Civic Intelligence

C Jay Moorhead Foundation

990PF • Fiscal year 2021 • EIN 26-4237776

Jan 01, 2021 to Dec 31, 2021 • Filed on Mar 11, 2022

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

81st percentile

0.00x

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

2021 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

77th percentile

0.00x

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

2021 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2021

Net Margin

60th percentile

40%

Higher net margin than 60% of similar nonprofits.

2021 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

96th percentile

$48,750

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 10.8% of source-year revenue.

2021 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2021

Asset Growth

53rd percentile

4.4%

Faster asset growth than 53% of similar nonprofits.

2021 filings • NTEE T22 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

71st percentile

145%

Faster revenue growth than 71% of similar nonprofits.

2021 filings • NTEE T22 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets81st percentile

Assets

Up

$4,269,093

Up $181,333 (+4.4%) from 2020

Net Assets

Up

$4,269,093

Up $181,333 (+4.4%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue77th percentileNet Margin60th percentile

Revenue

Up

$452,826

Up $267,669 (+145%) from 2020

Expenses

Down

$271,493

Down $17,301 (-6.0%) from 2020

Net Income

Up

$181,333

Up $284,970 (+275%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

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

2021

Assets$4,269,093
Liabilities$0
Net Assets$4,269,093
Open 2021 Filing

Operations Trend

Revenue Growth71st percentile

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

2021

Revenue$452,826
Expenses$271,493
Net Income$181,333
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Mar 11, 2022
Return Version
2021v4.1
Compensation and Service Providers
Top Officer Pay96th 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
2022-03-11
Discuss with paid preparer
Yes

Preparer

Firm
PKF O'CONNOR DAVIES LLP
Address
500 MAMARONECK AVENUE, HARRISON, NY 10528-1633
Preparer
Anan Samara
Phone
9143818900
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20JPM MANAGEMNT INCOME FD-USD-L (JMGIX) 15,641.490 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21NB GREATER CHINA EQUITY-INST (NCEIX) 2,761.409 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22NEUBERGER BERMAN LONG SH-INS (NLSIX) 7,935.450 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23OAKMARK INTERNATIONAL-INST (OANIX) 4,171.661 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt24PARNASSUS CORE EQUITY-INST (PRILX) 3,317.885 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt25PIMCO COMMODITYPL STRAT-INS (PCLIX) 11,657.985 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt26PIMCO DYNAMIC BOND-INST (PFIUX) 4,040.404 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt27PIMCO MRTG OPP & BND-INST (PMZIX) 6,435.507 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt28PIMCO TOTAL RETURN FD-INST (PTTRX) 10,329.190 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt29SCHWAB U.S. TIPS ETF (SCHP) 2,687.000 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt30SPDR S&P 500 ETF TRUST (SPY) 367.000 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt31T ROWE PR JAPAN FUND-I (RJAIX) 2,994.919 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt32T ROWE PRICE NEW ASIA-I (PNSIX) 1,735.526 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt33VANECK OIL SERVICES ETF (OIH) 237.000 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt34VANGUARD FINANCIALS ETF (VFH) 1,533.000 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt35VANGUARD FTSE EUROPE ETF (VGK) 2,848.000 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt36VANGUARD SHORT TERM TIPS (VTIP) 875.000 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt37VANGUARD TOT BD MKT IDX-ADM (VBTLX) 22,022.290 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt039528
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt168329
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2221740
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3172511
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4131817
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt552501
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6152710
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7437251
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8199275
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt9111444
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1057666
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11235925
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt12178143
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1324297
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1436057
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1521593
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1658617
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1755467
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1896422
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt19136863
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt20156415
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2130458
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt22142045
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt23117015
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt24210852
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2591515
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2642949
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2769568
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt28106081
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt29168985
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt30174310
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3150944
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3236481
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3343807
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt34148042
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt37246429
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd27AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd34AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd36AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd37AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0139368
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0313440
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0452826
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IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0452826
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt06000
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt06000
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0313440
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt048750
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt048750
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0172000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0172000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0139368
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0139368
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0181333
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01508148
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt018
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt018
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0313440
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0417058
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt03385
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt01
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt03386
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt035687
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt035687
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt080
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01080
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0234725
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt035768
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0271493
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0452826
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0452826
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt062725
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt035768
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt099493
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt04590
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt04590
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt01194708
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0279829
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt133611
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0279829
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt133611
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01474537
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt133611
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0313440
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0181333
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt04269093
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt04087760
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt04269093
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0245244
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0245244
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0245244
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0251041
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt05797
IRS990PF/DistributableAmountGrp/TotalTaxAmt05797
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02265
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt05797
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt05797
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt05797
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt03532
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02265

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,269,093
Liabilities
$0
Net assets
$4,269,093
Revenue
$452,826
Expenses
$271,493
Net income
$181,333
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