JUMPSTART INC: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
JUMPSTART INC (EIN 34-1398522)
Tax period
2018-07-01 to 2019-06-30
Filed
2020-02-13
IRS object ID
202020449349300202
Schema version
2018v3.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2020-02-13T06:06:26-06:00ReturnTs
Tax Period End2019-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN341818258PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MEADEN & MOORE LTDBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11375 EAST NINTH STREET SUITE 1800AddressLine1Txt
CityCLEVELANDCityNm
State AbbreviationOHStateAbbreviationCd
ZIP441141790ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2018-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN341398522EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JUMPSTART INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJUMPBusinessNameControlTxt
Phone2163633400PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16701 CARNEGIE AVENUE NO 100AddressLine1Txt
CityCLEVELANDCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44103ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRAY T LEACHPersonNm
Person TitleCHIEF EXECUTIVE OFFICERPersonTitleTxt
Phone2163633400PhoneNum
Signature2020-02-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKAREN B COONEYPreparerPersonNm
PTINP00285983PTIN
Phone2162413272PhoneNum
Preparation2020-02-06PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address40.128.80.240IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-02-12IPDt
IP Tm07:05:35IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id1A58FC57F521C3829582C39E9AE0AE876610D38AAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-11-19 02:30:22ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerRAY T LEACHPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line16701 CARNEGIE AVENUE NO 100AddressLine1Txt
CityCLEVELANDCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44103ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$23,179,885GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.JUMPSTARTINC.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1983FormationYr
Legal Domicile StateOHLegalDomicileStateCd
Activity Or MissionJUMPSTART INC. UNLOCKS THE FULL POTENTIAL OF DIVERSE AND AMBITIOUS ENTREPRENEURS TO ECONOMICALLY TRANSFORM ENTIRE COMMUNITIES. JUMPSTART INC. COMBATS COMMUNITY DETERIORATION AND LESSENS THE BURDENS OF GOVERNMENT BY CONDUCTING INVESTMENT AND OTHER PROGRAMS TO ENHANCE THE ECONOMIC REVITALIZATION OF NORTHEAST OHIO, AN AREA WHICH HAS EXPERIENCED ECONOMIC DECLINE AND COMMUNITY DETERIORATION ("ECONOMIC REVITALIZATION PROGRAMS").ActivityOrMissionDesc
Voting Members Governing Body30VotingMembersGoverningBodyCnt
Voting Members Independent29VotingMembersIndependentCnt
Total Employee88TotalEmployeeCnt
Total Volunteers360TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$15,271,573PYContributionsGrantsAmt
CY Contributions Grants$17,802,637CYContributionsGrantsAmt
PY Program Service Revenue$1,033,787PYProgramServiceRevenueAmt
CY Program Service Revenue$1,491,944CYProgramServiceRevenueAmt
PY Investment Income$6,255,795PYInvestmentIncomeAmt
CY Investment Income$3,867,999CYInvestmentIncomeAmt
PY Other Revenue-$363,242PYOtherRevenueAmt
CY Other Revenue-$324,834CYOtherRevenueAmt
PY Total Revenue$22,197,913PYTotalRevenueAmt
CY Total Revenue$22,837,746CYTotalRevenueAmt
PY Grants And Similar Paid$1,870,350PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,566,021CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$8,390,889PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$9,892,136CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$1,432,123CYTotalFundraisingExpenseAmt
PY Other Expenses$8,548,700PYOtherExpensesAmt
CY Other Expenses$9,924,485CYOtherExpensesAmt
PY Total Expenses$18,809,939PYTotalExpensesAmt
CY Total Expenses$21,382,642CYTotalExpensesAmt
PY Revenues Less Expenses$3,387,974PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,455,104CYRevenuesLessExpensesAmt
Total Assets BOY$71,030,252TotalAssetsBOYAmt
Total Assets EOY$76,688,561TotalAssetsEOYAmt
Total Liabilities BOY$7,007,402TotalLiabilitiesBOYAmt
Total Liabilities EOY$9,323,975TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$64,022,850NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$67,364,586NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionJUMPSTART INC. UNLOCKS THE FULL POTENTIAL OF DIVERSE AND AMBITIOUS ENTREPRENEURS TO ECONOMICALLY TRANSFORM ENTIRE COMMUNITIES. JUMPSTART INC. COMBATS COMMUNITY DETERIORATION AND LESSENS THE BURDENS OF GOVERNMENT BY CONDUCTING INVESTMENT AND OTHER PROGRAMS TO ENHANCE THE ECONOMIC REVITALIZATION OF NORTHEAST OHIO, AN AREA WHICH HAS EXPERIENCED ECONOMIC DECLINE AND COMMUNITY DETERIORATION ("ECONOMIC REVITALIZATION PROGRAMS").MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$2,961,302ExpenseAmt
Revenue$1,491,944RevenueAmt
DescENTREPRENEURIAL SERVICES AND INVESTING:JUMPSTART INC. CONDUCTS ITS ECONOMIC REVITALIZATION PROGRAMS BY FUNCTIONING AS A REGIONAL NONPROFIT VENTURE DEVELOPMENT ENTITY WHICH SUPPORTS STARTUPS AND HIGH POTENTIAL SMALL BUSINESSES WHO HAVE THE POTENTIAL TO ECONOMICALLY TRANSFORM COMMUNITIES.AS THE PRIMARY ENTREPRENEURIAL ECONOMIC REVITALIZATION PROGRAM IN NORTHEAST OHIO JUMPSTART INC. ENCOURAGES THE CREATION OF NEW EMPLOYMENT OPPORTUNITIES IN NORTHEAST OHIO THROUGH ACTIVITIES SUPPORTING THE LAUNCH AND GROWTH OF COMPANIES WITH HIGH POTENTIAL FOR PROVIDING EMPLOYMENT OPPORTUNITIES AND THEREBY CONTRIBUTING TO THE ALLEVIATION OF ECONOMIC DISTRESS IN NORTHEAST OHIO, WHICH HAS EXPERIENCED ECONOMIC DECLINE AND COMMUNITY DETERIORATION, AND ENHANCING ITS ECONOMIC REVITALIZATION.JUMPSTART CONDUCTS INVESTMENT ACTIVITIES TO SUPPLEMENT STATE AND LOCAL GOVERNMENT ECONOMIC AND JOB DEVELOPMENT INVESTMENT AND OTHER PROGRAMS DIRECTED AT ENCOURAGING THE INITIATION OF GROWTH, MATURATION AND EXPANSION OF SMALL BUSINESSES WITH A POTENTIAL FOR PROVIDING ENHANCED EMPLOYMENT OPPORTUNITIES AND THEREBY