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Chagrin Valley Jaycees Charitable Foundation FY2023 filing

Tax-deductible

Chagrin Falls, OH501(c)(3)Foundations & GrantmakersEIN 32-0094722Revenue $248K in FY2023

On file with the IRSPo Box 522, 44022-0522 · Chagrin Falls, OHTax-exempt since Jan 2009Publicly supported charity — 170(b)(1)(A)(vi)

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To develop organized philanthropy that will support community-based services with the purpose of improving the quality of life in northeastern ohio. Our goal is to identify investment opportunities that will provide the greatest return thereby increasing the amount of Charitable dollars available for allocation. The cvjcf will perform as a prudent manager of directly solicited Charitable gifts and bequests and develop investment strategies that demonstrate ethical and responsible leadership. IT is our belief that by creating an environment that provides Charitable giving options coupled with teamwork, open communication and personal accountability, the cvjcf will ensure the growth and prosperity of all those we serve.

501(c)(3) charity; gifts are tax-deductible.
67¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2023 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 4
filings with a surplus
Average surplus $135K a year · 57% of revenue · last 4 filings
Looks good: a surplus in 4 of the last 4 filings.
Pt I · Ln 19 · 4 filings
Spent on programs
67%
of spending
Fine: 67% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Cash reserves
11 mo
of spending, in cash
Looks good: 11.4 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
3
named funders · $5K
Looks good: 3 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$21K
4% of total assets
Looks good: liabilities are 4% of assets; 50% or less.
Pt X · Ln 26
Independent board members
16
of 16 voting members
Looks good: 16 of 16 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$248K
+53% vs prior year
Spent
$83K
To programs
67%
Net assets
$464K
By yearFY2020–FY2024
Revenue
$248K
FY2023▲ +53%
Tap a bar for its year
Revenue by fiscal year
FY2020$52K
FY2021$226K
FY2022$162K
FY2023$248K
FY2024$317K
Expenses
$83K
FY2023▼ -41%
Tap a bar for its year
Expenses by fiscal year
FY2020Not on file
FY2021$64K
FY2022$142K
FY2023$83K
FY2024$124K
Net assets
$464K
FY2023▲ +63%
Tap a bar for its year
Net assets by fiscal year
FY2020$117K
FY2021$288K
FY2022$285K
FY2023$464K
FY2024$657K

From the FY2023 Form 990 · see the original

990 PDF Claim
You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Jan 2009.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

67 cents of each dollar spent went to programs.

Program services 67% · $55K Management & general 26% · $21K Fundraising 8% · $6K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

21 people listed on the 990.

Part VII, Section A · reportable compensation
Jeff Poprik
Director
$0Pt VII · Sec A
Ryan Caruso
Vice President
$0Pt VII · Sec A
Zach Sipos
Secretary
$0Pt VII · Sec A
Mike Tomaro
President
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Jason Zubar
Director
$0Pt VII · Sec A
Clayton Papenfus
Sergeant at Arms
$0Pt VII · Sec A
See Chagrin Valley Jaycees Charitable Foundation executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Supports community services in Northeast Ohio by developing organized philanthropy and investment strategies.

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Provided by the organization

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2 programs · $55K · in their own filed words · FY2023
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.

$31Kprogram 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.

$24Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
Fred a Lennon Charitable Tr Private FoundationFY2024$3K
Fairfax FoundationFY2024$1K
Sollie Rosen Memorial FoundationFY2024$500
Total grants receivedfrom 3 funders$5K
See all 3 funders →
Grants paid · 1 grant · $8K · 2024–2024
Unitemized GrantFY2024$8,000

