Civic Intelligence

The Julianna Foundation James R Bright Co-Trustee

990PF • Fiscal year 2019 • EIN 34-1925557

Jan 01, 2019 to Dec 31, 2019 • Filed on Jun 30, 2020

Organization Profile
1375 E 9th StCleveland, 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

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

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

17th percentile

-23%

Higher net margin than 17% of similar nonprofits.

2019 filings • <$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 • <$500k nonprofits • Source year 2019

Asset Growth

35th percentile

-4.5%

Faster asset growth than 35% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

100th percentile

63571%

Faster revenue growth than 100% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$22,220

Down $1,043 (-4.5%) from 2018

Net Assets

Down

$22,220

Down $1,043 (-4.5%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin17th percentile

Revenue

Up

$4,457

Up $4,450 (+63571%) from 2018

Expenses

Down

$5,500

Down $500 (-8.3%) from 2018

Net Income

Up

-$1,043

Up $4,950 (+83%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth35th 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

2019

Assets$22,220
Liabilities$0
Net Assets$22,220
Open 2019 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

2019

Revenue$4,457
Expenses$5,500
Net Income-$1,043
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jun 30, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay77th 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
2020-06-30

Preparer

Firm
Schneider Smeltz Spieth Bell Llp
Address
1375 E NINTH ST STE 900, CLEVELAND, OH 44114-1724
Preparer
Kimberly Stein
Phone
2166964200
Raw XML Appendix234 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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ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$22,220
Liabilities
$0
Net assets
$22,220
Revenue
$4,457
Expenses
$5,500
Net income
-$1,043
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