Civic Intelligence

Frances and Ronald Jaffe Foundation

990PF • Fiscal year 2024 • EIN 65-6319680

Dec 01, 2023 to Nov 30, 2024 • Filed on Feb 06, 2025

Organization Profile
10570 Enders RoadBozeman, MT 59718

(772) 713-3188

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Net Margin

80th percentile

34%

Higher net margin than 80% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Asset Growth

51st percentile

3.5%

Faster asset growth than 51% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

83rd percentile

71%

Faster revenue growth than 83% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$1,201,284

Up $40,879 (+3.5%) from 2023

Net Assets

Up

$1,201,284

Up $40,879 (+3.5%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue33rd percentileNet Margin80th percentile

Revenue

Up

$124,179

Up $51,636 (+71%) from 2023

Expenses

Up

$82,522

Up $2,581 (+3.2%) from 2023

Net Income

Up

$41,657

Up $49,055 (+663%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

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

$1.5M$1.0M$500K$0Assets 2011: $654,809Liabilities 2011: $02011Assets 2012: $673,636Liabilities 2012: $0Net Assets 2012: $673,6362012Assets 2013: $740,316Liabilities 2013: $0Net Assets 2013: $740,3162013Assets 2014: $754,325Liabilities 2014: $0Net Assets 2014: $754,3252014Assets 2015: $978,975Liabilities 2015: $0Net Assets 2015: $978,9752015Assets 2016: $1,007,703Liabilities 2016: $0Net Assets 2016: $1,007,7032016Assets 2017: $1,014,866Liabilities 2017: $0Net Assets 2017: $1,014,8662017Assets 2018: $1,048,439Liabilities 2018: $0Net Assets 2018: $1,048,4392018Assets 2019: $1,078,925Liabilities 2019: $0Net Assets 2019: $1,078,9252019Assets 2020: $1,131,213Liabilities 2020: $0Net Assets 2020: $1,131,2132020Assets 2021: $1,182,292Liabilities 2021: $0Net Assets 2021: $1,182,2922021Assets 2022: $1,168,916Liabilities 2022: $0Net Assets 2022: $1,168,9162022Assets 2023: $1,160,405Liabilities 2023: $0Net Assets 2023: $1,160,4052023Assets 2024: $1,201,284Liabilities 2024: $0Net Assets 2024: $1,201,2842024Assets 2025: $1,252,815Liabilities 2025: $0Net Assets 2025: $1,252,8152025

Highlighted filing

2024

Assets$1,201,284
Liabilities$0
Net Assets$1,201,284
Open 2024 Filing

Operations Trend

Revenue Growth83rd percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $40,376Expenses 2011: $51,484Net Income 2011: -$11,1082011Expenses 2012: $42,0682012Expenses 2013: $44,4202013Revenue 2014: $61,895Expenses 2014: $47,886Net Income 2014: $14,0092014Revenue 2015: $260,743Expenses 2015: $38,113Net Income 2015: $222,6302015Revenue 2016: $83,932Expenses 2016: $50,703Net Income 2016: $33,2292016Revenue 2017: $70,464Expenses 2017: $63,301Net Income 2017: $7,1632017Revenue 2018: $101,715Expenses 2018: $68,142Net Income 2018: $33,5732018Revenue 2019: $67,278Expenses 2019: $36,792Net Income 2019: $30,4862019Revenue 2020: $126,014Expenses 2020: $73,726Net Income 2020: $52,2882020Revenue 2021: $176,725Expenses 2021: $125,646Net Income 2021: $51,0792021Revenue 2022: $77,636Expenses 2022: $91,012Net Income 2022: -$13,3762022Revenue 2023: $72,543Expenses 2023: $79,941Net Income 2023: -$7,3982023Revenue 2024: $124,179Expenses 2024: $82,522Net Income 2024: $41,6572024Revenue 2025: $144,012Expenses 2025: $91,648Net Income 2025: $52,3642025

Highlighted filing

2024

Revenue$124,179
Expenses$82,522
Net Income$41,657
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2023 to Nov 30, 2024
Signed
Feb 6, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FRANCES P JAFFEDirector-$0--
DAVID A JAFFEDirector-$0--
FRAULEIN F JAFFEPresident-$0--
REBECCA J ALEXANDERDirector-$0--
IAIN M ALEXANDERDirector-$0--
MARGOT S KORNICKSDirector-$0--
Filing and Contact Details

Filer

Filer Name
Frances and Ronald Jaffe Foundation
EIN
65-6319680
Phone
7727133188
Address
10570 ENDERS ROAD, BOZEMAN, MT 59718

Signing Officer

Name
Fraulein F Jaffe
Title
President
Phone
7727780552
Signed
2025-02-06
Discuss with paid preparer
Yes

Preparer

Firm
Kmetz Elwell Graham & Assoc Pllc
Address
2800 OCEAN DRIVE, VERO BEACH, FL 32963-2064
Preparer
Brian J Elwell CPA
Phone
7722316902
Raw XML Appendix304 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/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0FRAULEIN F JAFFE
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt010570 ENDERS ROAD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BOZEMAN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd059718
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0FL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum07727133188
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0PROVIDE FUNDING FOR EDUCATION INITIATIVES AND SCHOLARSHIPS TO STUDENTS THROUGH CONTRIBUTIONS TO 501(C) (3)ORGANIZATIONS.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt077900
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt057900
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt120000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0INDIAN RIVER STATE FOUNDATION INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1SCHOLARSHIP FOUNDATION OF IRC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(1)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt03209 VIRGINIA AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1P O BOX 1820
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0FORT PIERCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1VERO BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd034981
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd132961
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt077900
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/AppliedToCurrentYearAmt079800
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt080714
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0914
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt03637
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt010878
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt013944
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0914
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt027545
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt03637
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt010878
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt013030
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt079800
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt027545
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt028459
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0778
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0TIMING ADJUSTMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0673
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0BNY MELLON
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0673
TaxesSchedule/TaxesDetail/Amt01997
TaxesSchedule/TaxesDetail/Amt152
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt052
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0FRAULEIN F JAFFE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07727780552
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-02-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FRANCES AND RONALD JAFFE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0FRAN
ReturnHeader/Filer/EIN0656319680
ReturnHeader/Filer/PhoneNum07727133188
ReturnHeader/Filer/USAddress/AddressLine1Txt010570 ENDERS ROAD
ReturnHeader/Filer/USAddress/CityNm0BOZEMAN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd059718
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271238921
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KMETZ ELWELL GRAHAM & ASSOC PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02800 OCEAN DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0VERO BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0329632064
ReturnHeader/PreparerPersonGrp/PhoneNum07722316902
ReturnHeader/PreparerPersonGrp/PreparationDt02025-02-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRIAN J ELWELL CPA
ReturnHeader/ReturnTs02025-02-20T07:56:35-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-12-01
ReturnHeader/TaxPeriodEndDt02024-11-30
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,201,284
Liabilities
$0
Net assets
$1,201,284
Revenue
$124,179
Expenses
$82,522
Net income
$41,657
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.14$0.09$0.05
2024Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.12$0.08$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.07$0.08$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.08$0.09$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.18$0.13$0.05
2020Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.13$0.07$0.05
2019Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.07$0.04$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.10$0.07$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.07$0.06$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.08$0.05$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.26$0.04$0.22
2014Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$0.06$0.05$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$0.04
2012Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$0.04
2011Summary only. Only limited summary data is available for this year.$0.65$0.00$0.04$0.05$0.01