Chagrin Valley Jaycees Charitable Foundation EIN 32-0094722

Chagrin Valley Jaycees Charitable Foundation

EIN  32-0094722 Public foundation / grantmaker Chagrin Falls, OH
Form 990 (PDF) Compare with another nonprofit →
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Size
$100K–1M
What they do
Supports community services in Northeast Ohio by developing organized philanthropy and investment strategies.
Leadership
Jeff Poprik · Director
Money in and out
$317K revenue, $124K expenses
Bottom line
65% program efficiency

Supports community services in Northeast Ohio by developing organized philanthropy and investment strategies. For fiscal year 2024 it reported $317K in revenue, $124K in expenses, and $657K in net assets.Pt I

Grants paid & assets · FY2024
Total revenue
$317K
Pt VIII · Ln 12
Total expenses
$124K
Pt IX · Ln 25
Net assets
$657K
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): $193K
Where spending went · Part IX cols B–D
Program services $0.65 Management & general $0.25 Fundraising $0.10
Program efficiency
65%
of spending reaches programs▼ -3% vs prior filing year
Operating runway
66.2mo
months of highly liquid reserves at operating expense rate0% vs prior filing year
Surplus margin
+61%
revenue over expenses, this year▼ -8% vs prior filing year

Summary of the Filing

Part I · fiscal year 2024 · Form 990
Revenue
$317K
FY2024▲ +28%
Expenses
$124K
FY2024▲ +49%
Total assets
$679K
FY2024▲ +40%
Total liabilities
$22K
FY2024▲ +7%
Total revenue
$317K
Pt VIII · Ln 12
Total expenses
$124K
Pt IX · Ln 25
Net assets
$657K
Pt X · Ln 32
Revenue less expensesPt I · Ln 19$193K
Total assetsPt X · Ln 16$679K
Program-expense ratioPt IX · col B65%
Voting members of governing bodyPt I · Ln 315
Independent voting membersPt I · Ln 415
Mission & Programs · Part III

Where the work happens

2 program services account for $81K of program spending, described in the organization's own filed words · FY2024.
01

Our goal is to develop organized philanthropy that will support community-based services with the purpose of improving the quality of life in northeastern ohio.

$47Kprogram expense
02

Holiday Lighting in the Village of Chagrin Falls

An annual tradition, lighting and decorations in the spirit of the holiday season is provided from thanksgiving until after new year's day.

$33Kprogram expense

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Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CChagrin Valley Jaycees Charitable Foundation
EINHdr · item D32-0094722
Principal addressHdr · item CChagrin Falls, OH
WebsiteHdr · item Jnone reported
Year of formationHdr · item Lpending
State of legal domicileHdr · item MOH
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFFoundations & Grantmakers (T30)
Ruling yearIRS BMFJan 2009

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a15
Independent voting membersPt VI · Ln 1b15
Conflict-of-interest policyPt VI · Ln 12aNo
Whistleblower policyPt VI · Ln 13No
Document retention policyPt VI · Ln 14No
CEO/top-official compensation independently reviewedPt VI · Ln 15aNo
Family or business relationships among officers/directorsPt VI · Ln 2No

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation
Director
$0Pt VII · Sec A
President
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
Vice President
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Sergeant at Arms
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
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Statement of Revenue

Part VIII
Contributions & grants$242K · 76%
Investment income$38K · 12%
Other revenue$38K · 12%
Contributions & grants76%$242K
Investment income12%$38K
Other revenue12%$38K
Total revenueLn 12$317K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.65 Management & general $0.25 Fundraising $0.10
Program services65%$81K
Management & general25%$31K
Fundraising10%$13K
Total functional expensesLn 25$124K

Balance Sheet

Part X · end of year
CashLn 1$81K
Total assetsLn 16$679K
Total liabilitiesLn 26$22K
Total net assetsLn 32$657K
Months of cash on handcomputed7.8

Financial Metrics

Form 990 · FY2024 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $662K · Operating expenses (Pt IX) $124K · Less non-cash grants $4K · Cash operating expenses/yr $120K
66.2 months
Where the money goes
Program services
Program services $81K · Total expenses $124K
65%
Management & General
Management & general $31K · Total expenses $124K
25%
Fundraising
Fundraising $13K · Total expenses $124K
10%
Cost to raise $1
Fundraising expense (3-yr avg) $8K · Solicited contributions (3-yr avg) $199K
$0.04 to raise $1 (3-yr avg)
Where the money comes from
Contribution dependence
Contributions & grants $242K · Total revenue $317K
76%
Government reliance
Government grants — · Total revenue $317K
Earned-income share
Program service revenue $0 · Total revenue $317K
0%
Investment reliance
Investment income $38K · Total revenue $317K
+12%
Program self-sufficiency
Program service revenue $0 · Total expenses $124K
0%
Growth & trend
Revenue growth (YoY)
This year $317K · Prior year $248K
+28%
Revenue CAGR
FY2020 $52K · FY2024 $317K
+57%
Net-asset trend (YoY)
End of year $657K · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $317K · Expenses $124K
+61%
Liabilities-to-Assets
Total liabilities — · Total assets $679K
Net-asset ratio
Net assets $657K · Total assets $679K
97%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) $582K · Other securities (Pt X, ln 12) — · Total assets (Pt X, ln 16) $679K
86%
People & payroll
Highest Reported Total Compensation
Individual Jeff Poprik · Reported title DIRECTOR · Highest reported compensation $0 · Total expenses $124K
0%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) — · Total expenses $124K
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 65%
Overhead ratio 25%
Fundraising cost ratio 5%
Revenue growth 28%
Accounting fee ratio 2%

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Grants

Schedule I · received and paid
Grants received · FY2024
Total grants receivedfrom 3 funders$5K
See all 3 funders →
Grants paid · 1 grant · $8K · 2024–2024
Unitemized GrantFY2024$8,000

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2024 (Latest)$317K revenue · viewing · ⤓ 990 PDF
FY2023$248K revenue · ⤓ 990 PDF
FY2022$162K revenue · ⤓ 990 PDF
FY2021$226K revenue · ⤓ 990 PDF
FY2020$52K revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2024IRS
Classification, formation year, addressIRS Business Master File
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