Civic Intelligence

June and Cecil Mcdole Foundation

990PF • Fiscal year 2018 • EIN 38-3145381

Jan 01, 2018 to Dec 31, 2018 • Filed on Jun 24, 2019

Organization Profile
40900 Woodward Ave Suite 340Bloomfield Hills, MI 48304

(248) 353-1530

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

17th percentile

-19%

Higher net margin than 17% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

38th percentile

-1.5%

Faster asset growth than 38% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

86th percentile

48%

Faster revenue growth than 86% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets26th percentile

Assets

Down

$3,859,523

Down $60,485 (-1.5%) from 2017

Net Assets

Down

$3,859,523

Down $60,485 (-1.5%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin17th percentile

Revenue

Up

$310,587

Up $101,032 (+48%) from 2017

Expenses

Down

$371,072

Down $2,104 (-0.6%) from 2017

Net Income

Up

-$60,485

Up $103,136 (+63%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $4,842,282Liabilities 2011: $0Net Assets 2011: $4,842,2822011Assets 2012: $4,686,166Liabilities 2012: $0Net Assets 2012: $4,686,1662012Assets 2013: $4,601,289Liabilities 2013: $1Net Assets 2013: $4,601,2892013Assets 2014: $4,523,376Liabilities 2014: $1Net Assets 2014: $4,523,3762014Assets 2015: $4,285,762Liabilities 2015: $1Net Assets 2015: $4,285,7622015Assets 2016: $4,083,629Liabilities 2016: $0Net Assets 2016: $4,083,6292016Assets 2017: $3,920,008Liabilities 2017: $0Net Assets 2017: $3,920,0082017Assets 2018: $3,859,523Liabilities 2018: $0Net Assets 2018: $3,859,5232018Assets 2019: $3,709,011Liabilities 2019: $2,239Net Assets 2019: $3,706,7722019Assets 2020: $3,504,615Liabilities 2020: $1Net Assets 2020: $3,504,6152020Assets 2021: $3,581,417Liabilities 2021: $3,277Net Assets 2021: $3,578,1402021Assets 2022: $3,525,200Liabilities 2022: $1Net Assets 2022: $3,525,2002022Assets 2023: $3,381,627Liabilities 2023: $1Net Assets 2023: $3,381,6272023Assets 2024: $3,369,856Liabilities 2024: $1,630Net Assets 2024: $3,368,2262024

Highlighted filing

2018

Assets$3,859,523
Liabilities$0
Net Assets$3,859,523
Open 2018 Filing

Operations Trend

Revenue Growth86th percentile

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

$600K$400K$200K$0-$200K-$400KExpenses 2011: $351,3242011Expenses 2012: $357,8982012Revenue 2013: $247,265Expenses 2013: $332,142Net Income 2013: -$84,8772013Revenue 2014: $278,237Expenses 2014: $356,150Net Income 2014: -$77,9132014Revenue 2015: $145,466Expenses 2015: $383,080Net Income 2015: -$237,6142015Revenue 2016: $168,441Expenses 2016: $370,574Net Income 2016: -$202,1332016Revenue 2017: $209,555Expenses 2017: $373,176Net Income 2017: -$163,6212017Revenue 2018: $310,587Expenses 2018: $371,072Net Income 2018: -$60,4852018Revenue 2019: $243,940Expenses 2019: $396,690Net Income 2019: -$152,7502019Revenue 2020: $156,616Expenses 2020: $358,773Net Income 2020: -$202,1572020Revenue 2021: $527,332Expenses 2021: $453,807Net Income 2021: $73,5252021Revenue 2022: $355,049Expenses 2022: $407,989Net Income 2022: -$52,9402022Revenue 2023: $244,930Expenses 2023: $388,503Net Income 2023: -$143,5732023Revenue 2024: $407,770Expenses 2024: $421,171Net Income 2024: -$13,4012024

Highlighted filing

2018

Revenue$310,587
Expenses$371,072
Net Income-$60,485
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Jun 24, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KONRAD D KOHLPresident-$0--
KEVIN J PETRASVice Pres/Tr-$0--
PAUL F GAMBLESecretary-$0--
Filing and Contact Details

