Civic Intelligence

Jake Foundation 05031999

990PF • Fiscal year 2021 • EIN 25-6638422

Jan 01, 2021 to Dec 31, 2021 • Filed on May 11, 2022

251 Montgomery Ave 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

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

58th percentile

14%

Higher net margin than 58% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

53rd percentile

5.1%

Faster asset growth than 53% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

41st percentile

-5.3%

Faster revenue growth than 41% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Up

$207,939

Up $10,164 (+5.1%) from 2020

Net Assets

Up

$207,939

Up $10,164 (+5.1%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Down

$70,109

Down $3,891 (-5.3%) from 2020

Expenses

Up

$59,945

Up $572 (+1.0%) from 2020

Net Income

Down

$10,164

Down $4,463 (-31%) from 2020

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

2021

Assets$207,939
Liabilities$0
Net Assets$207,939

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

2021

Revenue$70,109
Expenses$59,945
Net Income$10,164
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 11, 2022
Return Version
2021v4.2
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
Phone
2155614200
Address
251 MONTGOMERY AVE UNIT 16, HAVERFORD, PA 19041

Signing Officer

Name
Leo W Pierce Jr
Title
Managing Trustee
Phone
2155614200
Signed
2022-05-11
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 Appendix370 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/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0184 PENNSYLVANIA AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 7646
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt23400 WEST GIRARD AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31515 FAIRMOUNT AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt43890 N 10TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt520 NORTH WACKER SUITE 3118
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0PHILADELPHIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1PHILADELPHIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2PHILADELPHIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3PHILADELPHIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4PHILADELPHIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5CHICAGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd019355
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd119101
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd219104
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd319130
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd419140
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd560606
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt057000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt022998
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt022998
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt035326
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0221935
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0950
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt05195
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0297408
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt034002
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt035326
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0221935
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0950
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt05195
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt057000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt034002
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0297408
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0263406
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0LEO W PIERCE JR
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0251 MONTGOMERY AVE UNIT 16
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0HAVERFORD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0PA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd019140
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt040000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MERRILL LYNCH - ANNUAL FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MERRILL LYNCH INV. MGMT. FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0155
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt11717
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0155
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11717
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt02062
OtherIncomeSchedule2/OtherIncomeDetail/Desc02019 FEDERAL REFUND
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt02062
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt10
TaxesSchedule/TaxesDetail/Amt097
TaxesSchedule/TaxesDetail/Amt1976
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1US TREASURY TAX PAYMENT
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt097
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LEO W PIERCE JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0MANAGING TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02155614200
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE JAKE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JAKE
ReturnHeader/Filer/EIN0256638422
ReturnHeader/Filer/PhoneNum02155614200
ReturnHeader/Filer/USAddress/AddressLine1Txt0251 MONTGOMERY AVE UNIT 16
ReturnHeader/Filer/USAddress/CityNm0HAVERFORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019041
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0366055558
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/ReturnTs02022-05-11T10:24:09-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LEO
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PIERCE JR
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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