Civic Intelligence

The Robert a & Shirley J Jones Foundation

EIN 38-3427946 • Wilmette, IL

Refreshing map…

700 Forest AveWilmette, IL 60091
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

45th percentile

0.01x

Higher debt load relative to assets than 45% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

63rd percentile

0.10x

Higher debt load relative to revenue than 63% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Net Margin

32nd percentile

-3.3%

Higher net margin than 32% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

$1M-$5M nonprofits • Source year 2025

Asset Growth

41st percentile

0.4%

Faster asset growth than 41% of similar nonprofits.

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

Revenue Growth

80th percentile

56%

Faster revenue growth than 80% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets45th percentile

Using 2024 Form 990PF data because the latest 2025 filing does not report standard financial totals.

Assets

Up

$1,743,949

Up $6,513 (+0.4%) from 2023

Liabilities

Up

$17,000

Up $12,000 (+240%) from 2023

Net Assets

Down

$1,726,949

Down $5,487 (-0.3%) from 2023

Operations
Liabilities / Revenue63rd percentileNet Margin32nd percentile

Revenue

Up

$167,717

Up $59,969 (+56%) from 2023

Expenses

Up

$173,204

Up $3,253 (+1.9%) from 2023

Net Income

Up

-$5,487

Up $56,716 (+91%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth41st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$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

Latest loaded filing

2024

Assets$1,743,949
Liabilities$17,000
Net Assets$1,726,949
Open 2024 Filing

Operations Trend

Revenue Growth80th percentile

Revenue, expenses, and net income by year, with the latest 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

Latest loaded filing

2024

Revenue$167,717
Expenses$173,204
Net Income-$5,487
Open 2024 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
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
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
May 1, 2024 to Apr 30, 2025
Signed
Mar 8, 2026
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kimberly S McElhenieTreasurerPT$0--
Kelly J JonesDirector-$0--
Christopher R JonesDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-Help with Homelessness from Covid 19PCEvanston, IL, US$20,000
Paid Grant-Stock Food Shelves for HungryPCWilmette, IL, US$15,000
Paid Grant-Protect Treasured Landscapes in USPCWashington, DC, US$9,000
Paid Grant-Provide Food in the Jhannesburg MI SchoolsPCLewiston, MI, US$8,000
Paid Grant-Prevent Child Abuse and NeglectPCPontiac, MI, US$7,500
Paid Grant-Relief AidPCBoone, NC, US$6,850
Paid Grant-connect with healthy food and solutionsPCChicago, IL, US$6,000
Paid Grant-Making Music assessible to allPCHighland Park, IL, US$5,000
Paid Grant-Donation for Food for Food BankPCDetroit, MI, US$5,000
Paid Grant-Help Refugees build lives in the Chicago AreaPCChicago, IL, US$5,000
Paid Grant-Support for the Zoo and the Zoo animalsPCNaples, FL, US$5,000
Paid Grant-Provide safe housing & counseling to abused familiPCPetoskey, MI, US$5,000
Paid Grant-Humanitarian ReliefPCGoleta, CA, US$5,000
Paid Grant-Research for Frontotemporal DegenerationPCKing Of Prussia, PA, US$3,000
Paid Grant-Poverty and HomelessnessPCChicago, IL, US$3,000
Paid Grant-Trail Maintenance for public usePCBellaire, MI, US$3,000
Paid Grant-Provide early learning and child care programsPCItasca, IL, US$3,000
Paid Grant-to end homelessness for womenPCChicago, IL, US$3,000
Paid Grant-To support the living museum and connect with planPCGlencoe, IL, US$3,000
Paid Grant-Provide meals for people suffering with CancerPCChicago, IL, US$2,500
Paid Grant-Provide performing arts experiencesPCNorthbrook, IL, US$2,500
Paid Grant-Syringomyelia ResearchPCBloomington, IN, US$2,000
Paid Grant-Medical ResourcePCMonrovia, CA, US$2,000
Paid Grant-A theatre company for the artsPCEvanston, IL, US$2,000
Paid Grant-Access to Addiction TreatmentPCOrtonville, MI, US$2,000
Paid Grant-support higher educationPCIrvine, CA, US$2,000
Paid Grant-Education and awareness of adolescent depressionPCWinnetka, IL, US$1,000
Paid Grant-Support Biological DiversityPCNaples, FL, US$650
Filing and Contact Details

Filer

Filer Name
The Robert a and Shirley J Jones Foundation
EIN
38-3427946
In Care Of
% Kimberly S McElhenie
Phone
8476910876
Address
700 FOREST AVE, Wilmette, IL 60091

Signing Officer

Name
Kimberly S Mcelhenie
Title
Treasurer
Phone
8476910876
Signed
2026-03-08
Discuss with paid preparer
No

Preparer

Firm
ODell Law Firm PLLC
Address
18602 18 Mile Rd, Leroy, MI 49655
Preparer
PATRICIA L O'DELL
Phone
2488958288
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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/PersonNm1Kelly J Jones
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Christopher R Jones
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1961 Milford St
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt26510 Rseberry Cir
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt266850
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt272500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Support Biological Diversity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Making Music assessible to all
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Donation for Food for Food Bank
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3Research for Frontotemporal Degeneration
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4Syringomyelia Research
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5Prevent Child Abuse and Neglect
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6Provide Food in the Jhannesburg MI Schools
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7Help with Homelessness from Covid 19
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8Medical Resource
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9Help Refugees build lives in the Chicago Area
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10Education and awareness of adolescent depression
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11Poverty and Homelessness
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12A theatre company for the arts
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt13Trail Maintenance for public use
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt14Stock Food Shelves for Hungry
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt15Support for the Zoo and the Zoo animals
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt16Access to Addiction Treatment
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt17Provide safe housing & counseling to abused famili
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt18Provide early learning and child care programs
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt19support higher education
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt20to end homelessness for women
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt21To support the living museum and connect with plan
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt22connect with healthy food and solutions
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt23Humanitarian Relief
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt24Protect Treasured Landscapes in US
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt25Provide meals for people suffering with Cancer
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt26Relief Aid
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt27Provide performing arts experiences
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt20PC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt23PC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt25PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt26PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt27PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Naples Botanic Gardens
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Ravinia Festival
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2Gleaners Food Bank
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3Association for Frontotemporal Dege
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4Bobby Jones Open
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5Care House of Oakland County
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6Community Sharing Program
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm7Connections for the Homeless
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm8St Baldricks Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm9Refugee One
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm10Erickas Lighthouse
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm11Inspiration Kitchen
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm12Mudlark Theatre Company
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm13Forest Home Township Glacial Hills
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm14First Presbyterian Church
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm15Naples Zoo
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm16Unite to Face Adiction - Michigan
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm17Womens Resource Center of NMI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm18Start Early
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm19University of California Irvine
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm20Sarahs Circle
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm21Chicago Botanic Garden
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm22Greater Chicago Food Depository
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm23Direct Relief
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm24National Park Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm25Culinary Care
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm26Samaritans Purse
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm27Special Gifts Theatre
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt04820 Bayshore Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1418 Sheridan Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt22131 Beaufait
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt32700 Horizon Dr
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4PO Box 279
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt544765 Woodward Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6PO Box 796
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt72121 Dewey
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt81333 S Mayflower Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt96008 N California Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt10897 12 Green Bay Rd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt114554 N Broadway
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt121417 Hinman Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt13PO Box 317
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt14600 8th Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt151590 Goolette Frank Rd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt162468 Allen Road

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