Civic Intelligence

Chagrin Valley Jaycees Charitable Foundation

990EZ • Fiscal year 2019 • EIN 32-0094722

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 16, 2020

PO Box 522Chagrin Falls, OH 44022

(216) 469-3409

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

19th percentile

-15%

Higher net margin than 19% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

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.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

31st percentile

-8.4%

Faster asset growth than 31% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

20th percentile

-26%

Faster revenue growth than 20% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Down

$81,634

Down $7,448 (-8.4%) from 2018

Net Assets

Down

$81,634

Down $7,448 (-8.4%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Down

$48,369

Down $16,651 (-26%) from 2018

Expenses

Up

$55,817

Up $4,996 (+9.8%) from 2018

Net Income

Down

-$7,448

Down $21,647 (-152%) from 2018

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2012: $39,464Liabilities 2012: $3,673Net Assets 2012: $35,7912012Assets 2013: $46,326Liabilities 2013: $1,807Net Assets 2013: $44,5192013Assets 2014: $53,488Liabilities 2014: $0Net Assets 2014: $53,4882014Assets 2015: $77,649Liabilities 2015: $11,123Net Assets 2015: $66,5262015Assets 2016: $72,798Liabilities 2016: $0Net Assets 2016: $72,7982016Assets 2017: $75,683Liabilities 2017: $800Net Assets 2017: $74,8832017Assets 2018: $89,082Liabilities 2018: $0Net Assets 2018: $89,0822018Assets 2019: $81,634Liabilities 2019: $0Net Assets 2019: $81,6342019Assets 2020: $124,613Liabilities 2020: $7,547Net Assets 2020: $117,0662020Assets 2021: $301,717Liabilities 2021: $13,865Net Assets 2021: $287,8522021Assets 2022: $322,332Liabilities 2022: $37,414Net Assets 2022: $284,9182022Assets 2023: $484,832Liabilities 2023: $20,675Net Assets 2023: $464,1572023Assets 2024: $678,784Liabilities 2024: $22,088Net Assets 2024: $656,6962024

Highlighted filing

2019

Assets$81,634
Liabilities$0
Net Assets$81,634

Operations Trend

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

$400K$300K$200K$100K$0-$100KRevenue 2012: $37,754Expenses 2012: $24,786Net Income 2012: $12,9682012Revenue 2013: $64,819Expenses 2013: $56,091Net Income 2013: $8,7282013Revenue 2014: $44,964Expenses 2014: $35,995Net Income 2014: $8,9692014Revenue 2015: $46,099Expenses 2015: $33,061Net Income 2015: $13,0382015Revenue 2016: $50,127Expenses 2016: $43,855Net Income 2016: $6,2722016Revenue 2017: $35,529Expenses 2017: $33,444Net Income 2017: $2,0852017Revenue 2018: $65,020Expenses 2018: $50,821Net Income 2018: $14,1992018Revenue 2019: $48,369Expenses 2019: $55,817Net Income 2019: -$7,4482019Revenue 2020: $51,931Expenses 2020: $16,499Net Income 2020: $35,4322020Revenue 2021: $225,675Expenses 2021: $63,774Net Income 2021: $161,9012021Revenue 2022: $161,631Expenses 2022: $141,697Net Income 2022: $19,9342022Revenue 2023: $248,028Expenses 2023: $83,061Net Income 2023: $164,9672023Revenue 2024: $317,375Expenses 2024: $123,897Net Income 2024: $193,4782024

Highlighted filing

2019

Revenue$48,369
Expenses$55,817
Net Income-$7,448
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 16, 2020
Return Version
2019v5.1
Gross Receipts
$57,321
Mission and Program Overview

Mission

To develop organized philanthropy that will support community-based services with the purpose of improving the quality of life in northeastern ohio. Our goal is to identify investment opportunities that will provide the greatest return thereby increasing the amount of charitable dollars available for allocation. The cvjcf will perform as a prudent manager of directly solicited charitable gifts and bequests and develop investment strategies that demonstrate ethical and responsible leadership. It is our belief that by creating an environment that provides charitable giving options coupled with teamwork, open communication and personal accountability the cvjcf will ensure the growth and prosperity of all those we serve.

Program Services

DescriptionGrantsExpenses
OUR GOAL IS TO DEVELOP ORGANIZED PHILANTHROPY THAT WILL SUPPORT COMMUNITY-BASED SERVICES WITH THE PURPOSE OF IMPROVING THE QUALITY OF LIFE IN NORTHEASTERN OHIO.A FEW OF OUR ACCOMPLISHMENTS RELATED TO THIS ARE THE FOLLOWING: - PROVIDED FUNDS FOR HOLIDAY LIGHTING IN THE VILLAGE OF CHAGRIN FALLS THAT WAS ENJOYED BY OVER 10,000 PEOPLE FROM THANKSGIVING TO AFTER NEW YEAR'S. - DONATED $2,500 TO CHAGRIN FALLS SAFETY TOWN TO SUPPORT EXISTING PROGRAMS.$0$55,817
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRAD CAINDirector, Vice President-$0--
BILL HEUNDirector-$0--
DON BAGLEYDirector, Secretary-$0--
PAUL POINTERDirector-$0--
DREW TEWKSBURYDirector, President-$0--
JOHN THOMEDirector-$0--
DAN BEAVERSDirector, Treasurer-$0--
EVAN LUNDEDirector-$0--
PAUL BRESTDirector-$0--
ALASDAIR COOPERDirector-$0--
MARC LEVEYDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing$19,048$12,764$5,442$7,322
Total Events$19,048$12,764$8,952$3,812
Filing and Contact Details

