Civic Intelligence

Puppy Jake Foundation

990 • Fiscal year 2015 • EIN 46-1187854

Jan 01, 2015 to Dec 31, 2015 • Filed on Oct 17, 2016

4020 John Lynde RdDes Moines, IA 50312

(515) 419-1858

Siviq Scores

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

Liabilities / Assets

41st percentile

0.02x

Higher debt load relative to assets than 41% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

41st percentile

0.02x

Higher debt load relative to revenue than 41% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Net Margin

91st percentile

45%

Higher net margin than 91% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

52nd percentile

$12,500

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 2.6% of source-year revenue.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Asset Growth

91st percentile

68%

Faster asset growth than 91% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

90th percentile

68%

Faster revenue growth than 90% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Assets

Up

$552,253

Up $222,619 (+68%) from 2014

Net Assets

Up

$543,092

Up $219,308 (+68%) from 2014

Liabilities

Up

$9,161

Up $3,311 (+57%) from 2014

Revenue

Up

$487,305

Up $197,965 (+68%) from 2014

Expenses

Up

$267,997

Up $155,633 (+139%) from 2014

Net Income

Up

$219,308

Up $42,332 (+24%) from 2014

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2013: $95,486Liabilities 2013: $02013Assets 2014: $329,634Liabilities 2014: $5,850Net Assets 2014: $323,7842014Assets 2015: $552,253Liabilities 2015: $9,161Net Assets 2015: $543,0922015Assets 2016: $891,955Liabilities 2016: $11,360Net Assets 2016: $880,5952016Assets 2017: $1,138,803Liabilities 2017: $25,907Net Assets 2017: $1,112,8962017Assets 2018: $1,331,448Liabilities 2018: $6,752Net Assets 2018: $1,324,6962018Assets 2019: $1,469,966Liabilities 2019: $10,733Net Assets 2019: $1,459,2332019Assets 2020: $1,528,858Liabilities 2020: $96,926Net Assets 2020: $1,431,9322020Assets 2021: $2,059,673Liabilities 2021: $5,757Net Assets 2021: $2,053,9162021Assets 2022: $1,925,007Liabilities 2022: $75,143Net Assets 2022: $1,849,8642022Assets 2023: $2,235,963Liabilities 2023: $53,864Net Assets 2023: $2,182,0992023Assets 2024: $1,765,599Liabilities 2024: $45,619Net Assets 2024: $1,719,9802024

Highlighted filing

2015

Assets$552,253
Liabilities$9,161
Net Assets$543,092

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2013: $136,972Expenses 2013: $41,486Net Income 2013: $95,4862013Revenue 2014: $289,340Expenses 2014: $112,364Net Income 2014: $176,9762014Revenue 2015: $487,305Expenses 2015: $267,997Net Income 2015: $219,3082015Revenue 2016: $766,041Expenses 2016: $428,538Net Income 2016: $337,5032016Revenue 2017: $752,124Expenses 2017: $519,823Net Income 2017: $232,3012017Revenue 2018: $801,000Expenses 2018: $589,200Net Income 2018: $211,8002018Revenue 2019: $818,984Expenses 2019: $684,447Net Income 2019: $134,5372019Revenue 2020: $519,499Expenses 2020: $601,771Net Income 2020: -$82,2722020Revenue 2021: $1,073,760Expenses 2021: $457,538Net Income 2021: $616,2222021Revenue 2022: $890,332Expenses 2022: $925,608Net Income 2022: -$35,2762022Revenue 2023: $809,249Expenses 2023: $567,077Net Income 2023: $242,1722023Revenue 2024: $765,215Expenses 2024: $1,233,102Net Income 2024: -$467,8872024

Highlighted filing

2015

Revenue$487,305
Expenses$267,997
Net Income$219,308
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Oct 17, 2016
Return Version
2015v2.0
Gross Receipts
$558,417
Mission and Program Overview

