Civic Intelligence

Jake Foundation 05031999

990PF • Fiscal year 2017 • EIN 25-6638422

Jan 01, 2017 to Dec 31, 2017 • Filed on May 14, 2018

Organization Profile
251 Montgomery Avenue Unit 16Havereford, PA 19041

(215) 561-4200

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

4th percentile

-169%

Higher net margin than 4% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

34th percentile

-5.2%

Faster asset growth than 34% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

16th percentile

-30%

Faster revenue growth than 16% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$310,199

Down $17,065 (-5.2%) from 2016

Net Assets

Down

$310,199

Down $17,065 (-5.2%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin4th percentile

Revenue

Down

$10,068

Down $4,284 (-30%) from 2016

Expenses

Up

$27,035

Up $6,416 (+31%) from 2016

Net Income

Down

-$16,967

Down $10,700 (-171%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

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

$400K$300K$200K$100K$0Assets 2011: $359,391Liabilities 2011: $0Net Assets 2011: $359,3912011Assets 2012: $356,566Liabilities 2012: $0Net Assets 2012: $356,5662012Assets 2013: $341,910Liabilities 2013: $0Net Assets 2013: $341,9102013Assets 2014: $362,966Liabilities 2014: $0Net Assets 2014: $362,9662014Assets 2015: $332,566Liabilities 2015: $0Net Assets 2015: $332,5662015Assets 2016: $327,264Liabilities 2016: $0Net Assets 2016: $327,2642016Assets 2017: $310,199Liabilities 2017: $0Net Assets 2017: $310,1992017Assets 2018: $357,498Liabilities 2018: $0Net Assets 2018: $357,4982018Assets 2019: $183,148Liabilities 2019: $0Net Assets 2019: $183,1482019Assets 2020: $197,775Liabilities 2020: $0Net Assets 2020: $197,7752020Assets 2021: $207,939Liabilities 2021: $0Net Assets 2021: $207,9392021Assets 2022: $192,665Liabilities 2022: $0Net Assets 2022: $192,6652022Assets 2023: $176,549Liabilities 2023: $0Net Assets 2023: $176,5492023Assets 2024: $163,163Liabilities 2024: $0Net Assets 2024: $163,1632024

Highlighted filing

2017

Assets$310,199
Liabilities$0
Net Assets$310,199
Open 2017 Filing

Operations Trend

Revenue Growth16th percentile

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

$400K$200K$0-$200KExpenses 2011: $46,6642011Expenses 2012: $28,2502012Revenue 2013: $40,125Expenses 2013: $54,781Net Income 2013: -$14,6562013Revenue 2014: $70,748Expenses 2014: $49,692Net Income 2014: $21,0562014Revenue 2015: $19,809Expenses 2015: $47,318Net Income 2015: -$27,5092015Revenue 2016: $14,352Expenses 2016: $20,619Net Income 2016: -$6,2672016Revenue 2017: $10,068Expenses 2017: $27,035Net Income 2017: -$16,9672017Revenue 2018: $179,210Expenses 2018: $24,474Net Income 2018: $154,7362018Revenue 2019: $78,996Expenses 2019: $252,936Net Income 2019: -$173,9402019Revenue 2020: $74,000Expenses 2020: $59,373Net Income 2020: $14,6272020Revenue 2021: $70,109Expenses 2021: $59,945Net Income 2021: $10,1642021Revenue 2022: $15,480Expenses 2022: $30,721Net Income 2022: -$15,2412022Revenue 2023: $14,603Expenses 2023: $30,731Net Income 2023: -$16,1282023Revenue 2024: $33,845Expenses 2024: $47,231Net Income 2024: -$13,3862024

Highlighted filing

2017

Revenue$10,068
Expenses$27,035
Net Income-$16,967
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 14, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LEO W PIERCE JRManaging TrusteePT$0--
BRUCE BUCKLEYManaging TrusteePT$0--
Filing and Contact Details

Filer

Filer Name
The Jake Foundation
EIN
25-6638422
In Care Of
% GRANT THORNTON LLP
Address
251 Montgomery Avenue Unit 16, Havereford, PA 19041

