Civic Intelligence

New Covenant Foundation Inc.

990PF • Fiscal year 2018 • EIN 20-1986617

Jan 01, 2018 to Dec 31, 2018 • Filed on Aug 15, 2019

Foundation Source 501 Silverside RdWilmington, DE 19809-1377

(800) 839-1754

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

77th percentile

23%

Higher net margin than 77% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

56th percentile

$48,000

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 12.3% of source-year revenue.

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

66th percentile

5.1%

Faster asset growth than 66% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

97th percentile

347%

Faster revenue growth than 97% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Assets

Up

$1,869,995

Up $90,738 (+5.1%) from 2017

Net Assets

Up

$1,869,995

Up $90,738 (+5.1%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$389,346

Up $302,155 (+347%) from 2017

Expenses

Down

$298,608

Down $141,417 (-32%) from 2017

Net Income

Up

$90,738

Up $443,572 (+126%) from 2017

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,889,972Liabilities 2011: $02011Assets 2012: $2,621,496Liabilities 2012: $02012Assets 2013: $2,549,108Liabilities 2013: $02013Assets 2014: $2,534,888Liabilities 2014: $02014Assets 2015: $2,366,920Liabilities 2015: $02015Assets 2016: $2,132,900Liabilities 2016: $809Net Assets 2016: $2,132,0912016Assets 2017: $1,779,257Liabilities 2017: $0Net Assets 2017: $1,779,2572017Assets 2018: $1,869,995Liabilities 2018: $0Net Assets 2018: $1,869,9952018Assets 2019: $1,733,749Liabilities 2019: $02019Assets 2020: $1,501,060Liabilities 2020: $0Net Assets 2020: $1,501,0602020Assets 2021: $1,510,716Liabilities 2021: $0Net Assets 2021: $1,510,7162021Assets 2022: $1,368,906Liabilities 2022: $0Net Assets 2022: $1,368,9062022Assets 2023: $1,328,528Liabilities 2023: $0Net Assets 2023: $1,328,5282023Assets 2024: $1,128,115Liabilities 2024: $0Net Assets 2024: $1,128,1152024

Highlighted filing

2018

Assets$1,869,995
Liabilities$0
Net Assets$1,869,995

Operations Trend

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

$600K$400K$200K$0-$200K-$400KRevenue 2011: $192,790Expenses 2011: $360,758Net Income 2011: -$167,9682011Revenue 2012: $150,772Expenses 2012: $419,248Net Income 2012: -$268,4762012Revenue 2013: $221,771Expenses 2013: $294,159Net Income 2013: -$72,3882013Revenue 2014: $197,873Expenses 2014: $212,093Net Income 2014: -$14,2202014Revenue 2015: $221,877Expenses 2015: $389,845Net Income 2015: -$167,9682015Revenue 2016: $92,005Expenses 2016: $326,834Net Income 2016: -$234,8292016Revenue 2017: $87,191Expenses 2017: $440,025Net Income 2017: -$352,8342017Revenue 2018: $389,346Expenses 2018: $298,608Net Income 2018: $90,7382018Revenue 2019: $134,322Expenses 2019: $270,568Net Income 2019: -$136,2462019Revenue 2020: -$6,568Expenses 2020: $226,121Net Income 2020: -$232,6892020Revenue 2021: $206,322Expenses 2021: $196,666Net Income 2021: $9,6562021Revenue 2022: $98,557Expenses 2022: $240,367Net Income 2022: -$141,8102022Revenue 2023: $150,621Expenses 2023: $190,999Net Income 2023: -$40,3782023Revenue 2024: $198,024Expenses 2024: $398,437Net Income 2024: -$200,4132024

Highlighted filing

2018

Revenue$389,346
Expenses$298,608
Net Income$90,738
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Aug 15, 2019
Return Version
2018v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Patricia M MorellTreas, DirectorPT$48,000-$48,000
Allen N MorellPres, DirectorPT$12,000-$12,000
Roy K MorellVP-$0--
Filing and Contact Details

