Civic Intelligence

The Jonas Foundation

990PF • Fiscal year 2013 • EIN 56-1459346

Jul 01, 2012 to Jun 30, 2013 • Filed on Nov 12, 2013

Organization Profile
Post Office Box 165028645
Siviq Scores

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

Liabilities / Assets

20th percentile

0.00x

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

2013 filings • $5M-$10M nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

2013 filings • $5M-$10M nonprofits • Source year 2013

Asset Growth

27th percentile

-2.3%

Faster asset growth than 27% of similar nonprofits.

2013 filings • $5M-$10M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets20th percentile

Assets

Down

$7,268,650

Down $167,905 (-2.3%) from 2012

Net Assets

$7,268,650

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2012

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$481,741

Down $46,137 (-8.7%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $7,799,397Liabilities 2011: $0Net Assets 2011: $7,799,3972011Assets 2012: $7,436,555Liabilities 2012: $12012Assets 2013: $7,268,650Liabilities 2013: $0Net Assets 2013: $7,268,6502013Assets 2014: $7,113,690Liabilities 2014: $0Net Assets 2014: $7,113,6902014Assets 2015: $6,836,083Liabilities 2015: $0Net Assets 2015: $6,836,0832015Assets 2016: $6,731,653Liabilities 2016: $0Net Assets 2016: $6,731,6532016Assets 2017: $6,882,340Liabilities 2017: $0Net Assets 2017: $6,882,3402017Assets 2018: $6,891,131Liabilities 2018: $0Net Assets 2018: $6,891,1312018Assets 2019: $6,725,524Liabilities 2019: $0Net Assets 2019: $6,725,5242019Assets 2020: $6,665,245Liabilities 2020: $0Net Assets 2020: $6,665,2452020Assets 2021: $6,291,718Liabilities 2021: $0Net Assets 2021: $6,291,7182021Assets 2022: $5,986,729Liabilities 2022: $0Net Assets 2022: $5,986,7292022Assets 2023: $5,642,665Liabilities 2023: $0Net Assets 2023: $5,642,6652023Assets 2024: $5,580,444Liabilities 2024: $0Net Assets 2024: $5,580,4442024

Highlighted filing

2013

Assets$7,268,650
Liabilities$0
Net Assets$7,268,650
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500KExpenses 2011: $430,0782011Revenue 2012: $283,115Expenses 2012: $527,878Net Income 2012: -$244,7632012Expenses 2013: $481,7412013Revenue 2014: $391,017Expenses 2014: $535,437Net Income 2014: -$144,4202014Revenue 2015: $372,424Expenses 2015: $643,396Net Income 2015: -$270,9722015Revenue 2016: $527,126Expenses 2016: $631,224Net Income 2016: -$104,0982016Revenue 2017: $833,149Expenses 2017: $675,812Net Income 2017: $157,3372017Revenue 2018: $397,440Expenses 2018: $377,381Net Income 2018: $20,0592018Revenue 2019: $376,475Expenses 2019: $534,923Net Income 2019: -$158,4482019Revenue 2020: $486,027Expenses 2020: $539,380Net Income 2020: -$53,3532020Revenue 2021: $295,380Expenses 2021: $657,199Net Income 2021: -$361,8192021Revenue 2022: $344,031Expenses 2022: $649,020Net Income 2022: -$304,9892022Revenue 2023: $296,489Expenses 2023: $635,383Net Income 2023: -$338,8942023Revenue 2024: $376,774Expenses 2024: $432,965Net Income 2024: -$56,1912024

Highlighted filing

2013

Revenue-
Expenses$481,741
Net Income-
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Nov 12, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay32nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
AG JONASPresident/Treasurer-$0--
LINDA JONASVice President-$0--
JOYCE BUMGARNERSecretary-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantNC COMMUNITY FOUNDATIONESTABLISH FUND-CONTRIBUTIONTAX-EXEMPTRALEIGH, NC, US$250,000
Paid GrantCALDWELL MEMORIAL HOSPITAL FOUDATIONCONTRIBUTIONSTAX-EXEMPTLENOIR, NC, US$85,000
Paid GrantHELPING HANDS CLINICMEDICAL CARE AND PRESCRIPTION DRUG PROGRAMSTAX-EXEMPTLENOIR, NC, US$25,000
Paid GrantST JAMES EPISCOPAL CHURCHCAMPAIGN CONTRIBUTIONSTAX-EXEMPTLENOIR, NC, US$25,000
Paid GrantCALDWELL COUNTY UNITED WAYCAMPAIGN CONTRIBUTIONSTAX-EXEMPTLENOIR, NC, US$20,000
Paid GrantLENOIR RHYNE UNIVERSITYCAMPAIGN CONTRIBUTIONSTAX-EXEMPTHICKORY, NC, US$16,500
Paid GrantCALDWELL COMMUNITY COLLEGE FOUNDATIONCAMPAIGN CONTRIBUTIONSTAX-EXEMPTLENOIR, NC, US$10,000
Paid GrantCALDWELL COUNTY HABITAT FOR HUMANITYCONTRIBUTIONSTAX-EXEMPTLENOIR, NC, US$10,000
Paid GrantROBIN'S NEST CHILDREN'S ADVOCACY CENTERCONTRIBUTIONSTAX-EXEMPTLENOIR, NC, US$7,500
Paid GrantSHELTER HOME OF CALDWELL COUNTYCONTRIBUTIONSTAX-EXEMPTLENOIR, NC, US$7,500
Paid GrantEDUCATION FOUNDATION OF CALDWELL COUNTYSCHOLARSHIP FUNDTAX-EXEMPTLENOIR, NC, US$5,000
Paid GrantHARPER SCHOOL OF PERFORMING ARTSCONTRIBUTIONSTAX-EXEMPTLENOIR, NE, US$5,000
Paid GrantLENOIR OPTIMIST CLUBCONTRIBUTIONSTAX-EXEMPTLENOIR, NC, US$2,500
Paid GrantCALDWELL COUNTY LIONS ACTIVITIES ASSOCPROGRAM CONTRIBUTIONSTAX-EXEMPTLENOIR, NC, US$1,500
Paid GrantCALDWELL OPPORTUNITIESCONTRIBUTIONSTAX-EXEMPTLENOIR, NC, US$1,500
Filing and Contact Details

