Civic Intelligence

Cise Foundation

990 • Fiscal year 2013 • EIN 26-1590372

Jan 01, 2013 to Dec 31, 2013 • Filed on May 13, 2014

100 E Eighth StreetSuite45202

(513) 421-3131

Siviq Scores

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

Liabilities / Assets

6th percentile

0.00x

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

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Liabilities / Revenue

7th percentile

0.00x

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

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Net Margin

98th percentile

91%

Higher net margin than 98% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Top Officer Pay

22nd percentile

$0

Higher top officer pay than 22% of similar nonprofits.

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

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Asset Growth

98th percentile

159%

Faster asset growth than 98% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Assets

Up

$7,100,928

Up $4,364,344 (+159%) from 2012

Net Assets

Up

$7,100,928

Up $4,364,344 (+159%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue

$1,284,923

No earlier filing loaded for comparison.

Expenses

Down

$116,173

Down $45,104 (-28%) from 2012

Net Income

$1,168,750

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.

$40M$30M$20M$10M$0Assets 2011: $789,728Liabilities 2011: $0Net Assets 2011: $789,7282011Assets 2012: $2,736,584Liabilities 2012: $0Net Assets 2012: $2,736,5842012Assets 2013: $7,100,928Liabilities 2013: $0Net Assets 2013: $7,100,9282013Assets 2014: $7,515,259Liabilities 2014: $0Net Assets 2014: $7,515,2592014Assets 2015: $7,179,953Liabilities 2015: $0Net Assets 2015: $7,179,9532015Assets 2016: $8,102,342Liabilities 2016: $254,809Net Assets 2016: $7,847,5332016Assets 2017: $9,401,320Liabilities 2017: $542,302Net Assets 2017: $8,859,0182017Assets 2018: $8,903,043Liabilities 2018: $858,302Net Assets 2018: $8,044,7412018Assets 2019: $10,298,042Liabilities 2019: $858,302Net Assets 2019: $9,439,7402019Assets 2020: $11,358,160Liabilities 2020: $858,302Net Assets 2020: $10,499,8582020Assets 2021: $12,879,922Liabilities 2021: $0Net Assets 2021: $12,879,9222021Assets 2022: $10,768,499Liabilities 2022: $0Net Assets 2022: $10,768,4992022Assets 2023: $23,526,784Liabilities 2023: $0Net Assets 2023: $23,526,7842023Assets 2024: $26,569,965Liabilities 2024: $0Net Assets 2024: $26,569,9652024Assets 2025: $32,839,979Liabilities 2025: $0Net Assets 2025: $32,839,9792025

Highlighted filing

2013

Assets$7,100,928
Liabilities$0
Net Assets$7,100,928

Operations Trend

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

$15M$10M$5.0M$0-$5.0MExpenses 2011: $68,3302011Expenses 2012: $161,2772012Revenue 2013: $1,284,923Expenses 2013: $116,173Net Income 2013: $1,168,7502013Revenue 2014: $788,022Expenses 2014: $181,589Net Income 2014: $606,4332014Revenue 2015: $109,920Expenses 2015: $260,716Net Income 2015: -$150,7962015Revenue 2016: $688,194Expenses 2016: $315,070Net Income 2016: $373,1242016Revenue 2017: $824,353Expenses 2017: $363,709Net Income 2017: $460,6442017Revenue 2018: $509,018Expenses 2018: $373,706Net Income 2018: $135,3122018Revenue 2019: $444,397Expenses 2019: $324,044Net Income 2019: $120,3532019Revenue 2020: $491,112Expenses 2020: $153,159Net Income 2020: $337,9532020Revenue 2021: $902,820Expenses 2021: $85,237Net Income 2021: $817,5832021Revenue 2022: $1,410,083Expenses 2022: $122,867Net Income 2022: $1,287,2162022Revenue 2023: $10,308,958Expenses 2023: $383,567Net Income 2023: $9,925,3912023Revenue 2024: $1,453,017Expenses 2024: $76,466Net Income 2024: $1,376,5512024Revenue 2025: $4,828,484Expenses 2025: $1,166,404Net Income 2025: $3,662,0802025

