Civic Intelligence

J F M Foundation

990PF • Fiscal year 2015 • EIN 84-0833163

Dec 01, 2014 to Nov 30, 2015 • Filed on Mar 23, 2016

Organization Profile
PO Box 5272Denver, CO 80217-5272

(303) 832-3131

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Net Margin

96th percentile

85%

Higher net margin than 96% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Asset Growth

86th percentile

22%

Faster asset growth than 86% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

33rd percentile

-5.4%

Faster revenue growth than 33% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$1,432,455

Up $261,077 (+22%) from 2014

Net Assets

Up

$1,432,455

Up $261,077 (+22%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin96th percentile

Revenue

Down

$308,106

Down $17,718 (-5.4%) from 2014

Expenses

Down

$47,029

Down $95,332 (-67%) from 2014

Net Income

Up

$261,077

Up $77,614 (+42%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth86th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $5,007,616Liabilities 2010: $0Net Assets 2010: $5,007,6162010Assets 2011: $4,407,850Liabilities 2011: $02011Assets 2012: $2,449,960Liabilities 2012: $6,302Net Assets 2012: $2,443,6582012Assets 2013: $987,915Liabilities 2013: $12013Assets 2014: $1,171,378Liabilities 2014: $0Net Assets 2014: $1,171,3782014Assets 2015: $1,432,455Liabilities 2015: $0Net Assets 2015: $1,432,4552015Assets 2017: $1,899,225Liabilities 2017: $0Net Assets 2017: $1,898,2732017Assets 2018: $2,261,477Liabilities 2018: $61,619Net Assets 2018: $2,199,8582018Assets 2019: $1,488,174Liabilities 2019: $0Net Assets 2019: $1,488,1742019Assets 2020: $1,362,883Liabilities 2020: $0Net Assets 2020: $1,362,8832020Assets 2021: $4,281,556Liabilities 2021: $37Net Assets 2021: $4,281,5192021Assets 2022: $5,154,728Liabilities 2022: $0Net Assets 2022: $5,154,7282022Assets 2023: $5,969,891Liabilities 2023: $352,775Net Assets 2023: $5,617,1162023Assets 2024: $6,971,654Liabilities 2024: $352,775Net Assets 2024: $6,618,8792024

Highlighted filing

2015

Assets$1,432,455
Liabilities$0
Net Assets$1,432,455
Open 2015 Filing

Operations Trend

Revenue Growth33rd percentile

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

$4.0M$2.0M$0-$2.0MExpenses 2010: $754,2412010Revenue 2011: $607,410Expenses 2011: $1,207,176Net Income 2011: -$599,7662011Expenses 2012: $2,486,8142012Revenue 2013: $2,093,768Expenses 2013: $3,800,051Net Income 2013: -$1,706,2832013Revenue 2014: $325,824Expenses 2014: $142,361Net Income 2014: $183,4632014Revenue 2015: $308,106Expenses 2015: $47,029Net Income 2015: $261,0772015Revenue 2017: $199,936Expenses 2017: $57,050Net Income 2017: $142,8862017Revenue 2018: $344,632Expenses 2018: $43,999Net Income 2018: $300,6332018Revenue 2019: $296,658Expenses 2019: $61,973Net Income 2019: $234,6852019Revenue 2020: $316,825Expenses 2020: $442,116Net Income 2020: -$125,2912020Revenue 2021: $2,865,576Expenses 2021: $73,450Net Income 2021: $2,792,1262021Revenue 2022: $1,028,438Expenses 2022: $67,267Net Income 2022: $961,1712022Revenue 2023: $580,066Expenses 2023: $44,997Net Income 2023: $535,0692023Revenue 2024: $1,506,880Expenses 2024: $503,976Net Income 2024: $1,002,9042024

Highlighted filing

2015

Revenue$308,106
Expenses$47,029
Net Income$261,077
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2014 to Nov 30, 2015
Signed
Mar 23, 2016
Return Version
2014v6.0
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jan Perry MayerPresident-$0--
Frederick M MayerVice President/Secretary-$0--
Anthony R MayerVice President/Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
JFM Foundation
EIN
84-0833163
In Care Of
% JFM FOUNDATION
Phone
3038323131
Address
PO Box 5272, Denver, CO 80217-5272

Signing Officer

Name
Jan Perry Mayer
Title
Officer
Phone
3038629550
Signed
2016-03-23
Discuss with paid preparer
Yes