Filer

Filer Name
The June & Cecil Mcdole Foundation
EIN
38-3145381
Phone
2483531530
Address
40900 WOODWARD AVE SUITE 340, BLOOMFIELD HILLS, MI 48304

Signing Officer

Name
Konrad D Kohl
Title
President
Phone
2483531530
Signed
2019-06-24
Discuss with paid preparer
Yes

Preparer

Firm
Berger & Wild Pllc
Address
40900 WOODWARD AVE STE 340, BLOOMFIELD HILLS, MI 48304
Preparer
Kevin J Petras
Phone
2483531530
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2AMERICAN FUNDS INCOME FUND OF AMERIC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9MFS INTERNATIONAL VALUE FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10MIRAE EMERGING MKTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11OPPENHEIMER INTL SMALL MID CAP
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17APPLE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18AXIS CAPITAL HOLDINGS LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19BB&T CORP PERPETUAL PFD
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt25COMPASS DIV HLDGS 7.25%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt26CONTINENTAL RESOURES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt27CONSTELLATION BRANDS INCORPORATED
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt28CONTINENTAL RESOURCES INC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt30DELTA AIR LINES INCORPORATED
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt48LOCKHEED MARTIN CORP
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt50MCDONALDS CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt51METLIFE INCORPORATED
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt52MICROSOFT CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt53MOHAWK INDUSTRIES INCORPORATED
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt61PROGRESSIVE CORPORATION OHIO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt62PROPETRO HLDG CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt63PRUDENTIAL HLDG CCORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt64QWEST CORP 6.125%
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt66SERVICENOW INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt67SIEMENS A G SPONSORED
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt88MAGELLAN MIDSTREAM PARTNERS
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt98ISHARES US ETF TR IT RIGHT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt99PROSHARES S&P 500 DIV ARISTOCRATS
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IRS990PF/AddressChangeInd0X
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0117825
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt052984
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt0131310
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt04843
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt01233
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0PARTNERSHIP INCOME
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt02392
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0179277
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0131310
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0310587
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt052710
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt052710
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0184294
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0229750
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0229750
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0117825
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0117825
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-60485
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0932407
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt04843
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt04843
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0184294
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0174873
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt06000

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Filings

Displayed year

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

Open filing
Assets
$3,859,523
Liabilities
$0
Net assets
$3,859,523
Revenue
$310,587
Expenses
$371,072
Net income
-$60,485
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.37$0.00$3.37$0.41$0.42$0.01
2023Detailed filing. Detailed filing data is available for this year.$3.38$0.00$3.38$0.24$0.39$0.14
2022Detailed filing. Detailed filing data is available for this year.$3.53$0.00$3.53$0.36$0.41$0.05
2021Detailed filing. Detailed filing data is available for this year.$3.58$0.00$3.58$0.53$0.45$0.07
2020Detailed filing. Detailed filing data is available for this year.$3.50$0.00$3.50$0.16$0.36$0.20
2019Detailed filing. Detailed filing data is available for this year.$3.71$0.00$3.71$0.24$0.40$0.15
2018Detailed filing. Detailed filing data is available for this year.$3.86$0.00$3.86$0.31$0.37$0.06
2017Detailed filing. Detailed filing data is available for this year.$3.92$0.00$3.92$0.21$0.37$0.16
2016Detailed filing. Detailed filing data is available for this year.$4.08$0.00$4.08$0.17$0.37$0.20
2015Detailed filing. Detailed filing data is available for this year.$4.29$0.00$4.29$0.15$0.38$0.24
2014Detailed filing. Detailed filing data is available for this year.$4.52$0.00$4.52$0.28$0.36$0.08
2013Detailed filing. Detailed filing data is available for this year.$4.60$0.00$4.60$0.25$0.33$0.08
2012Detailed filing. Detailed filing data is available for this year.$4.69$0.00$4.69$0.36
2011Detailed filing. Detailed filing data is available for this year.$4.84$0.00$4.84$0.35