Civic Intelligence

Commonwealth Community Trust Endowment Fund

990 • Fiscal year 2023 • EIN 54-1565250

Jan 01, 2023 to Dec 31, 2023 • Filed on Sep 30, 2024

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

52nd percentile

0.08x

Higher debt load relative to assets than 52% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

50th percentile

0.09x

Higher debt load relative to revenue than 50% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

56th percentile

7.2%

Higher net margin than 56% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

95th percentile

$299,090

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 10.1% of source-year revenue.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

72nd percentile

16%

Faster asset growth than 72% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

82nd percentile

47%

Faster revenue growth than 82% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets52nd percentile

Assets

Up

$3,323,305

Up $449,749 (+16%) from 2022

Net Assets

Up

$3,069,947

Up $406,848 (+15%) from 2022

Liabilities

Up

$253,358

Up $42,901 (+20%) from 2022

Revenue And Expenses
Liabilities / Revenue50th percentileNet Margin56th percentile

Revenue

Up

$2,966,400

Up $943,769 (+47%) from 2022

Expenses

Up

$2,752,941

Up $461,575 (+20%) from 2022

Net Income

Up

$213,459

Up $482,194 (+179%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth72nd 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

2023

Assets$3,323,305
Liabilities$253,358
Net Assets$3,069,947
Open 2023 Filing

Operations Trend

Revenue Growth82nd 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

2023

Revenue$2,966,400
Expenses$2,752,941
Net Income$213,459
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Sep 30, 2024
Return Version
2023v5.0
Gross Receipts
$2,966,400
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$1,927,022$2,089,875▲ $162,853
Cash and Non-Interest-Bearing Accounts$357,011$616,512▲ $259,501
Land, Buildings, and Equipment, Net$229,159$234,043▲ $4,884
Savings and Temporary Cash Investments$138,998$98,580▼ $40,418
Accounts Receivable$61,543$88,733▲ $27,190
Prepaid Expenses and Deferred Charges$5,618$14,888▲ $9,270
Total Assets$2,873,556$3,323,305▲ $449,749
Other Assets Total$154,205$180,674▲ $26,469
Liabilities
Other Liabilities$148,497$174,337▲ $25,840
Accounts Payable and Accrued Expenses$39,235$56,296▲ $17,061
Deferred Revenue$22,725$22,725→ $0
Total Liabilities$210,457$253,358▲ $42,901
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,663,099$3,069,947▲ $406,848
Total Net Assets Fund Balance$2,663,099$3,069,947▲ $406,848
Total Liabilities and Net Assets / Fund Balance$2,873,556$3,323,305▲ $449,749

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$234,043$139,411$373,454
Other Assets Org$7,776--
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Joanne MarcusPresident/ceFT$250,584$48,506$299,090
Joanne MarcusPresident/CEO-$225,584$73,506$299,090

Board Members and Trustees

NameTitle
Alexandra Badman EsqChair
Cheryl L Page Cfa CfpChair-elect
Stephanie E GranaPast-chair
B Bailey Liipfert Iii CelaMember
Bagley Reid CPAMember
Craig Davis EsqMember
David C Acree CPAMember
Edward PratchettMember
Lateshia G Brown LcswMember
Lucinda WeigelMember
Marc VerdiMember
Marian Millikan CPAMember
Matthew J Buckley Cfp CftaMember
Peter W Tomasch CfpMember
Richard Kunz MdMember
Stephen D Burns EsqMember
Stephen KimberlinMember
Susanna B JonesMember
Pierre Greene MbaSecretary
Sean Rutherford CPATreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,618,717
Program Service Revenue
$1,286,812
Investment Income
$55,321
Other Revenue
$5,550
All Other Contributions
$1,573,267
Change in Net Assets
$213,459

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,959,215
Revenue Not Reported on Financial Statements
$7,185
Revenue Not Reported on Form 990
$193,389
Total Revenue per Audited Statements
$3,152,604
Total Revenue per Form 990
$2,966,400
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,013,270
Other Expenses$643,625
Grants and Similar Amounts Paid$96,046
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,093,171$273,293-$1,366,464
Current Officers, Directors, Trustees, and Key Employees$223,840$55,960-$279,800
Pension Plan Contributions$149,975$37,494-$187,469
Information Technology$122,341$13,594-$135,935
Payroll Taxes$104,825$26,206-$131,031
Advertising$125,257--$125,257
Occupancy$106,540$18,499-$125,039
Grants to Domestic Individuals$96,046--$96,046
Office Expenses$66,021$7,092-$73,113
Insurance-$62,574-$62,574
Other Employee Benefits$38,805$9,701-$48,506
Depreciation Depletion$32,963$5,366-$38,329
Fees for Services Legal-$22,560-$22,560
Fees for Services Accounting-$22,217-$22,217
Fees for Service Investment Mgmnt Fees-$7,185-$7,185
Other Expenses$4,767$1,192-$5,959
Conferences and Meetings$2,186$547-$2,733
Fees for Services Other-$740-$740
Total Functional Expenses$2,166,737$586,204$0$2,752,941

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,752,941
Expenses per Audited Statements$2,745,756
Total Expenses per Audited Statements$2,745,756
Expenses Not Reported on Financial Statements$7,185
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Lease Liabilities$174,337
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
2024-09-30
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
31

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, 2023.”

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Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,323,305
Liabilities
$253,358
Net assets
$3,069,947
Revenue
$2,966,400
Expenses
$2,752,941
Net income
$213,459
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
2023Detailed filing. Detailed filing data is available for this year.$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
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