Civic Intelligence

Jesse W Couch Charitable Foundation

990PF • Fiscal year 2018 • EIN 81-1587228

Jan 01, 2018 to Dec 31, 2018 • Filed on Apr 25, 2019

Foundation Source 501 Silverside RdWilmington, DE 19809-1377

(800) 839-1754

Siviq Scores

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

Liabilities / Assets

10th percentile

0.00x

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

2018 filings • $25M-$50M nonprofits • Source year 2018

Liabilities / Revenue

10th percentile

0.00x

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

2018 filings • $25M-$50M nonprofits • Source year 2018

Net Margin

4th percentile

-77%

Higher net margin than 4% of similar nonprofits.

2018 filings • $25M-$50M nonprofits • Source year 2018

Top Officer Pay

23rd percentile

$100,000

Higher top officer pay than 23% of similar nonprofits.

Top officer pay equals 15.4% of source-year revenue.

2018 filings • $25M-$50M nonprofits • Source year 2018

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Assets

$32,775,535

No earlier filing loaded for comparison.

Net Assets

$32,775,535

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$650,634

No earlier filing loaded for comparison.

Expenses

$1,151,175

No earlier filing loaded for comparison.

Net Income

-$500,541

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$40M$30M$20M$10M$0Assets 2018: $32,775,535Liabilities 2018: $0Net Assets 2018: $32,775,5352018Assets 2020: $32,557,943Liabilities 2020: $0Net Assets 2020: $32,557,9432020Assets 2021: $30,772,101Liabilities 2021: $0Net Assets 2021: $30,772,1012021Assets 2022: $27,531,078Liabilities 2022: $0Net Assets 2022: $27,531,0782022Assets 2024: $27,498,230Liabilities 2024: $0Net Assets 2024: $27,498,2302024

Highlighted filing

2018

Assets$32,775,535
Liabilities$0
Net Assets$32,775,535

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2018: $650,634Expenses 2018: $1,151,175Net Income 2018: -$500,5412018Revenue 2020: $1,611,605Expenses 2020: $2,440,866Net Income 2020: -$829,2612020Revenue 2021: $1,083,799Expenses 2021: $2,869,641Net Income 2021: -$1,785,8422021Revenue 2022: $775,539Expenses 2022: $3,633,886Net Income 2022: -$2,858,3472022Revenue 2024: $4,106,396Expenses 2024: $2,905,932Net Income 2024: $1,200,4642024

Highlighted filing

2018

Revenue$650,634
Expenses$1,151,175
Net Income-$500,541
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Apr 25, 2019
Return Version
2018v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sean CouchTrusteePT$100,000-$100,000
Houston Trust CompanyTrustee-$0--
Larry MaddoxTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Jesse W Couch Charitable Foundation
EIN
81-1587228
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
Sean W Couch
Title
president
Phone
8008391754
Signed
2019-04-25
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
One Hollow Ln Ste 212, Lake Success, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
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CompensationExplanation/CompensationExplanationGrp/PersonNm1Larry Maddox
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0*HOUSTON TRUST COMPANY, TRUSTEE OF JESSE W. COUCH CHARITABLE FOUNDATION (THE "FOUNDATION"), IS A DISQUALIFIED PERSON WITH RESPECT TO THE FOUNDATION. DURING TAXABLE YEAR ENDING DECEMBER 31, 2018, THE FOUNDATION PAID $156,006 TO HOUSTON TRUST COMPANY FOR ADMINISTRATION OF FOUNDATION AND INVESTMENT MANAGEMENT SERVICES AS REPORTED IN FORM 990-PF, PART I, LINE 16C.
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt1*LARRY MADDOX, TRUSTEE OF JESSE W. COUCH CHARITABLE FOUNDATION (THE "FOUNDATION"), IS A PARTNER AT THE ACCOUNTING FIRM OF MADDOX THOMSON & ASSOCIATES, A DISQUALIFIED PERSON WHICH PROVIDES ACCOUNTING SERVICES TO THE FOUNDATION. DURING THE TAXABLE YEAR ENDING DECEMBER 31, 2018, THE FOUNDATION PAID $2,900 FOR ACCOUNTING SERVICES RENDERED BY SUCH DISQUALIFIED PERSON AS REPORTED IN FORM 990-PF, PART I, LINE 16B. SUCH ACCOUNTING FIRM BILLED THE FOUNDATION AT THE SAME RATE OR BELOW THE RATE IT CHARGES ITS OTHER CLIENTS.
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ABBVIE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2ADOBE SYSTEMS, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3AES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4AIR PRODS & CHEM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5AKAMAI TECH COM STK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6ALPHABET INC CL C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7AMAZON COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8AMGEN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10ARES CAP CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11AT&T, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12BANK OF AMERICA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13BB&T CP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14BHP BILLITON SP ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15CABOT OIL & GAS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16CELGENE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17CENTERPOINT ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19CINCINNATI FINANCIAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20CISCO SYSTEMS INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23CONOCOPHILLIPS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24CROWN CASTLE INTL
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26CUMMINS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27DANAHER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28DICK'S SPORTING GDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29DIGITAL RLTY TR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30DOMINION ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31DUKE ENERGY CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32EMERSON ELECTRIC CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33ENTERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34EOG RESOURCES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35ESTEE LAUDER COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37F M C CP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38FIRST ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39GARMIN LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40GENUINE PARTS COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41GILEAD SCIENCES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42GLACIER BANCORP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43GLAXOSMITHKLINE PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45HONEYWELL INTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46HOST HOTELS & RESORTS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47INTERNATIONAL PAPER CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48INVESCO PREFERRED ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49IRON MOUNTAIN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50ISHARES IBOXX $ HIGH YIELD COR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51ISHARES IBOXX $ INVESTMENT GRA
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54JP MORGAN CHASE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55KIMBERLY CLARK CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56KIRBY CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57LAMAR ADVERTISING CO CL A REIT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58LOCKHEED MARTIN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59LYONDELLBASELL INDUSTRIES NV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60MARTIN MARIETTA MATLS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61MAXIM INTEGRATED PRODS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62MERCK & CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63METLIFE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65MOODYS CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67NIKE INC-CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68OBSIDIAN ENERGY LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69OCCIDENTAL PETROLEUM CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71PAYCHEX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72PEOPLE'S UNITED FINANCIAL, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74PERKIN ELMER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76PIONEER NAT RES CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77PROCTER GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78PRUDENTIAL FINCL INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81ROYAL DUTCH SHEL PLC SPONS ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82SIMON PPTY GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83TESLA MOTORS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84TEXAS INSTRUMENTS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85THE COCA-COLA CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86THERMO FISHER SCIENTIFIC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87TORONTO DOMINION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88TRIMBLE NAV LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89UNION PACIFIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90UNITED PARCEL SERVICE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91US BANCORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93VANGAURD FTSE SOCIAL INDEX
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98VISA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99WALT DISNEY HOLDINGS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100WASTE CONNECTIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101WATSCO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102WESTERN UNION CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103ZIONS BANCORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm104ZOETIS INC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt21
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0MINERAL INTEREST - BRAZORIA CT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1MINERAL INTEREST - CALHOUN CTY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2MINERAL INTEREST - VICTORIA CT
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