Civic Intelligence

Joseph T Mcivor Foundation

990PF • Fiscal year 2021 • EIN 86-2160353

Jun 01, 2021 to Dec 31, 2021 • Filed on Feb 22, 2023

Organization Profile
830 Dry Fork RdGladys, VA 24554

(434) 665-0246

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

Higher debt load relative to assets than 31% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

Higher debt load relative to revenue than 30% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

98th percentile

99%

Higher net margin than 98% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

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.

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

Score unavailable

No value available

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

Source year 2021

Revenue Growth

Score unavailable

No value available

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

Source year 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

$1,705,674

No earlier filing loaded for comparison.

Net Assets

$1,705,674

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin98th percentile

Revenue

$1,724,245

No earlier filing loaded for comparison.

Expenses

$18,571

No earlier filing loaded for comparison.

Net Income

$1,705,674

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$2.0M$1.5M$1.0M$500K$0Assets 2021: $1,705,674Liabilities 2021: $0Net Assets 2021: $1,705,6742021Assets 2022: $1,794,232Liabilities 2022: $1Net Assets 2022: $1,794,2322022Assets 2023: $1,742,722Liabilities 2023: $1Net Assets 2023: $1,742,7222023Assets 2024: $1,635,286Liabilities 2024: $0Net Assets 2024: $1,635,2862024

Highlighted filing

2021

Assets$1,705,674
Liabilities$0
Net Assets$1,705,674
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2021: $1,724,245Expenses 2021: $18,571Net Income 2021: $1,705,6742021Revenue 2022: $147,913Expenses 2022: $59,355Net Income 2022: $88,5582022Revenue 2023: $22,621Expenses 2023: $74,131Net Income 2023: -$51,5102023Revenue 2024: $18,490Expenses 2024: $80,053Net Income 2024: -$61,5632024

Highlighted filing

2021

Revenue$1,724,245
Expenses$18,571
Net Income$1,705,674
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2021 to Dec 31, 2021
Signed
Feb 22, 2023
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
THOMAS W MORRISPresident-$0--
H ERNIE DAVISVice President-$0--
J PRESTON COATESTreasurer-$0--
MARY KATHRYN MCIVORSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Joseph T Mcivor Foundation
EIN
86-2160353
Phone
4346650246
Address
830 DRY FORK RD, GLADYS, VA 24554

Signing Officer

Name
Thomas W Morris
Title
President
Phone
4346650246
Signed
2023-02-22
Discuss with paid preparer
Yes

Preparer

Firm
Davidson Doyle & Hilton Llp
Address
PO BOX 800, LYNCHBURG, VA 24505-0800
Preparer
J Lyons Davidson CPA
Phone
4348467611
Raw XML Appendix355 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/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0NO FORMAL FORM. APPLICATION CAN BE MADE BY SENDING A REQUEST BY LETTER.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0THOMAS W MORRIS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum04346650246
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0830 DRY FORK RD
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0GLADYS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0VA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd024554
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt08000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt14000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0OPERATING EXPENSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1OPERATING EXPENSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0PATRICK HENRY MEMORIAL FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1THE MAIN ACT THEATER TROUPE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01250 RED HILL RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1246 MAIN ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BROOKNEAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BROOKNEAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd024528
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd124528
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt012000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt012000
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt046250
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt012000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt034250
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0JOSEPH THOMAS MCIVOR REV TR UA 6914 AS AMENDED
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt1JOSEPH THOMAS MCIVOR REV TR UA 6914 AS AMENDED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt01504 SWINGING BRIDGE RD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt11504 SWINGING BRIDGE RD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0GLADYS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1GLADYS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0VA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1VA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd024554
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd124554
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0133046
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt11521799
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum02
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt01521799
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0STOCKS-28826 BOTJ/63347 EXCHANGE TRADED & MUTAL FUNDS
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02021-06-30
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OFFICE SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt09
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt09
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt06424
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISOR FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt06424
TaxesSchedule/TaxesDetail/Amt0138
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0138
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-03-07 01:45:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS W MORRIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04346650246
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-02-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOSEPH T MCIVOR FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JOSE
ReturnHeader/Filer/EIN0862160353
ReturnHeader/Filer/PhoneNum04346650246
ReturnHeader/Filer/USAddress/AddressLine1Txt0830 DRY FORK RD
ReturnHeader/Filer/USAddress/CityNm0GLADYS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd024554
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0541953476
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DAVIDSON DOYLE & HILTON LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LYNCHBURG
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0245050800
ReturnHeader/PreparerPersonGrp/PhoneNum04348467611
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0J LYONS DAVIDSON CPA
ReturnHeader/ReturnTs02023-02-22T09:59:57-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0THOMAS
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MORRIS
ReturnHeader/TaxPeriodBeginDt02021-06-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,705,674
Liabilities
$0
Net assets
$1,705,674
Revenue
$1,724,245
Expenses
$18,571
Net income
$1,705,674
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.02$0.08$0.06
2023Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.02$0.07$0.05
2022Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.79$0.15$0.06$0.09
2021Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$1.72$0.02$1.71