Civic Intelligence

Rick L and Vicki L James Foundation Inc

990PF • Fiscal year 2017 • EIN 45-2195649

Jan 01, 2017 to Dec 31, 2017 • Filed on May 15, 2018

112 Cedar StreetAuburn, IN 46706

(260) 333-7500

Siviq Scores

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

Liabilities / Assets

9th percentile

0.00x

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

2017 filings • $25M-$50M nonprofits • Source year 2017

Liabilities / Revenue

9th percentile

0.00x

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

2017 filings • $25M-$50M nonprofits • Source year 2017

Net Margin

95th percentile

75%

Higher net margin than 95% of similar nonprofits.

2017 filings • $25M-$50M nonprofits • Source year 2017

Top Officer Pay

34th percentile

$150,971

Higher top officer pay than 34% of similar nonprofits.

Top officer pay equals 0.6% of source-year revenue.

2017 filings • $25M-$50M nonprofits • Source year 2017

Asset Growth

97th percentile

78%

Faster asset growth than 97% of similar nonprofits.

2017 filings • $25M-$50M nonprofits • Annualized from 2016 to 2017

Revenue Growth

93rd percentile

125%

Faster revenue growth than 93% of similar nonprofits.

2017 filings • $25M-$50M nonprofits • Annualized from 2016 to 2017

Assets

Up

$40,190,620

Up $17,552,324 (+78%) from 2016

Net Assets

Up

$40,190,620

Up $17,552,324 (+78%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$23,375,338

Up $13,002,027 (+125%) from 2016

Expenses

Up

$5,823,014

Up $392,986 (+7.2%) from 2016

Net Income

Up

$17,552,324

Up $12,609,041 (+255%) from 2016

Historical Trend

Balance Sheet Trend

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

$60M$40M$20M$0Assets 2011: $1,103,981Liabilities 2011: $02011Assets 2012: $1,317,322Liabilities 2012: $02012Assets 2013: $1,056,992Liabilities 2013: $02013Assets 2014: $13,028,240Liabilities 2014: $02014Assets 2015: $17,977,390Liabilities 2015: $02015Assets 2016: $22,638,296Liabilities 2016: $0Net Assets 2016: $22,638,2962016Assets 2017: $40,190,620Liabilities 2017: $0Net Assets 2017: $40,190,6202017Assets 2018: $29,388,604Liabilities 2018: $0Net Assets 2018: $29,388,6042018Assets 2019: $26,437,594Liabilities 2019: $0Net Assets 2019: $26,437,5942019Assets 2020: $21,968,274Liabilities 2020: $0Net Assets 2020: $21,968,2742020Assets 2021: $25,124,851Liabilities 2021: $0Net Assets 2021: $25,124,8512021Assets 2022: $17,458,781Liabilities 2022: $0Net Assets 2022: $17,458,7812022Assets 2023: $17,335,518Liabilities 2023: $0Net Assets 2023: $17,335,5182023Assets 2024: $13,736,313Liabilities 2024: $0Net Assets 2024: $13,736,3132024

Highlighted filing

2017

Assets$40,190,620
Liabilities$0
Net Assets$40,190,620

Operations Trend

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

$30M$20M$10M$0-$10M-$20MRevenue 2011: $1,105,133Expenses 2011: $953Net Income 2011: $1,104,1802011Revenue 2012: $2,028,651Expenses 2012: $1,915,907Net Income 2012: $112,7442012Revenue 2013: $3,076,610Expenses 2013: $3,336,940Net Income 2013: -$260,3302013Revenue 2014: $15,113,019Expenses 2014: $3,141,771Net Income 2014: $11,971,2482014Revenue 2015: $13,563,228Expenses 2015: $8,669,821Net Income 2015: $4,893,4072015Revenue 2016: $10,373,311Expenses 2016: $5,430,028Net Income 2016: $4,943,2832016Revenue 2017: $23,375,338Expenses 2017: $5,823,014Net Income 2017: $17,552,3242017Revenue 2018: $1,581,634Expenses 2018: $12,383,650Net Income 2018: -$10,802,0162018Revenue 2019: $1,178,373Expenses 2019: $4,129,383Net Income 2019: -$2,951,0102019Revenue 2020: $1,284,753Expenses 2020: $5,754,073Net Income 2020: -$4,469,3202020Revenue 2021: $8,679,657Expenses 2021: $5,566,678Net Income 2021: $3,112,9792021Revenue 2022: $3,575,719Expenses 2022: $11,241,789Net Income 2022: -$7,666,0702022Revenue 2023: $11,721,561Expenses 2023: $11,844,824Net Income 2023: -$123,2632023Revenue 2024: $8,520,983Expenses 2024: $12,120,188Net Income 2024: -$3,599,2052024

