Civic Intelligence

Jake Fund

990PF • Fiscal year 2023 • EIN 36-3776783

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 15, 2024

4100 Redwood Rd Ste 20A-162Oakland, CA 94619

(510) 417-9553

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.

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

79th percentile

29%

Higher net margin than 79% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

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.

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

68th percentile

9.7%

Faster asset growth than 68% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

97th percentile

513%

Faster revenue growth than 97% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Assets

Up

$1,479,953

Up $131,033 (+9.7%) from 2022

Net Assets

Up

$1,479,953

Up $131,033 (+9.7%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Up

$290,526

Up $243,129 (+513%) from 2022

Expenses

Up

$206,823

Up $34,597 (+20%) from 2022

Net Income

Up

$83,703

Up $208,532 (+167%) from 2022

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2013: $1,566,641Liabilities 2013: $11,002Net Assets 2013: $1,555,6392013Assets 2014: $1,488,439Liabilities 2014: $0Net Assets 2014: $1,488,4392014Assets 2015: $1,526,884Liabilities 2015: $0Net Assets 2015: $1,526,8842015Assets 2016: $1,513,042Liabilities 2016: $0Net Assets 2016: $1,513,0422016Assets 2017: $1,464,658Liabilities 2017: $36,047Net Assets 2017: $1,428,6112017Assets 2018: $1,331,405Liabilities 2018: $18,679Net Assets 2018: $1,312,7262018Assets 2019: $1,472,641Liabilities 2019: $0Net Assets 2019: $1,472,6412019Assets 2020: $1,406,846Liabilities 2020: $0Net Assets 2020: $1,406,8462020Assets 2021: $1,473,749Liabilities 2021: $0Net Assets 2021: $1,473,7492021Assets 2022: $1,348,920Liabilities 2022: $0Net Assets 2022: $1,348,9202022Assets 2023: $1,479,953Liabilities 2023: $0Net Assets 2023: $1,479,9532023Assets 2024: $1,507,567Liabilities 2024: $0Net Assets 2024: $1,507,5672024

Highlighted filing

2023

Assets$1,479,953
Liabilities$0
Net Assets$1,479,953

Operations Trend

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

$400K$200K$0-$200KExpenses 2013: $92,2662013Revenue 2014: $98,163Expenses 2014: $165,363Net Income 2014: -$67,2002014Revenue 2015: $138,995Expenses 2015: $100,550Net Income 2015: $38,4452015Revenue 2016: $73,219Expenses 2016: $87,061Net Income 2016: -$13,8422016Revenue 2017: $34,153Expenses 2017: $118,584Net Income 2017: -$84,4312017Revenue 2018: $24,913Expenses 2018: $144,099Net Income 2018: -$119,1862018Revenue 2019: $316,333Expenses 2019: $156,418Net Income 2019: $159,9152019Revenue 2020: $98,585Expenses 2020: $164,380Net Income 2020: -$65,7952020Revenue 2021: $180,184Expenses 2021: $113,032Net Income 2021: $67,1522021Revenue 2022: $47,397Expenses 2022: $172,226Net Income 2022: -$124,8292022Revenue 2023: $290,526Expenses 2023: $206,823Net Income 2023: $83,7032023Revenue 2024: $217,209Expenses 2024: $190,191Net Income 2024: $27,0182024

Highlighted filing

2023

Revenue$290,526
Expenses$206,823
Net Income$83,703
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 15, 2024
Return Version
2023v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Emily RosenbergPresident-$0--
Sara Rosenberg BrownVice President-$0--
Elaine RosenbergSecretary-$0--
Rachel Rosenberg LyonTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Jake Fund
EIN
36-3776783
Phone
5104179553
Address
4100 Redwood Rd Ste 20A-162, Oakland, CA 94619

Signing Officer

Name
Emily Rosenberg
Title
President
Signed
2024-04-15
Discuss with paid preparer
Yes

Preparer

Firm
Boyle & Stoll CPAs
Address
3755 Brickway Blvd 100, Santa Rosa, CA 95403
Preparer
Paul Scheinberg
Phone
7075711951
Raw XML Appendix361 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6165 Canadian Pacific Railway Cash in Lieu
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8125 Crown Castle
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9100000 Hillsborough Tampa FL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10173000 Goldman Sachs
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Emily Rosenberg
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Sara Rosenberg Brown
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Elaine Rosenberg
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Rachel Rosenberg Lyon
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Vice President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Treasurer
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt14100 Redwood Road Ste 20A - 1
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt24100 Redwood Road Ste 20A - 1
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt34100 Redwood Road Ste 20A - 1
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Oakland
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Oakland
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Oakland
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3Oakland
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd094611
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd194611
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd294611
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd394611
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0198023
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0198023
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt01
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0Managers aim to maximize investment returns to fund numerous charitable activities
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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/SubjToTaxRmnrtnExPrchtPymtInd0false
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
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt04100 Redwood Road Ste 20A - 162
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Oakland
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd094619
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Emily Rosenberg
IRS990PF/StatementsRegardingActyGrp/PhoneNum05104179553
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0175000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt122000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Charitable
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Charitable
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(c)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501(c)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Horizons Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Friends of the Israel Defense FOrce
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0charitable organization
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1charitable organization
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0155 Sansome Street Ste 650
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt160 East 42nd Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0San Francisco
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd094104
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd110165
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0197000
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/AppliedToCurrentYearAmt0141004
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0141004
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt011440
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt08340
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt076799
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt057019
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt011440
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt08340
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0198023
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt057019
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt076799
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt019780
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0investment expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Offfice expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0223
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt07343
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt07343
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1223
OtherIncreasesSchedule/OtherIncreasesDetail/Amt047330
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Cost basis listed incorrectly in prior year(s)
TaxesSchedule/TaxesDetail/Amt0657
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign taxes
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0657
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Emily Rosenberg
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Jake Fund
ReturnHeader/Filer/BusinessNameControlTxt0JAKE
ReturnHeader/Filer/EIN0363776783
ReturnHeader/Filer/PhoneNum05104179553
ReturnHeader/Filer/USAddress/AddressLine1Txt04100 Redwood Rd Ste 20A-162
ReturnHeader/Filer/USAddress/CityNm0Oakland
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094619
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0942901944
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Boyle & Stoll CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03755 Brickway Blvd 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Santa Rosa
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095403
ReturnHeader/PreparerPersonGrp/PhoneNum07075711951
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Paul Scheinberg
ReturnHeader/ReturnTs02024-04-22T12:03:29-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Emily
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Rosenberg
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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