Mission

PUPPY JAKE FOUNDATION IS A 501(c)3 NONPROFIT ORGANIZATION DEDICATED TO HELPING MILITARY VETERANS THROUGH THE ASSISTANCE OF WELL-BRED, SOCIALIZED AND PROFESSIONALLY TRAINED SERVICE DOGS

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$120,003$200,020▲ $80,017
Investments in Publicly Traded Securities$117,591$120,152▲ $2,561
Cash and Non-Interest-Bearing Accounts$28,416$79,389▲ $50,973
Land, Buildings, and Equipment, Net-$48,811-
Pledges and Grants Receivable$24,699$9,876▼ $14,823
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$329,634$552,253▲ $222,619
Other Assets Total$38,925$94,005▲ $55,080
Liabilities
Accounts Payable and Accrued Expenses$5,850$9,161▲ $3,311
Total Liabilities$5,850$9,161▲ $3,311
Net Assets / Fund Balance
Unrestricted Net Assets$323,784$543,092▲ $219,308
Total Net Assets Fund Balance$323,784$543,092▲ $219,308
Total Liabilities and Net Assets / Fund Balance$329,634$552,253▲ $222,619

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$23,222$2,580$25,802
Leasehold Improvements$21,197$1,096$22,293
Other Land Buildings$4,392$338$4,730
Other Assets Org$94,005--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Rebecca S BeachCEO & Vice PresPT$12,500$12,500

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$467,151
Program Service Revenue
$0
Investment Income
$-1,339
Other Revenue
$21,493
All Other Contributions
$415,056
Change in Net Assets
$219,308

Audited Revenue Reconciliation

Revenue per Audited Statements
$486,193
Revenue Not Reported on Financial Statements
$1,112
Total Revenue per Audited Statements
$486,193
Total Revenue per Form 990
$487,305
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$254,541
Salaries, Compensation, and Employee Benefits$13,456
Total Fundraising Expense$12,372
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Travel$75,786$227$1,900$77,913
Fees for Services Other$42,872--$42,872
Office Expenses-$15,264-$15,264
Fees for Services Accounting-$14,048-$14,048
All Other Expenses$2,572$8,854$2,430$13,856
Advertising-$11,633$1,292$12,925
Current Officers, Directors, Trustees, and Key Employees$9,375$1,250$1,875$12,500
Conferences and Meetings-$11,716-$11,716
Insurance$5,117$3,653-$8,770
Other Expenses$11,165$3,438$3,439$6,877
Occupancy$3,457$461$691$4,609
Depreciation Depletion$3,011$401$602$4,014
Fees for Service Investment Mgmnt Fees-$1,112-$1,112
Payroll Taxes$717$96$143$956
Total Functional Expenses$183,472$72,153$12,372$267,997

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$267,997
Expenses per Audited Statements$266,885
Total Expenses per Audited Statements$266,885
Expenses Not Reported on Financial Statements$1,112
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$58,797
Fundraising Direct Expenses$28,411
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$18,285$18,285$64$18,221
Sticks Reception$65,019$12,924$4,025$8,899
Total Events$110,892$58,797$28,411$30,386
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
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, Line 11B: Form 990 Review Process

Draft form 990 and schedules are provided to the board for review prior to filing

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

Annual conflict of interest disclosure statements are obtained from all directors and key employees and periodic reviews of compensation and benefit arrangements as well as any partnerships, joint ventures or other arrangements

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

Appropriate documents are available on the organization website or upon request

Filing and Contact Details

Filer

Filer Name
Puppy Jake Foundation
EIN
46-1187854
Phone
5154191858
Address
4020 JOHN LYNDE RD, DES MOINES, IA 50312

Signing Officer

Name
Rebecca S Beach
Title
CEO & Vice Pres
Signed
2016-10-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rebecca S Beach
Formed
2012
Legal Domicile
Ia
Voting Board Members
10
Independent Board Members
10
Employees
1
Volunteers
50

Preparer

Firm
Shull Schrum Mcclaflin & Co Inc
Address
1111 N Jefferson, Indianola, IA 50125
Preparer
Arlen D Schrum
Phone
5159612571
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