Civic Intelligence

Commonwealth Community Trust Endowment Fund

990 • Fiscal year 2017 • EIN 54-1565250

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 02, 2018

Organization ProfileWWW.COMMONWEALTHCOMMUNITYTRUST.ORG
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

20th percentile

0.00x

Higher debt load relative to assets than 20% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

21st percentile

0.01x

Higher debt load relative to revenue than 21% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

83rd percentile

28%

Higher net margin than 83% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

78th percentile

$126,526

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 13.9% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

82nd percentile

23%

Faster asset growth than 82% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

74th percentile

21%

Faster revenue growth than 74% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets20th percentile

Assets

Up

$2,300,522

Up $423,228 (+23%) from 2016

Net Assets

Up

$2,293,013

Up $419,244 (+22%) from 2016

Liabilities

Up

$7,509

Up $3,984 (+113%) from 2016

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin83rd percentile

Revenue

Up

$909,614

Up $157,656 (+21%) from 2016

Expenses

Up

$657,693

Up $32,764 (+5.2%) from 2016

Net Income

Up

$251,921

Up $124,892 (+98%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth82nd 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

2017

Assets$2,300,522
Liabilities$7,509
Net Assets$2,293,013
Open 2017 Filing

Operations Trend

Revenue Growth74th 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

2017

Revenue$909,614
Expenses$657,693
Net Income$251,921
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 2, 2018
Return Version
2017v2.3
Gross Receipts
$1,074,936
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,777,260$2,192,906▲ $415,646
Cash and Non-Interest-Bearing Accounts$9,214$49,739▲ $40,525
Savings and Temporary Cash Investments$74,950$37,980▼ $36,970
Land, Buildings, and Equipment, Net$12,368$12,813▲ $445
Prepaid Expenses and Deferred Charges$981$3,313▲ $2,332
Pledges and Grants Receivable-$1,250-
Total Assets$1,877,294$2,300,522▲ $423,228
Other Assets Total$2,521$2,521→ $0
Liabilities
Accounts Payable and Accrued Expenses$3,515$7,509▲ $3,994
Escrow Account Liability$10--
Total Liabilities$3,525$7,509▲ $3,984
Net Assets / Fund Balance
Unrestricted Net Assets$1,872,504$2,292,963▲ $420,459
Temporarily Rstr Net Assets$1,265$50▼ $1,215
Total Net Assets Fund Balance$1,873,769$2,293,013▲ $419,244
Total Liabilities and Net Assets / Fund Balance$1,877,294$2,300,522▲ $423,228

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$9,104$25,521$34,625
Other Land Buildings$3,709$11,476$15,185
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Joanne MarcusExecutive DiFT$126,526$126,526

Board Members and Trustees

NameTitle
Heather SzajdaPresident
Penn CrawfordPresident El
Aaron BarrMember
Alexandra BadmanMember
Bailey LiipfertMember
Gary FreemanMember
Gary LevineMember
Javier MenendezMember
John McfarlandMember
Kristine LansingMember
Mary EllisMember
Matthew BuckleyMember
Michelle JohnsonMember
Peter TomaschMember
Sean RyanMember
Stephanie GranaMember
Stephen BurnsMember
Neal WaltersPast Preside
Craig DavisSecretary
David AcreeTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$441,243
Program Service Revenue
$399,480
Investment Income
$68,891
Other Revenue
$0
All Other Contributions
$395,793
Change in Net Assets
$251,921
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$353,826
Other Expenses$220,463
Grants and Similar Amounts Paid$83,404
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$147,494$36,873-$184,367
Current Officers, Directors, Trustees, and Key Employees$101,221$25,305-$126,526
Grants to Domestic Individuals$83,404--$83,404
Advertising$38,186$9,547-$47,733
Occupancy$36,067$9,017-$45,084
Information Technology$21,562$5,391-$26,953
Travel$20,471$5,118-$25,589
Payroll Taxes$19,438$4,860-$24,298
Office Expenses$9,427$2,357-$11,784
Fees for Services Accounting$9,118$2,279-$11,397
Pension Plan Contributions$8,498$2,124-$10,622
Insurance$8,076$2,019-$10,095
Other Employee Benefits$6,410$1,603-$8,013
Fees for Service Investment Mgmnt Fees$5,004$1,251-$6,255
Depreciation Depletion$4,718$1,096-$5,814
Conferences and Meetings$2,166$541-$2,707
Other Expenses$1,652$413-$2,065
All Other Expenses$1,319$330-$1,649
Total Functional Expenses$542,901$114,792$0$657,693
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
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 executive director distributes copies of the completed draft of form 990 (including required schedules)to board members, who include attorneys and 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 board of directors review and approve the executive director's compensation annually. Every three years, independent salary surveys are conducted for all 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
Executive Director
Phone
8047406930
Signed
2018-11-02
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
10

Preparer

Firm
Harris Hardy & Johnstone Pc
Address
300 ARBORETUM PL STE 660, RICHMOND, VA 23236
Preparer
Hilbert W Wilkinson Iii
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 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.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt7PRESIDENT
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IRS990/Form990PartVIISectionAGrp/TitleTxt13MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14PAST PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt15PRESIDENT EL
IRS990/Form990PartVIISectionAGrp/TitleTxt16MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt17MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt18MEMBER
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IRS990/MissionDesc0TO 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.
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IRS990/OperateHospitalInd0false
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IRS990/OtherExpensesGrp/ProgramServicesAmt31652
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IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
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IRS990/PayrollTaxesGrp/TotalAmt024298
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt02124
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt08498
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt212000
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IRS990/ProgSrvcAccomActy2Grp/Desc0AS PART OF ITS MISSION TO ENRICH THE QUALITY OF LIFE FOR PEOPLE LIVING WITH A DISABILITY, CCT ESTABLISHED THE CHARITABLE FUND AWARD PROGRAM TO AWARD UP TO 1,000 PER ANNUM FOR EQUIPMENT, MEDICATION, AND/OR SERVICES TO INDIVIDUALS WITH DISABILITIES WHO DEMONSTRATE FINANCIAL NEED. EACH RECIPIENT OF AN AWARD MUST MEET THE SOCIAL SECURITY ADMINISTRATION DEFINITION OF DISABLED AND MEET THE FEDERAL POVERTY GUIDELINES OR RECEIVE SSI. 110 INDIVIDUALS RECEIVED ASSISTANCE THROUGH THIS PROGRAM IN 2017.
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Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,300,522
Liabilities
$7,509
Net assets
$2,293,013
Revenue
$909,614
Expenses
$657,693
Net income
$251,921
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
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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
2017Detailed filing. Detailed filing data is available for this year.$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