Civic Intelligence

Jackie Robinson Foundation Inc.

990 • Fiscal year 2014 • EIN 13-2896345

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 12, 2014

75 Varick Street 2nd FloorSuiteNew York, NY 10013-1917

(212) 290-8600

Siviq Scores

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

Liabilities / Assets

57th percentile

0.32x

Higher debt load relative to assets than 57% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Liabilities / Revenue

80th percentile

1.08x

Higher debt load relative to revenue than 80% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Net Margin

13th percentile

-12%

Higher net margin than 13% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Top Officer Pay

76th percentile

$271,653

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 4.2% of source-year revenue.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Asset Growth

49th percentile

3.1%

Faster asset growth than 49% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2013 to 2014

Revenue Growth

32nd percentile

-1.2%

Faster revenue growth than 32% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2013 to 2014

Assets

Up

$21,901,778

Up $654,766 (+3.1%) from 2013

Net Assets

Up

$14,893,946

Up $151,492 (+1.0%) from 2013

Liabilities

Up

$7,007,832

Up $503,274 (+7.7%) from 2013

Revenue

Down

$6,469,557

Down $78,685 (-1.2%) from 2013

Expenses

Up

$7,243,169

Up $77,419 (+1.1%) from 2013

Net Income

Down

-$773,612

Down $156,104 (-25%) from 2013

Historical Trend

Balance Sheet Trend

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

$60M$40M$20M$0Assets 2012: $20,590,081Liabilities 2012: $5,785,321Net Assets 2012: $14,804,7602012Assets 2013: $21,247,012Liabilities 2013: $6,504,558Net Assets 2013: $14,742,4542013Assets 2014: $21,901,778Liabilities 2014: $7,007,832Net Assets 2014: $14,893,9462014Assets 2015: $21,963,655Liabilities 2015: $6,728,947Net Assets 2015: $15,234,7082015Assets 2016: $22,565,937Liabilities 2016: $7,033,337Net Assets 2016: $15,532,6002016Assets 2017: $24,580,817Liabilities 2017: $6,709,377Net Assets 2017: $17,871,4402017Assets 2018: $23,839,901Liabilities 2018: $6,960,357Net Assets 2018: $16,879,5442018Assets 2019: $27,881,245Liabilities 2019: $9,014,350Net Assets 2019: $18,866,8952019Assets 2020: $31,532,366Liabilities 2020: $9,192,486Net Assets 2020: $22,339,8802020Assets 2021: $30,161,175Liabilities 2021: $7,925,776Net Assets 2021: $22,235,3992021Assets 2022: $36,170,052Liabilities 2022: $13,231,587Net Assets 2022: $22,938,4652022Assets 2023: $42,151,973Liabilities 2023: $25,068,144Net Assets 2023: $17,083,8292023Assets 2024: $38,362,590Liabilities 2024: $25,006,931Net Assets 2024: $13,355,6592024

Highlighted filing

2014

Assets$21,901,778
Liabilities$7,007,832
Net Assets$14,893,946

Operations Trend

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

$20M$10M$0-$10MRevenue 2012: $6,296,971Expenses 2012: $6,817,943Net Income 2012: -$520,9722012Revenue 2013: $6,548,242Expenses 2013: $7,165,750Net Income 2013: -$617,5082013Revenue 2014: $6,469,557Expenses 2014: $7,243,169Net Income 2014: -$773,6122014Revenue 2015: $8,524,331Expenses 2015: $7,777,773Net Income 2015: $746,5582015Revenue 2016: $8,789,626Expenses 2016: $8,257,064Net Income 2016: $532,5622016Revenue 2017: $11,406,379Expenses 2017: $8,797,164Net Income 2017: $2,609,2152017Revenue 2018: $8,817,839Expenses 2018: $9,936,376Net Income 2018: -$1,118,5372018Revenue 2019: $14,232,557Expenses 2019: $12,437,063Net Income 2019: $1,795,4942019Revenue 2020: $14,586,772Expenses 2020: $10,499,357Net Income 2020: $4,087,4152020Revenue 2021: $8,662,334Expenses 2021: $8,951,548Net Income 2021: -$289,2142021Revenue 2022: $10,582,430Expenses 2022: $9,032,605Net Income 2022: $1,549,8252022Revenue 2023: $8,609,754Expenses 2023: $14,653,450Net Income 2023: -$6,043,6962023Revenue 2024: $9,751,292Expenses 2024: $13,696,812Net Income 2024: -$3,945,5202024

