Civic Intelligence

The Eppes - Jefferson Foundation Inc

990PF • Fiscal year 2017 • EIN 26-2751096

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 04, 2018

Organization Profile
Foundation Source 501 Silverside RdWilmington, DE 19809-1377

(800) 839-1754

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2017 filings • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

17th percentile

0.00x

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

2017 filings • $5M-$10M nonprofits • Source year 2017

Net Margin

3rd percentile

-173%

Higher net margin than 3% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

28th percentile

$0

Higher top officer pay than 28% of similar nonprofits.

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

2017 filings • $5M-$10M nonprofits • Source year 2017

Asset Growth

19th percentile

-3.5%

Faster asset growth than 19% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

9th percentile

-31%

Faster revenue growth than 9% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets17th percentile

Assets

Down

$8,052,314

Down $289,395 (-3.5%) from 2016

Net Assets

Down

$8,052,314

Down $289,395 (-3.5%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin3rd percentile

Revenue

Down

$167,691

Down $76,170 (-31%) from 2016

Expenses

Down

$457,086

Down $22,058 (-4.6%) from 2016

Net Income

Down

-$289,395

Down $54,112 (-23%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

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

$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

2017

Assets$8,052,314
Liabilities$0
Net Assets$8,052,314
Open 2017 Filing

Operations Trend

Revenue Growth9th percentile

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$167,691
Expenses$457,086
Net Income-$289,395
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 4, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay28th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
David A WardPres, Dir, Sec, Treas-$0--
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 a Ward
Title
president
Phone
8008391754
Signed
2018-04-04
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
One Hollow Ln Ste 212, Lake Success, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
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CompensationExplanation/CompensationExplanationGrp/PersonNm0David A Ward
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0*david ward is a partner at ward legal group pc, a disqualified person which provides legal services to the foundation. during the taxable year ending december 31, 2017, the foundation paid $15,747 for legal services rendered by such disqualified person as reported in part I, line 16a. such firm billed the foundation at the same rate or below the rate at which it charges its other clients.
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0AFLAC INC - 3.625% - 11/15/202
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1AIR PRODS & CHEMS - 2.750% - 0
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2AIRGAS INC - 2.375% - 02/15/20
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3BANK OF NOVA SCOTIA - 3.250% -
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4BANK OF NY MELLON - 3.000% - 0
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm5BOEING CO - 2.350% - 10/30/202
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm6BURLINGTON NORTH SF - 3.750% -
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm7CHURCH & DWIGHT - 2.875% - 10/
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm8CISCO SYS INC - 2.900% - 03/04
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm9CLOROX CO - 3.800% - 11/15/202
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm22NUCOR CORP - 4.000% - 08/01/20
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm24ORACLE CORP - 2.375% - 01/15/2
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm25PEPSICO INC - 3.600% - 03/01/2
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm26RIO TINTO FIN USA PLC - 2.875%
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm30WELLS FARGO - 3.000% - 02/19/2
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50KIMBERLY CLARK CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51LINCOLN NATIONAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52MATERIALS SELECT SECTOR SPDR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53MCKESSON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54MEDTRONIC PLC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59PROCTER GAMBLE CO
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81WALT DISNEY HOLDINGS CO
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IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt02770
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt011079
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt0200
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt031092
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0457086
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0239154
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00

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Filings

Displayed year

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

Open filing
Assets
$8,052,314
Liabilities
$0
Net assets
$8,052,314
Revenue
$167,691
Expenses
$457,086
Net income
-$289,395
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