Civic Intelligence

Dear Jack Foundation Inc.

990 • Fiscal year 2017 • EIN 45-2219082

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 14, 2018

1014 S Jason StreetDenver, CO 80223

(303) 579-7287

Siviq Scores

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

Liabilities / Assets

52nd percentile

0.04x

Higher debt load relative to assets than 52% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

57th percentile

0.06x

Higher debt load relative to revenue than 57% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

77th percentile

20%

Higher net margin than 77% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

78th percentile

$73,172

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 13.6% of source-year revenue.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

80th percentile

23%

Faster asset growth than 80% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

66th percentile

15%

Faster revenue growth than 66% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Assets

Up

$673,009

Up $126,812 (+23%) from 2016

Net Assets

Up

$643,026

Up $99,011 (+18%) from 2016

Liabilities

Up

$29,983

Up $27,801 (+1274%) from 2016

Revenue

Up

$538,624

Up $69,838 (+15%) from 2016

Expenses

Up

$430,113

Up $120,024 (+39%) from 2016

Net Income

Down

$108,511

Down $50,186 (-32%) from 2016

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2012: $228,336Liabilities 2012: $134,101Net Assets 2012: $94,2352012Assets 2013: $305,392Liabilities 2013: $1,000Net Assets 2013: $304,3922013Assets 2014: $373,277Liabilities 2014: $0Net Assets 2014: $373,2772014Assets 2015: $472,645Liabilities 2015: $5Net Assets 2015: $472,6402015Assets 2016: $546,197Liabilities 2016: $2,182Net Assets 2016: $544,0152016Assets 2017: $673,009Liabilities 2017: $29,983Net Assets 2017: $643,0262017Assets 2018: $861,938Liabilities 2018: $18,019Net Assets 2018: $843,9192018Assets 2019: $814,204Liabilities 2019: $0Net Assets 2019: $814,2042019Assets 2020: $940,724Liabilities 2020: $0Net Assets 2020: $940,7242020Assets 2021: $872,792Liabilities 2021: $17,823Net Assets 2021: $854,9692021Assets 2022: $787,737Liabilities 2022: $30,539Net Assets 2022: $757,1982022Assets 2023: $645,254Liabilities 2023: $27,123Net Assets 2023: $618,1312023Assets 2024: $798,530Liabilities 2024: $79,890Net Assets 2024: $718,6402024

Highlighted filing

2017

Assets$673,009
Liabilities$29,983
Net Assets$643,026

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2012: $175,934Expenses 2012: $81,699Net Income 2012: $94,2352012Revenue 2013: $200,933Expenses 2013: $123,880Net Income 2013: $77,0532013Revenue 2014: $112,446Expenses 2014: $43,561Net Income 2014: $68,8852014Revenue 2015: $219,548Expenses 2015: $120,180Net Income 2015: $99,3682015Revenue 2016: $468,786Expenses 2016: $310,089Net Income 2016: $158,6972016Revenue 2017: $538,624Expenses 2017: $430,113Net Income 2017: $108,5112017Revenue 2018: $998,514Expenses 2018: $797,621Net Income 2018: $200,8932018Revenue 2019: $561,179Expenses 2019: $590,894Net Income 2019: -$29,7152019Revenue 2020: $638,011Expenses 2020: $511,491Net Income 2020: $126,5202020Revenue 2021: $502,169Expenses 2021: $587,924Net Income 2021: -$85,7552021Revenue 2022: $737,328Expenses 2022: $835,099Net Income 2022: -$97,7712022Revenue 2023: $714,676Expenses 2023: $853,749Net Income 2023: -$139,0732023Revenue 2024: $929,290Expenses 2024: $828,729Net Income 2024: $100,5612024

Highlighted filing

2017

Revenue$538,624
Expenses$430,113
Net Income$108,511
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 14, 2018
Return Version
2017v2.3
Gross Receipts
$538,624
Mission and Program Overview

Mission

The dear jack foundation provides impactful programs benefiting adolescents and young adults (aya) diagnosed with cancer and their families to improve their quality of life from treatment to survivorship. Through programs and strategic partnerships, dear jack addresses the physical and emotional needs of aya cancer patients, survivors and their families. One-on-one patient support and wellness programs allow the dear jack foundation to empower patients, survivors and their caregivers in their healing and to provide assurance that they are not alone in their cancer journey.

The foundation advocates for and supports initiatives that directly benefit adolescents and young adults diagnosed with cancer. We support organizations which recognize the unique challenges the aya community faces, during and post treatment.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$509,969$672,994▲ $163,025
Rtn Earn Endowment Incm Other Fnds$544,015$643,026▲ $99,011
Prepaid Expenses and Deferred Charges$26,713--
Pledges and Grants Receivable$9,500--
Savings and Temporary Cash Investments$15$15→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$546,197$673,009▲ $126,812
Liabilities
Accounts Payable and Accrued Expenses-$29,983-
Other Liabilities$2,182$0▼ $2,182
Total Liabilities$2,182$29,983▲ $27,801
Net Assets / Fund Balance
Total Net Assets Fund Balance$544,015$643,026▲ $99,011
Total Liabilities and Net Assets / Fund Balance$546,197$673,009▲ $126,812
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Andrea SchwartzExecutive DirectorFT$73,172$73,172

Board Members and Trustees

NameTitle
Steve SmithBoard Chair
Darren ShamesDirector
Dr Allison RosenthalDirector
Elisa ChinDirector
Steve MitzelDirector
Andrew McmahonOfficer
Revenue and Support

