Civic Intelligence

The Jed Foundation

990 • Fiscal year 2018 • EIN 13-4131139

Jan 01, 2018 to Dec 31, 2018 • Filed on Jul 31, 2019

6 East 39th Street Suite 1204New York, NY 10016

(212) 647-7544

Siviq Scores

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

Liabilities / Assets

34th percentile

0.06x

Higher debt load relative to assets than 34% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

27th percentile

0.06x

Higher debt load relative to revenue than 27% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Net Margin

87th percentile

38%

Higher net margin than 87% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

82nd percentile

$231,176

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 2.6% of source-year revenue.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Asset Growth

94th percentile

61%

Faster asset growth than 94% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

93rd percentile

88%

Faster revenue growth than 93% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Assets

Up

$9,301,158

Up $3,540,321 (+61%) from 2017

Net Assets

Up

$8,764,060

Up $3,361,795 (+62%) from 2017

Liabilities

Up

$537,098

Up $178,526 (+50%) from 2017

Revenue

Up

$8,944,334

Up $4,176,837 (+88%) from 2017

Expenses

Up

$5,582,539

Up $951,673 (+21%) from 2017

Net Income

Up

$3,361,795

Up $3,225,164 (+2360%) from 2017

Historical Trend

Balance Sheet Trend

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

$60M$40M$20M$0Assets 2011: $2,268,568Liabilities 2011: $55,375Net Assets 2011: $2,213,1932011Assets 2012: $1,979,667Liabilities 2012: $122,665Net Assets 2012: $1,857,0022012Assets 2013: $1,921,771Liabilities 2013: $137,713Net Assets 2013: $1,784,0582013Assets 2014: $2,951,481Liabilities 2014: $53,490Net Assets 2014: $2,897,9912014Assets 2015: $4,460,072Liabilities 2015: $134,847Net Assets 2015: $4,325,2252015Assets 2016: $5,479,187Liabilities 2016: $213,553Net Assets 2016: $5,265,6342016Assets 2017: $5,760,837Liabilities 2017: $358,572Net Assets 2017: $5,402,2652017Assets 2018: $9,301,158Liabilities 2018: $537,098Net Assets 2018: $8,764,0602018Assets 2019: $19,020,910Liabilities 2019: $1,200,881Net Assets 2019: $17,820,0292019Assets 2020: $21,389,720Liabilities 2020: $1,660,648Net Assets 2020: $19,729,0722020Assets 2021: $29,956,990Liabilities 2021: $2,748,958Net Assets 2021: $27,208,0322021Assets 2022: $41,737,879Liabilities 2022: $3,404,029Net Assets 2022: $38,333,8502022Assets 2023: $36,768,101Liabilities 2023: $3,549,077Net Assets 2023: $33,219,0242023Assets 2024: $37,524,575Liabilities 2024: $3,099,864Net Assets 2024: $34,424,7112024

Highlighted filing

2018

Assets$9,301,158
Liabilities$537,098
Net Assets$8,764,060

Operations Trend

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

$30M$20M$10M$0-$10MRevenue 2011: $1,022,485Expenses 2011: $1,177,476Net Income 2011: -$154,9912011Revenue 2012: $1,334,004Expenses 2012: $1,690,195Net Income 2012: -$356,1912012Revenue 2013: $1,593,818Expenses 2013: $1,666,762Net Income 2013: -$72,9442013Revenue 2014: $2,988,514Expenses 2014: $1,874,581Net Income 2014: $1,113,9332014Revenue 2015: $4,244,994Expenses 2015: $2,817,760Net Income 2015: $1,427,2342015Revenue 2016: $4,272,793Expenses 2016: $3,332,384Net Income 2016: $940,4092016Revenue 2017: $4,767,497Expenses 2017: $4,630,866Net Income 2017: $136,6312017Revenue 2018: $8,944,334Expenses 2018: $5,582,539Net Income 2018: $3,361,7952018Revenue 2019: $15,982,720Expenses 2019: $6,926,751Net Income 2019: $9,055,9692019Revenue 2020: $10,420,940Expenses 2020: $8,511,897Net Income 2020: $1,909,0432020Revenue 2021: $17,607,538Expenses 2021: $10,128,578Net Income 2021: $7,478,9602021Revenue 2022: $29,793,962Expenses 2022: $18,663,187Net Income 2022: $11,130,7752022Revenue 2023: $20,673,662Expenses 2023: $25,788,488Net Income 2023: -$5,114,8262023Revenue 2024: $25,199,420Expenses 2024: $23,993,733Net Income 2024: $1,205,6872024

