Civic Intelligence

Jawonio Foundation Inc.

990 • Fiscal year 2019 • EIN 13-3625940

Jan 01, 2019 to Dec 31, 2019 • Filed on Oct 23, 2020

260 North Little Tor RoadNew City, NY 10956

(845) 708-2000

Siviq Scores

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

Liabilities / Assets

87th percentile

0.68x

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

89th percentile

1.46x

Higher debt load relative to revenue than 89% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

16th percentile

-15%

Higher net margin than 16% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

36th percentile

$0

Higher top officer pay than 36% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

10th percentile

-12%

Faster asset growth than 10% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

19th percentile

-13%

Faster revenue growth than 19% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Assets

Down

$1,649,841

Down $218,349 (-12%) from 2018

Net Assets

Down

$522,530

Down $116,838 (-18%) from 2018

Liabilities

Down

$1,127,311

Down $101,511 (-8.3%) from 2018

Revenue

Down

$770,007

Down $120,043 (-13%) from 2018

Expenses

Down

$886,600

Down $868,847 (-49%) from 2018

Net Income

Up

-$116,593

Up $748,804 (+87%) from 2018

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,219,078Liabilities 2010: $121,326Net Assets 2010: $1,097,7522010Assets 2011: $1,421,816Liabilities 2011: $32,340Net Assets 2011: $1,389,4762011Assets 2012: $1,371,731Liabilities 2012: $56,382Net Assets 2012: $1,315,3492012Assets 2013: $1,251,030Liabilities 2013: $37,007Net Assets 2013: $1,214,0232013Assets 2014: $996,579Liabilities 2014: $85,813Net Assets 2014: $910,7662014Assets 2015: $972,012Liabilities 2015: $63,250Net Assets 2015: $908,7622015Assets 2016: $1,500,306Liabilities 2016: $143,006Net Assets 2016: $1,357,3002016Assets 2017: $1,574,228Liabilities 2017: $69,470Net Assets 2017: $1,504,7582017Assets 2018: $1,868,190Liabilities 2018: $1,228,822Net Assets 2018: $639,3682018Assets 2019: $1,649,841Liabilities 2019: $1,127,311Net Assets 2019: $522,5302019Assets 2020: $1,991,715Liabilities 2020: $1,533,099Net Assets 2020: $458,6162020Assets 2021: $1,264,752Liabilities 2021: $535,992Net Assets 2021: $728,7602021Assets 2022: $1,282,821Liabilities 2022: $374,137Net Assets 2022: $908,6842022Assets 2023: $1,078,158Liabilities 2023: $41,546Net Assets 2023: $1,036,6122023Assets 2024: $1,180,946Liabilities 2024: $63,091Net Assets 2024: $1,117,8552024

Highlighted filing

2019

Assets$1,649,841
Liabilities$1,127,311
Net Assets$522,530

Operations Trend

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

$2.0M$1.0M$0-$1.0MRevenue 2010: $433,310Expenses 2010: $1,005,039Net Income 2010: -$571,7292010Revenue 2011: $712,597Expenses 2011: $421,011Net Income 2011: $291,5862011Revenue 2012: $447,772Expenses 2012: $537,304Net Income 2012: -$89,5322012Revenue 2013: $538,509Expenses 2013: $599,124Net Income 2013: -$60,6152013Revenue 2014: $530,766Expenses 2014: $827,848Net Income 2014: -$297,0822014Revenue 2015: $595,837Expenses 2015: $599,171Net Income 2015: -$3,3342015Revenue 2016: $1,306,502Expenses 2016: $860,797Net Income 2016: $445,7052016Revenue 2017: $831,890Expenses 2017: $684,432Net Income 2017: $147,4582017Revenue 2018: $890,050Expenses 2018: $1,755,447Net Income 2018: -$865,3972018Revenue 2019: $770,007Expenses 2019: $886,600Net Income 2019: -$116,5932019Revenue 2020: $690,469Expenses 2020: $754,153Net Income 2020: -$63,6842020Revenue 2021: $824,407Expenses 2021: $553,560Net Income 2021: $270,8472021Revenue 2022: $634,976Expenses 2022: $455,052Net Income 2022: $179,9242022Revenue 2023: $557,572Expenses 2023: $429,863Net Income 2023: $127,7092023Revenue 2024: $604,398Expenses 2024: $504,187Net Income 2024: $100,2112024

Highlighted filing

2019

Revenue$770,007
Expenses$886,600
Net Income-$116,593
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 23, 2020
Return Version
2019v5.1
Gross Receipts
$918,905
Mission and Program Overview

Mission

The jawonio foundation provides resources for individuals with special needs across the lifespan and makes critical investments in human and capital infrastructure to support innovative services for this population.

