Civic Intelligence

Jlens

990 • Fiscal year 2022 • EIN 87-3297460

Jan 01, 2022 to Dec 31, 2022 • Filed on Dec 18, 2023

1212 Broadway PlazaWalnut Creek, CA 94596

(212) 885-7700

Siviq Scores

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

Liabilities / Assets

41st percentile

0.00x

Higher debt load relative to assets than 41% of similar nonprofits.

2022 filings • NTEE X30 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

33rd percentile

0.00x

Higher debt load relative to revenue than 33% of similar nonprofits.

2022 filings • NTEE X • $1M-$5M nonprofits • Source year 2022

Net Margin

80th percentile

43%

Higher net margin than 80% of similar nonprofits.

2022 filings • NTEE X30 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

97th percentile

$285,992

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 27.5% of source-year revenue.

2022 filings • NTEE X30 • $1M-$5M nonprofits • Source year 2022

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2022

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2022

Assets

$444,080

No earlier filing loaded for comparison.

Net Assets

$443,020

No earlier filing loaded for comparison.

Liabilities

$1,060

No earlier filing loaded for comparison.

Revenue

$1,038,711

No earlier filing loaded for comparison.

Expenses

$596,196

No earlier filing loaded for comparison.

Net Income

$442,515

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2022: $444,080Liabilities 2022: $1,060Net Assets 2022: $443,0202022Assets 2023: $561,216Liabilities 2023: $1,307Net Assets 2023: $559,9092023Assets 2024: $454,524Liabilities 2024: $4,000Net Assets 2024: $450,5242024

Highlighted filing

2022

Assets$444,080
Liabilities$1,060
Net Assets$443,020

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2022: $1,038,711Expenses 2022: $596,196Net Income 2022: $442,5152022Revenue 2023: $799,655Expenses 2023: $682,766Net Income 2023: $116,8892023Revenue 2024: $656,597Expenses 2024: $765,982Net Income 2024: -$109,3852024

Highlighted filing

2022

Revenue$1,038,711
Expenses$596,196
Net Income$442,515
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Dec 18, 2023
Return Version
2022v5.0
Gross Receipts
$1,038,711
Mission and Program Overview

Mission

Jlens promotes a jewish lens on values-based investing and corporate social responsibility, two important movements where faith communities have leadership roles. (continued in sch. O)jlens provides education, research and advocacy inspired by jewish wisdom and texts related to social and environmental issues, and ethical business considerations. Jlens research and advocacy forms the basis of the jewish advocacy strategy, a list of public companies that align with jewish values and benefit from jlens advocacy efforts to improve corporate behavior on social, environmental and other jewish values-aligned concerns.

Jlens explores a jewish lens on values-based investing and corporate social responsibility, two importment movements where faith communities have leadership roles. Jlens provides education, research and advocacy inspired by jewish wisdom and texts related to social and environmental issues, and ethical business considerations. Jlens research and advocacy forms the basis of the jewish advocacy strategy, a list of public companies that align with jewish values and benefit from jlens advocacy efforts to improve corporate behavior on social, environmental and other jewish values-aligned concerns.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$505$443,020▲ $442,515
Cash and Non-Interest-Bearing Accounts$505$432,984▲ $432,479
Prepaid Expenses and Deferred Charges-$11,096-
Total Assets$505$444,080▲ $443,575
Liabilities
Accounts Payable and Accrued Expenses-$1,060-
Total Liabilities$0$1,060▲ $1,060
Net Assets / Fund Balance
Total Net Assets Fund Balance$505$443,020▲ $442,515
Total Liabilities and Net Assets / Fund Balance$505$444,080▲ $443,575
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Julie Hammerman Thru 12522Exec DirectoFT$253,952$32,040$285,992
Julie Hammerman Thru 12522Exec Director-$253,952-$253,952
Gregory Libertiny Start 12522Treasurer--$22,185$22,185
Adam Neufeld Start 12522Secretary--$21,568$21,568
Deb Leipzig Start 12522Chairperson,--$17,591$17,591

Board Members and Trustees

Highest Paid Contractors

ContractorServicesLocationCompensation
Scale Consulting Services LLCManagement,admi26 MARION LANE, Scotch Plains, NJ 07076$106,000
Revenue and Support

Revenue Composition

Contributions and Grants
$958,471
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$80,240
All Other Contributions
$958,471
Change in Net Assets
$442,515
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$437,005
Other Expenses$159,191
Total Fundraising Expense$46,232
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$308,142$38,518$38,518$385,178
Fees for Services Management$74,200$31,800-$106,000
Other Employee Benefits$25,632$3,204$3,204$32,040
Payroll Taxes$15,830$1,979$1,978$19,787
Insurance-$17,197-$17,197
Fees for Services Legal-$7,794-$7,794
Information Technology$5,749$719$719$7,187
Occupancy$5,433$679$679$6,791
Travel$5,326$666$666$6,658
Other Expenses$3,124$2,880$390$2,880
Office Expenses$624$78$78$780
Total Functional Expenses$444,060$105,904$46,232$596,196
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

Internal accountant prepares then officers bod and cpa firm review

Form 990, Page 6, Part VI, Line 12C

If conflict exists, non effected bod members vote to act.

Form 990, Page 6, Part VI, Line 15A

Compensation reviewed then approved by board.

Form 990, Page 6, Part VI, Line 15B

Positions reviewed by officers, then reviewed and voted on by board.

Form 990, Page 6, Part VI, Line 19

Documents available to public at main address and by phone.

