Civic Intelligence

Jocarno Fund

990PF • Fiscal year 2023 • EIN 36-6062019

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 06, 2024

1010 Lake Street 200Oak Park, IL 60301

(312) 641-5765

Siviq Scores

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

Liabilities / Assets

48th percentile

0.00x

Higher debt load relative to assets than 48% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

64th percentile

0.04x

Higher debt load relative to revenue than 64% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Source year 2023

Net Margin

2nd percentile

-513%

Higher net margin than 2% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

57th percentile

$0

Higher top officer pay than 57% of similar nonprofits.

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Asset Growth

8th percentile

-23%

Faster asset growth than 8% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

4th percentile

-71%

Faster revenue growth than 4% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Assets

Down

$515,889

Down $155,624 (-23%) from 2022

Net Assets

Down

$514,555

Down $156,958 (-23%) from 2022

Liabilities

Up

$1,334

Up $1,334 from 2022

Revenue

Down

$31,645

Down $77,614 (-71%) from 2022

Expenses

Down

$193,827

Down $55,691 (-22%) from 2022

Net Income

Down

-$162,182

Down $21,923 (-16%) from 2022

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2013: $1,428,742Liabilities 2013: $0Net Assets 2013: $1,428,7422013Assets 2021: $807,982Liabilities 2021: $0Net Assets 2021: $807,9822021Assets 2022: $671,513Liabilities 2022: $0Net Assets 2022: $671,5132022Assets 2023: $515,889Liabilities 2023: $1,334Net Assets 2023: $514,5552023Assets 2024: $564,244Liabilities 2024: $0Net Assets 2024: $564,2442024

Highlighted filing

2023

Assets$515,889
Liabilities$1,334
Net Assets$514,555

Operations Trend

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

$400K$200K$0-$200KRevenue 2013: $179,907Expenses 2013: $259,257Net Income 2013: -$79,3502013Revenue 2021: $345,580Expenses 2021: $316,797Net Income 2021: $28,7832021Revenue 2022: $109,259Expenses 2022: $249,518Net Income 2022: -$140,2592022Revenue 2023: $31,645Expenses 2023: $193,827Net Income 2023: -$162,1822023Revenue 2024: $248,794Expenses 2024: $197,630Net Income 2024: $51,1642024

Highlighted filing

2023

Revenue$31,645
Expenses$193,827
Net Income-$162,182
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 6, 2024
Return Version
2023v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PETER SCHLOSSMANSecretary & Treasurer-$0--
GAIL MEWHORTVice President-$0--
MARC SCHLOSSMANPresident-$0--
Filing and Contact Details

Filer

Filer Name
Jocarno Fund
EIN
36-6062019
Phone
3126415765
Address
1010 LAKE STREET 200, OAK PARK, IL 60301

Signing Officer

Name
Marc Schlossman
Title
Treasurer
Phone
3126415765
Signed
2024-11-06
Discuss with paid preparer
Yes

Preparer

Firm
Mann Weitz & Associates LLC
Address
570 LAKE COOK ROAD SUITE 330, DEERFIELD, IL 60015
Preparer
Ellyn Samsky
Phone
8472673400
Raw XML AppendixShowing 400 of 1,034 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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