CONTRIBUTING TO AN ECONOMIC REVITALIZATION OF NORTHEAST OHIO. JUMPSTART OFTEN BUNDLES GUIDANCE FROM EXPERIENCED VENTURE PARTNERS WITH ITS SEED INVESTMENT CAPITAL. EARLY-STAGE INVESTMENT FROM JUMPSTART ALLOWS THESE INNOVATIVE COMPANIES TO COMPLETE PRODUCT PROTOTYPES, CONDUCT EARLY MARKETING CAMPAIGNS, AND ADD KEY MEMBERS. SIMILARLY, THE STRATEGIC AND OPERATIONAL GUIDANCE FROM VENTURE PARTNERS ENABLES INNOVATION-ORIENTED ENTREPRENEURS TO HIT KEY GROWTH MILESTONES, ADVANCE THROUGH STAGES OF THE BUSINESS, AND ATTRACT FOLLOW-ON FUNDING. THROUGH FISCAL YEAR 2019, JUMPSTART HAS INVESTED MORE $56.3 MILLION INTO 119 PORTFOLIO COMPANIES WHOSE BUSINESS ACTIVITIES WERE DETERMINED TO BE CONSISTENT WITH THE GOALS OF THE ECONOMIC REVITALIZATION PROGRAM. WITH REGARD TO ACCELERATING GROWTH, CLIENT AND PORTFOLIO COMPANIES RECEIVE INTENSIVE TECHNICAL SUPPORT FROM THE JUMPSTART TEAM. VENTURE PARTNERS AND MENTORS ASSIGNED TO A CLIENT COMPANY PROVIDE GUIDANCE TO HELP ENSURE THAT KEY MILESTONES ARE MET. JUMPSTART ADVISORS HAVE:1) CONNECTED JUMPSTART'S CLIENT AND PORTFOLIO COMPANIES WITH HUNDREDS OF RESOURCES INCLUDING SUBJECT MATTER EXPERTS, BOARD MEMBERS, MANAGEMENT TEAM MEMBERS, AND POTENTIAL CUSTOMERS;2) ENABLED JUMPSTART CLIENT AND PORTFOLIO COMPANIES T0 MEET INDIVIDUAL MILESTONES, INCLUDING: FINALIZING INTELLECTUAL PROPERTY, SECURING FOLLOW-ON CAPITAL, BUILDING INTERNAL SYSTEMS AND DEVELOPING STRATEGIC PARTNER AND CLIENT RELATIONSHIPS.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$1,121,812ExpenseAmt
DescOUTREACH AND EDUCATION IS A SIGNIFICANT AND CRITICAL SEGMENT OF JUMPSTART'S OVERALL ECONOMIC REVITALIZATION PROGRAMS. THE JUMPSTART OUTREACH AND EDUCATION PROGRAM'S CONTINUOUS PRESENTATION OF NETWORKING EVENTS, SEMINARS AND PUBLISHED ARTICLES BOTH IN TRADITIONAL AND ELECTRONIC MEDIA, COMBINE TO BUILD A GREATER APPRECIATION OF THE IMPORTANCE OF ENTREPRENEURSHIP TO THE NORTHEAST OHIO REGIONAL ECONOMY.THE ACTIVITIES OF OUTREACH AND EDUCATION ARE DIRECTED TO SUPPORTING NETWORKS OF INVESTORS, ADVISORS AND PROFESSIONAL SERVICE FIRMS IN ORDER TO ENCOURAGE AN INCREASE IN THE NUMBER OF SUCCESSFUL HIGH-POTENTIAL ENTREPRENEURIAL VENTURES IN NORTHEAST OHIO AND THEREBY ENHANCE THE ECONOMIC REVITALIZATION OF THE REGION.THE JUMPSTART OUTREACH AND EDUCATION PROGRAM'S MEDIA AND EVENT PRESENTATIONS CONTINUALLY INFORM AND EDUCATE NORTHEAST OHIO'S ENTREPRENEURS, GIVING VISIBILITY TO THE SUCCESS OF ENTREPRENEURIAL VENTURES AND PROVIDING SUPPORT TO ENABLE A THRIVING ENTREPRENEURIAL COMMUNITY. FROM 7/1/18 THROUGH 06/30/19, THE OUTREACH AND EDUCATION PROGRAM: 1) COMMUNICATED WITH MORE THAN 34,000 EMAIL SUBSCRIBERS AND 24,168 SOCIAL MEDIA FOLLOWERS, HIGHLIGHTING ENTREPRENEURIAL SUCCESSES AS WELL AS EVENTS FOR NETWORKING AND LEARNING;2) OFFERED MONTHLY EVENTS ALLOWING ENTREPRENEURS TO INCREASE THEIR KNOWLEDGE AND EXPERTISE IN TOPICS IMPORTANT FOR ACCELERATING THE GROWTH OF AN EARLY-STAGE VENTURE AND GROWING A SUCCESSFUL BUSINESS.TO ENHANCE THE COVERAGE OF THIS SERIES MANY OF THESE EVENTS AND CONVERSATIONS ARE RECORDED AND MADE AVAILABLE AS PODCASTS, VIDEO SPOTLIGHTS AND OTHER CONTENT. THROUGH 06/30/19 THERE HAVE BEEN MORE THAN 16,040 PODCAST DOWNLOADS FROM THE JUMPSTART WEBSITE AND MORE THAN 69,412 VIDEO VIEWS ON JUMPSTARTS YOUTUBE CHANNEL. OVERALL, THERE WERE MORE THAN 123,000 UNIQUE VISITORS TO THE JUMPSTART WEBSITE IN FISCAL YEAR 2019.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$12,714,781ExpenseAmt
Grant$1,566,021GrantAmt
DescNETWORK ADVISORS & ECONOMIC INCLUSION IS AN ESSENTIAL COMPONENT OF THE ECONOMIC REVITALIZATION PROGRAMS THAT PROVIDES THE INITIAL CONTACT AND IMPETUS TO THE DEVELOPMENT OF SEED IDEAS. THESE INDIVIDUALS PROVIDE EDUCATION AND INFORMATION TO INDIVIDUALS CONCERNING THE DEVELOPMENT AND OPERATION OF SMALL BUSINESSES IN NORTHEAST OHIO FOR THE PURPOSE OF ENCOURAGING THE INITIATION, EXPANSION, GROWTH, AND MATURATION OF BOTH NEW AND EXISTING SMALL BUSINESS WHICH CAN PROVIDE EMPLOYMENT OPPORTUNITIES AND THEREBY AID IN ALLEVIATING UNEMPLOYMENT, COMMUNITY DETERIORATION AND ECONOMIC DISTRESS IN NORTHEAST OHIO AND ENHANCING THE ECONOMIC REVITALIZATION OF THE AREA. NETWORK ADVISORS COMPRISE THE PROGRAM THAT CONCENTRATES ON ASSISTING TECHNOLOGY BASED NASCENT COMPANIES AND SMALL BUSINESSES WITH GROWTH INTEREST AND POTENTIAL. JUMPSTART'S STAFF, MENTORS AND NETWORK OF ADVISORS GUIDE NORTHEAST OHIO'S HIGH POTENTIAL ENTREPRENEURS, ASSISTING FOUNDERS IN CREATING AND ARTICULATING HIGH GROWTH STRATEGIC AND OPERATIONAL PLANS, ACCESSING INVESTMENT FUNDS AND MOVING THEIR BUSINESSES TOWARD KEY MILESTONES. NETWORK ADVISORS, MENTORS AND ENTREPRENEURS-IN-RESIDENCE ARE SUCCESSFUL SERIAL ENTREPRENEURS, SEASONED INVESTORS, INDUSTRY EXPERTS AND/OR FORMER CEOS, WITH SIGNIFICANT EXPERIENCE. JUMPSTART'S ADVISORS HAVE A SPECIAL FOCUS ON SUPPORTING WOMEN AND MINORITY ENTREPRENEURS WORKING IN THE HIGHEST GROWTH INDUSTRIES. THE OVERALL ADVISORY PROGRAM IS A VITAL ASPECT IN THE GOAL HELPING TO REVITALIZE THE ECONOMIC ENVIRONMENT OF NORTHEAST OHIO. JUMPSTART BELIEVES THAT THE AVAILABILITY OF EXPERIENCED ENTREPRENEURS, INVESTORS, INDUSTRY LEADERS AND EXECUTIVES TO STARTUP COMPANIES IS CRITICAL TO SUCCESS. GUIDANCE OF EARLY STAGE ENTREPRENEURIAL ENDEAVORS PROVIDES INSIGHT, KNOWLEDGE AND GENERALLY BROADENS THE VISION OF THE ENTREPRENEUR. ECONOMIC INCLUSION IS AT THE FOUNDATION AND CORE OF HOW JUMPSTART CONDUCTS BUSINESS, AS THIS GENUINE COMMITMENT ALLOWS JUMPSTART TO REALIZE THE RICH DIVERSITY OF TALENT AND PROMISE THAT EXTENDS THROUGHOUT NORTHEAST OHIO. AS OF 6/30/19, 29 PERCENT OF JUMPSTART'S BOARD OF DIRECTORS WERE WOMEN, AND 25 PERCENT WERE PEOPLE OF COLOR. MEANWHILE, 51 PERCENT OF JUMPSTART'S STAFF WERE WOMEN, WHILE MORE THAN 23 PERCENT WERE PEOPLE OF COLOR.ADDITIONALLY, FROM 7/1/18 - 6/30/19, 43 PERCENT OF THE COMPANIES SERVED BY JUMPSTART WERE OWNED/LED BY PEOPLE OF COLOR (AFRICAN AMERICAN OR LATINX) AND 49 PERCENT WERE WOMAN OWNED/LED. WE BELIEVE IN ACCELERATING THE GROWTH OF THESE MINORITY AND WOMEN-OWNED BUSINESSES BECAUSE IT