Civic Intelligence

Route One Association

990EZ • Fiscal year 2014 • EIN 31-1604074

Jan 01, 2014 to Dec 31, 2014 • Filed on Aug 13, 2015

Organization Profilewww.jeffersondavisassociation.org
2545 Bellwood RoadRichmond, VA 23237

(804) 275-5190

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 2014

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2014

Net Margin

6th percentile

-67%

Higher net margin than 6% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

35th percentile

-4.8%

Faster asset growth than 35% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

1st percentile

-99%

Faster revenue growth than 1% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$16,341

Down $816 (-4.8%) from 2013

Net Assets

Down

$16,341

Down $816 (-4.8%) from 2013

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin6th percentile

Revenue

Down

$1,240

Down $125,472 (-99%) from 2013

Expenses

Down

$2,076

Down $103,421 (-98%) from 2013

Net Income

Down

-$836

Down $22,051 (-104%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

$80K$60K$40K$20K$0Assets 2010: $75,315Liabilities 2010: $29,751Net Assets 2010: $45,5642010Assets 2011: $65,425Liabilities 2011: $16,585Net Assets 2011: $48,8402011Assets 2012: $58,458Liabilities 2012: $12,844Net Assets 2012: $45,6142012Assets 2013: $17,157Net Assets 2013: $17,1572013Assets 2014: $16,341Net Assets 2014: $16,3412014

Highlighted filing

2014

Assets$16,341
Liabilities-
Net Assets$16,341
Open 2014 Filing

Operations Trend

Revenue Growth1st percentile

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

$600K$400K$200K$0-$200KExpenses 2010: $498,7562010Expenses 2011: $177,3502011Expenses 2012: $216,0322012Revenue 2013: $126,712Expenses 2013: $105,497Net Income 2013: $21,2152013Revenue 2014: $1,240Expenses 2014: $2,076Net Income 2014: -$8362014

Highlighted filing

2014

Revenue$1,240
Expenses$2,076
Net Income-$836
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Aug 13, 2015
Return Version
2014v5.0
Gross Receipts
$1,240
Mission and Program Overview

Mission

To promote the common good and welfare of the business community in the vicinity of Jefferson Davis Highway in Chesterfield County, Virginia.

Program Services

DescriptionGrantsExpenses
Small business incubator; sublet offices to small businesses within the Jefferson Davis Enterprise Zone; maintain and improve Historic Jefferson Davis Corridor area.$2,075-
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Suzanne CormierExecutive DirectorFT$0--
Phil CunninghamPresident-$0--
Bob NagelVice President-$0--
Sterry McGeeTreasurer-$0--
Brenda AtkinsSecretary-$0--
Amy BartilottiDirector-$0--
Jack BerryDirector-$0--
Norma CorbinDirector-$0--
Margaret DavisDirector-$0--
George FisherDirector-$0--
Joe GironeDirector-$0--
Tom JacobsonDirector-$0--
Larry KlebertDirector-$0--
Kim MarableDirector-$0--
Filing and Contact Details

Filer

Filer Name
Jefferson Davis Association
EIN
31-1604074
Phone
8042755190
Address
2545 BELLWOOD ROAD, RICHMOND, VA 23237

Signing Officer

Name
S Michael McGee
Title
Director
Signed
2015-08-13
Discuss with paid preparer
Yes

Preparer

Firm
AndrewsBarwick & Lee CPAs
Address
280 Charles Dimmock Parkway Suite 1, Colonial Heights, VA 23834
Preparer
Toni T Lee-Andrews
Phone
8045201384
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $100”

Other Expenses.1002

“Office Expenses $13”

Other Expenses.1

“Contributions $1000”

Other Expenses.2

“Breakfast Meetings $596”

Other Expenses.3

“Travel and Meeting Expenses $324”

Other Expenses.4

“Licenses and Permits $25”

Raw XML Appendix184 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt130
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Suzanne Cormier
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Phil Cunningham
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Bob Nagel
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Sterry McGee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Brenda Atkins
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Amy Bartilotti
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Norma Corbin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Margaret Davis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9George Fisher
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Joe Girone
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11Tom Jacobson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12Larry Klebert
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm13Kim Marable
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Executive Dir.
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt13Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt020
IRS990EZ/OtherExpensesTotalAmt02058
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To promote the common good and welfare of the business community in the vicinity of Jefferson Davis Highway in Chesterfield County, Virginia.
IRS990EZ/PrintingPublicationsPostageAmt018
IRS990EZ/ProgramServiceRevenueAmt0815
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Small business incubator; sublet offices to small businesses within the Jefferson Davis Enterprise Zone; maintain and improve Historic Jefferson Davis Corridor area.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt02075
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0425
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt095755
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0161387
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0126999
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0439761
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IRS990ScheduleA/PublicSupportCY170Pct00.96880
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $13
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Contributions $1000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Breakfast Meetings $596
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Travel and Meeting Expenses $324
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Licenses and Permits $25
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0S Michael McGee
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-08-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JEFFERSON DAVIS ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0JEFF
ReturnHeader/Filer/EIN0311604074
ReturnHeader/Filer/PhoneNum08042755190
ReturnHeader/Filer/USAddress/AddressLine1Txt02545 BELLWOOD ROAD
ReturnHeader/Filer/USAddress/CityNm0RICHMOND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd023237
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0AndrewsBarwick & Lee CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0280 Charles Dimmock Parkway Suite 1
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Colonial Heights
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd023834
ReturnHeader/PreparerPersonGrp/PhoneNum08045201384
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Toni T Lee-Andrews
ReturnHeader/ReturnTs02015-08-13T10:05:00-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,341
Liabilities
-
Net assets
$16,341
Revenue
$1,240
Expenses
$2,076
Net income
-$836
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2014Detailed filing. Detailed filing data is available for this year.$0.16$0.16$0.01$0.02$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.17$0.17$1.27$1.05$0.21
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.58$0.13$0.46$2.16
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.65$0.17$0.49$1.77
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.75$0.30$0.46$4.99