Civic Intelligence

James M Ewell Charitable Foundation

990PF • Fiscal year 2020 • EIN 30-6084978

Jan 01, 2020 to Dec 31, 2020 • Filed on Sep 09, 2021

Delaware Corporate Center IiWilmington, DE 19803-1533

(302) 573-5973

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

8th percentile

-98%

Higher net margin than 8% of similar nonprofits.

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

Top Officer Pay

49th percentile

$12,707

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 11.4% of source-year revenue.

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

Asset Growth

27th percentile

-2.3%

Faster asset growth than 27% of similar nonprofits.

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

Revenue Growth

72nd percentile

16%

Faster revenue growth than 72% of similar nonprofits.

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

Assets

Down

$1,033,366

Down $23,869 (-2.3%) from 2019

Net Assets

Down

$1,033,366

Down $23,869 (-2.3%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Up

$111,950

Up $15,199 (+16%) from 2019

Expenses

Up

$221,153

Up $98,110 (+80%) from 2019

Net Income

Down

-$109,203

Down $82,911 (-315%) from 2019

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,591,850Liabilities 2010: $0Net Assets 2010: $1,591,8502010Assets 2011: $1,516,322Liabilities 2011: $0Net Assets 2011: $1,516,3222011Assets 2012: $1,413,098Liabilities 2012: $0Net Assets 2012: $1,413,0982012Assets 2013: $1,364,721Liabilities 2013: $0Net Assets 2013: $1,364,7212013Assets 2014: $1,314,415Liabilities 2014: $0Net Assets 2014: $1,314,4152014Assets 2015: $1,283,631Liabilities 2015: $0Net Assets 2015: $1,283,6312015Assets 2016: $1,225,400Liabilities 2016: $0Net Assets 2016: $1,225,4002016Assets 2017: $1,132,994Liabilities 2017: $0Net Assets 2017: $1,132,9942017Assets 2019: $1,057,235Liabilities 2019: $0Net Assets 2019: $1,057,2352019Assets 2020: $1,033,366Liabilities 2020: $0Net Assets 2020: $1,033,3662020Assets 2021: $1,006,118Liabilities 2021: $0Net Assets 2021: $1,006,1182021Assets 2022: $942,018Liabilities 2022: $0Net Assets 2022: $942,0182022Assets 2023: $875,417Liabilities 2023: $0Net Assets 2023: $875,4172023Assets 2024: $871,406Liabilities 2024: $0Net Assets 2024: $871,4062024

Highlighted filing

2020

Assets$1,033,366
Liabilities$0
Net Assets$1,033,366

Operations Trend

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

$300K$200K$100K$0-$100K-$200KExpenses 2010: $145,0392010Expenses 2011: $168,6442011Expenses 2012: $150,8662012Revenue 2013: $118,428Expenses 2013: $167,180Net Income 2013: -$48,7522013Revenue 2014: $113,851Expenses 2014: $162,502Net Income 2014: -$48,6512014Revenue 2015: $122,241Expenses 2015: $156,051Net Income 2015: -$33,8102015Revenue 2016: $81,566Expenses 2016: $139,999Net Income 2016: -$58,4332016Revenue 2017: $54,066Expenses 2017: $146,430Net Income 2017: -$92,3642017Revenue 2019: $96,751Expenses 2019: $123,043Net Income 2019: -$26,2922019Revenue 2020: $111,950Expenses 2020: $221,153Net Income 2020: -$109,2032020Revenue 2021: $93,270Expenses 2021: $127,164Net Income 2021: -$33,8942021Revenue 2022: $49,427Expenses 2022: $114,409Net Income 2022: -$64,9822022Revenue 2023: $19,190Expenses 2023: $101,587Net Income 2023: -$82,3972023Revenue 2024: $90,513Expenses 2024: $105,924Net Income 2024: -$15,4112024