IS A CRITICAL COMPONENT OF BUILDING AND SUSTAINING A HEALTHY ECONOMY. THESE FIRMS HOLD GREAT PROMISE FOR THE REGION, AS STATISTICALLY, MINORITY BUSINESSES TEND TO HIRE MINORITY WORKERS AT MORE THAN TWICE THE RATE OF NON-MINORITY FIRMS. THE CHALLENGE, HOWEVER, IS TO GROW THE TYPES OF BUSINESSES THAT CAN EMPLOY MUCH LARGER NUMBERS. THERE IS A CRITICAL GAP IN FUNDING AND SUPPORT FOR EARLY STAGE, MINORITY-OWNED, HIGH POTENTIAL BUSINESSES THAT COULD BECOME LARGE COMPANIES WHICH CREATE JOBS, WEALTH AND PROSPERITY. THROUGH THE ECONOMIC INCLUSION PROGRAM, JUMPSTART PROVIDES ASSISTANCE TAILORED TO THE SPECIFIC NEEDS OF THESE HISTORICALLY UNDERSERVED COMMUNITIES TO GUIDE HIGH IMPACT MINORITY AND WOMEN OWNED BUSINESSES SEEKING TO RAISE CAPITAL FROM PRIVATE INVESTORS IN ORDER TO BECOME LARGER SCALE NATIONAL AND INTERNATIONAL FIRMS. ADVISORS ALSO ASSIST TARGETED BUSINESSES SITUATED IN THE URBAN CENTERS OF NORTHEAST OHIO, WHOSE BUSINESSES DIRECTLY AFFECT MINORITY POPULATIONS. BY PROVIDING INTENSIVE HANDS-ON GUIDANCE AND STRATEGIC PLANNING, THESE ADVISORS ENABLE THESE KEY ENTREPRENEURS TO ARTICULATE HIGH GROWTH PLANS, ACCESS INVESTMENT FUNDS, AND MOVE THEIR BUSINESSES TOWARD CRITICAL MILESTONES. JUMPSTART EMBEDS ITS ECONOMIC INCLUSION PROGRAMMING ACROSS ALL OF ITS ACTIVITIES. SPECIFIC EXAMPLES INCLUDE:1) THE JUMPSTART FOCUS FUND, A $10 MILLION VENTURE CAPTIAL FUND SPECIFICALLY DEDICATED TO SUPPORTING FEMALE AND/OR MINORITY LED STARTUPS ACROSS OHIO.2) THE CORE CITY: CLEVELAND PROGRAM, WHICH PROVIDES A DIVERSE GROUP OF TRADITIONALLY UNDERREPRESENTED ENTREPRENEURS AND SMALL BUSINESS OWNERS WHO LIVE OR OWN A BUSINESS IN THE CITY OF CLEVELAND AND ITS CORE NEIGHBORHOODS WITH ONE-ON-ONE BUSINESS ASSISTANCE, AS WELL AS CONNECTIONS TO VALUABLE COMMUNITY RESOURCES.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$16,797,895TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit CounselingYes (1)CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related InvstYes (1)ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org MemYes (1)BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (1)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document113IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee88EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members30GoverningBodyVotingMembersCnt
Independent Voting Member29IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KAREN ADAMEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2163633400PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16701 CARNEGIE AVENUEAddressLine1Txt
CityCLEVELANDCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44103ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (43 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
ANTHONY CAMPANA
DIRECTOR0.30Yes (X)$0$0$0
BARBARA PAYNTER
DIRECTOR0.30Yes (X)$0$0$0
BRIAN HALL
DIRECTOR0.30Yes (X)$0$0$0
CAROL CARUSO
DIRECTOR0.30Yes (X)$0$0$0
DARRELL MCNAIR
DIRECTOR0.30Yes (X)$0$0$0
DR ALBERT M GREEN
DIRECTOR0.30Yes (X)$0$0$0
DR ELLEN BURTS-COOPER
VICE CHAIR0.50Yes (X)$0$0$0Yes (X)
EJ BURKE
DIRECTOR0.30Yes (X)$0$0$0
GARY S SHAMIS
CHAIRMAN0.50Yes (X)$0$0$0Yes (X)
JAY GOYAL
DIRECTOR0.30Yes (X)$0$0$0
JEANNE COUGHLIN
VICE CHAIR0.50Yes (X)$0$0$0Yes (X)
JJ DIGERONIMO
DIRECTOR0.30Yes (X)$0$0$0
JOSE VASQUEZ
DIRECTOR0.30Yes (X)$0$0$0
JOSEPH JANKOWSKI
DIRECTOR0.30Yes (X)$0$0$0
KARIM BOTROS
DIRECTOR0.30Yes (X)$0$0$0
KATE ASBECK
DIRECTOR0.50Yes (X)$0$0$0
KRISTEN MORRIS
DIRECTOR0.30Yes (X)$0$0$0
LARRY GOODMAN
DIRECTOR0.30Yes (X)$0$0$0
LEE NEILSEN
DIRECTOR0.50Yes (X)$0$0$0
LEONARD D YOUNG
DIRECTOR0.30Yes (X)$0$0$0
MARK J SAMOLCZYK
DIRECTOR0.30Yes (X)$0$0$0
MICHAEL REGELSKI
DIRECTOR0.30Yes (X)$0$0$0
PATRICK PASTORE
VICE CHAIR0.50Yes (X)$0$0$0Yes (X)
RAY T LEACH
CHIEF EXECUTIVE OFFICER63.00Yes (X)$464,372$0$19,664Yes (X)2.00
SHARON TOEREK
DIRECTOR0.30Yes (X)$0$0$0
STEPHEN FRY
DIRECTOR0.30Yes (X)$0$0$0
STEVE MCHALE
DIRECTOR0.30Yes (X)$0$0$0
THOMAS HOPKINS
DIRECTOR0.30Yes (X)$0$0$0
WILLIAM L HARTMANN
DIRECTOR0.30Yes (X)$0$0$0
WILLIAM R SEELBACH
CHAIR EMERITUS0.50Yes (X)$0$0$0Yes (X)
CATHERINE N BELK
PRESIDENT47.00$266,765$0$10,566Yes (X)
KAREN ADAME
CHIEF FINANCIAL OFFICER47.00$231,995$0$16,347Yes (X)
JEROLD J FRANTZ
CHIEF INVESTMENT AND SERVICES OFFICER47.00$246,363$0$16,822Yes (X)
JONATHON GRIMM
CFO IN RESIDENCE47.00$182,443$0$11,811Yes (X)
KENDRA MARIANNE GARDINER
CHIEF PERFORMANCE OFFICER47.00$178,773$0$12,652Yes (X)
REMSEN D HARRIS
SR PARTNER, PORTFOLIO MGMT47.00$199,005$0$18,009Yes (X)
ANNE RICHIE
VENTURE PARTNER47.00$135,324$0$15,606Yes (X)
GREGORY CARLIN
VENTURE PARTNER47.00$144,872$0$10,710Yes (X)
JOHN KEVIN BERNER
VENTURE PARTNER47.00$135,390$0$15,722Yes (X)
LAURA O'BRIEN DESMOND
SR PARTNER, ADVANCEMENT47.00$153,378$0$13,236Yes (X)
RICHARD E JANKURA JR
SENIOR PARTNER, FINANCE47.00$199,603$0$5,953Yes (X)
DEAN KOCH
VENTURE PARTNER47.00$140,216$0$10,565Yes (X)
ERIN HORNE MCKINNEY
FORMER MANAGING PARTNER, INCLUSION47.00$214,852$0$12,196Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$2,893,351TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$189,859TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K25IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (1)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (3 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
ARK GROUP LLC
13840 LAKE AVELAKEWOODOH44107CONSULTING SERVICES - VENTURE VALIDATION$132,000
THOMPSON HINE
3900 KEY CENTER 127 PUBLIC SQUARECLEVELANDOH44114LEGAL SERVICES$117,434
KMENDELSON CONSULTING LLC
PO BOX 23647CHAGRIN FALLSOH44023CONSULTING SERVICES - FUNDRAISING$114,350
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K3CntrctRcvdGreaterThan100KCnt
Info In Schedule O Part VIIIYes (X)InfoInScheduleOPartVIIIInd
Fundraising$129,100FundraisingAmt
Government Grants$9,270,095GovernmentGrantsAmt
All Other Contributions$8,403,442AllOtherContributionsAmt
Total Contributions$17,802,637TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
SUPPORT SERVICE541519$857,730$857,730
OTHER INCOME561000$634,214$634,214
