Civic Intelligence

Jhm Roddy Family Foundation

EIN 47-6401512 • Englewood, CO

Pub. 78 Eligible
19 Mockingbird LaneEnglewood, CO 80113
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

9th percentile

-52%

Higher net margin than 9% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

26th percentile

-3.4%

Faster asset growth than 26% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

3rd percentile

-76%

Faster revenue growth than 3% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Down

$1,060,266

Down $37,213 (-3.4%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$1,060,266

Down $37,213 (-3.4%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin9th percentile

Revenue

Down

$86,340

Down $277,484 (-76%) from 2023

Expenses

Down

$131,246

Down $11,027 (-7.8%) from 2023

Net Income

Down

-$44,906

Down $266,457 (-120%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth26th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2014: $301,807Liabilities 2014: $02014Assets 2015: $312,061Liabilities 2015: $02015Assets 2016: $574,768Liabilities 2016: $0Net Assets 2016: $574,7682016Assets 2017: $852,174Liabilities 2017: $0Net Assets 2017: $852,1742017Assets 2018: $882,566Liabilities 2018: $0Net Assets 2018: $882,5662018Assets 2019: $914,091Liabilities 2019: $0Net Assets 2019: $914,0912019Assets 2020: $914,350Liabilities 2020: $0Net Assets 2020: $914,3502020Assets 2021: $914,029Liabilities 2021: $850Net Assets 2021: $913,1792021Assets 2022: $881,966Liabilities 2022: $0Net Assets 2022: $881,9662022Assets 2023: $1,097,479Liabilities 2023: $0Net Assets 2023: $1,097,4792023Assets 2024: $1,060,266Liabilities 2024: $0Net Assets 2024: $1,060,2662024

Highlighted filing

2024

Assets$1,060,266
Liabilities$0
Net Assets$1,060,266
Open 2024 Filing

Operations Trend

Revenue Growth3rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$200K$0-$200KRevenue 2014: $303,026Expenses 2014: $1,219Net Income 2014: $301,8072014Revenue 2015: $16,790Expenses 2015: $6,536Net Income 2015: $10,2542015Revenue 2016: $278,119Expenses 2016: $15,412Net Income 2016: $262,7072016Revenue 2017: $302,116Expenses 2017: $24,710Net Income 2017: $277,4062017Revenue 2018: $63,338Expenses 2018: $32,946Net Income 2018: $30,3922018Revenue 2019: $61,085Expenses 2019: $42,568Net Income 2019: $18,5172019Revenue 2020: $42,145Expenses 2020: $46,581Net Income 2020: -$4,4362020Revenue 2021: $54,633Expenses 2021: $48,045Net Income 2021: $6,5882021Revenue 2022: $50,784Expenses 2022: $47,464Net Income 2022: $3,3202022Revenue 2023: $363,824Expenses 2023: $142,273Net Income 2023: $221,5512023Revenue 2024: $86,340Expenses 2024: $131,246Net Income 2024: -$44,9062024

Highlighted filing

2024

Revenue$86,340
Expenses$131,246
Net Income-$44,906
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,060,266
Liabilities
$0
Net assets
$1,060,266
Revenue
$86,340
Expenses
$131,246
Net income
-$44,906
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.09$0.13$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.36$0.14$0.22
2022Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.05$0.05$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.05$0.05$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.04$0.05$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.06$0.04$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.06$0.03$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.30$0.02$0.28
2016Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$0.28$0.02$0.26
2015Summary only. Only limited summary data is available for this year.$0.31$0.00$0.02$0.01$0.01
2014Summary only. Only limited summary data is available for this year.$0.30$0.00$0.30$0.00$0.30
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 22, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOSEPH RODDYTrustee-$0--
CAROL RODDYTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Jhm Roddy Family Foundation
EIN
47-6401512
Phone
3032231135
Address
19 MOCKINGBIRD LANE, ENGLEWOOD, CO 80113

Signing Officer

Name
Joseph Roddy
Title
Trustee
Phone
3032231135
Signed
2025-10-22
Discuss with paid preparer
Yes

Preparer

Firm
Plante & Moran Pllc
Address
8181 E TUFTS AVE SUITE 600, DENVER, CO 80237
Preparer
Eric W Stutz
Phone
3037409400
Raw XML Appendix343 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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IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0JOSEPH RODDY
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1CAROL RODDY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt015000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt25000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt310000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0FARMING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0PROJECT HORSESHOE FARM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1THE ABBEY OF NEW CLAIRVAUX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2THE BAYLOR FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3MEPKIN ABBEY CATHOLIC CONFERENCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01202 MAIN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 80
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2171 BAYLOR SCHOOL RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31098 MEPKIN ABBEY RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0GREENSBORO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1VINA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2CHATTANOOGA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3MONCKS CORNER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3SC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd036744
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd196092
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd237405
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd329461
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0130000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt045431
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt045431
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt046616
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0131185
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt084569
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt046616
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0130000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt084569
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0131185
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt046616
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0PASSTHROUGH SECTION 212 EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0122
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0122
OtherIncreasesSchedule/OtherIncreasesDetail/Amt07693
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAIN/LOSS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt010
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0OTHER FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt010
TaxesSchedule/TaxesDetail/Amt0920
TaxesSchedule/TaxesDetail/Amt1140
TaxesSchedule/TaxesDetail/Amt254
TaxesSchedule/TaxesDetail/CategoryTxt02024 ESTIMATED TAX
TaxesSchedule/TaxesDetail/CategoryTxt12023 EXCISE TAX DUE
TaxesSchedule/TaxesDetail/CategoryTxt2OTHER TAX DUE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt20
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSEPH RODDY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03032231135
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JHM RODDY FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JHMR
ReturnHeader/Filer/EIN0476401512
ReturnHeader/Filer/PhoneNum03032231135
ReturnHeader/Filer/USAddress/AddressLine1Txt019 MOCKINGBIRD LANE
ReturnHeader/Filer/USAddress/CityNm0ENGLEWOOD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd080113
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0331498605
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PLANTE & MORAN PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08181 E TUFTS AVE SUITE 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DENVER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd080237
ReturnHeader/PreparerPersonGrp/PhoneNum03037409400
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ERIC W STUTZ
ReturnHeader/ReturnTs02025-10-23T16:11:18-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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