Civic Intelligence

Jounce Partners Inc

EIN 45-2299437 • 501(c)3 • Philadelphia, PA

Profile

Jounce's mission is to accelerate learning for students in high-need schools.

2112 Lombard StPhiladelphia, PA 19146

www.jouncepartners.org

Siviq Scores

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

Liabilities / Assets

80th percentile

0.42x

Higher debt load relative to assets than 80% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

63rd percentile

0.17x

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

57th percentile

7.8%

Higher net margin than 57% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

95th percentile

106%

Faster asset growth than 95% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2025

Revenue Growth

69th percentile

20%

Faster revenue growth than 69% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2025

Balance Sheet
Liabilities / Assets80th percentile

Assets

Up

$1,259,084

Up $1,048,134 (+497%) from 2024

Liabilities

Up

$532,467

Up $267,543 (+101%) from 2024

Net Assets

Up

$726,617

Up $780,591 (+1446%) from 2024

Operations
Liabilities / Revenue63rd percentileNet Margin57th percentile

Revenue

Up

$3,089,117

Up $750,371 (+32%) from 2024

Expenses

Up

$2,846,720

Up $128,297 (+4.7%) from 2024

Net Income

Up

$242,397

Up $622,074 (+164%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth95th percentile

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

$1.5M$1.0M$500K$0-$500KAssets 2012: $29,810Liabilities 2012: $02012Assets 2013: $15,466Liabilities 2013: $02013Assets 2014: $18,838Liabilities 2014: $02014Assets 2015: $28,140Liabilities 2015: $02015Assets 2016: $81,836Liabilities 2016: $0Net Assets 2016: $81,8362016Assets 2017: $60,797Liabilities 2017: $0Net Assets 2017: $60,7972017Assets 2018: $135,926Liabilities 2018: $0Net Assets 2018: $135,9262018Assets 2019: $130,684Liabilities 2019: $80,000Net Assets 2019: $50,6842019Assets 2020: $510,521Liabilities 2020: $223,598Net Assets 2020: $286,9232020Assets 2021: $614,361Liabilities 2021: $227,028Net Assets 2021: $387,3332021Assets 2022: $484,905Liabilities 2022: $0Net Assets 2022: $484,9052022Assets 2023: $325,703Liabilities 2023: $0Net Assets 2023: $325,7032023Assets 2024: $210,950Liabilities 2024: $264,924Net Assets 2024: -$53,9742024Assets 2025: $1,259,084Liabilities 2025: $532,467Net Assets 2025: $726,6172025

Highlighted filing

2025

Assets$1,259,084
Liabilities$532,467
Net Assets$726,617
Open 2025 Filing

Operations Trend

Revenue Growth69th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2012: $146,494Expenses 2012: $116,684Net Income 2012: $29,8102012Revenue 2013: $148,101Expenses 2013: $162,445Net Income 2013: -$14,3442013Revenue 2014: $167,314Expenses 2014: $163,942Net Income 2014: $3,3722014Revenue 2015: $150,683Expenses 2015: $141,380Net Income 2015: $9,3032015Revenue 2016: $331,247Expenses 2016: $277,551Net Income 2016: $53,6962016Revenue 2017: $498,872Expenses 2017: $376,729Net Income 2017: $122,1432017Revenue 2018: $1,481,771Expenses 2018: $1,052,312Net Income 2018: $429,4592018Revenue 2019: $1,131,185Expenses 2019: $1,136,427Net Income 2019: -$5,2422019Revenue 2020: $1,600,210Expenses 2020: $1,510,176Net Income 2020: $90,0342020Revenue 2021: $1,541,905Expenses 2021: $1,441,495Net Income 2021: $100,4102021Revenue 2022: $2,023,453Expenses 2022: $1,925,881Net Income 2022: $97,5722022Revenue 2023: $2,156,396Expenses 2023: $2,315,598Net Income 2023: -$159,2022023Revenue 2024: $2,338,746Expenses 2024: $2,718,423Net Income 2024: -$379,6772024Revenue 2025: $3,089,117Expenses 2025: $2,846,720Net Income 2025: $242,3972025

