Civic Intelligence

Journey Fund Tr 10212009

990PF • Fiscal year 2014 • EIN 61-6383656

Jan 01, 2014 to Dec 31, 2014 • Filed on Sep 09, 2015

Organization Profile
2000 Massachusetts Ave NWWashington, DC 20036

(202) 833-4567

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

27th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Net Margin

98th percentile

94%

Higher net margin than 98% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Asset Growth

93rd percentile

52%

Faster asset growth than 93% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

99th percentile

966%

Faster revenue growth than 99% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$2,596,186

Up $887,894 (+52%) from 2013

Net Assets

Up

$2,596,186

Up $887,894 (+52%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin98th percentile

Revenue

Up

$947,940

Up $859,054 (+966%) from 2013

Expenses

Down

$60,046

Down $34,180 (-36%) from 2013

Net Income

Up

$887,894

Up $893,234 (+16727%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth93rd percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $1,962,242Liabilities 2010: $0Net Assets 2010: $1,962,2422010Assets 2011: $1,884,288Liabilities 2011: $0Net Assets 2011: $1,884,2882011Assets 2012: $1,713,632Liabilities 2012: $0Net Assets 2012: $1,713,6322012Assets 2013: $1,708,292Liabilities 2013: $0Net Assets 2013: $1,708,2922013Assets 2014: $2,596,186Liabilities 2014: $0Net Assets 2014: $2,596,1862014Assets 2015: $2,959,570Liabilities 2015: $0Net Assets 2015: $2,959,5702015Assets 2016: $2,573,530Liabilities 2016: $0Net Assets 2016: $2,573,5302016Assets 2017: $2,381,783Liabilities 2017: $0Net Assets 2017: $2,381,7832017Assets 2018: $2,223,307Liabilities 2018: $0Net Assets 2018: $2,223,3072018Assets 2019: $2,012,303Liabilities 2019: $0Net Assets 2019: $2,012,3032019Assets 2020: $1,955,039Liabilities 2020: $0Net Assets 2020: $1,955,0392020Assets 2021: $1,975,598Liabilities 2021: $0Net Assets 2021: $1,975,5982021Assets 2022: $1,830,445Liabilities 2022: $0Net Assets 2022: $1,830,4452022Assets 2023: $1,751,832Liabilities 2023: $0Net Assets 2023: $1,751,8322023Assets 2024: $2,280,967Liabilities 2024: $0Net Assets 2024: $2,280,9672024

Highlighted filing

2014

Assets$2,596,186
Liabilities$0
Net Assets$2,596,186
Open 2014 Filing

Operations Trend

Revenue Growth99th percentile

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

$1.0M$500K$0-$500KExpenses 2010: $113,6372010Expenses 2011: $153,7602011Expenses 2012: $251,6952012Revenue 2013: $88,886Expenses 2013: $94,226Net Income 2013: -$5,3402013Revenue 2014: $947,940Expenses 2014: $60,046Net Income 2014: $887,8942014Revenue 2015: $502,074Expenses 2015: $138,690Net Income 2015: $363,3842015Revenue 2016: $723Expenses 2016: $386,763Net Income 2016: -$386,0402016Revenue 2017: $64,931Expenses 2017: $256,678Net Income 2017: -$191,7472017Revenue 2018: $110,692Expenses 2018: $269,168Net Income 2018: -$158,4762018Revenue 2019: $106,400Expenses 2019: $317,404Net Income 2019: -$211,0042019Revenue 2020: $84,382Expenses 2020: $141,646Net Income 2020: -$57,2642020Revenue 2021: $133,130Expenses 2021: $112,571Net Income 2021: $20,5592021Revenue 2022: -$11,066Expenses 2022: $134,087Net Income 2022: -$145,1532022Revenue 2023: $49,139Expenses 2023: $127,752Net Income 2023: -$78,6132023Revenue 2024: $684,884Expenses 2024: $155,749Net Income 2024: $529,1352024

