Civic Intelligence

Jonathan and Meredith Meeks Foundation

990PF • Fiscal year 2023 • EIN 82-2408949

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 13, 2024

Organization Profile
Foundation Source 501 Silverside RdWilmington, DE 19809-1377

(800) 839-1754

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2023 filings • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

21st percentile

0.00x

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

2023 filings • $5M-$10M nonprofits • Source year 2023

Net Margin

3rd percentile

-316%

Higher net margin than 3% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

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

2023 filings • $5M-$10M nonprofits • Source year 2023

Asset Growth

4th percentile

-21%

Faster asset growth than 4% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

16th percentile

-27%

Faster revenue growth than 16% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$7,009,962

Down $1,832,962 (-21%) from 2022

Net Assets

Down

$7,009,962

Down $1,832,962 (-21%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin3rd percentile

Revenue

Down

$580,953

Down $217,387 (-27%) from 2022

Expenses

Up

$2,413,915

Up $2,311,004 (+2246%) from 2022

Net Income

Down

-$1,832,962

Down $2,528,391 (-364%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth4th percentile

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

$15M$10M$5.0M$0Assets 2018: $4,040,860Liabilities 2018: $0Net Assets 2018: $4,040,8602018Assets 2019: $3,752,073Liabilities 2019: $0Net Assets 2019: $3,752,0732019Assets 2020: $8,370,288Liabilities 2020: $0Net Assets 2020: $8,370,2882020Assets 2021: $8,147,495Liabilities 2021: $0Net Assets 2021: $8,147,4952021Assets 2022: $8,842,924Liabilities 2022: $0Net Assets 2022: $8,842,9242022Assets 2023: $7,009,962Liabilities 2023: $0Net Assets 2023: $7,009,9622023Assets 2024: $14,509,554Liabilities 2024: $0Net Assets 2024: $14,509,5542024

Highlighted filing

2023

Assets$7,009,962
Liabilities$0
Net Assets$7,009,962
Open 2023 Filing

Operations Trend

Revenue Growth16th percentile

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

$10M$5.0M$0-$5.0MRevenue 2018: $1,463,564Expenses 2018: $52,785Net Income 2018: $1,410,7792018Revenue 2019: $196,890Expenses 2019: $485,677Net Income 2019: -$288,7872019Revenue 2020: $4,837,347Expenses 2020: $219,132Net Income 2020: $4,618,2152020Revenue 2021: $332,208Expenses 2021: $555,001Net Income 2021: -$222,7932021Revenue 2022: $798,340Expenses 2022: $102,911Net Income 2022: $695,4292022Revenue 2023: $580,953Expenses 2023: $2,413,915Net Income 2023: -$1,832,9622023Revenue 2024: $8,257,448Expenses 2024: $777,856Net Income 2024: $7,479,5922024

Highlighted filing

2023

Revenue$580,953
Expenses$2,413,915
Net Income-$1,832,962
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 13, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay32nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jonathan MeeksCo- Pres, Dir, Treas-$0--
Meredith MeeksCo- Pres, Dir, Sec-$0--
Filing and Contact Details

Filer

Filer Name
Jonathan and Meredith Meeks Foundation
EIN
82-2408949
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
Meredith Meeks
Title
Secretary
Phone
8008391754
Signed
2024-11-13
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
Raw XML Appendix296 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
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0PART I LINE 6A (990-PF)
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0PART I LINE 6A (990-PF)
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0PART I LINE 6A (990-PF) - RECONCILIATION OF NET GAIN/(LOSS) FROM SALES OF ASSETS NOT INCLUDED IN PART IV TOTAL INCLUDED IN PART IV: (DETAILS BELOW) NET GAIN/(LOSS): $312,742 TOTAL NOT INCLUDED IN PART IV: PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - UBI NET GAIN/(LOSS): $150 TOTAL PART I, LINE 6A: $312,892 DETAILS OF ASSETS INCLUDED IN PART IV: PUBLICLY-TRAIDED SECURITIES GROSS SALES PRICE: $3,157,730 BOOK BASIS: $2,863,708 NET GAIN/(LOSS): $294,022 PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - NON UBI NET GAIN/(LOSS): $18,720
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt01442417
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1280115
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt222289
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0APOLLO GLOBAL MANAGEMENT, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1FS KKR CAPITAL CORP
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt05212220
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IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt03157730
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IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0312892
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt026912
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt055158
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Passthrough K1 Capital Gain/(Loss)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01903192
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-1832962
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt07009962
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Jonathan Meeks
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Meredith Meeks
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Co- Pres, Dir, Treas
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Co- Pres, Dir, Sec
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0Foundation Source 501 Silverside Rd
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1325 PLEASANT ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2220 MONTGOMERY ST STE 850
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PO BOX 2038
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1CONCORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3NEW HAVEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd020036
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd103301
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd294104
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd306521
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt02278250
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/AppliedToCurrentYearAmt0457244
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt089799
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0457244
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01758119
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01758119
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02305162
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01758119
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01758119
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt089799
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Administrative Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1K-1 Exp HIGH STREET PARTNERS I
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2State or Local Filing Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt026887
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt125
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt055158
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt026887
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt156969
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt225
OtherIncomeSchedule2/OtherIncomeDetail/Desc0K-1 Inc/Loss HIGH STREET PARTNERS II, LP
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt075302
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt070431
TaxesSchedule/TaxesDetail/Amt019100
TaxesSchedule/TaxesDetail/Amt131400
TaxesSchedule/TaxesDetail/Amt21284
TaxesSchedule/TaxesDetail/CategoryTxt0990-PF Estimated Tax for 2023
TaxesSchedule/TaxesDetail/CategoryTxt1990-PF Extension for 2022
TaxesSchedule/TaxesDetail/CategoryTxt2990-T Income Tax for 2022
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MEREDITH MEEKS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum08008391754
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Jonathan and Meredith Meeks Foundation
ReturnHeader/Filer/BusinessNameControlTxt0JOHN
ReturnHeader/Filer/EIN0822408949
ReturnHeader/Filer/InCareOfNm0% Foundation Source
ReturnHeader/Filer/PhoneNum08008391754
ReturnHeader/Filer/USAddress/AddressLine1Txt0Foundation Source 501 Silverside Rd
ReturnHeader/Filer/USAddress/CityNm0Wilmington
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DE
ReturnHeader/Filer/USAddress/ZIPCd0198091377
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Foundation Source
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03333 New Hyde Park Rd Ste 406
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0New Hyde Park
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011042
ReturnHeader/PreparerPersonGrp/PhoneNum08008391754
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeffrey D Haskell
ReturnHeader/ReturnTs02024-11-14T14:42:22-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,009,962
Liabilities
$0
Net assets
$7,009,962
Revenue
$580,953
Expenses
$2,413,915
Net income
-$1,832,962
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$14.5$0.00$14.5$8.26$0.78$7.48
2023Detailed filing. Detailed filing data is available for this year.$7.01$0.00$7.01$0.58$2.41$1.83
2022Detailed filing. Detailed filing data is available for this year.$8.84$0.00$8.84$0.80$0.10$0.70
2021Detailed filing. Detailed filing data is available for this year.$8.15$0.00$8.15$0.33$0.56$0.22
2020Detailed filing. Detailed filing data is available for this year.$8.37$0.00$8.37$4.84$0.22$4.62
2019Detailed filing. Detailed filing data is available for this year.$3.75$0.00$3.75$0.20$0.49$0.29
2018Detailed filing. Detailed filing data is available for this year.$4.04$0.00$4.04$1.46$0.05$1.41