Civic Intelligence

Beverly W Hersh Charitable Trust

990PF • Fiscal year 2016 • EIN 20-3931498

Jan 01, 2016 to Dec 31, 2016 • Filed on May 10, 2017

Organization Profile
250 East 5th St Suite 2350Cincinnati, OH 45202-5136

(513) 421-4020

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

35th percentile

0.00x

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Net Margin

44th percentile

0.4%

Higher net margin than 44% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • $500k-$1M nonprofits • Source year 2016

Asset Growth

100th percentile

8284%

Faster asset growth than 100% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

96th percentile

194%

Faster revenue growth than 96% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$4,192

Up $4,142 (+8284%) from 2015

Net Assets

Up

$4,192

Up $4,142 (+8284%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin44th percentile

Revenue

Up

$941,054

Up $620,861 (+194%) from 2015

Expenses

Up

$936,912

Up $616,719 (+193%) from 2015

Net Income

Up

$4,142

Up $4,142 from 2015

Historical Trend

Balance Sheet Trend

Asset Growth100th percentile

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

2016

Assets$4,192
Liabilities$0
Net Assets$4,192
Open 2016 Filing

Operations Trend

Revenue Growth96th percentile

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

2016

Revenue$941,054
Expenses$936,912
Net Income$4,142
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 10, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICHARD D NELSONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Beverly W Hersh Charitable Trust
EIN
20-3931498
Address
250 EAST 5TH ST SUITE 2350, CINCINNATI, OH 45202-5136

Signing Officer

Name
Richard D Nelson
Title
Trustee
Signed
2017-05-10

Preparer

Firm
Cohen Todd Kite & Stanford LLC
Address
250 E FIFTH STREET SUITE 2350, CINCINNATI, OH 45202
Preparer
Matthew M Kite
Phone
5134214020
Raw XML Appendix204 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
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0FROM HERSH TRUST FOR EXPENSES
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1FROM HERSH TRUST FOR BOND
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc2FROM HERSH TRUST FOR FEES
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt0306
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt14288
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt04594
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt04594
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0936460
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0936460
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0936460
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt04142
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0138
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt08
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt04594
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0306
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0936460
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0936912
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0941054
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0452
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt04142
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt04192
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt050
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt04192
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt03864
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt03864
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt03864
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt03864
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt00
IRS990PF/FMVAssetsEOYAmt04192
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt050
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt04192
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt04192
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt050
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt04192
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt04192
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt050
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt04192
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt050
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt04192
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt050
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt04192
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt078450
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt078450
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01177
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt03864
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt077273
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt078450
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0RICHARD D NELSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0250 EAST 5TH ST SUITE 2350
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0CINCINNATI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0452025136
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt02288589
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt02288589
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0319537
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0562500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt029.616925
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt029.616925
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt077273
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt010789
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt049
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt049
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0936460
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt029.616925
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0936460
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0936460
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0936460
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0RICHARD D NELSON
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0250 EAST 5TH ST SUITE 2350
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CINCINNATI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0OH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd045202
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0OH
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum05134214020
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0NONE
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0936460
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL PURPOSE SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0HADASSAH CO US DISTRICT COURT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUB CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 1100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0102681100
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0936460
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt03864
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt03864
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0318998
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0562496
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01814090
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0932596
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0318998
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0562496
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0936460
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0932596
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01814090
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0881494
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0JOSH GOODE, ATTY FEES
LegalFeesSchedule/LegalFeesGrp/CategoryTxt1BARRETT & WEBER COSTS
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt073
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt165
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt08
OtherIncomeSchedule2/OtherIncomeDetail/Desc0FROM HERSH TRUST FOR BOND
OtherIncomeSchedule2/OtherIncomeDetail/Desc1FROM HERSH TRUST FOR FEES
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0306
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt14288
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0306
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0BOND PREMIUM
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD D NELSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BEVERLY W HERSH CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0HERS
ReturnHeader/Filer/EIN0203931498
ReturnHeader/Filer/USAddress/AddressLine1Txt0250 EAST 5TH ST SUITE 2350
ReturnHeader/Filer/USAddress/CityNm0CINCINNATI
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd0452025136
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId02D4EF4B727F91594121418B0137731E98AAC0018
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0DE5B5C2E8D600D1936CD796B2A2B8829E988500E
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0310527214
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0COHEN TODD KITE & STANFORD LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0250 E FIFTH STREET SUITE 2350
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CINCINNATI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd045202
ReturnHeader/PreparerPersonGrp/PhoneNum05134214020
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MATTHEW M KITE
ReturnHeader/ReturnTs02017-05-12T14:56:46-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,192
Liabilities
$0
Net assets
$4,192
Revenue
$941,054
Expenses
$936,912
Net income
$4,142
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.04$9.41$9.37$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$3.20$3.20$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2013Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2012Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$5.63
2011Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
2010Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00