Civic Intelligence

Jfact Fund Inc.

990EZ • Fiscal year 2017 • EIN 06-1491945

Oct 01, 2016 to Sep 30, 2017 • Filed on Feb 19, 2018

40 Woodland StreetHartford, CT 06105

(860) 727-5701

Siviq Scores

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

Liabilities / Assets

76th percentile

0.07x

Higher debt load relative to assets than 76% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

87th percentile

0.18x

Higher debt load relative to revenue than 87% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

11th percentile

-34%

Higher net margin than 11% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$134

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.1% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

32nd percentile

-7.4%

Faster asset growth than 32% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

20th percentile

-25%

Faster revenue growth than 20% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$304,978

Down $24,430 (-7.4%) from 2016

Net Assets

Down

$282,295

Down $35,281 (-11%) from 2016

Liabilities

Up

$22,683

Up $10,851 (+92%) from 2016

Revenue

Down

$122,648

Down $41,195 (-25%) from 2016

Expenses

Up

$164,004

Up $50,142 (+44%) from 2016

Net Income

Down

-$41,356

Down $91,337 (-183%) from 2016

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2010: $280,438Liabilities 2010: $21,152Net Assets 2010: $259,2862010Assets 2011: $271,038Liabilities 2011: $19,747Net Assets 2011: $251,2912011Assets 2012: $253,610Liabilities 2012: $20,249Net Assets 2012: $233,3612012Assets 2013: $257,973Liabilities 2013: $8,750Net Assets 2013: $249,2232013Assets 2014: $1,780Liabilities 2014: $0Net Assets 2014: $02014Assets 2015: $262,920Liabilities 2015: $514Net Assets 2015: $262,4062015Assets 2016: $329,408Liabilities 2016: $11,832Net Assets 2016: $317,5762016Assets 2017: $304,978Liabilities 2017: $22,683Net Assets 2017: $282,2952017Assets 2018: $331,537Liabilities 2018: $27,398Net Assets 2018: $304,1392018Assets 2019: $344,972Liabilities 2019: $780Net Assets 2019: $344,1922019Assets 2020: $373,858Liabilities 2020: $17,999Net Assets 2020: $355,8592020Assets 2021: $433,490Liabilities 2021: $24,047Net Assets 2021: $409,4432021Assets 2022: $234,894Liabilities 2022: $15,342Net Assets 2022: $219,5522022Assets 2023: $214,325Liabilities 2023: $8,916Net Assets 2023: $205,4092023Assets 2024: $198,477Liabilities 2024: $12,062Net Assets 2024: $186,4152024

Highlighted filing

2017

Assets$304,978
Liabilities$22,683
Net Assets$282,295

Operations Trend

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

$200K$100K$0-$100KRevenue 2010: $111,515Expenses 2010: $88,573Net Income 2010: $22,9422010Revenue 2011: $84,808Expenses 2011: $91,094Net Income 2011: -$6,2862011Revenue 2012: $110,860Expenses 2012: $137,529Net Income 2012: -$26,6692012Revenue 2013: $108,355Expenses 2013: $100,165Net Income 2013: $8,1902013Revenue 2014: $0Expenses 2014: $0Net Income 2014: $02014Revenue 2015: $133,720Expenses 2015: $126,145Net Income 2015: $7,5752015Revenue 2016: $163,843Expenses 2016: $113,862Net Income 2016: $49,9812016Revenue 2017: $122,648Expenses 2017: $164,004Net Income 2017: -$41,3562017Revenue 2018: $95,347Expenses 2018: $77,756Net Income 2018: $17,5912018Revenue 2019: $131,569Expenses 2019: $90,700Net Income 2019: $40,8692019Revenue 2020: $80,621Expenses 2020: $77,160Net Income 2020: $3,4612020Revenue 2021: $90,639Expenses 2021: $86,652Net Income 2021: $3,9872021Revenue 2022: $71,851Expenses 2022: $115,508Net Income 2022: -$43,6572022Revenue 2023: $98,216Expenses 2023: $120,163Net Income 2023: -$21,9472023Revenue 2024: $73,578Expenses 2024: $104,917Net Income 2024: -$31,3392024

Highlighted filing

2017

Revenue$122,648
Expenses$164,004
Net Income-$41,356
Jump To
Filing Snapshot
Filing Period
Oct 1, 2016 to Sep 30, 2017
Signed
Feb 19, 2018
Return Version
2016v3.1
Gross Receipts
$122,648
Mission and Program Overview

Mission

To support the mission of the Jewish Federation Association of Connecticut, Inc.; to receive contributions from other 501(c)(3) organizations to be allocated to Jewish federations and related agencies in Connecticut.

Protection and promotion of the civil, economic, political, religious and social rights of jewish people as well as all other people.

