Civic Intelligence

John Graham Foundation Irrv Trust

990PF • Fiscal year 2014 • EIN 91-6339306

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 11, 2015

Organization Profile
1201 Third Ave Suite 4900Seattle, WA 98101-3099

(206) 359-8555

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.

2014 filings • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

27th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Net Margin

9th percentile

-50%

Higher net margin than 9% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

43rd percentile

$5,175

Higher top officer pay than 43% of similar nonprofits.

Top officer pay equals 2.8% of source-year revenue.

2014 filings • $1M-$5M nonprofits • Source year 2014

Asset Growth

14th percentile

-7.1%

Faster asset growth than 14% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

96th percentile

239%

Faster revenue growth than 96% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets28th percentile

Assets

Down

$1,214,603

Down $92,795 (-7.1%) from 2013

Net Assets

Down

$1,214,603

Down $92,795 (-7.1%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin9th percentile

Revenue

Up

$181,938

Up $128,256 (+239%) from 2013

Expenses

Down

$273,776

Down $47,589 (-15%) from 2013

Net Income

Up

-$91,838

Up $175,845 (+66%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth14th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,572,448Liabilities 2010: $0Net Assets 2010: $1,572,4482010Assets 2011: $1,501,947Liabilities 2011: $0Net Assets 2011: $1,501,9472011Assets 2012: $1,575,369Liabilities 2012: $0Net Assets 2012: $1,575,3692012Assets 2013: $1,307,398Liabilities 2013: $0Net Assets 2013: $1,307,3982013Assets 2014: $1,214,603Liabilities 2014: $0Net Assets 2014: $1,214,6032014Assets 2015: $1,248,706Liabilities 2015: $0Net Assets 2015: $1,248,7062015Assets 2016: $1,185,734Liabilities 2016: $0Net Assets 2016: $1,185,7342016Assets 2018: $1,093,042Liabilities 2018: $0Net Assets 2018: $1,093,0422018Assets 2019: $1,028,203Liabilities 2019: $0Net Assets 2019: $1,028,2032019Assets 2020: $804,564Liabilities 2020: $0Net Assets 2020: $804,5642020Assets 2021: $862,643Liabilities 2021: $12021Assets 2022: $764,975Liabilities 2022: $0Net Assets 2022: $764,9752022Assets 2023: $894,430Liabilities 2023: $12023Assets 2024: $1,031,526Liabilities 2024: $0Net Assets 2024: $1,031,5262024

Highlighted filing

2014

Assets$1,214,603
Liabilities$0
Net Assets$1,214,603
Open 2014 Filing

Operations Trend

Revenue Growth96th percentile

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

$400K$200K$0-$200K-$400KExpenses 2010: $222,0532010Expenses 2011: $223,2632011Expenses 2012: $242,0192012Revenue 2013: $53,682Expenses 2013: $321,365Net Income 2013: -$267,6832013Revenue 2014: $181,938Expenses 2014: $273,776Net Income 2014: -$91,8382014Revenue 2015: $250,588Expenses 2015: $221,082Net Income 2015: $29,5062015Revenue 2016: $208,794Expenses 2016: $271,612Net Income 2016: -$62,8182016Revenue 2018: $288,603Expenses 2018: $318,378Net Income 2018: -$29,7752018Revenue 2019: $257,472Expenses 2019: $322,311Net Income 2019: -$64,8392019Revenue 2020: $123,701Expenses 2020: $347,340Net Income 2020: -$223,6392020Revenue 2021: $81,842Expenses 2021: $23,759Net Income 2021: $58,0832021Revenue 2022: $86,314Expenses 2022: $27,553Net Income 2022: $58,7612022Revenue 2023: $129,474Expenses 2023: $32,151Net Income 2023: $97,3232023Revenue 2024: $167,179Expenses 2024: $36,347Net Income 2024: $130,8322024

