Civic Intelligence

Jeremy H Adams Charitable Foundation Inc.

990PF • Fiscal year 2017 • EIN 47-2461261

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 10, 2018

Organization Profile
1777 Reisterstown Road No 40Baltimore, MD 21208

(410) 602-2266

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

98th percentile

98%

Higher net margin than 98% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

85th percentile

42%

Faster asset growth than 85% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

99th percentile

1791%

Faster revenue growth than 99% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$172,840

Up $51,319 (+42%) from 2016

Net Assets

Up

$172,840

Up $51,319 (+42%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin98th percentile

Revenue

Up

$55,053

Up $52,142 (+1791%) from 2016

Expenses

Down

$1,360

Down $17,038 (-93%) from 2016

Net Income

Up

$53,693

Up $69,180 (+447%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth85th percentile

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

$200K$150K$100K$50K$0Assets 2014: $180,838Liabilities 2014: $0Net Assets 2014: $180,8382014Assets 2015: $139,821Liabilities 2015: $0Net Assets 2015: $139,8212015Assets 2016: $121,521Liabilities 2016: $0Net Assets 2016: $121,5212016Assets 2017: $172,840Liabilities 2017: $0Net Assets 2017: $172,8402017Assets 2018: $157,104Liabilities 2018: $0Net Assets 2018: $157,1042018Assets 2019: $146,538Liabilities 2019: $12019Assets 2020: $128,991Liabilities 2020: $12020Assets 2021: $113,297Liabilities 2021: $0Net Assets 2021: $113,2972021Assets 2022: $94,173Liabilities 2022: $0Net Assets 2022: $94,1732022Assets 2023: $95,143Liabilities 2023: $12023

Highlighted filing

2017

Assets$172,840
Liabilities$0
Net Assets$172,840
Open 2017 Filing

Operations Trend

Revenue Growth99th percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2014: $180,838Expenses 2014: $0Net Income 2014: $180,8382014Revenue 2015: $18,408Expenses 2015: $24,102Net Income 2015: -$5,6942015Revenue 2016: $2,911Expenses 2016: $18,398Net Income 2016: -$15,4872016Revenue 2017: $55,053Expenses 2017: $1,360Net Income 2017: $53,6932017Revenue 2018: $7,971Expenses 2018: $21,468Net Income 2018: -$13,4972018Revenue 2019: $10,664Expenses 2019: $19,315Net Income 2019: -$8,6512019Revenue 2020: $3,157Expenses 2020: $19,315Net Income 2020: -$16,1582020Revenue 2021: $4,394Expenses 2021: $19,515Net Income 2021: -$15,1212021Revenue 2022: $4,592Expenses 2022: $22,040Net Income 2022: -$17,4482022Revenue 2023: $3,793Expenses 2023: $2,406Net Income 2023: $1,3872023

Highlighted filing

2017

Revenue$55,053
Expenses$1,360
Net Income$53,693
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 10, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LINDA C ADAMSDirectorPT$0--
ROGER H ADAMSDirectorPT$0--
ALEXANDRA S JAMIESONDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
The Jeremy H Adams Charitable
EIN
47-2461261
Phone
4106022266
Address
1777 REISTERSTOWN ROAD NO 40, BALTIMORE, MD 21208

Signing Officer

Name
Linda C Adams
Title
Director
Phone
4106022266
Signed
2018-04-10
Discuss with paid preparer
Yes

Preparer

Firm
Katz & Associates Pa
Address
1777 REISTERSTOWN ROAD, BALTIMORE, MD 21208-1393
Preparer
David I Katz
Phone
4106022266
Raw XML Appendix322 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/SummaryOfDirectChrtblActyGrp/Description1Txt0ACTIVITIES RELATED TO THE FOUNDATION INCLUDE CONTRIBUTIONS TO THE GREENSPRING MONTESSORI SCHOOL AND THE REISTERSTOWN UNITED METHODIST CHURCH FOOD PANTRY. CONTRIBUTIONS WERE MADE IN JANUARY 2018.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
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/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt017000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt020000
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt037000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt017000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt020000
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt037000
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt037000
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt099629
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0PORTFOLIO HELD SECURITIES
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0141718
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0185770
OtherDecreasesSchedule/OtherDecreasesDetail/Amt038
OtherDecreasesSchedule/OtherDecreasesDetail/Amt12336
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0FEDERAL INCOME TAX PAID
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1COST BASIS ADJUSTMENTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt080
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt045
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX WITHHELD ON INVESTMENT INCOME
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LINDA C ADAMS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum04106022266
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE JEREMY H ADAMS CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JERE
ReturnHeader/Filer/EIN0472461261
ReturnHeader/Filer/PhoneNum04106022266
ReturnHeader/Filer/USAddress/AddressLine1Txt01777 REISTERSTOWN ROAD NO 40
ReturnHeader/Filer/USAddress/CityNm0BALTIMORE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd021208
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId08DEDFB2F011977A6342538F94A0E4B72AC76B869
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.92.140.185
ReturnHeader/FilingSecurityInformation/IPDt02018-04-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm011:51:45
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0521394567
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KATZ & ASSOCIATES PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01777 REISTERSTOWN ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BALTIMORE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0212081393
ReturnHeader/PreparerPersonGrp/PhoneNum04106022266
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID I KATZ
ReturnHeader/ReturnTs02018-04-16T12:14:58-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$172,840
Liabilities
$0
Net assets
$172,840
Revenue
$55,053
Expenses
$1,360
Net income
$53,693
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$0.95$0.00$0.04$0.02$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.94$0.00$0.94$0.05$0.22$0.17
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.13$0.00$1.13$0.04$0.20$0.15
2020Summary only. Only limited summary data is available for this year.$1.29$0.00$0.03$0.19$0.16
2019Summary only. Only limited summary data is available for this year.$1.47$0.00$0.11$0.19$0.09
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.57$0.00$1.57$0.08$0.21$0.13
2017Detailed filing. Detailed filing data is available for this year.$1.73$0.00$1.73$0.55$0.01$0.54
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.22$0.00$1.22$0.03$0.18$0.15
2015Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.18$0.24$0.06
2014Detailed filing. Detailed filing data is available for this year.$1.81$0.00$1.81$1.81$0.00$1.81