Civic Intelligence

Daniel and Ingrid Jones Fam Fndn

EIN 30-6653059

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

25th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Net Margin

65th percentile

16%

Higher net margin than 65% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Top Officer Pay

46th percentile

$81,647

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 16.0% of source-year revenue.

$5M-$10M nonprofits • Source year 2024

Asset Growth

42nd percentile

1.4%

Faster asset growth than 42% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$5,635,742

Up $80,522 (+1.4%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$5,635,742

Up $80,522 (+1.4%) from 2023

Operations
Liabilities / Revenue25th percentileNet Margin65th percentile

Revenue

Up

$510,288

Up $727,516 (+335%) from 2023

Expenses

Up

$429,505

Up $45,759 (+12%) from 2023

Net Income

Up

$80,783

Up $681,757 (+113%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth42nd percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2020: $5,565,285Liabilities 2020: $0Net Assets 2020: $5,565,2852020Assets 2021: $5,940,489Liabilities 2021: $0Net Assets 2021: $5,940,4892021Assets 2022: $6,152,071Liabilities 2022: $0Net Assets 2022: $6,152,0712022Assets 2023: $5,555,220Liabilities 2023: $0Net Assets 2023: $5,555,2202023Assets 2024: $5,635,742Liabilities 2024: $0Net Assets 2024: $5,635,7422024

Highlighted filing

2024

Assets$5,635,742
Liabilities$0
Net Assets$5,635,742
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2020: $5,440,802Expenses 2020: $53,630Net Income 2020: $5,387,1722020Revenue 2021: $594,175Expenses 2021: $214,421Net Income 2021: $379,7542021Revenue 2022: $569,202Expenses 2022: $341,401Net Income 2022: $227,8012022Revenue 2023: -$217,228Expenses 2023: $383,746Net Income 2023: -$600,9742023Revenue 2024: $510,288Expenses 2024: $429,505Net Income 2024: $80,7832024

Highlighted filing

2024

Revenue$510,288
Expenses$429,505
Net Income$80,783
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$5,635,742
Liabilities
$0
Net assets
$5,635,742
Revenue
$510,288
Expenses
$429,505
Net income
$80,783
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.64$0.00$5.64$0.51$0.43$0.08
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.56$0.00$5.56$0.22$0.38$0.60
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.15$0.00$6.15$0.57$0.34$0.23
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.94$0.00$5.94$0.59$0.21$0.38
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.57$0.00$5.57$5.44$0.05$5.39
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 23, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RAYMOND JAMESTrustee-$81,647-$81,647
Filing and Contact Details

Filer

Filer Name
Daniel and Ingrid Jones Fam Fndn
EIN
30-6653059
Phone
7275672300
Address
P O BOX 23559, ST PETERSBURG, FL 33742

Signing Officer

Name
Joe Weaver
Title
Trustee
Phone
7275672300
Signed
2025-10-23
Discuss with paid preparer
Yes

Preparer

Firm
Pwc US Tax Llp
Address
301 GRANT ST 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Laura Strobel
Phone
4123556000
Raw XML AppendixShowing 400 of 4,112 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0BANK OF AMERICA CORP
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