Filer

Filer Name
Chagrin Valley Jaycees
EIN
32-0094722
Phone
2164693409
Address
PO BOX 522, CHAGRIN FALLS, OH 44022

Signing Officer

Name
Dan Beavers
Title
Treasurer
Phone
4405917175
Signed
2020-11-16
Discuss with paid preparer
Yes

Preparer

Firm
Pease & Associates LLC
Address
1422 EUCLID AVE SUITE 400, CLEVELAND, OH 44115
Phone
2163489600
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest income. Amount: 38.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: to support operations of the organization. Grantee name: bainbridge-auburn safety town. Grantee address: 8353 bainbridge road chagrin falls, oh 44023. Amount given: 1,000.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: to support operations of the organization. Grantee name: chagrin falls park community center. Grantee address: 7060 woodland avenue chagrin falls, oh 44023. Amount given: 9,000.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: to support operations of the organization. Grantee name: chagrin falls safety town. Grantee address: 21 w washington street chagrin falls, oh 44022. Amount given: 2,500.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: to support operations of the organization. Grantee name: the two foundation. Grantee address: 8410 east washington street chagrin falls, oh 44023. Amount given: 1,000.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: to support operations of the organization. Grantee name: friends of women's safe. Grantee address: 13000 auburn road chardon, oh 44062. Amount given: 100.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: to support operations of the organization. Grantee name: womensafe, inc.. Grantee address: 12041 ravenna road chardon, oh 44024. Amount given: 2,000.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: to support operations of the organization. Grantee name: university hospitals geauga medical center. Grantee address: 13207 ravenna road chardon, oh 44024. Amount given: 2,100.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: to support operations of the organization. Grantee name: chagrin falls high school scholarship fund. Amount given: 1,000.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: to support operations of the organization. Grantee name: different needs. Amount given: 1,000.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: to support operations of the organization. Grantee name: kenston high school scholarship fund. Amount given: 1,000. Total included on form 990-ez, line 10: 20,700.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: bank charges. Amount: 44. Description: equipment rental and supplies. Amount: 32,500. Description: state registration fees. Amount: 50. Total to form 990-ez, line 16: 32,594.

Form 990-ez, Part II, Line 24 - Other Assets

Description: accounts receivable. Beg. Of year amount: 250. End of year amount: 625.

