Civic Intelligence

James Monroe Memorial Foundation

990 • Fiscal year 2018 • EIN 54-0676990

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 12, 2019

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

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

2nd percentile

-274%

Higher net margin than 2% 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

14th percentile

-32%

Faster asset growth than 14% of similar nonprofits.

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

Revenue Growth

59th percentile

7.0%

Faster revenue growth than 59% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$299,011

Down $142,664 (-32%) from 2017

Net Assets

Down

$299,011

Down $142,664 (-32%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin2nd percentile

Revenue

Up

$46,089

Up $3,010 (+7.0%) from 2017

Expenses

Down

$172,574

Down $41,887 (-20%) from 2017

Net Income

Up

-$126,485

Up $44,897 (+26%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth14th 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

2018

Assets$299,011
Liabilities$0
Net Assets$299,011
Open 2018 Filing

Operations Trend

Revenue Growth59th 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

2018

Revenue$46,089
Expenses$172,574
Net Income-$126,485
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 12, 2019
Return Version
2018v3.1
Gross Receipts
$46,089
Mission and Program Overview

Mission

Educational and Charitable

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$441,675$299,011▼ $142,664
Investments in Publicly Traded Securities$310,778$164,666▼ $146,112
Cash and Non-Interest-Bearing Accounts$14,933$16,881▲ $1,948
Land, Buildings, and Equipment, Net$8,515$10,015▲ $1,500
Total Assets$441,675$299,011▼ $142,664
Other Assets Total$107,449$107,449→ $0
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$441,675$299,011▼ $142,664
Total Liabilities and Net Assets / Fund Balance$441,675$299,011▼ $142,664

Asset Categories

AssetBook ValueDepreciationBasis
Buildings-$47,484$47,484
Land$8,515-$8,515
Equipment-$5,276$5,276
Other Land Buildings$1,500-$1,500
Other Assets Org$107,449--
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

NameTitle
Helen M TaylorChairman Emeritus
George W Thomas JrPresident
Justin L LogsdonVice President
Peter Broadbent JrVice President and General Co
Alexander RawlesTrustee
Antonio MonroigTrustee
Deborah BrezinaTrustee
Elizabeth ColoradoTrustee
James LucierTrustee
Mary A BroadbentTrustee
Mary G LucierTrustee
Patrick McSweeneyTrustee
Gregory BurkettAssistant Chaplain
Kerry JohnsonAssistant Secretary
Art BuswellSecretary
Brandon C TaylorTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$22,879
Program Service Revenue
$0
Investment Income
$8,404
Other Revenue
$14,806
All Other Contributions
$22,879
Change in Net Assets
$-126,485
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$172,574
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$3,600--$3,600
Insurance-$2,691-$2,691
Other Expenses$1,995--$1,995
Fees for Services Accounting-$685-$685
Conferences and Meetings$200--$200
Information Technology-$137-$137
Total Functional Expenses$169,061$3,513$0$172,574
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
Subject to proxy tax
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
George W Thomas JR
Title
President
Phone
8042311827
Signed
2019-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
George W Thomas Jr
Formed
1947
Legal Domicile
Va
Voting Board Members
16
Independent Board Members
16
Employees
0

Preparer

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

Additional Explanations

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

“Rounding -2”

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IRS990/OtherExpensesGrp/TotalAmt1162510
IRS990/OtherExpensesGrp/TotalAmt21995
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0George W Thomas Jr
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt016450
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt010793
IRS990/PYOtherExpensesAmt0214461
IRS990/PYOtherRevenueAmt015836
IRS990/PYRevenuesLessExpensesAmt0-171382
IRS990/PYTotalExpensesAmt0214461
IRS990/PYTotalRevenueAmt043079
IRS990/ReconcilationRevenueExpnssAmt0-126485
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt014806
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0441675
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0299011
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt022879
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt016450
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02925
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt05423
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01550
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt049227
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt08404
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt010793
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt013032
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt012719
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt021942
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt066890
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt014806
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt015836
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt015525
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt015128
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt014786
IRS990ScheduleA/OtherIncome170Grp/TotalAmt076081
IRS990ScheduleA/PrivateFoundation170Ind0X
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.24520
IRS990ScheduleA/PublicSupportPY170Pct00.15150
IRS990ScheduleA/PublicSupportTotal170Amt049227
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt022879
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt016450
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt02925
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt05423
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01550
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt049227
IRS990ScheduleA/TotalSupportAmt0200739
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus4YearsAmt08541
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/DepreciationAmt047484
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/OtherLandBuildingsGrp/BookValueAmt01500
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt01500
IRS990ScheduleD/TotalBookValueLandBuildingsAmt010015
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/ExplanationTxt2Rounding -2
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
IRS990/SchoolOperatingInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0VA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0441675
IRS990/TotalAssetsEOYAmt0299011
IRS990/TotalAssetsGrp/BOYAmt0441675
IRS990/TotalAssetsGrp/EOYAmt0299011
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt022879
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt03513
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0169061
IRS990/TotalFunctionalExpensesGrp/TotalAmt0172574
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0441675
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0299011
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0169061
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt08404
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt014806
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt046089
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0441675
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0299011
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$299,011
Liabilities
$0
Net assets
$299,011
Revenue
$46,089
Expenses
$172,574
Net income
-$126,485
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