Civic Intelligence

The Jcm Foundation

990PF • Fiscal year 2023 • EIN 61-1409457

Oct 01, 2022 to Sep 30, 2023 • Filed on Jul 28, 2024

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

31st percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

88th percentile

51%

Higher net margin than 88% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

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.

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

65th percentile

8.4%

Faster asset growth than 65% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

58th percentile

12%

Faster revenue growth than 58% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$3,929,906

Up $304,259 (+8.4%) from 2022

Net Assets

Up

$3,929,906

Up $304,259 (+8.4%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin88th percentile

Revenue

Up

$600,129

Up $63,955 (+12%) from 2022

Expenses

Down

$294,944

Down $696,791 (-70%) from 2022

Net Income

Up

$305,185

Up $760,746 (+167%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth65th 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

2023

Assets$3,929,906
Liabilities$0
Net Assets$3,929,906
Open 2023 Filing

Operations Trend

Revenue Growth58th 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

2023

Revenue$600,129
Expenses$294,944
Net Income$305,185
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2022 to Sep 30, 2023
Signed
Jul 28, 2024
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES F MACGUIDWINDirector-$0--
CHERYL Y MACGUIDWINDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantBrother Rice High SchoolM. Reid MacGuidwin Scholarship and to support funding for construction of new athletic facilityPCBloomfield Hills, MI, US$70,000
Paid GrantJill's HouseGeneral Support-Vienna, VA, US$50,000
Paid GrantThe Salvation ArmyGeneral SupportPCWashington, DC, US$40,000
Paid GrantCristo Rey High schoolGeneral SupportPCSacramento, CA, US$25,000
Paid GrantSamaritan's PurseGeneral SupportPCBoone, NC, US$25,000
Paid GrantARCS Foundation Inc (Metro DC Chapter)Graduate Scholarships FundingPCPotomac, MD, US$15,000
Paid GrantHoly Name Seed FoundationGeneral SupportPCBirmingham, MI, US$10,000
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
2024-07-28
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/StockNm9AMAZON.COM INC.
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12ARISTA NETWORKS INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49IBERDROLA SA
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51ISHARES MSCI EAFT GROWTH ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52JANUS ENTERPRISE FUND CL I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53JAZZ PHARMACEUTICALS PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54JD COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56JOHNSON CONTROLS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57JP MORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58KEYENCE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59LOCKHEED MARTIN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60LOWES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61LVMH MOET HENNESSY LOUIS VUITT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62MARSH & MCLENNAN COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63MASTERCARD INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64MCKRESSON CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65MERK AND CO SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66MERCEDESBENZ GROUP AG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67META PLATFORMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68METLIFE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70MORGAN STANLEY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71MONDELEZ INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72NKE INC CLB
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73NESTLE SA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74NEWMONT CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75NEXTERA ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76NORTHROP GRUMMAN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77NOVO NORDISK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78NVIDIA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79PALO ALTO NETWORKS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80PAYPAL HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82PFIZER INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84PRINCIPAL MIDCAP BLEND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85PROLOGIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86PROCTOR & GAMBLE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87PT BANK CENT ASIA TBK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88RESONA HOLDINGS INC
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/StockNm95SAP SE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96SERVICENOW INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97SHELL PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98SOCIEDAD Q & M CHILE SPDADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99SOUTHWEST AIRLINES CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100STARBUCKS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101SUMTOMO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102SYSCO CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103TAIWAN SEMICONDUCTOR MFG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm104TARGET CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm105TESLA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm106THERMO FISHER SCIENTIFIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm107TJX COS INC NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm108TRUIST FINL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm109UNION PAC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm110UNITED HEALTH GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm111US BANCORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm115VERIZON COMMUNICATIONS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm116VISA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm117VODAFONE GROUP PLC SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm118WALMART INC
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Filings

Displayed year

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

Open filing
Assets
$3,929,906
Liabilities
$0
Net assets
$3,929,906
Revenue
$600,129
Expenses
$294,944
Net income
$305,185
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