Civic Intelligence

Jlo Charitable Foundation Inc.

990PF • Fiscal year 2018 • EIN 82-2157161

Jan 01, 2018 to Dec 31, 2018 • Filed on Aug 08, 2019

Organization Profile
7 Westgate RdMobile, AL 36608

(251) 634-0470

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

3rd percentile

-399%

Higher net margin than 3% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

32nd percentile

-7.3%

Faster asset growth than 32% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

2nd percentile

-98%

Faster revenue growth than 2% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$202,503

Down $15,954 (-7.3%) from 2017

Net Assets

Down

$202,503

Down $15,954 (-7.3%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin3rd percentile

Revenue

Down

$3,996

Down $222,492 (-98%) from 2017

Expenses

Up

$19,950

Up $13,407 (+205%) from 2017

Net Income

Down

-$15,954

Down $235,899 (-107%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

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

$300K$200K$100K$0Assets 2017: $218,457Liabilities 2017: $0Net Assets 2017: $218,4572017Assets 2018: $202,503Liabilities 2018: $0Net Assets 2018: $202,5032018Assets 2019: $196,308Liabilities 2019: $1Net Assets 2019: $196,3082019Assets 2020: $198,039Liabilities 2020: $1Net Assets 2020: $198,0392020Assets 2021: $268,772Liabilities 2021: $1Net Assets 2021: $268,7722021Assets 2022: $254,877Liabilities 2022: $1Net Assets 2022: $254,8772022Assets 2023: $247,895Liabilities 2023: $1Net Assets 2023: $247,8952023Assets 2024: $146,278Liabilities 2024: $0Net Assets 2024: $146,2782024

Highlighted filing

2018

Assets$202,503
Liabilities$0
Net Assets$202,503
Open 2018 Filing

Operations Trend

Revenue Growth2nd percentile

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

$300K$200K$100K$0-$100KRevenue 2017: $226,488Expenses 2017: $6,543Net Income 2017: $219,9452017Revenue 2018: $3,996Expenses 2018: $19,950Net Income 2018: -$15,9542018Revenue 2019: $7,351Expenses 2019: $12,994Net Income 2019: -$5,6432019Revenue 2020: $8,782Expenses 2020: $12,837Net Income 2020: -$4,0552020Revenue 2021: $20,771Expenses 2021: $12,900Net Income 2021: $7,8712021Revenue 2022: $13,002Expenses 2022: $15,700Net Income 2022: -$2,6982022Revenue 2023: $12,094Expenses 2023: $15,654Net Income 2023: -$3,5602023Revenue 2024: $7,202Expenses 2024: $15,643Net Income 2024: -$8,4412024

Highlighted filing

2018

Revenue$3,996
Expenses$19,950
Net Income-$15,954
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Aug 8, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jerome L O BrienOfficer-$0--
Mary A O BrienOfficer-$0--
Barclay HarleOfficer-$0--
Jerome L O Brien JrOfficer-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-Capital CampaignNCMobile, AL, US$14,000
Paid Grant-To help support the Sacred Heart ResidenceNCMobile, AL, US$5,000
Paid Grant-Help Support ActivitiesNCMobile, AL, US$500
Filing and Contact Details

Filer

Filer Name
JLO Charitable Foundation Inc
EIN
82-2157161
Address
7 Westgate Rd, Mobile, AL 36608

Signing Officer

Name
Jerome L O Brien
Title
Officer
Phone
2516618100
Signed
2019-08-08
Discuss with paid preparer
Yes

Preparer

Firm
John L Ellisor Jr CPA
Address
7200 Carson Road South, Mobile, AL 36695
Preparer
John L Ellisor Jr
Phone
2516340470
Raw XML Appendix308 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Jerome L O Brien
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Mary A O Brien
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Barclay Harle
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Jerome L O Brien Jr
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IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0St Ignatius Church 3704 Springhill Ave Mobile AL 36608
IRS990PF/SummaryOfDirectChrtblActyGrp/Description3Txt0Big Brothers Big Sisters of South Alabama 3 South Royal Street Ste 300 Mobile AL 36602
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2500
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1St Ignatius Church
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2Big Brothers Big Sisters of S AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt13704 Springhill Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt23 South Royal St Ste 300
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt014536
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt014536
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0129964
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0129964
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0144500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0129964
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0129964
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt0450
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Fees
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0450
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0450
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jerome L O Brien
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Officer
ReturnHeader/BusinessOfficerGrp/PhoneNum02516618100
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-08-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JLO Charitable Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0JLOC
ReturnHeader/Filer/EIN0822157161
ReturnHeader/Filer/USAddress/AddressLine1Txt07 Westgate Rd
ReturnHeader/Filer/USAddress/CityNm0Mobile
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd036608
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0C8974C95FAE30AE8B375698FCC0DA6536DE80BA8
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C8974C95FAE30AE8B375698FCC0DA6536DE80BA8
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId06321452019240yk4550z
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-08-28
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt073.118.105.196
ReturnHeader/FilingSecurityInformation/IPDt02019-08-28
ReturnHeader/FilingSecurityInformation/IPTm015:28:37
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0631131205
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0John L Ellisor Jr CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07200 Carson Road South
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Mobile
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd036695
ReturnHeader/PreparerPersonGrp/PhoneNum02516340470
ReturnHeader/PreparerPersonGrp/PreparationDt02019-08-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0John L Ellisor Jr
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-08-22T13:05:47-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$202,503
Liabilities
$0
Net assets
$202,503
Revenue
$3,996
Expenses
$19,950
Net income
-$15,954
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.07$0.16$0.08
2023Detailed filing. Detailed filing data is available for this year.$2.48$0.00$2.48$0.12$0.16$0.04
2022Detailed filing. Detailed filing data is available for this year.$2.55$0.00$2.55$0.13$0.16$0.03
2021Detailed filing. Detailed filing data is available for this year.$2.69$0.00$2.69$0.21$0.13$0.08
2020Detailed filing. Detailed filing data is available for this year.$1.98$0.00$1.98$0.09$0.13$0.04
2019Detailed filing. Detailed filing data is available for this year.$1.96$0.00$1.96$0.07$0.13$0.06
2018Detailed filing. Detailed filing data is available for this year.$2.03$0.00$2.03$0.04$0.20$0.16
2017Detailed filing. Detailed filing data is available for this year.$2.18$0.00$2.18$2.26$0.07$2.20