Civic Intelligence

The J & M Foundation C/O David & Deborah Winston

990PF • Fiscal year 2016 • EIN 54-2061877

Jan 01, 2016 to Dec 31, 2016 • Filed on Jun 26, 2017

PO Box 2868Merrifield, VA 22116

(571) 263-1888

Siviq Scores

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

Liabilities / Assets

40th percentile

0.02x

Higher debt load relative to assets than 40% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

68th percentile

0.23x

Higher debt load relative to revenue than 68% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

65th percentile

8.6%

Higher net margin than 65% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

45th percentile

$6,594

Higher top officer pay than 45% of similar nonprofits.

Top officer pay equals 9.7% of source-year revenue.

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

20th percentile

-5.4%

Faster asset growth than 20% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

20th percentile

-19%

Faster revenue growth than 20% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Assets

Down

$1,009,119

Down $57,451 (-5.4%) from 2015

Net Assets

Down

$993,552

Down $56,972 (-5.4%) from 2015

Liabilities

Down

$15,567

Down $479 (-3.0%) from 2015

Revenue

Down

$68,208

Down $15,781 (-19%) from 2015

Expenses

Down

$62,354

Down $6,606 (-9.6%) from 2015

Net Income

Down

$5,854

Down $9,175 (-61%) from 2015

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $996,082Liabilities 2011: $922011Assets 2012: $1,105,236Liabilities 2012: $11,115Net Assets 2012: $1,094,1212012Assets 2013: $1,114,222Liabilities 2013: $20,906Net Assets 2013: $1,093,3162013Assets 2014: $1,136,910Liabilities 2014: $20,160Net Assets 2014: $1,116,7502014Assets 2015: $1,066,570Liabilities 2015: $16,046Net Assets 2015: $1,050,5242015Assets 2016: $1,009,119Liabilities 2016: $15,567Net Assets 2016: $993,5522016Assets 2017: $1,053,106Liabilities 2017: $20,485Net Assets 2017: $1,032,6212017Assets 2018: $972,045Liabilities 2018: $25,294Net Assets 2018: $946,7512018Assets 2019: $1,002,493Liabilities 2019: $30,256Net Assets 2019: $972,2372019Assets 2020: $1,049,767Liabilities 2020: $27,601Net Assets 2020: $1,022,1662020Assets 2021: $1,167,920Liabilities 2021: $25,112Net Assets 2021: $1,142,8082021Assets 2022: $1,030,653Liabilities 2022: $30,433Net Assets 2022: $1,000,2202022Assets 2023: $1,071,542Liabilities 2023: $25,904Net Assets 2023: $1,045,6382023Assets 2024: $1,085,889Liabilities 2024: $25,595Net Assets 2024: $1,060,2942024

Highlighted filing

2016

Assets$1,009,119
Liabilities$15,567
Net Assets$993,552

Operations Trend

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

$150K$100K$50K$0-$50K-$100KRevenue 2011: $17,924Expenses 2011: $40,926Net Income 2011: -$23,0022011Expenses 2012: $50,8692012Revenue 2013: $79,625Expenses 2013: $46,347Net Income 2013: $33,2782013Revenue 2014: $38,259Expenses 2014: $92,463Net Income 2014: -$54,2042014Revenue 2015: $83,989Expenses 2015: $68,960Net Income 2015: $15,0292015Revenue 2016: $68,208Expenses 2016: $62,354Net Income 2016: $5,8542016Revenue 2017: $41,882Expenses 2017: $58,733Net Income 2017: -$16,8512017Revenue 2018: $77,235Expenses 2018: $69,502Net Income 2018: $7,7332018Revenue 2019: $13,982Expenses 2019: $80,545Net Income 2019: -$66,5632019Revenue 2020: $59,348Expenses 2020: $64,125Net Income 2020: -$4,7772020Revenue 2021: $62,466Expenses 2021: $43,739Net Income 2021: $18,7272021Revenue 2022: $118,558Expenses 2022: $46,273Net Income 2022: $72,2852022Revenue 2023: $29,735Expenses 2023: $43,151Net Income 2023: -$13,4162023Revenue 2024: $45,889Expenses 2024: $55,725Net Income 2024: -$9,8362024

