Civic Intelligence

Jonathan Club Charitable Fund

990 • Fiscal year 2017 • EIN 20-0263215

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 29, 2018

Organization ProfileN/A
545 S Figueroa StreetLos Angeles, CA 90071

(213) 312-5236

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

14th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

96th percentile

77%

Higher net margin than 96% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

89th percentile

40%

Faster asset growth than 89% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

68th percentile

15%

Faster revenue growth than 68% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$1,742,965

Up $499,671 (+40%) from 2016

Net Assets

Up

$1,742,965

Up $499,671 (+40%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin96th percentile

Revenue

Up

$487,642

Up $63,892 (+15%) from 2016

Expenses

Down

$112,501

Down $358 (-0.3%) from 2016

Net Income

Up

$375,141

Up $64,250 (+21%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth89th percentile

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

$6.0M$4.0M$2.0M$0Assets 2013: $270,153Liabilities 2013: $10,066Net Assets 2013: $260,0872013Assets 2014: $593,352Liabilities 2014: $6,134Net Assets 2014: $587,2182014Assets 2015: $916,268Liabilities 2015: $1,200Net Assets 2015: $915,0682015Assets 2016: $1,243,294Liabilities 2016: $0Net Assets 2016: $1,243,2942016Assets 2017: $1,742,965Liabilities 2017: $0Net Assets 2017: $1,742,9652017Assets 2018: $1,895,277Liabilities 2018: $0Net Assets 2018: $1,895,2772018Assets 2019: $2,522,550Liabilities 2019: $468Net Assets 2019: $2,522,0822019Assets 2020: $3,027,308Liabilities 2020: $220Net Assets 2020: $3,027,0882020Assets 2021: $3,725,272Liabilities 2021: $0Net Assets 2021: $3,725,2722021Assets 2022: $3,553,398Liabilities 2022: $0Net Assets 2022: $3,553,3982022Assets 2023: $4,400,792Liabilities 2023: $0Net Assets 2023: $4,400,7922023Assets 2024: $4,919,373Liabilities 2024: $0Net Assets 2024: $4,919,3732024

Highlighted filing

2017

Assets$1,742,965
Liabilities$0
Net Assets$1,742,965
Open 2017 Filing

Operations Trend

Revenue Growth68th percentile

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

$800K$600K$400K$200K$0Revenue 2013: $328,606Expenses 2013: $70,882Net Income 2013: $257,7242013Revenue 2014: $423,127Expenses 2014: $95,996Net Income 2014: $327,1312014Revenue 2015: $422,185Expenses 2015: $94,335Net Income 2015: $327,8502015Revenue 2016: $423,750Expenses 2016: $112,859Net Income 2016: $310,8912016Revenue 2017: $487,642Expenses 2017: $112,501Net Income 2017: $375,1412017Revenue 2018: $531,086Expenses 2018: $126,771Net Income 2018: $404,3152018Revenue 2019: $486,920Expenses 2019: $141,308Net Income 2019: $345,6122019Revenue 2020: $512,453Expenses 2020: $189,331Net Income 2020: $323,1222020Revenue 2021: $613,631Expenses 2021: $139,299Net Income 2021: $474,3322021Revenue 2022: $477,406Expenses 2022: $164,875Net Income 2022: $312,5312022Revenue 2023: $500,587Expenses 2023: $183,431Net Income 2023: $317,1562023Revenue 2024: $672,720Expenses 2024: $301,189Net Income 2024: $371,5312024

Highlighted filing

2017

Revenue$487,642
Expenses$112,501
Net Income$375,141
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 29, 2018
Return Version
2017v2.2
Gross Receipts
$554,814
Mission and Program Overview

Mission

The mission of the Jonathan Club Charitable Fund is to further charitable and educational causes in its community by (1) making grants to organizations described in Section 501(c)(3) of the Internal Revenue Code; and (2) establishing and maintaining a scholarship fund to award scholarships to jonathan club employees, their children, grandchildren and spouses who are selected by an independent committee of financial aid professionals from the community based on a combination of factors including academic achievement, community involvement, and other contributions.

