Civic Intelligence

Puppy Jake Foundation

990 • Fiscal year 2016 • EIN 46-1187854

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 13, 2017

P O Box 12220Des Moines, IA 50312

(515) 777-2837

Siviq Scores

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

Liabilities / Assets

39th percentile

0.01x

Higher debt load relative to assets than 39% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

39th percentile

0.01x

Higher debt load relative to revenue than 39% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

90th percentile

44%

Higher net margin than 90% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

66th percentile

$50,000

Higher top officer pay than 66% of similar nonprofits.

Top officer pay equals 6.5% of source-year revenue.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

91st percentile

62%

Faster asset growth than 91% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

89th percentile

57%

Faster revenue growth than 89% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Assets

Up

$891,955

Up $339,702 (+62%) from 2015

Net Assets

Up

$880,595

Up $337,503 (+62%) from 2015

Liabilities

Up

$11,360

Up $2,199 (+24%) from 2015

Revenue

Up

$766,041

Up $278,736 (+57%) from 2015

Expenses

Up

$428,538

Up $160,541 (+60%) from 2015

Net Income

Up

$337,503

Up $118,195 (+54%) from 2015

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

2016

Assets$891,955
Liabilities$11,360
Net Assets$880,595

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

2016

Revenue$766,041
Expenses$428,538
Net Income$337,503
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 13, 2017
Return Version
2016v3.0
Gross Receipts
$821,438
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
Investments in Publicly Traded Securities$120,152$418,637▲ $298,485
Savings and Temporary Cash Investments$200,020$200,004▼ $16
Cash and Non-Interest-Bearing Accounts$79,389$60,517▼ $18,872
Pledges and Grants Receivable$9,876$60,030▲ $50,154
Land, Buildings, and Equipment, Net$48,811$54,714▲ $5,903
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$552,253$891,955▲ $339,702
Other Assets Total$94,005$98,053▲ $4,048
Liabilities
Accounts Payable and Accrued Expenses$9,161$11,360▲ $2,199
Total Liabilities$9,161$11,360▲ $2,199
Net Assets / Fund Balance
Unrestricted Net Assets$543,092$880,595▲ $337,503
Total Net Assets Fund Balance$543,092$880,595▲ $337,503
Total Liabilities and Net Assets / Fund Balance$552,253$891,955▲ $339,702

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$26,269$3,774$30,043
Equipment$20,344$2,260$22,604
Other Land Buildings$8,101$1,351$9,452
Other Assets Org$98,053--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Rebecca S BeachCEO & Vice PresPT$50,000$50,000

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$708,100
Program Service Revenue
$0
Investment Income
$3,458
Other Revenue
$54,483
All Other Contributions
$631,610
Change in Net Assets
$337,503

Audited Revenue Reconciliation

Revenue per Audited Statements
$762,678
Revenue Not Reported on Financial Statements
$3,363
Total Revenue per Audited Statements
$762,678
Total Revenue per Form 990
$766,041
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$364,082
Salaries, Compensation, and Employee Benefits$64,456
Total Fundraising Expense$27,784
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Travel$60,531$5,358$72$65,961
Fees for Services Other$54,211$4,225-$58,436
Current Officers, Directors, Trustees, and Key Employees$37,500$5,000$7,500$50,000
Occupancy$20,426$2,723$4,085$27,234
Office Expenses-$25,687-$25,687
All Other Expenses$8,900$7,361$2,469$18,730
Fees for Services Accounting-$17,385-$17,385
Other Expenses$26,132-$11,679$11,679
Other Salaries and Wages-$9,409-$9,409
Insurance$4,752$3,893-$8,645
Depreciation Depletion$6,399$853$1,280$8,532
Payroll Taxes$3,186$1,224$637$5,047
Fees for Service Investment Mgmnt Fees-$3,363-$3,363
Advertising-$2,303$62$2,365
Conferences and Meetings-$1,252-$1,252
Fees for Services Legal-$339-$339
Total Functional Expenses$310,379$90,375$27,784$428,538

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$428,538
Expenses per Audited Statements$425,175
Total Expenses per Audited Statements$425,175
Expenses Not Reported on Financial Statements$3,363
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$79,248
Fundraising Direct Expenses$29,905
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Sticks Reception$57,440$13,450$4,899$8,551
Golf Tournament$29,855$9,855$1,400$8,455
Total Events$155,738$79,248$29,905$49,343
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
5157772837
Address
P O BOX 12220, DES MOINES, IA 50312

Signing Officer

Name
Rebecca S Beach
Title
CEO & Vice Pres
Signed
2017-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rebecca S Beach
Formed
2012
Legal Domicile
Ia
Voting Board Members
11
Independent Board Members
11
Employees
2
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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