Civic Intelligence

James M Duncan Jr Library Foundation Inc.

990 • Fiscal year 2016 • EIN 20-0571693

Jan 01, 2016 to Dec 31, 2016 • Filed on Feb 07, 2017

Organization ProfileN/A
5005 Duke StreetAlexandria, VA 22304

(703) 746-1701

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

14th percentile

0.00x

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

9th percentile

-36%

Higher net margin than 9% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

46th percentile

0.3%

Faster asset growth than 46% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

3rd percentile

-66%

Faster revenue growth than 3% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$1,296,826

Up $4,166 (+0.3%) from 2015

Net Assets

Up

$1,296,826

Up $4,166 (+0.3%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin9th percentile

Revenue

Down

$41,985

Down $81,717 (-66%) from 2015

Expenses

Up

$57,309

Up $48,547 (+554%) from 2015

Net Income

Down

-$15,324

Down $130,264 (-113%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,154,269Liabilities 2011: $0Net Assets 2011: $1,154,2692011Assets 2012: $1,210,750Liabilities 2012: $0Net Assets 2012: $1,210,7502012Assets 2013: $1,285,122Liabilities 2013: $0Net Assets 2013: $1,285,1222013Assets 2014: $1,293,598Liabilities 2014: $0Net Assets 2014: $1,293,5982014Assets 2015: $1,292,660Liabilities 2015: $0Net Assets 2015: $1,292,6602015Assets 2016: $1,296,826Liabilities 2016: $0Net Assets 2016: $1,296,8262016Assets 2017: $1,391,195Liabilities 2017: $0Net Assets 2017: $1,391,1952017Assets 2018: $1,276,682Liabilities 2018: $0Net Assets 2018: $1,276,6822018Assets 2019: $1,500,959Liabilities 2019: $0Net Assets 2019: $1,500,9592019Assets 2020: $1,680,021Liabilities 2020: $0Net Assets 2020: $1,680,0212020Assets 2021: $1,844,523Liabilities 2021: $0Net Assets 2021: $1,844,5232021Assets 2022: $1,498,706Liabilities 2022: $0Net Assets 2022: $1,498,7062022Assets 2023: $1,696,676Liabilities 2023: $0Net Assets 2023: $1,696,6762023Assets 2024: $1,876,668Liabilities 2024: $0Net Assets 2024: $1,876,6682024

Highlighted filing

2016

Assets$1,296,826
Liabilities$0
Net Assets$1,296,826
Open 2016 Filing

Operations Trend

Revenue Growth3rd percentile

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

$150K$100K$50K$0-$50KExpenses 2011: $37,4432011Expenses 2012: $41,4752012Revenue 2013: $96,632Expenses 2013: $34,696Net Income 2013: $61,9362013Revenue 2014: $100,906Expenses 2014: $35,562Net Income 2014: $65,3442014Revenue 2015: $123,702Expenses 2015: $8,762Net Income 2015: $114,9402015Revenue 2016: $41,985Expenses 2016: $57,309Net Income 2016: -$15,3242016Revenue 2017: $84,860Expenses 2017: $72,277Net Income 2017: $12,5832017Revenue 2018: $53,953Expenses 2018: $38,885Net Income 2018: $15,0682018Revenue 2019: $69,505Expenses 2019: $41,817Net Income 2019: $27,6882019Revenue 2020: $98,800Expenses 2020: $26,206Net Income 2020: $72,5942020Revenue 2021: $62,697Expenses 2021: $30,342Net Income 2021: $32,3552021Revenue 2022: $59,314Expenses 2022: $43,034Net Income 2022: $16,2802022Revenue 2023: $22,344Expenses 2023: $31,906Net Income 2023: -$9,5622023Revenue 2024: $47,849Expenses 2024: $24,419Net Income 2024: $23,4302024

Highlighted filing

2016

Revenue$41,985
Expenses$57,309
Net Income-$15,324
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Feb 7, 2017
Return Version
2016v3.0
Gross Receipts
$344,846
Mission and Program Overview

Mission

The Foundation is to provide the Alexandria Library with a broad range of educational benefits including programs, equipment and books.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,292,660$1,296,826▲ $4,166
Total Assets$1,292,660$1,296,826▲ $4,166
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$1,292,660$1,296,826▲ $4,166
Total Net Assets Fund Balance$1,292,660$1,296,826▲ $4,166
Total Liabilities and Net Assets / Fund Balance$1,292,660$1,296,826▲ $4,166
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Kathleen SchloederChair
Oscar FitzgeraldVice Chair
Frank Fannon IVBoard Member
William Brierre JrBoard Member
Willie Bailey SrBoard Member
Gwendolyn Day-FullerSecretary
Helen DesfossesTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$41,985
Other Revenue
$0
Change in Net Assets
$-15,324
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$50,257
Other Expenses$7,052
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$50,257--$50,257
Fees for Service Investment Mgmnt Fees-$7,052-$7,052
Total Functional Expenses$50,257$7,052$0$57,309
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Alexandria LibraryAlexandria, VA170(b)(1)(A)(v)Supporting organization$50,257
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
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
No
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

“Committee meetings are not currently documented by way of minutes. They are mentioned at board meetings, and significant discussions are mentioned there.”

