Civic Intelligence

Joffe Foundation

EIN 20-0080918 • Cincinnati, OH

4400 Drake RoadCincinnati, OH 45243
Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2014

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2014

Net Margin

99th percentile

104%

Higher net margin than 99% of similar nonprofits.

<$500k nonprofits • Source year 2014

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

10th percentile

-100%

Faster asset growth than 10% of similar nonprofits.

<$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2013 to 2014

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $160,634 (-100%) from 2013

Liabilities

Flat

$0

Flat from 2013

Net Assets

$0

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet Margin99th percentile

Revenue

Down

-$154,028

Down $314,115 (-196%) from 2013

Expenses

Down

$6,606

Down $435,423 (-99%) from 2013

Net Income

Up

-$160,634

Up $121,308 (+43%) from 2013

Trend Graphs

Balance Sheet Trend

Asset Growth10th percentile

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

$800K$600K$400K$200K$0Assets 2011: $665,387Liabilities 2011: $02011Assets 2012: $435,014Liabilities 2012: $0Net Assets 2012: $435,0142012Assets 2013: $160,634Liabilities 2013: $02013Assets 2014: $0Liabilities 2014: $0Net Assets 2014: $02014

Highlighted filing

2014

Assets$0
Liabilities$0
Net Assets$0
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$600K$400K$200K$0-$200K-$400KRevenue 2011: $113,383Expenses 2011: $254,762Net Income 2011: -$141,3792011Expenses 2012: $324,5942012Revenue 2013: $160,087Expenses 2013: $442,029Net Income 2013: -$281,9422013Revenue 2014: -$154,028Expenses 2014: $6,606Net Income 2014: -$160,6342014

Highlighted filing

2014

Revenue-$154,028
Expenses$6,606
Net Income-$160,634
Open 2014 Filing

Filings

Most recent year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
-$154,028
Expenses
$6,606
Net income
-$160,634
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2014Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$1.54$0.07$1.61
2013Summary only. Only limited summary data is available for this year.$1.61$0.00$1.60$4.42$2.82
2012Detailed filing. Detailed filing data is available for this year.$4.35$0.00$4.35$3.25
2011Summary only. Only limited summary data is available for this year.$6.65$0.00$1.13$2.55$1.41
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 11, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEPHEN JOFFEPresident & DirectorPT$0$1,776$1,776
SANDRA JOFFEDirector & TreasurerPT$0$1,339$1,339
Filing and Contact Details

Filer

Filer Name
Joffe Foundation
EIN
20-0080918
Phone
5137929292
Address
4400 DRAKE ROAD, CINCINNATI, OH 45243

Signing Officer

Name
Stephen Joffe
Title
President
Phone
5137929292
Signed
2015-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
255 EAST FIFTH STREET, CINCINNATI, OH 45202
Preparer
Kenneth J Schoster
Phone
5136192899
Raw XML Appendix337 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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DissolutionStmt/DissolutionInformationGrp/ShortExplanationTxt1THE FIDELITY CHARITABLE FUND DECLINED THE MEMBERSHIP INTEREST IN GRANDVIEW TAVERN AND THE FOUNDATION MANAGER HAD TO EXPLORE OTHER OPTIONS. THE JOFFE FOUNDATION AND COLLEEN ALLEN ENTERED INTO AN AGREEMENT TO PURCHASE THE MEMBERSHIP INTEREST WHICH HAD A FAIR MARKET VALUE OF ZERO TO RELIEVE THE FOUNDATION FROM OWNERSHIP RESPONSIBILITIES.
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0SANDRA JOFFE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum05137929292
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt07840 MONTGOMERY ROAD
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0CINCINNATI
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0OH
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd045236
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0STEPHEN JOFFE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1SANDRA JOFFE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02184
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0FIDELITY CHARITABLE- DONOR-ADVISED FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 770001
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CINCINNATI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd045277
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt02184
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt070
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt070
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0283823
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0167502
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt097912
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt014608
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt068300
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt068300
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0565959
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt02114
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0283823
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0167502
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt097912
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt014608
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02184
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt02114
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0634259
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0632145
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LiquidationExplanationStmt/ExplanationTxt0THE JOFFE FOUNDATION BEGAN TERMINATING THE FOUNDATION DURING 2013 AND MADE A FINAL GRANT TO FIDELITY CHARITABLE DONOR ADVISED FUND (P.O. BOX 770001, CINCINNATI, OH 45227) OF $2,184 DURING 2014. THE JOFFE FOUNDATION ALSO WANTED TO GIFT THEIR INTEREST IN GRANDVIEW TAVERN LLC TO THE FIDELITY CHARITABLE DONOR ADVISED FUND. THE DONOR ADVISED FUND DECLINED THE OWNERSHIP IN THE PARTNERSHIP AND THE FOUNDATION MANAGER'S ONLY OPTION WAS TO SELL THE INVESTMENT. ON SEPTEMBER 24, 2014 THE JOFFE FOUNDATION SOLD ITS INVESTMENT IN GRANDVIEW TAVERN & GRILLE, LLC BACK TO THE MAJORITY OWNER.
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0154029
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0GRANDVIEW TAVERN INVESTMENT
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0WORKERS' COMPENSATION
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0225
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt04277
OtherIncomeSchedule2/OtherIncomeDetail/Desc0INCOME FROM GRANDVEIW TAVERN LLC
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt04277
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt037
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0BANK FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHEN JOFFE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05137929292
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOFFE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JOFF
ReturnHeader/Filer/EIN0200080918
ReturnHeader/Filer/PhoneNum05137929292
ReturnHeader/Filer/USAddress/AddressLine1Txt04400 DRAKE ROAD
ReturnHeader/Filer/USAddress/CityNm0CINCINNATI
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045243
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0420714325
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RSM US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0255 EAST FIFTH STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CINCINNATI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd045202
ReturnHeader/PreparerPersonGrp/PhoneNum05136192899
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KENNETH J SCHOSTER
ReturnHeader/ReturnTs02015-11-13T15:31:06-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

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