Civic Intelligence

Commonwealth Community Trust Endowment Fund

990 • Fiscal year 2021 • EIN 54-1565250

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 10, 2022

Organization ProfileWWW.COMMONWEALTHCOMMUNITYTRUST.ORG

View Organization Page

PO Box 29408Richmond, VA 23242

(804) 740-6930

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.00x

Higher debt load relative to assets than 23% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

22nd percentile

0.00x

Higher debt load relative to revenue than 22% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

36th percentile

5.1%

Higher net margin than 36% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

90th percentile

$195,585

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 10.5% of source-year revenue.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

33rd percentile

2.2%

Faster asset growth than 33% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

28th percentile

-2.7%

Faster revenue growth than 28% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Up

$3,333,150

Up $70,410 (+2.2%) from 2020

Net Assets

Up

$3,324,608

Up $211,142 (+6.8%) from 2020

Liabilities

Down

$8,542

Down $140,732 (-94%) from 2020

Revenue And Expenses
Liabilities / Revenue22nd percentileNet Margin36th percentile

Revenue

Down

$1,860,276

Down $52,409 (-2.7%) from 2020

Expenses

Up

$1,765,213

Up $241,632 (+16%) from 2020

Net Income

Down

$95,063

Down $294,041 (-76%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $906,858Liabilities 2010: $3,291Net Assets 2010: $903,5672010Assets 2011: $1,074,741Liabilities 2011: $4,352Net Assets 2011: $1,070,3892011Assets 2012: $1,348,814Liabilities 2012: $35,119Net Assets 2012: $1,313,6952012Assets 2013: $1,458,862Liabilities 2013: $26,480Net Assets 2013: $1,432,3822013Assets 2014: $1,479,992Liabilities 2014: $3,089Net Assets 2014: $1,476,9032014Assets 2015: $1,787,220Liabilities 2015: $97,052Net Assets 2015: $1,690,1682015Assets 2016: $1,877,294Liabilities 2016: $3,525Net Assets 2016: $1,873,7692016Assets 2017: $2,300,522Liabilities 2017: $7,509Net Assets 2017: $2,293,0132017Assets 2018: $2,301,609Liabilities 2018: $16,193Net Assets 2018: $2,285,4162018Assets 2019: $2,819,926Liabilities 2019: $9,597Net Assets 2019: $2,810,3292019Assets 2020: $3,262,740Liabilities 2020: $149,274Net Assets 2020: $3,113,4662020Assets 2021: $3,333,150Liabilities 2021: $8,542Net Assets 2021: $3,324,6082021Assets 2022: $2,873,556Liabilities 2022: $210,457Net Assets 2022: $2,663,0992022Assets 2023: $3,323,305Liabilities 2023: $253,358Net Assets 2023: $3,069,9472023Assets 2024: $3,513,786Liabilities 2024: $123,719Net Assets 2024: $3,390,0672024

Highlighted filing

2021

Assets$3,333,150
Liabilities$8,542
Net Assets$3,324,608
Open 2021 Filing

Operations Trend

Revenue Growth28th percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $257,7042010Expenses 2011: $295,0652011Expenses 2012: $335,8742012Revenue 2013: $505,682Expenses 2013: $467,389Net Income 2013: $38,2932013Revenue 2014: $493,522Expenses 2014: $470,128Net Income 2014: $23,3942014Revenue 2015: $791,647Expenses 2015: $523,236Net Income 2015: $268,4112015Revenue 2016: $751,958Expenses 2016: $624,929Net Income 2016: $127,0292016Revenue 2017: $909,614Expenses 2017: $657,693Net Income 2017: $251,9212017Revenue 2018: $1,006,305Expenses 2018: $870,137Net Income 2018: $136,1682018Revenue 2019: $1,252,175Expenses 2019: $988,789Net Income 2019: $263,3862019Revenue 2020: $1,912,685Expenses 2020: $1,523,581Net Income 2020: $389,1042020Revenue 2021: $1,860,276Expenses 2021: $1,765,213Net Income 2021: $95,0632021Revenue 2022: $2,022,631Expenses 2022: $2,291,366Net Income 2022: -$268,7352022Revenue 2023: $2,966,400Expenses 2023: $2,752,941Net Income 2023: $213,4592023Revenue 2024: $3,056,588Expenses 2024: $2,910,897Net Income 2024: $145,6912024

