Civic Intelligence

The Jeffrey a Mclean Foundation Inc

990EZ • Fiscal year 2018 • EIN 47-2016741

Jan 01, 2018 to Dec 31, 2018 • Filed on Oct 10, 2019

Organization ProfileN/A
PO Box 1023West Point, VA 23181

(585) 944-0973

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

69th percentile

14%

Higher net margin than 69% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

96th percentile

265%

Faster asset growth than 96% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

16th percentile

-32%

Faster revenue growth than 16% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$2,615

Up $1,898 (+265%) from 2017

Net Assets

Up

$2,615

Up $1,898 (+265%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin69th percentile

Revenue

Down

$31,265

Down $14,935 (-32%) from 2017

Expenses

Down

$26,969

Down $27,264 (-50%) from 2017

Net Income

Up

$4,296

Up $12,329 (+153%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth96th percentile

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

$150K$100K$50K$0Assets 2014: $100,866Liabilities 2014: $02014Assets 2015: $72,402Liabilities 2015: $02015Assets 2017: $717Liabilities 2017: $0Net Assets 2017: $7172017Assets 2018: $2,615Liabilities 2018: $0Net Assets 2018: $2,6152018Assets 2019: $813Liabilities 2019: $0Net Assets 2019: $8132019Assets 2020: $757Liabilities 2020: $0Net Assets 2020: $7572020

Highlighted filing

2018

Assets$2,615
Liabilities$0
Net Assets$2,615
Open 2018 Filing

Operations Trend

Revenue Growth16th percentile

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

$150K$100K$50K$0-$50KRevenue 2014: $109,280Expenses 2014: $8,414Net Income 2014: $100,8662014Revenue 2015: $27,295Expenses 2015: $19,759Net Income 2015: $7,5362015Revenue 2017: $46,200Expenses 2017: $54,233Net Income 2017: -$8,0332017Revenue 2018: $31,265Expenses 2018: $26,969Net Income 2018: $4,2962018Revenue 2019: $2,240Expenses 2019: $4,042Net Income 2019: -$1,8022019Revenue 2020: $266Expenses 2020: $622Net Income 2020: -$3562020

Highlighted filing

2018

Revenue$31,265
Expenses$26,969
Net Income$4,296
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Oct 10, 2019
Return Version
2018v3.1
Gross Receipts
$31,265
Mission and Program Overview

Mission

Educational Internships

Program Services

DescriptionGrantsExpenses
Provide scholarships to economically challenged college students to participate in low-paid or unpaid internships$22,500$22,500
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Donna ShepherdPresidentFT$0--
John WeberSecretaryPT$0--
Susan Tanner CummingsTreasurerPT$0--
Justin SchallBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
The Jeffrey A McLean Foundation Inc
EIN
47-2016741
Phone
5859440973
Address
PO Box 1023, West Point, VA 23181

Signing Officer

Name
Donna Shepherd
Title
President
Signed
2019-10-10
Discuss with paid preparer
Yes

Preparer

Firm
Watson Mowry Pc
Address
5372 Discovery Park Blvd Ste 103, Williamsburg, VA 23188
Preparer
Jodi W Mowry
Phone
7576454863
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“| Donee's Name: Belen loza | Cash Amount Given: $9000”

Grants and Similar Amounts Paid In Excess of $5,000.2

“| Donee's Name: Bryan Swartz | Cash Amount Given: $6000”

Other Expenses.1002

“Office Expenses $102”

Other Expenses.1

“Fundraising Fees $3178”

Other Expenses.2

“Merchant Fees $190”

Other Expenses.3

“Bank Fees $99”

Other Expenses.4

“Registration $50”

Raw XML Appendix152 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PersonNm0The Corporation
IRS990EZ/BooksInCareOfDetail/PhoneNum05859440973
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 1023
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0West Point
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd023181
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0719
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt02615
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt031265
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt04296
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0850
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0719
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IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt022500
IRS990EZ/GrossReceiptsAmt031265
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Donna Shepherd
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1John Weber
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Susan Tanner Cummings
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Justin Schall
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Board Member
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-2400
IRS990EZ/OtherExpensesTotalAmt03619
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Educational Internships
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provide scholarships to economically challenged college students to participate in low-paid or unpaid internships
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt022500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt022500
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt026969
IRS990EZ/TotalProgramServiceExpensesAmt022500
IRS990EZ/TotalRevenueAmt031265
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt031265
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt046200
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt08095
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt025841
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0111401
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0111401
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt031265
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt046200
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt08095
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt025841
IRS990ScheduleA/Total509Grp/TotalAmt0111401
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt031265
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt046200
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt08095
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt025841
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0111401
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: Belen loza | Cash Amount Given: $9000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Donee's Name: Bryan Swartz | Cash Amount Given: $6000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Office Expenses $102
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Fundraising Fees $3178
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Merchant Fees $190
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Bank Fees $99
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Registration $50
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Grants and Similar Amounts Paid In Excess of $5,000.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Donna Shepherd
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Jeffrey A McLean Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0JEFF
ReturnHeader/Filer/EIN0472016741
ReturnHeader/Filer/PhoneNum05859440973
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 1023
ReturnHeader/Filer/USAddress/CityNm0West Point
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd023181
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0272583006
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WATSON MOWRY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05372 Discovery Park Blvd Ste 103
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Williamsburg
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd023188
ReturnHeader/PreparerPersonGrp/PhoneNum07576454863
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jodi W Mowry
ReturnHeader/ReturnTs02019-10-10T11:40:04-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$2,615
Liabilities
$0
Net assets
$2,615
Revenue
$31,265
Expenses
$26,969
Net income
$4,296
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.00$0.01$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.02$0.04$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$0.31$0.27$0.04
2017Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.46$0.54$0.08
2015Summary only. Only limited summary data is available for this year.$0.72$0.00$0.27$0.20$0.08
2014Summary only. Only limited summary data is available for this year.$1.01$0.00$1.09$0.08$1.01