To raise funds & provide a continuing financial source benefitting people with special needs including deve. disab., behavioral health challenges & other chronic med. needs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$807,045$661,773▼ $145,272
Cash and Non-Interest-Bearing Accounts$561,871$585,657▲ $23,786
Pledges and Grants Receivable$364,337$259,934▼ $104,403
Accounts Receivable$69,477$94,009▲ $24,532
Investments in Publicly Traded Securities$12,402$8,157▼ $4,245
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
Land, Buildings, and Equipment, Net$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$1,868,190$1,649,841▼ $218,349
Other Assets Total$53,058$40,311▼ $12,747
Liabilities
Other Liabilities$1,205,460$1,100,197▼ $105,263
Accounts Payable and Accrued Expenses$23,362$27,114▲ $3,752
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$1,228,822$1,127,311▼ $101,511
Net Assets / Fund Balance
Net Assets With Donor Restrictions$381,546$390,997▲ $9,451
Net Assets Without Donor Restrictions$257,822$131,533▼ $126,289
Total Net Assets Fund Balance$639,368$522,530▼ $116,838
Total Liabilities and Net Assets / Fund Balance$1,868,190$1,649,841▼ $218,349
Compensation and Service Providers

Board Members and Trustees

NameTitle
James E JohansenPresident
Daniel SalmonBoard Member
Kyla BassoBoard Member
Madelon I BergerBoard Member
Michael PiccoloBoard Member
Michael SalmonBoard Member
Sabrina Hosang JordanBoard Member
William M Trust JrBoard Member
Brian CocolicchioBoard Member (as of 03/19)
Dominic DadamoBoard Member (as of 03/19)
Gail CosseboomBoard Member (as of 03/19)
Jill WarnerTreasurer/secretary
Revenue and Support

Revenue Composition

Contributions and Grants
$766,580
Program Service Revenue
$0
Investment Income
$19,667
Other Revenue
$-16,240
All Other Contributions
$444,993
Change in Net Assets
$-116,593

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
Securities Publicly Traded5$32,431Market Quotation
Total Noncash Contributions5$32,431-

Audited Revenue Reconciliation

Revenue per Audited Statements
$769,592
Revenue Not Reported on Financial Statements
$415
Revenue Not Reported on Form 990
$-245
Total Revenue per Audited Statements
$769,347
Total Revenue per Form 990
$770,007
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$461,348
Other Expenses$237,672
Salaries, Compensation, and Employee Benefits$187,580
Total Fundraising Expense$123,833
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$461,348--$461,348
Fees for Services Management$150,034$20,400-$170,434
Other Salaries and Wages$16,183$48,549$97,099$161,831
Other Expenses-$26,909-$26,909
Payroll Taxes$1,590$4,771$9,542$15,903
Fees for Services Other-$5,809$8,714$14,523
Office Expenses-$9,061$2,571$11,632
Information Technology-$9,756-$9,756
Other Employee Benefits$644$1,932$3,863$6,439
Pension Plan Contributions$341$1,022$2,044$3,407
Insurance-$1,238-$1,238
Fees for Service Investment Mgmnt Fees-$415-$415
Total Functional Expenses$630,140$132,627$123,833$886,600

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$886,600
Expenses per Audited Statements$886,185
Total Expenses per Audited Statements$886,185
Expenses Not Reported on Financial Statements$415
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Jawonio IncNew City, NY501(c)(3)General Support$448,357
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$112,467
Fundraising Gross Income$96,227
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing$166,490$43,920$1,338$42,582
Annual Brunch$149,577$30,345$19,312$11,033
Total Events$417,814$96,227$112,467$-16,240
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
Due to Affiliate$1,070,633
Crisp Trust Liability$29,564
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 35% controlled entity
No
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
No
Other officer compensation reviewed
No
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 B, LINE 11B:

Form 990 was prepared by a nationally renowned accounting firm in conjunction with the organization's financial department. Draft form 990 was reviewed by the organization's ceo, cbo, chief communications officer, and director of finance and then provided to all members of the board of directors in draft via electronic mail, with an opportunity for them to comment or make inquiry before it was filed with the internal revenue service.

FORM 990, PART VI, SECTION B, LINE 12C:

Members of the board sign conflict of interest policy forms at the start of their term, and annually thereafter. All staff, including key staff, are requested to sign annual conflict of interest forms as well. The compliance department tracks all conflict of interest forms in the training database.

FORM 990, PART VI, SECTION B, LINES 15A AND 15B:

The organization does not compensate any officers or key employees.

FORM 990, PART VI, SECTION C, LINE 19:

The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Jawonio Foundation Inc
EIN
13-3625940
In Care Of
% GREGORY ZALEWSKI
Phone
8457082000
Address
260 NORTH LITTLE TOR ROAD, NEW CITY, NY 10956

Signing Officer

Name
Joseph Bloss
Title
CBO
Phone
8457082000
Signed
2020-10-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James E Johansen
Formed
1991
Legal Domicile
Ny
Voting Board Members
12
Independent Board Members
12
Employees
3
Volunteers
56

Preparer

Firm
Bdo USA Llp
Address
100 PARK AVENUE, NEW YORK, NY 10017-5001
Preparer
Paul Hammerschmidt
Phone
2128858000
Supplemental Narrative

Additional Explanations

FORM 990, PART I, LINE 1 CONTINUATION:

