Civic Intelligence

Jackie Robinson Foundation Inc.

990 • Fiscal year 2016 • EIN 13-2896345

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 10, 2016

75 Varick Street 2nd Floornew 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

58th percentile

0.31x

Higher debt load relative to assets than 58% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

76th percentile

0.80x

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

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Net Margin

63rd percentile

6.1%

Higher net margin than 63% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

78th percentile

$291,807

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 3.3% of source-year revenue.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Asset Growth

54th percentile

2.7%

Faster asset growth than 54% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

50th percentile

3.1%

Faster revenue growth than 50% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Assets

Up

$22,565,937

Up $602,282 (+2.7%) from 2015

Net Assets

Up

$15,532,600

Up $297,892 (+2.0%) from 2015

Liabilities

Up

$7,033,337

Up $304,390 (+4.5%) from 2015

Revenue

Up

$8,789,626

Up $265,295 (+3.1%) from 2015

Expenses

Up

$8,257,064

Up $479,291 (+6.2%) from 2015

Net Income

Down

$532,562

Down $213,996 (-29%) from 2015

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

2016

Assets$22,565,937
Liabilities$7,033,337
Net Assets$15,532,600

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

2016

Revenue$8,789,626
Expenses$8,257,064
Net Income$532,562
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 10, 2016
Return Version
2015v2.1
Gross Receipts
$11,466,963
Mission and Program Overview

Mission

see schedule o

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable$8,900,677$10,259,982▲ $1,359,305
Investments in Publicly Traded Securities$9,537,930$8,824,010▼ $713,920
Land, Buildings, and Equipment, Net$2,890,232$2,735,849▼ $154,383
Cash and Non-Interest-Bearing Accounts$207,103$420,467▲ $213,364
Savings and Temporary Cash Investments$121,047$109,352▼ $11,695
Prepaid Expenses and Deferred Charges$45,996$82,952▲ $36,956
Accounts Receivable$133,601$60,337▼ $73,264
Inventories for Sale or Use$46,151$42,842▼ $3,309
Intangible Assets$6,733$5,050▼ $1,683
Total Assets$21,963,655$22,565,937▲ $602,282
Other Assets Total$74,185$25,096▼ $49,089
Liabilities
Mortgage Notes Payable Secured by Investment Property$4,932,226$4,947,747▲ $15,521
Other Liabilities$1,566,365$1,546,081▼ $20,284
Accounts Payable and Accrued Expenses$215,356$514,509▲ $299,153
Deferred Revenue$15,000$25,000▲ $10,000
Total Liabilities$6,728,947$7,033,337▲ $304,390
Net Assets / Fund Balance
Temporarily Rstr Net Assets$24,308,384$27,076,330▲ $2,767,946
Unrestricted Net Assets$-9,073,676$-11,543,730▼ $2,470,054
Total Net Assets Fund Balance$15,234,708$15,532,600▲ $297,892
Total Liabilities and Net Assets / Fund Balance$21,963,655$22,565,937▲ $602,282

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$2,394,276$1,338,578$3,732,854
Other Land Buildings$321,281$691,221$1,012,502
Equipment$20,292$150,253$170,545

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$11,392,650-▼ $51,516-$11,126,134
2014$11,783,251$1,710▼ $194,259-$11,392,650
2013$10,775,470$21,120▲ $1,216,661-$11,783,251
2012$10,219,859$2,710▲ $702,901-$10,775,470
2011$10,308,412$1,870▲ $89,577-$10,219,859
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Baeza Della Brittonpresident and CEOFT$255,328$36,479$291,807
Johnson La'TonyaVice President, COOFT$185,772$19,538$205,310
Travier DamianDirector of ProgramsFT$114,473$31,574$146,047
Matthews WestinaVice President, CPOFT$116,367$27,598$143,965
Lynch StephenDirector, Sponsor RelationsFT$106,556$15,188$121,744
Robinson RacheldirectorPT$6,402$11,804$18,206
Robinson Sharonvice chairperson-$281$930$1,211

Highest Paid Contractors

ContractorServicesLocationCompensation
The Angeletti Groupfundraising counsel17 Village Road Box 188, new vernon, NJ 07976$144,000
Miles AssociatesVideographer & editing services212 Ninth Street, Hoboken, NJ 07030$105,795
Revenue and Support

Revenue Composition

Contributions and Grants
$9,052,444
Program Service Revenue
$0
Investment Income
$223,317
Other Revenue
$-486,135
All Other Contributions
$8,016,751
Change in Net Assets
$532,562

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 Table1,200$59,988Fair Market Value (FMV)
Total Noncash Contributions1,200$59,988-