The mission of the jonathan club charitable fund is to further charitable and educational causes in its community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,134,085$1,595,422▲ $461,337
Cash and Non-Interest-Bearing Accounts$103,439$141,138▲ $37,699
Pledges and Grants Receivable$5,770$6,405▲ $635
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$1,243,294$1,742,965▲ $499,671
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$1,243,294$1,742,965▲ $499,671
Total Net Assets Fund Balance$1,243,294$1,742,965▲ $499,671
Total Liabilities and Net Assets / Fund Balance$1,243,294$1,742,965▲ $499,671
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Chip LightfootPresident
Bruce MurdochDirector
Jon WellingerDirector
Kathryn Meade HodgesDirector
Sharon SheltonDirector
Judith JenkinsCFO
Robert AlschulerSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$456,679
Program Service Revenue
$0
Investment Income
$30,963
Other Revenue
$0
All Other Contributions
$456,679
Change in Net Assets
$375,141
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$86,490
Other Expenses$26,011
Total Fundraising Expense$3,608
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$86,490--$86,490
Fees for Service Investment Mgmnt Fees-$13,184-$13,184
Fees for Services Legal-$3,437-$3,437
Fees for Services Accounting-$1,303-$1,303
Other Expenses-$1,011$1,584$1,011
All Other Expenses-$666-$666
Total Functional Expenses$86,490$22,403$3,608$112,501
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
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
Yes

Governance Explanations

Form 990, Part VI, Line 3: Description of Delegated Duties to Management Company

“Management of accounting and disbursements are delegated to jonathan club employees. Investment management is delegated to wells fargo.scholarship application review and award selection process is delegated to an independent committee.”

Form 990, Part VI, Line 8: Explanation of No Contemporaneously Documentation of Meetings

“No committees with authority to act on behalf of the governing body.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“Form 990 is reviewed by jonathan club's cfo and jonathan club charitable fund's president to ensure the accuracy of all inputs of revenue, expenses, and entity information. A copy of the final draft is provided to the board directors prior to filing.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Board member interests which could give rise to conflicts are disclosed to the board. The conflict of interest policy is monitored and enforced. Each year's board signs affirming they have received, read, understand and comply with the policy. In general the policy considers board and jonathan club member vendor relationships to be potential conflicts. Such relationships are prohibited, except by board approval.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“The organization will make its governing documents, policy statements and financial statements available upon request.”

Filing and Contact Details

Filer

Filer Name
Jonathan Club Charitable Fund
EIN
20-0263215
Phone
2133125236
Address
545 S FIGUEROA STREET, LOS ANGELES, CA 90071

Signing Officer

Name
Chip Lightfoot
Title
President
Signed
2018-10-29
Discuss with paid preparer
Yes

Organization Details

Formed
2003
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
0

Preparer

Firm
Hutchinson and Bloodgood Llp
Address
550 N BRAND BLVD 14th Floor, GLENDALE, CA 91203
Preparer
Georgette M Green
Phone
8186375000
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 990 IS REVIEWED BY JONATHAN CLUB'S CFO AND JONATHAN CLUB CHARITABLE FUND'S PRESIDENT TO ENSURE THE ACCURACY OF ALL INPUTS OF REVENUE, EXPENSES, AND ENTITY INFORMATION. A COPY OF THE FINAL DRAFT IS PROVIDED TO THE BOARD DIRECTORS PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BOARD MEMBER INTERESTS WHICH COULD GIVE RISE TO CONFLICTS ARE DISCLOSED TO THE BOARD. THE CONFLICT OF INTEREST POLICY IS MONITORED AND ENFORCED. EACH YEAR'S BOARD SIGNS AFFIRMING THEY HAVE RECEIVED, READ, UNDERSTAND AND COMPLY WITH THE POLICY. IN GENERAL THE POLICY CONSIDERS BOARD AND JONATHAN CLUB MEMBER VENDOR RELATIONSHIPS TO BE POTENTIAL CONFLICTS. SUCH RELATIONSHIPS ARE PROHIBITED, EXCEPT BY BOARD APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION WILL MAKE ITS GOVERNING DOCUMENTS, POLICY STATEMENTS AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 3: Description of Delegated Duties to Management Company
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 8: Explanation of No Contemporaneously Documentation of Meetings
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,742,965
Liabilities
$0
Net assets
$1,742,965
Revenue
$487,642
Expenses
$112,501
Net income
$375,141
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.92$0.00$4.92$0.67$0.30$0.37
2023Summary only. Only limited summary data is available for this year.$4.40$0.00$4.40$0.50$0.18$0.32
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.55$0.00$3.55$0.48$0.16$0.31
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.73$0.00$3.73$0.61$0.14$0.47
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.03$0.00$3.03$0.51$0.19$0.32
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.52$0.00$2.52$0.49$0.14$0.35
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.90$0.00$1.90$0.53$0.13$0.40
2017Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.49$0.11$0.38
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.24$0.00$1.24$0.42$0.11$0.31
2015Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.42$0.09$0.33
2014Detailed filing. Detailed filing data is available for this year.$0.59$0.01$0.59$0.42$0.10$0.33
2013Summary only. Only limited summary data is available for this year.$0.27$0.01$0.26$0.33$0.07$0.26