Civic Intelligence

The Eppes - Jefferson Foundation Inc

EIN 26-2751096 • Wilmington, DE

Foundation Source 501 Silverside RdWilmington, DE 19809-1377
Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

Higher debt load relative to assets than 26% of similar nonprofits.

$5M-$10M nonprofits • Source year 2022

Liabilities / Revenue

28th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2022

Net Margin

78th percentile

31%

Higher net margin than 78% of similar nonprofits.

$5M-$10M nonprofits • Source year 2022

Top Officer Pay

83rd percentile

$58,732

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 7.3% of source-year revenue.

$5M-$10M nonprofits • Source year 2022

Asset Growth

48th percentile

3.1%

Faster asset growth than 48% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2021 to 2022

Revenue Growth

72nd percentile

26%

Faster revenue growth than 72% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets26th percentile

Assets

Down

$7,916,317

Down $174,294 (-2.2%) from 2023

Liabilities

Up

$3,819

Up $357 (+10%) from 2023

Net Assets

Down

$7,912,498

Down $174,651 (-2.2%) from 2023

Operations
Liabilities / Revenue28th percentileNet Margin78th percentile

Revenue

Up

$300,580

Up $23,074 (+8.3%) from 2023

Expenses

Up

$475,231

Up $12,807 (+2.8%) from 2023

Net Income

Up

-$174,651

Up $10,267 (+5.6%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth48th percentile

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

$10M$5.0M$0Assets 2010: $138,583Liabilities 2010: $0Net Assets 2010: $138,5832010Assets 2012: $904,604Liabilities 2012: $0Net Assets 2012: $904,6042012Assets 2013: $9,907,647Liabilities 2013: $0Net Assets 2013: $9,907,6472013Assets 2014: $9,227,048Liabilities 2014: $0Net Assets 2014: $9,227,0482014Assets 2016: $8,341,709Liabilities 2016: $0Net Assets 2016: $8,341,7092016Assets 2017: $8,052,314Liabilities 2017: $0Net Assets 2017: $8,052,3142017Assets 2018: $7,886,008Liabilities 2018: $0Net Assets 2018: $7,886,0082018Assets 2019: $8,111,556Liabilities 2019: $0Net Assets 2019: $8,111,5562019Assets 2020: $7,837,551Liabilities 2020: $0Net Assets 2020: $7,837,5512020Assets 2021: $8,026,606Liabilities 2021: $0Net Assets 2021: $8,026,6062021Assets 2022: $8,274,411Liabilities 2022: $2,344Net Assets 2022: $8,272,0672022Assets 2023: $8,090,611Liabilities 2023: $3,462Net Assets 2023: $8,087,1492023Assets 2024: $7,916,317Liabilities 2024: $3,819Net Assets 2024: $7,912,4982024

Highlighted filing

2024

Assets$7,916,317
Liabilities$3,819
Net Assets$7,912,498
Open 2024 Filing

Operations Trend

Revenue Growth72nd percentile

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

$10M$5.0M$0-$5.0MExpenses 2010: $6,4682010Expenses 2012: $18,7902012Revenue 2013: $9,158,975Expenses 2013: $155,932Net Income 2013: $9,003,0432013Revenue 2014: $2,519Expenses 2014: $683,118Net Income 2014: -$680,5992014Revenue 2016: $243,861Expenses 2016: $479,144Net Income 2016: -$235,2832016Revenue 2017: $167,691Expenses 2017: $457,086Net Income 2017: -$289,3952017Revenue 2018: $307,240Expenses 2018: $473,546Net Income 2018: -$166,3062018Revenue 2019: $732,151Expenses 2019: $506,603Net Income 2019: $225,5482019Revenue 2020: $241,540Expenses 2020: $515,545Net Income 2020: -$274,0052020Revenue 2021: $638,349Expenses 2021: $449,294Net Income 2021: $189,0552021Revenue 2022: $803,350Expenses 2022: $557,889Net Income 2022: $245,4612022Revenue 2023: $277,506Expenses 2023: $462,424Net Income 2023: -$184,9182023Revenue 2024: $300,580Expenses 2024: $475,231Net Income 2024: -$174,6512024

Highlighted filing

2024

Revenue$300,580
Expenses$475,231
Net Income-$174,651
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,916,317
Liabilities
$3,819
Net assets
$7,912,498
Revenue
$300,580
Expenses
$475,231
Net income
-$174,651
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.92$0.00$7.91$0.30$0.48$0.17
2023Detailed filing. Detailed filing data is available for this year.$8.09$0.00$8.09$0.28$0.46$0.18
2022Detailed filing. Detailed filing data is available for this year.$8.27$0.00$8.27$0.80$0.56$0.25
2021Detailed filing. Detailed filing data is available for this year.$8.03$0.00$8.03$0.64$0.45$0.19
2020Detailed filing. Detailed filing data is available for this year.$7.84$0.00$7.84$0.24$0.52$0.27
2019Detailed filing. Detailed filing data is available for this year.$8.11$0.00$8.11$0.73$0.51$0.23
2018Detailed filing. Detailed filing data is available for this year.$7.89$0.00$7.89$0.31$0.47$0.17
2017Detailed filing. Detailed filing data is available for this year.$8.05$0.00$8.05$0.17$0.46$0.29
2016Detailed filing. Detailed filing data is available for this year.$8.34$0.00$8.34$0.24$0.48$0.24
2014Detailed filing. Detailed filing data is available for this year.$9.23$0.00$9.23$0.00$0.68$0.68
2013Detailed filing. Detailed filing data is available for this year.$9.91$0.00$9.91$9.16$0.16$9.00
2012Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.02
2010Detailed filing. Detailed filing data is available for this year.$0.14$0.00$0.14$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 28, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sharon A WardDirectorPT$57,751$8,110$65,861
David A WardPres, Dir, Sec, TreasPT$57,751$4,132$61,883
Filing and Contact Details

Filer

Filer Name
The Eppes - Jefferson Foundation Inc
EIN
26-2751096
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
david ward
Title
president
Phone
8008391754
Signed
2025-04-28
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
3333 New Hyde Park Rd Ste 406, New Hyde Park, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
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