Civic Intelligence

March Foundation 11131998

990PF • Fiscal year 2020 • EIN 23-7989378

Jan 01, 2020 to Dec 31, 2020 • Filed on Jul 22, 2021

C/O Kenneth B Jarvis PO Box 261936Plano, TX 75026-1936

(972) 403-1907

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

72nd percentile

21%

Higher net margin than 72% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

80th percentile

23%

Faster asset growth than 80% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

37th percentile

-9.2%

Faster revenue growth than 37% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Assets

Up

$1,133,332

Up $212,122 (+23%) from 2019

Net Assets

Up

$1,133,332

Up $212,122 (+23%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$154,756

Down $15,741 (-9.2%) from 2019

Expenses

Up

$121,550

Up $29,183 (+32%) from 2019

Net Income

Down

$33,206

Down $44,924 (-57%) from 2019

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2016: $790,343Liabilities 2016: $0Net Assets 2016: $790,3432016Assets 2017: $800,490Liabilities 2017: $0Net Assets 2017: $800,4902017Assets 2018: $844,079Liabilities 2018: $0Net Assets 2018: $844,0792018Assets 2019: $921,210Liabilities 2019: $0Net Assets 2019: $921,2102019Assets 2020: $1,133,332Liabilities 2020: $0Net Assets 2020: $1,133,3322020Assets 2021: $1,226,148Liabilities 2021: $0Net Assets 2021: $1,226,1482021Assets 2022: $1,127,116Liabilities 2022: $0Net Assets 2022: $1,127,1162022Assets 2023: $1,155,020Liabilities 2023: $0Net Assets 2023: $1,155,0202023Assets 2024: $1,079,249Liabilities 2024: $0Net Assets 2024: $1,079,2492024

Highlighted filing

2020

Assets$1,133,332
Liabilities$0
Net Assets$1,133,332

Operations Trend

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

$400K$200K$0-$200KRevenue 2016: $126,961Expenses 2016: $60,314Net Income 2016: $66,6472016Revenue 2017: $104,360Expenses 2017: $124,051Net Income 2017: -$19,6912017Revenue 2018: $123,750Expenses 2018: $109,998Net Income 2018: $13,7522018Revenue 2019: $170,497Expenses 2019: $92,367Net Income 2019: $78,1302019Revenue 2020: $154,756Expenses 2020: $121,550Net Income 2020: $33,2062020Revenue 2021: $233,566Expenses 2021: $127,903Net Income 2021: $105,6632021Revenue 2022: $259,963Expenses 2022: $210,575Net Income 2022: $49,3882022Revenue 2023: $345,740Expenses 2023: $317,848Net Income 2023: $27,8922023Revenue 2024: $258,444Expenses 2024: $316,126Net Income 2024: -$57,6822024

Highlighted filing

2020

Revenue$154,756
Expenses$121,550
Net Income$33,206
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jul 22, 2021
Return Version
2020v4.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
NORM CARMICHAELChairman-$0--
MEL SMITHVice Chair-$0--
KENNETH B JARVISFounder/CHR Emeritus-$0--
ERIC LEUFROYTreasurerPT$0--
WILLIAM H LEWISBoard Member-$0--
DENNIS OBREGONBoard Member-$0--
DOUGLAS T SMALLSBoard Member-$0--
JAMES WINESTOCKBoard Member-$0--
DON B WOFFORDSecretary-$0--
KEITH JONESPast Vice Chairman-$0--
JAMES E CASTILLOFounding Member-$0--
ELZE EPPSBoard Member-$0--
BRUCE TROTTERBoard Member-$0--
HENRY SHORTBoard Member-$0--
GARRETT WILSONBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
The March Foundation
EIN
23-7989378
Phone
9724031907
Address
C/O KENNETH B JARVIS PO BOX 261936, PLANO, TX 75026-1936

Signing Officer

Name
Eric Leufroy
Title
Treasurer
Phone
9724031907
Signed
2021-07-22
Discuss with paid preparer
Yes

Preparer

Firm
Tpi & Associates LLC
Address
5930 LBJ FRWY STE 401, DALLAS, TX 75240
Preparer
Robert E Dais
Phone
9724905275
Raw XML AppendixShowing 400 of 567 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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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TPI & ASSOCIATES LLC PREPARATION OF FORM 990-PF, ETC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1428140
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0570997
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1428140
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0STOCK/SECURITIES NORTHERN TRUST ACCT 1002.61
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1STOCK/SECURITIES NORTHERN TRUST ACCT 100.81
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0178916
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt044731
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt044731
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt044731
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt045033
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0302
IRS990PF/DistributableAmountGrp/TotalTaxAmt0302
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OriginalReturnTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0302
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IRS990PF/FMVAssetsEOYAmt01133332
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IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LoansFromOfficersEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/MortgagesAndNotesPayableEOYAmt00
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IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt00
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IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RcvblFromOfficersEOYAmt00
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IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0914383
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt016034
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0898349
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt013716
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt045033
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0900667
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0NORM CARMICHAEL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MEL SMITH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2KENNETH B JARVIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3ERIC LEUFROY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4WILLIAM H LEWIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5DENNIS OBREGON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6DOUGLAS T SMALLS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7JAMES WINESTOCK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm8DON B WOFFORD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm9KEITH JONES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm10JAMES E CASTILLO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm11ELZE EPPS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm12BRUCE TROTTER
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm14GARRETT WILSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CHAIRMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE CHAIR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2FOUNDER/CHR EMERITUS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4BOARD MEMBER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5BOARD MEMBER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6BOARD MEMBER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt7BOARD MEMBER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt8SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt9PAST VICE CHAIRMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt10FOUNDING MEMBER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt11BOARD MEMBER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt12BOARD MEMBER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt13BOARD MEMBER
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0THE FOUNDATION HAS NO REQUIRED FORM.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0KENNETH B JARVIS TRUSTEE CO THE MAR
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1CREATE YOUR DREAM INC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0SCHOLARSHIP ASSOC INC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt102300 HOLCOMB BRIDGE RD STE 103-215
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