Civic Intelligence

Rjr Charitable Foundation

990PF • Fiscal year 2018 • EIN 20-7174901

Jan 01, 2018 to Dec 31, 2018 • Filed on May 02, 2019

Organization Profile
C/O 700 St Clair Ave Suite 414BCleveland, OH 44113-1274

(216) 472-3300

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

77th percentile

21%

Higher net margin than 77% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

52nd percentile

1.4%

Faster asset growth than 52% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

32nd percentile

-11%

Faster revenue growth than 32% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$81,675

Up $1,090 (+1.4%) from 2017

Net Assets

Up

$81,675

Up $1,090 (+1.4%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin77th percentile

Revenue

Down

$5,255

Down $630 (-11%) from 2017

Expenses

Down

$4,149

Down $439 (-9.6%) from 2017

Net Income

Down

$1,106

Down $191 (-15%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

$1.5M$1.0M$500K$0Assets 2011: $60,610Liabilities 2011: $02011Assets 2012: $67,518Liabilities 2012: $0Net Assets 2012: $67,5182012Assets 2013: $86,084Liabilities 2013: $0Net Assets 2013: $86,0842013Assets 2014: $86,869Liabilities 2014: $0Net Assets 2014: $86,8692014Assets 2015: $82,525Liabilities 2015: $0Net Assets 2015: $82,5252015Assets 2016: $79,327Liabilities 2016: $0Net Assets 2016: $79,3272016Assets 2017: $80,585Liabilities 2017: $0Net Assets 2017: $80,5852017Assets 2018: $81,675Liabilities 2018: $0Net Assets 2018: $81,6752018Assets 2019: $82,593Liabilities 2019: $0Net Assets 2019: $82,5932019Assets 2020: $84,875Liabilities 2020: $0Net Assets 2020: $84,8752020Assets 2021: $1,113,675Liabilities 2021: $0Net Assets 2021: $1,113,6752021Assets 2022: $1,052,103Liabilities 2022: $0Net Assets 2022: $1,052,1032022Assets 2023: $1,020,720Liabilities 2023: $0Net Assets 2023: $1,020,7202023Assets 2024: $1,009,034Liabilities 2024: $0Net Assets 2024: $1,009,0342024

Highlighted filing

2018

Assets$81,675
Liabilities$0
Net Assets$81,675
Open 2018 Filing

Operations Trend

Revenue Growth32nd percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $8,255Expenses 2011: $4,796Net Income 2011: $3,4592011Expenses 2012: $4,0592012Revenue 2013: $22,568Expenses 2013: $4,002Net Income 2013: $18,5662013Revenue 2014: $4,104Expenses 2014: $3,319Net Income 2014: $7852014Revenue 2015: -$192Expenses 2015: $4,152Net Income 2015: -$4,3442015Revenue 2016: $1,382Expenses 2016: $4,580Net Income 2016: -$3,1982016Revenue 2017: $5,885Expenses 2017: $4,588Net Income 2017: $1,2972017Revenue 2018: $5,255Expenses 2018: $4,149Net Income 2018: $1,1062018Revenue 2019: $5,071Expenses 2019: $4,153Net Income 2019: $9182019Revenue 2020: $6,790Expenses 2020: $4,508Net Income 2020: $2,2822020Revenue 2021: $1,041,437Expenses 2021: $12,431Net Income 2021: $1,029,0062021Revenue 2022: $103Expenses 2022: $61,586Net Income 2022: -$61,4832022Revenue 2023: $28,090Expenses 2023: $55,445Net Income 2023: -$27,3552023Revenue 2024: $43,705Expenses 2024: $55,136Net Income 2024: -$11,4312024

Highlighted filing

2018

Revenue$5,255
Expenses$4,149
Net Income$1,106
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 2, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT J RICETrustee-$0--
LAWRENCE A RICETrustee-$0--
DOMINIC V PERRYTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Rjr Charitable Foundation
EIN
20-7174901
In Care Of
% DOMINIC V PERRY
Phone
2164723300
Address
C/O 700 ST CLAIR AVE SUITE 414B, CLEVELAND, OH 44113-1274

Signing Officer

Name
Dominic V Perry
Title
Co-trustee
Phone
2164723300
Signed
2019-05-02
Discuss with paid preparer
Yes

Preparer

Firm
Western Reserve Trust Company
Address
700 WEST ST CLAIR AVE SUITE 414, CLEVELAND, OH 44113-1274
Preparer
William E Karnatz Jr
Phone
2164723300
Raw XML Appendix314 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.