Highlighted filing

2016

Revenue$68,208
Expenses$62,354
Net Income$5,854
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jun 26, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DEBORAH F WINSTONVice PresidentPT$6,594-$6,594
DAVID A WINSTONChairmanPT$5,772-$5,772
DAVID A WINSTONPresident-$0--
DAVID A WINSTONTreasurer-$0--
DEBORAH F WINSTONDirector-$0--
DEBORAH F WINSTONSecretary-$0--
Filing and Contact Details

Filer

Filer Name
The J & M Foundation
EIN
54-2061877
Phone
5712631888
Address
PO BOX 2868, MERRIFIELD, VA 22116

Signing Officer

Name
David a Winston
Title
President
Signed
2017-06-26
Discuss with paid preparer
Yes

Preparer

Firm
Campbell Veltri & Clark PLC
Address
4437 Brookfield Corporate Drive Sui, Chantilly, VA 20151-1645
Preparer
James B Veltri CPA
Phone
7036314094
Raw XML AppendixShowing 400 of 488 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/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt015408
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0DAVID A WINSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1DAVID A WINSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2DAVID A WINSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3DEBORAH F WINSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4DEBORAH F WINSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5DEBORAH F WINSTON
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Treasurer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Vice President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 2868
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1PO BOX 2868
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3PO BOX 2868
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MERRIFIELD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1MERRIFIELD
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3MERRIFIELD
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd5VA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd022116
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd222116
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt050271
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt061621
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt082927
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt040189
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt041697
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt034779
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.049094
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.05719
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.07539
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.03701
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.04048
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.03540
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0597
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt01011808
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01077506
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01099997
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01085903
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt01030009
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0982462
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt053871
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.245469
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt053274
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt053871
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0597
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt053871
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt04
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt18
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0THE INTEREST AND DIVIDEND EARNED ON THESE INVESTMENTS IS AN ADDITIONAL SOURCE OF FUNDING FOR THE FOUNDATION.
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt1REALIZED GAIN/LOSS ON THESE INVESTMENTS IS AN ADDITIONAL/DEDUCTIBLE SOURCE OF FUNDING FOR THE FOUNDATION.
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 2868
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MERRIFIELD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0VA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd022116
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0VA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0DAVID WINSTON
IRS990PF/StatementsRegardingActyGrp/PhoneNum05712631888
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0WWW.JMFOUND.ORG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt010000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt130500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0$5,000 TO SCHOOL OF ARTS & SCIENCES FOR THE DAVID & DEBORAH WINSTON SCHOLARSHIP FOR MATH AND SCIENCEAND $5,000 TO SCHOOL OF MEDICINE FOR THE DAVID & DEBORAH WINSTON FELLOWSHIP IN DIABETIC CARDIOVASCULAR RESEARCH.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1FUNDING TO SUPPORT CLASSICAL MUSIC PROGRAMMING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0WASHINGTON UNIVERSITY IN ST LOUIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1WOLFTRAP FOUNDATION FOR PERFORMING ARTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0ON BROOKINGS DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11635 TRAP ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ST LOUIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1VIENNA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd063130
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd122182
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt040500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.09$0.03$1.06$0.05$0.06$0.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.07$0.03$1.05$0.03$0.04$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.03$0.03$1.00$0.12$0.05$0.07
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.17$0.03$1.14$0.06$0.04$0.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.05$0.03$1.02$0.06$0.06$0.00
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.00$0.03$0.97$0.01$0.08$0.07
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.97$0.03$0.95$0.08$0.07$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.05$0.02$1.03$0.04$0.06$0.02
2016Detailed filing. Detailed filing data is available for this year.$1.01$0.02$0.99$0.07$0.06$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.07$0.02$1.05$0.08$0.07$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.14$0.02$1.12$0.04$0.09$0.05
2013Detailed filing. Detailed filing data is available for this year.$1.11$0.02$1.09$0.08$0.05$0.03
2012Detailed filing. Detailed filing data is available for this year.$1.11$0.01$1.09$0.05
2011Summary only. Only limited summary data is available for this year.$1.00$0.00$0.02$0.04$0.02
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