Civic Intelligence

Jadetree Foundation Charitable Foundation

990PF • Fiscal year 2021 • EIN 34-1840630

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 09, 2021

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

31st percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

98th percentile

96%

Higher net margin than 98% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

62nd percentile

13%

Faster asset growth than 62% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

77th percentile

66%

Faster revenue growth than 77% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$1,169,419

Up $131,631 (+13%) from 2020

Net Assets

Up

$1,169,419

Up $131,631 (+13%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin98th percentile

Revenue

Up

$136,454

Up $54,324 (+66%) from 2020

Expenses

Down

$4,823

Down $251,676 (-98%) from 2020

Net Income

Up

$131,631

Up $306,000 (+175%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

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

2021

Assets$1,169,419
Liabilities$0
Net Assets$1,169,419
Open 2021 Filing

Operations Trend

Revenue Growth77th percentile

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

2021

Revenue$136,454
Expenses$4,823
Net Income$131,631
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 9, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay46th 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
2021-11-09
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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0William C Letson
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1David D Watson
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IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0None
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0None
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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/AppliedToCurrentYearAmt02972
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0190049
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0136365
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt098633
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt021433
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt05903
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt010396
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0136365
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02972
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0136365
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt050712
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Barbara Briggs-Letson Charitable Un
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt025201 Chagrin Blvd Suite 370
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Beachwood
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0OH
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IRS990ScheduleB/GeneralRuleInd0X
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LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Legal Fees
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt02297
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt03063
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0766
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Ohio State Filing Fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1ADR fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0200
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt081
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0200
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt181
TaxesSchedule/TaxesDetail/Amt0356
TaxesSchedule/TaxesDetail/Amt1173
TaxesSchedule/TaxesDetail/CategoryTxt0Federal Excise Tax Estimated Payment
TaxesSchedule/TaxesDetail/CategoryTxt1Foreign Taxes Paid
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0173
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0David Watson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-09
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/PreparationDt02021-11-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Robin L Riemenschneider
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-11-10T02:38:37-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0David
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Watson
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,169,419
Liabilities
$0
Net assets
$1,169,419
Revenue
$136,454
Expenses
$4,823
Net income
$131,631
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