Civic Intelligence

Jay and Sarah Flatley Foundation

EIN 81-3855993 • Wilmington, DE

Foundation Source 501 Silverside RdWilmington, DE 19809-1377
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

20th percentile

0.00x

Higher debt load relative to assets than 20% of similar nonprofits.

$25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

24th percentile

0.02x

Higher debt load relative to revenue than 24% of similar nonprofits.

$25M-$50M nonprofits • Source year 2024

Net Margin

19th percentile

-8.6%

Higher net margin than 19% of similar nonprofits.

$25M-$50M nonprofits • Source year 2024

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

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

$25M-$50M nonprofits • Source year 2024

Asset Growth

27th percentile

-0.5%

Faster asset growth than 27% of similar nonprofits.

$25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

48th percentile

7.6%

Faster revenue growth than 48% of similar nonprofits.

$25M-$50M nonprofits • Annualized from 2023 to 2024

Assets

Down

$26,411,084

Down $121,316 (-0.5%) from 2023

Liabilities

Up

$32,978

Up $14,469 (+78%) from 2023

Net Assets

$26,378,106

No earlier filing loaded for comparison.

Revenue

Up

$1,588,121

Up $111,600 (+7.6%) from 2023

Expenses

Up

$1,723,906

Up $155,417 (+9.9%) from 2023

Net Income

Down

-$135,785

Down $43,817 (-48%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30M$20M$10M$0Assets 2018: $17,324,610Liabilities 2018: $29,126Net Assets 2018: $17,295,4842018Assets 2019: $18,467,535Liabilities 2019: $15,340Net Assets 2019: $18,452,1952019Assets 2020: $21,313,140Liabilities 2020: $42,436Net Assets 2020: $21,270,7042020Assets 2021: $24,167,003Liabilities 2021: $23,219Net Assets 2021: $24,143,7842021Assets 2022: $26,640,321Liabilities 2022: $34,4622022Assets 2023: $26,532,400Liabilities 2023: $18,5092023Assets 2024: $26,411,084Liabilities 2024: $32,978Net Assets 2024: $26,378,1062024

Highlighted filing

2024

Assets$26,411,084
Liabilities$32,978
Net Assets$26,378,106

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$10M$5.0M$0-$5.0MRevenue 2018: $7,917,787Expenses 2018: $449,339Net Income 2018: $7,468,4482018Revenue 2019: $1,645,350Expenses 2019: $488,639Net Income 2019: $1,156,7112019Revenue 2020: $3,824,509Expenses 2020: $1,006,000Net Income 2020: $2,818,5092020Revenue 2021: $3,840,223Expenses 2021: $967,143Net Income 2021: $2,873,0802021Revenue 2022: $3,942,929Expenses 2022: $1,480,854Net Income 2022: $2,462,0752022Revenue 2023: $1,476,521Expenses 2023: $1,568,489Net Income 2023: -$91,9682023Revenue 2024: $1,588,121Expenses 2024: $1,723,906Net Income 2024: -$135,7852024

Highlighted filing

2024

Revenue$1,588,121
Expenses$1,723,906
Net Income-$135,785

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 14, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jay FlatleyDir, Co- Pres, Sec, Treas-$0--
Sarah FlatleyCo- Pres, Director-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantGS DONOR ADVISED PHILANTHROPY FUND FOR WEALTH MANAGeneral & UnrestrictedPCNEW YORK, NY, US$500,000
Paid GrantSALK INSTITUTE FOR BIOLOGICAL STUDIESto support neurology research and to the building fundPCLA JOLLA, CA, US$250,000
Paid GrantCLAREMONT-MCKENNA COLLEGERobert Day Sciences Center, Jay '74 and Sarah Flatley ClassroomPCCLAREMONT, CA, US$200,000
Paid GrantTEXAS CHRISTIAN UNIVERSITYto Athletic Performance Center and to School of NursingPCFORT WORTH, TX, US$175,000
Paid GrantU C SAN DIEGO FOUNDATIONMoore's Cancer CenterPCLA JOLLA, CA, US$100,000
Paid GrantCENTER FOR AMERICAN GREATNESS INCGeneral & UnrestrictedPCPHOENIX, AZ, US$50,000
Paid GrantSALK INSTITUTE FOR BIOLOGICAL STUDIESSymphony at SalkPCLA JOLLA, CA, US$50,000
Paid GrantSCRIPPS HEALTHtoward Scripps cardiac and to general Scripps HealthPCLA JOLLA, CA, US$50,000
Paid GrantU C SAN DIEGO FOUNDATIONAlzheimer's researchPCLA JOLLA, CA, US$50,000
Paid GrantSTANFORD UNIVERSITYGeneral & UnrestrictedPCSTANFORD, CA, US$25,000
Paid GrantUNIVERSITY OF SOUTHERN CALIFORNIAGeneral & UnrestrictedPCLOS ANGELES, CA, US$25,000
Paid GrantCLAREMONT-MCKENNA COLLEGEClass of 1974 Endowed Scholarship fund and the Class of 1974 Annual Speakers ProgramPCCLAREMONT, CA, US$2,500
Filing and Contact Details

Filer

Filer Name
Jay and Sarah Flatley Foundation
EIN
81-3855993
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
Sarah Flatley
Title
Co-president
Phone
8008391754
Signed
2025-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
3333 New Hyde Park Rd Ste 406, New Hyde Park, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
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GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt1form 926
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0THE FOUNDATION HAS PREPARED THIS FORM TO THE BEST OF ITS ABILITY BASED ON THE LIMITED INFORMATION PROVIDED TO IT BY THE INVESTMENT ON WHICH THE FOUNDATION IS REPORTING AND ON THE BASIS OF HAVING RECEIVED NO INFORMATION TO THE CONTRARY. ANY MISSING OR INCOMPLETE INFORMATION IS DUE TO THE FOUNDATION'S INABILITY TO OBTAIN SUCH INFORMATION AND IS NOT A WILLFUL ATTEMPT TO WITHHOLD SUCH INFORMATION.
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt1The Foundation has prepared this form to the best of its ability based on the limited information provided to it by the investment on which the Foundation is reporting and on the basis of having received no information to the contrary. Any missing or incomplete information is due to the Foundation's inability to obtain such information and is not a willful attempt to withhold such information.
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ADOBE SYSTEMS, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ADYEN N.V.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2AERCAP HOLDING N.V
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3AIA GROUP LTD ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4ALCOA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5ALCON INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6ALFA LAVAL AB
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7ALLIANZ SE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8ALPHABET INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9ALPHABET INC CL C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10AMAZON COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11AMBEV SA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12ANALOG DEVICES INC

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