Civic Intelligence

James Monroe Memorial Foundation

990 • Fiscal year 2014 • EIN 54-0676990

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 10, 2015

Organization ProfileMonroeFoundation.org
101 W Eleventh StreetRichmond, VA 23224-2213

(804) 231-1827

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

24th percentile

0.00x

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

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Net Margin

90th percentile

45%

Higher net margin than 90% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

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.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Asset Growth

57th percentile

4.7%

Faster asset growth than 57% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

72nd percentile

20%

Faster revenue growth than 72% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$578,688

Up $25,771 (+4.7%) from 2013

Net Assets

Up

$578,688

Up $25,771 (+4.7%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue24th percentileNet Margin90th percentile

Revenue

Up

$38,282

Up $6,402 (+20%) from 2013

Expenses

Up

$21,052

Up $4,934 (+31%) from 2013

Net Income

Up

$17,230

Up $1,468 (+9.3%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

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

$800K$600K$400K$200K$0Assets 2010: $578,633Liabilities 2010: $0Net Assets 2010: $578,6332010Assets 2011: $616,036Liabilities 2011: $0Net Assets 2011: $616,0362011Assets 2012: $659,890Liabilities 2012: $0Net Assets 2012: $659,8902012Assets 2013: $552,917Liabilities 2013: $0Net Assets 2013: $552,9172013Assets 2014: $578,688Liabilities 2014: $0Net Assets 2014: $578,6882014Assets 2015: $575,827Liabilities 2015: $0Net Assets 2015: $575,8272015Assets 2016: $602,252Liabilities 2016: $0Net Assets 2016: $602,2522016Assets 2017: $441,675Liabilities 2017: $0Net Assets 2017: $441,6752017Assets 2018: $299,011Liabilities 2018: $0Net Assets 2018: $299,0112018Assets 2019: $272,145Liabilities 2019: $0Net Assets 2019: $272,1452019Assets 2020: $135,147Liabilities 2020: $0Net Assets 2020: $135,1472020Assets 2021: $118,983Liabilities 2021: $8,000Net Assets 2021: $110,9832021Assets 2022: $126,237Liabilities 2022: $0Net Assets 2022: $126,2372022Assets 2024: $191,178Liabilities 2024: $0Net Assets 2024: $191,1782024

Highlighted filing

2014

Assets$578,688
Liabilities$0
Net Assets$578,688
Open 2014 Filing

Operations Trend

Revenue Growth72nd percentile

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

$300K$200K$100K$0-$100K-$200KExpenses 2010: $22,6312010Expenses 2011: $14,8402011Revenue 2012: $35,492Expenses 2012: $18,424Net Income 2012: $17,0682012Revenue 2013: $31,880Expenses 2013: $16,118Net Income 2013: $15,7622013Revenue 2014: $38,282Expenses 2014: $21,052Net Income 2014: $17,2302014Revenue 2015: $33,270Expenses 2015: $28,144Net Income 2015: $5,1262015Revenue 2016: $31,482Expenses 2016: $20,175Net Income 2016: $11,3072016Revenue 2017: $43,079Expenses 2017: $214,461Net Income 2017: -$171,3822017Revenue 2018: $46,089Expenses 2018: $172,574Net Income 2018: -$126,4852018Revenue 2019: $29,520Expenses 2019: $72,383Net Income 2019: -$42,8632019Revenue 2020: $32,120Expenses 2020: $156,943Net Income 2020: -$124,8232020Revenue 2021: $25,733Expenses 2021: $49,898Net Income 2021: -$24,1652021Revenue 2022: $52,429Expenses 2022: $37,124Net Income 2022: $15,3052022Revenue 2024: $93,906Expenses 2024: $56,502Net Income 2024: $37,4042024

Highlighted filing

2014

Revenue$38,282
Expenses$21,052
Net Income$17,230
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 10, 2015
Return Version
2014v5.0
Gross Receipts
$38,282
Mission and Program Overview