People with intellectual/developmental disabilities; behavioral challenges and the medically frail, their families and circles of support have all benefitted from the jawonio foundation since 1991. The jawonio foundation also funds similar healthcare sector organizations that are exempt under internal revenue code section 501(c)(3). As we move forward in this complex new era of healthcare delivery and associated systemic change, the jawonio foundation will continue to fund those organizations who not only serve individuals with special needs across their lifespan, but those who fit these demographics: persons who are medically frail; those who are homeless as well as the underemployed throughout the communities we serve. The jawonio foundation provides charitable giving and resource investment opportunities supporting our unique, innovative and integrated services. Philanthropic giving that reflects the emerging needs of our community includes: private-public partnership grants; individual and corporate philanthropy as well as federal, state and local grants and contributions. The jawonio foundation supports strategic and innovative programs, providing opportunities to adapt programming to the changing needs of the community.

FORM 990, PART IX, LINE 7, COLUMN D:

Fundraising expenses of $97,099 reported as "other salary and wages" includes salary for a staff grant writer whose fundraising efforts also benefit other healthcare internal revenue code 501(c)(3) tax-exempt organizations serving developmentally disabled individuals, consistent with the reporting organization's mission.

Financial Statement Notes

PART X, LINE 2:

Under GAAP, an organization must recognize the tax benefit associated with tax positions taken for tax return purposes when it is more likely than not that the position will be sustained upon examination by a taxing authority. Jawonio Foundation, Inc. does not believe it has taken any material uncertain tax positions and, accordingly, it has not recorded any liability for unrecognized tax benefits. The organization has filed for and received income tax exemptions in the jurisdictions where it is required to do so. Additionally, the organization has filed Internal Revenue Service Form 990 information returns, as required, and all other applicable returns in jurisdictions where so required. For the year ended December 31, 2019, there were no interest or penalties recorded or included in the statement of activities. The organization is subject to routine audits by taxing authorities. As of December 31, 2019, the organization was not subject to any examination by a taxing authority.

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IRS990/Desc0JAWONIO FOUNDATION, INC. WAS FOUNDED TO SUPPORT THE MISSION OF PROMOTING INDEPENDENCE TO CHILDREN AND ADULTS WITH SPECIAL NEEDS. FOUNDATION FUNDING INCLUDES: THE DEVELOPMENT OF PILOT PROJECTS, CAPITAL PROJECTS AND PROGRAM ENHANCEMENTS UNFUNDED BY TRADITIONAL FUNDING SOURCES. THIS YEAR THE FOUNDATION SUPPORTED UNFUNDED CHILDREN'S AND FAMILY EDUCATION PROGRAMS, SOCIAL ENTERPRISES, BEHAVIORAL HEALTH SERVICES, EMPLOYMENT SERVICES FOR ADULTS AND RELATED SERVICES FOR CHILDREN WITH DISABILITIES WHO HAVE NO INSURANCE, AS WELL AS OUR EARLY INTERVENTION PROGRAMS. THE JAWONIO FOUNDATION ALSO SUPPORTS COMMUNITY ORGANIZATIONS THAT ARE IN ALIGNMENT WITH OUR MISSION. JAWONIO PROMOTES HEALTHY LIVING ACROSS THE LIFESPAN FOR THOSE WHO SEEK OUR SERVICES.
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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.$1.18$0.06$1.12$0.60$0.50$0.10
2023Detailed filing. Detailed filing data is available for this year.$1.08$0.04$1.04$0.56$0.43$0.13
2022Detailed filing. Detailed filing data is available for this year.$1.28$0.37$0.91$0.63$0.46$0.18
2021Detailed filing. Detailed filing data is available for this year.$1.26$0.54$0.73$0.82$0.55$0.27
2020Detailed filing. Detailed filing data is available for this year.$1.99$1.53$0.46$0.69$0.75$0.06
2019Detailed filing. Detailed filing data is available for this year.$1.65$1.13$0.52$0.77$0.89$0.12
2018Detailed filing. Detailed filing data is available for this year.$1.87$1.23$0.64$0.89$1.76$0.87
2017Detailed filing. Detailed filing data is available for this year.$1.57$0.07$1.50$0.83$0.68$0.15
2016Summary only. Only limited summary data is available for this year.$1.50$0.14$1.36$1.31$0.86$0.45
2015Summary only. Only limited summary data is available for this year.$0.97$0.06$0.91$0.60$0.60$0.00
2014Summary only. Only limited summary data is available for this year.$1.00$0.09$0.91$0.53$0.83$0.30
2013Summary only. Only limited summary data is available for this year.$1.25$0.04$1.21$0.54$0.60$0.06
2012Summary only. Only limited summary data is available for this year.$1.37$0.06$1.32$0.45$0.54$0.09
2011Summary only. Only limited summary data is available for this year.$1.42$0.03$1.39$0.71$0.42$0.29
2010Summary only. Only limited summary data is available for this year.$1.22$0.12$1.10$0.43$1.01$0.57
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • NTEE H • $1M-$5M nonprofits