Highlighted filing

2021

Revenue$1,860,276
Expenses$1,765,213
Net Income$95,063
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 10, 2022
Return Version
2021v4.0
Gross Receipts
$2,386,499
Mission and Program Overview

Mission

To provide people with special needs who live throughout the united states and their families a convenient, cost-effective framework for the administration of pooled special needs trusts that supplement government entitlement programs such as supplemental security income (ssi) and medicaid. To educate families, people with special needs, and professionals about the benefits of a special need trust. To award individuals with special needs who reside in virginia and demonstrate a financial need with a monetary grant to be used for services, medication, and/or equipment through cct's charitable fund award program.

To provide people with special needs who live throughout the united states and their families a convenient, cost-effective framework for the administration of pooled special needs trusts that supplement government entitlement programs such as supplemental security income (ssi) and medicaid. To educate families, people with special needs, and professionals about the benefits of a pooled special needs trust. To award individuals with special needs who reside in virginia and demonstrate a financial need with a monetary grant to be used for services and/or equipment through cct's charitable fund award program.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,378,418$2,519,705▲ $141,287
Cash and Non-Interest-Bearing Accounts$210,261$413,958▲ $203,697
Land, Buildings, and Equipment, Net$246,781$240,588▼ $6,193
Savings and Temporary Cash Investments$407,188$137,187▼ $270,001
Prepaid Expenses and Deferred Charges$10,909$10,936▲ $27
Accounts Receivable$300$3,000▲ $2,700
Total Assets$3,262,740$3,333,150▲ $70,410
Other Assets Total$8,883$7,776▼ $1,107
Liabilities
Other Liabilities$113,295--
Accounts Payable and Accrued Expenses$35,979$8,542▼ $27,437
Total Liabilities$149,274$8,542▼ $140,732
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,113,441$3,324,608▲ $211,167
Net Assets With Donor Restrictions$25--
Total Net Assets Fund Balance$3,113,466$3,324,608▲ $211,142
Total Liabilities and Net Assets / Fund Balance$3,262,740$3,333,150▲ $70,410

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$240,588$69,496$310,084
Compensation and Service Providers
Top Officer Pay90th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Joanne MarcusPresident/ceFT$186,841$8,744$195,585
Joanne MarcusPresident/CEO-$155,192$40,393$195,585
Karen KonvickaDirector Client SFT$106,677$4,087$110,764

Board Members and Trustees

NameTitle
Stephanie E Grana EsqPresident
Alexandra Badman EsqMember
B Bailey Liipfert Iii CelaMember
Bagley Reid CPAMember
Cheryl Page Cfa CfpMember
Craig Davis EsqMember
David C Acree CPAMember
James HouleMember
Lateshia G Brown LcswMember
Marian Millikan CPAMember
Matthew J Buckley Cfp CftaMember
Peter W Tomasch CfpMember
Pierre Greene MbaMember
Richard Kunz MdMember
Sean Rutherford CPAMember
Sean RyanMember
Stephen D Burns EsqMember
J Penn Crawford EsqPast-preside
Susanna B Jones EsqSecretary
Stephen Kimberlin CPATreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,061,337
Program Service Revenue
$649,883
Investment Income
$149,056
Other Revenue
$0
All Other Contributions
$902,592
Change in Net Assets
$95,063

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,851,330
Revenue Not Reported on Financial Statements
$8,946
Revenue Not Reported on Form 990
$116,079
Total Revenue per Audited Statements
$1,967,409
Total Revenue per Form 990
$1,860,276
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,140,292
Other Expenses$502,186
Grants and Similar Amounts Paid$122,735
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$638,015$159,504-$797,519
Current Officers, Directors, Trustees, and Key Employees$156,468$39,117-$195,585
Grants to Domestic Individuals$122,735--$122,735
Occupancy$104,518$18,179-$122,697
Information Technology$93,460$9,052-$102,512
Payroll Taxes$61,795$15,449-$77,244
Office Expenses$52,864$5,679-$58,543
Other Employee Benefits$38,061$9,515-$47,576
Advertising$40,311--$40,311
Depreciation Depletion$27,096$4,411-$31,507
Conferences and Meetings$30,267--$30,267
Insurance-$29,731-$29,731
Pension Plan Contributions$17,895$4,473-$22,368
Fees for Services Other-$21,276-$21,276
Travel$15,330--$15,330
Fees for Services Legal-$10,660-$10,660
Fees for Service Investment Mgmnt Fees-$8,946-$8,946
Fees for Services Accounting-$1,840-$1,840
Other Expenses$2,792$1,247-$1,247
All Other Expenses$706$105-$811
Total Functional Expenses$1,414,830$350,383$0$1,765,213

