Civic Intelligence

Dear Jack Foundation Inc.

990 • Fiscal year 2022 • EIN 45-2219082

Jan 01, 2022 to Dec 31, 2022 • Filed on Aug 21, 2023

1840B Littleton BlvdLittleton, CO 80120

(303) 579-7287

Siviq Scores

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

Liabilities / Assets

57th percentile

0.04x

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

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

57th percentile

0.04x

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

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Net Margin

20th percentile

-13%

Higher net margin than 20% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

68th percentile

$50,162

Higher top officer pay than 68% of similar nonprofits.

Top officer pay equals 6.8% of source-year revenue.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Asset Growth

22nd percentile

-9.7%

Faster asset growth than 22% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

77th percentile

47%

Faster revenue growth than 77% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Assets

Down

$787,737

Down $85,055 (-9.7%) from 2021

Net Assets

Down

$757,198

Down $97,771 (-11%) from 2021

Liabilities

Up

$30,539

Up $12,716 (+71%) from 2021

Revenue

Up

$737,328

Up $235,159 (+47%) from 2021

Expenses

Up

$835,099

Up $247,175 (+42%) from 2021

Net Income

Down

-$97,771

Down $12,016 (-14%) from 2021

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

2022

Assets$787,737
Liabilities$30,539
Net Assets$757,198

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

2022

Revenue$737,328
Expenses$835,099
Net Income-$97,771
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Aug 21, 2023
Return Version
2022v5.0
Gross Receipts
$760,013
Mission and Program Overview

Mission

The foundation advocates for and

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
Rtn Earn Endowment Incm Other Fnds$854,969$757,198▼ $97,771
Cash and Non-Interest-Bearing Accounts$518,489$432,477▼ $86,012
Investments Other Securities$353,898$354,702▲ $804
Accounts Receivable$405$558▲ $153
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$872,792$787,737▼ $85,055
Liabilities
Other Liabilities$17,823$30,539▲ $12,716
Total Liabilities$17,823$30,539▲ $12,716
Net Assets / Fund Balance
Total Net Assets Fund Balance$854,969$757,198▼ $97,771
Total Liabilities and Net Assets / Fund Balance$872,792$787,737▼ $85,055

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$0$1,014$1,014
Other Securities$354,702--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Andrea SchwartzExecutive DirectorFT$50,162$50,162
Sonji WilkesExecutive DirectorFT$18,750$18,750

Board Members and Trustees

NameTitle
Steve MitzelBoard Chair, Executive Director
Darren ShamesDirector
Denisse MartinezDirector
Dr Allison RosenthalDirector
Elisa ChinDirector
Jennifer SinayDirector
Justin KingDirector
Steve SmithEmeritus
Andrew McmahonOfficer
Revenue and Support

Revenue Composition

Contributions and Grants
$741,581
Program Service Revenue
$0
Investment Income
$-6,045
Other Revenue
$1,792
All Other Contributions
$666,320
Change in Net Assets
$-97,771
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$554,428
Salaries, Compensation, and Employee Benefits$280,171
Total Fundraising Expense$199,173
Professional Fundraising Fees$500
Grants and Similar Amounts Paid$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$111,211$17,815$49,132$178,158
Current Officers, Directors, Trustees, and Key Employees$17,229$24,120$27,563$68,912
All Other Expenses$10,000$23,263$7,175$40,438
Payroll Taxes$14,819$4,151$7,525$26,495
Other Expenses$151,749$23,498$99,967$23,498
Fees for Services Accounting-$12,468-$12,468
Occupancy-$12,350-$12,350
Office Expenses-$6,770-$6,770
Other Employee Benefits$3,695$1,035$1,876$6,606
Fees for Services Legal-$6,071-$6,071
Advertising--$4,651$4,651
Conferences and Meetings$4,238--$4,238
Travel--$784$784
Fees for Services Professional Fundraising--$500$500
Total Functional Expenses$504,385$131,541$199,173$835,099
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$500
Fundraising Direct Expenses$0
Fundraising Gross Income$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Benefit Events$75,261---
Total Events$75,261---
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Credit Cards Payable$21,572
Due to Mannequin Touring Inc$8,925
Payroll Tax Payable$42
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 35% controlled entity
No
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
1840B LITTLETON BLVD, LITTLETON, CO 80120

Signing Officer

Name
Steve Mitzel
Title
Executive Director
Phone
8608109103
Signed
2023-08-21
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
6
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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IRS990/ProgSrvcAccomActy2Grp/Desc0OUR BREATHE NOW PROGRAM UTILIZES YOGA, MEDITATION AND PSYCHOSOCIAL PROGRAMMING DURING PIVOTAL STAGES OF YOUNG ADULT CANCER SURVIVORSHIP WITH A HOLISTIC FOCUS ADDRESSING THE NEEDS OF THE SURVIVOR AND THEIR PARTNER TO HELP RESTORE BALANCE IN THEIR RELATIONSHIP POST CANCER.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0216708
IRS990/ProgSrvcAccomActy3Grp/Desc0THE CANCER FOR COLLEGE PROGRAM PROVIDES TWO SCHOLARSHIPS FOR STUDENDS PURSUING MUSICAL EDUCATION.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt014281
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0502078
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt091
IRS990/PYOtherExpensesAmt0283362
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-85755
IRS990/PYSalariesCompEmpBnftPaidAmt0304562
IRS990/PYTotalExpensesAmt0587924
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0502169
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-97771
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RoyaltiesRevenueGrp/ExclusionAmt01792
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt01792
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0854969
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0757198
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0666320
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0359410
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0244032
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0209915
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0853637
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt02333314
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/CurrentTaxYearAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/CurrentTaxYearMinus1YearAmt049637
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt049637
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt04967
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt091
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt01739
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt01533
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt08330
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt075261
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt093031
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0392240
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0349731
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0144877
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01055140
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt04967
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt091
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt01739
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt01533
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt08330
IRS990ScheduleA/InvestmentIncomeCYPct00.00240
IRS990ScheduleA/InvestmentIncomePYPct00.00100
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99760
IRS990ScheduleA/PublicSupportPY509Pct00.99900
IRS990ScheduleA/PublicSupportTotal509Amt03438091
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0741581
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0502078
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0636272
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0559646
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0998514
IRS990ScheduleA/Total509Grp/TotalAmt03438091
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0746548
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0502169
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0638011
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0561179
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0998514
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt03446421
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt01014
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt01014
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt021572
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt142
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt28925
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CREDIT CARDS PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1PAYROLL TAX PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2DUE TO MANNEQUIN TOURING INC
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0354702
IRS990ScheduleD/OtherSecuritiesGrp/Desc0CHARLES SCHWAB-1582
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt0354702
IRS990ScheduleD/TotalLiabilityAmt030539
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt075261
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt075261
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BENEFIT EVENTS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt075261
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt075261
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/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0872792
IRS990/TotalAssetsEOYAmt0787737
IRS990/TotalAssetsGrp/BOYAmt0872792
IRS990/TotalAssetsGrp/EOYAmt0787737

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