Signing Officer

Name
Leo W Pierce Jr
Title
Managing Trustee
Phone
2155614200
Signed
2018-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Grant Thornton Llp
Address
2001 MARKET STREET SUITE 700, PHILADELPHIA, PA 19103
Preparer
Michael S Jackson
Phone
2155614200
Raw XML Appendix349 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0MERRILL LYNCH INVESTMENTS
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-140
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3157
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IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0384682
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IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
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IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0LEO W PIERCE JR
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1BRUCE BUCKLEY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt14000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt24000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt34000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt48000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Project Home
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3Philadelphia Zoo
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4Squash Smarts
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt020 North Wacker Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11515 Fairmount Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2184 Pennsylvania Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt33400 West Girard Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt43890 N 10th Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0Suite 3118
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Chicago
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Philadelphia
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Philadelphia
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Philadelphia
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Philadelphia
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd060606
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd119130
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd219355
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd319104
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd419140
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt024000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt018805
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt018805
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt021989
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt026490
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt030467
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt05191
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt05191
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt084141
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt05195
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt021989
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt026490
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt030467
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt024000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt05195
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt089332
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt084137
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt098
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0UNREALIZED GAIN(LOSS)
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MERRILL LYNCH - ANNUAL FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MERRILL LYNCH INV. MGMT. FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0158
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt12806
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0158
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt12806
OtherIncomeSchedule2/OtherIncomeDetail/Desc0SEC FAIR SETTLEMENT INCOME
TaxesSchedule/TaxesDetail/Amt071
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX (MERRILL LYNCH)
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt071
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LEO W PIERCE JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Managing Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum02155614200
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Jake Foundation
ReturnHeader/Filer/BusinessNameControlTxt0JAKE
ReturnHeader/Filer/EIN0256638422
ReturnHeader/Filer/InCareOfNm0% GRANT THORNTON LLP
ReturnHeader/Filer/USAddress/AddressLine1Txt0251 Montgomery Avenue Unit 16
ReturnHeader/Filer/USAddress/CityNm0Havereford
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019041
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId068E0F40EC69238F3AAD39D3B10993682B7EAC048
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0EE63F892A5B41BEA1182354C595B23D88AE5E999
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId023695320183175000054
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-11-13
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0209.220.136.124
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GRANT THORNTON LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02001 MARKET STREET SUITE 700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PHILADELPHIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019103
ReturnHeader/PreparerPersonGrp/PhoneNum02155614200
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michael S Jackson
ReturnHeader/ReturnTs02018-11-13T14:51:54-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$310,199
Liabilities
$0
Net assets
$310,199
Revenue
$10,068
Expenses
$27,035
Net income
-$16,967
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.34$0.47$0.13
2023Detailed filing. Detailed filing data is available for this year.$1.77$0.00$1.77$0.15$0.31$0.16
2022Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.93$0.15$0.31$0.15
2021Detailed filing. Detailed filing data is available for this year.$2.08$0.00$2.08$0.70$0.60$0.10
2020Detailed filing. Detailed filing data is available for this year.$1.98$0.00$1.98$0.74$0.59$0.15
2019Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.79$2.53$1.74
2018Detailed filing. Detailed filing data is available for this year.$3.57$0.00$3.57$1.79$0.24$1.55
2017Detailed filing. Detailed filing data is available for this year.$3.10$0.00$3.10$0.10$0.27$0.17
2016Detailed filing. Detailed filing data is available for this year.$3.27$0.00$3.27$0.14$0.21$0.06
2015Detailed filing. Detailed filing data is available for this year.$3.33$0.00$3.33$0.20$0.47$0.28
2014Detailed filing. Detailed filing data is available for this year.$3.63$0.00$3.63$0.71$0.50$0.21
2013Detailed filing. Detailed filing data is available for this year.$3.42$0.00$3.42$0.40$0.55$0.15
2012Detailed filing. Detailed filing data is available for this year.$3.57$0.00$3.57$0.28
2011Detailed filing. Detailed filing data is available for this year.$3.59$0.00$3.59$0.47