Civic Intelligence

Richard a Barone Charitable Foundation

990PF • Fiscal year 2011 • EIN 80-0306290

Jan 01, 2011 to Dec 31, 2011 • Filed on May 03, 2012

2000 Auburn DriveRoom/Suite 30044122
Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2011 filings • $500k-$1M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

68th percentile

$0

Higher top officer pay than 68% of similar nonprofits.

2011 filings • $500k-$1M nonprofits • Source year 2011

Asset Growth

84th percentile

22%

Faster asset growth than 84% of similar nonprofits.

2011 filings • $500k-$1M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$845,570

Up $150,705 (+22%) from 2010

Net Assets

Up

$845,570

Up $150,705 (+22%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$70,852

Up $28,667 (+68%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $694,865Liabilities 2010: $0Net Assets 2010: $694,8652010Assets 2011: $845,570Liabilities 2011: $0Net Assets 2011: $845,5702011Assets 2012: $1,140,443Liabilities 2012: $0Net Assets 2012: $1,140,4432012Assets 2013: $1,474,410Liabilities 2013: $0Net Assets 2013: $1,474,4102013Assets 2014: $1,879,087Liabilities 2014: $105Net Assets 2014: $1,878,9822014Assets 2015: $1,827,764Liabilities 2015: $02015Assets 2016: $1,572,926Liabilities 2016: $0Net Assets 2016: $1,572,9262016Assets 2017: $1,438,344Liabilities 2017: $0Net Assets 2017: $1,438,3442017Assets 2018: $1,530,134Liabilities 2018: $0Net Assets 2018: $1,530,1342018Assets 2019: $1,496,055Liabilities 2019: $0Net Assets 2019: $1,496,0562019Assets 2020: $1,468,475Liabilities 2020: $12020Assets 2021: $1,360,724Liabilities 2021: $6,7072021Assets 2022: $1,579,967Liabilities 2022: $6,707Net Assets 2022: $1,573,2602022Assets 2023: $1,578,779Liabilities 2023: $6,7072023Assets 2024: $1,888,903Liabilities 2024: $6,707Net Assets 2024: $1,882,1962024

Highlighted filing

2011

Assets$845,570
Liabilities$0
Net Assets$845,570

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2010: $42,1852010Expenses 2011: $70,8522011Expenses 2012: $87,7062012Revenue 2013: $445,022Expenses 2013: $111,055Net Income 2013: $333,9672013Revenue 2014: $603,769Expenses 2014: $174,417Net Income 2014: $429,3522014Revenue 2015: $109,476Expenses 2015: $160,515Net Income 2015: -$51,0392015Revenue 2016: $25,422Expenses 2016: $280,260Net Income 2016: -$254,8382016Revenue 2017: $50,344Expenses 2017: $183,472Net Income 2017: -$133,1282017Revenue 2018: $220,443Expenses 2018: $128,654Net Income 2018: $91,7892018Revenue 2019: $43,011Expenses 2019: $77,090Net Income 2019: -$34,0792019Revenue 2020: $50,595Expenses 2020: $78,176Net Income 2020: -$27,5812020Revenue 2021: $110,118Expenses 2021: $224,576Net Income 2021: -$114,4582021Revenue 2022: $422,185Expenses 2022: $202,943Net Income 2022: $219,2422022Revenue 2023: $207,366Expenses 2023: $208,554Net Income 2023: -$1,1882023Revenue 2024: $488,366Expenses 2024: $178,242Net Income 2024: $310,1242024