FieldValueIRS element (for citing)
Total Program Service Revenue$1,491,944TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$601,215TotalRevenueColumnAmt
Exclusion$601,215ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Other$3,266,784OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Other$0OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Other$3,266,784OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,266,784TotalRevenueColumnAmt
Exclusion$3,266,784ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$17,305FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$129,100ContriRptFundraisingEventAmt
Fundraising Direct Expenses$342,139FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$324,834TotalRevenueColumnAmt
Exclusion-$324,834ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$22,837,746TotalRevenueColumnAmt
Related Or Exempt Func Income$1,491,944RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$3,543,165ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$1,549,521TotalAmt
Program Services$1,549,521ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$16,500TotalAmt
Program Services$16,500ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$1,769,715TotalAmt
Program Services$1,266,005ProgramServicesAmt
Management And General$336,436ManagementAndGeneralAmt
Fundraising$167,274FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$5,633,143TotalAmt
Program Services$4,029,794ProgramServicesAmt
Management And General$1,070,901ManagementAndGeneralAmt
Fundraising$532,448FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$231,506TotalAmt
Program Services$201,410ProgramServicesAmt
Management And General$23,151ManagementAndGeneralAmt
Fundraising$6,945FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$1,735,024TotalAmt
Program Services$845,134ProgramServicesAmt
Management And General$664,448ManagementAndGeneralAmt
Fundraising$225,442FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$522,748TotalAmt
Program Services$454,791ProgramServicesAmt
Management And General$52,275ManagementAndGeneralAmt
Fundraising$15,682FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$208,694TotalAmt
Program Services$43,062ProgramServicesAmt
Management And General$165,632ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$51,930TotalAmt
Management And General$51,930ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$160,047TotalAmt
Program Services$90,588ProgramServicesAmt
Management And General$65,162ManagementAndGeneralAmt
Fundraising$4,297FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$1,698,254TotalAmt
Program Services$1,004,147ProgramServicesAmt
Management And General$539,831ManagementAndGeneralAmt
Fundraising$154,276FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$778,246TotalAmt
Program Services$551,613ProgramServicesAmt
Management And General$58,384ManagementAndGeneralAmt
Fundraising$168,249FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$665,043TotalAmt
Program Services$369,273ProgramServicesAmt
Management And General$277,469ManagementAndGeneralAmt
Fundraising$18,301FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$530,277TotalAmt
Program Services$368,342ProgramServicesAmt
Management And General$108,456ManagementAndGeneralAmt
Fundraising$53,479FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$380,643TotalAmt
Program Services$269,796ProgramServicesAmt
Management And General$28,556ManagementAndGeneralAmt
Fundraising$82,291FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$43,819TotalAmt
Program Services$24,802ProgramServicesAmt
Management And General$17,840ManagementAndGeneralAmt
Fundraising$1,177FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$39,431TotalAmt
Program Services$22,318ProgramServicesAmt
Management And General$16,054ManagementAndGeneralAmt
Fundraising$1,059FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$44,795TotalAmt
Program Services$25,354ProgramServicesAmt
Management And General$18,238ManagementAndGeneralAmt
Fundraising$1,203FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
SUPPORT TO COLLABORATOR$5,112,395$5,112,395
PROGRAM EXPENSE$536,587$536,587
BAD DEBT$16,463$16,463$0$0
SPECIAL EVENTS EXPENSE-$342,139-$342,139

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$21,382,642TotalAmt
Program Services$16,797,895ProgramServicesAmt
Management And General$3,152,624ManagementAndGeneralAmt
Fundraising$1,432,123FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$250BOYAmt
EOY$250EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,430,323BOYAmt
EOY$1,859,384EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$7,330,039BOYAmt
EOY$7,432,667EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$3,352,108BOYAmt
EOY$2,315,543EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$500,000BOYAmt
EOY$500,000EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$160,540BOYAmt
EOY$261,899EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$644,648LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$489,331LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$50,006BOYAmt
EOY$155,317EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
EOY$48,121EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$32,161,979BOYAmt
EOY$33,957,318EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$26,045,007BOYAmt
EOY$30,158,062EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$71,030,252BOYAmt
EOY$76,688,561EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$1,274,000BOYAmt
EOY$2,544,606EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$120,000BOYAmt
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$4,946,402BOYAmt
EOY$6,279,369EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$667,000BOYAmt
EOY$500,000EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$7,007,402BOYAmt
EOY$9,323,975EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$57,679,070BOYAmt
EOY$59,883,933EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$6,343,780BOYAmt
EOY$7,480,653EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$64,022,850BOYAmt
