Civic Intelligence

Jace Foundation

990PF • Fiscal year 2023 • EIN 87-3976031

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

Organization Profile
2801 Townsgate Road Suite 310Westlake Village, CA 91361

(818) 687-0868

Siviq Scores

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

Liabilities / Assets

44th percentile

0.01x

Higher debt load relative to assets than 44% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

43rd percentile

0.02x

Higher debt load relative to revenue than 43% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

97th percentile

94%

Higher net margin than 97% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

92nd percentile

58%

Faster asset growth than 92% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

81st percentile

48%

Faster revenue growth than 81% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets44th percentile

Assets

Up

$1,495,765

Up $548,635 (+58%) from 2022

Net Assets

Up

$1,482,426

Up $535,296 (+57%) from 2022

Liabilities

Up

$13,339

Up $13,338 (+1333800%) from 2022

Revenue And Expenses
Liabilities / Revenue43rd percentileNet Margin97th percentile

Revenue

Up

$752,847

Up $245,449 (+48%) from 2022

Expenses

Down

$48,302

Down $3,944 (-7.5%) from 2022

Net Income

Up

$704,545

Up $249,393 (+55%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth92nd percentile

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

$3.0M$2.0M$1.0M$0Assets 2021: $500,000Liabilities 2021: $1Net Assets 2021: $500,0002021Assets 2022: $947,130Liabilities 2022: $1Net Assets 2022: $947,1302022Assets 2023: $1,495,765Liabilities 2023: $13,339Net Assets 2023: $1,482,4262023Assets 2024: $2,200,406Liabilities 2024: $1,000Net Assets 2024: $2,199,4062024

Highlighted filing

2023

Assets$1,495,765
Liabilities$13,339
Net Assets$1,482,426
Open 2023 Filing

Operations Trend

Revenue Growth81st percentile

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

$1.5M$1.0M$500K$0Revenue 2021: $500,000Expenses 2021: $0Net Income 2021: $500,0002021Revenue 2022: $507,398Expenses 2022: $52,246Net Income 2022: $455,1522022Revenue 2023: $752,847Expenses 2023: $48,302Net Income 2023: $704,5452023Revenue 2024: $1,133,658Expenses 2024: $109,538Net Income 2024: $1,024,1202024

Highlighted filing

2023

Revenue$752,847
Expenses$48,302
Net Income$704,545
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 13, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID MARK ESSAYANTrustee-$0--
SUSAN MARIE JERIANTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Jace Foundation
EIN
87-3976031
Phone
8186870868
Address
2801 TOWNSGATE ROAD SUITE 310, WESTLAKE VILLAGE, CA 91361

Signing Officer

Name
Susan Marie Jerian
Title
Trustee
Signed
2024-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Allison & Gibb Llp
Address
601 E DAILY DRIVE SUITE 117, CAMARILLO, CA 93010
Preparer
Lisa a Allison CPA
Phone
8059871999
Raw XML Appendix338 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0AUA American University of Armenia
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1350 N Glendale Ave Ste B 121
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2149 5th Avenue Ste 500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt331 W Century Road
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt044569
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt045665
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt01096
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt015574
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt01096
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt014478
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt014478
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt044569
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt014478
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt015574
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0David Essayan and Susan Jerian
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0PO Box 2130
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Agoura Hills
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
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IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0504038
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0Transfer of securities:1.Goldman Sachs MLP Energy Infr GMLPX Qty: 7,033.992.Wells Fargo & Co WFC Qty
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Bank Fees
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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1507
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt095
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1507
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0CREDIT CARD PAYABLE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc1Rounding
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt013338
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt11
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03468
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment Management Fees
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt03468
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0Susan Jerian David Essayan
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0PO Box 2130
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0Agoura Hills
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0CA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd0913762130
TaxesSchedule/TaxesDetail/Amt084
TaxesSchedule/TaxesDetail/Amt1181
TaxesSchedule/TaxesDetail/CategoryTxt0Excise tax
TaxesSchedule/TaxesDetail/CategoryTxt1Foreign tax paid
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0181
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SUSAN MARIE JERIAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JACE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JACE
ReturnHeader/Filer/EIN0873976031
ReturnHeader/Filer/PhoneNum08186870868
ReturnHeader/Filer/USAddress/AddressLine1Txt02801 TOWNSGATE ROAD SUITE 310
ReturnHeader/Filer/USAddress/CityNm0WESTLAKE VILLAGE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091361
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0475278347
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ALLISON & GIBB LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0601 E DAILY DRIVE SUITE 117
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CAMARILLO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093010
ReturnHeader/PreparerPersonGrp/PhoneNum08059871999
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LISA A ALLISON CPA
ReturnHeader/ReturnTs02024-05-13T09:29:23-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SUSAN MARIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0JERIAN
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
$1,495,765
Liabilities
$13,339
Net assets
$1,482,426
Revenue
$752,847
Expenses
$48,302
Net income
$704,545
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$1.13$0.11$1.02
2023Detailed filing. Detailed filing data is available for this year.$1.50$0.01$1.48$0.75$0.05$0.70
2022Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.51$0.05$0.46
2021Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$0.50$0.00$0.50