Civic Intelligence

Jaffe Charitable Foundation

990PF • Fiscal year 2013 • EIN 34-6520456

Jul 01, 2012 to Jun 30, 2013 • Filed on Nov 18, 2013

29555 Shaker Boulevard44124
Siviq Scores

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

Liabilities / Assets

36th percentile

0.00x

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

2013 filings • $500k-$1M nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

51st percentile

1.7%

Faster asset growth than 51% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$545,934

Up $9,381 (+1.7%) from 2012

Net Assets

Up

$545,934

Up $9,381 (+1.7%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$26,787

Up $1,736 (+6.9%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2012: $536,553Liabilities 2012: $0Net Assets 2012: $536,5532012Assets 2013: $545,934Liabilities 2013: $0Net Assets 2013: $545,9342013Assets 2014: $551,429Liabilities 2014: $15,475Net Assets 2014: $535,9542014Assets 2015: $527,656Liabilities 2015: $0Net Assets 2015: $527,6562015Assets 2016: $528,437Liabilities 2016: $0Net Assets 2016: $528,4372016Assets 2017: $516,824Liabilities 2017: $0Net Assets 2017: $516,8242017Assets 2018: $508,888Liabilities 2018: $0Net Assets 2018: $508,8882018Assets 2019: $494,249Liabilities 2019: $0Net Assets 2019: $494,2492019Assets 2020: $439,054Liabilities 2020: $0Net Assets 2020: $439,0542020Assets 2021: $424,907Liabilities 2021: $0Net Assets 2021: $424,9072021Assets 2022: $412,741Liabilities 2022: $0Net Assets 2022: $412,7412022Assets 2023: $405,990Liabilities 2023: $0Net Assets 2023: $405,9902023Assets 2024: $401,597Liabilities 2024: $0Net Assets 2024: $401,5972024

Highlighted filing

2013

Assets$545,934
Liabilities$0
Net Assets$545,934

Operations Trend

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

$50K$0-$50K-$100KExpenses 2012: $25,0512012Expenses 2013: $26,7872013Revenue 2014: $17,265Expenses 2014: $27,277Net Income 2014: -$10,0122014Revenue 2015: $19,345Expenses 2015: $27,643Net Income 2015: -$8,2982015Revenue 2016: $31,390Expenses 2016: $30,609Net Income 2016: $7812016Revenue 2017: $18,987Expenses 2017: $30,600Net Income 2017: -$11,6132017Revenue 2018: $22,592Expenses 2018: $30,528Net Income 2018: -$7,9362018Revenue 2019: $14,195Expenses 2019: $28,834Net Income 2019: -$14,6392019Revenue 2020: -$26,249Expenses 2020: $28,948Net Income 2020: -$55,1972020Revenue 2021: $13,850Expenses 2021: $27,998Net Income 2021: -$14,1482021Revenue 2022: $13,377Expenses 2022: $25,542Net Income 2022: -$12,1652022Revenue 2023: $20,317Expenses 2023: $27,068Net Income 2023: -$6,7512023Revenue 2024: $20,266Expenses 2024: $24,661Net Income 2024: -$4,3952024

Highlighted filing

2013

Revenue-
Expenses$26,787
Net Income-
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Nov 18, 2013
Return Version
2012v2.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DANIEL JAFFETrustee-$0--
ANNE JACOBSTrustee-$0--
DAVID JAFFETrustee-$0--
MARC JAFFETrustee-$0--
JAMES JACOBSTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantJECCRELIGIOUS501C3CLEVELAND HEIGHTS, OH, US$15,000
Paid GrantHEBREW ACADEMYRELIGIOUS501C3CLEVEALND HEIGHTS, OH, US$4,000
Paid GrantRC TELSHE YESHIVARELIGIOUS501C3WICKLIFFE, OH, US$1,500
Paid GrantKOLLEL YAD CHAIM MORDECHAIRELIGIOUS501C3BEACHWOOD, OH, US$800
Paid GrantCONGREGATION SHOMER SHABBOSRELIGIOUS501C3CLEVELAND HEIGHTS, OH, US$500
Paid GrantTORAH LIFE INSTITUTERELIGIOUS501C3CLEVELAND HEIGHTS, OH, US$500
Paid GrantTORAH SCHOOLSRELIGIOUS501C3NEW YORK, NY, US$500
Paid GrantAISH HATORAHRELIGIOUS501C3CLEVELAND, OH, US$250
Paid GrantAMERICAN SOCIETY FOR PROTECTION OF NATURERELIGIOUS501C3GREAT NECK, NY, US$250
Paid GrantFRIENDS OF ISRAEL'S ENVIRONMENTRELIGIOUS501C3STUDIO CITY, CA, US$250
Paid GrantJEWISH LEARNING CONNECTIONRELIGIOUS501C3SOUTH EUCLID, OH, US$250
Paid GrantHILLELRELIGIOUS501C3CLEVELAND, OH, US$200
Paid GrantCHABADRELIGIOUS501C3BEACHWOOD, OH, US$100
Paid GrantYESHIVA UNIVERSITYRELIGIOUS501C3NEW YORK, NY, US$100
Paid GrantZEMACH ZEDEKRELIGIOUS501C3CLEVELAND HEIGHTS, OH, US$100
Paid GrantCHESED SHEL EMETHRELIGIOUS501C3CLEVELAND, OH, US$50
Paid GrantHEBREW FREE LOANRELIGIOUS501C3BEACHWOOD, OH, US$50
Paid GrantJEWISH DAY NURSERYRELIGIOUS501C3SHAKER HEIGHTS, OH, US$50
Paid GrantJEWISH SACRED SOCIETYRELIGIOUS501C3CLEVELAND, OH, US$50
Paid GrantMATAN B'SEYSERRELIGIOUS501C3CLEVELAND HEIGHTS, OH, US$50
Paid GrantMIKVEHRELIGIOUS501C3CLEVELAND HEIGHTS, OH, US$50
Paid GrantYESHIVA BE'ER SHMUELRELIGIOUS501C3BROOKLYN, NY, US$50
Paid GrantYESHIVA FARMRELIGIOUS501C3BROOKLYN, NY, US$50
Paid GrantYIVO INSTITUTERELIGIOUS501C3NEW YORK, NY, US$50
Filing and Contact Details