Highlighted filing

2014

Revenue$947,940
Expenses$60,046
Net Income$887,894
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Sep 9, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARY LOUISE COHENTrusteePT$0--
BRUCE COHENTrusteePT$0--
PHILLIP COHENTrustee-$0--
DICKSON COHENTrustee-$0--
ELIZABETH COHENTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Journey Fund
EIN
61-6383656
Phone
2028334567
Address
2000 MASSACHUSETTS AVE NW, WASHINGTON, DC 20036

Signing Officer

Name
Mary Louise Cohen
Title
Trustee
Phone
2028334567
Signed
2015-09-09

Preparer

Firm
MENDELSON & MENDELSON CPA'S A PC
Address
12505 PARK POTOMAC AVE STE 250, POTOMAC, MD 20854-6805
Preparer
Michael J Pearlstein CPA
Phone
3016560001
Raw XML Appendix336 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.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt01269
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0INDIRECT ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01269
AmortizationSchedule/AmortizationScheduleDetail/AcquiredCompletedOrExpendedDt02010-02-20
AmortizationSchedule/AmortizationScheduleDetail/AmortizationPeriodRt015.0000
AmortizationSchedule/AmortizationScheduleDetail/AmortizedAmt010822
AmortizationSchedule/AmortizationScheduleDetail/AmortizedExpensesDesc0ORGANIZATION COST - LEGAL
AmortizationSchedule/AmortizationScheduleDetail/CurrentYearAmortizationAmt0721
AmortizationSchedule/AmortizationScheduleDetail/DeductionForPriorYearsAmt0886
AmortizationSchedule/AmortizationScheduleDetail/TotalAmortizationAmt01607
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0VARIOUS MUTUAL BOND FUNDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0149830
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0145301
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0VARIOUS MARKETABLE SECURITIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1VARIOUS EQUITY MUTUAL FUNDS
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/RelatedOrExemptFunctionIncmAmt027829
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt0404186
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt0232
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0UNRECAPTURED SEC. 1250 GAIN
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt073
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0432320
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0432320
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01269
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01269
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt028134
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0404186
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt042500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt042500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0515620
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt027829
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt027829
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt027829
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0887894
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02668282
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt0232
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0232
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0232
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0404186
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0415422
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt014793
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt015514
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt073
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt073
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0763
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0763
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt028134
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt042500
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt016825
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt060046
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0432247
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0947940
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt016825
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt017546
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02013-06-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt02264096
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0403682
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0403682
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt02667778
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0VARIOUS SECURITES - SEE ATTACHED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02014-11-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0404186
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0887894
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02596186
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01708292
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02596186
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt04154
IRS990PF/DistributableAmountGrp/TotalTaxAmt04154
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt013
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt04154
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt04154
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt04154
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt04167
IRS990PF/FMVAssetsEOYAmt02582442
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0521150
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01128092
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0149830
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0145301
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt01607
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt010822
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt09936
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt09215
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt049114
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt02437141
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt02437141
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01708292
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02596186
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02582442
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01708292
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02596186
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01708292
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02596186
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt01708292
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt02596186
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt00
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt00
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MARY LOUISE COHEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1BRUCE COHEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2PHILLIP COHEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3DICKSON COHEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4ELIZABETH COHEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt02000 MASSACHUSETTS AVE NW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt12000 MASSACHUSETTS AVE NW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt22000 MASSACHUSETTS AVE NW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3200 MASSACHUSETTS AVE NW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt42000 MASSACHUSETTS AVE NW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0WASHINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1WASHINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2WASHINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3WASHINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4WASHINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0DC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1DC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2DC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3DC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4DC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd020036