Highlighted filing

2013

Revenue$1,284,923
Expenses$116,173
Net Income$1,168,750
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 13, 2014
Return Version
2013v3.1
Gross Receipts
$1,584,409
Mission and Program Overview

Mission

The specific purposes for which the foundation is formed are to provide financial support, and otherwise engage in or support efforts, activities, operations or projects intended to provide to children and families who are among the most in need of financial support the benefit of educational opportunities offered by those catholic schools that are a part of, or within the Roman Catholic Archdiocese of Cincinnati, Ohio ("archdiocese") or by any other catholic schools otherwise located in the greater Cincinnati area, in all such cases in the sole discretion of the foundation's board of directors and thereby contributing to a better future for the diverse community served by the archdiocese and such schools.

SEE SCHEDULE O

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,736,584$4,151,928▲ $1,415,344
Pledges and Grants Receivable$0$2,949,000▲ $2,949,000
Cash and Non-Interest-Bearing Accounts$0$0→ $0
Savings and Temporary Cash Investments$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0--
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$2,736,584$7,100,928▲ $4,364,344
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$2,736,584$3,580,732▲ $844,148
Temporarily Rstr Net Assets$0$3,520,196▲ $3,520,196
Permanently Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$2,736,584$7,100,928▲ $4,364,344
Total Liabilities and Net Assets / Fund Balance$2,736,584$7,100,928▲ $4,364,344
Compensation and Service Providers

Board Members and Trustees

NameTitle
T Brian BrockhoffPresident
Lawrence Kyte JrVice President
Allison H KroppTrustee
Patrick LafleyTrustee
Theresa HartmannTrustee
Thomas TerpTrustee
Carol StevieAssistant Secretary
Cary PowellSecretary
J Scott GolanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,172,685
Program Service Revenue
$0
Investment Income
$112,238
Other Revenue
$0
All Other Contributions
$1,172,685
Change in Net Assets
$1,168,750
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$72,499
Other Expenses$43,674
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$72,499--$72,499
Fees for Services Other$30,000--$30,000
Fees for Service Investment Mgmnt Fees-$11,212-$11,212
Fees for Services Accounting-$1,500-$1,500
Office Expenses-$634-$634
Other Expenses-$200-$200
Conferences and Meetings-$128-$128
Total Functional Expenses$102,499$13,674$0$116,173
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
31-0538501-501(c)(3)See Part Iv$72,499
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Part VI, Section B, Line 11

The cise foundation board of trustees received a copy of the form 990 by email before it was filed.

Part VI, Section B, Line 12C

All members of the cise foundation board of trustees, officers, and committee members are required to annually disclose in writing any conflicts of interest. The written forms were reviewed by the assistant secretary. Since there were no conflicts of interest, no action was required.

Part VI, Section C, Line 19

The governing documents are available on the ohio secretary of state's website. The conflict of interest policy and financial statements are available upon request.

Filing and Contact Details

Filer

EIN
26-1590372
In Care Of
% CARY B POWELL
Phone
5134213131

Signing Officer

Name
T Brian Brockhoff
Title
President
Phone
5134213131
Signed
2014-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
T Brian Brockhoff
Formed
2007
Legal Domicile
Oh
Voting Board Members
7
Independent Board Members
7
Employees
0

Preparer

Phone
5136218300
Supplemental Narrative

Additional Explanations

Part I, Line 1

The specific purposes for which the foundation is formed are to provide financial support, and otherwise engage in or support efforts, activities, operations or projects intended to provide to children and families who are among the most in need of financial support the benefit of educational opportunities offered by those catholic schools that are a part of, or within the roman catholic archdiocese of cincinnati, ohio ("archdiocese") or by any other catholic schools otherwise located in the greater cincinnati area, in all such cases in the sole discretion of the foundation's board of directors and thereby contributing to a better future for the diverse community served by the archdiocese and such schools.