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,743,002
Revenue Not Reported on Financial Statements
$46,624
Revenue Not Reported on Form 990
$-154,670
Total Revenue per Audited Statements
$8,588,332
Total Revenue per Form 990
$8,789,626
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,481,931
Salaries, Compensation, and Employee Benefits$2,297,859
Total Fundraising Expense$1,588,653
Grants and Similar Amounts Paid$1,384,474
Professional Fundraising Fees$92,800

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$1,175,926$225,911$189,749$1,591,586
Grants to Domestic Individuals$1,384,474--$1,384,474
Other Salaries and Wages$611,597$67,671$482,121$1,161,389
Fees for Services Other$501,429$48,359$156,228$706,016
Current Officers, Directors, Trustees, and Key Employees$481,690$82,142$98,906$662,738
Conferences and Meetings$618,258$7,395$27,124$652,777
Office Expenses$305,790$83,046$128,208$517,044
Other Employee Benefits$236,028$16,701$135,082$387,811
Depreciation Depletion$184,302$59,006$47,204$290,512
Advertising$146,339$2,918$25,128$174,385
Travel$150,346$8,790$11,240$170,376
Fees for Services Professional Fundraising--$92,800$92,800
Pension Plan Contributions$44,034$20,017$16,011$80,062
Fees for Services Accounting$36,658$16,664$13,330$66,652
Interest$9,613$4,281$44,700$58,594
Fees for Service Investment Mgmnt Fees--$46,624$46,624
Insurance$21,078$8,781$7,025$36,884
All Other Expenses$17,083$2,475$2,546$22,104
Other Expenses$7,721$2,542$2,034$12,297
Payroll Taxes$3,605$472$1,782$5,859
Total Functional Expenses$6,007,432$660,979$1,588,653$8,257,064

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$8,290,440
Total Expenses per Form 990$8,257,064
Expenses per Audited Statements$8,210,440
Expenses Not Reported on Form 990$80,000
Expenses Not Reported on Financial Statements$46,624
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$615,415
Fundraising Gross Income$129,200
Professional Fundraising Fees$92,800

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Award Dinner$1,105,393$129,200$299,349$-170,149
Jr Birthday$59,500-$22,383-
Total Events$1,164,893$129,200$615,415$-486,215
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deferred rent obligation$1,546,081
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, Section A, line 2

Rachel Robinson, founder of the Jackie Robinson Foundation and a member of the JRF Board of Directors is the mother of JRF Board Members Sharon Robinson (Vice Chairperson) and David Robinson.

Form 990, Part VI, Section B, line 11

Management works with the auditors to prepare a draft of the audited financial statements and the 990. The prepared drafts are submitted to the Audit Committee, who work with the independent auditors and tax preparers reviews the document. Any additions and corrections are made, and a revised draft is distributed in whole, via mail or digital (as requested) to each board member as part of their board book materials for the Fall meeting. During the fall board meeting, during the Audit Committee's presentation, members may ask questions or offer corrections. A vote is then taken in which members acknowledge that they have reviewed and approved the document.

Form 990, Part VI, Section B, line 12C

Each member of the JRF Board of Directors and staff receives a 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. To aid in this discovery, respondents are provided a master listing of all JRF sponsors, vendors and staff to cross reference their activities. 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, Section B, line 15

The CEO's salary was set via contract by the Executive Committee of the JRF Board of Directors in 2004 upon hiring. The COO provides the Chairman of the Board a report annually which shows the salaries of comparable executives based on 990 filings and the non-profit executive report which is issued each year. Increases in the CEO's salary are conveyed to the staff by the Chairman of the Board of Directors following a performance review by the Executive Committee. The CEO's last wage increase was in 2011. Compensation for the JRF Founder was set in 1995 by the Executive Committee of the JRF Board of Directors. The Founder's last wage increase was in 2010.

Form 990, Part VI, Section C, line 19

The organization's governing documents: articles of incorporation, by-laws and conflict of interest policy are available at the Foundation's headquarters upon request. JRF's Forms 990 and audited financial statements are available on its website www.jackierobinson.org and at Guidestar.org.