Highlighted filing

2025

Revenue$3,089,117
Expenses$2,846,720
Net Income$242,397
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$1,259,084
Liabilities
$532,467
Net assets
$726,617
Revenue
$3,089,117
Expenses
$2,846,720
Net income
$242,397
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.26$0.53$0.73$3.09$2.85$0.24
2024Detailed filing. Detailed filing data is available for this year.$0.21$0.26$0.05$2.34$2.72$0.38
2023Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$2.16$2.32$0.16
2022Detailed filing. Detailed filing data is available for this year.$0.48$0.00$0.48$2.02$1.93$0.10
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.61$0.23$0.39$1.54$1.44$0.10
2020Detailed filing. Detailed filing data is available for this year.$0.51$0.22$0.29$1.60$1.51$0.09
2019Detailed filing. Detailed filing data is available for this year.$0.13$0.08$0.05$1.13$1.14$0.01
2018Summary only. Only limited summary data is available for this year.$0.14$0.00$0.14$1.48$1.05$0.43
2017Summary only. Only limited summary data is available for this year.$0.06$0.00$0.06$0.50$0.38$0.12
2016Summary only. Only limited summary data is available for this year.$0.08$0.00$0.08$0.33$0.28$0.05
2015Summary only. Only limited summary data is available for this year.$0.03$0.00$0.15$0.14$0.01
2014Summary only. Only limited summary data is available for this year.$0.02$0.00$0.17$0.16$0.00
2013Summary only. Only limited summary data is available for this year.$0.02$0.00$0.15$0.16$0.01
2012Summary only. Only limited summary data is available for this year.$0.03$0.00$0.15$0.12$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Feb 9, 2026
Return Version
2024v5.0
Gross Receipts
$3,089,117
Mission and Program Overview

Mission

Jounce partners accelerates learning for students in underserved communities by helping teachers and principals get better, faster.

The organization is dedicated to training urban public school principals to accelerate learning for students in grades k-12. Its mission is to improve student achievement in math and reading skills by instructing school principals in new teaching methods.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$633,984$1,131,309▲ $497,325
Accounts Receivable$122,613$127,775▲ $5,162
Land, Buildings, and Equipment, Net$267--
Total Assets$756,864$1,259,084▲ $502,220
Liabilities
Unsecured Notes Loans Payable$250,000$500,000▲ $250,000
Accounts Payable and Accrued Expenses$14,924$24,747▲ $9,823
Deferred Revenue$7,720$7,720→ $0
Total Liabilities$272,644$532,467▲ $259,823
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$434,220$406,617▼ $27,603
Net Assets With Donor Restrictions$50,000$320,000▲ $270,000
Total Net Assets Fund Balance$484,220$726,617▲ $242,397
Total Liabilities and Net Assets / Fund Balance$756,864$1,259,084▲ $502,220

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$10,453-
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseTotal
Paul DeanExecutive DiFT$161,250$161,250
Paul DeanExecutive Director-$161,250$161,250
Edward J BealeChief OperatFT$159,766$159,766
Edward J BealeChief Operating Offi-$159,766$159,766
Sarah ElderSchool AccelFT$146,705$146,705
Michael HammondSchool AccelFT$143,364$143,364
Valerie JoellSchool AccelFT$141,250$141,250
Courtney TaylorSchool AccelFT$129,656$129,656
Jeremiah LemkeSchool AccelFT$116,098$116,098

Board Members and Trustees

NameTitle
Greta FailsBoard Chair
Christian DiazFinance Chai
Jose RiveraGovernance C
Revenue and Support

Revenue Composition

Contributions and Grants
$817,936
Program Service Revenue
$2,250,059
Investment Income
$0
Other Revenue
$21,122
All Other Contributions
$817,936
Change in Net Assets
$242,397

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,089,117
Total Revenue per Audited Statements
$3,089,117
Total Revenue per Form 990
$3,089,117
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,674,668
Other Expenses$172,052
Total Fundraising Expense$80,240
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,658,139$327,534$61,412$2,047,085
Other Employee Benefits$374,708$74,016$13,879$462,603
Payroll Taxes$133,634$26,397$4,949$164,980
Travel$68,217--$68,217
Fees for Services Other$16,312$16,150-$32,462
Insurance-$12,275-$12,275
Interest$8,750--$8,750
Other Expenses$1,792$4,932-$1,792
Depreciation Depletion$214$53-$267
Total Functional Expenses$2,268,429$498,051$80,240$2,846,720

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,846,720
Total Expenses per Audited Statements$2,846,720
Total Expenses per Form 990$2,846,720
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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
Audit committee
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
Yes
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, Page 6, Part VI, Line 11B

“The completed 990 and all schedules were shared with all board members. The treasurer reviews the documents in detail and alongside the previous year's approved budget, and reports to the full board on any findings or changes needed.”

