Civic Intelligence

Jaf Charitable Foundation

990PF • Fiscal year 2014 • EIN 35-1118578

Jan 01, 2014 to Dec 31, 2014 • Filed on May 01, 2005

7290 Greenfarms DriveCincinnati, OH 45224-1602

(513) 729-1819

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

80th percentile

29%

Higher net margin than 80% 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

57th percentile

3.2%

Faster asset growth than 57% of similar nonprofits.

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

Revenue Growth

13th percentile

-27%

Faster revenue growth than 13% of similar nonprofits.

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

Assets

Up

$1,195,477

Up $37,386 (+3.2%) from 2013

Net Assets

Up

$1,195,477

Up $37,386 (+3.2%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Down

$132,685

Down $49,042 (-27%) from 2013

Expenses

Down

$94,300

Down $700 (-0.7%) from 2013

Net Income

Down

$38,385

Down $48,342 (-56%) from 2013

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2013: $1,158,091Liabilities 2013: $0Net Assets 2013: $1,158,0912013Assets 2014: $1,195,477Liabilities 2014: $0Net Assets 2014: $1,195,4772014Assets 2015: $1,293,919Liabilities 2015: $0Net Assets 2015: $1,293,9192015Assets 2016: $1,425,392Liabilities 2016: $0Net Assets 2016: $1,425,3922016Assets 2017: $1,494,972Liabilities 2017: $0Net Assets 2017: $1,494,9722017Assets 2018: $1,320,956Liabilities 2018: $0Net Assets 2018: $1,320,9562018Assets 2019: $1,517,229Liabilities 2019: $0Net Assets 2019: $1,517,2292019Assets 2020: $1,491,496Liabilities 2020: $0Net Assets 2020: $1,491,4962020Assets 2021: $2,444,196Liabilities 2021: $0Net Assets 2021: $2,444,1962021Assets 2022: $3,030,496Liabilities 2022: $0Net Assets 2022: $3,030,4962022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2014

Assets$1,195,477
Liabilities$0
Net Assets$1,195,477

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2013: $181,727Expenses 2013: $95,000Net Income 2013: $86,7272013Revenue 2014: $132,685Expenses 2014: $94,300Net Income 2014: $38,3852014Revenue 2015: $187,786Expenses 2015: $85,800Net Income 2015: $101,9862015Revenue 2016: $242,667Expenses 2016: $106,400Net Income 2016: $136,2672016Revenue 2017: $187,189Expenses 2017: $113,093Net Income 2017: $74,0962017Revenue 2018: $40,757Expenses 2018: $208,100Net Income 2018: -$167,3432018Revenue 2019: $326,673Expenses 2019: $130,400Net Income 2019: $196,2732019Revenue 2020: $105,779Expenses 2020: $132,700Net Income 2020: -$26,9212020Revenue 2021: $1,155,279Expenses 2021: $201,000Net Income 2021: $954,2792021Revenue 2022: $821,125Expenses 2022: $221,036Net Income 2022: $600,0892022Revenue 2023: $42,848Expenses 2023: $0Net Income 2023: $42,8482023

Highlighted filing

2014

Revenue$132,685
Expenses$94,300
Net Income$38,385
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 1, 2005
Return Version
2014v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUZANNE A JOINERPresident-$0--
WILLIAM C JOINERSec/Treas-$0--
WILLIAM J JOINERDirector-$0--
DAVID D JOINERDirector-$0--
Filing and Contact Details

Filer

Filer Name
Jaf Charitable Foundation
EIN
35-1118578
Phone
5137291819
Address
7290 GREENFARMS DRIVE, CINCINNATI, OH 45224-1602

Signing Officer

Name
Suzanne a Joiner
Title
President
Phone
5137291819
Signed
2005-05-01

Preparer

Firm
Joseph Burnett CPA & Nancy Boler CPA
Address
2430 Central Parkway, Cincinnati, OH 45214
Preparer
Joseph a Burnett CPA
Phone
5132412727
Raw XML Appendix359 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2WILLIAM J JOINER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3DAVID D JOINER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0SUZANNE JOINER
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt07290 GREENFARMS DRIVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CINCINNATI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0OH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0452241602
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0OH
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd1IN
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum05137291819
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0SUZANNE AND WILLIAM JOINER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt010000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt180000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt21500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0ANNUAL OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1FOUNDATION FUNDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0GREATER CINCINNATI COMMUNITY SHARES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1GREATER CINCINNATI FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2ST VINCENT de PAUL-ST VIVIANS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0YES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1YES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2YES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0103 WILLIAM H TAFT ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1200 WEST FOURTH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2885 DENIER PLACE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CINCINNATI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1CINCINNATI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2CINCINNATI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd045219
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd145202
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd245224
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt091500
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/DistributableAsAdjustedAmt075834
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt095000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt065670
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt087400
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt067640
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt02740
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt02740
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0410010
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt094300
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt095000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt065670
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt087400
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt067640
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt094300
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt094300
IRS990PF/UndistributedIncomeGrp/Taxable2Amt067943
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0412750
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0318450
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt075834
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt067943
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0MR AND MRS WILLIAM H JOINER
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1MR AND MRS WILLIAM H JOINER
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt07290 GREENFARMS DRIVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt17290 GREENFARMS DRIVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0CINCINNATI
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1CINCINNATI
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0OH
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1OH
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd0452241602
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd1452241602
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt054124
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt152405
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum12
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt054124
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt152405
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0700 SHARES OF CVS
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc1500 SHARES OF FIDELITY CONTRAFUND (FCNTX)
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02014-07-15
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12014-12-12
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0999
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0FEDERAL TAXES
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt0200
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OHIO AG REGISTRATION FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0200
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0200
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0200
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SUZANNE A JOINER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05137291819
ReturnHeader/BusinessOfficerGrp/SignatureDt02005-05-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JAF CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JAFC
ReturnHeader/Filer/EIN0351118578
ReturnHeader/Filer/PhoneNum05137291819
ReturnHeader/Filer/USAddress/AddressLine1Txt07290 GREENFARMS DRIVE
ReturnHeader/Filer/USAddress/CityNm0CINCINNATI
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd0452241602
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Joseph Burnett CPA & Nancy Boler CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02430 Central Parkway
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Cincinnati
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd045214
ReturnHeader/PreparerPersonGrp/PhoneNum05132412727
ReturnHeader/PreparerPersonGrp/PreparationDt02015-05-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH A BURNETT CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-05-11T10:01:31-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

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