Highlighted filing

2014

Revenue$6,469,557
Expenses$7,243,169
Net Income-$773,612
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 12, 2014
Return Version
2013v3.1
Gross Receipts
$11,227,543
Mission and Program Overview

Mission

The jackie robinson foundation provides college and graduate school scholarships as well as leadership development opportunities for students of color with strong capabilities but limited financial resources. The foundation is distinctive for the depth of its mentoring program, which results in a nearly 100% graduation rate among its student constituents. The foundation also strives to ensure that jackie robinson's commitment to social justice will be carried forth in the lives of these young people as they assume leadership roles throughout society.

Jrf provides tuition assistance, mentoring, leadership development, training, personal development as well as career development to college students.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$9,388,406$10,510,141▲ $1,121,735
Pledges and Grants Receivable$8,040,406$7,754,461▼ $285,945
Land, Buildings, and Equipment, Net$3,167,852$3,005,626▼ $162,226
Cash and Non-Interest-Bearing Accounts$272,369$223,057▼ $49,312
Savings and Temporary Cash Investments$124,256$188,302▲ $64,046
Prepaid Expenses and Deferred Charges$78,425$74,767▼ $3,658
Inventories for Sale or Use$41,501$66,634▲ $25,133
Accounts Receivable$106,534$19,833▼ $86,701
Intangible Assets$0$8,416▲ $8,416
Other Notes and Loans Receivable, Net$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$21,247,012$21,901,778▲ $654,766
Other Assets Total$27,263$50,541▲ $23,278
Liabilities
Mortgage Notes Payable Secured by Investment Property$4,699,008$4,928,904▲ $229,896
Other Liabilities$1,606,932$1,586,648▼ $20,284
Accounts Payable and Accrued Expenses$177,654$487,280▲ $309,626
Unsecured Notes Loans Payable$20,964$0▼ $20,964
Deferred Revenue$0$5,000▲ $5,000
Grants Payable$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$6,504,558$7,007,832▲ $503,274
Net Assets / Fund Balance
Temporarily Rstr Net Assets$19,711,952$21,751,054▲ $2,039,102
Permanently Rstr Net Assets$0$0→ $0
Unrestricted Net Assets$-4,969,498$-6,857,108▼ $1,887,610
Total Net Assets Fund Balance$14,742,454$14,893,946▲ $151,492
Total Liabilities and Net Assets / Fund Balance$21,247,012$21,901,778▲ $654,766

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$2,690,763$1,042,091$3,732,854
Other Land Buildings$274,109$482,510$756,619
Equipment$40,754$123,166$163,920

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$10,775,470$21,120▲ $1,216,661$0$11,783,251
2012$10,219,859$2,710▲ $702,901$0$10,775,470
2011$10,308,412$1,870▲ $89,577$0$10,219,859
2010$9,319,761$2,110▲ $1,106,289$-252$10,308,412
2009$8,908,929$91,910▲ $583,010$0$9,319,761
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Baeza Della BrittonPresident & CEOFT$254,377$17,276$271,653
Matthews WestinaVP, CPOFT$166,503$16,346$182,849
Davis AllisonDirector of CommunicationsFT$145,035$20,496$165,531
Johnson La'TonyaVP, COOFT$158,569$6,723$165,292
Robinson RachelDirectorPT$7,179$9,552$16,731
Robinson SharonVice ChairpersonPT$7,179$9,552$16,731

Highest Paid Contractors

ContractorServicesLocationCompensation
The Angeletti GroupFundraising conslt-$161,125
Miles Associates INCVideo Production-$140,594
Revenue and Support

