Civic Intelligence

J M Mcdonald Foundation Inc.

990PF • Fiscal year 2014 • EIN 47-1431059

Jan 01, 2014 to Dec 31, 2014 • Filed on Jun 04, 2015

Foundation Source 501 Silverside RdSuite 123Wilmington, DE 19809-1377

(800) 839-1754

Siviq Scores

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

Liabilities / Assets

16th percentile

0.00x

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

2014 filings • $10M-$25M nonprofits • Source year 2014

Liabilities / Revenue

16th percentile

0.00x

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

2014 filings • $10M-$25M nonprofits • Source year 2014

Net Margin

87th percentile

47%

Higher net margin than 87% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Source year 2014

Top Officer Pay

18th percentile

$0

Higher top officer pay than 18% of similar nonprofits.

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

2014 filings • $10M-$25M nonprofits • Source year 2014

Asset Growth

63rd percentile

6.1%

Faster asset growth than 63% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Annualized from 2013 to 2014

Revenue Growth

76th percentile

23%

Faster revenue growth than 76% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Annualized from 2013 to 2014

Assets

Up

$21,633,881

Up $1,237,994 (+6.1%) from 2013

Net Assets

Up

$21,633,881

Up $1,237,994 (+6.1%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Up

$2,610,158

Up $482,707 (+23%) from 2013

Expenses

Up

$1,372,164

Up $87,923 (+6.8%) from 2013

Net Income

Up

$1,237,994

Up $394,784 (+47%) from 2013

Historical Trend

Balance Sheet Trend

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

$40M$30M$20M$10M$0Assets 2011: $18,957,201Liabilities 2011: $02011Assets 2012: $19,552,677Liabilities 2012: $0Net Assets 2012: $19,552,6772012Assets 2013: $20,395,887Liabilities 2013: $0Net Assets 2013: $20,395,8872013Assets 2014: $21,633,881Liabilities 2014: $0Net Assets 2014: $21,633,8812014Assets 2015: $21,762,537Liabilities 2015: $0Net Assets 2015: $21,762,5372015Assets 2016: $21,125,360Liabilities 2016: $0Net Assets 2016: $21,125,3602016Assets 2017: $21,848,477Liabilities 2017: $0Net Assets 2017: $21,848,4772017Assets 2018: $22,677,856Liabilities 2018: $0Net Assets 2018: $22,677,8562018Assets 2019: $22,331,695Liabilities 2019: $0Net Assets 2019: $22,331,6952019Assets 2020: $26,131,685Liabilities 2020: $0Net Assets 2020: $26,131,6852020Assets 2021: $30,196,848Liabilities 2021: $0Net Assets 2021: $30,196,8482021Assets 2022: $30,434,100Liabilities 2022: $0Net Assets 2022: $30,434,1002022Assets 2023: $29,396,515Liabilities 2023: $0Net Assets 2023: $29,396,5152023Assets 2024: $29,759,444Liabilities 2024: $0Net Assets 2024: $29,759,4442024

Highlighted filing

2014

Assets$21,633,881
Liabilities$0
Net Assets$21,633,881

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $882,660Expenses 2011: $1,172,313Net Income 2011: -$289,6532011Expenses 2012: $1,274,2232012Revenue 2013: $2,127,451Expenses 2013: $1,284,241Net Income 2013: $843,2102013Revenue 2014: $2,610,158Expenses 2014: $1,372,164Net Income 2014: $1,237,9942014Revenue 2015: $1,571,429Expenses 2015: $1,442,773Net Income 2015: $128,6562015Revenue 2016: $717,705Expenses 2016: $1,354,882Net Income 2016: -$637,1772016Revenue 2017: $2,164,338Expenses 2017: $1,441,221Net Income 2017: $723,1172017Revenue 2018: $2,400,769Expenses 2018: $1,571,390Net Income 2018: $829,3792018Revenue 2019: $1,107,978Expenses 2019: $1,454,139Net Income 2019: -$346,1612019Revenue 2020: $5,629,135Expenses 2020: $1,831,145Net Income 2020: $3,797,9902020Revenue 2021: $5,869,116Expenses 2021: $1,808,953Net Income 2021: $4,060,1632021Revenue 2022: $1,989,678Expenses 2022: $1,752,426Net Income 2022: $237,2522022Revenue 2023: $751,308Expenses 2023: $1,791,503Net Income 2023: -$1,040,1952023Revenue 2024: $2,165,535Expenses 2024: $1,802,596Net Income 2024: $362,9392024