Filer

EIN
56-1459346
Raw XML AppendixShowing 400 of 510 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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GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name4GE CAPITAL 6.625%
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name6THE BROYHILL ALL-WEATHER FUND, LP
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0PRESIDENT/TREASURER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1VICE PRESIDENT
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2CAMPAIGN CONTRIBUTIONS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3CONTRIBUTIONS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4CONTRIBUTIONS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5CONTRIBUTIONS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution6SCHOLARSHIP FUND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution7CONTRIBUTIONS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution8MEDICAL CARE AND PRESCRIPTION DRUG PROGRAMS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution9CAMPAIGN CONTRIBUTIONS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution10CONTRIBUTIONS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution11ESTABLISH FUND-CONTRIBUTION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution12CONTRIBUTIONS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution13CONTRIBUTIONS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution14CAMPAIGN CONTRIBUTIONS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10CALDWELL COMMUNITY COLLEGE FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11CALDWELL COUNTY LIONS ACTIVITIES ASSOC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12CALDWELL COUNTY UNITED WAY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13CALDWELL COUNTY HABITAT FOR HUMANITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14CALDWELL MEMORIAL HOSPITAL FOUDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine15CALDWELL OPPORTUNITIES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine16EDUCATION FOUNDATION OF CALDWELL COUNTY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine17HARPER SCHOOL OF PERFORMING ARTS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine18HELPING HANDS CLINIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine19LENOIR RHYNE UNIVERSITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine110LENOIR OPTIMIST CLUB
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine111NC COMMUNITY FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine112ROBIN'S NEST CHILDREN'S ADVOCACY CENTER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine113SHELTER HOME OF CALDWELL COUNTY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine114ST JAMES EPISCOPAL CHURCH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0TAX-EXEMPT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1TAX-EXEMPT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2TAX-EXEMPT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3TAX-EXEMPT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus4TAX-EXEMPT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus5TAX-EXEMPT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus6TAX-EXEMPT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus7TAX-EXEMPT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus8TAX-EXEMPT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus9TAX-EXEMPT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus10TAX-EXEMPT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus11TAX-EXEMPT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus12TAX-EXEMPT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus13TAX-EXEMPT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus14TAX-EXEMPT
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine18810 HARPER AVENUE
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine110PO BOX 713
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1LENOIR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2LENOIR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3LENOIR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4LENOIR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City5LENOIR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City6LENOIR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City7LENOIR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City8LENOIR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City9HICKORY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City10LENOIR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City11RALEIGH

Document Assets

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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,268,650
Liabilities
$0
Net assets
$7,268,650
Revenue
-
Expenses
$481,741
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.58$0.00$5.58$0.38$0.43$0.06
2023Detailed filing. Detailed filing data is available for this year.$5.64$0.00$5.64$0.30$0.64$0.34
2022Detailed filing. Detailed filing data is available for this year.$5.99$0.00$5.99$0.34$0.65$0.30
2021Detailed filing. Detailed filing data is available for this year.$6.29$0.00$6.29$0.30$0.66$0.36
2020Detailed filing. Detailed filing data is available for this year.$6.67$0.00$6.67$0.49$0.54$0.05
2019Detailed filing. Detailed filing data is available for this year.$6.73$0.00$6.73$0.38$0.53$0.16
2018Detailed filing. Detailed filing data is available for this year.$6.89$0.00$6.89$0.40$0.38$0.02
2017Detailed filing. Detailed filing data is available for this year.$6.88$0.00$6.88$0.83$0.68$0.16
2016Detailed filing. Detailed filing data is available for this year.$6.73$0.00$6.73$0.53$0.63$0.10
2015Detailed filing. Detailed filing data is available for this year.$6.84$0.00$6.84$0.37$0.64$0.27
2014Detailed filing. Detailed filing data is available for this year.$7.11$0.00$7.11$0.39$0.54$0.14
2013Detailed filing. Detailed filing data is available for this year.$7.27$0.00$7.27$0.48
2012Summary only. Only limited summary data is available for this year.$7.44$0.00$0.28$0.53$0.24
2011Detailed filing. Detailed filing data is available for this year.$7.80$0.00$7.80$0.43