Civic Intelligence

Beverly W Hersh Charitable Trust

990PF • Fiscal year 2012 • EIN 20-3931498

Jan 01, 2012 to Dec 31, 2012 • Filed on Jul 19, 2013

250 East 5th St Suite 235045202-5136
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2012 filings • <$500k nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

Asset Growth

100th percentile

4900%

Faster asset growth than 100% of similar nonprofits.

2012 filings • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$50

Up $49 (+4900%) from 2011

Net Assets

$50

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$562,806

Up $562,806 from 2011

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.

$6.0K$4.0K$2.0K$0Assets 2010: $1Liabilities 2010: $02010Assets 2011: $1Liabilities 2011: $02011Assets 2012: $50Liabilities 2012: $0Net Assets 2012: $502012Assets 2013: $50Liabilities 2013: $0Net Assets 2013: $502013Assets 2014: $50Liabilities 2014: $0Net Assets 2014: $502014Assets 2015: $50Liabilities 2015: $0Net Assets 2015: $502015Assets 2016: $4,192Liabilities 2016: $0Net Assets 2016: $4,1922016

Highlighted filing

2012

Assets$50
Liabilities$0
Net Assets$50

Operations Trend

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

$1.0M$500K$0Revenue 2010: $1Expenses 2010: $0Net Income 2010: $12010Revenue 2011: $1Expenses 2011: $0Net Income 2011: $12011Expenses 2012: $562,8062012Revenue 2013: $306Expenses 2013: $306Net Income 2013: $02013Revenue 2014: $306Expenses 2014: $306Net Income 2014: $02014Revenue 2015: $320,193Expenses 2015: $320,193Net Income 2015: $02015Revenue 2016: $941,054Expenses 2016: $936,912Net Income 2016: $4,1422016

Highlighted filing

2012

Revenue-
Expenses$562,806
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Jul 19, 2013
Return Version
2012v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICHARD D NELSONTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantTALBERT HOUSEGENERAL PURPOSE SUPPORTPUB CHARITYCINCINNATI, OH, US$200,000
Paid GrantST VINCENT DEPAUL SOCIETYGENERAL PURPOSE SUPPORTPUB CHARITYCINCINNATI, OH, US$112,500
Paid GrantLIGHTHOUSE YOUTH SERVICESGENERAL PURPOSE SUPPORTPUB CHARITYCINCINNATI, OH, US$100,000
Paid GrantBEECH ACRES PARENTING CENTERGENERAL PURPOSE SUPPORTPUB CHARITYCINCINNATI, OH, US$100,000
Paid GrantPEOPLE WORKING COOPERATIVELYGENERAL PURPOSE SUPPORTPUB CHARITYCINCINNATI, OH, US$50,000
Filing and Contact Details

Filer

EIN
20-3931498
Raw XML Appendix197 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.

Path#Value
CompensationExplanation/Compensation/PersonName0RICHARD D NELSON
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/Description0FROM HERSH TRUST FOR EXPENSES
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/RelatedOrExemptFunctionIncome0356
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome0356
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA0356
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps0562500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss0562500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriReceivedRevAndExpnss0562500
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses050
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome00
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnss0356
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnss0306
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps0562500
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss0562806
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses0562856
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss0306
IRS990PF/BalanceSheets/CashEOY050
IRS990PF/BalanceSheets/CashEOYFMV050
IRS990PF/BalanceSheets/OrgThatFollowSFAS1170X
IRS990PF/BalanceSheets/TotalAssetsEOY050
IRS990PF/BalanceSheets/TotalAssetsEOYFMV050
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY050
IRS990PF/BalanceSheets/TotalNetAssetsEOY050
IRS990PF/BalanceSheets/UnrestrictedEOY050
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses050
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal050
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY050
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax00
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY050
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets00
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances00
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities00
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable00
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn00
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition00.50
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0RICHARD D NELSON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10250 EAST 5TH ST SUITE 2350
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0CINCINNATI
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0OH
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode0452025136
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions0562500
IRS990PF/QualifyingDistributions/ExpensesAndContributions0562500
IRS990PF/QualifyingDistributions/QualifyingDistributions0562500
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0RICHARD D NELSON
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber05134214020
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10250 EAST 5TH ST SUITE 2350
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0CINCINNATI
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0OH
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode045202
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0OH
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0NONE
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/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/SumOfProgramRelatedInvestments/Description10N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount0100000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount1112500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount250000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount3100000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount4200000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0GENERAL PURPOSE SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1GENERAL PURPOSE SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2GENERAL PURPOSE SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3GENERAL PURPOSE SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4GENERAL PURPOSE SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10LIGHTHOUSE YOUTH SERVICES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11ST VINCENT DEPAUL SOCIETY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12PEOPLE WORKING COOPERATIVELY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13BEECH ACRES PARENTING CENTER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14TALBERT HOUSE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PUB CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1PUB CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2PUB CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3PUB CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus4PUB CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship3NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship4NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10401 EAST MCMILLAN STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine111125 BANK STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine124612 PADDOCK ROAD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine136881 BEECHMONT AVENUE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine142600 VICTORY PARKWAY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0CINCINNATI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1CINCINNATI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2CINCINNATI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3CINCINNATI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4CINCINNATI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0OH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1OH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2OH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3OH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4OH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode045206
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode145214
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode245229
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode345230
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode445206
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear0562500
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted00
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear0562500
IRS990PF/UndistributedIncome/ExcessFromCurrentYear0562500
IRS990PF/UndistributedIncome/QualifyingDistributions0562500
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus0562500
IRS990PF/UndistributedIncome/TotalCorpus0562500
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
OtherIncomeSchedule2/OtherIncome/Description0FROM HERSH TRUST FOR EXPENSES
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks0356
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount0306
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0BOND PREMIUM
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0203931498
ReturnHeader/Filer/Name/BusinessNameLine10BEVERLY W HERSH CHARITABLE TRUST
ReturnHeader/Filer/NameControl0HERS
ReturnHeader/Filer/USAddress/AddressLine10250 EAST 5TH ST SUITE 2350
ReturnHeader/Filer/USAddress/City0CINCINNATI
ReturnHeader/Filer/USAddress/State0OH
ReturnHeader/Filer/USAddress/ZIPCode0452025136
ReturnHeader/Officer/DateSigned02013-07-19
ReturnHeader/Officer/Name0RICHARD D NELSON
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/Preparer/DatePrepared02013-07-19
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10COHEN TODD KITE & STANFORD LLC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10250 E FIFTH STREET SUITE 2350
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0CINCINNATI
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0OH
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode045202
ReturnHeader/Preparer/Name0STANTON H VOLLMAN
ReturnHeader/Preparer/Phone05134214020
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-07-25T14:03:14-05:00

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