Form 990, Part VII

Section a (e). Related organization compensation was prorated to time as director/trustee (26/365 days)of jlens.

Filing and Contact Details

Filer

Filer Name
Jlens
EIN
87-3297460
Phone
2128857700
Address
1212 BROADWAY PLAZA, WALNUT CREEK, CA 94596

Signing Officer

Name
Gregory Libertiny Start 12522
Title
Treasurer
Phone
2128857700
Signed
2023-12-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Deb Leipzig Start 12522
Formed
2021
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
0
Employees
3

Preparer

Firm
Stuart B Herrmann CPA
Address
355 BLANKETFLOWER LN, WEST WINDSOR, NJ 08550
Preparer
Stuart B Herrmann
Phone
2013624466
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

Jlens explores a jewish lens on values-based investing and corporate social responsibility, two importment movements where faith communities have leadership roles. Jlens provides education, research and advocacy inspired by jewish wisdom and texts related to social and environmental issues, and ethical business considerations. Jlens research and advocacy forms the basis of the jewish advocacy strategy, a list of public companies that align with jewish values and benefit from jlens advocacy efforts to improve corporate behavior on social, environmental and other jewish values-aligned concerns.

Form 990, Page 2, Part III, Line 4A

The program service accomplishments: engaged major jewish institutions in jewish values-based investing through the jewish advocacy strategy, the only investment strategy engaging in shareholder advocacy on jewish communal concerns. Developed a jewish values framework for assessing corporate behavior by applying ancient jewish text, tradition and wisdom to today's investment process. Evaluated and scored many of the largest us and international public companies on their performance on six jewish values pillars. Improved corporate policy and practice in alignment with jewish values and communal priorities by utilizing shareholder advocacy tactics. Represnted the jewish community in many investor groups and coalitions focused on a variety of environmental, social and governance issues. Worked to combat antisemitism and anti-israel bias in the investing and corporate fields.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0JLENS EXPLORES A JEWISH LENS ON VALUES-BASED INVESTING AND CORPORATE SOCIAL RESPONSIBILITY, TWO IMPORTMENT MOVEMENTS WHERE FAITH COMMUNITIES HAVE LEADERSHIP ROLES. JLENS PROVIDES EDUCATION, RESEARCH AND ADVOCACY INSPIRED BY JEWISH WISDOM AND TEXTS RELATED TO SOCIAL AND ENVIRONMENTAL ISSUES, AND ETHICAL BUSINESS CONSIDERATIONS. JLENS RESEARCH AND ADVOCACY FORMS THE BASIS OF THE JEWISH ADVOCACY STRATEGY, A LIST OF PUBLIC COMPANIES THAT ALIGN WITH JEWISH VALUES AND BENEFIT FROM JLENS ADVOCACY EFFORTS TO IMPROVE CORPORATE BEHAVIOR ON SOCIAL, ENVIRONMENTAL AND OTHER JEWISH VALUES-ALIGNED CONCERNS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE PROGRAM SERVICE ACCOMPLISHMENTS: ENGAGED MAJOR JEWISH INSTITUTIONS IN JEWISH VALUES-BASED INVESTING THROUGH THE JEWISH ADVOCACY STRATEGY, THE ONLY INVESTMENT STRATEGY ENGAGING IN SHAREHOLDER ADVOCACY ON JEWISH COMMUNAL CONCERNS. DEVELOPED A JEWISH VALUES FRAMEWORK FOR ASSESSING CORPORATE BEHAVIOR BY APPLYING ANCIENT JEWISH TEXT, TRADITION AND WISDOM TO TODAY'S INVESTMENT PROCESS. EVALUATED AND SCORED MANY OF THE LARGEST US AND INTERNATIONAL PUBLIC COMPANIES ON THEIR PERFORMANCE ON SIX JEWISH VALUES PILLARS. IMPROVED CORPORATE POLICY AND PRACTICE IN ALIGNMENT WITH JEWISH VALUES AND COMMUNAL PRIORITIES BY UTILIZING SHAREHOLDER ADVOCACY TACTICS. REPRESNTED THE JEWISH COMMUNITY IN MANY INVESTOR GROUPS AND COALITIONS FOCUSED ON A VARIETY OF ENVIRONMENTAL, SOCIAL AND GOVERNANCE ISSUES. WORKED TO COMBAT ANTISEMITISM AND ANTI-ISRAEL BIAS IN THE INVESTING AND CORPORATE FIELDS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2INTERNAL ACCOUNTANT PREPARES THEN OFFICERS BOD AND CPA FIRM REVIEW
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3IF CONFLICT EXISTS, NON EFFECTED BOD MEMBERS VOTE TO ACT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4COMPENSATION REVIEWED THEN APPROVED BY BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5POSITIONS REVIEWED BY OFFICERS, THEN REVIEWED AND VOTED ON BY BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6DOCUMENTS AVAILABLE TO PUBLIC AT MAIN ADDRESS AND BY PHONE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7SECTION A (E). RELATED ORGANIZATION COMPENSATION WAS PRORATED TO TIME AS DIRECTOR/TRUSTEE (26/365 DAYS)OF JLENS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART VII
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0GREGORY LIBERTINY START 12522
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ReturnHeader/BusinessOfficerGrp/SignatureDt02023-12-18
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WEST WINDSOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
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ReturnHeader/PreparerPersonGrp/PhoneNum02013624466
ReturnHeader/PreparerPersonGrp/PreparationDt02023-12-19
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ReturnHeader/ReturnTs02023-12-19T10:52:29-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0GREGORY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LIBERTINY
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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