EOY$67,364,586EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$71,030,252BOYAmt
EOY$76,688,561EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$1,455,104ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$1,886,632NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$9,032,955CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$9,292,447CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$15,319,741CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$15,302,351CurrentTaxYearMinus1YearAmt
Current Tax Year$17,802,637CurrentTaxYearAmt
Total$66,750,131TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$9,032,955CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$9,292,447CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$15,319,741CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$15,302,351CurrentTaxYearMinus1YearAmt
Current Tax Year$17,802,637CurrentTaxYearAmt
Total$66,750,131TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$16,728,104SubstantialContributorsTotAmt
Public Support Total170$50,022,027PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$885,804CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$7,670CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$83,445CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$482,576CurrentTaxYearMinus1YearAmt
Current Tax Year$601,215CurrentTaxYearAmt
Total$2,060,710TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,860,512CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,912,318CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,015,408CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,003,787CurrentTaxYearMinus1YearAmt
Current Tax Year$1,491,944CurrentTaxYearAmt
Total$7,283,969TotalAmt
FieldValueIRS element (for citing)
Total Support$76,094,810TotalSupportAmt
Gross Receipts Rltd Activities$7,313,969GrossReceiptsRltdActivitiesAmt
Public Support CY1700.65740PublicSupportCY170Pct
Public Support PY1700.69860PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferencePART II, LINE 10FormAndLineReferenceDesc
ExplanationIN GENERAL "OTHER INCOME" IS COMPOSED OF PROGRAM FEES AND SPONSORSHIP FEES FOR EVENTS HELD TO SUPPORT AND PROMOTE THE MISSION OF JUMPSTART. ADDITIONALLY, THIS CATEGORY INCLUDES SUB-RENTAL INCOME AND SERVICE REVENUE FROM OTHER NON-PROFIT ORGANIZATIONS, AS JUMPSTART INC. PROVIDES INFORMATION TECHNOLOGY SERVICE TO THESE ORGANIZATIONS FOR SHARED COMPONENTS OF HARDWARE, SOFTWARE, MAINTENANCE AND LICENSING AGREEMENTS.ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

Total Direct Lobbying TotalDirectLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$67,000FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$67,000FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$16,730,895FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$16,797,895FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Filing Organizations Total$989,895FilingOrganizationsTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Filing Organizations Total$247,474FilingOrganizationsTotalAmt

Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Current Year Minus3$845,102CurrentYearMinus3Amt
Current Year Minus2$903,147CurrentYearMinus2Amt
Current Year Minus1$1,000,000CurrentYearMinus1Amt
Current Year$989,895CurrentYearAmt
Total$3,738,144TotalAmt
FieldValueIRS element (for citing)
Lobbying Ceiling$5,607,216LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$18,250CurrentYearMinus3Amt
Current Year Minus2$17,750CurrentYearMinus2Amt
Current Year Minus1$7,750CurrentYearMinus1Amt
Current Year$67,000CurrentYearAmt
Total$110,750TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Current Year Minus3$211,276CurrentYearMinus3Amt
Current Year Minus2$225,787CurrentYearMinus2Amt
Current Year Minus1$250,000CurrentYearMinus1Amt
Current Year$247,474CurrentYearAmt
Total$934,537TotalAmt
FieldValueIRS element (for citing)
Grassroots Ceiling$1,401,806GrassrootsCeilingAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCH C, PART II-A, LINE 1B TOTAL LOBBYING EXPENSESFormAndLineReferenceDesc
ExplanationTOTAL LOBBYING EXPENSES INCLUDE $60,000 PAID TO GREATER CLEVELAND PARTNERSHIP IN SUPPORT OF ADVOCACY EFFORTS FOR ENTREPRENEURSHIP AND $7,000 PAID TO STATE SCIENCE AND TECHNOLOGY INSTITUTE TO STRENGTHEN INITIATIVES THAT CREATE A BETTER FUTURE THROUGH SCIENCE, TECHNOLOGY, INNOVATION, AND ENTREPRENEURSHIP.ExplanationTxt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Agent Trustee Etc0AgentTrusteeEtcInd
Beginning Balance$120,000BeginningBalanceAmt
Distributions During Year$120,000DistributionsDuringYearAmt
Ending Balance$0EndingBalanceAmt
Incl Escrow Custodial Acct LiabYes (1)InclEscrowCustodialAcctLiabInd
Explanation ProvidedYes (X)ExplanationProvidedInd

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$644,648OtherCostOrOtherBasisAmt
Depreciation$489,331DepreciationAmt
Book Value$155,317BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$155,317TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescBENEFICIAL INTEREST IN THE CLEVELAND FOUNDATIONDesc
Book Value$33,957,318BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$33,957,318TotalBookValueSecuritiesAmt

Invst Program Related Org InvstProgramRelatedOrgGrp (5 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
PREFERRED STOCK$25,166,974F
NOTES RECEIVABLE$3,824,392F
LESS RESERVE-$374,925F
NCAF MANAGEMENT$100C
NR - CURRENT PORTION$1,541,521F
FieldValueIRS element (for citing)
Total Book Value Program Rltd$30,158,062TotalBookValueProgramRltdAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescPROGRAM RELATED INVESTMENT LIABILITYDesc
Amt$500,000Amt
FieldValueIRS element (for citing)
Total Liability$500,000TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART IV, LINE 1B:JUMPSTART WAS A FISCAL AGENT IN FISCAL YEAR 2019.
PART IV, LINE 2B:JUMPSTART ACCEPTED FUNDS FROM A FOUNDATION TO BE PAID TO A FOR PROFIT ENTITY. JUMPSTART IS ACTING AS AN AGENT IN THIS TRANSACTION. AMOUNT WAS PAID DURING 2019.
