Civic Intelligence

Jefferson Family Private Foundation

EIN 46-3382285 • Upper Marlboro, MD

201 Garden Gate LaneUpper Marlboro, MD 20774
Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

25th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$5M-$10M nonprofits • Source year 2024

Net Margin

93rd percentile

73%

Higher net margin than 93% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Top Officer Pay

33rd percentile

$0

Higher top officer pay than 33% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

$5M-$10M nonprofits • Source year 2024

Asset Growth

84th percentile

22%

Faster asset growth than 84% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

79th percentile

51%

Faster revenue growth than 79% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$5,001,325

Up $892,709 (+22%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$5,001,325

Up $892,709 (+22%) from 2023

Operations
Liabilities / Revenue25th percentileNet Margin93rd percentile

Revenue

Up

$1,248,923

Up $423,844 (+51%) from 2023

Expenses

Up

$340,320

Up $86,804 (+34%) from 2023

Net Income

Up

$908,603

Up $337,040 (+59%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth84th percentile

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

$6.0M$4.0M$2.0M$0Assets 2014: $2,224,802Liabilities 2014: $3,3202014Assets 2015: $2,139,132Liabilities 2015: $13,900Net Assets 2015: $2,125,2322015Assets 2016: $1,991,267Liabilities 2016: $0Net Assets 2016: $1,991,2672016Assets 2017: $2,151,890Liabilities 2017: $0Net Assets 2017: $2,151,8902017Assets 2018: $2,667,810Liabilities 2018: $0Net Assets 2018: $2,667,8102018Assets 2019: $2,773,661Liabilities 2019: $2,897Net Assets 2019: $2,770,7642019Assets 2020: $3,095,203Liabilities 2020: $2,897Net Assets 2020: $3,092,3062020Assets 2021: $3,545,531Liabilities 2021: $2,897Net Assets 2021: $3,542,6342021Assets 2022: $3,880,369Liabilities 2022: $0Net Assets 2022: $3,880,3692022Assets 2023: $4,108,616Liabilities 2023: $0Net Assets 2023: $4,108,6162023Assets 2024: $5,001,325Liabilities 2024: $0Net Assets 2024: $5,001,3252024

Highlighted filing

2024

Assets$5,001,325
Liabilities$0
Net Assets$5,001,325
Open 2024 Filing

Operations Trend

Revenue Growth79th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2014: $862,980Expenses 2014: $53,891Net Income 2014: $809,0892014Revenue 2015: $69,347Expenses 2015: $165,597Net Income 2015: -$96,2502015Revenue 2016: $170,165Expenses 2016: $248,296Net Income 2016: -$78,1312016Revenue 2017: $679,242Expenses 2017: $247,107Net Income 2017: $432,1352017Revenue 2018: $1,035,474Expenses 2018: $268,745Net Income 2018: $766,7292018Revenue 2019: $559,534Expenses 2019: $190,551Net Income 2019: $368,9832019Revenue 2020: $900,754Expenses 2020: $279,162Net Income 2020: $621,5922020Revenue 2021: $1,367,541Expenses 2021: $508,213Net Income 2021: $859,3282021Revenue 2022: $988,222Expenses 2022: $372,404Net Income 2022: $615,8182022Revenue 2023: $825,079Expenses 2023: $253,516Net Income 2023: $571,5632023Revenue 2024: $1,248,923Expenses 2024: $340,320Net Income 2024: $908,6032024

Highlighted filing

2024

Revenue$1,248,923
Expenses$340,320
Net Income$908,603
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,001,325
Liabilities
$0
Net assets
$5,001,325
Revenue
$1,248,923
Expenses
$340,320
Net income
$908,603
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.00$0.00$5.00$1.25$0.34$0.91
2023Detailed filing. Detailed filing data is available for this year.$4.11$0.00$4.11$0.83$0.25$0.57
2022Detailed filing. Detailed filing data is available for this year.$3.88$0.00$3.88$0.99$0.37$0.62
2021Detailed filing. Detailed filing data is available for this year.$3.55$0.00$3.54$1.37$0.51$0.86
2020Detailed filing. Detailed filing data is available for this year.$3.10$0.00$3.09$0.90$0.28$0.62
2019Detailed filing. Detailed filing data is available for this year.$2.77$0.00$2.77$0.56$0.19$0.37
2018Detailed filing. Detailed filing data is available for this year.$2.67$0.00$2.67$1.04$0.27$0.77
2017Detailed filing. Detailed filing data is available for this year.$2.15$0.00$2.15$0.68$0.25$0.43
2016Detailed filing. Detailed filing data is available for this year.$1.99$0.00$1.99$0.17$0.25$0.08
2015Detailed filing. Detailed filing data is available for this year.$2.14$0.01$2.13$0.07$0.17$0.10
2014Summary only. Only limited summary data is available for this year.$2.22$0.00$0.86$0.05$0.81
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 26, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay33rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ulysese JeffersonTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Jefferson Family Private Foundation
EIN
46-3382285
Phone
3012134477
Address
201 Garden Gate Lane, Upper Marlboro, MD 20774

Signing Officer

Name
Ulysese Jefferson
Title
Trustee
Phone
3012134477
Signed
2025-08-26
Discuss with paid preparer
Yes

Preparer

Firm
Aprio Advisory Group LLC
Address
111 Rockville Pike Suite 600, Rockville, MD 20850
Preparer
Stacy Cullen
Phone
3012316200
Raw XML Appendix340 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt07272 Greenville Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1400 I Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21270 Kings Highway
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt312138 Central Avenue STE 678
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt47410 Old Muirkirk Rd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Dallas
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Washington
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Lewes
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Bowie
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Beltville
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2DE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd075231
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd120004
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd219958
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd320721
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd420705
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0280000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0245747
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0245747
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt06128
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0143052
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0254394
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt084948
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt03778
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt03778
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0522775
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt034253
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt06128
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0143052
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0254394
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt084948
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0280000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt034253
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0526553
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0492300
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Ulysese Jefferson
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1Ulysese Jefferson
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0201 Garden Gate Lane
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt1201 Garden Gate Lane
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Upper Marlboro
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1Upper Marlboro
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0MD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1MD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd020774
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd120774
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt01005568
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt16577
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt01005568
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc022360.86 Shares MFS Internatinal VAL
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt015894
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Basis Adjustment
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt053743
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment Advisory Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt053743
TaxesSchedule/TaxesDetail/Amt06577
TaxesSchedule/TaxesDetail/CategoryTxt0Excise Taxes
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Ulysese Jefferson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum03012134477
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Jefferson Family Private Foundation
ReturnHeader/Filer/BusinessNameControlTxt0JEFF
ReturnHeader/Filer/EIN0463382285
ReturnHeader/Filer/PhoneNum03012134477
ReturnHeader/Filer/USAddress/AddressLine1Txt0201 Garden Gate Lane
ReturnHeader/Filer/USAddress/CityNm0Upper Marlboro
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd020774
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0582487348
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Aprio Advisory Group LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0111 Rockville Pike Suite 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Rockville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd020850
ReturnHeader/PreparerPersonGrp/PhoneNum03012316200
ReturnHeader/PreparerPersonGrp/PreparationDt02025-08-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Stacy Cullen
ReturnHeader/ReturnTs02025-09-02T09:02:53-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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