Civic Intelligence

The Jcm Foundation

990PF • Fiscal year 2019 • EIN 61-1409457

Oct 01, 2018 to Sep 30, 2019 • Filed on Jun 17, 2020

Organization Profile
C/O US Trust 1800 K Street NW FL 5Washington, DC 20006

(202) 442-7477

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

78th percentile

25%

Higher net margin than 78% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

53rd percentile

2.9%

Faster asset growth than 53% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

71st percentile

16%

Faster revenue growth than 71% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$4,144,897

Up $117,150 (+2.9%) from 2018

Net Assets

Up

$4,144,897

Up $117,150 (+2.9%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin78th percentile

Revenue

Up

$471,434

Up $65,565 (+16%) from 2018

Expenses

Up

$354,284

Up $18,301 (+5.4%) from 2018

Net Income

Up

$117,150

Up $47,264 (+68%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $2,365,071Liabilities 2011: $02011Assets 2012: $3,795,320Liabilities 2012: $02012Assets 2013: $4,092,407Liabilities 2013: $02013Assets 2014: $4,061,659Liabilities 2014: $02014Assets 2015: $4,027,192Liabilities 2015: $02015Assets 2016: $3,845,249Liabilities 2016: $0Net Assets 2016: $3,845,2492016Assets 2017: $3,957,861Liabilities 2017: $0Net Assets 2017: $3,957,8612017Assets 2018: $4,027,747Liabilities 2018: $0Net Assets 2018: $4,027,7472018Assets 2019: $4,144,897Liabilities 2019: $0Net Assets 2019: $4,144,8972019Assets 2020: $4,063,388Liabilities 2020: $0Net Assets 2020: $4,063,3882020Assets 2021: $4,081,208Liabilities 2021: $0Net Assets 2021: $4,081,2082021Assets 2022: $3,625,647Liabilities 2022: $0Net Assets 2022: $3,625,6472022Assets 2023: $3,929,906Liabilities 2023: $0Net Assets 2023: $3,929,9062023Assets 2024: $3,910,535Liabilities 2024: $0Net Assets 2024: $3,910,5352024

Highlighted filing

2019

Assets$4,144,897
Liabilities$0
Net Assets$4,144,897
Open 2019 Filing

Operations Trend

Revenue Growth71st percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2011: $70,125Expenses 2011: $186,468Net Income 2011: -$116,3432011Revenue 2012: $1,589,271Expenses 2012: $159,022Net Income 2012: $1,430,2492012Revenue 2013: $528,597Expenses 2013: $231,030Net Income 2013: $297,5672013Revenue 2014: $266,601Expenses 2014: $296,924Net Income 2014: -$30,3232014Revenue 2015: $288,137Expenses 2015: $317,562Net Income 2015: -$29,4252015Revenue 2016: $155,376Expenses 2016: $338,596Net Income 2016: -$183,2202016Revenue 2017: $399,786Expenses 2017: $285,056Net Income 2017: $114,7302017Revenue 2018: $405,869Expenses 2018: $335,983Net Income 2018: $69,8862018Revenue 2019: $471,434Expenses 2019: $354,284Net Income 2019: $117,1502019Revenue 2020: $298,490Expenses 2020: $379,999Net Income 2020: -$81,5092020Revenue 2021: $440,527Expenses 2021: $422,707Net Income 2021: $17,8202021Revenue 2022: $536,174Expenses 2022: $991,735Net Income 2022: -$455,5612022Revenue 2023: $600,129Expenses 2023: $294,944Net Income 2023: $305,1852023Revenue 2024: $351,264Expenses 2024: $372,963Net Income 2024: -$21,6992024

Highlighted filing

2019

Revenue$471,434
Expenses$354,284
Net Income$117,150
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2018 to Sep 30, 2019
Signed
Jun 17, 2020
Return Version
2018v3.3
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES F MACGUIDWINDirector-$0--
CHERYL Y MACGUIDWINDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Jcm Foundation
EIN
61-1409457
In Care Of
% US TRUST
Phone
2024427477
Address
C/O US TRUST 1800 K STREET NW FL 5, WASHINGTON, DC 20006

Signing Officer

Name
James F Macguidwin
Title
Director
Phone
2025854100
Signed
2020-06-17
Discuss with paid preparer
Yes

