023: $50,103Liabilities 2023: $0Net Assets 2023: $50,1032023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2014

Assets$37,622
Liabilities$0
Net Assets$37,622

Operations Trend

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

$100K$50K$0-$50K-$100KRevenue 2011: $17,502Expenses 2011: $8,965Net Income 2011: $8,5372011Expenses 2012: $14,1852012Expenses 2013: $1,0372013Revenue 2014: $0Expenses 2014: $53,485Net Income 2014: -$53,4852014Revenue 2015: $12,500Expenses 2015: $2,500Net Income 2015: $10,0002015Revenue 2016: $44,850Expenses 2016: $30,510Net Income 2016: $14,3402016Revenue 2017: $53,111Expenses 2017: $53,570Net Income 2017: -$4592017Revenue 2019: $12,849Expenses 2019: $38,593Net Income 2019: -$25,7442019Revenue 2020: $12,204Expenses 2020: $38,633Net Income 2020: -$26,4292020Revenue 2021: $92,005Expenses 2021: $25,890Net Income 2021: $66,1152021Revenue 2022: $6,030Expenses 2022: $25,000Net Income 2022: -$18,9702022Revenue 2023: $996Expenses 2023: $9,710Net Income 2023: -$8,7142023Revenue 2024: $1,064Expenses 2024: $51,167Net Income 2024: -$50,1032024

Highlighted filing

2014

Revenue$0
Expenses$53,485
Net Income-$53,485
Jump To
Filing Snapshot
Filing Period
Aug 1, 2013 to Jul 31, 2014
Signed
Jun 11, 2015
Return Version
2013v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
R MARSHALL JONESTrustee-$0--
IRENE S JONESTrustee-$0--
Filing and Contact Details

Filer

EIN
16-1615542
Phone
5617129799

Signing Officer

Name
R Marshall Jones
Title
Trustee
Phone
5617129799
Signed
2015-06-11
Discuss with paid preparer
Yes

Preparer

Preparer
Thomas a Pence Jr
Phone
5618329292
Raw XML Appendix287 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/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt03120
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt03120
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt012726
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt07178
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt032479
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt036204
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt036204
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0102263
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt049880
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt012726
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt07178
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt032479
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt053000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt049880
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0138467
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt088587
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0R MARSHALL JONES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05617129799
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-06-11
ReturnHeader/Filer/BusinessName/BusinessNameLine10THE R MARSHALL & IRENE S JONES FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0RMAR
ReturnHeader/Filer/EIN0161615542
ReturnHeader/Filer/PhoneNum05617129799
ReturnHeader/Filer/USAddress/AddressLine10470 COLUMBIA DRIVE NO 100-E
ReturnHeader/Filer/USAddress/City0WEST PALM BEACH
ReturnHeader/Filer/USAddress/State0FL
ReturnHeader/Filer/USAddress/ZIPCode033409
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0592831281
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10CALER DONTEN LEVINE ET AL PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10505 SOUTH FLAGLER DR 900
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0WEST PALM BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0334015948
ReturnHeader/PreparerPersonGrp/PhoneNum05618329292
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS A PENCE JR
ReturnHeader/ReturnTs02015-06-11T13:40:37-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-08-01
ReturnHeader/TaxPeriodEndDt02014-07-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$1.06$51.2$50.1
2023Detailed filing. Detailed filing data is available for this year.$50.1$0.00$50.1$1.00$9.71$8.71
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$58.8$0.00$58.8$6.03$25.0$19.0
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$77.8$0.00$77.8$92.0$25.9$66.1
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.7$0.00$11.7$12.2$38.6$26.4
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$38.1$0.00$38.1$12.8$38.6$25.7
2017Detailed filing. Detailed filing data is available for this year.$61.5$0.00$61.5$53.1$53.6$0.46
2016Detailed filing. Detailed filing data is available for this year.$62.0$0.00$62.0$44.9$30.5$14.3
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$47.6$0.00$47.6$12.5$2.50$10.0
2014Detailed filing. Detailed filing data is available for this year.$37.6$0.00$37.6$0.00$53.5$53.5
2013Detailed filing. Detailed filing data is available for this year.$91.1$0.00$91.1$1.04
2012Detailed filing. Detailed filing data is available for this year.$17.9$0.00$17.9$14.2
2011Summary only. Only limited summary data is available for this year.$26.8$0.00$17.5$8.97$8.54