Civic Intelligence

The Jadyn Fred Fund

990 • Fiscal year 2020 • EIN 81-0541447

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 12, 2021

PO Box 72Helena, MT 59624

(406) 370-2159

Siviq Scores

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

Liabilities / Assets

34th percentile

0.00x

Higher debt load relative to assets than 34% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

37th percentile

0.01x

Higher debt load relative to revenue than 37% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Net Margin

73rd percentile

22%

Higher net margin than 73% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

63rd percentile

$43,266

Higher top officer pay than 63% of similar nonprofits.

Top officer pay equals 19.4% of source-year revenue.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Asset Growth

56th percentile

9.6%

Faster asset growth than 56% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

34th percentile

-13%

Faster revenue growth than 34% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Assets

Up

$578,342

Up $50,611 (+9.6%) from 2019

Net Assets

Up

$575,592

Up $49,538 (+9.4%) from 2019

Liabilities

Up

$2,750

Up $1,073 (+64%) from 2019

Revenue

Down

$223,290

Down $33,008 (-13%) from 2019

Expenses

Down

$173,752

Down $21,877 (-11%) from 2019

Net Income

Down

$49,538

Down $11,131 (-18%) from 2019

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $344,754Liabilities 2011: $705Net Assets 2011: $344,0492011Assets 2012: $362,038Liabilities 2012: $189Net Assets 2012: $361,8492012Assets 2013: $396,936Liabilities 2013: $8862013Assets 2014: $404,105Liabilities 2014: $9302014Assets 2016: $468,763Liabilities 2016: $974Net Assets 2016: $467,7892016Assets 2017: $479,843Liabilities 2017: $1,354Net Assets 2017: $478,4892017Assets 2018: $467,243Liabilities 2018: $1,959Net Assets 2018: $465,2842018Assets 2019: $527,731Liabilities 2019: $1,677Net Assets 2019: $526,0542019Assets 2020: $578,342Liabilities 2020: $2,750Net Assets 2020: $575,5922020Assets 2021: $619,244Liabilities 2021: $2,273Net Assets 2021: $616,9712021Assets 2022: $628,320Liabilities 2022: $2,078Net Assets 2022: $626,2422022Assets 2023: $598,256Liabilities 2023: $0Net Assets 2023: $598,2562023Assets 2024: $560,214Liabilities 2024: $0Net Assets 2024: $560,2142024

Highlighted filing

2020

Assets$578,342
Liabilities$2,750
Net Assets$575,592

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $210,677Expenses 2011: $92,441Net Income 2011: $118,2362011Revenue 2012: $117,504Expenses 2012: $99,704Net Income 2012: $17,8002012Revenue 2013: $117,900Expenses 2013: $83,699Net Income 2013: $34,2012013Revenue 2014: $119,660Expenses 2014: $112,535Net Income 2014: $7,1252014Revenue 2016: $196,438Expenses 2016: $143,039Net Income 2016: $53,3992016Revenue 2017: $179,503Expenses 2017: $168,803Net Income 2017: $10,7002017Revenue 2018: $164,257Expenses 2018: $178,458Net Income 2018: -$14,2012018Revenue 2019: $256,298Expenses 2019: $195,629Net Income 2019: $60,6692019Revenue 2020: $223,290Expenses 2020: $173,752Net Income 2020: $49,5382020Revenue 2021: $238,137Expenses 2021: $196,758Net Income 2021: $41,3792021Revenue 2022: $279,121Expenses 2022: $269,850Net Income 2022: $9,2712022Revenue 2023: $240,925Expenses 2023: $268,911Net Income 2023: -$27,9862023Revenue 2024: $259,898Expenses 2024: $297,940Net Income 2024: -$38,0422024

Highlighted filing

2020

Revenue$223,290
Expenses$173,752
Net Income$49,538
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 12, 2021
Return Version
2020v4.1
Gross Receipts
$249,858
Mission and Program Overview

Mission

To provide financial support to families in need of a high level of medical care for their child. The benefits include motels, food, gasoline and emergency travel i.e. Airfare.

To provide financial support forterminally ill children

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$524,075$494,901▼ $29,174
Cash and Non-Interest-Bearing Accounts$3,195$83,057▲ $79,862
Land, Buildings, and Equipment, Net$461$384▼ $77
Total Assets$527,731$578,342▲ $50,611
Liabilities
Accounts Payable and Accrued Expenses$1,677$2,750▲ $1,073
Total Liabilities$1,677$2,750▲ $1,073
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$526,054$575,592▲ $49,538
Total Net Assets Fund Balance$526,054$575,592▲ $49,538
Total Liabilities and Net Assets / Fund Balance$527,731$578,342▲ $50,611

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$384$4,007$4,391
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
J Lynn FredExecutive DirectorFT$32,091$11,175$43,266

