Civic Intelligence

Jae S LIM Foundation

990PF • Fiscal year 2013 • EIN 27-2910858

Jan 01, 2013 to Dec 31, 2013 • Filed on Jul 15, 2014

Organization Profile
Foundation Source 501 Silverside RdSuite 12319809-1377

(800) 839-1754

Siviq Scores

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

Liabilities / Assets

20th percentile

0.00x

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

2013 filings • $5M-$10M nonprofits • Source year 2013

Liabilities / Revenue

23rd percentile

0.00x

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

2013 filings • $5M-$10M nonprofits • Source year 2013

Net Margin

98th percentile

97%

Higher net margin than 98% of similar nonprofits.

2013 filings • $5M-$10M nonprofits • Source year 2013

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

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

2013 filings • $5M-$10M nonprofits • Source year 2013

Asset Growth

97th percentile

90%

Faster asset growth than 97% of similar nonprofits.

2013 filings • $5M-$10M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets20th percentile

Assets

Up

$5,243,067

Up $2,480,214 (+90%) from 2012

Net Assets

Up

$5,243,067

Up $2,480,214 (+90%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue23rd percentileNet Margin98th percentile

Revenue

$2,552,695

No earlier filing loaded for comparison.

Expenses

Up

$72,481

Up $6,993 (+11%) from 2012

Net Income

$2,480,214

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth97th percentile

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

$30M$20M$10M$0Assets 2011: $1,461,334Liabilities 2011: $0Net Assets 2011: $1,461,3342011Assets 2012: $2,762,853Liabilities 2012: $0Net Assets 2012: $2,762,8532012Assets 2013: $5,243,067Liabilities 2013: $0Net Assets 2013: $5,243,0672013Assets 2014: $7,531,018Liabilities 2014: $0Net Assets 2014: $7,531,0182014Assets 2015: $8,919,367Liabilities 2015: $0Net Assets 2015: $8,919,3672015Assets 2016: $11,796,035Liabilities 2016: $0Net Assets 2016: $11,796,0352016Assets 2017: $13,644,540Liabilities 2017: $0Net Assets 2017: $13,644,5402017Assets 2018: $14,491,601Liabilities 2018: $0Net Assets 2018: $14,491,6012018Assets 2019: $16,063,997Liabilities 2019: $77Net Assets 2019: $16,063,9202019Assets 2020: $19,235,613Liabilities 2020: $83Net Assets 2020: $19,235,5302020Assets 2021: $20,871,182Liabilities 2021: $0Net Assets 2021: $20,871,1822021Assets 2022: $20,433,930Liabilities 2022: $2,464Net Assets 2022: $20,431,4662022Assets 2023: $21,199,818Liabilities 2023: $506Net Assets 2023: $21,199,3122023Assets 2024: $23,576,919Liabilities 2024: $129Net Assets 2024: $23,576,7902024

Highlighted filing

2013

Assets$5,243,067
Liabilities$0
Net Assets$5,243,067
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2011: $3,7812011Expenses 2012: $65,4882012Revenue 2013: $2,552,695Expenses 2013: $72,481Net Income 2013: $2,480,2142013Revenue 2014: $2,906,543Expenses 2014: $618,592Net Income 2014: $2,287,9512014Revenue 2015: $1,784,910Expenses 2015: $396,561Net Income 2015: $1,388,3492015Revenue 2016: $3,078,761Expenses 2016: $202,093Net Income 2016: $2,876,6682016Revenue 2017: $2,359,487Expenses 2017: $510,982Net Income 2017: $1,848,5052017Revenue 2018: $2,399,127Expenses 2018: $1,552,066Net Income 2018: $847,0612018Revenue 2019: $2,689,613Expenses 2019: $1,117,294Net Income 2019: $1,572,3192019Revenue 2020: $4,304,496Expenses 2020: $1,132,886Net Income 2020: $3,171,6102020Revenue 2021: $2,472,286Expenses 2021: $836,634Net Income 2021: $1,635,6522021Revenue 2022: $696,857Expenses 2022: $1,136,573Net Income 2022: -$439,7162022Revenue 2023: $2,802,860Expenses 2023: $2,035,014Net Income 2023: $767,8462023Revenue 2024: $4,443,766Expenses 2024: $2,066,288Net Income 2024: $2,377,4782024

Highlighted filing

2013

Revenue$2,552,695
Expenses$72,481
Net Income$2,480,214
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Jul 15, 2014
Return Version
2013v3.1
Compensation and Service Providers
Top Officer Pay32nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jae S LimPres / Director / Sec-$0--
Filing and Contact Details

