Civic Intelligence

Jadetree Foundation Charitable Foundation

990PF • Fiscal year 2024 • EIN 34-1840630

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 15, 2024

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.

Liabilities / Assets

33rd percentile

0.00x

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Net Margin

22nd percentile

-13%

Higher net margin than 22% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Source year 2024

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.

2024 filings • $1M-$5M nonprofits • Source year 2024

Asset Growth

27th percentile

-2.6%

Faster asset growth than 27% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

77th percentile

46%

Faster revenue growth than 77% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Down

$1,019,395

Down $26,883 (-2.6%) from 2023

Net Assets

Down

$1,019,395

Down $26,883 (-2.6%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue33rd percentileNet Margin22nd percentile

Revenue

Up

$212,065

Up $66,611 (+46%) from 2023

Expenses

Up

$238,948

Up $173,359 (+264%) from 2023

Net Income

Down

-$26,883

Down $106,748 (-134%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth27th 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

2024

Assets$1,019,395
Liabilities$0
Net Assets$1,019,395
Open 2024 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

2024

Revenue$212,065
Expenses$238,948
Net Income-$26,883
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 15, 2024
Return Version
2023v5.1
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
2165665500
Address
3900 Key Center 127 Public Square, Cleveland, OH 44114

Signing Officer

Name
William C Letson
Title
Trustee
Phone
2165665500
Signed
2024-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Select Fiduciary LLC
Address
PO Box 420, Rootstown, OH 44272
Preparer
Robin L Riemenschneider
Phone
3307770600
Raw XML Appendix327 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0William C Letson
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1David D Watson
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Bike Match Program
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Old Town Hot Springs
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Routt County Riders
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2Hope For Haiti
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO Box 771211
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO Box 770094
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21021 5th Ave N
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Steamboat Springs
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Steamboat Springs
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Naples
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd080487
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd180477
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd234101
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0None
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0235000
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/AppliedToCurrentYearAmt0226642
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0226642
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0155040
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0166621
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt011581
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0155040
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0238223
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt011581
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0166621
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0155040
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
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
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd044122
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt090369
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Legal Fees
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt02511
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt02511
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Ohio State Filing Fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0200
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0200
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt060
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Ameritrade Investment Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt060
TaxesSchedule/TaxesDetail/Amt0152
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign Taxes Paid
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0152
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0William C Letson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum02165665500
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Jadetree Foundation
ReturnHeader/Filer/BusinessNameControlTxt0JADE
ReturnHeader/Filer/EIN0341840630
ReturnHeader/Filer/PhoneNum02165665500
ReturnHeader/Filer/USAddress/AddressLine1Txt03900 Key Center 127 Public Square
ReturnHeader/Filer/USAddress/CityNm0Cleveland
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd044114
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0352390688
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/PreparationDt02024-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Robin L Riemenschneider
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-11-15T12:17:16-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$1,019,395
Liabilities
$0
Net assets
$1,019,395
Revenue
$212,065
Expenses
$238,948
Net income
-$26,883
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
2024Detailed filing. Detailed filing data is available for this year.$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