Highlighted filing

2020

Revenue$111,950
Expenses$221,153
Net Income-$109,203
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Sep 9, 2021
Return Version
2020v4.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DEBORAH EWELL CURRINDisbursing Trustee-$12,707-$12,707
BERNARD EWELLDisbursing Trustee-$6,740-$6,740
JONATHAN EWELLDisbursing Trustee-$6,740-$6,740
SUSAN E JANTZERDisbursing Trustee-$6,740-$6,740
COMERICA BANKCorp Trustee (Thru 7/20)-$3,912-$3,912
FIRST STATE TRUST COMPANYCorp Trustee (As Of 7/20)-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantHUDSON COMMUNITY FOUNDATIONWILLIAM A AND DEBORAH E CURRIN PHILANTHROPIC FUNDPCHUDSON, OH, US$16,850
Paid GrantNAVAJO MINISTRIESGENERAL SUPPORTPCFARMINGTON, NM, US$8,425
Paid GrantJEFFCO ACTION CENTERGENERAL SUPPORTPCLAKEWOOD, CO, US$7,000
Paid GrantSENSE OF SECURITYGENERAL SUPPORTPCDENVER, CO, US$5,000
Paid GrantHEIFER INTERNATIONALGENERAL SUPPORTPCLITTLE ROCK, AR, US$4,213
Paid GrantNEW LIFE MINISTRIESGENERAL SUPPORTPCRIO RANCH, NM, US$4,212
Paid GrantGREEN MOUNTAIN HIGH SCHOOL FOUNDATIONGENERAL SUPPORTPCLAKEWOOD, CO, US$3,000
Paid GrantCONSERVATION VOTERS NEW MEXICOGENERAL SUPPORTPCSANTA FE, NM, US$3,000
Paid GrantSANTA FE SYMPHONY ORCHESTRA & CHORUSGENERAL SUPPORTPCSANTA FE, NM, US$3,000
Paid GrantADOPT-A-NATIVE ELDERGENERAL SUPPORTPCSALT LAKE CITY, UT, US$3,000
Paid GrantSANTA FE OPERAGENERAL SUPPORTPCSANTA FE, NM, US$2,850
Paid GrantCORNERSTONES COMMUNITY PARTNERSHIPSGENERAL SUPPORTPCSANTA FE, NM, US$2,000
Paid GrantINTERNATIONAL FOLK ART ALLIANCEGENERAL SUPPORTPCSANTA FE, NM, US$2,000
Paid GrantOUTDOOR LAB FOUNDATIONGENERAL SUPPORTPCWHEATRIDGE, CO, US$1,850
Paid GrantCLARK HULINGS FUNDGENERAL SUPPORTPCSANTA FE, NM, US$1,000
Filing and Contact Details

Filer

Filer Name
James M Ewell Charitable Foundation
EIN
30-6084978
Phone
3025735973
Address
DELAWARE CORPORATE CENTER II, WILMINGTON, DE 19803-1533

Signing Officer

Name
Wendy M Swift
Title
Fstc
Phone
3025735973
Signed
2021-09-09
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
7351 OFFICE PARK PLACE, MELBOURNE, FL 32940-8229
Preparer
Juliana Kreul
Phone
3217516200
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25FRANKLIN RESOURCES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27IAA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28INTEL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30KAR AUCTION SERVICES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31LOWES COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32MARKEL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33MASTERCARD INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34MATCH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35MERCK & CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37NORFOLK SOUTHERN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38PAYCHEX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39PERKINELMER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41PHILIP MORRIS INTERNATIONAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42RAYTHEON TECHNOLOGIES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43S&P GLOBAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44SHERWIN WILLIAMS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45TAKE-TWO INTERACTIVE SOFTWARE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46TARGET CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47TEXAS INSTRUMENTS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48THERMO FISHER SCIENTIFIC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49TJX COS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50ULTA SALON COSMENTICS & FRAG INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51UNITED PARCEL SERVICE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52VERIZON COMMUNICATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53VISA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54YUM CHINA HLDGS
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77KUBOTA LTD
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93SOFTBANK CORP
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt450913
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0DOUBLELINE TOTAL RETURN BOND
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2JP MORGAN STRATEGIC INCOME
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4BARON SELECT FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5CLP HOLDINGS LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6VANGUARD INDEZ FDS ETF
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt478999
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt52580
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6198439
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.09$0.11$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.02$0.10$0.08
2022Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.05$0.11$0.06
2021Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.09$0.13$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.11$0.22$0.11
2019Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.10$0.12$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.05$0.15$0.09
2016Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.08$0.14$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.12$0.16$0.03
2014Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.11$0.16$0.05
2013Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.12$0.17$0.05
2012Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.15
2011Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.17
2010Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.15