Filing and Contact Details

Filer

Filer Name
Jackie Robinson Foundation Inc
EIN
13-2896345
Phone
2122908600
Address
75 VARICK STREET 2ND FLOOR, new york, NY 10013-1917

Signing Officer

Name
Della Britton Baeza
Title
President and CEO
Phone
2122908600
Signed
2016-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Della Britton Baeza
Formed
1973
Legal Domicile
Ny
Voting Board Members
38
Independent Board Members
37
Employees
23
Volunteers
200

Preparer

Firm
Mitchell & Titus Llp
Address
ONE BATTERY PARK PLAZA, NEW YORK, NY 10004
Preparer
Frederick E Davis Jr
Phone
2127094500
Supplemental Narrative

Additional Explanations

Form 990, Part I, Line 1 - organization'S mission

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

Form 990, Part I, Line 6

Volunteers are essential to the success of the Jackie Robinson Foundation. More than 200 individuals from across the country assist JRF in its mission to assist deserving minority students. In addition to serving on JRF's Board of Directors, volunteers are mentors, members of JRF's Conference faculty, staff JRF's event and regional activities and as work as office assistants.

Form 990, Part III, Line 1 - organization'S 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.

Financial Statement Notes

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.

Part X, Line 2:

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, 2016, there are no uncertain tax 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 2013.

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IRS990/Form990PartVIISectionAGrp/PersonNm0Blank Richard
IRS990/Form990PartVIISectionAGrp/PersonNm1Blondel John
IRS990/Form990PartVIISectionAGrp/PersonNm2Brown Jr Roscoe C
IRS990/Form990PartVIISectionAGrp/PersonNm3Brumbaugh Charles H
IRS990/Form990PartVIISectionAGrp/PersonNm4Christmas June Jackson
IRS990/Form990PartVIISectionAGrp/PersonNm5Coleman Jr Leonard S
IRS990/Form990PartVIISectionAGrp/PersonNm6Clementi Michael
IRS990/Form990PartVIISectionAGrp/PersonNm7Doescher William F
IRS990/Form990PartVIISectionAGrp/PersonNm8Finley Terrence P
IRS990/Form990PartVIISectionAGrp/PersonNm9Forbes Steve
IRS990/Form990PartVIISectionAGrp/PersonNm10Gadsden-Williams Michelle
IRS990/Form990PartVIISectionAGrp/PersonNm11Greenberg Steve
IRS990/Form990PartVIISectionAGrp/PersonNm12Johnson Earvin
IRS990/Form990PartVIISectionAGrp/PersonNm13Johnson Sheila C
IRS990/Form990PartVIISectionAGrp/PersonNm14Koch Christopher H
IRS990/Form990PartVIISectionAGrp/PersonNm15Kruythoff Kees
IRS990/Form990PartVIISectionAGrp/PersonNm16Meyer Michael E
IRS990/Form990PartVIISectionAGrp/PersonNm17Morgan Joe L
IRS990/Form990PartVIISectionAGrp/PersonNm18O'Malley Peter
IRS990/Form990PartVIISectionAGrp/PersonNm19Ojakli Ziad
IRS990/Form990PartVIISectionAGrp/PersonNm20Plumeri Joseph J
IRS990/Form990PartVIISectionAGrp/PersonNm21Robinson David
IRS990/Form990PartVIISectionAGrp/PersonNm22Robinson Rachel
IRS990/Form990PartVIISectionAGrp/PersonNm23Roesler Mark
IRS990/Form990PartVIISectionAGrp/PersonNm24Ross Stephen M
IRS990/Form990PartVIISectionAGrp/PersonNm25Siegel Norman
IRS990/Form990PartVIISectionAGrp/PersonNm26Skipper John N
IRS990/Form990PartVIISectionAGrp/PersonNm27Smeallie Shawn
IRS990/Form990PartVIISectionAGrp/PersonNm28Spurell Byron
IRS990/Form990PartVIISectionAGrp/PersonNm29Sussman Jeffrey I
IRS990/Form990PartVIISectionAGrp/PersonNm30Tull Alba
IRS990/Form990PartVIISectionAGrp/PersonNm31Warner Sobani M
IRS990/Form990PartVIISectionAGrp/PersonNm32Weiner Mark S
IRS990/Form990PartVIISectionAGrp/PersonNm33Gonsalves Gregg A
IRS990/Form990PartVIISectionAGrp/PersonNm34Robinson Sharon
IRS990/Form990PartVIISectionAGrp/PersonNm35Edelman Martin L
IRS990/Form990PartVIISectionAGrp/PersonNm36Rivera Jose M
IRS990/Form990PartVIISectionAGrp/PersonNm37Baeza Della Britton
IRS990/Form990PartVIISectionAGrp/PersonNm38Fisher Kenneth
IRS990/Form990PartVIISectionAGrp/PersonNm39Johnson La'Tonya
IRS990/Form990PartVIISectionAGrp/PersonNm40Matthews Westina
IRS990/Form990PartVIISectionAGrp/PersonNm41Travier Damian
IRS990/Form990PartVIISectionAGrp/PersonNm42Lynch Stephen
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Document Assets

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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