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,765,213
Expenses per Audited Statements$1,756,267
Total Expenses per Audited Statements$1,756,267
Expenses Not Reported on Financial Statements$8,946
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
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“The president/ceo distributes copies of the completed draft of form 990 (including required schedules) to board members, who include cpas, for their review. Any concerns or questions are noted and addressed. After all changes have been made, the final version of the form 990 (with required schedules) are distributed to every voting member of the board of directors prior to filing with the irs.”

Form 990, Page 6, Part VI, Line 12C

“Each board member is required to complete a questionnaire on an annual basis to certify that they have no conflicts or to disclose any potential conflicts.”

Form 990, Page 6, Part VI, Line 15A

“The executive compensation and executive committees of the board of directors review and annually approve the compensation of the president/ceo and any management position's whose compensation is greater than 100k, per by-laws and in accordance with 990. Every three years, independent salary surveys are conducted for all president/ceo, management, and staff positions.”

Form 990, Page 6, Part VI, Line 19

“Governing documents, conflict of interest policy and financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
Commonwealth Community Trust
EIN
54-1565250
Phone
8047406930
Address
PO BOX 29408, RICHMOND, VA 23242

Signing Officer

Name
Joanne Marcus
Title
President/CEO
Phone
8047406930
Signed
2022-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joanne Marcus
Formed
1990
Legal Domicile
Va
Voting Board Members
20
Independent Board Members
20
Employees
18

Preparer

Firm
Harris Hardy & Johnstone Pc
Address
300 ARBORETUM PL STE 660, RICHMOND, VA 23236
Preparer
Pamela M Leonard CPA
Phone
8045600560
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“To provide people with special needs who live throughout the united states and their families a convenient, cost-effective framework for the administration of pooled special needs trusts that supplement government entitlement programs such as supplemental security income (ssi) and medicaid. To educate families, people with special needs, and professionals about the benefits of a pooled special needs trust. To award individuals with special needs who reside in virginia and demonstrate a financial need with a monetary grant to be used for services and/or equipment through cct's charitable fund award program.”

Financial Statement Notes

Schedule D, Page 3, Part X

“The accounting standard on accounting for uncertainty in income taxes addresses the determination of whether tax benefits claimed or expected to be claimed on a tax return should be recorded in the financial statements. Under that guidance, the trust may recognize the tax benefit from an uncertain tax position only if it is more likely than not that the tax position will be sustained on examination by taxing authorities based on the technical merits of the position. Examples of tax positions include the tax-exempt status of the trust and various positions related to the potential sources of unrelated business taxable income (ubti). The trust has recognized no uncertain tax positions for the years ended december 31, 2021 and 2020.”

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Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,333,150
Liabilities
$8,542
Net assets
$3,324,608
Revenue
$1,860,276
Expenses
$1,765,213
Net income
$95,063
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.51$0.12$3.39$3.06$2.91$0.15
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.32$0.25$3.07$2.97$2.75$0.21
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.87$0.21$2.66$2.02$2.29$0.27
2021Detailed filing. Detailed filing data is available for this year.$3.33$0.01$3.32$1.86$1.77$0.10
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.26$0.15$3.11$1.91$1.52$0.39
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.82$0.01$2.81$1.25$0.99$0.26
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.30$0.02$2.29$1.01$0.87$0.14
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.30$0.01$2.29$0.91$0.66$0.25
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.88$0.00$1.87$0.75$0.62$0.13
2015Detailed filing. Detailed filing data is available for this year.$1.79$0.10$1.69$0.79$0.52$0.27
2014Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.48$0.49$0.47$0.02
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.46$0.03$1.43$0.51$0.47$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.35$0.04$1.31$0.34
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.07$0.00$1.07$0.30
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.91$0.00$0.90$0.26