Civic Intelligence

Jochum Charitable Foundation Inc C/O David J Hessler

990PF • Fiscal year 2014 • EIN 34-1951170

Jan 01, 2014 to Dec 31, 2014 • Filed on Jul 16, 2015

Organization Profile
6055 Rockside Woods Blvd 200SuiteCleveland, OH 44131-2301

(216) 642-3342

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

27th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Net Margin

85th percentile

39%

Higher net margin than 85% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Asset Growth

61st percentile

4.6%

Faster asset growth than 61% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

70th percentile

17%

Faster revenue growth than 70% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$2,852,230

Up $124,419 (+4.6%) from 2013

Net Assets

Up

$2,852,230

Up $124,419 (+4.6%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin85th percentile

Revenue

Up

$317,075

Up $45,680 (+17%) from 2013

Expenses

Up

$192,658

Up $45,285 (+31%) from 2013

Net Income

Up

$124,417

Up $395 (+0.3%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $1,398,723Liabilities 2010: $0Net Assets 2010: $1,398,7232010Assets 2011: $1,969,487Liabilities 2011: $0Net Assets 2011: $1,969,4872011Assets 2012: $2,603,717Liabilities 2012: $0Net Assets 2012: $2,603,7172012Assets 2013: $2,727,811Liabilities 2013: $0Net Assets 2013: $2,727,8112013Assets 2014: $2,852,230Liabilities 2014: $0Net Assets 2014: $2,852,2302014Assets 2015: $2,899,760Liabilities 2015: $0Net Assets 2015: $2,899,7602015Assets 2016: $2,906,399Liabilities 2016: $0Net Assets 2016: $2,906,3992016Assets 2017: $3,042,160Liabilities 2017: $0Net Assets 2017: $3,042,1602017Assets 2018: $3,237,082Liabilities 2018: $0Net Assets 2018: $3,237,0822018Assets 2019: $3,585,539Liabilities 2019: $0Net Assets 2019: $3,585,5392019Assets 2020: $3,789,421Liabilities 2020: $0Net Assets 2020: $3,789,4212020Assets 2021: $3,914,420Liabilities 2021: $0Net Assets 2021: $3,914,4202021Assets 2022: $3,881,535Liabilities 2022: $0Net Assets 2022: $3,881,5352022Assets 2023: $4,274,796Liabilities 2023: $0Net Assets 2023: $4,274,7962023Assets 2024: $4,809,744Liabilities 2024: $0Net Assets 2024: $4,809,7442024

Highlighted filing

2014

Assets$2,852,230
Liabilities$0
Net Assets$2,852,230
Open 2014 Filing

Operations Trend

Revenue Growth70th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KExpenses 2010: $76,9372010Expenses 2011: $84,5642011Expenses 2012: $104,7812012Revenue 2013: $271,395Expenses 2013: $147,373Net Income 2013: $124,0222013Revenue 2014: $317,075Expenses 2014: $192,658Net Income 2014: $124,4172014Revenue 2015: $266,495Expenses 2015: $218,963Net Income 2015: $47,5322015Revenue 2016: $235,693Expenses 2016: $229,056Net Income 2016: $6,6372016Revenue 2017: $336,278Expenses 2017: $200,519Net Income 2017: $135,7592017Revenue 2018: $425,752Expenses 2018: $230,830Net Income 2018: $194,9222018Revenue 2019: $540,237Expenses 2019: $49,889Net Income 2019: $490,3482019Revenue 2020: $709,057Expenses 2020: $505,175Net Income 2020: $203,8822020Revenue 2021: $390,562Expenses 2021: $265,563Net Income 2021: $124,9992021Revenue 2022: $296,399Expenses 2022: $329,284Net Income 2022: -$32,8852022Revenue 2023: $712,871Expenses 2023: $324,242Net Income 2023: $388,6292023Revenue 2024: $866,893Expenses 2024: $331,945Net Income 2024: $534,9482024

Highlighted filing

2014

Revenue$317,075
Expenses$192,658
Net Income$124,417
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jul 16, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
EMMA E JOCHUMTtee/Pres-$0--
DAVID J HESSLERSec/Treas/Ttee-$0--
DAVID BUEGLERTtee-$0--
Filing and Contact Details

Filer

Filer Name
Jochum Charitable Foundation Inc
EIN
34-1951170
In Care Of
% DAVID J HESSLER
Phone
2166423342
Address
6055 ROCKSIDE WOODS BLVD 200, Suite, CLEVELAND, OH 44131-2301

