Civic Intelligence

J F M Foundation

990PF • Fiscal year 2017 • EIN 84-0833163

Dec 01, 2016 to Nov 30, 2017 • Filed on Jul 15, 2018

PO Box 5272Denver, CO 80217-5272

(303) 862-9550

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

24th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

95th percentile

71%

Higher net margin than 95% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

78th percentile

15%

Faster asset growth than 78% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2015 to 2017

Revenue Growth

13th percentile

-19%

Faster revenue growth than 13% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2015 to 2017

Assets

Up

$1,899,225

Up $466,770 (+33%) from 2015

Net Assets

Up

$1,898,273

Up $465,818 (+33%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$199,936

Down $108,170 (-35%) from 2015

Expenses

Up

$57,050

Up $10,021 (+21%) from 2015

Net Income

Down

$142,886

Down $118,191 (-45%) from 2015

Historical Trend

Balance Sheet Trend

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

2017

Assets$1,899,225
Liabilities$0
Net Assets$1,898,273

Operations Trend

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

2017

Revenue$199,936
Expenses$57,050
Net Income$142,886
Jump To
Filing Snapshot
Filing Period
Dec 1, 2016 to Nov 30, 2017
Signed
Jul 15, 2018
Return Version
2016v3.1
Compensation and Service Providers

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
3038629550
Address
PO Box 5272, Denver, CO 80217-5272

Signing Officer

Name
Jan Perry Mayer
Title
Officer
Signed
2018-07-15
Discuss with paid preparer
Yes

Preparer

Firm
Bkd Llp
Address
1801 California St Ste 2900, Denver, CO 80202
Preparer
Mary C Carr CPA
Phone
3038614545
Raw XML Appendix388 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Jan Perry Mayer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Frederick M Mayer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Anthony R Mayer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Vice President/Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Vice President/Treasurer
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IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0true
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
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IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt068744
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt066421
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt037982
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt03679613
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt02256064
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt066421
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt02189643
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt03717595
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt037982
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt03679613
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02012
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02323
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt05907238
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt05973659
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
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LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt11103
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LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt1COMPUTER
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LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt11103
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3PORTFOLIO DEDUCTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4TRIO FOUNDATION INVESTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc7PENALTIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt01
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt06991
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt15
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt215
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt16991
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt25
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt315
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4443
OtherIncomeSchedule2/OtherIncomeDetail/Desc0TRIO FOUNDATION ORDINARY INCOME
OtherIncomeSchedule2/OtherIncomeDetail/Desc1TRIO FOUNDATION RENTAL INCOME
OtherIncomeSchedule2/OtherIncomeDetail/Desc2TRIO FOUNDATION ROYALTY INCOME
OtherIncomeSchedule2/OtherIncomeDetail/Desc3Other Portfolio 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/Desc8LEASE PAYMENT
OtherIncomeSchedule2/OtherIncomeDetail/Desc9MISC INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt073
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt196
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt245
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt3986
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt4-170
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt5-98
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt6224235
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt7264
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt8212
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt02136
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1153
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt2290
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt3986
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt4-272
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt5-98
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt6224235
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt7-61662
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt8264
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt9212
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0DUE TO TRIO FOUNDATION
TaxesSchedule/TaxesDetail/Amt02424
TaxesSchedule/TaxesDetail/Amt110750
TaxesSchedule/TaxesDetail/Amt213583
TaxesSchedule/TaxesDetail/Amt314501
TaxesSchedule/TaxesDetail/CategoryTxt0TAXES - STATE
TaxesSchedule/TaxesDetail/CategoryTxt1TAXES - ROYALTY INCOME
TaxesSchedule/TaxesDetail/CategoryTxt2TAXES - PROPERTY TAXES
TaxesSchedule/TaxesDetail/CategoryTxt3FEDERAL TAXES - 990PF
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt010750
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt113583
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/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAN PERRY MAYER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-07-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JFM Foundation
ReturnHeader/Filer/BusinessNameControlTxt0JFMF
ReturnHeader/Filer/EIN0840833163
ReturnHeader/Filer/InCareOfNm0% JFM FOUNDATION
ReturnHeader/Filer/PhoneNum03038629550
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 5272
ReturnHeader/Filer/USAddress/CityNm0Denver
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd0802175272
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId095290542E036135C3CFC3DACF3699863EAF69AAA
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A87C6BAFC2DC1B46AC5B9C45BC7E1BD10CD56C93
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId084022820181945000000
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-07-13
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.126.162
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BKD LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01801 California St Ste 2900
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Denver
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd080202
ReturnHeader/PreparerPersonGrp/PhoneNum03038614545
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mary C Carr CPA
ReturnHeader/ReturnTs02018-07-13T12:53:14-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-12-01
ReturnHeader/TaxPeriodEndDt02017-11-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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