Civic Intelligence

Jadetree Foundation Charitable Foundation

990PF • Fiscal year 2016 • EIN 34-1840630

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 11, 2016

Organization Profile
25201 Chagrin Blvd Suite 370Beachwood, OH 44122

(216) 896-1111

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

88th percentile

41%

Higher net margin than 88% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

Score unavailable

No value available

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

Source year 2016

Revenue Growth

Score unavailable

No value available

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

Source year 2016

Balance Sheet
Liabilities / Assets25th percentile

Assets

$1,102,008

No earlier filing loaded for comparison.

Net Assets

$1,102,008

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin88th percentile

Revenue

$176,128

No earlier filing loaded for comparison.

Expenses

$103,642

No earlier filing loaded for comparison.

Net Income

$72,486

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$1.5M$1.0M$500K$0Assets 2016: $1,102,008Liabilities 2016: $0Net Assets 2016: $1,102,0082016Assets 2017: $1,257,600Liabilities 2017: $0Net Assets 2017: $1,257,6002017Assets 2018: $1,271,696Liabilities 2018: $0Net Assets 2018: $1,271,6962018Assets 2019: $1,212,157Liabilities 2019: $0Net Assets 2019: $1,212,1572019Assets 2020: $1,037,788Liabilities 2020: $0Net Assets 2020: $1,037,7882020Assets 2021: $1,169,419Liabilities 2021: $0Net Assets 2021: $1,169,4192021Assets 2022: $966,413Liabilities 2022: $0Net Assets 2022: $966,4132022Assets 2023: $1,046,278Liabilities 2023: $0Net Assets 2023: $1,046,2782023Assets 2024: $1,019,395Liabilities 2024: $0Net Assets 2024: $1,019,3952024Assets 2025: $891,305Liabilities 2025: $0Net Assets 2025: $891,3052025

Highlighted filing

2016

Assets$1,102,008
Liabilities$0
Net Assets$1,102,008
Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$600K$400K$200K$0-$200K-$400KRevenue 2016: $176,128Expenses 2016: $103,642Net Income 2016: $72,4862016Revenue 2017: $282,767Expenses 2017: $127,175Net Income 2017: $155,5922017Revenue 2018: $149,395Expenses 2018: $135,299Net Income 2018: $14,0962018Revenue 2019: $100,621Expenses 2019: $160,196Net Income 2019: -$59,5752019Revenue 2020: $82,130Expenses 2020: $256,499Net Income 2020: -$174,3692020Revenue 2021: $136,454Expenses 2021: $4,823Net Income 2021: $131,6312021Revenue 2022: $343,680Expenses 2022: $546,702Net Income 2022: -$203,0222022Revenue 2023: $145,454Expenses 2023: $65,589Net Income 2023: $79,8652023Revenue 2024: $212,065Expenses 2024: $238,948Net Income 2024: -$26,8832024Revenue 2025: $238,650Expenses 2025: $366,740Net Income 2025: -$128,0902025

Highlighted filing

2016

Revenue$176,128
Expenses$103,642
Net Income$72,486
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 11, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
William C LetsonTrustee-$0--
David D WatsonTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Jadetree Foundation
EIN
34-1840630
Phone
2168961111
Address
25201 Chagrin Blvd Suite 370, Beachwood, OH 44122

Signing Officer

Name
David Watson
Title
Trustee
Signed
2016-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Select Fiduciary LLC
Address
PO Box 420, Rootstown, OH 44272
Preparer
Robin L Riemenschneider
Phone
3307770600
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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/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt025201 Chagrin Blvd Suite 370
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Beachwood
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0OH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd044122
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0OH
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Rebecca H Dent
IRS990PF/StatementsRegardingActyGrp/PhoneNum02168961111
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0NONE
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0NONE
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt027000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt148190
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt220000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0General Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1St Joseph Clinic Program
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Emergency Relief Services
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0The Water Project
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Medical Missionaries
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2Doctors Without Borders
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt017 Depot St 2nd Floor
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt19590 Surveyor Court
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2333 Seventh Ave 2nd Floor
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Concord
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Manassas
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd003301
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd120110
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd210001
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0None
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt095190
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/AppliedToCurrentYearAmt091043
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt06313
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt098380
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt097356
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt07337
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt06313
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Barbara Briggs-Letson Charitable Un
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1Charlotte K Briggs 1999 Charitable
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt025201 Chagrin Blvd Suite 370
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt125201 Chagrin Blvd Suite 370
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Beachwood
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1Beachwood
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0OH
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1OH
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd044122
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd144122
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt083455
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt165286
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Legal Fees
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt01034
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01379
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0345
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Ohio State Filing Fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1ADR Fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Gartman Letter
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0200
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt060
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt14800
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0200
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt160
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt24800
TaxesSchedule/TaxesDetail/Amt0149
TaxesSchedule/TaxesDetail/CategoryTxt0Federal Excise Tax
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0David Watson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Jadetree Foundation
ReturnHeader/Filer/BusinessNameControlTxt0JADE
ReturnHeader/Filer/EIN0341840630
ReturnHeader/Filer/PhoneNum02168961111
ReturnHeader/Filer/USAddress/AddressLine1Txt025201 Chagrin Blvd Suite 370
ReturnHeader/Filer/USAddress/CityNm0Beachwood
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd044122
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Select Fiduciary LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 420
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Rootstown
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd044272
ReturnHeader/PreparerPersonGrp/PhoneNum03307770600
ReturnHeader/PreparerPersonGrp/PreparationDt02016-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Robin L Riemenschneider
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-11-11T10:59:11-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,102,008
Liabilities
$0
Net assets
$1,102,008
Revenue
$176,128
Expenses
$103,642
Net income
$72,486
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.24$0.37$0.13
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.02$0.00$1.02$0.21$0.24$0.03
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.05$0.00$1.05$0.15$0.07$0.08
2022Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.34$0.55$0.20
2021Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.14$0.00$0.13
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.04$0.00$1.04$0.08$0.26$0.17
2019Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.10$0.16$0.06
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.27$0.00$1.27$0.15$0.14$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.26$0.00$1.26$0.28$0.13$0.16
2016Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.18$0.10$0.07