Jadetree Foundation Charitable Foundation

990PF • Fiscal year 2022 • EIN 34-1840630

Jul 01, 2021 to Jun 30, 2022 • Filed on Nov 10, 2022

Organization Profile

3900 Key Center 127 Public SquareCleveland, OH 44114

(216) 566-5500

Siviq Scores

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

0.00x

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

2022 filings • $500k-$1M nonprofits • Source year 2022

0.00x

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

2022 filings • $500k-$1M nonprofits • Source year 2022

-59%

Higher net margin than 12% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Source year 2022

Higher top officer pay than 57% of similar nonprofits.

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

2022 filings • $500k-$1M nonprofits • Source year 2022

-17%

Faster asset growth than 12% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Annualized from 2021 to 2022

152%

Faster revenue growth than 92% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet

Liabilities / Assets40th percentile

Assets

Down

$966,413

Down $203,006 (-17%) from 2021

Net Assets

Down

$966,413

Down $203,006 (-17%) from 2021

Liabilities

Flat

Flat from 2021

Revenue And Expenses

Liabilities / Revenue39th percentile Net Margin12th percentile

Revenue

$343,680

Up $207,226 (+152%) from 2021

Expenses

$546,702

Up $541,879 (+11235%) from 2021

Net Income

Down

-$203,022

Down $334,653 (-254%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth12th percentile

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

Highlighted filing

2022

Assets$966,413

Liabilities$0

Net Assets$966,413

Open 2022 Filing

Operations Trend

Revenue Growth92nd percentile

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

Highlighted filing

2022

Revenue$343,680

Expenses$546,702

Net Income-$203,022

Open 2022 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2021 to Jun 30, 2022
Signed: Nov 10, 2022
Return Version: 2021v4.2

Compensation and Service Providers

Top Officer Pay57th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
William C Letson	Trustee	-	$0	-	-
David D Watson	Trustee	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Jadetree Foundation
EIN: 34-1840630
Phone: 2165665500
Address: 3900 Key Center 127 Public Square, Cleveland, OH 44114

Signing Officer

Name: David D Watson
Title: Trustee
Phone: 2165665500
Signed: 2022-11-10
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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	1	100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	2	50000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	3	40000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	4	250000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	Relief Efforts
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	Relief Efforts
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	2	Relief Efforts
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	3	General Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	4	Relief Efforts - Oxygen Concentrators
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	Medical Missionaries
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	1	Direct Relief
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	2	Doctors Without Borders
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	3	Fellowship of Reconciliation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	4	Direct Relief
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	1	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	2	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	3	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	4	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	9590 Surveyor Court
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	6100 Wallace Becknell Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	2	40 Rector St 16th Floor
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	3	PO Box 271
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	4	6100 Wallace Becknell Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	Manassas
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	Santa Barbara
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	3	Nyack
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	4	Santa Barbara
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	3	NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	4	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	20110
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	93117
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	10006
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	3	10960
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	4	93117
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm	0	None
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	540000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	209539
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	50712
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	209539
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	284322
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	284322
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	544573
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	284322
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	284322
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	50712
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	0	1
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm	0	Barbara Briggs-Letson Charitable Un
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt	0	25201 Chagrin Blvd Suite 370
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm	0	Beachwood
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd	0	OH
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd	0	44122
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd	0	X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	0	106147
IRS990ScheduleB/GeneralRuleInd	0	X
IRS990ScheduleB/Organization501c3ExemptPFInd	0	X
LegalFeesSchedule/LegalFeesGrp/CategoryTxt	0	Legal Fees
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt	0	3898
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt	0	5198
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt	0	1300
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	Ohio State Filing Fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	200
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	200
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	0	16
OtherIncreasesSchedule/OtherIncreasesDetail/Desc	0	Federal Excise Tax Refund
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	178
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	Ameritrade Investment Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	178
TaxesSchedule/TaxesDetail/Amt	0	176
TaxesSchedule/TaxesDetail/CategoryTxt	0	Foreign Taxes Paid
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	176
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd	0	AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd	0	IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd	0	2
ReturnHeader/BuildTS	0	2022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	David D Watson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	2165665500
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2022-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	Jadetree Foundation
ReturnHeader/Filer/BusinessNameControlTxt	0	JADE
ReturnHeader/Filer/EIN	0	341840630
ReturnHeader/Filer/PhoneNum	0	2165665500
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	3900 Key Center 127 Public Square
ReturnHeader/Filer/USAddress/CityNm	0	Cleveland
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	OH
ReturnHeader/Filer/USAddress/ZIPCd	0	44114
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	352390688
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	Select Fiduciary LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	PO Box 420
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	Rootstown
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	44272
ReturnHeader/PreparerPersonGrp/PhoneNum	0	3307770600
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2022-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Robin L Riemenschneider
ReturnHeader/PreparerPersonGrp/SelfEmployedInd	0	X
ReturnHeader/ReturnTs	0	2022-11-10T08:55:34-00:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	David
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	Watson
ReturnHeader/TaxPeriodBeginDt	0	2021-07-01
ReturnHeader/TaxPeriodEndDt	0	2022-06-30
ReturnHeader/TaxYr	0	2021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $966,413
Liabilities: $0
Net assets: $966,413
Revenue: $343,680
Expenses: $546,702
Net income: -$203,022

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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