By the numbers

The FY2023 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$248K
Ln 12
Gifts and grantsLn 1h$194K
Other incomeLn 4–11$38K
Investment incomeLn 3$16K
Money outPt IX
$83K
Ln 25
Programscol B$55K
Managementcol C$21K
Fundraisingcol D$6K
Owns and owesPt X
$464K
net assets · Ln 32
Cash and savingsLn 1–2$79K
Total assetsLn 16$485K
LiabilitiesLn 26$21K
PeoplePt VI, VII
21
listed · VII A
PaidVII A0
Voting boardVI 1a16
IndependentVI 1b16
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$194K
Fundraising eventsLn 1c$107K
Investment incomeLn 3$16K
Other incomeLn 4–11$38K
Total revenueLn 12$248K
Assets in detailPt X, end of year
CashLn 1$280
SavingsLn 2$79K
Cash and savings togetherLn 1–2$79K
InvestmentsLn 11–13$380K
Other assetsLn 15$750
Total assetsLn 16$485K
LiabilitiesLn 26$21K
Net assetsLn 32$464K
OperationsPt I, VI
EmployeesI 50
VolunteersI 6213
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY23End FY23
Cash and savingsLn 1–2$98K$79K
InvestmentsLn 11–13$204K$380K
Total assetsLn 16$322K$485K
LiabilitiesLn 26$37K$21K
Net assetsLn 32$285K$464K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$11K$11K
Grants to domestic individualsLn 2$2K$2K
Accounting feesLn 11c$800$800
Advertising and promotionLn 12$13K$10K$4K
Office expensesLn 13$7K$3K$3K
OccupancyLn 16$4K$2K$2K
InsuranceLn 23$8K$8K
Other expenses (24a–d)Ln 24$35K$27K$5K$3K
All other expensesLn 24e$1K$1K
Total functional expensesLn 25$83K$55K$21K$6K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $317K$124K$193K$657K 990 PDF
FY2023 Viewing $248K$83K$165K$464K 990 PDF
FY2022 $162K$142K$20K$285K 990 PDF
FY2021 $226K$64K$162K$288K 990 PDF
FY2020 $52K$117K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2023 990 (6 parts)
Part I · Summary $248,028 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $161,146$194,266
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $6,952$15,714
I-11 Other revenuePrior year −$6,467$38,048
I-12 Total revenuePrior year $161,631$248,028
I-13 Grants and similar amounts paidPrior year $33,275$12,950
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $0$0
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $108,422$70,111
I-18 Total expensesPrior year $141,697$83,061
I-19 Revenue less expensesPrior year $19,934$164,967
Part VI · Governance 16 of 16 board members independent, 4 to look at
VI-1a Voting members of the governing body16
VI-1b Independent voting members16
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
Part VIII · Statement of revenue $248,028 across 7 lines filed
VIII-1b Membership dues$15,540
VIII-1c Fundraising events$106,689
VIII-1f All other contributions, gifts and grants$72,037
VIII-1h Total contributions, gifts and grants$194,266
VIII-3 Investment incomeExcluded from tax $15,714$15,714
VIII-8 Net income from fundraising eventsExcluded from tax $38,048$38,048
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $53,762$248,028
Part IX · Statement of functional expenses $83,061 across 9 lines filed
IX-1 Grants to domestic organizationsPrograms $10,950$10,950
IX-2 Grants to domestic individualsPrograms $2,000$2,000
IX-11c Accounting feesManagement $800$800
IX-12 Advertising and promotionPrograms $9,622 · Fundraising $3,648$13,270
IX-13 Office expensesPrograms $3,337 · Management $3,337$6,674
IX-16 OccupancyPrograms $2,047 · Management $2,047$4,094
IX-23 InsuranceManagement $8,319$8,319
IX-24 Other expenses (24a–d)Programs $27,447 · Management $5,364 · Fundraising $2,682$35,493
IX-24e All other expensesManagement $1,461$1,461
IX-25 Total functional expensesPrograms $55,403 · Management $21,328 · Fundraising $6,330$83,061
Part X · Balance sheet $484,832 assets, 12 lines filed
X-1 Cash, non-interest-bearingStart of year $98,162$280
X-2 Savings and temporary cash investments$78,859
X-4 Accounts receivableStart of year $5,130$12,277
X-9 Prepaid expenses and deferred chargesStart of year $14,194$12,906
X-11 Publicly traded securitiesStart of year $204,096$379,760
X-15 Other assetsStart of year $750$750
X-16 Total assetsStart of year $322,332$484,832
X-17 Accounts payable and accrued expensesStart of year $17,414$4,675
X-19 Deferred revenueStart of year $20,000$16,000
X-26 Total liabilitiesStart of year $37,414$20,675
X-32 Total net assets or fund balancesStart of year $284,918$464,157
X-33 Total liabilities and net assetsStart of year $322,332$484,832
Part XI · Reconciliation of net assets $464,157 net assets at year end
XI-1 Total revenue$248,028
XI-2 Total expenses$83,061
XI-3 Revenue less expenses$164,967
XI-4 Net assets at start of year$284,918
XI-5 Net unrealized gains (losses) on investments$14,272
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$464,157

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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