Civic Intelligence

Jeffrey Foundation

EIN 23-7208851 • 501(c)3 • Los Angeles, CA

Profile

To provide high quality, community based, therapeutic, educational and social services to at-risk and special needs children and their families to improve their quality of life.

5443 W Washington BlvdLos Angeles, CA 90016
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.01x

Higher debt load relative to assets than 32% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

54th percentile

0.10x

Higher debt load relative to revenue than 54% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

4th percentile

-78%

Higher net margin than 4% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

20th percentile

-6.2%

Faster asset growth than 20% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2025

Revenue Growth

57th percentile

11%

Faster revenue growth than 57% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2025

Assets

Down

$3,618,730

Down $304,685 (-7.8%) from 2024

Liabilities

Down

$39,127

Down $1,865 (-4.5%) from 2024

Net Assets

Down

$3,579,603

Down $302,820 (-7.8%) from 2024

Revenue

Down

$386,665

Down $90,865 (-19%) from 2024

Expenses

Up

$689,485

Up $30,443 (+4.6%) from 2024

Net Income

Down

-$302,820

Down $121,308 (-67%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2013: $2,949,205Liabilities 2013: $1,624,469Net Assets 2013: $1,324,7362013Assets 2015: $2,793,454Liabilities 2015: $510,124Net Assets 2015: $2,283,3302015Assets 2016: $2,787,637Liabilities 2016: $607,977Net Assets 2016: $2,179,6602016Assets 2017: $2,770,113Liabilities 2017: $642,302Net Assets 2017: $2,127,8112017Assets 2018: $2,881,880Liabilities 2018: $495,024Net Assets 2018: $2,386,8562018Assets 2019: $2,785,635Liabilities 2019: $656,146Net Assets 2019: $2,129,4892019Assets 2020: $2,957,602Liabilities 2020: $845,797Net Assets 2020: $2,111,8052020Assets 2021: $2,716,470Liabilities 2021: $760,765Net Assets 2021: $1,955,7052021Assets 2022: $4,498,911Liabilities 2022: $56,105Net Assets 2022: $4,442,8062022Assets 2023: $4,111,051Liabilities 2023: $47,116Net Assets 2023: $4,063,9352023Assets 2024: $3,923,415Liabilities 2024: $40,992Net Assets 2024: $3,882,4232024Assets 2025: $3,618,730Liabilities 2025: $39,127Net Assets 2025: $3,579,6032025

Highlighted filing

2025

Assets$3,618,730
Liabilities$39,127
Net Assets$3,579,603

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2013: $1,032,4272013Revenue 2015: $2,001,352Expenses 2015: $1,110,041Net Income 2015: $891,3112015Revenue 2016: $1,002,879Expenses 2016: $1,106,549Net Income 2016: -$103,6702016Revenue 2017: $1,046,636Expenses 2017: $1,098,485Net Income 2017: -$51,8492017Revenue 2018: $1,885,173Expenses 2018: $1,626,128Net Income 2018: $259,0452018Revenue 2019: $1,639,184Expenses 2019: $1,896,551Net Income 2019: -$257,3672019Revenue 2020: $1,461,420Expenses 2020: $1,479,104Net Income 2020: -$17,6842020Revenue 2021: $836,462Expenses 2021: $992,562Net Income 2021: -$156,1002021Revenue 2022: $3,271,019Expenses 2022: $783,918Net Income 2022: $2,487,1012022Revenue 2023: $314,694Expenses 2023: $693,565Net Income 2023: -$378,8712023Revenue 2024: $477,530Expenses 2024: $659,042Net Income 2024: -$181,5122024Revenue 2025: $386,665Expenses 2025: $689,485Net Income 2025: -$302,8202025

Highlighted filing

2025

Revenue$386,665
Expenses$689,485
Net Income-$302,820

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Sep 3, 2025
Return Version
2024v5.0
Gross Receipts
$386,665
Mission and Program Overview

Mission

To provide high quality, community based, therapeutic, educational and social services to at-risk and special needs children and their families to improve their quality of life.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$2,450,000$2,450,000→ $0
Land, Buildings, and Equipment, Net$677,979$643,493▼ $34,486
Savings and Temporary Cash Investments$547,315$396,995▼ $150,320
Pledges and Grants Receivable$23,242$55,575▲ $32,333
Cash and Non-Interest-Bearing Accounts$159,011$15,480▼ $143,531
Accounts Receivable$8,681--
Total Assets$3,923,415$3,618,730▼ $304,685
Other Assets Total$57,187$57,187→ $0
Liabilities
Accounts Payable and Accrued Expenses$40,992$39,127▼ $1,865
Total Liabilities$40,992$39,127▼ $1,865
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,882,423$3,579,603▼ $302,820
Total Net Assets Fund Balance$3,882,423$3,579,603▼ $302,820
Total Liabilities and Net Assets / Fund Balance$3,923,415$3,618,730▼ $304,685

