Civic Intelligence

Joseph G Bradley Charitable Foundation

990PF • Fiscal year 2023 • EIN 23-7647762

Dec 01, 2022 to Nov 30, 2023 • Filed on Jan 15, 2024

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

50th percentile

0.02x

Higher debt load relative to assets than 50% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

74th percentile

0.25x

Higher debt load relative to revenue than 74% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

17th percentile

-34%

Higher net margin than 17% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

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.

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

38th percentile

-0.7%

Faster asset growth than 38% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

12th percentile

-39%

Faster revenue growth than 12% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets50th percentile

Assets

Down

$4,829,945

Down $34,753 (-0.7%) from 2022

Net Assets

Down

$4,730,313

Down $134,385 (-2.8%) from 2022

Liabilities

Up

$99,632

Up $99,632 from 2022

Revenue And Expenses
Liabilities / Revenue74th percentileNet Margin17th percentile

Revenue

Down

$395,309

Down $253,716 (-39%) from 2022

Expenses

Down

$529,694

Down $68,313 (-11%) from 2022

Net Income

Down

-$134,385

Down $185,403 (-363%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth38th 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

2023

Assets$4,829,945
Liabilities$99,632
Net Assets$4,730,313
Open 2023 Filing

Operations Trend

Revenue Growth12th 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

2023

Revenue$395,309
Expenses$529,694
Net Income-$134,385
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2022 to Nov 30, 2023
Signed
Jan 15, 2024
Return Version
2022v5.0
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
2024-01-15
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/ContriPaidDsbrsChrtblAmt0418788
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0418788
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt095942
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt095942
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-134385
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0465309
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt0501
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0893
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0893
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt0501
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0298474
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0293764
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt099044
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt099044
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt07361
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0420788
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0101545
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0529694
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0395309
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0395309
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt02000
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0101545
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0110906
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt023492
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1143343
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt012753
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1183982
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2383
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3101356
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt012753
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1183982
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2383
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3101356
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt036245
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1327325
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2383
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3101356
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CLASS ACTION PROCEEDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0298474
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-134385
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt04730313
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt04864698
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt04730313
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0388478
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0388478
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0388478
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0392561
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt04083
IRS990PF/DistributableAmountGrp/TotalTaxAmt04083
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt03297
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt07380
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt04083
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt03297
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt04083
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt04083
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt07380
IRS990PF/FMVAssetsEOYAmt08139562
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt099632
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt04864698
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt04730313
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt049977
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt02594
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt02594
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt02386623
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt02340790
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt05141027
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt07640
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt07380
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt07380
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt02420458
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt02479181
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt02988561
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt04864698
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt04829945
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt08139562
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt099632
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt04864698
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt04829945
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt04864698
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt04730313
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt07970777
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt050927
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt07919850
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0119562
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0392561
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt07851215
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt07970777
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0JANNEY MONTGOMERY SCOTT LLC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt099044
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/ExpensesAndContributionsAmt0420788
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0420788
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,829,945
Liabilities
$99,632
Net assets
$4,730,313
Revenue
$395,309
Expenses
$529,694
Net income
-$134,385
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