Civic Intelligence

The Julianna Foundation James R Bright Co-Trustee

990PF • Fiscal year 2020 • EIN 34-1925557

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 03, 2021

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

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

30th percentile

-10%

Higher net margin than 30% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

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.

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

38th percentile

-2.9%

Faster asset growth than 38% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

86th percentile

39%

Faster revenue growth than 86% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$21,577

Down $643 (-2.9%) from 2019

Net Assets

Down

$21,577

Down $643 (-2.9%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin30th percentile

Revenue

Up

$6,199

Up $1,742 (+39%) from 2019

Expenses

Up

$6,842

Up $1,342 (+24%) from 2019

Net Income

Up

-$643

Up $400 (+38%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth38th 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

2020

Assets$21,577
Liabilities$0
Net Assets$21,577
Open 2020 Filing

Operations Trend

Revenue Growth86th 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

2020

Revenue$6,199
Expenses$6,842
Net Income-$643
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 3, 2021
Return Version
2020v4.0
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
2021-11-03

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 Appendix223 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/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES R BRIGHT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE JULIANNA FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0JAMES R BRIGHT CO-TRUSTEE
ReturnHeader/Filer/BusinessNameControlTxt0JULI
ReturnHeader/Filer/EIN0341925557
ReturnHeader/Filer/PhoneNum02166964200
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ReturnHeader/Filer/USAddress/CityNm0CLEVELAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01375 E NINTH ST STE 900
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CLEVELAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0441141724
ReturnHeader/PreparerPersonGrp/PhoneNum02166964200
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KIMBERLY STEIN
ReturnHeader/ReturnTs02021-11-10T07:16:03-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JAMES R
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BRIGHT
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$21,577
Liabilities
$0
Net assets
$21,577
Revenue
$6,199
Expenses
$6,842
Net income
-$643
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