Filer

Filer Name
New Covenant Foundation Inc
EIN
20-1986617
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
Allen N Morell
Title
President
Phone
8008391754
Signed
2019-08-15
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
One Hollow Ln Ste 212, Lake Success, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44FORTIVE CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45FREEPORT-MCMORAN COPPER & GOLD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46GENUINE PARTS COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47GILEAD SCIENCES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48HARTFORD FINANCIALSERVICES GRO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49HEALTH CARE PPTY INVS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50HONEYWELL INTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51HSBC HOLDINGS PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52HUMANA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53INTEL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54ISHARES S&P 500 VALUE INDEX FU
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56JOHNSON CONTROLS INTERNATIONAL
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58KAR AUCTION SERVICES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59KIMBERLY CLARK CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60LABORATORY CORP AMER HLDGS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61LENNAR CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62LOCKHEED MARTIN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63LOWES COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64MARATHON OIL CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65MARATHON PETROLEUM CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66MASTERCARD INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67MCKESSON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68MERCK & CO INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70NETAPP, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71NEXTERA ENERGY, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72NORFOLK SOUTHERN CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74NOVO NORDISK A S
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75O'REILLY AUTOMOTIVE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76PACKAGING CORP AMER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78PHILIP MORRIS INTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79RAYTHEON CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80REGIONS FINANCIAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81ROYAL DUTCH SHEL PLC SPONS ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82SIEMENS AG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83SPDR S&P 500 ETF TRUST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84SUNCOR ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85SUNTRUST BKS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86SX5E LIRN RBC 10/25/2019
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87TAIWAN SEMICONDUCTOR MFG CO LT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88TAKE-TWO INTERACTIVE SOFTWARE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89THE JM SMUCKER COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90TRAVELERS COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91UNILEVER N V N Y
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92UNITED TECHNOLOGIES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93UNITEDHEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94URBAN OUTFITTERS, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95US BANCORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96VIVINT SOLAR, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97WAL-MART STORES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98WALGREENS BOOTS ALLIANCE
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101ZOETIS INC
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt035330
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0352943
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt01004
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0CLASS ACTION LAWSUIT PROCEEDS
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt069
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd001
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0389346
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0389346
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0353063
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt060000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt060000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0150840
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0150840
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt035330
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt035330
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt090738
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02193698
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt01004
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt01004
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0352943
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0362300
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt014633
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0228
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt014861
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt069
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt069
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt026698
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt026698
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt05429
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt05429
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0240
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01840
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0269842
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt027166
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0298608
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0389466
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0389346
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0119002
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt027166
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0147768
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt038940
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt038940
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt01840635
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0353063
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0353063
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt02193698
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Publicly-traded Securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0353063
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt090738
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01869995
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01779257
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01869995
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt098530
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt098530
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt098530
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0102153
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt03623
IRS990PF/DistributableAmountGrp/TotalTaxAmt03623
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02358
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt01265
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt03623
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt03623
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt03623
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt03623
IRS990PF/FMVAssetsEOYAmt01784582
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01561203
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01716888
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01631475
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt01779257
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt01869995
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0218054
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0153107
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0153107
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01779257
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01869995
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01784582
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01779257
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01869995
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01779257
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01869995
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02074163
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0171631

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.20$0.40$0.20
2023Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.15$0.19$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.10$0.24$0.14
2021Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.21$0.20$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.01$0.23$0.23
2019Summary only. Only limited summary data is available for this year.$1.73$0.00$0.13$0.27$0.14
2018Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$0.39$0.30$0.09
2017Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$0.09$0.44$0.35
2016Detailed filing. Detailed filing data is available for this year.$2.13$0.00$2.13$0.09$0.33$0.23
2015Summary only. Only limited summary data is available for this year.$2.37$0.00$0.22$0.39$0.17
2014Summary only. Only limited summary data is available for this year.$2.53$0.00$0.20$0.21$0.01
2013Summary only. Only limited summary data is available for this year.$2.55$0.00$0.22$0.29$0.07
2012Summary only. Only limited summary data is available for this year.$2.62$0.00$0.15$0.42$0.27
2011Summary only. Only limited summary data is available for this year.$2.89$0.00$0.19$0.36$0.17