Civic Intelligence

The Eppes - Jefferson Foundation Inc

990PF • Fiscal year 2018 • EIN 26-2751096

Jan 01, 2018 to Dec 31, 2018 • Filed on Apr 26, 2019

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

18th percentile

0.00x

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

2018 filings • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

18th percentile

0.00x

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

2018 filings • $5M-$10M nonprofits • Source year 2018

Net Margin

8th percentile

-54%

Higher net margin than 8% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Source year 2018

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.

2018 filings • $5M-$10M nonprofits • Source year 2018

Asset Growth

33rd percentile

-2.1%

Faster asset growth than 33% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

91st percentile

83%

Faster revenue growth than 91% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets18th percentile

Assets

Down

$7,886,008

Down $166,306 (-2.1%) from 2017

Net Assets

Down

$7,886,008

Down $166,306 (-2.1%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin8th percentile

Revenue

Up

$307,240

Up $139,549 (+83%) from 2017

Expenses

Up

$473,546

Up $16,460 (+3.6%) from 2017

Net Income

Up

-$166,306

Up $123,089 (+43%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth33rd 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

2018

Assets$7,886,008
Liabilities$0
Net Assets$7,886,008
Open 2018 Filing

Operations Trend

Revenue Growth91st 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

2018

Revenue$307,240
Expenses$473,546
Net Income-$166,306
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Apr 26, 2019
Return Version
2018v3.1
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 Ward
Title
President
Phone
8008391754
Signed
2019-04-26
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, 2018, THE FOUNDATION PAID $19,220 FOR LEGAL SERVICES RENDERED BY SUCH DISQUALIFIED PERSON AS REPORTED IN PART I, LINE 16A and $1,274 FOR ADVISORY SERVICES REPORTED IN PART I, LINE 16C. SUCH FIRM BILLED THE FOUNDATION AT THE SAME RATE OR BELOW THE RATE AT WHICH IT CHARGES ITS OTHER CLIENTS.
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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% -
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm6BURLINGTON NORTH SF - 3.750% -
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm8CISCO SYS INC - 2.900% - 03/04
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7619674
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7736696
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ABBOTT LABS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2ABBVIE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3ADOBE SYSTEMS, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4AFLAC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5ALLSTATE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6ALPHABET INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7AMERICAN TOWER REIT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9APPLIED MATERIALS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10AQUA AMERICA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11BANK OF NY MELLON PFD SER C -
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12BAXTER INTERNATIONAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13BLACKROCK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14CATERPILLAR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17COMMUNICAT SVS SLCT SEC SPDR E
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18CONSTELLATION BRANDS INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20CONSUMER STAPLES SELECT SECTOR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21CORNING INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22COSTCO WHOLESALE CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23CVS CAREMARK CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24DOWDUPONT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25DREYFUS PREMIER LTD TERM HIGH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26EAST WEST BANCORP, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27ECOLAB INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28ENTERGY ARKANSAS INC PFD - 4.9
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30FACEBOOK INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32HARTFORD FINANCIALSERVICES GRO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34ILLINOIS TOOL WORKS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35ISHARE MSCI FRANCE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36ISHARE MSCI GERMANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37ISHARE SP SMALL CAP 600 INDEX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38ISHARES BARCLAYS US AGGREGATE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39ISHARES IBOXX $ HIGH YIELD COR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40ISHARES IBOXX $ INVESTMENT GRA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41ISHARES JP MORGAN USD EM MKTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42ISHARES MSCI BRAZIL FREE INDEX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43ISHARES MSCI PACIFIC EX-JAPAN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44ISHARES MSCI-JAPAN
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46ISHARES S&P LAT AM40
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49KIMBERLY CLARK CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51MCKESSON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52MERCK & CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53METLIFE INC FLOATING RATE NON-
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55PUBLIC STORAGE PFD SHS V - 5.3
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56ROCKWELL AUTOMATION INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57SEALED AIR CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58SELECT SECTOR SPDR UTILITIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59STATE STREET CORP PFD SER C -
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60STRK SPDR S&P CH ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61STRYKER CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62SYMANTEC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63TECHNOLOGY SPDR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64TENN VALLEY AUTHORITY PUT - 6.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65TENNESSEE VALLEY POWER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66UNITED PARCEL SERVICE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67VANGUARD FTSE DEVELOPED MARKET
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68VANGUARD FTSE EMERGING MARKETS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69VANGUARD GNMA FUND ADMIRAL SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70VANGUARD INTERMEDIATE TERM INV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71VANGUARD SF REIT ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72VANGUARD SHORT-TERM CORPORATE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74WALT DISNEY HOLDINGS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75WELLS FARGO PFD 5.25%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76WEYERHAEUSER CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77XYLEM INC
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InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt0207791
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InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0393334
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0400000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0400000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0225253
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0225253
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-166306
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0515294
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt04845
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt04845
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt018636
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt0584
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt019220
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt077142
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0276704
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt011001
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt050
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt011051
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt029902
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt029902
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubDsbrsChrtblAmt065
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubRevAndExpnssAmt065
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt03400
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0473546
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0307240
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt073546
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IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt09908
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IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt07886008
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0447956
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0447956
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0447956
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0450723
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02767
IRS990PF/DistributableAmountGrp/TotalTaxAmt02767
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt02352
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt05119
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02767
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt02352
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02767
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02767
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt05119
IRS990PF/FMVAssetsEOYAmt08362231
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt02516597

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,886,008
Liabilities
$0
Net assets
$7,886,008
Revenue
$307,240
Expenses
$473,546
Net income
-$166,306
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