Preparer

Firm
Bkd Llp
Address
1801 CALIFORNIA STREET SUITE 2900, DENVER, CO 80202
Preparer
Mary C Carr CPA
Phone
3038614545
Raw XML Appendix369 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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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2BNY MELLON CLASS ACTION PROCEEDS
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Jan Perry Mayer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Frederick M Mayer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Anthony R Mayer
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Vice President/Treasurer
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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0210 UNIVERSITY BOULEVARD SUITE 650
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Denver
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd080206
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CO
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0true
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0JFM FOUNDATION
IRS990PF/StatementsRegardingActyGrp/PhoneNum03038320815
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0true
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0JAN PERRY MAYER
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt07
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt053078
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt053071
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt037982
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt03679613
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt02256064
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0815648
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0402705
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt053071
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0349634
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt06789307
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt037982
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt03679613
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt02256064
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0815648
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02012
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02011
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02010
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt07
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt07138941
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt07192012
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt01419
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt11103
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0COMPUTER
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt1COMPUTER
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt01419
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt11103
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0TRIO FOUNDATION CHARITABLE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1CONTRIBUTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2TRIO FOUNDATION OTHER
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3PORTFOLIO DEDUCTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4TRIO FOUNDATION INVESTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6OFFICE SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc7MISCELLANEOUS EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt07
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt08210
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt155
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt276
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt31925
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt07
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt18210
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt255
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt376
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt41925
OtherIncomeSchedule2/OtherIncomeDetail/Desc0TRIO FOUNDATION ORDINARY INCOME
OtherIncomeSchedule2/OtherIncomeDetail/Desc1TRIO FOUNDATION RENTAL INCOME
OtherIncomeSchedule2/OtherIncomeDetail/Desc2TRIO FOUNDATION ROYALTY INCOME
OtherIncomeSchedule2/OtherIncomeDetail/Desc3TRIO FOUNDATION OTHER MISC INCOME
OtherIncomeSchedule2/OtherIncomeDetail/Desc4TRIO FOUNDATION OTHER DEDUCTIONS
OtherIncomeSchedule2/OtherIncomeDetail/Desc5TRIO FOUNDATION FOREIGN TAXES
OtherIncomeSchedule2/OtherIncomeDetail/Desc6OIL & GAS ROYALTY INCOME
OtherIncomeSchedule2/OtherIncomeDetail/Desc7BOOK/TAX DIFFERENTIAL FROM K-1
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt015645
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt1-470
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt2154
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt32
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt4-876
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt5-65
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt6180348
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt020938
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1-423
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt2449
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt32
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt4-3595
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt5-65
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt6180348
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt717395
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0DUE TO TRIO FOUNDATION
TaxesSchedule/TaxesDetail/Amt0175
TaxesSchedule/TaxesDetail/Amt17927
TaxesSchedule/TaxesDetail/Amt215508
TaxesSchedule/TaxesDetail/Amt38482
TaxesSchedule/TaxesDetail/CategoryTxt0TAXES - STATE
TaxesSchedule/TaxesDetail/CategoryTxt1TAXES - ROYALTY INCOME
TaxesSchedule/TaxesDetail/CategoryTxt2TAXES - PROPERTY TAXES
TaxesSchedule/TaxesDetail/CategoryTxt3FEDERAL TAXES - 990PF
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt07927
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt115508
TransfersFrmControlledEntities/TransfersFromControlledEntGrp/Amt00
TransfersFrmControlledEntities/TransfersFromControlledEntGrp/BusinessName/BusinessNameLine1Txt0Trio Foundation
TransfersFrmControlledEntities/TransfersFromControlledEntGrp/Desc0FOUNDATION RECEIVES A PASS-THROUGH K-1, REPORTS ITEMS OF INCOME AND EXPENSE
TransfersFrmControlledEntities/TransfersFromControlledEntGrp/EIN0263800947
TransfersFrmControlledEntities/TransfersFromControlledEntGrp/USAddress/AddressLine1Txt0PO Box 5272
TransfersFrmControlledEntities/TransfersFromControlledEntGrp/USAddress/CityNm0Denver
TransfersFrmControlledEntities/TransfersFromControlledEntGrp/USAddress/StateAbbreviationCd0CO
TransfersFrmControlledEntities/TransfersFromControlledEntGrp/USAddress/ZIPCd080217
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jan Perry Mayer
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Officer
ReturnHeader/BusinessOfficerGrp/PhoneNum03038629550
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-03-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JFM Foundation
ReturnHeader/Filer/BusinessNameControlTxt0JFMF
ReturnHeader/Filer/EIN0840833163
ReturnHeader/Filer/InCareOfNm0% JFM FOUNDATION
ReturnHeader/Filer/PhoneNum03038323131
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 5272
ReturnHeader/Filer/USAddress/CityNm0Denver
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd0802175272
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BKD LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01801 CALIFORNIA STREET SUITE 2900
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DENVER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd080202
ReturnHeader/PreparerPersonGrp/PhoneNum03038614545
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mary C Carr CPA
ReturnHeader/ReturnTs02016-03-23T12:06:06-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-12-01
ReturnHeader/TaxPeriodEndDt02015-11-30
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,432,455
Liabilities
$0
Net assets
$1,432,455
Revenue
$308,106
Expenses
$47,029
Net income
$261,077
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.97$0.35$6.62$1.51$0.50$1.00
2023Detailed filing. Detailed filing data is available for this year.$5.97$0.35$5.62$0.58$0.04$0.54
2022Detailed filing. Detailed filing data is available for this year.$5.15$0.00$5.15$1.03$0.07$0.96
2021Detailed filing. Detailed filing data is available for this year.$4.28$0.00$4.28$2.87$0.07$2.79
2020Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.32$0.44$0.13
2019Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.30$0.06$0.23
2018Detailed filing. Detailed filing data is available for this year.$2.26$0.06$2.20$0.34$0.04$0.30
2017Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$0.20$0.06$0.14
2015Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.31$0.05$0.26
2014Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.33$0.14$0.18
2013Summary only. Only limited summary data is available for this year.$0.99$0.00$2.09$3.80$1.71
2012Detailed filing. Detailed filing data is available for this year.$2.45$0.01$2.44$2.49
2011Summary only. Only limited summary data is available for this year.$4.41$0.00$0.61$1.21$0.60
2010Detailed filing. Detailed filing data is available for this year.$5.01$0.00$5.01$0.75