Revenue Composition

Contributions and Grants
$531,864
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$6,760
All Other Contributions
$371,199
Change in Net Assets
$108,511
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$234,664
Salaries, Compensation, and Employee Benefits$155,449
Total Fundraising Expense$48,112
Grants and Similar Amounts Paid$40,000
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$78,914--$78,914
Current Officers, Directors, Trustees, and Key Employees-$73,172-$73,172
Other Salaries and Wages$70,558--$70,558
Grants to Domestic Orgs$40,000--$40,000
Advertising$27,574--$27,574
Fees for Services Other$509$13,544$3,600$17,653
Payroll Taxes$5,397$6,322-$11,719
Travel-$10,199-$10,199
All Other Expenses$666$8,290$225$9,181
Other Expenses-$6,405$643$7,048
Occupancy-$3,500-$3,500
Office Expenses-$1,226$1,535$2,761
Information Technology-$2,391-$2,391
Fees for Services Accounting-$171-$171
Total Functional Expenses$223,618$158,383$48,112$430,113
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
First DescentsDenver, CO-Support for Camp Experiences for Children With Serious Health Challenges.$25,000
Love Hope Strength FoundationDenver, CO-Support for Marrow Donors$15,000
Cancer for CollegeTemecuela, CA-Support College Scholarships-
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Benefit Shows$160,665---
Total Events$160,665---
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

Form 990 is reviewed by the governing body prior to filing

Form 990, Part VI, Section B, Line 12C

Conflict of interest disclosures are completed annually

Form 990, Part VI, Section C, Line 18

AVAILABLE UPON REQUEST

Form 990, Part VI, Section C, Line 19

AVAILABLE UPON REQUEST

Filing and Contact Details

Filer

Filer Name
Dear Jack Foundation Inc
EIN
45-2219082
Phone
3035797287
Address
1014 S JASON STREET, DENVER, CO 80223

Signing Officer

Name
Andrea Schwartz
Title
Executive Director
Phone
3035797287
Signed
2018-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Andrew Mcmahon
Formed
2011
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
7
Employees
3
Volunteers
0

Preparer

Firm
Zeisler Zeisler Rawson & Johnson Llp
Address
901 A STREET SUITE C, SAN RAFAEL, CA 94901-3025
Preparer
Jeff Johnson
Phone
4154511703
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IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt03537
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0167425
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt07076
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0534
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt063495
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0150756
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0389286
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt03537
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt03537
IRS990ScheduleA/InvestmentIncomeCYPct00.00230
IRS990ScheduleA/InvestmentIncomePYPct00.00300
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99770
IRS990ScheduleA/PublicSupportPY509Pct00.99700
IRS990ScheduleA/PublicSupportTotal509Amt01542748
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0538624
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0465248
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0219548
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0118395
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0200933
IRS990ScheduleA/Total509Grp/TotalAmt01542748
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0538624
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0468785
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0219548
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0118395
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0200933
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01546285
IRS990/ScheduleBRequiredInd01
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt0160665
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt0160665
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BENEFIT SHOWS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0160665
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0160665
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt015000
IRS990ScheduleI/RecipientTable/CashGrantAmt125000
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SUPPORT FOR MARROW DONORS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1SUPPORT FOR CAMP EXPERIENCES FOR CHILDREN WITH SERIOUS HEALTH CHALLENGES.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2SUPPORT COLLEGE SCHOLARSHIPS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0LOVE HOPE STRENGTH FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1FIRST DESCENTS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2CANCER FOR COLLEGE
IRS990ScheduleI/RecipientTable/RecipientEIN0260528852
IRS990ScheduleI/RecipientTable/RecipientEIN1810539964
IRS990ScheduleI/RecipientTable/RecipientEIN2931144756
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01014 S JASON ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt13001 BRIGHTON BLVD SUITE 623
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt228465 OLD TOWN FRONT ST SUITE 315
IRS990ScheduleI/RecipientTable/USAddress/CityNm0DENVER
IRS990ScheduleI/RecipientTable/USAddress/CityNm1DENVER
IRS990ScheduleI/RecipientTable/USAddress/CityNm2TEMECUELA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CO
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1CO
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd080223
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd180216
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd292590
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS REVIEWED BY THE GOVERNING BODY PRIOR TO FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CONFLICT OF INTEREST DISCLOSURES ARE COMPLETED ANNUALLY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/StatesWhereCopyOfReturnIsFldCd1CO
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0546197
IRS990/TotalAssetsEOYAmt0673009
IRS990/TotalAssetsGrp/BOYAmt0546197
IRS990/TotalAssetsGrp/EOYAmt0673009
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0531864
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt048112
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0158383
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0223618
IRS990/TotalFunctionalExpensesGrp/TotalAmt0430113
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02182
IRS990/TotalLiabilitiesEOYAmt029983
IRS990/TotalLiabilitiesGrp/BOYAmt02182
IRS990/TotalLiabilitiesGrp/EOYAmt029983
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0544015
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0643026
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0223618
IRS990/TotalReportableCompFromOrgAmt073172
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt06760
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0538624
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0546197
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0673009
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt010199
IRS990/TravelGrp/TotalAmt010199
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0C/O ZZRJ 901 A STREET STE C
IRS990/USAddress/CityNm0SAN RAFAEL
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094901
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0WWW.DEARJACKFOUNDATION.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ANDREA SCHWARTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum03035797287
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DEAR JACK FOUNDATION INC

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