Highlighted filing

2014

Revenue$2,610,158
Expenses$1,372,164
Net Income$1,237,994
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jun 4, 2015
Return Version
2014v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dana AmundsonDirector / Sec-$0--
Donald C Berry JrDirector / Treas-$0--
Pamela CriswellDirector-$0--
Donald R McJunkinPres / DirectorPT$0--
Nancy J PalmerVP / Director-$0--
Scott Michael PalmerDirector-$0--
Janet E StantonVP / Director / Sec*-$0--
Filing and Contact Details

Filer

Filer Name
JM McDonald Foundation Inc
EIN
47-1431059
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Suite 123, Wilmington, DE 19809-1377

Signing Officer

Name
donald r mcjunkin
Title
president
Phone
8008391754
Signed
2015-06-04
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
One Hollow Ln Ste 212, Lake Success, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8987213
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt90392000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9157552
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9APPLE INC.
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11CAMERON INTERNATIONAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12CATAMARAN CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15COMCAST CORP CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16CONOCOPHILLIPS
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22EBAY INC.
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24EMC CORP-MASS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25EOG RESOURCES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26EQUITY COMMONWEALTH
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28EXPRESS SCRIPTS HOLDING CO.
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30GANNETT CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31GENERAL ELECTRIC CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32GENTEX CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33GOLDMAN SACHS GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34GOOGLE INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35GOOGLE INC CL C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36HEALTH CARE REIT INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37HESS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38HOME DEPOT INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39ILLINOIS TOOL WORKS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40INTEL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42JOY GLOBAL INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43JUNIPER NETWORKS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44LENNAR CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45LIBERTY GLOBAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46LULULEMON ATHLETICA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47MANNING & NAPIER EMERGING MARK
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54MFO EXETER FD INC MD INTL SER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55MIDDLEBY CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56MONSANTO CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57MWI VETERINARY SUPPLY, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58NESTLE S.A.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59NOBLE ENERGY INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60NOVO NORDISK A S
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61ORACLE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62PEABODY ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63POPULAR, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64PRICELINE.COM INCORPORATED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65PROLOGIS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66RANGE RESOURCES CORP DEL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67REALOGY HOLDINGS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68SANOFI-AVENTIS SPONSORED ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69SCHLUMBERGER LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70SINCLARI BROADCAST GROUP INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72STARBUCKS CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73STARZ
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74THE HAIN CELESTIAL GROUP, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75THE MOSAIC CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76TOLL BROTHERS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77TRIBUNE COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78TRIPADVISOR LLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79TWENTY-FIRST CENTURY, FOX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80UNILEVER PLC AMER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81UNION PACIFIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82VENTAS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83VERIFONE SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85VIACOM INC. CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86VISA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87WALT DISNEY HOLDINGS CO.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88WEATHERFORD INTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89WEYERHAEUSER CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90WISDOMTREE INVTS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91YUM BRANDS INC
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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$29.8$0.00$29.8$2.17$1.80$0.36
2023Detailed filing. Detailed filing data is available for this year.$29.4$0.00$29.4$0.75$1.79$1.04
2022Detailed filing. Detailed filing data is available for this year.$30.4$0.00$30.4$1.99$1.75$0.24
2021Detailed filing. Detailed filing data is available for this year.$30.2$0.00$30.2$5.87$1.81$4.06
2020Detailed filing. Detailed filing data is available for this year.$26.1$0.00$26.1$5.63$1.83$3.80
2019Detailed filing. Detailed filing data is available for this year.$22.3$0.00$22.3$1.11$1.45$0.35
2018Detailed filing. Detailed filing data is available for this year.$22.7$0.00$22.7$2.40$1.57$0.83
2017Detailed filing. Detailed filing data is available for this year.$21.8$0.00$21.8$2.16$1.44$0.72
2016Detailed filing. Detailed filing data is available for this year.$21.1$0.00$21.1$0.72$1.35$0.64
2015Detailed filing. Detailed filing data is available for this year.$21.8$0.00$21.8$1.57$1.44$0.13
2014Detailed filing. Detailed filing data is available for this year.$21.6$0.00$21.6$2.61$1.37$1.24
2013Detailed filing. Detailed filing data is available for this year.$20.4$0.00$20.4$2.13$1.28$0.84
2012Detailed filing. Detailed filing data is available for this year.$19.6$0.00$19.6$1.27
2011Summary only. Only limited summary data is available for this year.$19.0$0.00$0.88$1.17$0.29