Civic Intelligence

Robert a & Shirley J Jones Foundation

990PF • Fiscal year 2017 • EIN 38-3427946

May 01, 2016 to Apr 30, 2017 • Filed on Nov 22, 2017

Organization Profile

Refreshing map…

700 Forest AveWilmette, IL 60091

(847) 691-0876

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

16th percentile

-20%

Higher net margin than 16% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

38th percentile

-0.2%

Faster asset growth than 38% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$2,071,542

Down $4,599 (-0.2%) from 2016

Net Assets

Down

$2,071,542

Down $4,599 (-0.2%) from 2016

Liabilities

Down

$0

Down $1 (-100%) from 2016

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin16th percentile

Revenue

Up

$96,005

Up $204,415 (+189%) from 2016

Expenses

Down

$115,041

Down $9,393 (-7.5%) from 2016

Net Income

Up

-$19,036

Up $213,808 (+92%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $1Liabilities 2010: $02010Assets 2012: $0Liabilities 2012: $0Net Assets 2012: $02012Assets 2013: $1Liabilities 2013: $1Net Assets 2013: $02013Assets 2014: $100,000Liabilities 2014: $1Net Assets 2014: $100,0002014Assets 2015: $2,253,567Liabilities 2015: $1Net Assets 2015: $2,299,7842015Assets 2016: $2,076,141Liabilities 2016: $1Net Assets 2016: $2,076,1412016Assets 2017: $2,071,542Liabilities 2017: $0Net Assets 2017: $2,071,5422017Assets 2018: $2,103,368Liabilities 2018: $12,000Net Assets 2018: $2,091,3682018Assets 2019: $2,073,833Liabilities 2019: $32,000Net Assets 2019: $2,041,8332019Assets 2020: $1,908,127Liabilities 2020: $3,000Net Assets 2020: $1,905,1272020Assets 2021: $1,857,629Liabilities 2021: $5,000Net Assets 2021: $1,852,6292021Assets 2022: $1,801,639Liabilities 2022: $7,000Net Assets 2022: $1,794,6392022Assets 2023: $1,737,436Liabilities 2023: $5,000Net Assets 2023: $1,732,4362023Assets 2024: $1,743,949Liabilities 2024: $17,000Net Assets 2024: $1,726,9492024

Highlighted filing

2017

Assets$2,071,542
Liabilities$0
Net Assets$2,071,542
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2010: $1Expenses 2010: $0Net Income 2010: $12010Expenses 2012: $02012Revenue 2013: $1Expenses 2013: $0Net Income 2013: $12013Revenue 2014: $100,000Expenses 2014: $0Net Income 2014: $100,0002014Revenue 2015: $2,289,298Expenses 2015: $89,514Net Income 2015: $2,199,7842015Revenue 2016: -$108,410Expenses 2016: $124,434Net Income 2016: -$232,8442016Revenue 2017: $96,005Expenses 2017: $115,041Net Income 2017: -$19,0362017Revenue 2018: $135,031Expenses 2018: $115,205Net Income 2018: $19,8262018Revenue 2019: $82,940Expenses 2019: $132,475Net Income 2019: -$49,5352019Revenue 2020: $4,894Expenses 2020: $141,600Net Income 2020: -$136,7062020Revenue 2021: $93,411Expenses 2021: $145,909Net Income 2021: -$52,4982021Revenue 2022: $100,008Expenses 2022: $157,998Net Income 2022: -$57,9902022Revenue 2023: $107,748Expenses 2023: $169,951Net Income 2023: -$62,2032023Revenue 2024: $167,717Expenses 2024: $173,204Net Income 2024: -$5,4872024

Highlighted filing

2017

Revenue$96,005
Expenses$115,041
Net Income-$19,036
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2016 to Apr 30, 2017
Signed
Nov 22, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHRISTOPHER R JONESDirectorPT$0--
KIMBERLY S MCELHENIETreasurerPT$0--
KELLY J JONESDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
The Robert a & Shirley J Jones
EIN
38-3427946
Phone
8476910876
Address
700 FOREST AVE, WILMETTE, IL 60091

Signing Officer

Name
Kimberly S Mcelhenie
Title
Treasurer
Phone
8476910876
Signed
2017-11-22
Discuss with paid preparer
Yes

Preparer

Firm
Baird Cotter and Bishop Pc
Address
134 WEST HARRIS, CADILLAC, MI 49601
Preparer
PATRICIA L O'DELL JD MST
Phone
2317759789
Raw XML AppendixShowing 400 of 547 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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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0RAYMOND JAMES
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0RAYMOND JAMES MUTUAL FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1RAYMOND JAMES ETP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2RAYMOND JAMES ALT INV
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SYRINGOMYELIA RESEARCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SPARK CURIOSITY AND CREATIVITY ABOUT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2CHARITABLE DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3CHARITABLE DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4CHARITABLE DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5FUND TRAIL MAINTENANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6REDUCE POVERTY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7CHARITABLE DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8LOW INCOME HEALTHCARE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9SUPPORT ARMED FORCES & FAMILIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10OVARIAN CANCER RESEARCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11REPRODUCTIVE HEALTH CARE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12MUSIC FESTIVAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt13SUPPORT REFUGEES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt14MEDICAL RESEARCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt15PEDIATRIC BRAIN CANCER RESEARCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt16UNIVERSITY SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt17EDUCATIONAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0BOBBY JONES OPEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1DETROIT INSTITUTE OF ARTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2DOOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3ERICKA'S LIGHTHOUSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4FIRST PRESBYTERIAN CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5FOREST HOME TWP GLACIAL HILLS TRAIL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6GIVEDIRECTLY INC 27-1661997
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7GLEANERS COMMUNITY FOOD BANK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8HEARTLAND HEALTH OUTREACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9INTREPID FALLEN HEROS FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10OVARIAN CANCER RESEARCH FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt11PLANNED PARENTHOOD FED OF AMERICA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt12RAVINIA FESTIVAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt13REFUGEE ONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt14ST BALDRICKS FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt15THE CHADTOUGH FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt16UCI FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt17UNIVERSITY OF MICHIGAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt0OF WILMETTE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt7PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt8PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt9PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt10PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt11PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt12PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt13PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt14PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt15PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt16PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt17PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 279
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt15200 WOODWARD AVENUE

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,071,542
Liabilities
$0
Net assets
$2,071,542
Revenue
$96,005
Expenses
$115,041
Net income
-$19,036
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$1.74$0.02$1.73$0.17$0.17$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.74$0.01$1.73$0.11$0.17$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.80$0.01$1.79$0.10$0.16$0.06
2021Detailed filing. Detailed filing data is available for this year.$1.86$0.01$1.85$0.09$0.15$0.05
2020Detailed filing. Detailed filing data is available for this year.$1.91$0.00$1.91$0.00$0.14$0.14
2019Detailed filing. Detailed filing data is available for this year.$2.07$0.03$2.04$0.08$0.13$0.05
2018Detailed filing. Detailed filing data is available for this year.$2.10$0.01$2.09$0.14$0.12$0.02
2017Detailed filing. Detailed filing data is available for this year.$2.07$0.00$2.07$0.10$0.12$0.02
2016Detailed filing. Detailed filing data is available for this year.$2.08$0.00$2.08$0.11$0.12$0.23
2015Detailed filing. Detailed filing data is available for this year.$2.25$0.00$2.30$2.29$0.09$2.20
2014Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$0.10$0.00$0.10
2013Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2012Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00
2010Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • $1M-$5M nonprofits