PART X, LINE 2:THE PROVISIONS OF "ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES" PRESCRIBE A RECOGNITION THRESHOLD AND A MEASUREMENT ATTRIBUTE FOR FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. FOR THOSE BENEFITS TO BE RECOGNIZED, A TAX POSITION MUST BE MORE-LIKELY-THAN-NOT TO BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. THE AMOUNT RECOGNIZED IS MEASURED AS THE AMOUNT OF BENEFIT THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED UPON ULTIMATE SETTLEMENT. JUMPSTART RECOGNIZES INTEREST AND PENALTIES ACCRUED, IF ANY, RELATED TO UNRECOGNIZED TAX UNCERTAINTIES IN INCOME TAX EXPENSE. JUMPSTART DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1STARTUP - SCALEUPEvent1Nm
Gross Receipts Event1$146,405GrossReceiptsEvent1Amt
Charitable Contri Event1$129,100CharitableContriEvent1Amt
Gross Revenue Event1$17,305GrossRevenueEvent1Amt
Food And Beverage Event1$53,207FoodAndBeverageEvent1Amt
Other Direct Expenses Event1$288,932OtherDirectExpensesEvent1Amt
Gross Receipts Total$146,405GrossReceiptsTotalAmt
Charitable Contributions Tot$129,100CharitableContributionsTotAmt
Gross Revenue Total Events$17,305GrossRevenueTotalEventsAmt
Food And Beverage Total Events$53,207FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events$288,932OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$342,139DirectExpenseSummaryEventsAmt
Net Income Summary-$324,834NetIncomeSummaryAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCH G, PART II, LINE 10A OTHER DIRECT EXPENSESFormAndLineReferenceDesc
ExplanationOTHER DIRECT FUNDRAISING EXPENSES INCLUDE PERSONNEL, PRODUCTION, AND MARKETING RELATED COSTS.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (32 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
CENTERSTATE CEO FOUNDATION INC
115 W FAYETTE SSYRACUSENY13202222305274501C3$35,000ECONOMIC DEVELOPMENT
SYRACUSE UNIVERSITY
900 SOUTH CROUSE AVESYRACUSENY13244150532081501C3$26,500ECONOMIC DEVELOPMENT
CENTER FOR ECONOMIC GROWTH
39 N PEARL STALBANYNY12207222880333501C3$57,000ECONOMIC DEVELOPMENT
COMMUNITY LOAN FUND OF CAPITAL
225 ORANGE STALBANYNY12210222706505501C3$36,500ECONOMIC DEVELOPMENT
EXCELSIOR GROWTH FUND
50 BEAVER STALBANYNY12207264032355501C3$58,500ECONOMIC DEVELOPMENT
URBAN LEAGUE OF ROCHESTER
265 N CLINTON AVEROCHESTERNY14604160906150501C3$105,000ECONOMIC DEVELOPMENT
WESTMINSTER ECONOMIC DEVELOPMENT
436 GRANT STBUFFALONY14213204230463501C3$25,000ECONOMIC DEVELOPMENT
FOCUSING PHILANTHROPY
1637 16TH STREETSANTA MONICACA90404452405071501C3$50,000ECONOMIC DEVELOPMENT
VENTURE FOR AMERICA
40 W 29 STE 301MEW YORKNY10001372987904501C3$19,000ECONOMIC DEVELOPMENT
AKRON URBAN LEAGUE
440 VERNON ODOMAKRONOH44307340714520501C3$130,000ECONOMIC DEVELOPMENT
CINCINNATI USA REG CHAM FNDN
3 E 4 STE 200CINCINNATIOH45202237089617501C3$130,000ECONOMIC DEVELOPMENT
DAYTON AREA CHAMBER EPI
22 EAST 5 STE 200DAYTONOH45402311113395501C3$125,000ECONOMIC DEVELOPMENT
HISPANIC BUSINESS CENTER
2511 CLARK AVECLEVELANDOH44109341805510501C3$61,000ECONOMIC DEVELOPMENT
URBAN LEAGUE OF GREATER CLEV
2930 PROSPECTCLEVELANDOH44115340720563501C3$72,000ECONOMIC DEVELOPMENT
ECON & COMM DEV INST ECDI
1655 LEONARDCOLUMBUSOH43219311145544501C3$61,000ECONOMIC DEVELOPMENT
OHIO AEROSPACE INSTITUTE
22800 CEDAR RDBROOKPARKOH44142341621676501C3$60,671ECONOMIC DEVELOPMENT
COUNCIL OF SMALL ENTERPRISES
1240 HURON RDCLEVELANDOH44115340149250501C6$61,000ECONOMIC DEVELOPMENT
PRESIDENTS COUNCIL
1701 E 12 ST 106CLEVELANDOH44114341943092501C3$61,000ECONOMIC DEVELOPMENT
MAKING A DIFFERENCE CONSULTING
PO BOX 17442EUCLIDOH44117640964495$40,000YOUTH LIFE COACHING
CONSULT 2 CODE LLC
PO BOX 19425CLEVELANDOH44119473128400$11,250BUSINESS SUPPORT
OHIO MINORITY SUPPLIERS COUNCIL
100 BOARD 2460COLUMBUSOH43215311022688501C3$61,000ECONOMIC DEVELOPMENT
MAGNET
1768 E 25 STCLEVELANDOH44114341455043501C3$61,000ECONOMIC DEVELOPMENT
YEU PATCH LLC
220 E LINDEN AVEENGLEWOODNJ07631811100724$10,000BUSINESS SUPPORT
BOUNDARY LABS LLC
30 REVERE RDMONMOUTH JUNCTIONNJ08852830575840$10,000BUSINESS SUPPORT
QUANTERRA SOFTWARE LLC
2495 DEBORAH DRBEACHWOODOH44122825195791$10,000BUSINESS SUPPORT
COMMUNITY DEVELOPMENT PROPERTIES BUFFALO
24 WHITEHALL ST STE 710NEW YORKNY10004822704533501C3$15,000BUSINESS SUPPORT
KAREEM'S LANDSCAPING
5124 CLEMENT AVEMAPLE HEIGHTSOH44137$10,000BUSINESS SUPPORT
RUST BELT RIDERS COMPOSTING LLC
3635 PERKINS AVE UNIT 3-NWCLEVELANDOH44114465133072$25,000BUSINESS SUPPORT
OCEANNE LLC
1280 WEST 67TH STCLEVELANDOH44102833727315$10,000BUSINESS SUPPORT
YELLOWCAKE SHOP
1242 W 65TH STCLEVELANDOH44102270304527$25,000BUSINESS SUPPORT
NEXUS AI
17 E MONROE ST STE 202CHICAGOIL60603811902349$15,000BUSINESS SUPPORT
EVERYKEY INC
12018 MAYFIELD RDCLEVELANDOH44106474119486$25,000BUSINESS SUPPORT

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeBUSINESS SUPPORT GRANTS FOR INNER CITY BUSINESSESGrantTypeTxt
Recipient18RecipientCnt
Cash Grant$16,500CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCH I PART IVGRANTS TO ORGANIZATIONS ARE MADE FOR JUMPSTART INCLUSION PROGRAMS, CONSISTING OF $663,521 FOR THE CORE CITY PROGRAM AND $812,500 FOR THE KEY BUSINESS BOOST & BUILD IN OHIO AND NEW YORK STATES. GRANTS TO INDIVIDUALS OF $16,500 WERE FOR JUMPSTART INCLUSION FROM THE CORE CITY PROGRAM. THE CORE CITY PROGRAM HAS THREE PROCESSES TO DETERMINE AWARDEES AND AMOUNTS. ONE PROCESS IS FOR THE BUSINESS GROWTH COLLABORATIVE WHICH IS GOVERNED BY AN ADVISORY BOARD WHICH REVIEWS APPLICANT ORGANIZATION PROPOSALS FOR CLIENT SERVICES WITH THE PARTICPATION OF JUMPSTART STAFF, RECOMMENDING ORGANIZATIONS AND AWARD AMOUNTS WHICH TOTALLED $498,671. THE VISIBLE VOICE PROGRAM IS A DONOR DRIVEN PROGRAM WHICH HAS IN CONJUCTION WITH JUMPSTART STAFF RECOMMENDED CORE CITY CLIENTS FOR FUNDING TOTALLING $105,350. THE CORE CITY IMPACT PROGRAM IS MANAGED BY JUMPSTART STAFF WHO EVALUATE PROGRAM APPLICANTS TWICE A YEAR, CHOOSING COMPANIES TO PARTICPATE IN TWO COHORT CLASSES PER YEAR WHO RECEIVE AWARDS BASED UPON JUDGES DECISIONS IN DECEMBER AND JUNE WHICH TOTALLED $59,500. THE KEY BUSINESS BOOST & BUILD PROGRAM EVALUATES ORGANIZATIONS USING JUMPSTART STAFF AND REGIONAL REPRESENTATIVES IN OHIO AND UPSTATE NEW YORK, DECIDING ON AWARD AMOUNTS BASED ON THE MERITS OF WRITTEN PROPOSALS. THE MORENTHALER-PAVEY AWARDS OF $70,000 WENT TO TECHNOLOGY COMPANIES LED BY CASE WESTERN RESERVE ALUMNI.
