Civic Intelligence

James E Mcdonnell II 2012 Charitable Tr

EIN 81-6876542 • Baltimore, MD

co Frank S Jones7 St Paul StrBaltimore, MD 21202
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2022

Liabilities / Revenue

62nd percentile

0.00x

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

<$500k nonprofits • Source year 2022

Net Margin

1st percentile

-567325%

Higher net margin than 1% of similar nonprofits.

<$500k nonprofits • Source year 2022

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

<$500k nonprofits • Source year 2020

Asset Growth

10th percentile

-100%

Faster asset growth than 10% of similar nonprofits.

<$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

24th percentile

-33%

Faster revenue growth than 24% of similar nonprofits.

<$500k nonprofits • Annualized from 2021 to 2022

Assets

Down

$0

Down $675,117 (-100%) from 2021

Liabilities

Flat

$0

Flat from 2021

Net Assets

Down

$0

Down $675,117 (-100%) from 2021

Revenue

Down

$119

Down $58 (-33%) from 2021

Expenses

Up

$675,236

Up $639,165 (+1772%) from 2021

Net Income

Down

-$675,117

Down $639,223 (-1781%) from 2021

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.0M$500K$0Assets 2017: $821,603Liabilities 2017: $0Net Assets 2017: $821,6032017Assets 2018: $783,192Liabilities 2018: $0Net Assets 2018: $783,1922018Assets 2019: $758,531Liabilities 2019: $1Net Assets 2019: $758,5312019Assets 2020: $711,011Liabilities 2020: $1Net Assets 2020: $711,0112020Assets 2021: $675,117Liabilities 2021: $0Net Assets 2021: $675,1172021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2022

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500K-$1.0MRevenue 2017: $1,479Expenses 2017: $78,449Net Income 2017: -$76,9702017Revenue 2018: $5,102Expenses 2018: $43,513Net Income 2018: -$38,4112018Revenue 2019: $5,856Expenses 2019: $30,517Net Income 2019: -$24,6612019Revenue 2020: $893Expenses 2020: $48,412Net Income 2020: -$47,5192020Revenue 2021: $177Expenses 2021: $36,071Net Income 2021: -$35,8942021Revenue 2022: $119Expenses 2022: $675,236Net Income 2022: -$675,1172022

Highlighted filing

2022

Revenue$119
Expenses$675,236
Net Income-$675,117

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Apr 13, 2023
Return Version
2022v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Thomas M McDonnellCo-Trustee-$3,000-$3,000
Charles E GarrisCo-Trustee-$1,800-$1,800
Frank S JonesSuccessor Co-Trustee-$0--
W Kyle GoreSuccessor Co-Trustee-$0--
Filing and Contact Details

Filer

Filer Name
James E McDonnell II 2012 Charitable
EIN
81-6876542
Phone
4103478707
Address
co Frank S Jones7 St Paul Str, Baltimore, MD 21202

Signing Officer

Name
Frank S Jones jr
Title
Co-Trustee
Phone
4103478707
Signed
2023-04-13

Preparer

Firm
Whiteford Taylor & Preston LLP
Address
7 Saint Paul Street, Baltimore, MD 21202
Preparer
David Baker
Phone
4103478700
Raw XML Appendix282 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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DissolutionStmt/DissolutionInformationGrp/ShortExplanationTxt0The cash contained in Merrill Lynch Account number 736-15630 was distributed to the Boys' Latin School of Maryland's Lacrosse program in accordance with a Plan of Dissolution prepared as of ___________, 2023.
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IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0669421
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0669421
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0669421
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0669421
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0669421
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LiquidationExplanationStmt/ExplanationTxt0The James E. McDonnell 2012 Charitable Trust (the "Charitable Trust") was dissolved as of June 5, 2022 and its assets distributed to the Boys' Latin School of Maryland's Lacrosse Program in accordance with the Charitable Trust agreement.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Frank S Jones jr
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Co-Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum04103478707
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-04-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0James E McDonnell II 2012 Charitable
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Trust
ReturnHeader/Filer/BusinessNameControlTxt0JAME
ReturnHeader/Filer/EIN0816876542
ReturnHeader/Filer/PhoneNum04103478707
ReturnHeader/Filer/USAddress/AddressLine1Txt0co Frank S Jones7 St Paul Str
ReturnHeader/Filer/USAddress/CityNm0Baltimore
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd021202
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0520619214
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Whiteford Taylor & Preston LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07 Saint Paul Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Baltimore
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd021202
ReturnHeader/PreparerPersonGrp/PhoneNum04103478700
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0David Baker
ReturnHeader/ReturnTs02023-04-13T15:28:25-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Frank
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Jones jr
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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