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd120036
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd220036
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd320036
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd420036
IRS990PF/Organization501c3ExemptPFInd0X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 SACHS CO
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01735 MARKET ST
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0PHILADELPHIA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0PA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd019103
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum02156567825
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0BRUCE MARY LOUISE COHEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt115000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt220000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt32500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0HEALTH CARE DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1EDUCATE GIRLS IN AFRICA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2MEDICAL ASSISTANCE TO CANCER CHILDRE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3PEDIATRIC ART THERAPY FOR CHILDREN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0THE ADVOCACY PROJECT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1BATONGA FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2THE ASLAN PROJECT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3TRACY'S KIDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt0THE ADVOCACY PROJECT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt1BATONGA FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt2THE ASLAN PROJECT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt3TRACY'S KIDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501(C)3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2501(C)3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3501(C)3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02201 P STREET NW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12000 MASSACHUSETTS AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt22000 MASSACHUSETTS AVE NW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt35509 DEVON ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt02201 P STREET NW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt13000 MASSACHUSETTS AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt2SUITE 100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3BETHESDA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd020037
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd120036
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd220036
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd320814
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt042500
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/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt078000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0212600
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0137300
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0112327
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt05335
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt05335
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0582727
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt042500
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt078000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0212600
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0137300
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0112327
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt042500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt042500
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0588062
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0545562
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt01607
LandEtcSchedule2/LandEtcGrp/BookValueAmt09215
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0ORGANIZATION COST
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt010822
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2SPEAKER FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt011793
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt13000
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt011793
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt13000
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt073
OtherIncomeSchedule2/OtherIncomeDetail/Desc0UNRECAPTURED SEC. 1250 GAIN
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt073
TaxesSchedule/TaxesDetail/Amt0239
TaxesSchedule/TaxesDetail/Amt1524
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0239
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1524
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MARY LOUISE COHEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02028334567
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-09-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOURNEY FUND
ReturnHeader/Filer/BusinessNameControlTxt0JOUR
ReturnHeader/Filer/EIN0616383656
ReturnHeader/Filer/PhoneNum02028334567
ReturnHeader/Filer/USAddress/AddressLine1Txt02000 MASSACHUSETTS AVE NW
ReturnHeader/Filer/USAddress/CityNm0WASHINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DC
ReturnHeader/Filer/USAddress/ZIPCd020036
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0520954153
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MENDELSON & MENDELSON CPA'S A PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt012505 PARK POTOMAC AVE STE 250
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0POTOMAC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0208546805
ReturnHeader/PreparerPersonGrp/PhoneNum03016560001
ReturnHeader/PreparerPersonGrp/PreparationDt02015-09-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL J PEARLSTEIN CPA
ReturnHeader/ReturnTs02015-09-28T17:09:15-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,596,186
Liabilities
$0
Net assets
$2,596,186
Revenue
$947,940
Expenses
$60,046
Net income
$887,894
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.28$0.00$2.28$0.68$0.16$0.53
2023Detailed filing. Detailed filing data is available for this year.$1.75$0.00$1.75$0.05$0.13$0.08
2022Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.01$0.13$0.15
2021Detailed filing. Detailed filing data is available for this year.$1.98$0.00$1.98$0.13$0.11$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.96$0.00$1.96$0.08$0.14$0.06
2019Detailed filing. Detailed filing data is available for this year.$2.01$0.00$2.01$0.11$0.32$0.21
2018Detailed filing. Detailed filing data is available for this year.$2.22$0.00$2.22$0.11$0.27$0.16
2017Detailed filing. Detailed filing data is available for this year.$2.38$0.00$2.38$0.06$0.26$0.19
2016Detailed filing. Detailed filing data is available for this year.$2.57$0.00$2.57$0.00$0.39$0.39
2015Detailed filing. Detailed filing data is available for this year.$2.96$0.00$2.96$0.50$0.14$0.36
2014Detailed filing. Detailed filing data is available for this year.$2.60$0.00$2.60$0.95$0.06$0.89
2013Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$0.09$0.09$0.01
2012Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$0.25
2011Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.15
2010Detailed filing. Detailed filing data is available for this year.$1.96$0.00$1.96$0.11