SCH I PART IIIGRANTS TO INDIVIDUALS ARE MADE AS PART OF JUMPSTART INCLUSION PROGRAMS TO PROMOTE BUSINESS GROWTH AND ECONOMIC DEVELOPMENT THROUGH THE CORE CITY PROGRAM. DECISIONS ARE MADE AS DESCRIBED IN SCH I PART IV FOR THE VISIBLE VOICE PROGRAM AND CORE CITY IMPACT PROGRAM. PLEASE REFER TO THE DESCRIPTIONS IN THIS SECTION.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Written Policy Ref T And E Expnss0WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (1)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (14 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
RAY T LEACH
CHIEF EXECUTIVE OFFICER$306,751$0$157,235$0$386$0$8,250$0$11,414$0$484,036$0$0$0
CATHERINE N BELK
PRESIDENT$198,903$0$67,576$0$286$0$8,053$0$2,513$0$277,331$0$0$0
KAREN ADAME
CHIEF FINANCIAL OFFICER$170,983$0$60,463$0$549$0$7,206$0$9,141$0$248,342$0$0$0
JEROLD J FRANTZ
CHIEF INVESTMENT AND SERVICES OFFICE$181,622$0$64,019$0$722$0$7,629$0$9,193$0$263,185$0$0$0
JONATHON GRIMM
CFO IN RESIDENCE$150,118$0$31,778$0$547$0$5,629$0$6,182$0$194,254$0$0$0
KENDRA MARIANNE GARDINER
CHIEF PERFORMANCE OFFICER$148,985$0$29,656$0$132$0$5,122$0$7,530$0$191,425$0$0$0
REMSEN D HARRIS
SR PARTNER, PORTFOLIO MGMT$160,175$0$38,398$0$432$0$6,295$0$11,714$0$217,014$0$0$0
ANNE RICHIE
VENTURE PARTNER$134,889$0$0$0$435$0$4,383$0$11,223$0$150,930$0$0$0
GREGORY CARLIN
VENTURE PARTNER$144,755$0$0$0$117$0$4,528$0$6,182$0$155,582$0$0$0
JOHN KEVIN BERNER
VENTURE PARTNER$134,773$0$0$0$617$0$4,383$0$11,339$0$151,112$0$0$0
LAURA O'BRIEN DESMOND
SR PARTNER, ADVANCEMENT$132,677$0$20,130$0$571$0$4,825$0$8,411$0$166,614$0$0$0
RICHARD E JANKURA JR
SENIOR PARTNER, FINANCE$166,279$0$32,622$0$702$0$5,953$0$0$0$205,556$0$0$0
DEAN KOCH
VENTURE PARTNER$139,930$0$0$0$286$0$4,383$0$6,182$0$150,781$0$0$0
ERIN HORNE MCKINNEY
FORMER MANAGING PARTNER, INCLUSION$173,585$0$41,155$0$112$0$6,014$0$6,182$0$227,048$0$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 1AFormAndLineReferenceDesc
ExplanationTHE ORGANIZATION IS A MEMBER OF THE UNION CLUB OF CLEVELAND, AS A CONVENIENCE FOR USE OF MEETING EXECUTIVES, FOUNDATION HEADS AND OTHER INFLUENTIAL PERSONS. EXPENSES PAID TO THE UNION CLUB WERE GENERALLY LIMITED TO THE MONTHLY DUES OF THE CLUB. THE FACILITY WAS USED SPARINGLY FOR LUNCHEON MEETINGS. THE MEMBERSHIP MUST BE IN THE NAME OF A PERSON AND THEREFORE THE MEMBERSHIP HAS BEEN DESIGNATED TO THE CEO RAY LEACH.ExplanationTxt

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

FieldValueIRS element (for citing)
PersonELLEN BURTS-COOPERPersonNm
FieldValueIRS element (for citing)
Relationship DescriptionDIRECTORRelationshipDescriptionTxt
Transaction$46,995TransactionAmt
TransactionHUMAN RESOURCE SERVICES PROVIDED AT CUSTOMARY ARM'S LENGTH RATESTransactionDesc
Sharing Of Revenues0SharingOfRevenuesInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 6CLASSES OF MEMBERS OR STOCKHOLDERS: JUMPSTART'S SOLE MEMBERS ARE TEAMNEO AND CASE WESTERN RESERVE UNIVERSITY WHO MAY APPOINT ONE TRUSTEE PER EACH MEMBER TO THE BOARD OF DIRECTORS.
FORM 990, PART VI, SECTION A, LINE 7AREFER TO RESPONSE REGARDING TEAM MEMBERS.
FORM 990, PART VI, SECTION B, LINE 11BPROCESS USED TO REVIEW THE FORM 990: COPIES OF THE COMPLETED FORMS ARE PROVIDED TO THE MEMBERS OF THE FINANCE AND AUDIT COMMITTEE AND A MEETING IS HELD PRIOR TO THE FILING OF THE RETURNS. THE CHIEF FINANCIAL OFFICER AND SENIOR PARTNER, FINANCE PRESENT THE RETURNS FOR REVIEW AND COMMENT BY THE COMMITTEE. THE AUDITORS PREPARE THE RETURN AND ARE INVITED TO THE MEETING WITH ATTENDANCE AT THEIR DISCRETION. ALL PERTINENT FORM RESPONSES AND FINANCIAL SCHEDULES ARE PRESENTED FOR COMMENT AND EXPLANATION. UPON FULL REVIEW AND APPROVAL BY THE COMMITTEE THE RETURNS ARE SHARED WITH THE FULL BOARD OF DIRECTORS AND APPROVED FOR FILING, WHICH WILL TAKE PLACE ON A TIMELY BASIS SUBSEQUENT TO THE APPROVAL.