Highlighted filing

2018

Revenue$8,944,334
Expenses$5,582,539
Net Income$3,361,795
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Jul 31, 2019
Return Version
2018v3.1
Gross Receipts
$9,343,588
Mission and Program Overview

Mission

To protect emotional health and prevent suicide for our nation's teens and young adults. (see schedule o for detailed mission statement)

The JED Foundation's mission is to prevent suicide and protect the emotional health of teens and young adults. See Schedule O

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable$1,697,295$4,059,565▲ $2,362,270
Savings and Temporary Cash Investments$2,526,083$3,468,729▲ $942,646
Cash and Non-Interest-Bearing Accounts$827,752$1,245,585▲ $417,833
Land, Buildings, and Equipment, Net$553,917$345,266▼ $208,651
Prepaid Expenses and Deferred Charges$67,835$124,745▲ $56,910
Accounts Receivable$0$0→ $0
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
Investments in Publicly Traded Securities$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$5,760,837$9,301,158▲ $3,540,321
Other Assets Total$87,955$57,268▼ $30,687
Liabilities
Accounts Payable and Accrued Expenses$320,953$274,801▼ $46,152
Deferred Revenue$0$223,340▲ $223,340
Other Liabilities$37,619$38,957▲ $1,338
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$358,572$537,098▲ $178,526
Net Assets / Fund Balance
Temporarily Rstr Net Assets$2,133,659$5,937,615▲ $3,803,956
Unrestricted Net Assets$3,268,606$2,826,445▼ $442,161
Permanently Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$5,402,265$8,764,060▲ $3,361,795
Total Liabilities and Net Assets / Fund Balance$5,760,837$9,301,158▲ $3,540,321

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$266,736$1,042,259$1,308,995
Other Land Buildings$52,407$13,883$66,290
Leasehold Improvements$26,123$23,217$49,340
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Victor Schwartz MDChief Medical OfficerFT$206,024$31,658$231,176
John A MacPheeExecutive Director/CEOFT$224,984$25,152$224,984
Adee ShepenChief Development OfficerFT$180,650$9,221$210,524
Nance S RoyChief Clinical OfficerFT$178,233$11,106$191,123
Katherine J CunninghamChief Programming & OperatingFT$158,942$9,221$168,163
Howard E SwainCampus DirectorFT$112,396$17,052$129,448
Rita WeinbergerCFOFT$123,591$5,770$129,361
Frank LeiCFOFT$20,965$528$21,493

Board Members and Trustees

Highest Paid Contractors

ContractorServicesLocationCompensation
Web MdPromotion of program12186 Collections Center Drive, Chicago, IL 60693$250,000
Newx2 CommunicationPromotion of program6449 Graves Avenue, Van Nuys, CA 91406$101,837
Revenue and Support

Revenue Composition

Contributions and Grants
$8,724,410
Program Service Revenue
$368,331
Investment Income
$20,694
Other Revenue
$-169,101
All Other Contributions
$6,932,634
Change in Net Assets
$3,361,795

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded2$35,000Fair Market Value (FMV)
Other Non Cash Contri Table1$11,9000
Total Noncash Contributions3$46,900-

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,944,334
Revenue Not Reported on Form 990
$2,164,104
Total Revenue per Audited Statements
$11,108,438
Total Revenue per Form 990
$8,944,334
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,998,937
Salaries, Compensation, and Employee Benefits$2,583,602
Total Fundraising Expense$571,616
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,630,114$90,625$161,234$1,881,973
Fees for Services Other$1,189,648-$40,603$1,230,251
Current Officers, Directors, Trustees, and Key Employees$192,249$139,829$43,759$375,837
Office Expenses$201,077$16,820$63,146$281,043
Depreciation Depletion$241,647$20,719$7,284$269,650
Occupancy$200,251$24,713$22,492$247,456
Travel$166,188$3,210$15,590$184,988
Other Employee Benefits$146,001$12,456$16,091$174,548
Advertising$152,146-$17,806$169,952
Conferences and Meetings$85,912$4,148$74,202$164,262
Payroll Taxes$122,393$15,104$13,747$151,244
Information Technology$133,144--$133,144
Fees for Services Accounting-$115,150-$115,150
All Other Expenses$30,466$3,257$2,964$36,687
Other Expenses$10,904$429$13,390$24,723
Fees for Services Legal-$18,130-$18,130
Insurance-$6,625-$6,625
Total Functional Expenses$4,539,708$471,215$571,616$5,582,539

