Civic Intelligence

Jake Foundation 05031999

990PF • Fiscal year 2018 • EIN 25-6638422

Jan 01, 2018 to Dec 31, 2018 • Filed on May 15, 2019

251 Montgomery Avenue Unit 16Haverford, 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.

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

97th percentile

86%

Higher net margin than 97% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

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.

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

72nd percentile

15%

Faster asset growth than 72% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

99th percentile

1680%

Faster revenue growth than 99% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$357,498

Up $47,299 (+15%) from 2017

Net Assets

Up

$357,498

Up $47,299 (+15%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$179,210

Up $169,142 (+1680%) from 2017

Expenses

Down

$24,474

Down $2,561 (-9.5%) from 2017

Net Income

Up

$154,736

Up $171,703 (+1012%) from 2017

Historical Trend

Balance Sheet Trend

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

2018

Assets$357,498
Liabilities$0
Net Assets$357,498

Operations Trend

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

2018

Revenue$179,210
Expenses$24,474
Net Income$154,736
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 15, 2019
Return Version
2018v3.1
Compensation and Service Providers

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, Haverford, PA 19041

Signing Officer

Name
Leo W Pierce Jr
Title
Managing Trustee
Phone
2155614200
Signed
2019-05-15
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 Appendix371 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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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/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
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Philadelphia
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Philadelphia
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Philadelphia
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt021989
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IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0950
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt05195
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt021989
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt026490
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IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt020625
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0950
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
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IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt084141
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
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IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0LEO EVE PIERCE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0311 EDGEHILL ROAD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0WAYNE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0PA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd019087
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0150605
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum11
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum21
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum31
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt027994
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt138549
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt247287
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt336775
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc026 Shs Alphabet Inc Cl A
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc1359 Shs Microsoft Corp
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc2261 Shs Nextera Energy Inc
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc3216 Shs Raytheon Co Delaware New
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02018-12-13
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12018-12-14
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt22018-12-14
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt32018-12-14
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0107437
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0UNREALIZED GAIN(LOSS)
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MERRILL LYNCH - ANNUAL FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MERRILL LYNCH INV. MGMT. FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0150
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt12995
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt12995
OtherIncomeSchedule2/OtherIncomeDetail/Desc0SEC FAIR SETTLEMENT INCOME
TaxesSchedule/TaxesDetail/Amt079
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX (MERRILL LYNCH)
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt079
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/SignatureDt02019-05-15
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/CityNm0Haverford
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019041
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0EE63F892A5B41BEA1182354C595B23D88AE5E999
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId02343C36C337AB5B5B49C2474E4527780CFB0B891
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId023695320191965000000
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-07-15
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/PreparerPersonNm0Michael S Jackson
ReturnHeader/ReturnTs02019-07-15T09:50:49-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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