Civic Intelligence

La via De James Foundation

EIN 88-2267960 • Wilmington, DE

Foundation Source 501 Silverside RdWilmington, DE 19809-1377
Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

91st percentile

62%

Higher net margin than 91% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

67th percentile

8.6%

Faster asset growth than 67% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

92nd percentile

178%

Faster revenue growth than 92% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$2,030,697

Up $160,643 (+8.6%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$2,030,697

Up $160,643 (+8.6%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin91st percentile

Revenue

Up

$260,359

Up $166,845 (+178%) from 2023

Expenses

Down

$99,716

Down $117,730 (-54%) from 2023

Net Income

Up

$160,643

Up $284,575 (+230%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth67th percentile

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

$3.0M$2.0M$1.0M$0Assets 2022: $1,993,986Liabilities 2022: $0Net Assets 2022: $1,993,9862022Assets 2023: $1,870,054Liabilities 2023: $0Net Assets 2023: $1,870,0542023Assets 2024: $2,030,697Liabilities 2024: $0Net Assets 2024: $2,030,6972024

Highlighted filing

2024

Assets$2,030,697
Liabilities$0
Net Assets$2,030,697
Open 2024 Filing

Operations Trend

Revenue Growth92nd percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2022: $2,000,683Expenses 2022: $6,697Net Income 2022: $1,993,9862022Revenue 2023: $93,514Expenses 2023: $217,446Net Income 2023: -$123,9322023Revenue 2024: $260,359Expenses 2024: $99,716Net Income 2024: $160,6432024

Highlighted filing

2024

Revenue$260,359
Expenses$99,716
Net Income$160,643
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$2,030,697
Liabilities
$0
Net assets
$2,030,697
Revenue
$260,359
Expenses
$99,716
Net income
$160,643
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.03$0.00$2.03$0.26$0.10$0.16
2023Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$0.09$0.22$0.12
2022Detailed filing. Detailed filing data is available for this year.$1.99$0.00$1.99$2.00$0.01$1.99
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 1, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
James S EssigDirector-$0--
Jeremiah J EssigDirector-$0--
Olivia G EssigDirector-$0--
Stephen M EssigDir, Pres-$0--
Therese L EssigDir, Sec-$0--
Amelia R MartinDir, Treas-$0--
Filing and Contact Details

Filer

Filer Name
La Via de James Foundation
EIN
88-2267960
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
Stephen M Essig
Title
President
Phone
8008391754
Signed
2025-10-01
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
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62VERTEX PHARMCTLS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63VISA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64WAL-MART STORES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65WALT DISNEY HOLDINGS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66ZOETIS INC
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt038396
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt039624
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt01107463
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0ANNUITY - TRUSTAGE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt01063751
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt023306
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt065086
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt02754
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0ANNUITY INCOME
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt060505
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0151651
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0151651
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0129354
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt080000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt080000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0108708
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt023306
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt023306
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0160643
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0864168
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt02754
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt02754
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt065086
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0206262
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt08886
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt01151
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt010037
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt060505
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt060505
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt08506
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt08506
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01173
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt088886
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt09657
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt099716
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0215919
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0260359
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt08886
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt09657
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt019716
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0734814
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0129354
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0129354
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0864168
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Publicly-traded Securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0129354
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0160643
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02030697
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01870054
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02030697
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt092178
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt092178
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt092178
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt095045
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02867
IRS990PF/DistributableAmountGrp/TotalTaxAmt02867
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt014
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0900
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02867
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02867
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02867
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt01981
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0900
IRS990PF/FMVAssetsEOYAmt01997491
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0147641
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0128884
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0128501
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0481789
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0646170
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0655831
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt01046958
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt01107463
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt01063751
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt01870054
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt02030697
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt075562
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0109784
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0109784
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01870054
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02030697
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01997491
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01870054
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02030697
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01870054
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02030697
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0118104
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt038396
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt039624
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01929847
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt060523
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0805573
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt028948
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt01063751
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt095045
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01900899
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01929847
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt41.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt51.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0James S Essig
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Jeremiah J Essig
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Olivia G Essig
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Stephen M Essig
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4Therese L Essig
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5Amelia R Martin
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Dir
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Dir
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Dir
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Dir, Pres
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Dir, Sec
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5Dir, Treas
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0Foundation Source 501 Silverside Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1Foundation Source 501 Silverside Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2Foundation Source 501 Silverside Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3Foundation Source 501 Silverside Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4Foundation Source 501 Silverside Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt5Foundation Source 501 Silverside Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Wilmington
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Wilmington
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Wilmington

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