Civic Intelligence

The Julianna Foundation James R Bright Co-Trustee

EIN 34-1925557 • Cleveland, OH

1375 E 9th StCleveland, OH 44114
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 2023

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2023

Net Margin

29th percentile

-14%

Higher net margin than 29% of similar nonprofits.

<$500k nonprofits • Source year 2023

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 2023

Asset Growth

12th percentile

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

100th percentile

13564100%

Faster revenue growth than 100% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $19,492 (-100%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Down

$0

Down $19,492 (-100%) from 2022

Operations
Liabilities / Revenue66th percentileNet Margin29th percentile

Revenue

Up

$135,642

Up $135,641 (+13564100%) from 2022

Expenses

Up

$155,134

Up $146,984 (+1803%) from 2022

Net Income

Down

-$19,492

Down $11,343 (-139%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

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

$40K$30K$20K$10K$0Assets 2012: $33,821Liabilities 2012: $0Net Assets 2012: $33,8212012Assets 2013: $36,667Liabilities 2013: $0Net Assets 2013: $36,6672013Assets 2014: $32,235Liabilities 2014: $0Net Assets 2014: $32,2352014Assets 2015: $32,236Liabilities 2015: $0Net Assets 2015: $32,2362015Assets 2016: $34,334Liabilities 2016: $1Net Assets 2016: $34,3332016Assets 2017: $29,257Liabilities 2017: $1Net Assets 2017: $29,2562017Assets 2018: $23,263Liabilities 2018: $0Net Assets 2018: $23,2632018Assets 2019: $22,220Liabilities 2019: $0Net Assets 2019: $22,2202019Assets 2020: $21,577Liabilities 2020: $0Net Assets 2020: $21,5772020Assets 2021: $27,641Liabilities 2021: $0Net Assets 2021: $27,6412021Assets 2022: $19,492Liabilities 2022: $0Net Assets 2022: $19,4922022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2023

Assets$0
Liabilities$0
Net Assets$0
Open 2023 Filing

Operations Trend

Revenue Growth100th percentile

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

$200K$150K$100K$50K$0-$50KExpenses 2012: $4,3002012Revenue 2013: $7,396Expenses 2013: $4,550Net Income 2013: $2,8462013Revenue 2014: $6,323Expenses 2014: $10,755Net Income 2014: -$4,4322014Revenue 2015: $1Expenses 2015: $0Net Income 2015: $12015Revenue 2016: $10,097Expenses 2016: $8,000Net Income 2016: $2,0972016Revenue 2017: $2Expenses 2017: $5,079Net Income 2017: -$5,0772017Revenue 2018: $7Expenses 2018: $6,000Net Income 2018: -$5,9932018Revenue 2019: $4,457Expenses 2019: $5,500Net Income 2019: -$1,0432019Revenue 2020: $6,199Expenses 2020: $6,842Net Income 2020: -$6432020Revenue 2021: $12,697Expenses 2021: $6,633Net Income 2021: $6,0642021Revenue 2022: $1Expenses 2022: $8,150Net Income 2022: -$8,1492022Revenue 2023: $135,642Expenses 2023: $155,134Net Income 2023: -$19,4922023

Highlighted filing

2023

Revenue$135,642
Expenses$155,134
Net Income-$19,492
Open 2023 Filing

Filings

Most recent year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$135,642
Expenses
$155,134
Net income
-$19,492
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$1.36$1.55$0.19
2022Detailed filing. Detailed filing data is available for this year.$0.19$0.00$0.19$0.00$0.08$0.08
2021Detailed filing. Detailed filing data is available for this year.$0.28$0.00$0.28$0.13$0.07$0.06
2020Detailed filing. Detailed filing data is available for this year.$0.22$0.00$0.22$0.06$0.07$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.22$0.00$0.22$0.04$0.06$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.23$0.00$0.23$0.00$0.06$0.06
2017Detailed filing. Detailed filing data is available for this year.$0.29$0.00$0.29$0.00$0.05$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.34$0.00$0.34$0.10$0.08$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.32$0.00$0.00$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.32$0.06$0.11$0.04
2013Detailed filing. Detailed filing data is available for this year.$0.37$0.00$0.37$0.07$0.05$0.03
2012Detailed filing. Detailed filing data is available for this year.$0.34$0.00$0.34$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 30, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM C MCCOYCo-Trustee-$0--
JAMES R BRIGHTCo-Trustee-$0--
Filing and Contact Details

Filer

Filer Name
The Julianna Foundation
EIN
34-1925557
Phone
2166964200
Address
1375 E 9TH ST, CLEVELAND, OH 44114

Signing Officer

Name
James R Bright
Title
Co-trustee
Signed
2024-04-30

Preparer

Firm
Schneider Smeltz Spieth Bell Llp
Address
1375 E NINTH ST STE 900, CLEVELAND, OH 44114-1724
Preparer
James R Bright
Phone
2166964200
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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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ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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