Civic Intelligence

Jlh Foundation

990PF • Fiscal year 2018 • EIN 42-1692014

Jan 01, 2018 to Dec 31, 2018 • Filed on May 09, 2019

Organization Profile
352 Deepwood RoadBarrington, IL 60010

(312) 444-9300

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

98th percentile

97%

Higher net margin than 98% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

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.

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

82nd percentile

17%

Faster asset growth than 82% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

57th percentile

6.9%

Faster revenue growth than 57% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$1,644,019

Up $236,891 (+17%) from 2017

Net Assets

Up

$1,644,019

Up $236,891 (+17%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin98th percentile

Revenue

Up

$244,620

Up $15,771 (+6.9%) from 2017

Expenses

Up

$7,729

Up $2,586 (+50%) from 2017

Net Income

Up

$236,891

Up $13,185 (+5.9%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth82nd percentile

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

$15M$10M$5.0M$0Assets 2011: $696,221Liabilities 2011: $02011Assets 2012: $598,753Liabilities 2012: $02012Assets 2013: $615,337Liabilities 2013: $0Net Assets 2013: $615,3372013Assets 2014: $841,038Liabilities 2014: $0Net Assets 2014: $841,0382014Assets 2015: $958,380Liabilities 2015: $0Net Assets 2015: $958,3802015Assets 2016: $1,183,422Liabilities 2016: $0Net Assets 2016: $1,183,4222016Assets 2017: $1,407,128Liabilities 2017: $0Net Assets 2017: $1,407,1282017Assets 2018: $1,644,019Liabilities 2018: $0Net Assets 2018: $1,644,0192018Assets 2019: $1,853,776Liabilities 2019: $0Net Assets 2019: $1,853,7762019Assets 2020: $2,084,737Liabilities 2020: $0Net Assets 2020: $2,084,7372020Assets 2021: $10,544,822Liabilities 2021: $0Net Assets 2021: $10,544,8222021Assets 2022: $9,404,670Liabilities 2022: $0Net Assets 2022: $9,404,6702022Assets 2023: $10,804,381Liabilities 2023: $0Net Assets 2023: $10,804,3812023Assets 2024: $8,467,235Liabilities 2024: $0Net Assets 2024: $8,467,2352024

Highlighted filing

2018

Assets$1,644,019
Liabilities$0
Net Assets$1,644,019
Open 2018 Filing

Operations Trend

Revenue Growth57th percentile

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

$10M$5.0M$0-$5.0MRevenue 2011: $217,161Expenses 2011: $2,971Net Income 2011: $214,1902011Revenue 2012: $105,122Expenses 2012: $202,590Net Income 2012: -$97,4682012Revenue 2013: $220,232Expenses 2013: $203,648Net Income 2013: $16,5842013Revenue 2014: $232,667Expenses 2014: $6,966Net Income 2014: $225,7012014Revenue 2015: $222,179Expenses 2015: $104,837Net Income 2015: $117,3422015Revenue 2016: $230,108Expenses 2016: $5,066Net Income 2016: $225,0422016Revenue 2017: $228,849Expenses 2017: $5,143Net Income 2017: $223,7062017Revenue 2018: $244,620Expenses 2018: $7,729Net Income 2018: $236,8912018Revenue 2019: $218,759Expenses 2019: $9,002Net Income 2019: $209,7572019Revenue 2020: $250,640Expenses 2020: $19,679Net Income 2020: $230,9612020Revenue 2021: $8,869,823Expenses 2021: $409,738Net Income 2021: $8,460,0852021Revenue 2022: $270,387Expenses 2022: $1,077,578Net Income 2022: -$807,1912022Revenue 2023: $678,385Expenses 2023: $670,932Net Income 2023: $7,4532023Revenue 2024: -$51,538Expenses 2024: $819,509Net Income 2024: -$871,0472024

Highlighted filing

2018

Revenue$244,620
Expenses$7,729
Net Income$236,891
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 9, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jerry L HaydenPresident-$0--
Marilyn J HaydenSecretary-$0--
Douglas HaydenVice President-$0--
Stephen M MargolinDirector-$0--
Filing and Contact Details

Filer

Filer Name
JLH Foundation
EIN
42-1692014
Address
352 Deepwood Road, Barrington, IL 60010

Signing Officer

Name
Jerry L Hayden
Title
President
Signed
2019-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Chuhak & Tecson
Address
30 South Wacker Drive 26th Floor, Chicago, IL 60606-7413
Preparer
David B Shiner
Phone
3124449300
Raw XML Appendix316 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Jerry L Hayden
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Marilyn J Hayden
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Douglas Hayden
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Stephen M Margolin
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IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt030 S Wacker Dr 2600
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Chicago
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd060606
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Stephen M Margolin
IRS990PF/StatementsRegardingActyGrp/PhoneNum03124449300
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0Jerry L Hayden
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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/AppliedToCurrentYearAmt07729
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt062678
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt054949
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt066094
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt072285
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt054949
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt017336
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt066094
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt066094
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt07729
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt083430
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0138379
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Jerry L Hayden CLAT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0352 Deepwood Road
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Barrington
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0IL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd060010
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0200000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0135656
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0Marketable securities
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02018-11-09
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt07270
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Northern Trust investment fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt07270
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt07270
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt07270
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt0459
TaxesSchedule/TaxesDetail/Amt0459
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign taxes
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0459
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0459
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jerry L Hayden
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JLH Foundation
ReturnHeader/Filer/BusinessNameControlTxt0JLHF
ReturnHeader/Filer/EIN0421692014
ReturnHeader/Filer/USAddress/AddressLine1Txt0352 Deepwood Road
ReturnHeader/Filer/USAddress/CityNm0Barrington
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060010
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0363502641
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Chuhak & Tecson
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt030 South Wacker Drive 26th Floor
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Chicago
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0606067413
ReturnHeader/PreparerPersonGrp/PhoneNum03124449300
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0David B Shiner
ReturnHeader/ReturnTs02019-05-09T07:27:09-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,644,019
Liabilities
$0
Net assets
$1,644,019
Revenue
$244,620
Expenses
$7,729
Net income
$236,891
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.47$0.00$8.47$0.05$0.82$0.87
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.8$0.00$10.8$0.68$0.67$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.40$0.00$9.40$0.27$1.08$0.81
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.5$0.00$10.5$8.87$0.41$8.46
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.08$0.00$2.08$0.25$0.02$0.23
2019Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$0.22$0.01$0.21
2018Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.24$0.01$0.24
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.41$0.00$1.41$0.23$0.01$0.22
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.18$0.00$1.18$0.23$0.01$0.23
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.96$0.00$0.96$0.22$0.10$0.12
2014Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.23$0.01$0.23
2013Detailed filing. Detailed filing data is available for this year.$0.62$0.00$0.62$0.22$0.20$0.02
2012Summary only. Only limited summary data is available for this year.$0.60$0.00$0.11$0.20$0.10
2011Summary only. Only limited summary data is available for this year.$0.70$0.00$0.22$0.00$0.21