Program Services

DescriptionGrantsExpenses
PROTECTION AND PROMOTION OF THE CIVIL, ECONOMIC, POLITICAL, RELIGIOUS AND SOCIAL RIGHTS OF JEWISH PEOPLE AS WELL AS ALL OTHER PEOPLE.-$149,441
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL BLOOMExecutive DiFT$0$134$134
MARTIN C SHAPIROPresident-$0--
DAVID A BARAMVice Preside-$0--
LISA FISHMANTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Jfact Fund Inc
EIN
06-1491945
Phone
8607275701
Address
40 WOODLAND STREET, HARTFORD, CT 06105

Signing Officer

Name
Michael Bloom
Title
Executive Director
Phone
8607275701
Signed
2018-02-19
Discuss with paid preparer
Yes

Preparer

Firm
Carney Roy and Gerrol Pc
Address
35 COLD SPRING ROAD SUITE 111, ROCKY HILL, CT 06067-3161
Preparer
Thomas D Roy
Phone
8607215786
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses program expenses 19,353 program expenses - voh 74,266 administration and office 2,329 total 95,948

Form 990-ez, Part I, Line 20

Change in market value of beneficial interest 6,075

Form 990-ez, Part II, Line 24

Prepaid expenses and deferred charges 0 1,867 1,942 1,942 less accumulated depreciation 1,942 1,942 beneficial interest in funds 67,360 100,823 due from jfact 100 100 total 67,460 102,790

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 11,832 0 amounts held for voh inc. 0 22,683

Form 990-ez, Part III

Protection and promotion of the civil, economic, political, religious and social rights of jewish people as well as all other people.

Raw XML Appendix156 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PhoneNum08607275701
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0HARTFORD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd006105
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0261948
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0202188
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IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-41356
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt04711
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MICHAEL BLOOM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MARTIN C SHAPIRO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DAVID A BARAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LISA FISHMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0EXECUTIVE DI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
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IRS990EZ/OtherAssetsTotalDetail/EOYAmt0102790
IRS990EZ/OtherChangesInNetAssetsAmt06075
IRS990EZ/OtherExpensesTotalAmt095948
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROTECTION AND PROMOTION OF THE CIVIL, ECONOMIC, POLITICAL, RELIGIOUS AND SOCIAL RIGHTS OF JEWISH PEOPLE AS WELL AS ALL OTHER PEOPLE.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0149441
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt063345
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CT
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTP://JFACT.ORG/
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0122557
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0131248
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0533
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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0643456
IRS990ScheduleA/TotalSupportAmt0646510
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus2YearsAmt01477
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt01477
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES PROGRAM EXPENSES 19,353 PROGRAM EXPENSES - VOH 74,266 ADMINISTRATION AND OFFICE 2,329 TOTAL 95,948
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CHANGE IN MARKET VALUE OF BENEFICIAL INTEREST 6,075
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PREPAID EXPENSES AND DEFERRED CHARGES 0 1,867 1,942 1,942 LESS ACCUMULATED DEPRECIATION 1,942 1,942 BENEFICIAL INTEREST IN FUNDS 67,360 100,823 DUE FROM JFACT 100 100 TOTAL 67,460 102,790
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS PAYABLE AND ACCRUED EXPENSES 11,832 0 AMOUNTS HELD FOR VOH INC. 0 22,683
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PROTECTION AND PROMOTION OF THE CIVIL, ECONOMIC, POLITICAL, RELIGIOUS AND SOCIAL RIGHTS OF JEWISH PEOPLE AS WELL AS ALL OTHER PEOPLE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL BLOOM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08607275701
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-02-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JFACT FUND INC
ReturnHeader/Filer/BusinessNameControlTxt0JFAC
ReturnHeader/Filer/EIN0061491945
ReturnHeader/Filer/PhoneNum08607275701
ReturnHeader/Filer/USAddress/AddressLine1Txt040 WOODLAND STREET
ReturnHeader/Filer/USAddress/CityNm0HARTFORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006105
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ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId01F6867DF0B9C98BBB4AC451451802773AE7E3285
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0061352068
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CARNEY ROY AND GERROL PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt035 COLD SPRING ROAD SUITE 111
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ROCKY HILL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0060673161
ReturnHeader/PreparerPersonGrp/PhoneNum08607215786
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS D ROY
ReturnHeader/ReturnTs02018-05-11T13:54:41-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-10-01
ReturnHeader/TaxPeriodEndDt02017-09-30
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.$1.98$0.12$1.86$0.74$1.05$0.31
2023Detailed filing. Detailed filing data is available for this year.$2.14$0.09$2.05$0.98$1.20$0.22
2022Detailed filing. Detailed filing data is available for this year.$2.35$0.15$2.20$0.72$1.16$0.44
2021Detailed filing. Detailed filing data is available for this year.$4.33$0.24$4.09$0.91$0.87$0.04
2020Detailed filing. Detailed filing data is available for this year.$3.74$0.18$3.56$0.81$0.77$0.03
2019Detailed filing. Detailed filing data is available for this year.$3.45$0.01$3.44$1.32$0.91$0.41
2018Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$3.32$0.27$3.04$0.95$0.78$0.18
2017Detailed filing. Detailed filing data is available for this year.$3.05$0.23$2.82$1.23$1.64$0.41
2016Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$3.29$0.12$3.18$1.64$1.14$0.50
2015Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$2.63$0.01$2.62$1.34$1.26$0.08
2014Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.00$0.00$0.00$0.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.58$0.09$2.49$1.08$1.00$0.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.54$0.20$2.33$1.11$1.38$0.27
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.71$0.20$2.51$0.85$0.91$0.06
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.80$0.21$2.59$1.12$0.89$0.23