Civic Intelligence

C Jay Moorhead Foundation

990PF • Fiscal year 2019 • EIN 26-4237776

Jan 01, 2019 to Dec 31, 2019 • Filed on Apr 22, 2020

Organization Profile
D Sadroff 180 Central Park S Mb 4New York, NY 10019-1562

(917) 584-4045

Siviq Scores

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

Liabilities / Assets

85th percentile

0.00x

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

2019 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

82nd percentile

0.00x

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

2019 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2019

Net Margin

42nd percentile

-14%

Higher net margin than 42% of similar nonprofits.

2019 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

97th percentile

$48,750

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 16.9% of source-year revenue.

2019 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Balance Sheet
Liabilities / Assets85th percentile

Assets

Up

$4,191,397

Up $1,288,139 (+44%) from 2012

Net Assets

Up

$4,191,397

Up $1,288,139 (+44%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin42nd percentile

Revenue

$287,705

No earlier filing loaded for comparison.

Expenses

Up

$328,747

Up $288,671 (+720%) from 2012

Net Income

-$41,042

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$6.0M$4.0M$2.0M$0Assets 2011: $853,346Liabilities 2011: $0Net Assets 2011: $853,3462011Assets 2012: $2,903,258Liabilities 2012: $0Net Assets 2012: $2,903,2582012Assets 2019: $4,191,397Liabilities 2019: $0Net Assets 2019: $4,191,3972019Assets 2020: $4,087,760Liabilities 2020: $0Net Assets 2020: $4,087,7602020Assets 2021: $4,269,093Liabilities 2021: $0Net Assets 2021: $4,269,0932021Assets 2022: $4,188,409Liabilities 2022: $0Net Assets 2022: $4,188,4092022Assets 2023: $4,061,403Liabilities 2023: $0Net Assets 2023: $4,061,4032023Assets 2024: $4,038,415Liabilities 2024: $0Net Assets 2024: $4,038,4152024Assets 2025: $4,102,015Liabilities 2025: $0Net Assets 2025: $4,102,0152025

Highlighted filing

2019

Assets$4,191,397
Liabilities$0
Net Assets$4,191,397
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$600K$400K$200K$0-$200KExpenses 2011: $1582011Expenses 2012: $40,0762012Revenue 2019: $287,705Expenses 2019: $328,747Net Income 2019: -$41,0422019Revenue 2020: $185,157Expenses 2020: $288,794Net Income 2020: -$103,6372020Revenue 2021: $452,826Expenses 2021: $271,493Net Income 2021: $181,3332021Revenue 2022: $260,974Expenses 2022: $341,658Net Income 2022: -$80,6842022Revenue 2023: $184,919Expenses 2023: $311,925Net Income 2023: -$127,0062023Revenue 2024: $300,945Expenses 2024: $323,933Net Income 2024: -$22,9882024Revenue 2025: $408,337Expenses 2025: $344,737Net Income 2025: $63,6002025

Highlighted filing

2019

Revenue$287,705
Expenses$328,747
Net Income-$41,042
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Apr 22, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay97th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID SADROFFTrusteePT$48,750-$48,750
Filing and Contact Details

Filer

Filer Name
C Jay Moorhead Foundation
EIN
26-4237776
Phone
9175844045
Address
D SADROFF 180 CENTRAL PARK S MB 4, NEW YORK, NY 10019-1562

Signing Officer

Name
David Sadroff
Title
Trustee
Phone
9175844045
Signed
2020-04-22
Discuss with paid preparer
Yes

Preparer

Firm
PKF O'CONNOR DAVIES LLP
Address
665 FIFTH AVENUE, NEW YORK, NY 10022-5342
Preparer
Anan Samara
Phone
2122862600
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22NEUBERGER BERMAN LONG SH-INS (NLSIX) 2,169.492 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23OAKMARK INTERNATIONAL-INST (OANIX) 1,704.863 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt24PARNASSUS CORE EQUITY-INST (PRILX) 4,730.436 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt25PIMCO TOTAL RETURN FD-INST (PTTRX) 14,956.87 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt26PRIMECAP ODYSSEY STOCK FUND (POSKX) 5,723.645 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt27SCHWAB U.S. TIPS ETF (SCHP) 1,388.00 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt28SPDR S&P 500 ETF TRUST (SPY) 787.000 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt29SPDR S&P OIL & GAS EXP & PR (XOP) 991.000 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt30T ROWE PRICE NEW ASIA-I (PNSIX) 5,032.687 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt31THE ARBITRAGE FUND-I (ARBNX) 2,840.012 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt32TORTOISE MLP & PIPEUNE-INST (TORIX) 5,104.09 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt33VANECK GOLD MINERS (GDX) 1,775.000 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt34VANGUARD FINANCIALS ETF (VFH) 1,719.000 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt35VANGUARD MID-CAP ETF (VO) 1,173.000 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt36VANGUARD TOTAL BOND MARKET INDEX FUND-ADM (VBTLX) 35,209.63 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0245690
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1110004
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2107862
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3203262
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt465700
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5158854
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6204726
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7175638
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt853379
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt942985
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1220376
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1395207
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1559718
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd28AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd35AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd36AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt096830
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0187331
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt03544
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0287705
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IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0287705
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt05700
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt05700
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0187331
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt048750
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt048750
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0240000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0240000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt096830
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt096830
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-41042
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01013621
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt03544
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt03544
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0187331
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0257766
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0353
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt08
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0361
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt04005
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt029815
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt033820
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0116
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0116
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0298808
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt029939
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0328747
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0287705
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0287705
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt058808
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt029939
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt088747
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0826290
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0148300
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt139031
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0148300
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt139031
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0974590
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt139031
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0187331
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-41042
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt04191397
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt04232439
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt04191397
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0230642
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0230642
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0230642
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0233220
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02578
IRS990PF/DistributableAmountGrp/TotalTaxAmt02578
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0348
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02926
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02578
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0348
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02578
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02578
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02926
IRS990PF/FMVAssetsEOYAmt04762307
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt050739
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt013081
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt013081
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0429595

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,191,397
Liabilities
$0
Net assets
$4,191,397
Revenue
$287,705
Expenses
$328,747
Net income
-$41,042
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.10$0.00$4.10$0.41$0.34$0.06
2024Detailed filing. Detailed filing data is available for this year.$4.04$0.00$4.04$0.30$0.32$0.02
2023Detailed filing. Detailed filing data is available for this year.$4.06$0.00$4.06$0.18$0.31$0.13
2022Detailed filing. Detailed filing data is available for this year.$4.19$0.00$4.19$0.26$0.34$0.08
2021Detailed filing. Detailed filing data is available for this year.$4.27$0.00$4.27$0.45$0.27$0.18
2020Detailed filing. Detailed filing data is available for this year.$4.09$0.00$4.09$0.19$0.29$0.10
2019Detailed filing. Detailed filing data is available for this year.$4.19$0.00$4.19$0.29$0.33$0.04
2012Detailed filing. Detailed filing data is available for this year.$2.90$0.00$2.90$0.04
2011Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.00