Signing Officer

Name
David J Hessler
Title
Secy & Treas/trustee
Phone
2166423342
Signed
2015-07-16
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
200 PUBLIC SQUARE 18TH FLOOR, CLEVELAND, OH 44114-2301
Preparer
Christopher M Essig
Phone
2168753000
Raw XML Appendix328 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/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0EMMA E JOCHUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt110000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt210000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt313500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL, NON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL, NON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL, NON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL, NON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SALVATION ARMY OF GREATER CLEVELAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1THE CITY MISSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2LUTHERAN HOME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3GUIDESTONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02507 E 22ND STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt15310 CARNEGIE AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt22116 DOVER CENTER RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt33500 CARNEGIE AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CLEVELAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1CLEVELAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2WESTLAKE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3CLEVELAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd044115
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd144103
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd244145
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd344115
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0133500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt017269
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0133053
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0176848
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02012
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02011
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02010
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0150322
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0159579
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0133053
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0WEGMAN, HESSLER & VANDERBURG
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt03596
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt03596
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0STATE OF OHIO FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1D & O LIABILITY INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0200
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt11176
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0200
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11176
OtherIncreasesSchedule/OtherIncreasesDetail/Amt02
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0MISC ADJUSTMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt034359
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt12
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT & ADVISORY SERVICES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1ADR FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt034359
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt12
TaxesSchedule/TaxesDetail/Amt0475
TaxesSchedule/TaxesDetail/Amt17500
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt12013 FED. PAYMENT MADE IN 2014
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0475
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID J HESSLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECY & TREAS/TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02166423342
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-07-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOCHUM CHARITABLE FOUNDATION INC
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O DAVID J HESSLER
ReturnHeader/Filer/BusinessNameControlTxt0JOCH
ReturnHeader/Filer/EIN0341951170
ReturnHeader/Filer/InCareOfNm0% DAVID J HESSLER
ReturnHeader/Filer/PhoneNum02166423342
ReturnHeader/Filer/USAddress/AddressLine1Txt06055 ROCKSIDE WOODS BLVD 200
ReturnHeader/Filer/USAddress/AddressLine2Txt0Suite
ReturnHeader/Filer/USAddress/CityNm0CLEVELAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd0441312301
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PRICEWATERHOUSECOOPERS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0200 PUBLIC SQUARE 18TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CLEVELAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0441142301
ReturnHeader/PreparerPersonGrp/PhoneNum02168753000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTOPHER M ESSIG
ReturnHeader/ReturnTs02015-07-17T09:13:09-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,852,230
Liabilities
$0
Net assets
$2,852,230
Revenue
$317,075
Expenses
$192,658
Net income
$124,417
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.81$0.00$4.81$0.87$0.33$0.53
2023Detailed filing. Detailed filing data is available for this year.$4.27$0.00$4.27$0.71$0.32$0.39
2022Detailed filing. Detailed filing data is available for this year.$3.88$0.00$3.88$0.30$0.33$0.03
2021Detailed filing. Detailed filing data is available for this year.$3.91$0.00$3.91$0.39$0.27$0.12
2020Detailed filing. Detailed filing data is available for this year.$3.79$0.00$3.79$0.71$0.51$0.20
2019Detailed filing. Detailed filing data is available for this year.$3.59$0.00$3.59$0.54$0.05$0.49
2018Detailed filing. Detailed filing data is available for this year.$3.24$0.00$3.24$0.43$0.23$0.19
2017Detailed filing. Detailed filing data is available for this year.$3.04$0.00$3.04$0.34$0.20$0.14
2016Detailed filing. Detailed filing data is available for this year.$2.91$0.00$2.91$0.24$0.23$0.01
2015Detailed filing. Detailed filing data is available for this year.$2.90$0.00$2.90$0.27$0.22$0.05
2014Detailed filing. Detailed filing data is available for this year.$2.85$0.00$2.85$0.32$0.19$0.12
2013Detailed filing. Detailed filing data is available for this year.$2.73$0.00$2.73$0.27$0.15$0.12
2012Detailed filing. Detailed filing data is available for this year.$2.60$0.00$2.60$0.10
2011Detailed filing. Detailed filing data is available for this year.$1.97$0.00$1.97$0.08
2010Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.08