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

“The organization does not provide a copy of the federal Form 990 before it is filed. The board is provided a copy after the filing.”

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

“From time to time, the Foundation shall take reasonable steps to assure that each director, officer and member of a committee with governing board delegated powers had: received a copy of the conflict of interest policy, has read and understands the policy, has agreed to comply with the policy, and understands the Foundation is charitable and in order to maintain its federal tax exemption it must engage primarily in activities which accomplish one or more of its tax exempt purposes.”

Form 990, Part VI, Section C, line 19

“The organization's governing documents are made available upon request.”

Filing and Contact Details

Filer

Filer Name
The James M Duncan Jr Library
EIN
20-0571693
Phone
7037461701
Address
5005 Duke Street, Alexandria, VA 22304

Signing Officer

Name
Kathleen Schloeder
Title
Chairperson
Phone
7037461701
Signed
2017-02-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kathleen Schloeder
Formed
2003
Legal Domicile
Va
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
7

Preparer

Firm
Kositzka Wicks and Company
Address
5270 Shawnee Road Suite 250, Alexandria, VA 22312
Preparer
Shannon Blevins CPA
Phone
7036422700
Raw XML Appendix368 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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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0The Foundation's board approves programs to fund and the Library submits expense reimbursement requests for those approved programs. The Foundation maintains spreadsheets to monitor the expenditures made against each grant to the Library.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 2:
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Committee meetings are not currently documented by way of minutes. They are mentioned at board meetings, and significant discussions are mentioned there.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The organization does not provide a copy of the federal Form 990 before it is filed. The board is provided a copy after the filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2From time to time, the Foundation shall take reasonable steps to assure that each director, officer and member of a committee with governing board delegated powers had: received a copy of the conflict of interest policy, has read and understands the policy, has agreed to comply with the policy, and understands the Foundation is charitable and in order to maintain its federal tax exemption it must engage primarily in activities which accomplish one or more of its tax exempt purposes.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The organization's governing documents are made available upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, line 19
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IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt050257
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0Cash award
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0Alexandria Library
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01292660
IRS990/TotalAssetsEOYAmt01296826
IRS990/TotalAssetsGrp/BOYAmt01292660
IRS990/TotalAssetsGrp/EOYAmt01296826
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt07052
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt050257
IRS990/TotalFunctionalExpensesGrp/TotalAmt057309
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01292660
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01296826
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt050257
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt041985
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt041985
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt07
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01292660
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01296826
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt01292660
IRS990/UnrestrictedNetAssetsGrp/EOYAmt01296826
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt05005 Duke Street
IRS990/USAddress/CityNm0Alexandria
IRS990/USAddress/StateAbbreviationCd0VA
IRS990/USAddress/ZIPCd022304
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Kathleen Schloeder
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chairperson
ReturnHeader/BusinessOfficerGrp/PhoneNum07037461701
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-02-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The James M Duncan Jr Library
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0JAME
ReturnHeader/Filer/EIN0200571693
ReturnHeader/Filer/PhoneNum07037461701
ReturnHeader/Filer/USAddress/AddressLine1Txt05005 Duke Street
ReturnHeader/Filer/USAddress/CityNm0Alexandria
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd022304
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId02C471B301AF4F5B9ED3EF4ED520BE7FC937A4A4A
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0F614BD01473464C519E9B2C4EC7937AD501EFF9B
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.88.174.3
ReturnHeader/FilingSecurityInformation/IPDt02017-02-07
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm013:21:55
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0541342298
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Kositzka Wicks and Company
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05270 Shawnee Road Suite 250
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Alexandria
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd022312
ReturnHeader/PreparerPersonGrp/PhoneNum07036422700
ReturnHeader/PreparerPersonGrp/PreparationDt02017-02-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Shannon Blevins CPA
ReturnHeader/ReturnTs02017-04-18T09:56:58-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,296,826
Liabilities
$0
Net assets
$1,296,826
Revenue
$41,985
Expenses
$57,309
Net income
-$15,324
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.05$0.02$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.70$0.00$1.70$0.02$0.03$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.06$0.04$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$0.06$0.03$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.10$0.03$0.07
2019Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.07$0.04$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.05$0.04$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.08$0.07$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.04$0.06$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.12$0.01$0.11
2014Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.10$0.04$0.07
2013Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.10$0.03$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.21$0.00$1.21$0.04
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.15$0.00$1.15$0.04