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$7,746,643
Expenses per Audited Statements$5,582,539
Total Expenses per Form 990$5,582,539
Expenses Not Reported on Form 990$2,164,104
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$299,254
Fundraising Gross Income$97,365
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Gala$1,889,141$97,365-$97,365
Total Events$1,889,141$97,365$299,254$-201,889
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Phillip S SatowCo-FounderOffice subleaseNo$32,788

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 Payable$38,957
Security Deposit Payable$0
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
Yes
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

Donna Satow and Phillip Satow - Family relationship Phillip Satow and Michael Satow - Family relationship, business relationship Donna Satow and Michael Satow - Family relationship Donna Satow and Julie Satow - Family relationship Phillip Satow and Julie Satow - Family relationship Julie Satow and Michael Satow - Family relationship

Form 990, Part VI, Line 11B

Management and members of the Finance Committee reviewed and approved the draft Federal Form 990. Subsequently, the draft Form was submitted to the entire board for questions and comments. Any questions and comments were fully resolved before the return was filed.

Form 990, Part VI, Line 12C

The Jed Foundation has a written conflict of interest policy for its Board members and officers and each member and officer is required to complete and submit an annual conflict of interest report. This documentation is reviewed by the executive committee. Potential conflicts are addressed by the disinterested board members and, if necessary, addressed by the Board as a whole.

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

Compensation is reviewed annually by the Executive Committee through an in person meeting or conference call. The recommendations of this committee are then passed on to the full Board for consideration.

Form 990, Part VI, Line 19

Each year, as soon as the documents are available, the Form 990 and audited financial statements are put on the Foundation's website. The Form 1023 is available upon request.

Filing and Contact Details

Filer

Filer Name
The JED Foundation
EIN
13-4131139
In Care Of
% JOHN MACPHEE
Phone
2126477544
Address
6 East 39th Street Suite 1204, New York, NY 10016

Signing Officer

Name
John Macphee
Title
Executive Dir/CEO
Phone
2126477544
Signed
2019-07-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Macphee
Formed
2000
Legal Domicile
Ny
Voting Board Members
20
Independent Board Members
20
Employees
33
Volunteers
200

Preparer

Firm
Withumsmithbrown Pc
Address
1411 BROADWAY 9TH FLOOR, NEW YORK, NY 10018
Preparer
Cathy Bendall CPA
Phone
2127519100
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 1

Mission Statement- The JED Foundation (JED) is a not-for-profit organization incorporated in 2000. The JED Foundation's mission is to prevent suicide and protect the emotional health of teens and young adults. We're partnering with high schools and colleges to strengthen their mental health, substance abuse and suicide prevention programs and systems. We're equipping teens and young adults with the skills and knowledge to help themselves and each other. We're encouraging community awareness, understanding and action for young adult mental health. JED operates administrative offices in New York, NY, and is supported primarily through contributions, special event revenue and earned income.

Form 990, Page 2, Part III, Line 4A

Higher Education- JED supports and empowers campus communities to strengthen student mental health, substance misuse and suicide prevention efforts. This work with colleges and universities is grounded in the evidence-based practice of our Comprehensive Approach to Mental Health Promotion and Suicide Prevention. JED supports schools through advising support, communication and education programs as well as through our signature programs within higher education, JED Campus. JED Campus is designed to guide schools through a collaborative process of comprehensive systems, program and policy development with customized support to build upon existing student mental health, substance misuse and suicide prevention efforts. JED Campuses embark on a four-year strategic partnership with JED that not only assesses and enhance the work that is already being done, but helps to create positive, systemic change in the campus community.

Form 990, Page 2, Part III, Line 4B

High School- JED is continuing to grow its High School Programming with a focus on emotional preparation for the transition from high school to college. JEDs key high school program is Set to Go (settogo.org), which launched in 2017. Set to Go guides students, families and high school educators through important social, emotional and mental health considerations related to the transition out of high school to college and adulthood. In 2019, Set to Go is reaching at least 500,000 teens and parents with essential information and resources about emotional health and well-being. A new Set to Go curriculum is being piloted in several high schools across the country and JED resources are reaching 1,700 schools (includes all grades K-12) in the New York City area through a partnership with the Department of Educations School Mental Health program, The Mayor's Fund to Advance New York City, and ThriveNYC. We also began work to develop our Comprehensive Approach to Mental Health and Suicide Prevention for High Schools. This framework will provide a series of recommendations for schools on how to approach mental health and suicide prevention and form the basis of the technical assistance we provide to them. In addition, in partnership with the Healthy Minds Network at the University of Michigan, we began work on a Healthy Minds for High School survey, the first national survey instrument to assess the prevalence of mental health issues among high school students and gain insight into their attitudes about mental health.

