Civic Intelligence

Charles a Jones Legacy Foundation

EIN 83-3565947 • Palo Alto, CA

660 Donohoe StPalo Alto, CA 94303
Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

1st percentile

-56150%

Higher net margin than 1% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

82nd percentile

26%

Faster asset growth than 82% of similar nonprofits.

<$500k nonprofits • Annualized from 2021 to 2024

Revenue Growth

7th percentile

-94%

Faster revenue growth than 7% of similar nonprofits.

<$500k nonprofits • Annualized from 2021 to 2024

Balance Sheet
Liabilities / Assets61st percentile

Assets

Down

$29,827

Down $3,246 (-9.8%) from 2023

Liabilities

Down

$0

Down $1,000 (-100%) from 2023

Net Assets

Down

$29,827

Down $2,246 (-7.0%) from 2023

Operations
Liabilities / Revenue62nd percentileNet Margin1st percentile

Revenue

Down

$4

Down $69 (-95%) from 2023

Expenses

Up

$2,250

Up $2,250 from 2023

Net Income

Down

-$2,246

Down $2,319 (-3177%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth82nd percentile

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

$40K$30K$20K$10K$0Assets 2019: $1Liabilities 2019: $1Net Assets 2019: $02019Assets 2020: $1Liabilities 2020: $1Net Assets 2020: $02020Assets 2021: $15,000Liabilities 2021: $1Net Assets 2021: $15,0002021Assets 2022: $32,000Liabilities 2022: $1Net Assets 2022: $32,0002022Assets 2023: $33,073Liabilities 2023: $1,000Net Assets 2023: $32,0732023Assets 2024: $29,827Liabilities 2024: $0Net Assets 2024: $29,8272024

Highlighted filing

2024

Assets$29,827
Liabilities$0
Net Assets$29,827
Open 2024 Filing

Operations Trend

Revenue Growth7th percentile

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

$20K$10K$0-$10KRevenue 2019: $1Expenses 2019: $0Net Income 2019: $12019Revenue 2020: $1Expenses 2020: $0Net Income 2020: $12020Revenue 2021: $15,000Expenses 2021: $0Net Income 2021: $15,0002021Revenue 2022: $18,000Expenses 2022: $1,000Net Income 2022: $17,0002022Revenue 2023: $73Expenses 2023: $0Net Income 2023: $732023Revenue 2024: $4Expenses 2024: $2,250Net Income 2024: -$2,2462024

Highlighted filing

2024

Revenue$4
Expenses$2,250
Net Income-$2,246
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$29,827
Liabilities
$0
Net assets
$29,827
Revenue
$4
Expenses
$2,250
Net income
-$2,246
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$29.8$0.00$29.8$0.00$2.25$2.25
2023Detailed filing. Detailed filing data is available for this year.$33.1$1.00$32.1$0.07$0.00$0.07
2022Detailed filing. Detailed filing data is available for this year.$32.0$0.00$32.0$18.0$1.00$17.0
2021Detailed filing. Detailed filing data is available for this year.$15.0$0.00$15.0$15.0$0.00$15.0
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 18, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
D LEON CLINTONSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Charles a Jones Legacy Foundation
EIN
83-3565947
In Care Of
% D LEON CLINTON
Phone
6503232481
Address
660 DONOHOE ST, PALO ALTO, CA 94303

Signing Officer

Name
D Leon Clinton
Title
Secretary
Phone
6503232481
Signed
2025-08-18
Discuss with paid preparer
Yes

Preparer

Firm
The Financial Dream Team USA
Address
1671 MARKDALE LN, LINCOLN, CA 95648
Preparer
D Leon Clinton
Phone
4087789651
Raw XML Appendix167 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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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0D LEON CLINTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum06503232481
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHARLES A JONES LEGACY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0833565947
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0770562781
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0THE FINANCIAL DREAM TEAM USA
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0D LEON CLINTON
ReturnHeader/ReturnTs02025-08-18T12:45:06-04:00
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ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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