Civic Intelligence

The Jcm Foundation

990PF • Fiscal year 2022 • EIN 61-1409457

Oct 01, 2021 to Sep 30, 2022 • Filed on Feb 27, 2023

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

31st percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

29th percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

9th percentile

-85%

Higher net margin than 9% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

17th percentile

-11%

Faster asset growth than 17% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

70th percentile

22%

Faster revenue growth than 70% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Assets

Down

$3,625,647

Down $455,561 (-11%) from 2021

Net Assets

Down

$3,625,647

Down $455,561 (-11%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Up

$536,174

Up $95,647 (+22%) from 2021

Expenses

Up

$991,735

Up $569,028 (+135%) from 2021

Net Income

Down

-$455,561

Down $473,381 (-2656%) from 2021

Historical Trend

Balance Sheet Trend

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

2022

Assets$3,625,647
Liabilities$0
Net Assets$3,625,647

Operations Trend

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

2022

Revenue$536,174
Expenses$991,735
Net Income-$455,561
Jump To
Filing Snapshot
Filing Period
Oct 1, 2021 to Sep 30, 2022
Signed
Feb 27, 2023
Return Version
2021v4.2
Compensation and Service Providers

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
2023-02-27
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/StockNm32CLOUDFALARE INC REG SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33COSTCO WHOLESALE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34CONOCOPHILLIPS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35DAIMLERCHRYSLER AG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36DANAHER CORP DEL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37DASSAULT SYSTEMS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38DEUTSCH TELEKOM AG-REG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39DEVON ENERGY GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40DEXCOM INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41DBS GROUP HOLDINGS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42DIAGEO PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43EDWARDS LIFESCIENCES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44DISNEY WALT CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45EATON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46EQUINIX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47EXACT SCIENCES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49EOG RES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50FACEBOOK INC CL A/META PLATFOR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51FANUC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52FREEPORT-MCMORAN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53FORTIVE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54GENERAC HOLDING INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55HILTON WORLDWIDE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56HONEYWELL INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57ISHARES MSCI EAFT GROWTH ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58JANUS ENTERPRISE FUND CL I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60JOHNSON CONTROLS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61JP MORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62KEYENCE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63LOCKHEED MARTIN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64LOWES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65LVMH MOET HENNESSY LOUIS VUITT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66MASTERCARD INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67MCKRESSON CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68MERK AND CO SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69MERCEDESBENZ GROUP AG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70METLIFE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72MORGAN STANLEY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73MONDELEZ INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74NESTLE SA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75NEWMONT CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76NEXTERA ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77NORTHROP GRUMMAN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78NIDEC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79NXP SEMICONDUCTORS NV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80NVIDIA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81PALO ALTO NETWORKS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82PAYPAL HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85PNC FINANCIAL SERVICES GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86PRINCIPAL MIDCAP BLEND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87PROLOGIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88PROCTOR & GAMBLE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89REPLIGEN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90RIO TINTO PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91ROCHE HLDGS AG-GENUSSCHEIN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92ROCHE HOLDING LTD SPONSORED AD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93ROYAL DUTCH SHELL PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94SALESFORCE COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95S&P GLOBAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96SEA LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97SHOPIFY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98SOCIEDAD Q & M CHILE SPDADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99SOUTHWEST AIRLINES CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100STARBUCKS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101SYSCO CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102TAIWAN SEMICONDUCTOR MFG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103TARGET CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm104TELADOC HEALTH INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm105TENCENT HOLDINGS LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm106TRANSUNION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm107THERMO FISHER SCIENTIFIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm108TJX COS INC NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm109TRUIST FINL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm110UNION PAC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm111UNITED HEALTH GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm112US BANCORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm113VANGUARD FTSE EMERGING MKTS ET
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm114VANGUARD SMALL-CAP ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm115VERIZON COMMUNICATIONS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm116VISA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm117VODAFONE GROUP PLC SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm118WALMART INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm119VOLKSWAGEN AG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm120WOODSIDE ENERGY GROUP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0230152
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt155254
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2222864
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0216516
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt155209
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2232005
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0128418
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0406285
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt01471
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt02307
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt06923
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt09230
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0406285
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0929000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0929000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0128418
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IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01370168
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IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0479915
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt025
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt025
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt0144
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt048045
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt048189
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01291
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt05291
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt056259
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0991735
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0536174
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0536174
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt02476
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt056259
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt062735
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02021-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12021-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0782031
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1181853
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0333620
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt130085
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt213
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt342567
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt442567
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt542567

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Filings

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