Mission

Educational and Charitable

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$552,917$578,688▲ $25,771
Investments in Publicly Traded Securities$430,640$461,126▲ $30,486
Land, Buildings, and Equipment, Net$8,961$8,770▼ $191
Cash and Non-Interest-Bearing Accounts$5,867$1,343▼ $4,524
Total Assets$552,917$578,688▲ $25,771
Other Assets Total$107,449$107,449→ $0
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$552,917$578,688▲ $25,771
Total Liabilities and Net Assets / Fund Balance$552,917$578,688▲ $25,771

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$255$47,229$47,484
Land$8,515-$8,515
Equipment-$5,276$5,276
Other Assets Org$107,449--
Compensation and Service Providers
Top Officer Pay47th percentile

Board Members and Trustees

NameTitle
G William Thomas JrPresident
Helen Marie TaylorPresident Emeritus
Justin L LogsdonVice President
Peter Broadbent JrVice President
Antonio MonroigDirector
Deborah BrezinaDirector
Elizabeth ColoradoDirector
Leonard OberlanderDirector
Mary Ann BroadbentDirector
Patrick McSweeneyDirector
Pauline C JohnsonDirector
Dr and Mrs James LucierDirectors
Kerry JohnsonAssistant Secretary
DR and MRS ROBERT W SELLEChaplain
Arthur T BuswellSecretary
Brandon C TaylorTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,550
Program Service Revenue
$0
Investment Income
$21,946
Other Revenue
$14,786
All Other Contributions
$1,550
Change in Net Assets
$17,230
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$18,852
Grants and Similar Amounts Paid$2,200
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$9,076$500-$9,076
Occupancy$5,110--$5,110
Insurance-$2,640-$2,640
Grants to Domestic Orgs$2,200--$2,200
Conferences and Meetings$1,335--$1,335
Depreciation Depletion$191--$191
Total Functional Expenses$17,912$3,140$0$21,052
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

“The annual accounting is examined by an independant accountant. Proposed adjustments are discussed with the President and Treasurer. The form 990 is prepared and sent to the Treasurer and President for exmination. Upon approval the return is filed with the IRS. Then a copy of the return is made available to each of the board members.”

Governing documents etc available to public Part VI line 19

“A copy of form 990 is posted on a public internet web site. Copies of governing documents and tax returns are available to the public on request.”

Filing and Contact Details

Filer

Filer Name
James Monroe Memorial Foundation
EIN
54-0676990
Address
101 W Eleventh Street, Richmond, VA 23224-2213

Signing Officer

Name
Brandon C Taylor
Title
Treasurer
Phone
8042311827
Signed
2015-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
G William Thomas Jr
Formed
1947
Legal Domicile
Va
Voting Board Members
17
Independent Board Members
17
Employees
0

Preparer

Firm
Todd Ofslager Acctg & Tax Svcs Inc
Address
11718 Heathmere Crescent, Midlothian, VA 23113-2418
Preparer
Todd Ofslager
Phone
8048973420
Supplemental Narrative

Additional Explanations

Explanation of other changes in net assets or fund balances Part XI line 9

“Investment market change in investments 8,541Rounding 1 Total adjustment 8,541”