Revenue Composition

Contributions and Grants
$6,466,035
Program Service Revenue
$0
Investment Income
$334,575
Other Revenue
$-331,053
All Other Contributions
$5,158,704
Change in Net Assets
$-773,612

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table1,910$66,864Fair Market Value (FMV)
Total Noncash Contributions1,910$66,864-

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,424,599
Revenue Not Reported on Financial Statements
$44,958
Revenue Not Reported on Form 990
$955,104
Total Revenue per Audited Statements
$7,379,703
Total Revenue per Form 990
$6,469,557
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,748,106
Salaries, Compensation, and Employee Benefits$2,087,048
Total Fundraising Expense$1,558,599
Grants and Similar Amounts Paid$1,210,015
Professional Fundraising Fees$198,000

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$1,078,457$222,558$178,838$1,479,853
Grants to Domestic Individuals$1,210,015--$1,210,015
Other Salaries and Wages$445,737$63,980$415,314$925,031
Current Officers, Directors, Trustees, and Key Employees$559,083$78,773$110,063$747,919
Conferences and Meetings$501,994$3,141$29,668$534,803
Fees for Services Other$295,655$58,340$141,075$495,070
Office Expenses$278,593$81,728$128,845$489,166
Other Employee Benefits$193,849$25,406$101,488$320,743
Depreciation Depletion$145,539$60,711$48,593$254,843
Fees for Services Professional Fundraising--$198,000$198,000
Travel$150,942$6,501$25,656$183,099
Pension Plan Contributions$47,256$6,194$23,355$76,805
Fees for Services Accounting$30,444$13,838$11,070$55,352
Interest$8,567$3,718$40,723$53,008
Fees for Service Investment Mgmnt Fees--$44,958$44,958
Advertising$20,782$290$19,443$40,515
Insurance$22,698$9,517$8,287$40,502
All Other Expenses$12,440$2,199$4,500$19,139
Payroll Taxes$10,183$1,335$5,032$16,550
Other Expenses$0$276$5,433$5,709
Total Functional Expenses$5,042,720$641,850$1,558,599$7,243,169

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$7,243,169
Total Expenses per Audited Statements$7,228,211
Expenses per Audited Statements$7,198,211
Expenses Not Reported on Financial Statements$44,958
Expenses Not Reported on Form 990$30,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$499,887
Professional Fundraising Fees$198,000
Fundraising Gross Income$166,800

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$1,362,936$166,800$172,037$-5,237
Event 2$13,000-$0-
Total Events$1,474,131$166,800$499,887$-333,087
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deferred Rent Obligation$1,586,648
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

form 990, part VI, Line 2

Director Rachel Robinson is the founder of the Jackie Robinson Foundation. Sharon Robinson, Vice Chair of the Board of Directors and David Robinson, Director and her children have served on the board of directors since the organization's founding in 1973.

form 990, part VI, Line 11B

Following the review of the draft of the audit financial statements by the Finance Committee, the Form 990 is completed by the Operations staff and reviewed by the organization's auditors. The draft Form 990 is submitted to the Finance Committee for review, any corrections are made and then the final draft is mailed to each member of the board prior to the Fall board meeting. During the fall board meeting, members are asked to confirm receipt and acknowledge that they have reviewed the document.

form 990, part VI, Line 12C

Each member of the Board of Directors and senior staff members receive copy of the Conflict of Interest policy and a Disclosure and Certification form. The form asks each person to certify that: (1) they have received and read the policy; (2) have agreed to comply with the policy; and (3) understand that as a charitable organization and in order to maintain its federal exemption, JRF must engage primarily in activities which accomplish one or more of its exempt purposes and will not engage in activities or transactions that provide impermissible benefits to individuals or entities. Further, the form requires each person to: (1) certify that he or she has no actual or possible conflict and (2) describe any relationships, transactions or circumstances that could result in a conflict between JRF's interests and his or her personal or financial interests. Any cited conflicts are disclosed at the Board of Directors' Annual Meeting. Conflicts are also made known to JRF's auditors and where appropriate, disclosed in the notes of JRF's annual audit.

