Civic Intelligence

The Julianna Foundation James R Bright Co-Trustee

990PF • Fiscal year 2016 • EIN 34-1925557

Jan 01, 2016 to Dec 31, 2016 • Filed on May 10, 2017

Organization Profile
1375 E 9th St No 900Cleveland, OH 44114

(216) 696-4200

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

Higher debt load relative to revenue than 58% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

78th percentile

21%

Higher net margin than 78% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

62nd percentile

6.5%

Faster asset growth than 62% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

100th percentile

1009600%

Faster revenue growth than 100% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$34,334

Up $2,098 (+6.5%) from 2015

Net Assets

Up

$34,333

Up $2,097 (+6.5%) from 2015

Liabilities

Up

$1

Up $1 from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin78th percentile

Revenue

Up

$10,097

Up $10,096 (+1009600%) from 2015

Expenses

Up

$8,000

Up $8,000 from 2015

Net Income

Up

$2,097

Up $2,096 (+209600%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

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

$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

2016

Assets$34,334
Liabilities$1
Net Assets$34,333
Open 2016 Filing

Operations Trend

Revenue Growth100th percentile

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$10,097
Expenses$8,000
Net Income$2,097
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 10, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay76th 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 NO 900, CLEVELAND, OH 44114

Signing Officer

Name
James R Bright
Title
Co-trustee
Phone
2166964700
Signed
2017-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Schneider Smeltz Spieth Bell Llp
Address
1375 EAST 9TH STREET STE 900, CLEVELAND, OH 44114
Preparer
Kimberly E Stein
Phone
2166964200
Raw XML Appendix283 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/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt02857
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt04705
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0438
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0438
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt08000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0438
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0438
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt02857
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt00
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0ROUNDING
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt01
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES R BRIGHT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02166964700
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE JULIANNA FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0JAMES R BRIGHT CO-TRUSTEE
ReturnHeader/Filer/BusinessNameControlTxt0JULI
ReturnHeader/Filer/EIN0341925557
ReturnHeader/Filer/PhoneNum02166964200
ReturnHeader/Filer/USAddress/AddressLine1Txt01375 E 9TH ST NO 900
ReturnHeader/Filer/USAddress/CityNm0CLEVELAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd044114
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0E31068AF610DF359A6EE882FC5EED643B5226BEB
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0E31068AF610DF359A6EE882FC5EED643B5226BEB
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0209.48.206.210
ReturnHeader/FilingSecurityInformation/IPDt02017-05-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm012:01:21
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0340664461
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SCHNEIDER SMELTZ SPIETH BELL LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01375 EAST 9TH STREET STE 900
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CLEVELAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd044114
ReturnHeader/PreparerPersonGrp/PhoneNum02166964200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KIMBERLY E STEIN
ReturnHeader/ReturnTs02017-05-10T11:03:29-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$34,334
Liabilities
$1
Net assets
$34,333
Revenue
$10,097
Expenses
$8,000
Net income
$2,097
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