Filer

EIN
27-2910858
In Care Of
% c/o Foundation Source
Phone
8008391754

Signing Officer

Name
Jae S Lim
Title
President
Phone
8008391754
Signed
2014-07-15
Discuss with paid preparer
Yes

Preparer

Preparer
Jeffrey D Haskell
Phone
8008391754
Raw XML Appendix324 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Jae S Lim
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Pres / Dir / Sec
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0195772
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02011
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02010
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02009
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt055307
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0181793
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt041328
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Lim Jae S
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1Lim Kyuho
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine101 Briarwood Lane
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine111 Briarwood Lane
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0Winchester
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City1Winchester
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0MA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State1MA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode001890
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode101890
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt01151509
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt11220450
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum11
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum21
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum31
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum41
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum51
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum62
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum72
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum82
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0238015
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt1183500
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt2270300
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt3272550
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt410044
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt5177100
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt6332890
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt7271042
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt8616518
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0FIDELITY ASSET MANAGER 70% FASGX, 12907.531 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc1FIDELITY ASSET MANAGER 70% FASGX, 10000 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc2FIDELITY ASSET MANAGER 70% FASGX, 15000 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc3FIDELITY ASSET MANAGER 70% FASGX, 15000 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc4FIDELITY ASSET MANAGER 70% FASGX, 556.483 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc5FIDELITY ASSET MANAGER 70% FASGX, 10000 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc6Vanguard Tax-Managed Growth and Income VTGLX, 4102.151 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc7Vanguard Tax-Managed Growth and Income VTGLX, 3485.621 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc8Vanguard Tax-Managed Growth and Income VTGLX, 8067.501 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02013-04-10
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12013-03-15
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt22013-02-20
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt32013-02-19
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt42013-02-08
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt52013-01-14
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt62013-11-22
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt72013-10-17
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt82013-09-16
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Administrative Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Office Supplies
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2State or Local Filing Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt017255
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt127
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt225
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt017255
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt127
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt225
TaxesSchedule/TaxesDetail/Amt09500
TaxesSchedule/TaxesDetail/Amt17674
TaxesSchedule/TaxesDetail/CategoryTxt0990-PF Estimated Tax for 2013
TaxesSchedule/TaxesDetail/CategoryTxt1990-PF Excise Tax for 2012
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jae S Lim
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum08008391754
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-07-15
ReturnHeader/Filer/BusinessName/BusinessNameLine10Jae S Lim Foundation
ReturnHeader/Filer/BusinessNameControlTxt0JAES
ReturnHeader/Filer/EIN0272910858
ReturnHeader/Filer/InCareOfNm0% c/o Foundation Source
ReturnHeader/Filer/PhoneNum08008391754
ReturnHeader/Filer/USAddress/AddressLine10Foundation Source 501 Silverside Rd
ReturnHeader/Filer/USAddress/AddressLine20Suite 123
ReturnHeader/Filer/USAddress/City0Wilmington
ReturnHeader/Filer/USAddress/State0DE
ReturnHeader/Filer/USAddress/ZIPCode0198091377
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Foundation Source
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10One Hollow Ln Ste 212
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Lake Success
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode011042
ReturnHeader/PreparerPersonGrp/PhoneNum08008391754
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeffrey D Haskell
ReturnHeader/ReturnTs02014-08-08T16:10:32-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,243,067
Liabilities
$0
Net assets
$5,243,067
Revenue
$2,552,695
Expenses
$72,481
Net income
$2,480,214
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$23.6$0.00$23.6$4.44$2.07$2.38
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.2$0.00$21.2$2.80$2.04$0.77
2022Detailed filing. Detailed filing data is available for this year.$20.4$0.00$20.4$0.70$1.14$0.44
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.9$0.00$20.9$2.47$0.84$1.64
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.2$0.00$19.2$4.30$1.13$3.17
2019Detailed filing. Detailed filing data is available for this year.$16.1$0.00$16.1$2.69$1.12$1.57
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.5$0.00$14.5$2.40$1.55$0.85
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.6$0.00$13.6$2.36$0.51$1.85
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.8$0.00$11.8$3.08$0.20$2.88
2015Detailed filing. Detailed filing data is available for this year.$8.92$0.00$8.92$1.78$0.40$1.39
2014Detailed filing. Detailed filing data is available for this year.$7.53$0.00$7.53$2.91$0.62$2.29
2013Detailed filing. Detailed filing data is available for this year.$5.24$0.00$5.24$2.55$0.07$2.48
2012Detailed filing. Detailed filing data is available for this year.$2.76$0.00$2.76$0.07
2011Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.00