Civic Intelligence

The Jw Moore Family Foundation

990PF • Fiscal year 2018 • EIN 26-1595754

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 01, 2019

Organization Profile
C/O MAI 1360 East 9th Street SuiteCleveland, OH 44114-1782

(216) 920-4800

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

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

Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

93rd percentile

60%

Higher net margin than 93% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

2nd percentile

-100%

Faster asset growth than 2% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

5th percentile

-72%

Faster revenue growth than 5% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $658,911 (-100%) from 2017

Net Assets

Down

$0

Down $658,911 (-100%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin93rd percentile

Revenue

Down

$15,368

Down $40,513 (-72%) from 2017

Expenses

Down

$6,165

Down $1,500,678 (-100%) from 2017

Net Income

Up

$9,203

Up $1,460,165 (+101%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth2nd percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $1,911,860Liabilities 2010: $0Net Assets 2010: $1,911,8602010Assets 2011: $1,945,061Liabilities 2011: $7,000Net Assets 2011: $1,938,0612011Assets 2012: $1,973,379Liabilities 2012: $4,000Net Assets 2012: $1,969,3792012Assets 2013: $1,973,245Liabilities 2013: $10,000Net Assets 2013: $1,963,2452013Assets 2014: $2,037,270Liabilities 2014: $13,000Net Assets 2014: $2,024,2702014Assets 2015: $2,148,227Liabilities 2015: $11,000Net Assets 2015: $2,137,2272015Assets 2016: $2,079,158Liabilities 2016: $4,000Net Assets 2016: $2,075,1582016Assets 2017: $658,911Liabilities 2017: $0Net Assets 2017: $658,9112017Assets 2018: $0Liabilities 2018: $0Net Assets 2018: $02018

Highlighted filing

2018

Assets$0
Liabilities$0
Net Assets$0
Open 2018 Filing

Operations Trend

Revenue Growth5th percentile

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

$2.0M$1.0M$0-$1.0M-$2.0MExpenses 2010: $115,9652010Expenses 2011: $105,7532011Expenses 2012: $106,4712012Revenue 2013: $110,997Expenses 2013: $117,131Net Income 2013: -$6,1342013Revenue 2014: $136,043Expenses 2014: $75,018Net Income 2014: $61,0252014Revenue 2015: $163,833Expenses 2015: $50,876Net Income 2015: $112,9572015Revenue 2016: $65,160Expenses 2016: $127,229Net Income 2016: -$62,0692016Revenue 2017: $55,881Expenses 2017: $1,506,843Net Income 2017: -$1,450,9622017Revenue 2018: $15,368Expenses 2018: $6,165Net Income 2018: $9,2032018

Highlighted filing

2018

Revenue$15,368
Expenses$6,165
Net Income$9,203
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 1, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN W MOORE JRDirector / PresidentPT$0--
CONNIE L MOOREDirector / Vice-PresidentPT$0--
LACEY MOOREDirector / Secretary / TreasPT$0--
Filing and Contact Details

Filer

Filer Name
The JW Moore Foundation
EIN
26-1595754
In Care Of
% MAI CAPITAL MANAGEMENT LLC
Phone
2169204800
Address
C/O MAI 1360 East 9th Street Suite, Cleveland, OH 44114-1782

Signing Officer

Name
John Moore
Title
President
Phone
2169204800
Signed
2019-11-01
Discuss with paid preparer
Yes

Preparer

Firm
MAI Capital Management LLC
Address
1360 E 9th Street Suite 1100, Cleveland, OH 44114-1717
Preparer
Carla M Wainwright CPA
Phone
2169204800
Raw XML Appendix279 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JOHN W MOORE JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1CONNIE L MOORE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2LACEY MOORE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR / PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR / VICE-PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR / SECRETARY / TREAS
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IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0THE J.W. MOORE FAMILY FOUNDATION DID NOT ENGAGE IN DIRECT CHARITABLE ACTIVITIES DURING 2018.
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0THE J.W. MOORE FAMILY FOUNDATION DID NOT MAKE ANY PROGRAM- RELATED INVESTMENTS DURING 2018.
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt034167
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01297748
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01297748
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt073420
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt073420
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01297748
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01331915
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt073420
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LiquidationExplanationStmt/ExplanationTxt0FORM 990-PF, PART VII-A, LINE 5 DURING THE CURRENT YEAR THE FOUNDATION MADE THE FOLLOWING DISTRIBUTIONS IN FINAL TERMINATION. THESE DISTRIBUTIONS CONSTITUTE A FINAL DISTRIBUTION OF THE FOUNDATION'S ASSETS. RECIPIENT'S NAME AND ADDRESS: JW MOORE FOUNDATION DONOR ADVISED FUND P.O. BOX 770001 CINCINNATI, OHIO 45277-0053 ASSETS DISTRIBUTED: CASH $4,591
OtherIncomeSchedule2/OtherIncomeDetail/Desc0MAI MANAGED VOLATILITY FUND
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0372
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0372
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt06165
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt06165
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES PAID
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN MOORE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum02169204800
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The JW Moore Foundation
ReturnHeader/Filer/BusinessNameControlTxt0JWMO
ReturnHeader/Filer/EIN0261595754
ReturnHeader/Filer/InCareOfNm0% MAI CAPITAL MANAGEMENT LLC
ReturnHeader/Filer/PhoneNum02169204800
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O MAI 1360 East 9th Street Suite
ReturnHeader/Filer/USAddress/CityNm0Cleveland
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd0441141782
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId05074C0B7CE07CE3EDE804C35CED2A61B191B2894
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId05074C0B7CE07CE3EDE804C35CED2A61B191B2894
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId034294220193185000001
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-11-14
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt066.218.176.180
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MAI Capital Management LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01360 E 9th Street Suite 1100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Cleveland
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0441141717
ReturnHeader/PreparerPersonGrp/PhoneNum02169204800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CARLA M WAINWRIGHT CPA
ReturnHeader/ReturnTs02019-11-14T10:13:57-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$15,368
Expenses
$6,165
Net income
$9,203
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.02$0.01$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$0.06$1.51$1.45
2016Detailed filing. Detailed filing data is available for this year.$2.08$0.00$2.08$0.07$0.13$0.06
2015Detailed filing. Detailed filing data is available for this year.$2.15$0.01$2.14$0.16$0.05$0.11
2014Detailed filing. Detailed filing data is available for this year.$2.04$0.01$2.02$0.14$0.08$0.06
2013Detailed filing. Detailed filing data is available for this year.$1.97$0.01$1.96$0.11$0.12$0.01
2012Detailed filing. Detailed filing data is available for this year.$1.97$0.00$1.97$0.11
2011Detailed filing. Detailed filing data is available for this year.$1.95$0.01$1.94$0.11
2010Detailed filing. Detailed filing data is available for this year.$1.91$0.00$1.91$0.12