Civic Intelligence

Jath Private Foundation

990PF • Fiscal year 2021 • EIN 85-6802069

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 14, 2022

Organization Profile
5880 Jamila River DrVenice, FL 34293

(404) 432-5001

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Higher debt load relative to assets than 58% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

58th percentile

0.00x

Higher debt load relative to revenue than 58% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

86th percentile

50%

Higher net margin than 86% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

57th percentile

8.1%

Faster asset growth than 57% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

7th percentile

-84%

Faster revenue growth than 7% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$334,959

Up $24,959 (+8.1%) from 2020

Net Assets

Up

$334,959

Up $24,959 (+8.1%) from 2020

Liabilities

Flat

$1

Flat from 2020

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin86th percentile

Revenue

Down

$50,000

Down $260,000 (-84%) from 2020

Expenses

Up

$25,041

Up $25,041 from 2020

Net Income

Down

$24,959

Down $285,041 (-92%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

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

$1.0M$500K$0Assets 2020: $310,000Liabilities 2020: $1Net Assets 2020: $310,0002020Assets 2021: $334,959Liabilities 2021: $1Net Assets 2021: $334,9592021Assets 2022: $488,232Liabilities 2022: $1Net Assets 2022: $488,2322022Assets 2023: $743,246Liabilities 2023: $1Net Assets 2023: $743,2462023Assets 2024: $930,551Liabilities 2024: $0Net Assets 2024: $930,5512024

Highlighted filing

2021

Assets$334,959
Liabilities$1
Net Assets$334,959
Open 2021 Filing

Operations Trend

Revenue Growth7th percentile

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

$400K$300K$200K$100K$0Revenue 2020: $310,000Expenses 2020: $0Net Income 2020: $310,0002020Revenue 2021: $50,000Expenses 2021: $25,041Net Income 2021: $24,9592021Revenue 2022: $203,870Expenses 2022: $45,978Net Income 2022: $157,8922022Revenue 2023: $278,688Expenses 2023: $28,054Net Income 2023: $250,6342023Revenue 2024: $227,058Expenses 2024: $50,200Net Income 2024: $176,8582024

Highlighted filing

2021

Revenue$50,000
Expenses$25,041
Net Income$24,959
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 14, 2022
Return Version
2021v4.1
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JANIE MCLUREPresident-$0--
Filing and Contact Details

Filer

Filer Name
Jath Private Foundation Charitable Trust
EIN
85-6802069
Phone
4044325001
Address
5880 JAMILA RIVER DR, VENICE, FL 34293

Signing Officer

Name
Janie Mclure
Title
President
Signed
2022-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Lacey & Orth CPA LLC
Address
151 Locust St, Avondale Estates, GA 30002
Preparer
Samuel G Lacey
Phone
4042346969
Raw XML Appendix176 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/CompensationAmt00
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IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
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IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
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IRS990PF/StatementsRegardingActyGrp/PhoneNum04044325001
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
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IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
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IRS990ScheduleB/GeneralRuleInd0X
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK SERVICE CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt041
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JANIE MCLURE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JATH PRIVATE FOUNDATION CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0JATH
ReturnHeader/Filer/EIN0856802069
ReturnHeader/Filer/PhoneNum04044325001
ReturnHeader/Filer/USAddress/AddressLine1Txt05880 JAMILA RIVER DR
ReturnHeader/Filer/USAddress/CityNm0VENICE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034293
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0823990077
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Lacey & Orth CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0151 Locust St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Avondale Estates
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030002
ReturnHeader/PreparerPersonGrp/PhoneNum04042346969
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Samuel G Lacey
ReturnHeader/ReturnTs02022-11-14T08:21:19-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JANIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MCLURE
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$334,959
Liabilities
$1
Net assets
$334,959
Revenue
$50,000
Expenses
$25,041
Net income
$24,959
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.31$0.00$9.31$2.27$0.50$1.77
2023Detailed filing. Detailed filing data is available for this year.$7.43$0.00$7.43$2.79$0.28$2.51
2022Detailed filing. Detailed filing data is available for this year.$4.88$0.00$4.88$2.04$0.46$1.58
2021Detailed filing. Detailed filing data is available for this year.$3.35$0.00$3.35$0.50$0.25$0.25
2020Detailed filing. Detailed filing data is available for this year.$3.10$0.00$3.10$3.10$0.00$3.10