Form 990, Page 2, Part III, line 4C

Youth and Community Campaigns and Education- JED develops public education campaigns, expert resources and creates powerful partnerships to ensure more teens and young adults get access to the resources and support they need to navigate lifes challenges. We strive to educate and equip students, families and communities to know when and how to support themselves and others who are in distress or struggling with a mental health issue. In partnership with Ad Council and the American Foundation for Suicide Prevention (AFSP), JED operates a national campaign, Seize the Awkward (seizethawkward.org), that encourages teens and young adults to start a conversation with a friend who may be struggling with mental health issues. Other programs include: Love is Louder(LOVEISLOUDER.COM): An online community working together to build a world where we all feel connected and supported Ulifeline(ULIFELINE.ORG): A mental health resource center for college students that provides information about emotional health issues and the resources available on their campus. It also offers a confidential mental health self-screening tool. Half of Us (HALFOFUS.COM): An award-winning program from JED and MTV featuring a library of free-for-use videos including PSAs, celebrities and students talking about their personal experiences with mental health and substance use. JED Storytellers(YOUTUBE.COM/JEDFOUNDATION): Each year, JED trains individuals from all over the country who have been affected by mental health to share their authentic, inspiring personal stories to let others know they are not alone and help is available.

Form 990 Part IX Line 11G

Description:program consulting total fees:940463

Form 990 Part IX Line 11G

Description:consultants - market research total fees:63080

Form 990 Part IX Line 11G

Description:consultants - campus programs total fees:186105

Form 990 Part IX Line 11G

Description:event management total fees:40603

Financial Statement Notes

Part X, Line 2

The Foundation is exempt from Federal income taxes under Section 501(c)(3) of the Internal Revenue Code. Accordingly, the financial statements do not reflect a provision for Federal income taxes. There were no uncertain tax positions at December 31, 2018 AND 2017. There are no tax related penalties and interest recorded for the year ended December 31, 2018 AND 2017.

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IRS990/Form990PartVIISectionAGrp/PersonNm6MATTHEW W LIPPMAN
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IRS990/Form990PartVIISectionAGrp/PersonNm15Julie Satow
IRS990/Form990PartVIISectionAGrp/PersonNm16Michael Satow
IRS990/Form990PartVIISectionAGrp/PersonNm17Philip Satow
IRS990/Form990PartVIISectionAGrp/PersonNm18LaNeah Starshell Menzies
IRS990/Form990PartVIISectionAGrp/PersonNm19Lynn O'Connor Vos
IRS990/Form990PartVIISectionAGrp/PersonNm20Robert P Rooney
IRS990/Form990PartVIISectionAGrp/PersonNm21John A MacPhee
IRS990/Form990PartVIISectionAGrp/PersonNm22Rita Weinberger
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IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19Director
IRS990/Form990PartVIISectionAGrp/TitleTxt20Director
IRS990/Form990PartVIISectionAGrp/TitleTxt21EXECUTIVE DIRECTOR/CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt22CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt23SECRETARY/Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt24CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt25Chief Medical Officer
IRS990/Form990PartVIISectionAGrp/TitleTxt26Chief Clinical Officer
IRS990/Form990PartVIISectionAGrp/TitleTxt27Chief Development Officer
IRS990/Form990PartVIISectionAGrp/TitleTxt28Chief Programming & Operating
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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.$37.5$3.10$34.4$25.2$24.0$1.21
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$36.8$3.55$33.2$20.7$25.8$5.11
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$41.7$3.40$38.3$29.8$18.7$11.1
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$30.0$2.75$27.2$17.6$10.1$7.48
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.4$1.66$19.7$10.4$8.51$1.91
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.0$1.20$17.8$16.0$6.93$9.06
2018Detailed filing. Detailed filing data is available for this year.$9.30$0.54$8.76$8.94$5.58$3.36
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.76$0.36$5.40$4.77$4.63$0.14
2016Summary only. Only limited summary data is available for this year.$5.48$0.21$5.27$4.27$3.33$0.94
2015Summary only. Only limited summary data is available for this year.$4.46$0.13$4.33$4.24$2.82$1.43
2014Summary only. Only limited summary data is available for this year.$2.95$0.05$2.90$2.99$1.87$1.11
2013Summary only. Only limited summary data is available for this year.$1.92$0.14$1.78$1.59$1.67$0.07
2012Summary only. Only limited summary data is available for this year.$1.98$0.12$1.86$1.33$1.69$0.36
2011Summary only. Only limited summary data is available for this year.$2.27$0.06$2.21$1.02$1.18$0.15