Civic Intelligence

Caroline Mccoy-Jones Private Foundation

990PF • Fiscal year 2017 • EIN 20-6839994

Jan 01, 2017 to Dec 31, 2017 • Filed on May 15, 2018

Organization Profile
9425 Tatton Park CircleRichmond, VA 23229

(804) 269-5795

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

20th percentile

-13%

Higher net margin than 20% of similar nonprofits.

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

Top Officer Pay

53rd percentile

$37,000

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 36.9% of source-year revenue.

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

Asset Growth

34th percentile

-1.0%

Faster asset growth than 34% of similar nonprofits.

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

Revenue Growth

95th percentile

228%

Faster revenue growth than 95% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$1,316,960

Down $13,200 (-1.0%) from 2016

Net Assets

Down

$1,316,960

Down $13,200 (-1.0%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin20th percentile

Revenue

Up

$100,367

Up $69,730 (+228%) from 2016

Expenses

Up

$113,567

Up $6,789 (+6.4%) from 2016

Net Income

Up

-$13,200

Up $62,941 (+83%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $1,476,901Liabilities 2011: $02011Assets 2012: $1,478,568Liabilities 2012: $0Net Assets 2012: $1,478,5682012Assets 2013: $1,391,411Liabilities 2013: $0Net Assets 2013: $1,391,4112013Assets 2014: $1,338,795Liabilities 2014: $02014Assets 2015: $1,406,301Liabilities 2015: $0Net Assets 2015: $1,406,3012015Assets 2016: $1,330,160Liabilities 2016: $0Net Assets 2016: $1,330,1602016Assets 2017: $1,316,960Liabilities 2017: $0Net Assets 2017: $1,316,9602017Assets 2018: $1,248,539Liabilities 2018: $0Net Assets 2018: $1,248,5392018Assets 2019: $1,162,133Liabilities 2019: $0Net Assets 2019: $1,162,1332019Assets 2020: $1,092,184Liabilities 2020: $0Net Assets 2020: $1,092,1842020Assets 2021: $1,017,000Liabilities 2021: $0Net Assets 2021: $1,017,0002021Assets 2022: $980,014Liabilities 2022: $0Net Assets 2022: $980,0142022Assets 2023: $1,070,847Liabilities 2023: $0Net Assets 2023: $1,070,8472023Assets 2024: $1,079,728Liabilities 2024: $0Net Assets 2024: $1,079,7282024

Highlighted filing

2017

Assets$1,316,960
Liabilities$0
Net Assets$1,316,960
Open 2017 Filing

Operations Trend

Revenue Growth95th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $144,762Expenses 2011: $113,341Net Income 2011: $31,4212011Expenses 2012: $113,0062012Revenue 2013: $16,135Expenses 2013: $103,292Net Income 2013: -$87,1572013Revenue 2014: $55,112Expenses 2014: $107,728Net Income 2014: -$52,6162014Revenue 2015: $188,922Expenses 2015: $121,416Net Income 2015: $67,5062015Revenue 2016: $30,637Expenses 2016: $106,778Net Income 2016: -$76,1412016Revenue 2017: $100,367Expenses 2017: $113,567Net Income 2017: -$13,2002017Revenue 2018: $52,458Expenses 2018: $120,879Net Income 2018: -$68,4212018Revenue 2019: $31,272Expenses 2019: $117,678Net Income 2019: -$86,4062019Revenue 2020: $51,664Expenses 2020: $121,613Net Income 2020: -$69,9492020Revenue 2021: $50,352Expenses 2021: $125,536Net Income 2021: -$75,1842021Revenue 2022: $100,202Expenses 2022: $137,188Net Income 2022: -$36,9862022Revenue 2023: $223,639Expenses 2023: $132,806Net Income 2023: $90,8332023Revenue 2024: $142,377Expenses 2024: $133,496Net Income 2024: $8,8812024

Highlighted filing

2017

Revenue$100,367
Expenses$113,567
Net Income-$13,200
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 15, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PEARL KUEMMERLECo-TrusteePT$37,000-$37,000
JOHN KUEMMERLECo-TrusteePT$30,175-$30,175
Filing and Contact Details

Filer

Filer Name
Caroline Mccoy Jones Private
EIN
20-6839994
Address
9425 TATTON PARK CIRCLE, RICHMOND, VA 23229

Signing Officer

Name
John Kuemmerle
Title
Co-trustee
Signed
2018-05-15

Preparer

Firm
Dehnert Clarke & Co Pc
Address
PO BOX 420, IRVINGTON, VA 22480
Preparer
C Dwight Clarke
Phone
8044385656
Raw XML Appendix278 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.

Path#Value
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1TOTAL LONGTERM
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1GLOUCESTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2HENRICO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd020124
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd123601
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd223233
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt037000
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/AppliedToCurrentYearAmt0903
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt073097
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt079811
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt074000
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt078908
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt073097
OtherIncomeSchedule2/OtherIncomeDetail/Desc0TG SHAW OIL COMPANY, LTD.
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt042278
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt07114
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt07114
TaxesSchedule/TaxesDetail/Amt025
TaxesSchedule/TaxesDetail/CategoryTxt0990-PF TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt025
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN KUEMMERLE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CAROLINE MCCOY JONES PRIVATE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CARO
ReturnHeader/Filer/EIN0206839994
ReturnHeader/Filer/USAddress/AddressLine1Txt09425 TATTON PARK CIRCLE
ReturnHeader/Filer/USAddress/CityNm0RICHMOND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd023229
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId038B12B09A14D023EA1B44B00681EF772F2BE22A4
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId09C7DEC231FB687B1223D9D7E66ED7AF8A1B08E30
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0209.42.139.232
ReturnHeader/FilingSecurityInformation/IPDt02018-06-18
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm010:22:46
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0201212674
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DEHNERT CLARKE & CO PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 420
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0IRVINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd022480
ReturnHeader/PreparerPersonGrp/PhoneNum08044385656
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0C DWIGHT CLARKE
ReturnHeader/ReturnTs02018-06-18T11:22:46-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,316,960
Liabilities
$0
Net assets
$1,316,960
Revenue
$100,367
Expenses
$113,567
Net income
-$13,200
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.14$0.13$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.22$0.13$0.09
2022Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.10$0.14$0.04
2021Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.05$0.13$0.08
2020Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.05$0.12$0.07
2019Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.03$0.12$0.09
2018Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.05$0.12$0.07
2017Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.10$0.11$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.03$0.11$0.08
2015Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.19$0.12$0.07
2014Summary only. Only limited summary data is available for this year.$1.34$0.00$0.06$0.11$0.05
2013Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.02$0.10$0.09
2012Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.48$0.11
2011Summary only. Only limited summary data is available for this year.$1.48$0.00$0.14$0.11$0.03