Civic Intelligence

The Cleveland Family Foundation

EIN 20-3980539 • Lancaster, PA

1861 Santa Barbara DriveLancaster, PA 17601
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

70th percentile

21%

Higher net margin than 70% 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

74th percentile

13%

Faster asset growth than 74% of similar nonprofits.

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

Revenue Growth

41st percentile

3.6%

Faster revenue growth than 41% of similar nonprofits.

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

Assets

Up

$1,969,140

Up $223,994 (+13%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$1,969,140

Up $223,994 (+13%) from 2023

Revenue

Up

$1,090,830

Up $37,530 (+3.6%) from 2023

Expenses

Up

$866,716

Up $794,599 (+1102%) from 2023

Net Income

Down

$224,114

Down $757,069 (-77%) from 2023

Trend Graphs

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $321,577Liabilities 2011: $02011Assets 2012: $367,465Liabilities 2012: $02012Assets 2013: $408,752Liabilities 2013: $02013Assets 2014: $623,628Liabilities 2014: $02014Assets 2015: $656,824Liabilities 2015: $02015Assets 2018: $713,768Liabilities 2018: $0Net Assets 2018: $713,7682018Assets 2019: $688,325Liabilities 2019: $0Net Assets 2019: $688,3252019Assets 2020: $666,109Liabilities 2020: $0Net Assets 2020: $666,1092020Assets 2021: $1,314,752Liabilities 2021: $0Net Assets 2021: $1,314,7522021Assets 2022: $1,042,487Liabilities 2022: $0Net Assets 2022: $1,042,4872022Assets 2023: $1,745,146Liabilities 2023: $0Net Assets 2023: $1,745,1462023Assets 2024: $1,969,140Liabilities 2024: $0Net Assets 2024: $1,969,1402024

Highlighted filing

2024

Assets$1,969,140
Liabilities$0
Net Assets$1,969,140

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $122,711Expenses 2011: $95,958Net Income 2011: $26,7532011Revenue 2012: $146,512Expenses 2012: $100,575Net Income 2012: $45,9372012Revenue 2013: $141,238Expenses 2013: $100,000Net Income 2013: $41,2382013Revenue 2014: $336,289Expenses 2014: $121,413Net Income 2014: $214,8762014Revenue 2015: $142,869Expenses 2015: $109,673Net Income 2015: $33,1962015Revenue 2018: $19,993Expenses 2018: $69,772Net Income 2018: -$49,7792018Revenue 2019: $56,302Expenses 2019: $79,464Net Income 2019: -$23,1622019Revenue 2020: $87,721Expenses 2020: $42,118Net Income 2020: $45,6032020Revenue 2021: $1,317,389Expenses 2021: $308,088Net Income 2021: $1,009,3012021Revenue 2022: -$3,025Expenses 2022: $269,240Net Income 2022: -$272,2652022Revenue 2023: $1,053,300Expenses 2023: $72,117Net Income 2023: $981,1832023Revenue 2024: $1,090,830Expenses 2024: $866,716Net Income 2024: $224,1142024

Highlighted filing

2024

Revenue$1,090,830
Expenses$866,716
Net Income$224,114

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Mar 13, 2025
Return Version
2024v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SANDRA CLEVELANDPresident-$0--
LAURA CLEVELAND-DATESMANVice President-$0--
MARY CLEVELANDTreasurer-$0--
JAY CLEVELAND SRSecretary-$0--
JAY CLEVELAND JRVice President-$0--
Filing and Contact Details

Filer

Filer Name
The Cleveland Family Foundation
EIN
20-3980539
Phone
7177358000
Address
1861 SANTA BARBARA DRIVE, LANCASTER, PA 17601

Signing Officer

Name
Jay W Cleveland
Title
Vice President
Phone
7177358000
Signed
2025-03-13
Discuss with paid preparer
Yes

Preparer

Firm
Schneider Downs & Co Inc
Address
ONE PPG PLACE SUITE 1700, PITTSBURGH, PA 15222
Preparer
Sarah R Piot
Phone
4122613644
Raw XML AppendixShowing 400 of 424 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/TitleTxt0PRESIDENT
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IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0839097
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IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
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IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0SAGEWORTH TRUST CO
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01861 SANTA BARBARA DRIVE
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IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
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IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0JAY CLEVELAND SR
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1JAY CLEVELAND JR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1275000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt22500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt35000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt5350000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SUPPORTING CHILDREN FACING HEALTH CHALLENGES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CHILDREN'S CANCER RESEARCH AND PEDIATRIC CANCER PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2PRESBYTERIAN SENIORCARE NETWORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3TO SUPPORT GOLD STAR FAMILY AND HOMELESS VETERANS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4TO SUPPORT THE ATHLETICS PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5CLEVELAND FAMILY IMMUNOLOGY AND IMMUNOTHERAPY RESEARCH FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ARNOLD & WINNIE PALMER FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1CHILDREN'S HOSPITAL OF PITTSBURGH FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2PRESBYTERIAN SENIOR CARE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3TUNNEL TO TOWERS FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4UNIVERSITY OF PITTSBURGH - ATHLETIC DEPARTMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5UPMC HILLMAN CANCER CENTER
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt09000 BAY HILL BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt14401 PENN AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21215 HULTON ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt32361 HYLAN BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt43719 TERRACE ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt55150 CENTRE AVENUE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3STATEN ISLAND
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5PITTSBURGH
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0328194880
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd115224
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd215139
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd310306
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd415261
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd515232
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0124518
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IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0124518
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0163643
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0202571
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt019051
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt019051
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01080793
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0714579
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0163643
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0202571
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0839097
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0714579
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01099844
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IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0JAY CLEVELAND JR
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0C/O SAGEWORTH 1861 SANTA BARBARA DR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0LANCASTER
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0PA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd017601
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IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0750000
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OtherDecreasesSchedule/OtherDecreasesDetail/Amt0120
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0COST BASIS ADJUSTMENTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0108
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0108
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt020914
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt020914
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAY W CLEVELAND
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT

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