Civic Intelligence

Jamestown Area Foundation Inc

EIN 31-1148328 • Xenia, OH

PO Box 367Xenia, OH 45385
Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2024

Net Margin

17th percentile

-14%

Higher net margin than 17% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Top Officer Pay

31st percentile

$67,000

Higher top officer pay than 31% of similar nonprofits.

Top officer pay equals 10.7% of source-year revenue.

$10M-$25M nonprofits • Source year 2024

Asset Growth

30th percentile

-0.7%

Faster asset growth than 30% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

2nd percentile

-84%

Faster revenue growth than 2% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$13,043,225

Down $87,508 (-0.7%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$13,043,225

Down $87,508 (-0.7%) from 2023

Operations
Liabilities / Revenue20th percentileNet Margin17th percentile

Revenue

Down

$624,909

Down $3,187,713 (-84%) from 2023

Expenses

Up

$712,417

Up $97,000 (+16%) from 2023

Net Income

Down

-$87,508

Down $3,284,713 (-103%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth30th percentile

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

$15M$10M$5.0M$0-$5.0MAssets 2014: $9,594,289Liabilities 2014: $2,343Net Assets 2014: $9,591,9462014Assets 2015: $9,059,579Liabilities 2015: $2,744Net Assets 2015: $9,056,8352015Assets 2016: $8,984,532Liabilities 2016: $2,270Net Assets 2016: $8,982,2622016Assets 2017: $8,956,761Liabilities 2017: $0Net Assets 2017: $8,956,7612017Assets 2018: $8,888,450Liabilities 2018: -$26Net Assets 2018: $8,888,4762018Assets 2019: $8,631,183Liabilities 2019: $0Net Assets 2019: $8,631,1832019Assets 2020: $8,653,008Liabilities 2020: $0Net Assets 2020: $8,653,0082020Assets 2021: $10,121,771Liabilities 2021: $0Net Assets 2021: $10,121,7712021Assets 2022: $8,794,622Liabilities 2022: $0Net Assets 2022: $8,794,6222022Assets 2023: $13,130,733Liabilities 2023: $0Net Assets 2023: $13,130,7332023Assets 2024: $13,043,225Liabilities 2024: $0Net Assets 2024: $13,043,2252024

Highlighted filing

2024

Assets$13,043,225
Liabilities$0
Net Assets$13,043,225
Open 2024 Filing

Operations Trend

Revenue Growth2nd percentile

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

$4.0M$2.0M$0-$2.0MRevenue 2014: $494,535Expenses 2014: $719,132Net Income 2014: -$224,5972014Revenue 2015: $149,256Expenses 2015: $684,536Net Income 2015: -$535,2802015Revenue 2016: $506,723Expenses 2016: $581,769Net Income 2016: -$75,0462016Revenue 2017: $507,030Expenses 2017: $532,316Net Income 2017: -$25,2862017Revenue 2018: $376,941Expenses 2018: $517,068Net Income 2018: -$140,1272018Revenue 2019: $274,702Expenses 2019: $535,253Net Income 2019: -$260,5512019Revenue 2020: $464,575Expenses 2020: $454,051Net Income 2020: $10,5242020Revenue 2021: $255,430Expenses 2021: $505,394Net Income 2021: -$249,9642021Revenue 2022: $342,217Expenses 2022: $484,404Net Income 2022: -$142,1872022Revenue 2023: $3,812,622Expenses 2023: $615,417Net Income 2023: $3,197,2052023Revenue 2024: $624,909Expenses 2024: $712,417Net Income 2024: -$87,5082024