Form 990, Part VI, Line 15A and 15B

The CEOs salary was set by the Executive Committee of the JRF Board of Directors in 2004. Increases in CEOs salary are conveyed to the staff by the Chairman of the Board of Directors following a review by the Executive Committee. The Chairman receives a report which shows salaries of comparable executives based on 990 filings and the non-profit executive report which is issued annually.

Form 990, Part VI, Line 19

The organizations governing documents: articles of incorporation, by- by-laws and conflict of interest policy are available at the Foundations headquarters upon request. JRFs Form 990 and audited financial statements are available on its website www.jackierobinson.org and at Guidestar.org.

Filing and Contact Details

Filer

EIN
13-2896345
In Care Of
% LATONYA JOHNSON
Phone
2122908600

Signing Officer

Name
Della Britton Baeza
Title
President and CEO
Phone
2122908600
Signed
2014-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Della Britton Baeza
Formed
1973
Legal Domicile
Ny
Voting Board Members
34
Independent Board Members
34
Employees
24
Volunteers
100

Preparer

Preparer
Kevin M Fuller
Phone
2122908600
Supplemental Narrative

Additional Explanations

Form 990, Schedule G, Part I

The THE ANGELETTI GROUP, LLC provides WRITTEN AND VERBAL SOLICITATIONS.

Financial Statement Notes

Form 990, Schedule D, Part V, Line 4

The Board of Directors established a permanent endowment in 1986, specifying that the capital of the endowment would be retained and invested, that there would be no withdrawal of capital except upon approval of the Board, and that the earnings from the endowment's investments may be used upon the Board's approval for the Foundation's operations. In 1992, the Board established the endowed scholarship funds, specifying that the capital of the endowment would be retained and invested and that the earnings from the endowment's investments would be used to provide scholarships through the Foundation's programs. In 1996, the Board of Directors established the Spike Lee Youth Motivation Achievement Award Fund and resolved that the fund will be used to support an annual cash award to a Foundation scholar with the most outstanding community service involvement. In 2001, The Board agreed to segregate the commemorative coin surcharge income within the permanent endowment fund.

Uncertain Tax Positions

U.S. GAAP requires management to evaluate uncertain tax positions taken by the Foundation. The financial statement effects of a tax position are recognized when the position is more-likely-than-not, based on the technical merits, to be sustained upon examination by the Internal Revenue Service. Management has analyzed the tax positions taken by the Foundation and has concluded that as of June 30, 2014, there are no uncertain positions taken or expected to be taken. The Foundation has recognized no interest or penalties related to uncertain tax positions. The Foundation is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. Management believes it is no longer subject to income tax examinations for years prior to 2011.

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IRS990/Form990PartVIISectionAGrp/TitleTxt31Vice Chairperson
IRS990/Form990PartVIISectionAGrp/TitleTxt32Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt33Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt34President & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt35VP, COO
IRS990/Form990PartVIISectionAGrp/TitleTxt36VP, CPO
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$38.4$25.0$13.4$9.75$13.7$3.95
2023Detailed filing. Detailed filing data is available for this year.$42.2$25.1$17.1$8.61$14.7$6.04
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$36.2$13.2$22.9$10.6$9.03$1.55
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$30.2$7.93$22.2$8.66$8.95$0.29
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$31.5$9.19$22.3$14.6$10.5$4.09
2019Detailed filing. Detailed filing data is available for this year.$27.9$9.01$18.9$14.2$12.4$1.80
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.8$6.96$16.9$8.82$9.94$1.12
2017Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$24.6$6.71$17.9$11.4$8.80$2.61
2016Detailed filing. Detailed filing data is available for this year.$22.6$7.03$15.5$8.79$8.26$0.53
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.0$6.73$15.2$8.52$7.78$0.75
2014Detailed filing. Detailed filing data is available for this year.$21.9$7.01$14.9$6.47$7.24$0.77
2013Summary only. Only limited summary data is available for this year.$21.2$6.50$14.7$6.55$7.17$0.62
2012Summary only. Only limited summary data is available for this year.$20.6$5.79$14.8$6.30$6.82$0.52