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IRS990/PYOtherRevenueAmt013200
IRS990/PYRevenuesLessExpensesAmt019374
IRS990/PYTotalExpensesAmt016118
IRS990/PYTotalRevenueAmt035492
IRS990/ReconcilationRevenueExpnssAmt017230
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt014786
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0552917
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0578688
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01550
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt05180
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt04534
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt07238
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt020417
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt021942
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt015469
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt017112
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt013954
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01846
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt070323
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt014786
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt014496
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt013200
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt014400
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt08695
IRS990ScheduleA/OtherIncome170Grp/TotalAmt065577
IRS990ScheduleA/PrivateFoundation170Ind0X
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.12380
IRS990ScheduleA/PublicSupportPY170Pct00.19000
IRS990ScheduleA/PublicSupportTotal170Amt020417
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01550
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01915
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt05180
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt04534
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt07238
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt020417
IRS990ScheduleA/TotalSupportAmt0164858
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearAmt08541
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt08541
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleC/DirectContactLegislatorsInd0false
IRS990ScheduleC/GrantsOtherOrganizationsInd0false
IRS990ScheduleC/MailingsMembersInd0false
IRS990ScheduleC/MediaAdvertisementsInd0false
IRS990ScheduleC/NotDescribedSection501c3Ind0false
IRS990ScheduleC/OtherActivitiesInd0false
IRS990ScheduleC/PaidStaffOrManagementInd0false
IRS990ScheduleC/PublicationsOrBroadcastInd0false
IRS990ScheduleC/RalliesDemonstrationsInd0false
IRS990ScheduleC/VolunteersInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0255
IRS990ScheduleD/BuildingsGrp/DepreciationAmt047229
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt047484
IRS990ScheduleD/CollectionUsedPreservationInd0X
IRS990ScheduleD/CollectionUsedPubExhibitionInd0X
IRS990ScheduleD/CollUsedLoanOrExchProgInd0X
IRS990ScheduleD/CollUsedScholarlyRsrchInd0X
IRS990ScheduleD/EquipmentGrp/DepreciationAmt05276
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt05276
IRS990ScheduleD/LandGrp/BookValueAmt08515
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt08515
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0107449
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0Manuscripts
IRS990ScheduleD/TotalBookValueLandBuildingsAmt08770
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0107449
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The annual accounting is examined by an independant accountant. Proposed adjustments are discussed with the President and Treasurer. The form 990 is prepared and sent to the Treasurer and President for exmination. Upon approval the return is filed with the IRS. Then a copy of the return is made available to each of the board members.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A copy of form 990 is posted on a public internet web site. Copies of governing documents and tax returns are available to the public on request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Investment market change in investments 8,541Rounding 1 Total adjustment 8,541
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Explanation of other changes in net assets or fund balances Part XI line 9
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0VA
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt0578688
IRS990/TotalAssetsGrp/BOYAmt0552917
IRS990/TotalAssetsGrp/EOYAmt0578688
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt01550
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt03140
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt017912
IRS990/TotalFunctionalExpensesGrp/TotalAmt021052
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0552917
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0578688
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt017912
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt036732
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt038282
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0552917
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0578688
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt017
IRS990/VotingMembersIndependentCnt017
IRS990/WebsiteAddressTxt0MonroeFoundation.org
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Brandon C Taylor
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum08042311827

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$578,688
Liabilities
$0
Net assets
$578,688
Revenue
$38,282
Expenses
$21,052
Net income
$17,230
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.91$0.00$1.91$0.94$0.57$0.37
2022Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.52$0.37$0.15
2021Detailed filing. Detailed filing data is available for this year.$1.19$0.08$1.11$0.26$0.50$0.24
2020Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.32$1.57$1.25
2019Detailed filing. Detailed filing data is available for this year.$2.72$0.00$2.72$0.30$0.72$0.43
2018Detailed filing. Detailed filing data is available for this year.$2.99$0.00$2.99$0.46$1.73$1.26
2017Detailed filing. Detailed filing data is available for this year.$4.42$0.00$4.42$0.43$2.14$1.71
2016Detailed filing. Detailed filing data is available for this year.$6.02$0.00$6.02$0.31$0.20$0.11
2015Detailed filing. Detailed filing data is available for this year.$5.76$0.00$5.76$0.33$0.28$0.05
2014Detailed filing. Detailed filing data is available for this year.$5.79$0.00$5.79$0.38$0.21$0.17
2013Detailed filing. Detailed filing data is available for this year.$5.53$0.00$5.53$0.32$0.16$0.16
2012Summary only. Only limited summary data is available for this year.$6.60$0.00$6.60$0.35$0.18$0.17
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.16$0.00$6.16$0.15
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.79$0.00$5.79$0.23