Highlighted filing

2017

Revenue$23,375,338
Expenses$5,823,014
Net Income$17,552,324
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 15, 2018
Return Version
2017v2.3
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DONALD BUDDExecutive DirectorFT$142,500$8,471$150,971
KENDRA KLINKAssociate DirectorFT$76,875$2,182$79,057
VICKI JAMESPresident-$0--
JEFFREY TURNERSecretary-$0--
STEPHANIE FOOTEVice President-$0--
RICK JAMESDirector-$0--
MATT FETTERDirector-$0--
JESSICA BUSSDirector-$0--
Filing and Contact Details

Filer

Filer Name
The James Foundation Inc
EIN
45-2195649
In Care Of
% JEFFREY TURNER
Phone
2603337500
Address
112 CEDAR STREET, AUBURN, IN 46706

Signing Officer

Name
Rick James
Title
Director
Phone
2603337500
Signed
2018-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Bkd Llp
Address
200 E Main St Suite 700, Fort Wayne, IN 46802
Preparer
Joyce A Dulworth
Phone
2604604000
Raw XML AppendixShowing 400 of 829 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/TitleTxt3VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6DIRECTOR
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IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0http://www.thejamesfoundation.org/
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0PLEASE VISIT WWW.THEJAMESFOUNDATION.ORG TO DOWNLOAD AND FILL OUT THE JAMES FOUNDATION PRELIMINARY GRANT APPLICATION.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0THE JAMES FOUNDATION INC
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum02603330068
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 606
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IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0RICK AND VICKI JAMES
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IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt3PROGRAM SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt4PROGRAM SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt5PROGRAM SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt6PROGRAM SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt7PROGRAM SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt8PROGRAM SUPPORT
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IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt13PROGRAM SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt14PROGRAM SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt0ECKHART PUBLIC LIBRARY
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt1NATIONAL PARK FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt2TRINE UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt3BOOMERANG BACKPACKS
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt4JUNIOR ACHIEVEMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt5YMCA ENDOWMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt6FORT WAYNE CHILDREN'S ZOO
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt7BOYS & GIRLS CLUB
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt8DEKALB CENTRAL SCHOOLS
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt9A MOTHER'S HOPE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt10FORT WAYNE RESCUE MISSION
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt11CANCER SERVICES OF NORTHEAST INDIANA
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt12HABITAT FOR HUMANITY OF NORTHEAST INDIANA
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt13HOOSIERS FEEDING THE HUNGRY
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt14BRANDON FOUNDATION
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IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt4PC
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IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt7NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt8NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt9NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt10NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt11NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt12NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt13NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt14NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt0212 WEST 12TH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt11110 VERMONT AVE NW
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt2ONE UNIVERSITY AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt34616 EAST DUPONT ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt4601 NOBLE DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt5533 NORTH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt63411 SHERMAN BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt72609 FAIRFIELD AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt8PRE-SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt95322 N CLINTON STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt10301 W SUPERIOR STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt116316 MUTUAL DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt12101 N MAIN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt134490 A STATE ROAD 32
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt145411 ARGIANO CROSSING
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine2Txt0SUITE 200
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine2Txt1SUITE C
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine2Txt23326 COUNTY ROAD 427
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm0AUBURN
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm1WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm2ANGOLA
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm3FORT WAYNE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm4FORT WAYNE

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$13.7$0.00$13.7$8.52$12.1$3.60
2023Detailed filing. Detailed filing data is available for this year.$17.3$0.00$17.3$11.7$11.8$0.12
2022Detailed filing. Detailed filing data is available for this year.$17.5$0.00$17.5$3.58$11.2$7.67
2021Detailed filing. Detailed filing data is available for this year.$25.1$0.00$25.1$8.68$5.57$3.11
2020Detailed filing. Detailed filing data is available for this year.$22.0$0.00$22.0$1.28$5.75$4.47
2019Detailed filing. Detailed filing data is available for this year.$26.4$0.00$26.4$1.18$4.13$2.95
2018Detailed filing. Detailed filing data is available for this year.$29.4$0.00$29.4$1.58$12.4$10.8
2017Detailed filing. Detailed filing data is available for this year.$40.2$0.00$40.2$23.4$5.82$17.6
2016Detailed filing. Detailed filing data is available for this year.$22.6$0.00$22.6$10.4$5.43$4.94
2015Summary only. Only limited summary data is available for this year.$18.0$0.00$13.6$8.67$4.89
2014Summary only. Only limited summary data is available for this year.$13.0$0.00$15.1$3.14$12.0
2013Summary only. Only limited summary data is available for this year.$1.06$0.00$3.08$3.34$0.26
2012Summary only. Only limited summary data is available for this year.$1.32$0.00$2.03$1.92$0.11
2011Summary only. Only limited summary data is available for this year.$1.10$0.00$1.11$0.00$1.10