FORM 990, PART VI, SECTION B, LINE 12CCOMPLIANCE WITH CONFLICT OF INTEREST POLICY: JUMPSTART STAFF AND BOARD OF DIRECTORS FOLLOW ITS CONFLICT OF INTEREST PROCEDURE THROUGHOUT THE YEAR. AFTER AN INITIAL REVIEW BY THE CHIEF FINANCIAL OFFICER, THE FINANCE/AUDIT COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS ALL STAFF AND BOARD CONFLICT OF INTEREST DISCLOSURE FORMS TO DETERMINE ANY THAT MAY WARRANT FURTHER INVESTIGATION OR INTERNAL CONTROL STEPS. IN THE EVENT THERE ARE ANY, THESE STEPS ARE COMMUNICATED TO THE BOARD AND STAFF SO THAT ALL ARE AWARE OF ANY POTENTIAL CONFLICTS THAT COULD ARISE DURING THE NORMAL COURSE OF BUSINESS. IF THE CONFLICT IS SUCH THAT AN INDIVIDUAL IS DEEMED TO BE TERMINALLY CONFLICTED, THEN THAT PERSON MUST RESOLVE THE CONFLICT WHICH COULD MEAN STEPS UP TO AND INCLUDING RESIGNATION FROM THE BOARD OF DIRECTORS OR EMPLOYMENT WITH JUMPSTART INC. THE MOST LIKELY SITUATION FOR AN INDIVIDUAL IS A PERCEIVED CONFLICT OF INTEREST WHICH RESULTS IN THAT INDIVIDUAL DISCLOSING THIS SITUATION DURING THE NORMAL COURSE OF BUSINESS, AND SUBSEQUENTLY RECUSING THEMSELVES FROM A VOTE OR DECISION OF THE ORGANIZATION. THE ORGANIZATION AND ITS STAFF HAS A HISTORY OF ACTIVE MONITORING OF SUCH SITUATIONS. IN THE CASE OF THE BOARD OF DIRECTORS AND ITS COMMITTEES, THE MINUTES FROM MEETINGS AND VOTING RECORDS IDENTIFY WHEN A MEMBER RECUSES THEMSELVES DUE TO PERCEIVED CONFLICTS OF INTEREST. IN THE CASE OF STAFF, IT IS COMMON FOR AN EMPLOYEE TO CONTACT THEIR SUPERVISOR AND THE CHIEF FINANCIAL OFFICER WHEN A QUESTION ARISES. THE ISSUE IS DISCUSSED AND IN MOST CASES THE CHIEF FINANCIAL OFFICER PROVIDES THE EMPLOYEE WITH AN INTERPRETATION AND INSTRUCTIONS ON HOW TO PROCEED BASED UPON THE DESCRIPTION OF THE SITUATION. THESE ACTIVITIES TAKE PLACE VIA CONVERSATIONS AS WELL AS DIGITALLY AT TIMES USING E-MAIL. IF A SITUATION IS COMPLEX OR UNCLEAR, IT IS ELEVATED TO THE FINANCE/AUDIT COMMITTEE FOR A DECISION WITH E-MAIL BEING THE USUAL VEHICLE TO DO SO. THE ORGANIZATION ALSO CONDUCTS ANNUAL TRAINING ON COMPLIANCE WITH OUR CONFLICT OF INTEREST POLICES AND EDUCATES NEW EMPLOYEES DURING ORIENTATION ON ALL INTERNAL CONTROLS RELATED TO CONFLICT OF INTEREST, ETHICS, WHISTLEBLOWERS, FRAUD PREVENTION AND ACCOUNTING POLICIES.
FORM 990, PART VI, SECTION B, LINE 15DETERMINING COMPENSATION OF CEO, EXECUTIVE DIRECTOR, OR TOP MANAGEMENT OFFICIAL: THE COMPENSATION COMMITTEE OF JUMPSTART'S BOARD OF DIRECTORS IS RESPONSIBLE FOR APPROVING THE ENTIRE ORGANIZATION'S COMPENSATION EACH YEAR. THE COMPENSATION COMMITTEE IS MADE UP OF INDEPENDENT BOARD DIRECTORS AND NO ORGANIZATION STAFF. FOR THE SENIOR STAFF OF THE ORGANIZATION, THE COMMITTEE GATHERS COMPARABLE SALARY DATA FROM SIMILAR ORGANIZATIONS AS WELL AS BUDGET INFORMATION FOR THESE. ANNUAL SALARY AND PERFORMANCE COMPENSATION SURVEY RESULTS PUBLISHED BY PROFESSIONAL STAFFING ORGANIZATIONS IS USED BY THE COMMITTEE. ADDITIONALLY, THE COMMITTEE HAS ENGAGED WITH OUTSIDE COMPENSATION CONSULTANTS PERIODICALLY TO PERFORM A COMPENSATION ANALYSIS. THE SALARY AND PERFORMANCE COMPENSATION HISTORY FOR ANY POSITION BEING EVALUATED IS ALSO SHARED WITH THE COMMITTEE SO THAT THE HISTORICAL TOTAL COMPENSATION PROGRESSION CAN BE TAKEN INTO ACCOUNT WHEN CONSIDERING ANY CHANGES GOING FORWARD. THE COMMITTEE ANALYZES ALL DATA AND MEETS WITH THE JUMPSTART CEO TO GAIN AN UNDERSTANDING OF THE ORGANIZATION'S RECOMMENDED SALARY FOR THE NEXT BUDGET YEAR BASED ON ALL FACTORS INCLUDING ACHIEVEMENT OF INDIVIDUAL AND ORGANIZATIONAL OBJECTIVES, SUPERVISORY REVIEWS AND RECOMMENDATIONS, AND ANY OTHER CIRCUMSTANCES PRESENTED. ONCE THIS IS DONE, THE COMMITTEE RETREATS AND INDEPENDENTLY RENDERS ITS RECOMMENDATION FOR COMPENSATION FOR ALL STAFF AND COMMUNICATES THAT RECOMMENDATION TO THE CEO AND INDEPENDENTLY TO THE PAYROLL DEPARTMENT OF THE ORGANIZATION.
FORM 990, PART VI, SECTION C, LINE 19AVAILABILITY OF OTHER DOCUMENTS: THE ORGANIZATION SHARES INFORMATION THAT FALLS WITHIN PARAMETERS AGREED UPON BY OUR FUNDERS, CLIENTS AND PORTFOLIO COMPANIES. THE MOST RECENTLY FILED FORM 990 IS POSTED ON JUMPSTART'S WEBSITE. GOVERNING DOCUMENTS AND POLICIES ARE NOT GENERALLY AVAILABLE TO THE GENERAL PUBLIC, ALTHOUGH THE OHIO SECRETARY OF STATE WEBSITE PROVIDES PUBLIC ACCESS TO JUMPSTART'S GOVERNING DOCUMENTS.
FORM 990, PART VIII, LINE 7CSTATEMENT OF REVENUE INVESTMENT VALUATION: INVESTMENT VALUATION IS INCLUDED AS SERVICE REVENUE FOR JUMPSTART REPRESENTS THE NET REALIZED AND UNREALIZED GAINS (LOSSES) ON PREFERRED STOCK AND NOTES RECEIVABLE. JUMPSTART AS PART OF ITS NORMAL OPERATIONS, RECEIVES FUNDING WHICH IN TURN IS INVESTED IN HIGH GROWTH POTENTIAL BUSINESSES.

Schedule R IRS990ScheduleR

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtDisproportionate AllocationsDisproportionateAllocationsIndGeneral Or Managing PartnerGeneralOrManagingPartnerIndOwnershipOwnershipPct
NCAF MANAGEMENT LLC
1 ST CLAIR AVE NECLEVELANDOH44114205287463INVESTMENT MANAGEMENTOH-$2,147$100,4200Yes (1)1.00000
NCAF MANAGEMENT II LLC
1 ST CLAIR AVE NECLEVELANDOH44114273132457INVESTMENT MANAGEMENTOH-$176,718$482,1740Yes (1)1.00000
JNF MANAGEMENT LLC
6701 CARNEGIE STE 100CLEVELANDOH44103644347322INVESTMENT MANAGEMENTOH001.00000
NCAF MANAGEMENT III LLC
1 ST CLAIR AVE NECLEVELANDOH44114475328652INVESTMENT MANAGEMENTOH-$130,875$24,1650Yes (1)1.00000
NEXT FUND LLC
6701 CARNEGIE STE 100CLEVELANDOH44103273815350INVESTMENT MANAGEMENTOH-$20$84,766000.00440
NORTH COAST ANGEL FUND III LLC
1 ST CLAIR AVE NECLEVELANDOH44114471678683INVESTMENT MANAGEMENTOH$90,055000.05000
JUMPSTART NEXT FUND LLC - CUYAHOGA CTY
6701 CARNEGIE STE 100CLEVELANDOH44103273815350INVESTMENT MANAGEMENTOH-$7,605$1,392,566000.16930
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (1)TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (2 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
NCAF MANAGEMENT II LLC
R$100,000CASH BASIS
NCAF MANAGEMENT III LLC
R$150,000CASH BASIS

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.