Civic Intelligence

J & S Charitable Foundation

EIN 26-1582538 • Naples, FL

2102 Imperial Circle Dr No 500Naples, FL 34110
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2016

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2016

Net Margin

2nd percentile

-8758%

Higher net margin than 2% of similar nonprofits.

<$500k nonprofits • Source year 2016

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2016

Asset Growth

12th percentile

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

10th percentile

-82%

Faster revenue growth than 10% of similar nonprofits.

<$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $1,376,399 (-100%) from 2015

Liabilities

Flat

$0

Flat from 2015

Net Assets

Down

$0

Down $1,376,399 (-100%) from 2015

Operations
Liabilities / Revenue66th percentileNet Margin2nd percentile

Revenue

Down

$19,130

Down $87,015 (-82%) from 2015

Expenses

Up

$1,694,549

Up $1,596,312 (+1625%) from 2015

Net Income

Down

-$1,675,419

Down $1,683,327 (-21286%) from 2015

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2012: $1,336,318Liabilities 2012: $0Net Assets 2012: $1,336,3182012Assets 2013: $1,360,713Liabilities 2013: $0Net Assets 2013: $1,360,7132013Assets 2014: $1,366,856Liabilities 2014: $0Net Assets 2014: $1,366,8562014Assets 2015: $1,376,399Liabilities 2015: $0Net Assets 2015: $1,376,3992015Assets 2016: $0Liabilities 2016: $0Net Assets 2016: $02016

Highlighted filing

2016

Assets$0
Liabilities$0
Net Assets$0
Open 2016 Filing

Operations Trend

Revenue Growth10th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0M$1.0M$0-$1.0M-$2.0MExpenses 2012: $82,3532012Revenue 2013: $114,500Expenses 2013: $88,783Net Income 2013: $25,7172013Revenue 2014: $126,051Expenses 2014: $117,902Net Income 2014: $8,1492014Revenue 2015: $106,145Expenses 2015: $98,237Net Income 2015: $7,9082015Revenue 2016: $19,130Expenses 2016: $1,694,549Net Income 2016: -$1,675,4192016

Highlighted filing

2016

Revenue$19,130
Expenses$1,694,549
Net Income-$1,675,419
Open 2016 Filing

Filings

Most recent year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$19,130
Expenses
$1,694,549
Net income
-$1,675,419
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.02$1.69$1.68
2015Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.11$0.10$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.13$0.12$0.01
2013Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.11$0.09$0.03
2012Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.08
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Feb 21, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES A WILSON IIITrustee-$0--
Filing and Contact Details

Filer

Filer Name
J & S Charitable Foundation
EIN
26-1582538
Phone
3147259600
Address
2102 IMPERIAL CIRCLE DR NO 500, NAPLES, FL 34110

Signing Officer

Name
James a Wilson
Title
Trustee
Phone
3147259600
Signed
2017-02-21
Discuss with paid preparer
Yes

Preparer

Firm
Tax Strategies LLC
Address
100 S BRENTWOOD BLVD SUITE 500, CLAYTON, MO 63105
Preparer
Lawrence Staab CPA
Phone
3147259600
Raw XML Appendix329 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/BusinessNameLine1Txt0SCHWAB CHARITABLE FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1SCHWAB CHARITABLE FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0211 MAIN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1211 MAIN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd094105
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd194105
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01681028
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/AppliedToCurrentYearAmt049912
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt049912
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt03713
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0798
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01640366
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01635855
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt03713
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0798
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01685767
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01635855
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01640366
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt04511
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0839
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0839
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
LiquidationExplanationStmt/ExplanationTxt0IN ACCORDANCE WITH THE FOUNDATION BY-LAWS, THE TRUSTEE IS DISTRIBUTING ALL OF ITS ASSETS EXCLUSIVELY TO THE SCHWAB CHARITABLE FUND WHICH IS QUALIFIED UNDER PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. FURTHER, THIS ORGANIZATION IS A PUBLIC CHARITY THAT HAS BEEN IN EXISTENCE FOR GREATER THAN 60 MONTHS PRIOR TO THE CONTRIBUTION AND THE FOUNDATION IS TERMINATING ITS STATUS UNDER SECTION 507(B)(1)(A) AND IS THEREFORE NOT SUBJECT TO TERMINATION TAX.
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0299020
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ADJUSTMENT TO BOOK VALUE FOR CONTRIBUTIONS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt06120
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISOR FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt06120
TaxesSchedule/TaxesDetail/Amt02662
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES A WILSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03147259600
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-02-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0J & S CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0J&SC
ReturnHeader/Filer/EIN0261582538
ReturnHeader/Filer/PhoneNum03147259600
ReturnHeader/Filer/USAddress/AddressLine1Txt02102 IMPERIAL CIRCLE DR NO 500
ReturnHeader/Filer/USAddress/CityNm0NAPLES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034110
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId07A491D2CCE985B29F0D92179D711EE9733E55CFE
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C0B48B144078FB89770A35802F878C4003EC40A8
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt071.86.128.210
ReturnHeader/FilingSecurityInformation/IPDt02017-02-21
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm018:12:32
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0431931827
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TAX STRATEGIES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0100 S BRENTWOOD BLVD SUITE 500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CLAYTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd063105
ReturnHeader/PreparerPersonGrp/PhoneNum03147259600
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAWRENCE STAAB CPA
ReturnHeader/ReturnTs02017-03-01T13:16:00-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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