Raw XML Appendix241 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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IRS990EZ/PrimaryExemptPurposeTxt0TO DEVELOP ORGANIZED PHILANTHROPY THAT WILL SUPPORT COMMUNITY-BASED SERVICES WITH THE PURPOSE OF IMPROVING THE QUALITY OF LIFE IN NORTHEASTERN OHIO. OUR GOAL IS TO IDENTIFY INVESTMENT OPPORTUNITIES THAT WILL PROVIDE THE GREATEST RETURN THEREBY INCREASING THE AMOUNT OF CHARITABLE DOLLARS AVAILABLE FOR ALLOCATION. THE CVJCF WILL PERFORM AS A PRUDENT MANAGER OF DIRECTLY SOLICITED CHARITABLE GIFTS AND BEQUESTS AND DEVELOP INVESTMENT STRATEGIES THAT DEMONSTRATE ETHICAL AND RESPONSIBLE LEADERSHIP. IT IS OUR BELIEF THAT BY CREATING AN ENVIRONMENT THAT PROVIDES CHARITABLE GIVING OPTIONS COUPLED WITH TEAMWORK, OPEN COMMUNICATION AND PERSONAL ACCOUNTABILITY THE CVJCF WILL ENSURE THE GROWTH AND PROSPERITY OF ALL THOSE WE SERVE.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0OUR GOAL IS TO DEVELOP ORGANIZED PHILANTHROPY THAT WILL SUPPORT COMMUNITY-BASED SERVICES WITH THE PURPOSE OF IMPROVING THE QUALITY OF LIFE IN NORTHEASTERN OHIO.A FEW OF OUR ACCOMPLISHMENTS RELATED TO THIS ARE THE FOLLOWING: - PROVIDED FUNDS FOR HOLIDAY LIGHTING IN THE VILLAGE OF CHAGRIN FALLS THAT WAS ENJOYED BY OVER 10,000 PEOPLE FROM THANKSGIVING TO AFTER NEW YEAR'S. - DONATED $2,500 TO CHAGRIN FALLS SAFETY TOWN TO SUPPORT EXISTING PROGRAMS.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 38.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: TO SUPPORT OPERATIONS OF THE ORGANIZATION. GRANTEE NAME: BAINBRIDGE-AUBURN SAFETY TOWN. GRANTEE ADDRESS: 8353 BAINBRIDGE ROAD CHAGRIN FALLS, OH 44023. AMOUNT GIVEN: 1,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: TO SUPPORT OPERATIONS OF THE ORGANIZATION. GRANTEE NAME: CHAGRIN FALLS PARK COMMUNITY CENTER. GRANTEE ADDRESS: 7060 WOODLAND AVENUE CHAGRIN FALLS, OH 44023. AMOUNT GIVEN: 9,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACTIVITY CLASSIFICATION: TO SUPPORT OPERATIONS OF THE ORGANIZATION. GRANTEE NAME: CHAGRIN FALLS SAFETY TOWN. GRANTEE ADDRESS: 21 W WASHINGTON STREET CHAGRIN FALLS, OH 44022. AMOUNT GIVEN: 2,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACTIVITY CLASSIFICATION: TO SUPPORT OPERATIONS OF THE ORGANIZATION. GRANTEE NAME: THE TWO FOUNDATION. GRANTEE ADDRESS: 8410 EAST WASHINGTON STREET CHAGRIN FALLS, OH 44023. AMOUNT GIVEN: 1,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ACTIVITY CLASSIFICATION: TO SUPPORT OPERATIONS OF THE ORGANIZATION. GRANTEE NAME: FRIENDS OF WOMEN'S SAFE. GRANTEE ADDRESS: 13000 AUBURN ROAD CHARDON, OH 44062. AMOUNT GIVEN: 100.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ACTIVITY CLASSIFICATION: TO SUPPORT OPERATIONS OF THE ORGANIZATION. GRANTEE NAME: WOMENSAFE, INC.. GRANTEE ADDRESS: 12041 RAVENNA ROAD CHARDON, OH 44024. AMOUNT GIVEN: 2,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7ACTIVITY CLASSIFICATION: TO SUPPORT OPERATIONS OF THE ORGANIZATION. GRANTEE NAME: UNIVERSITY HOSPITALS GEAUGA MEDICAL CENTER. GRANTEE ADDRESS: 13207 RAVENNA ROAD CHARDON, OH 44024. AMOUNT GIVEN: 2,100.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8ACTIVITY CLASSIFICATION: TO SUPPORT OPERATIONS OF THE ORGANIZATION. GRANTEE NAME: CHAGRIN FALLS HIGH SCHOOL SCHOLARSHIP FUND. AMOUNT GIVEN: 1,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9ACTIVITY CLASSIFICATION: TO SUPPORT OPERATIONS OF THE ORGANIZATION. GRANTEE NAME: DIFFERENT NEEDS. AMOUNT GIVEN: 1,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10ACTIVITY CLASSIFICATION: TO SUPPORT OPERATIONS OF THE ORGANIZATION. GRANTEE NAME: KENSTON HIGH SCHOOL SCHOLARSHIP FUND. AMOUNT GIVEN: 1,000. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 20,700.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11DESCRIPTION: BANK CHARGES. AMOUNT: 44. DESCRIPTION: EQUIPMENT RENTAL AND SUPPLIES. AMOUNT: 32,500. DESCRIPTION: STATE REGISTRATION FEES. AMOUNT: 50. TOTAL TO FORM 990-EZ, LINE 16: 32,594.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 250. END OF YEAR AMOUNT: 625.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
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ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DAN BEAVERS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04405917175
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHAGRIN VALLEY JAYCEES
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE FOUNDATION
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ReturnHeader/Filer/EIN0320094722
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ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 522
ReturnHeader/Filer/USAddress/CityNm0CHAGRIN FALLS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.88.174.3
ReturnHeader/FilingSecurityInformation/IPDt02020-11-16
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm014:36:55
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0364267431
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PEASE & ASSOCIATES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01422 EUCLID AVE SUITE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CLEVELAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd044115
ReturnHeader/PreparerPersonGrp/PhoneNum02163489600
ReturnHeader/ReturnTs02020-11-16T14:34:17-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.79$0.22$6.57$3.17$1.24$1.93
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.85$0.21$4.64$2.48$0.83$1.65
2022Detailed filing. Detailed filing data is available for this year.$3.22$0.37$2.85$1.62$1.42$0.20
2021Detailed filing. Detailed filing data is available for this year.$3.02$0.14$2.88$2.26$0.64$1.62
2020Detailed filing. Detailed filing data is available for this year.$1.25$0.08$1.17$0.52$0.16$0.35
2019Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.48$0.56$0.07
2018Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.65$0.51$0.14
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.76$0.01$0.75$0.36$0.33$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.73$0.00$0.73$0.50$0.44$0.06
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.78$0.11$0.67$0.46$0.33$0.13
2014Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$0.45$0.36$0.09
2013Detailed filing. Detailed filing data is available for this year.$0.46$0.02$0.45$0.65$0.56$0.09
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.39$0.04$0.36$0.38$0.25$0.13