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$631,793$644,767$1,276,560
Equipment$11,700$12,103$23,803
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Alyce Morris WinstonPres./boardFT$101,500$101,500

Board Members and Trustees

NameTitle
Marcia BrickleyBoard VP CHA
Evelyn WilliamsDirector
Minas FournouzianDirector
Warren FinnDirector
Tonia AgronSecretary
Joanna KermaniTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$276,421
Program Service Revenue
$8,242
Investment Income
$98,500
Other Revenue
$3,502
All Other Contributions
$75,100
Change in Net Assets
$-302,820

Audited Revenue Reconciliation

Revenue per Audited Statements
$386,665
Total Revenue per Audited Statements
$386,665
Total Revenue per Form 990
$386,665
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$501,335
Other Expenses$188,150
Total Fundraising Expense$106,957
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$287,500$19,920$9,960$317,380
Current Officers, Directors, Trustees, and Key Employees-$50,750$50,750$101,500
Other Employee Benefits$34,128$8,409$6,925$49,462
Depreciation Depletion$34,486--$34,486
Payroll Taxes$22,765$5,609$4,619$32,993
All Other Expenses$25,015$5,694$601$31,310
Other Expenses$14,908$2,500$1,250$14,908
Insurance$12,829--$12,829
Office Expenses$9,165$1,043$522$10,730
Fees for Services Other$1,454$6,050$920$8,424
Total Functional Expenses$482,553$99,975$106,957$689,485

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$689,485
Total Expenses per Audited Statements$689,485
Total Expenses per Form 990$689,485
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
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, Page 6, Part VI, Line 11B

Form 990 is available to the board of directors to review at a regular board meeting.

Form 990, Page 6, Part VI, Line 12C

Board members are to disclose any conflicts of interest at board meetings and not vote on any issues with conflict of interest, employees are to inform the executive director of any conflicts of interest. The board president and the executive monitor compliance with the policy.

Form 990, Page 6, Part VI, Line 15A

The board annually reviews the compensation of the executive at the time of adopting the annual budget for the organization.

Form 990, Page 6, Part VI, Line 19

The organization makes its governing documents, form 990 and annual financial statements available to the public upon request at the organization's office during normal office hours.

Filing and Contact Details

Filer

Filer Name
Jeffrey Foundation
EIN
23-7208851
Phone
3237657536
Address
5443 W WASHINGTON BLVD, LOS ANGELES, CA 90016

Signing Officer

Name
Alyce Morris Winston
Title
Pres./board Chair
Phone
3237657536
Signed
2025-09-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Alyce Morris Winston
Formed
1972
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
7
Employees
9

Preparer

Firm
Werner & Company Inc
Address
9587 ARROW ROUTE SUITE G, RANCHO CUCAMONGA, CA 91730
Preparer
Jeff L Werner
Phone
9097273076
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS AVAILABLE TO THE BOARD OF DIRECTORS TO REVIEW AT A REGULAR BOARD MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD MEMBERS ARE TO DISCLOSE ANY CONFLICTS OF INTEREST AT BOARD MEETINGS AND NOT VOTE ON ANY ISSUES WITH CONFLICT OF INTEREST, EMPLOYEES ARE TO INFORM THE EXECUTIVE DIRECTOR OF ANY CONFLICTS OF INTEREST. THE BOARD PRESIDENT AND THE EXECUTIVE MONITOR COMPLIANCE WITH THE POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD ANNUALLY REVIEWS THE COMPENSATION OF THE EXECUTIVE AT THE TIME OF ADOPTING THE ANNUAL BUDGET FOR THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, FORM 990 AND ANNUAL FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST AT THE ORGANIZATION'S OFFICE DURING NORMAL OFFICE HOURS.
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRES./BOARD CHAIR
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ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-03
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WERNER & COMPANY INC
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RANCHO CUCAMONGA
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ReturnHeader/PreparerPersonGrp/PreparationDt02025-09-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFF L WERNER
ReturnHeader/ReturnTs02025-09-30T14:18:12-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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