Highlighted filing

2011

Revenue-
Expenses$70,852
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
May 3, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICHARD A BARONEChairman-$0--
MARTHA S BARONEDirector-$0--
KATHRYN A BARONEDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantHOSPICE OF THE WESTERN RESERVECOMPREHENSIVE CAMPAIGN GIFT509(A)(1)CLEVELAND, OH, US$20,000
Paid GrantMAGNIFICAT HIGH SCHOOLSCHOLARSHIPS509(A)(1)ROCKY RIVER, OH, US$13,500
Paid GrantST AGNES OUR LADY FATIMACHARITY FUND509(A)(1)CLEVELAND, OH, US$11,200
Paid GrantHANDS TOGETHERHAITI RELIEF509(A)(1)COLUMBUS, OH, US$10,000
Paid GrantCLEVELAND STATE UNIVERSITYSCHOLARSHIPS509(A)(1)CLEVELAND, OH, US$10,000
Paid GrantGIRLS INCSCHOLARSHIPS509(A)(1)SARASOTA, FL, US$1,000
Paid GrantCSU PLAYHOUSE SQUARE FOUNDATIONEVENT SPONSORSHIP509(A)(1)CLEVELAND, OH, US$1,000
Paid GrantST RAPHAEL CHURCHCHARITY FUND509(A)(1)BAY VILLAGE, OH, US$350
Filing and Contact Details

Filer

EIN
80-0306290
Raw XML AppendixShowing 400 of 564 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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AccountingFeesSchedule/AccountingFees/Category0ACCOUNTING FEES
CompensationExplanation/Compensation/PersonName0RICHARD A BARONE
CompensationExplanation/Compensation/PersonName1MARTHA S BARONE
CompensationExplanation/Compensation/PersonName2KATHRYN A BARONE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue0626682
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV0620130
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0MARKETABLE SECURITIES
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0INTERNATIONAL MONETARY SYS LTD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1ALLIANCE BANKSHARES CORP COM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2NUVEEN DIVID ADVANTAGE MUN FD 3
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3ALLIANCE BANKSHARES CORP COM
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset6ALLIANCEBERNSTEIN INCOME FD INC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset7INTERNATIONAL MONETARY SYS LTD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset8BLACKROCK INCOME OPPTY TR INC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset9INTERNATIONAL MONETARY SYS LTD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset10CORPORATE BACKED TR CTFS FEDERAL EXP
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset12GDL FD CUMULATIVE PFD SER B
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset15CORTS TR XEROX CAP TRU I CORP
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset16KIMCO RLTY CORP DEPOSITARY SHS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset17EATON VANCE RISK MANAGED DIVERSIFIED
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset18MFS CHARTER INCOME TRUST
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset19EATON VANCE RISK MANAGED DIVERSIFIED
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset20MFS INTERMEDIATE INCOME TRUST SH BEN
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset21HANCOCK JOHN PREM DIVID FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset22MFS INTERMEDIATE INCOME TRUST SH BEN
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset23MFS INTERMEDIATE INCOME TRUST SH
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset24PUBLIC STORAGE DEPOSITARY SH
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset25INTERNATIONAL MONETARY SYS LTD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset26STRATS TR FOR DOMINION RES INC
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0RICHARD A BARONE
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IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0true
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
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IRS990PF/StatementsRegardingActivities/StatesFiledWith0OH
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.89$0.01$1.88$0.49$0.18$0.31
2023Summary only. Only limited summary data is available for this year.$1.58$0.01$0.21$0.21$0.00
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.58$0.01$1.57$0.42$0.20$0.22
2021Summary only. Only limited summary data is available for this year.$1.36$0.01$0.11$0.22$0.11
2020Summary only. Only limited summary data is available for this year.$1.47$0.00$0.05$0.08$0.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.50$0.00$1.50$0.04$0.08$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.22$0.13$0.09
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.44$0.00$1.44$0.05$0.18$0.13
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.57$0.00$1.57$0.03$0.28$0.25
2015Summary only. Only limited summary data is available for this year.$1.83$0.00$0.11$0.16$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.60$0.17$0.43
2013Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.45$0.11$0.33
2012Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.09
2011Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.07
2010Detailed filing. Detailed filing data is available for this year.$0.69$0.00$0.69$0.04
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2011 filings • $500k-$1M nonprofits