Path#Value
ExplnOfNonFilingWithAGStmt/ExplanationTxt0OHIO REQUIRES CHARITABLE ORGANIZATIONS TO FILE AN ANNUAL REPORT WITH THE OHIO ATTORNEY GENERAL'S OFFICE IN LIEU OF A COPY OF THE FORM 990-PF. THE REQUIRED ANNUAL REPORT WAS FILED WITH THE OHIO ATTORNEY GENERAL'S OFFICE BY THE FOUNDATION.
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0CHARLES SCHWAB 6419-9236
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt09647
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt09627
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt024101
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0149
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt01580
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3CAPITAL GAIN DIVIDENDS
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IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt01106
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt016
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt081691
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt080585
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt081675
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt04288
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt04288
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt04288
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt04340
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt052
IRS990PF/DistributableAmountGrp/TotalTaxAmt052
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IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt08257
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IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt01258
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt084604
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01322
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt086796
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.1
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ROBERT J RICE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1LAWRENCE A RICE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2DOMINIC V PERRY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt0SUITE 414B
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IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0700 WEST ST CLAIR AVENUE STE 414B
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CLEVELAND
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0OH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0441131274
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0OH
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0DOMINIC V PERRY
IRS990PF/StatementsRegardingActyGrp/PhoneNum02164723300
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0ROBERT J RICE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt04000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0PROVIDENCE HOUSE INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0UNRELATED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02050 WEST 32ND STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CLEVELAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0441134017
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt04000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0490
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt03560
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt04288
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt0358
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt04050
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt0358
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt0358
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt03798
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt03560
OtherDecreasesSchedule/OtherDecreasesDetail/Amt016
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0BOOK/TAX ADJUSTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0STATE OF OHIO FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt050
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt050
OtherIncomeSchedule2/OtherIncomeDetail/Desc0CHARLES SCHWAB 6419-9236, NONDIVIDEND DIST
TaxesSchedule/TaxesDetail/Amt058
TaxesSchedule/TaxesDetail/Amt141
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL BALANCE DUE
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt041
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DOMINIC V PERRY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02164723300
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RJR CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0RJRF
ReturnHeader/Filer/EIN0207174901
ReturnHeader/Filer/InCareOfNm0% DOMINIC V PERRY
ReturnHeader/Filer/PhoneNum02164723300
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O 700 ST CLAIR AVE SUITE 414B
ReturnHeader/Filer/USAddress/CityNm0CLEVELAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd0441131274
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0174D0EF9D89E812832DE925B43EF2E67932F4F65
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0174D0EF9D89E812832DE925B43EF2E67932F4F65
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId034608820191225000000
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-05-02
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.219.196.34
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WESTERN RESERVE TRUST COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0700 WEST ST CLAIR AVE SUITE 414
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CLEVELAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0441131274
ReturnHeader/PreparerPersonGrp/PhoneNum02164723300
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM E KARNATZ JR
ReturnHeader/ReturnTs02019-05-02T08:11:15-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$81,675
Liabilities
$0
Net assets
$81,675
Revenue
$5,255
Expenses
$4,149
Net income
$1,106
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.04$0.06$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.03$0.06$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.00$0.06$0.06
2021Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$1.04$0.01$1.03
2020Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$0.01$0.00$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$0.01$0.00$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$0.01$0.00$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$0.01$0.00$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$0.00$0.00$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$0.00$0.00$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$0.00$0.00$0.00
2013Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$0.02$0.00$0.02
2012Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$0.00
2011Summary only. Only limited summary data is available for this year.$0.06$0.00$0.01$0.00$0.00