Form 990, Page 6, Part VI, Line 12C

“The conflict of interest policy is reviewed each year by our board secretary, and updated if needed. New board members familarize themselves with the policy upon joining the board.”

Form 990, Page 6, Part VI, Line 15A

“Before the annual meeting of the board, the treasurer reviews a proposal for any change to executive director compensation that includes research on comparable roles and compensation. The treasurer makes a recommendation to the board, and the board votes on the ed compensation recommendation, seperately from the vote to approve the annual budget with the ed abstaining.”

Form 990, Page 6, Part VI, Line 19

“Governing documents, financial statements, and conflict of interest policy are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Jounce Partners Inc
EIN
45-2299437
Address
2112 LOMBARD ST, PHILADELPHIA, PA 19146

Signing Officer

Name
Edward J Beale
Title
Chief Operating Offi
Phone
8025789734
Signed
2026-02-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Paul Dean
Formed
2011
Legal Domicile
Pa
Voting Board Members
4
Independent Board Members
3
Employees
23

Preparer

Firm
Baratz & Associates Pa
Address
4B EVES DR STE 100, MARLTON, NJ 08053
Preparer
William C Smitheman Jr CPA
Phone
8569855688
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 3, Part X

“Should settlement of an examination or other event result in a change in management's evaluation of a tax position taken or expected to be taken in filings that have not been closed by statute or examination, any interest and penalties related to the unrecognized tax benefit as a result of the uncertain tax position would be included in interest expense and administrative expenses, respectively. With a few exceptions the organization is no longer subject to income tax examinations by federal authorities before 2022.”

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IRS990/ProgSrvcAccomActy2Grp/Desc0INSTRUCTIONAL LEADER FELLOWSHIP: JOUNCE'S INSTRUCTIONAL LEADER FELLOWSHIP RECRUITS EDUCATORS LOOKING TO MOVE INTO SCHOOL LEADERSHIP, PREPARES THEM TO DRIVE BREAKTHROUGH OUTCOMES, AND HELPS MATCH WITH SCHOOLS IN NEED OF GREAT LEADERS.
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt02,758
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART III, LINE 12
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0SHOULD SETTLEMENT OF AN EXAMINATION OR OTHER EVENT RESULT IN A CHANGE IN MANAGEMENT'S EVALUATION OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN FILINGS THAT HAVE NOT BEEN CLOSED BY STATUTE OR EXAMINATION, ANY INTEREST AND PENALTIES RELATED TO THE UNRECOGNIZED TAX BENEFIT AS A RESULT OF THE UNCERTAIN TAX POSITION WOULD BE INCLUDED IN INTEREST EXPENSE AND ADMINISTRATIVE EXPENSES, RESPECTIVELY. WITH A FEW EXCEPTIONS THE ORGANIZATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY FEDERAL AUTHORITIES BEFORE 2022.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1EDWARD J BEALE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1CHIEF OPERATING OFFI
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE COMPLETED 990 AND ALL SCHEDULES WERE SHARED WITH ALL BOARD MEMBERS. THE TREASURER REVIEWS THE DOCUMENTS IN DETAIL AND ALONGSIDE THE PREVIOUS YEAR'S APPROVED BUDGET, AND REPORTS TO THE FULL BOARD ON ANY FINDINGS OR CHANGES NEEDED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE CONFLICT OF INTEREST POLICY IS REVIEWED EACH YEAR BY OUR BOARD SECRETARY, AND UPDATED IF NEEDED. NEW BOARD MEMBERS FAMILARIZE THEMSELVES WITH THE POLICY UPON JOINING THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BEFORE THE ANNUAL MEETING OF THE BOARD, THE TREASURER REVIEWS A PROPOSAL FOR ANY CHANGE TO EXECUTIVE DIRECTOR COMPENSATION THAT INCLUDES RESEARCH ON COMPARABLE ROLES AND COMPENSATION. THE TREASURER MAKES A RECOMMENDATION TO THE BOARD, AND THE BOARD VOTES ON THE ED COMPENSATION RECOMMENDATION, SEPERATELY FROM THE VOTE TO APPROVE THE ANNUAL BUDGET WITH THE ED ABSTAINING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/TravelGrp/TotalAmt068217
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