Civic Intelligence

Joseph G Bradley Charitable Foundation

990PF • Fiscal year 2024 • EIN 23-7647762

Dec 01, 2023 to Nov 30, 2024 • Filed on Feb 20, 2025

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

(215) 665-6930

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Net Margin

75th percentile

26%

Higher net margin than 75% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Source year 2024

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.

2024 filings • $1M-$5M nonprofits • Source year 2024

Asset Growth

45th percentile

1.9%

Faster asset growth than 45% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

84th percentile

77%

Faster revenue growth than 84% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$4,921,882

Up $91,937 (+1.9%) from 2023

Net Assets

Up

$4,921,882

Up $191,569 (+4.0%) from 2023

Liabilities

Down

$0

Down $99,632 (-100%) from 2023

Revenue And Expenses
Liabilities / Revenue33rd percentileNet Margin75th percentile

Revenue

Up

$698,084

Up $302,775 (+77%) from 2023

Expenses

Down

$516,515

Down $13,179 (-2.5%) from 2023

Net Income

Up

$181,569

Up $315,954 (+235%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth45th 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

2024

Assets$4,921,882
Liabilities$0
Net Assets$4,921,882
Open 2024 Filing

Operations Trend

Revenue Growth84th 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

2024

Revenue$698,084
Expenses$516,515
Net Income$181,569
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2023 to Nov 30, 2024
Signed
Feb 20, 2025
Return Version
2023v6.0
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
2156656930
Address
CO COZEN 1650 MARKET ST 2800, PHILADELPHIA, PA 19103

Signing Officer

Name
Andrew R Nehbras
Title
Trustee
Phone
2156656930
Signed
2025-02-20
Discuss with paid preparer
Yes

Preparer

Firm
Isdaner & Company LLC
Address
ONE BALA PLAZA SUITE 502, BALA CYNWYD, PA 19004
Preparer
Jonathan Hoffman CPA
Phone
6106684200
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt04200
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0577641
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0386468
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0386468
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0116770
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0116770
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0181569
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01123798
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt0904
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt03673
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt03673
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt0904
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt0515
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt0515
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt01030
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0577641
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0577645
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt02910
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt02910
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0116920
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0116920
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt04083
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0391993
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0120439
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0516515
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0698084
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0698084
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt05525
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0120439
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0130047
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0522038
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt122544
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt21575
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0414604
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt110446
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt28927
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3143664
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0414604
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt110446
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt28927
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3143664
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0936642
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt132990
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt210502
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3143664
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 SETTLEMENT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0577641
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0181569
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt010000
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt04921882
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt04730313
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt04921882
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0456795
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0446795
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0456795
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0454824
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt010000
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt08029
IRS990PF/DistributableAmountGrp/TotalTaxAmt08029
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt04100
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt08029
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt08029
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt08029
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt03929
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt04100
IRS990PF/FMVAssetsEOYAmt09872941
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt099632
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt04730313
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt04921882
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt02594
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0225464
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0225464
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt02340790
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt02280762
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt06471225
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt07380
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt04100
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt04100
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt02479181
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt02411556
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt03172152
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt04829945
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt04921882
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt09872941
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt099632
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt04829945
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt04921882
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt04730313
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt04921882
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt09235008
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0160999
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt09074009
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0138525
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0454824
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt09096483
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt09235008
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0JANNEY MONTGOMERY SCOTT LLC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0116920
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

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Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,921,882
Liabilities
$0
Net assets
$4,921,882
Revenue
$698,084
Expenses
$516,515
Net income
$181,569
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