Highlighted filing

2024

Revenue$624,909
Expenses$712,417
Net Income-$87,508
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$13,043,225
Liabilities
$0
Net assets
$13,043,225
Revenue
$624,909
Expenses
$712,417
Net income
-$87,508
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$13.0$0.00$13.0$0.62$0.71$0.09
2023Detailed filing. Detailed filing data is available for this year.$13.1$0.00$13.1$3.81$0.62$3.20
2022Detailed filing. Detailed filing data is available for this year.$8.79$0.00$8.79$0.34$0.48$0.14
2021Detailed filing. Detailed filing data is available for this year.$10.1$0.00$10.1$0.26$0.51$0.25
2020Detailed filing. Detailed filing data is available for this year.$8.65$0.00$8.65$0.46$0.45$0.01
2019Detailed filing. Detailed filing data is available for this year.$8.63$0.00$8.63$0.27$0.54$0.26
2018Detailed filing. Detailed filing data is available for this year.$8.89$0.00$8.89$0.38$0.52$0.14
2017Detailed filing. Detailed filing data is available for this year.$8.96$0.00$8.96$0.51$0.53$0.03
2016Detailed filing. Detailed filing data is available for this year.$8.98$0.00$8.98$0.51$0.58$0.08
2015Detailed filing. Detailed filing data is available for this year.$9.06$0.00$9.06$0.15$0.68$0.54
2014Detailed filing. Detailed filing data is available for this year.$9.59$0.00$9.59$0.49$0.72$0.22
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 15, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay31st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID L PENDRYCaotrusteePT$67,000-$67,000
PAMELA PENDRYTrustee-$28,000-$28,000
LORI HOWARDTrustee-$27,000-$27,000
ROBERT BRILLTrustee-$26,000-$26,000
Filing and Contact Details

Filer

Filer Name
Jamestown Area Foundation Inc
EIN
31-1148328
In Care Of
% DAVID PENDRY
Phone
9373724919
Address
PO BOX 367, XENIA, OH 45385

Signing Officer

Name
David Pendry
Title
CAO
Phone
9373724919
Signed
2025-09-15
Discuss with paid preparer
Yes

Preparer

Firm
Nicholls Tax & Accounting
Address
3140 Dayton-Xenia Road Ste B, Dayton, OH 45434
Preparer
Todd R Nicholls
Phone
9374268024
Raw XML Appendix361 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/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SCHOLARSHIPS SEE PAGE 1
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 367
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0XENIA
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IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0348129
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0563519
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0664601
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0101082
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt095563
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt042374
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0101082
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt036855
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt036855
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0563519
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt036855
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0137937
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
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LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL & PROFESSIONAL
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OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt04138642
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt15176182
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt21549763
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt32186763
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OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt04109084
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt15161540
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt21492838
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt32209294
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt04316836
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OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt50
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt60
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt70
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5OFFICE SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6COMPUTERS & IT - SOFTWARE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc7MEALS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0724
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1174
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2320
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3106
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt42782
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt5579
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt686
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt7278
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt143
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt280
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt327
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt4696
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt5145
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt621
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt70
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0724
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1217
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2400
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3133
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt43478
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt5724
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt6107
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt7278
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt10
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt20
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt30
OtherIncomeSchedule2/OtherIncomeDetail/Desc0LT CAPITAL GAIN
OtherIncomeSchedule2/OtherIncomeDetail/Desc1ST CAPITAL GAIN
OtherIncomeSchedule2/OtherIncomeDetail/Desc2LINCOLN 1099R
OtherIncomeSchedule2/OtherIncomeDetail/Desc3OTHER INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt078506
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt129654
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt20
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt31677
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt078506
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt129654
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt20
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt31677
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt090282
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt090282
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt011602
TaxesSchedule/TaxesDetail/CategoryTxt0PAYROLL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt09282
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt02320
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID PENDRY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CAO
ReturnHeader/BusinessOfficerGrp/PhoneNum09373724919
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JAMESTOWN AREA FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0JAME
ReturnHeader/Filer/EIN0311148328
ReturnHeader/Filer/InCareOfNm0% DAVID PENDRY
ReturnHeader/Filer/PhoneNum09373724919
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 367
ReturnHeader/Filer/USAddress/CityNm0XENIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045385
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0814814628
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Nicholls Tax & Accounting
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03140 Dayton-Xenia Road Ste B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Dayton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd045434
ReturnHeader/PreparerPersonGrp/PhoneNum09374268024
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TODD R NICHOLLS
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-11-07T14:54:46-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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