Civic Intelligence

Kirkpatrick Jordan Foundation Inc.

990PF • Fiscal year 2020 • EIN 52-6039144

Sep 01, 2019 to Aug 31, 2020 • Filed on Jul 06, 2021

1509 North Star AveColumbus, OH 43212

(614) 406-8994

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

Higher debt load relative to assets than 31% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2020

Net Margin

100th percentile

10423%

Higher net margin than 100% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

39th percentile

$48,000

Higher top officer pay than 39% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Source year 2020

Asset Growth

5th percentile

-14%

Faster asset growth than 5% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2019 to 2020

Assets

Down

$6,344,206

Down $1,024,940 (-14%) from 2019

Net Assets

$6,321,773

No earlier filing loaded for comparison.

Liabilities

Flat

$22,433

Flat from 2019

Revenue

Down

-$6,039

Down $477,934 (-101%) from 2019

Expenses

Down

$623,397

Down $47,720 (-7.1%) from 2019

Net Income

Down

-$629,436

Down $430,214 (-216%) from 2019

Historical Trend

Balance Sheet Trend

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

$10M$5.0M$0Assets 2011: $6,168,357Liabilities 2011: $114,637Net Assets 2011: $6,053,7202011Assets 2012: $5,883,768Liabilities 2012: $103,724Net Assets 2012: $5,780,0442012Assets 2013: $7,690,644Liabilities 2013: $22,433Net Assets 2013: $7,668,2112013Assets 2014: $8,502,969Liabilities 2014: $22,433Net Assets 2014: $8,480,5362014Assets 2015: $7,886,319Liabilities 2015: $22,4332015Assets 2019: $7,369,146Liabilities 2019: $22,4332019Assets 2020: $6,344,206Liabilities 2020: $22,433Net Assets 2020: $6,321,7732020Assets 2021: $6,990,755Liabilities 2021: $23,678Net Assets 2021: $6,967,0772021Assets 2022: $5,673,071Liabilities 2022: $25,829Net Assets 2022: $5,647,2422022Assets 2023: $5,309,483Liabilities 2023: $6,278Net Assets 2023: $5,303,2052023Assets 2024: $5,423,909Liabilities 2024: $0Net Assets 2024: $5,423,9092024

Highlighted filing

2020

Assets$6,344,206
Liabilities$22,433
Net Assets$6,321,773

Operations Trend

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

$10M$5.0M$0-$5.0MRevenue 2011: -$179,168Expenses 2011: $347,613Net Income 2011: -$526,7812011Revenue 2012: -$206,945Expenses 2012: $330,669Net Income 2012: -$537,6142012Revenue 2013: $8,999,719Expenses 2013: $7,222,717Net Income 2013: $1,777,0022013Revenue 2014: $449,044Expenses 2014: $249,302Net Income 2014: $199,7422014Revenue 2015: $725,071Expenses 2015: $561,814Net Income 2015: $163,2572015Revenue 2019: $471,895Expenses 2019: $671,117Net Income 2019: -$199,2222019Revenue 2020: -$6,039Expenses 2020: $623,397Net Income 2020: -$629,4362020Revenue 2021: $400,153Expenses 2021: $546,353Net Income 2021: -$146,2002021Revenue 2022: $374,819Expenses 2022: $542,719Net Income 2022: -$167,9002022Revenue 2023: $271,729Expenses 2023: $544,482Net Income 2023: -$272,7532023Revenue 2024: $330,672Expenses 2024: $534,231Net Income 2024: -$203,5592024

Highlighted filing

2020

Revenue-$6,039
Expenses$623,397
Net Income-$629,436
Jump To
Filing Snapshot
Filing Period
Sep 1, 2019 to Aug 31, 2020
Signed
Jul 6, 2021
Return Version
2019v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mark JordanBoardPT$48,000-$48,000
Anne TreasureBoardPT$48,000-$48,000
Whitney BrobeckBoardPT$48,000-$48,000
Sally JordanBoardPT$36,000-$36,000
Filing and Contact Details

Filer

Filer Name
Kirkpatrick Jordan Foundation
EIN
52-6039144
Phone
6144068994
Address
1509 North Star Ave, Columbus, OH 43212

Signing Officer

Name
Anne Treasure
Title
Board
Signed
2021-07-06
Discuss with paid preparer
No

Preparer

Firm
Matthew F Penniman CPA LLC
Address
13826 Dayton Meadows Ct, Dayton, MD 21036
Preparer
Matthew F Penniman
Phone
3012759420
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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/GrantOrContributionPurposeTxt0Gift
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Oasis Ministries Genoa Baptist Church
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Best Buddies of Ohio
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2Ronald McDonald House
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3Mid Ohio Food Bank
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4Columbus Museum of Art
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5Cleveland Clinic Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6Pelatonia
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7Salvation Army
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8Buckeye Institute
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9United Way
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10Creative Housing
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt11James Cancer Research
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt12Nationwide Childrens Hospital
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt13Donations of 1000 or less
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt9PC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt13PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt07562 Lewis Center Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11335 Dublin Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2711 East Livingston Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt33960 Brookham Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4480 E Broad Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt59500 Euclid Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6351 W Nationwide Blvd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7966 East Main Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt888 E Broad Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt9360 S 3rd Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt102233 Citygate Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11460 W 10th Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12PO Box 16810
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt13Various
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Westerville
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Columbis
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Columbus
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Grove City
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Columbus
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Cleveland
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6Columbus
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7Columbus
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8Columbus
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9Columbus
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm10Columbus
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm11Columbus
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm12Columbus
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm13Columbus
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1043219
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1143210
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1243216
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1343215
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0370000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0343459
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0343459
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt023948
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt020245
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt070734
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt026541
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt023948
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt020245
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0370000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt026541
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt070734
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt044193
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0395504
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Unrealized Investment Losses
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Storage
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt09207
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt062736
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt062736
TaxesSchedule/TaxesDetail/Amt01454
TaxesSchedule/TaxesDetail/CategoryTxt0Federal taxes
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Anne Treasure
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Board
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-07-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Kirkpatrick Jordan Foundation
ReturnHeader/Filer/BusinessNameControlTxt0KIRK
ReturnHeader/Filer/EIN0526039144
ReturnHeader/Filer/PhoneNum06144068994
ReturnHeader/Filer/USAddress/AddressLine1Txt01509 North Star Ave
ReturnHeader/Filer/USAddress/CityNm0Columbus
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd043212
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Matthew F Penniman CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt013826 Dayton Meadows Ct
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Dayton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd021036
ReturnHeader/PreparerPersonGrp/PhoneNum03012759420
ReturnHeader/PreparerPersonGrp/PreparationDt02021-07-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Matthew F Penniman
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-07-06T06:28:19-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-09-01
ReturnHeader/TaxPeriodEndDt02020-08-31
ReturnHeader/TaxYr02019

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