Civic Intelligence

The Mitchell Foundation

990PF • Fiscal year 2014 • EIN 54-1852192

Jan 01, 2014 to Dec 31, 2014 • Filed on Oct 12, 2015

Organization Profile
PO Box 311McLean, VA 22101-0311

(703) 356-0880

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

27th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Net Margin

95th percentile

77%

Higher net margin than 95% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • $1M-$5M nonprofits • Source year 2014

Asset Growth

94th percentile

65%

Faster asset growth than 94% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

17th percentile

-18%

Faster revenue growth than 17% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$1,001,975

Up $393,194 (+65%) from 2013

Net Assets

Up

$1,001,975

Up $393,194 (+65%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin95th percentile

Revenue

Down

$509,362

Down $109,862 (-18%) from 2013

Expenses

Up

$116,248

Up $105,694 (+1001%) from 2013

Net Income

Down

$393,114

Down $215,556 (-35%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth94th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $111Liabilities 2011: $0Net Assets 2011: $1112011Assets 2012: $111Liabilities 2012: $0Net Assets 2012: $1112012Assets 2013: $608,781Liabilities 2013: $0Net Assets 2013: $608,7812013Assets 2014: $1,001,975Liabilities 2014: $0Net Assets 2014: $1,001,9752014Assets 2015: $1,591,438Liabilities 2015: $0Net Assets 2015: $1,591,4382015Assets 2016: $2,360,788Liabilities 2016: $0Net Assets 2016: $2,360,7882016Assets 2017: $3,237,292Liabilities 2017: $20,000Net Assets 2017: $3,217,2922017Assets 2019: $4,712,291Liabilities 2019: $02019Assets 2020: $5,197,434Liabilities 2020: $3,526Net Assets 2020: $5,193,9082020Assets 2021: $5,384,565Liabilities 2021: $3,308Net Assets 2021: $5,381,2572021Assets 2022: $5,424,141Liabilities 2022: $3,984Net Assets 2022: $5,420,1572022Assets 2023: $5,385,707Liabilities 2023: $2,961Net Assets 2023: $5,382,7462023Assets 2024: $5,461,186Liabilities 2024: $312Net Assets 2024: $5,460,8742024

Highlighted filing

2014

Assets$1,001,975
Liabilities$0
Net Assets$1,001,975
Open 2014 Filing

Operations Trend

Revenue Growth17th percentile

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

$1.0M$500K$0-$500KExpenses 2011: $14,0102011Expenses 2012: $11,5252012Revenue 2013: $619,224Expenses 2013: $10,554Net Income 2013: $608,6702013Revenue 2014: $509,362Expenses 2014: $116,248Net Income 2014: $393,1142014Revenue 2015: $705,003Expenses 2015: $115,540Net Income 2015: $589,4632015Revenue 2016: $884,495Expenses 2016: $115,145Net Income 2016: $769,3502016Revenue 2017: $972,204Expenses 2017: $115,700Net Income 2017: $856,5042017Revenue 2019: $883,291Expenses 2019: $267,388Net Income 2019: $615,9032019Revenue 2020: $745,631Expenses 2020: $264,014Net Income 2020: $481,6172020Revenue 2021: $430,090Expenses 2021: $242,741Net Income 2021: $187,3492021Revenue 2022: $370,783Expenses 2022: $331,883Net Income 2022: $38,9002022Revenue 2023: $204,900Expenses 2023: $242,311Net Income 2023: -$37,4112023Revenue 2024: $423,071Expenses 2024: $344,943Net Income 2024: $78,1282024

Highlighted filing

2014

Revenue$509,362
Expenses$116,248
Net Income$393,114
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Oct 12, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Norris E MitchellTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Mitchell Foundation
EIN
54-1852192
Phone
7033560880
Address
PO Box 311, McLean, VA 22101-0311

Signing Officer

Name
Norris Mitchell
Title
Trustee
Phone
7038360660
Signed
2015-10-12
Discuss with paid preparer
Yes

Preparer

Firm
Kositzka Wicks and Company
Address
5270 Shawnee Road Suite 250, Alexandria, VA 22312
Preparer
Amelia C Walsh CPA
Phone
7036422700
Raw XML Appendix367 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Charitable
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3Educational
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Capital Caring
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Flint Hill School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2Heritage Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3Virginia Tech Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0Exempt Organization
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1Exempt Organization
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2Exempt Organization
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3Exempt Organization
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02900 Telestar Ct
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt13320 Jermantown Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2214 Massachusetts Ave NE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3902 Prices Fork Road Suite 4000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Falls Church
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Oakton
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Washington
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Blacksburg
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd022042
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd122124
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd2200024999
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd324061
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0112000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt033412
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt033412
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt09994
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt010995
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt013994
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt012494
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt012644
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt012644
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0126065
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt078588
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt09994
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt010995
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt013994
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt012494
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0112000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt078588
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0138709
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt060121
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Norris E Mitchell
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0PO Box 311
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0McLean
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0VA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd0221010311
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0483828
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0477040
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0Stock on 12/29/14: 11,000 shares UBSI @$37.68/share; 1000 shares JP Chase Morgan @ $62.5/share
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02014-12-29
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Legal Fees
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt02168
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Bank Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Penalty
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1620
OtherIncreasesSchedule/OtherIncreasesDetail/Amt080
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Correct beginning book value of stock
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0905
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0905
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Norris Mitchell
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum07038360660
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-10-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Mitchell Foundation
ReturnHeader/Filer/BusinessNameControlTxt0MITC
ReturnHeader/Filer/EIN0541852192
ReturnHeader/Filer/PhoneNum07033560880
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 311
ReturnHeader/Filer/USAddress/CityNm0McLean
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd0221010311
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0541342298
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Kositzka Wicks and Company
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05270 Shawnee Road Suite 250
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Alexandria
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd022312
ReturnHeader/PreparerPersonGrp/PhoneNum07036422700
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Amelia C Walsh CPA
ReturnHeader/ReturnTs02015-10-13T09:47:44-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,001,975
Liabilities
$0
Net assets
$1,001,975
Revenue
$509,362
Expenses
$116,248
Net income
$393,114
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.46$0.00$5.46$0.42$0.34$0.08
2023Detailed filing. Detailed filing data is available for this year.$5.39$0.00$5.38$0.20$0.24$0.04
2022Detailed filing. Detailed filing data is available for this year.$5.42$0.00$5.42$0.37$0.33$0.04
2021Detailed filing. Detailed filing data is available for this year.$5.38$0.00$5.38$0.43$0.24$0.19
2020Detailed filing. Detailed filing data is available for this year.$5.20$0.00$5.19$0.75$0.26$0.48
2019Summary only. Only limited summary data is available for this year.$4.71$0.00$0.88$0.27$0.62
2017Detailed filing. Detailed filing data is available for this year.$3.24$0.02$3.22$0.97$0.12$0.86
2016Detailed filing. Detailed filing data is available for this year.$2.36$0.00$2.36$0.88$0.12$0.77
2015Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.71$0.12$0.59
2014Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.51$0.12$0.39
2013Detailed filing. Detailed filing data is available for this year.$0.61$0.00$0.61$0.62$0.01$0.61
2012Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.01
2011Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.01