Filer

EIN
34-6520456
Raw XML AppendixShowing 400 of 619 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.

Path#Value
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AccountingFeesSchedule/AccountingFees/Amount01500
AccountingFeesSchedule/AccountingFees/Category0GORDON WEISER AND ASSOCIATES, CPA, INC
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps01500
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome01500
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis012500
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis125000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis257038
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis325000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis420000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis5212
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis6932
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired02005-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired12008-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired22011-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired32004-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired42004-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired52013-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired62013-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold02013-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold12013-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold22012-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold32012-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold42012-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold52013-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold62013-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice012500
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice125000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice271453
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice325000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice420000
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired3P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired4P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired5P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired6P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name0500 JP MORGAN CHASE XVI
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name11000 ALLIANZ
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name23000 GENERAL ELECTRIC
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name31000 BANK OF AMERICA
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name420000 GENERAL ELECTRIC
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name530 GENERAL ELECTRIC
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name625 GENERAL ELECTRIC
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet014415
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet1386
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet2-424
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue010006
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue118683
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue213880
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue320000
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue725222
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue825000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue919000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1010165
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1120000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1211239
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue137500
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue145804
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue15306
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV011820
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV15100
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV215390
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV319840
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV469570
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV572502
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV825330
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV918742
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV123298
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV132160
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV141472
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV15767
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0343 shares of SPECTRA ENERGY CORP-SPIN-OFF DUKE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1300 shares of REDWOOD TRUST INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2686 shares of DUKE ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3800 shares of MORGAN STANLEY CAP VIII
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock43000 shares of GENERAL ELECTRIC CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock51276 shares of DOMINION RESOURCES, INC. NEW
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6600 shares of ANNALY MORTGAGE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock71000 shares of ANNALY MORTGAGE MANAGEMENT INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock81000 shares of BARCLAYS BK PLC 8.125 PFD ADR
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9760 shares of AEGON NV
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock10306 shares of VALERO LP KANES PIPE LINE NUSTAR
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock11800 shares of HSBC HOLDING PLC 8.125 PFD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1299 shares of GENERAL MOTORS COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1390 shares of WTS GENERAL MOTORS COMPANY A
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1490 shares of WTS GENERAL MOTORS COMPANY B
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1525 shares of US MOTORS LIQUIDATION CO
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/BusinessCode0900003
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/UnrelatedBusinessIncomeAmount011605
IRS990PF/AnalysisIncomeProducingActy/FeesContractsFromGovtAgencies/BusinessCode0110000
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/UnrelatedBusinessIncomeAmount014377
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/BusinessCode0900003
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/UnrelatedBusinessIncomeAmount09947
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/Description0LITIGATION SETTLEMENTS
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/Description1OTHER INCOME
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/UnrelatedBusinessIncomeAmount0174
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/UnrelatedBusinessIncomeAmount147
IRS990PF/AnalysisIncomeProducingActy/ProgramServiceRevenuePartVII/Description0CONTRIBUTIONS
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IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/UnrelatedBusinessIncomeAmount036168
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA036168
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncm01500
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss01500
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncome019736
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm014377
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps024750
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss024750
IRS990PF/AnalysisOfRevenueAndExpenses/ContriReceivedRevAndExpnss018
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IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice0155059
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IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncm0500
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IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0536553
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0545934
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IRS990PF/DistributableAmount/DistributableAmountBeforeAdj026781
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