Civic Intelligence

The James and Donna Reid Foundation

EIN 34-1454506 • Cleveland, OH

2181 Ambleside Drive 803Cleveland, OH 44106
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 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

3rd percentile

-1891%

Higher net margin than 3% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

12th percentile

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

9th percentile

-84%

Faster revenue growth than 9% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$530,180

Down $321,815 (-38%) from 2021

Liabilities

Flat

$0

Flat from 2021

Net Assets

Down

$530,180

Down $321,815 (-38%) from 2021

Revenue

Down

$109,724

Down $136,742 (-55%) from 2021

Expenses

Down

$432,284

Down $433,298 (-50%) from 2021

Net Income

Up

-$322,560

Up $296,556 (+48%) from 2021

Trend Graphs

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2020: $1,470,635Liabilities 2020: $0Net Assets 2020: $1,470,6352020Assets 2021: $851,995Liabilities 2021: $0Net Assets 2021: $851,9952021Assets 2022: $530,180Liabilities 2022: $0Net Assets 2022: $530,1802022

Highlighted filing

2022

Assets$530,180
Liabilities$0
Net Assets$530,180

Operations Trend

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

$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2020: $1,239,121Expenses 2020: $3,934,742Net Income 2020: -$2,695,6212020Revenue 2021: $246,466Expenses 2021: $865,582Net Income 2021: -$619,1162021Revenue 2022: $109,724Expenses 2022: $432,284Net Income 2022: -$322,5602022

Highlighted filing

2022

Revenue$109,724
Expenses$432,284
Net Income-$322,560

Filings

Latest Detailed Filing

The latest 2022 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2021 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 12, 2022
Return Version
2021v4.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DONNA S REIDPres/Trs.Trustee-$0--
R STEVEN KESTNER ESQSec/Trustee-$0--
KEVIN G ROBERTSONTrustee-$0--
CHAD W MAKUCHAsst. Sec-$0--
Filing and Contact Details

Filer

Filer Name
The James and Donna Reid Foundation
EIN
34-1454506
Phone
2163215446
Address
2181 AMBLESIDE DRIVE 803, CLEVELAND, OH 44106

Signing Officer

Name
Donna S Reid
Title
President
Phone
2163211045
Signed
2022-05-12
Discuss with paid preparer
Yes

Preparer

Firm
Gene Elconin CPA Inc
Address
23240 CHAGRIN BLVD SUITE 632, BEACHWOOD, OH 44122-5404
Phone
2162928116
Raw XML Appendix388 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
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IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt060949
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01128868
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01501511
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0726198
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0726198
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt09659809
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01128868
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01501511
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IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0834378
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0773429
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LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt014081
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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0200
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt14805
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
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OtherIncreasesSchedule/OtherIncreasesDetail/Amt0476
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TaxesSchedule/TaxesDetail/Amt04649
TaxesSchedule/TaxesDetail/Amt112000
TaxesSchedule/TaxesDetail/CategoryTxt0990-PF 2020 BALANCE DUE
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TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
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TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DONNA S REID
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ReturnHeader/BusinessOfficerGrp/PhoneNum02163211045
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE JAMES AND DONNA REID FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JAME
ReturnHeader/Filer/EIN0341454506
ReturnHeader/Filer/PhoneNum02163215446
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ReturnHeader/PreparerPersonGrp/PhoneNum02162928116
ReturnHeader/ReturnTs02022-05-12T10:40:34-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DONNA
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ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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