Civic Intelligence

Jubilee Association Inc.

990 • Fiscal year 2017 • EIN 25-1394229

Jul 01, 2016 to Jun 30, 2017 • Filed on Feb 01, 2018

2005 Wyandotte StreetPittsburgh, PA 15219

(412) 261-5417

Siviq Scores

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

Liabilities / Assets

24th percentile

0.01x

Higher debt load relative to assets than 24% of similar nonprofits.

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

Liabilities / Revenue

28th percentile

0.02x

Higher debt load relative to revenue than 28% of similar nonprofits.

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

Net Margin

65th percentile

9.4%

Higher net margin than 65% 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

50th percentile

3.1%

Faster asset growth than 50% of similar nonprofits.

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

Revenue Growth

80th percentile

30%

Faster revenue growth than 80% of similar nonprofits.

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

Assets

Up

$2,580,079

Up $77,791 (+3.1%) from 2016

Net Assets

Up

$2,559,777

Up $78,705 (+3.2%) from 2016

Liabilities

Down

$20,302

Down $914 (-4.3%) from 2016

Revenue

Up

$835,979

Up $194,338 (+30%) from 2016

Expenses

Down

$757,274

Down $32,415 (-4.1%) from 2016

Net Income

Up

$78,705

Up $226,753 (+153%) from 2016

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2015: $2,644,963Liabilities 2015: $15,843Net Assets 2015: $2,629,1202015Assets 2016: $2,502,288Liabilities 2016: $21,216Net Assets 2016: $2,481,0722016Assets 2017: $2,580,079Liabilities 2017: $20,302Net Assets 2017: $2,559,7772017Assets 2018: $2,713,332Liabilities 2018: $23,030Net Assets 2018: $2,690,3022018Assets 2019: $2,643,586Liabilities 2019: $20,619Net Assets 2019: $2,622,9672019Assets 2020: $2,753,924Liabilities 2020: $150,940Net Assets 2020: $2,602,9842020Assets 2021: $3,293,896Liabilities 2021: $33,584Net Assets 2021: $3,260,3122021Assets 2022: $3,645,222Liabilities 2022: $33,413Net Assets 2022: $3,611,8092022Assets 2023: $4,617,600Liabilities 2023: $211,770Net Assets 2023: $4,405,8302023Assets 2024: $5,326,097Liabilities 2024: $200,298Net Assets 2024: $5,125,7992024Assets 2025: $7,862,096Liabilities 2025: $575,412Net Assets 2025: $7,286,6842025

Highlighted filing

2017

Assets$2,580,079
Liabilities$20,302
Net Assets$2,559,777

Operations Trend

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2015: $659,707Expenses 2015: $763,121Net Income 2015: -$103,4142015Revenue 2016: $641,641Expenses 2016: $789,689Net Income 2016: -$148,0482016Revenue 2017: $835,979Expenses 2017: $757,274Net Income 2017: $78,7052017Revenue 2018: $945,848Expenses 2018: $815,323Net Income 2018: $130,5252018Revenue 2019: $798,002Expenses 2019: $865,337Net Income 2019: -$67,3352019Revenue 2020: $967,467Expenses 2020: $965,749Net Income 2020: $1,7182020Revenue 2021: $1,324,910Expenses 2021: $1,057,150Net Income 2021: $267,7602021Revenue 2022: $1,746,915Expenses 2022: $1,040,722Net Income 2022: $706,1932022Revenue 2023: $1,875,522Expenses 2023: $1,204,451Net Income 2023: $671,0712023Revenue 2024: $1,941,705Expenses 2024: $1,355,548Net Income 2024: $586,1572024Revenue 2025: $3,483,783Expenses 2025: $1,454,506Net Income 2025: $2,029,2772025

Highlighted filing

2017

Revenue$835,979
Expenses$757,274
Net Income$78,705
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Feb 1, 2018
Return Version
2016v3.0
Gross Receipts
$835,979
Mission and Program Overview

Mission

Public assistance to under privilege individuals.

Public assistance to under privilege individuals

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,313,591$1,452,291▲ $138,700
Land, Buildings, and Equipment, Net$679,454$638,701▼ $40,753
Cash and Non-Interest-Bearing Accounts$321,442$300,222▼ $21,220
Savings and Temporary Cash Investments$181,299$181,717▲ $418
Prepaid Expenses and Deferred Charges$6,501$7,148▲ $647
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$2,502,288$2,580,079▲ $77,791
Other Assets Total$1$0▼ $1
Liabilities
Accounts Payable and Accrued Expenses$12,965$13,616▲ $651
Other Liabilities$8,251$6,686▼ $1,565
Total Liabilities$21,216$20,302▼ $914
Net Assets / Fund Balance
Unrestricted Net Assets$1,981,457$2,017,417▲ $35,960
Temporarily Rstr Net Assets$499,615$542,360▲ $42,745
Total Net Assets Fund Balance$2,481,072$2,559,777▲ $78,705
Total Liabilities and Net Assets / Fund Balance$2,502,288$2,580,079▲ $77,791

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$638,701$758,699$1,397,400
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$625,432
Program Service Revenue
$78,634
Investment Income
$40,780
Other Revenue
$91,133
All Other Contributions
$209,541
Change in Net Assets
$78,705
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$495,431
Other Expenses$237,108
Total Fundraising Expense$622
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$385,098--$385,098
Occupancy$69,603--$69,603
Depreciation Depletion$43,076--$43,076
Other Employee Benefits$42,791--$42,791
Payroll Taxes$42,265--$42,265
Fees for Services Other-$35,213-$35,213
Pension Plan Contributions$25,277--$25,277
Benefits to Members$24,735--$24,735
Insurance$21,742--$21,742
Office Expenses-$14,951-$14,951
Fees for Service Investment Mgmnt Fees-$11,547-$11,547
Other Expenses$5,670$7,371-$5,670
All Other Expenses$510$887$622$2,019
Total Functional Expenses$686,683$69,969$622$757,274
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-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Pauc Tax Liab$3,689
Pgh. Tax W/h$2,281
Pa Tax W/h$493
Occupation Tax$156
Pauc-employee$67
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
No
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

The 990 was reviewed by the assistant executive director with the accountant.

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

990 is available on the web (GuideStar). It is also available upon request.

Filing and Contact Details

Filer

Filer Name
Jubilee Association Inc
EIN
25-1394229
Phone
4122615417
Address
2005 WYANDOTTE STREET, PITTSBURGH, PA 15219

Signing Officer

Name
Paulette Blasko
Title
Assistant Exec Direc
Signed
2018-02-01
Discuss with paid preparer
Yes

Organization Details

Formed
1981
Legal Domicile
Pa
Voting Board Members
12
Independent Board Members
12
Employees
20

Preparer

Firm
Satira Associates PC
Address
801 Bingham Street Suite 300, Pittsburgh, PA 15203-1009
Preparer
Joseph V Satira CPA
Phone
4124882020
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