Preparer

Firm
Withumsmithbrownpc
Address
4600 EAST WEST HWY 900, BETHESDA, MD 20814-3423
Preparer
Richard L Ruvelson
Phone
3012726000
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30CHEVRON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31CHINA COMMUNICATIONS CONST CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32CHUBB LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33CIGNA CORP NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34CIMAREX ENERGY CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35CISCO SYS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36CITIGROUP INC NEW COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37CONOCOPHILLIPS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38CORE LABORATORIES N V
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39DANONE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40DASSAULT SYSTEMS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41DBS GROUP HOLDINGS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42DIAGEO PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43DISNEY WALT CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44ELECTRONIC ARTS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45EOG RES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46EXPRESS SCRIPTS HOLDINGS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47FANUC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48GILEAD SCIENCES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49GOLDMAN SACHS GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50HASBRO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51HONEYWELL INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52ICICI BK LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53ILLUMINA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54INTERNATIONAL EXCHANGE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55ISHARES MSCI EMERGING MKTS MIN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56ISHARES TR MSCI EAFE MIN VOL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57JANUS INVT FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58JD.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59JOHN HANCOCK FUNDS III DISCIPL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61JOHNSON CONTROLS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62JP MORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63KEYENCE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64LOCKHEED MARTIN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65LOWES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66LVMH MOET HENNESSY LOUIS VUITT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67MASTERCARD INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69MONDELEZ INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70NEXTERA ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71NIDEC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72NOVOZVMES A/S
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73OCCIDENTAL PETE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74ONEX CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75PAYPAL HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78PROCTOR & GAMBLE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79RESIDEO TECHNOLOGIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80ROCHE HLDGS AG-GENUSSCHEIN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81ROCHE HOLDING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82SCHLUMBERGER LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83SM ENERGY CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84SOFTBANK CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85SPDR S&P DIVIDEND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86STARBUCKS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87TARGET CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88TELADOC HEALTH INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89TENCENT HOLDINGS LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90THERMO FISHER SCIENTIFIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91TJX COS INC NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92UNION PAC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93UNITED HEALTH GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94VANGUARD FTSE EMERGING MKTS ET
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95VANGUARD SMALL-CAP ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96VERIZON COMMUNICATIONS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97VISA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98WABCO HLDGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99WALMART INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100WEYERHAEUSER CO
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1150000
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1159457
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
IRS990PF/AddressChangeInd0X
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IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01207690
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt05937
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt05937
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0315726
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0421962
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt050
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt0500
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt042229
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt042729
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt03149
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt013046
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01915
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt049472
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt061284
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt133387
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1355706
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12018-12-31
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IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0313122
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0321561
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt08439
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt010261

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,144,897
Liabilities
$0
Net assets
$4,144,897
Revenue
$471,434
Expenses
$354,284
Net income
$117,150
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$3.91$0.00$3.91$0.35$0.37$0.02
2023Detailed filing. Detailed filing data is available for this year.$3.93$0.00$3.93$0.60$0.29$0.31
2022Detailed filing. Detailed filing data is available for this year.$3.63$0.00$3.63$0.54$0.99$0.46
2021Detailed filing. Detailed filing data is available for this year.$4.08$0.00$4.08$0.44$0.42$0.02
2020Detailed filing. Detailed filing data is available for this year.$4.06$0.00$4.06$0.30$0.38$0.08
2019Detailed filing. Detailed filing data is available for this year.$4.14$0.00$4.14$0.47$0.35$0.12
2018Detailed filing. Detailed filing data is available for this year.$4.03$0.00$4.03$0.41$0.34$0.07
2017Detailed filing. Detailed filing data is available for this year.$3.96$0.00$3.96$0.40$0.29$0.11
2016Detailed filing. Detailed filing data is available for this year.$3.85$0.00$3.85$0.16$0.34$0.18
2015Summary only. Only limited summary data is available for this year.$4.03$0.00$0.29$0.32$0.03
2014Summary only. Only limited summary data is available for this year.$4.06$0.00$0.27$0.30$0.03
2013Summary only. Only limited summary data is available for this year.$4.09$0.00$0.53$0.23$0.30
2012Summary only. Only limited summary data is available for this year.$3.80$0.00$1.59$0.16$1.43
2011Summary only. Only limited summary data is available for this year.$2.37$0.00$0.07$0.19$0.12