Highlighted filing

2014

Revenue$181,938
Expenses$273,776
Net Income-$91,838
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 11, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PERKINS COIE TRUST COMPANYAgent-$5,175-$5,175
THOMAS C GORESTrustee-$0--
J KEVIN CALLAGHANTrustee-$0--
STANLEY D SAVAGETrustee-$0--
Filing and Contact Details

Filer

Filer Name
John Graham Foundation
EIN
91-6339306
Phone
2063598555
Address
1201 THIRD AVE SUITE 4900, SEATTLE, WA 98101-3099

Signing Officer

Name
Thomas C Gores
Title
Trustee
Phone
2063598555
Signed
2015-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
155 NORTH WACKER DRIVE, CHICAGO, IL 60606-1787
Preparer
Wesley Hirschberg
Phone
3128792000
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26OCCIDENTAL PETROLEUM
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28WELLS FARGO & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29BERKSHIRE HATHAWAY CL B
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32HESS CORPORATION
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41CERNER CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42EOG RESOURCES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43FEDEX CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51DANAHER
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53FORD MOTOR CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54GILEAD SCIENCES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55TRW AUTOMOTIVE HOLDINGS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56COGNIZANT TECHNOLOGY SOLUTIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57BORG WARNER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58CVS HEALTH CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59ECOLAB INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60FACEBOOK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61FLUOR CORP NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62GOOGLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63HEWLETT PACKARD CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64LAM RESEARCH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65MCKESSON CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66WEC ENERGY GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67YAHOO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68VF CORPORATION
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70STERICYCLE INC
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt057067
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt017924
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt134055
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt21986
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt45131
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt522783
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt623582
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt77595
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt88211
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt912067
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt102733
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt112697
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt126008
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1316660
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt148786
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt153567
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt165239
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt175163
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt185492
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1912105
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt205586
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2112739
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt229557
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2363952
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2431455
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2529103
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2613400
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2727026
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0ETF POWERSHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1ELEMENTS ROGERS TOTAL RETURN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2ANHEUSER-BUSCH ADR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3SCHLUMBERGER LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4ALP ALERIAN MLF ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5ISHARES CORE S&P MIDCAP ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6ISHARES 3-7 YR BD ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7SPDR S&P EMERGING ASIA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8VANGUARD EMERGING MARKETS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9VANGUARD LARGE CAP ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10COVIDIEN PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11CEF ISHARES S&P SCAP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12POWERSHARES ETF 1000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13VANGUARD FTSE EUROPE ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14VANGUARD SMALL CAP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15ACTAVIS PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16MICHAEL KORS HOLDINGS LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17STRATASYS LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18VANGUARD SHORT-TERM BD ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19ETF VANGUARD DEVELOPED MARK ET
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20VANGUARD WHITEHALL ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21ETF VANGUARD FTSE US
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22ISHARES MCSI PACIFIC EX-JAPAN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23ISHARES MSCI EAFE INDEX FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt24ETF POWERSHARES S&P500
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt25VANGUARD SHORT-TERM CORPORATE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt26ISHARES RUSSELL MIDCAP VALUE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt27IPATH DJ-UBS COMMDTY ETN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt033949
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt127556
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt23594
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt623361
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt78758
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt812806
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt917368
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt115752
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd15AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd16AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd17AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd18AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd19AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd20AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd21AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd22AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd23AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd24AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd25AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd26AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd27AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt041469
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0116938

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,214,603
Liabilities
$0
Net assets
$1,214,603
Revenue
$181,938
Expenses
$273,776
Net income
-$91,838
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.17$0.04$0.13
2023Summary only. Only limited summary data is available for this year.$0.89$0.00$0.13$0.03$0.10
2022Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$0.09$0.03$0.06
2021Summary only. Only limited summary data is available for this year.$0.86$0.00$0.08$0.02$0.06
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.80$0.00$0.80$0.12$0.35$0.22
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.03$0.00$1.03$0.26$0.32$0.06
2018Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.29$0.32$0.03
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.19$0.00$1.19$0.21$0.27$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.25$0.22$0.03
2014Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.18$0.27$0.09
2013Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.05$0.32$0.27
2012Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.24
2011Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.22
2010Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$0.22