Board Members and Trustees

NameTitle
Britt FredPresident & Director
Alecia FredDirector
Angie VioletteDirector
Ashley LarkinDirector
Bridger PierceDirector
Jeff GreerDirector
John J SchermerhornDirector
Kevin CadyDirector
Kim HeatonDirector
Kim SheehanDirector
Kobi GibbsDirector
Mark GarnaasDirector
Michelle AllenDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$211,244
Program Service Revenue
$0
Investment Income
$293
Other Revenue
$11,753
All Other Contributions
$135,447
Change in Net Assets
$49,538
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$90,522
Total Fundraising Expense$62,648
Salaries, Compensation, and Employee Benefits$45,755
Other Expenses$37,475
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$90,522--$90,522
Current Officers, Directors, Trustees, and Key Employees$4,326$4,327$34,613$43,266
Fees for Services Accounting$1,330$3,990$1,330$6,650
Travel$2,509$222$296$3,027
Office Expenses$661$293$1,981$2,935
Payroll Taxes$249$249$1,991$2,489
Information Technology$289$289$1,349$1,927
Fees for Services Other--$1,524$1,524
Insurance$39$39$310$388
Other Expenses$74$222$74$370
Depreciation Depletion$11$12$54$77
All Other Expenses-$68-$68
Advertising$3$54$3$60
Total Functional Expenses$100,013$11,091$62,648$173,752
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$38,321
Fundraising Direct Expenses$26,568
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$28,862$21,242$326$20,916
Evening Event$42,874$17,079$17,079$0
Total Events$77,118$38,321$26,568$11,753
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

J. Lynn fred is the father of britt fred. Alecia and britt fred are married.

Form 990, Part VI, Section B, Line 11B

Review by accountant, president and key employee

Form 990, Part VI, Section B, Line 15A

(box 56) review by accountant, president, compare to similar positions

Form 990, Part VI, Section C, Line 19

UPON REQUEST

Filing and Contact Details

Filer

Filer Name
The Jadyn Fred Fund
EIN
81-0541447
Phone
4063702159
Address
PO BOX 72, HELENA, MT 59624

Signing Officer

Name
J Lynn Fred
Title
Executive Director
Phone
4063702159
Signed
2021-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
J Lynn Fred
Formed
2001
Legal Domicile
Mt
Voting Board Members
13
Independent Board Members
13
Employees
1
Volunteers
20

Preparer

Firm
Anderson Zurmuehlen & Co Pc
Address
1821 SOUTH AVE WEST FL 5, MISSOULA, MT 59801
Preparer
Graham Black CPA
Phone
4067217800
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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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IRS990/Form990PartVIISectionAGrp/PersonNm6BRIDGER PIERCE
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1222
IRS990/OtherExpensesGrp/ProgramServicesAmt074
IRS990/OtherExpensesGrp/TotalAmt015439
IRS990/OtherExpensesGrp/TotalAmt13684
IRS990/OtherExpensesGrp/TotalAmt21326
IRS990/OtherExpensesGrp/TotalAmt3370
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt01991
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0249
IRS990/PayrollTaxesGrp/ProgramServicesAmt0249
IRS990/PayrollTaxesGrp/TotalAmt02489
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0J LYNN FRED
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0COLLECT AND DISTRIBUTE DONATED CASH AND CHRISTMAS GIFTS FOR CHILDREN OF 17 FAMILIES WITH CHILDREN FACING SERIOUS HEALTH ISSUES.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt010066
IRS990/ProgSrvcAccomActy2Grp/GrantAmt010066
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0279459
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0118996
IRS990/PYInvestmentIncomeAmt0267
IRS990/PYOtherExpensesAmt033460
IRS990/PYOtherRevenueAmt0-23428
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt060669
IRS990/PYSalariesCompEmpBnftPaidAmt043173
IRS990/PYTotalExpensesAmt0195629
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0256298
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt049538
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0524075
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0494901
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0232483
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0279429
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0183604
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0213267
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0196182
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01104965
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0293
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0267
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0273
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0260
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0256
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01349
IRS990ScheduleA/InvestmentIncomePYPct00.00130
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt011753
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0-23428
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt0-19620
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0-31295
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.93760
IRS990ScheduleA/PublicSupportPY170Pct00.82250
IRS990ScheduleA/PublicSupportPY509Pct00.82250
IRS990ScheduleA/PublicSupportTotal170Amt01007954
IRS990ScheduleA/SubstantialContributorsTotAmt097011
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0232483
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0279429
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0183604
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0213267
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0196182
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01104965
IRS990ScheduleA/TotalSupportAmt01075019
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0384
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt04007
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt04391
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0384
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt038797
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt07620
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt025795
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt05382
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt026568
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0EVENING EVENT
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt01280
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt01280
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt028862
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt042874
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt05382
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt077118
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt021242
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt017079
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt038321
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt011753
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt0280
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt01431
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt01711
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt0172
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt017577
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0326
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt017079
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt06
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt06000
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt06000
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt090522
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0FINANCIAL ASSISTANCE TO FAMILIES IN NEED OF MEDICAL CARE FOR THEIR CHILDREN.
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt0100
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0EXECUTIVE DIRECTOR AND RECIPIENT'S SOCIAL WORKER COMMUNICATE AND MONITOR THAT FUNDS ARE USED APPROPRIATELY.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0J. LYNN FRED IS THE FATHER OF BRITT FRED. ALECIA AND BRITT FRED ARE MARRIED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1REVIEW BY ACCOUNTANT, PRESIDENT AND KEY EMPLOYEE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2(BOX 56) REVIEW BY ACCOUNTANT, PRESIDENT, COMPARE TO SIMILAR POSITIONS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00

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