Civic Intelligence

Joseph G Bradley Charitable Foundation

990PF • Fiscal year 2022 • EIN 23-7647762

Dec 01, 2021 to Nov 30, 2022 • Filed on Mar 17, 2023

Organization Profile
CO Cozen 1650 Market St 2800Philadelphia, PA 19103

(215) 665-4180

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

29th percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

53rd percentile

7.9%

Higher net margin than 53% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

54th percentile

1.1%

Faster asset growth than 54% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

40th percentile

-3.3%

Faster revenue growth than 40% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$4,864,698

Up $51,018 (+1.1%) from 2021

Net Assets

Up

$4,864,698

Up $51,018 (+1.1%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin53rd percentile

Revenue

Down

$649,025

Down $22,044 (-3.3%) from 2021

Expenses

Up

$598,007

Up $174,327 (+41%) from 2021

Net Income

Down

$51,018

Down $196,371 (-79%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

$6.0M$4.0M$2.0M$0Assets 2020: $4,566,291Liabilities 2020: $0Net Assets 2020: $4,566,2912020Assets 2021: $4,813,680Liabilities 2021: $0Net Assets 2021: $4,813,6802021Assets 2022: $4,864,698Liabilities 2022: $0Net Assets 2022: $4,864,6982022Assets 2023: $4,829,945Liabilities 2023: $99,632Net Assets 2023: $4,730,3132023Assets 2024: $4,921,882Liabilities 2024: $0Net Assets 2024: $4,921,8822024Assets 2025: $4,731,761Liabilities 2025: $118,053Net Assets 2025: $4,613,7082025

Highlighted filing

2022

Assets$4,864,698
Liabilities$0
Net Assets$4,864,698
Open 2022 Filing

Operations Trend

Revenue Growth40th percentile

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

$1.0M$500K$0-$500KRevenue 2020: $410,646Expenses 2020: $508,805Net Income 2020: -$98,1592020Revenue 2021: $671,069Expenses 2021: $423,680Net Income 2021: $247,3892021Revenue 2022: $649,025Expenses 2022: $598,007Net Income 2022: $51,0182022Revenue 2023: $395,309Expenses 2023: $529,694Net Income 2023: -$134,3852023Revenue 2024: $698,084Expenses 2024: $516,515Net Income 2024: $181,5692024Revenue 2025: $286,769Expenses 2025: $594,943Net Income 2025: -$308,1742025

Highlighted filing

2022

Revenue$649,025
Expenses$598,007
Net Income$51,018
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2021 to Nov 30, 2022
Signed
Mar 17, 2023
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANDREW R NEHRBASTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Joseph G Bradley Charitable Foundation
EIN
23-7647762
Phone
2156654180
Address
CO COZEN 1650 MARKET ST 2800, PHILADELPHIA, PA 19103

Signing Officer

Name
Andrew R Nehbras
Title
Trustee
Phone
2156654180
Signed
2023-03-17
Discuss with paid preparer
Yes

Preparer

Firm
Isdaner & Company LLC
Address
THREE BALA PLAZA SUITE 501 WEST, BALA CYNWYD, PA 19004-3484
Preparer
Jonathan Hoffman CPA
Phone
6106684200
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0463453
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0463453
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0145468
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0145468
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt051018
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0937907
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt0922
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0285
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0285
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt0922
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt01683
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt01682
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt03365
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0503272
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0529550
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0107
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0107
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0214
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0111099
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0111099
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt07624
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0470908
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0119475
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0598007
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0649025
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0649025
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt07455
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0119475
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0134554
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0394443
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt140192
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0191970
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt115473
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2295829
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0191970
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt115473
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2295829
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0586413
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt155665
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2295829
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0503272
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt051018
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt04864698
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt04813680
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt04864698
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0426243
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0426243
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0426243
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0433604
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt07361
IRS990PF/DistributableAmountGrp/TotalTaxAmt07361
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0279
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt07640
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt07361
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0279
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt07361
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt07361
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt07640
IRS990PF/FMVAssetsEOYAmt07945116
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt04813680
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt04864698
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt07819
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt049977
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt049977
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt03001306
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt02386623
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt04910180
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt04096
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt07640
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt07640
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt01800459
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt02420458
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt02977319
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt04813680
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt04864698
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt07945116
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt04813680
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt04864698
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt04813680
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt04864698
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt08804137
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt021315
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt08782822
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0132062
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0433604
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt08672075
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt08804137
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0JANNEY MONTGOMERY SCOTT LLC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0111099
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0INVESTMENT FEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt040 MORRIS AVE SUITE 200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0BRYN MAWR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd019010
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ANDREW R NEHRBAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt040 MORRIS AVENUE STE 200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0BRYN MAWR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd019010
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0470908
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0470908
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,864,698
Liabilities
$0
Net assets
$4,864,698
Revenue
$649,025
Expenses
$598,007
Net income
$51,018
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.73$0.12$4.61$0.29$0.59$0.31
2024Detailed filing. Detailed filing data is available for this year.$4.92$0.00$4.92$0.70$0.52$0.18
2023Detailed filing. Detailed filing data is available for this year.$4.83$0.10$4.73$0.40$0.53$0.13
2022Detailed filing. Detailed filing data is available for this year.$4.86$0.00$4.86$0.65$0.60$0.05
2021Detailed filing. Detailed filing data is available for this year.$4.81$0.00$4.81$0.67$0.42$0.25
2020Detailed filing. Detailed filing data is available for this year.$4.57$0.00$4.57$0.41$0.51$0.10