Part III, Line 1

The specific purposes for which the foundation is formed are to provide financial support, and otherwise engage in or support efforts, activities, operations or projects intended to provide to children and families who are among the most in need of financial support the benefit of educational opportunities offered by those catholic schools that are a part of, or within the roman catholic archdiocese of cincinnati, ohio ("archdiocese") or by any other catholic schools otherwise located in the greater cincinnati area, in all such cases in the sole discretion of the foundation's board of directors and thereby contributing to a better future for the diverse community served by the archdiocese and such schools.

Part XI, Line 5

Net unrealized gain on investments $333,128

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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0200
IRS990/OtherExpensesGrp/TotalAmt0200
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt00
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt02949000
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0T BRIAN BROCKHOFF
IRS990/PriorPeriodAdjustmentsAmt02862466
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt02018254
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt041138
IRS990/PYInvestmentIncomeAmt052623
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0101139
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt01909600
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0161277
IRS990/PYTotalProfFndrsngExpnsAmt019000
IRS990/PYTotalRevenueAmt02070877
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt01168750
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01172685
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02018254
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt050000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0149500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt03390439
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0126514
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt032954
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt019950
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt016869
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt016800
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0213087
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.33450
IRS990ScheduleA/PublicSupportPY170Pct00.22323
IRS990ScheduleA/PublicSupportTotal170Amt01205381
IRS990ScheduleA/SubstantialContributorsTotAmt02185058
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01172685
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt02018254
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt050000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0149500
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03390439
IRS990ScheduleA/TotalSupportAmt03603526
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt072499
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SEE PART IV
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10CISE
IRS990ScheduleI/RecipientTable/RecipientEIN0310538501
IRS990ScheduleI/RecipientTable/USAddress/AddressLine10100 E EIGHTH STREET
IRS990ScheduleI/RecipientTable/USAddress/City0CINCINNATI
IRS990ScheduleI/RecipientTable/USAddress/State0OH
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode045202
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE CISE FOUNDATION TRUSTEES MONITOR THE USE OF GRANT FUNDS THROUGH ANNUAL FINANCIAL REPORTS RECEIVED FROM THEIR GRANTEES.
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt1PURPOSE OF GRANT OR ASSISTANCE: TO PROVIDE SUPPORT FOR THE EDUCATION OF CHILDREN FROM LOW INCOME FAMILIES WHO ATTEND THE EIGHT CISE SCHOOLS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS IN THE UNITED STATES
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc1NAME OF ORGANIZATION - CATHOLIC INNER-CITY SCHOOLS EDUCATION FUND (CISE)
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE SPECIFIC PURPOSES FOR WHICH THE FOUNDATION IS FORMED ARE TO PROVIDE FINANCIAL SUPPORT, AND OTHERWISE ENGAGE IN OR SUPPORT EFFORTS, ACTIVITIES, OPERATIONS OR PROJECTS INTENDED TO PROVIDE TO CHILDREN AND FAMILIES WHO ARE AMONG THE MOST IN NEED OF FINANCIAL SUPPORT THE BENEFIT OF EDUCATIONAL OPPORTUNITIES OFFERED BY THOSE CATHOLIC SCHOOLS THAT ARE A PART OF, OR WITHIN THE ROMAN CATHOLIC ARCHDIOCESE OF CINCINNATI, OHIO ("ARCHDIOCESE") OR BY ANY OTHER CATHOLIC SCHOOLS OTHERWISE LOCATED IN THE GREATER CINCINNATI AREA, IN ALL SUCH CASES IN THE SOLE DISCRETION OF THE FOUNDATION'S BOARD OF DIRECTORS AND THEREBY CONTRIBUTING TO A BETTER FUTURE FOR THE DIVERSE COMMUNITY SERVED BY THE ARCHDIOCESE AND SUCH SCHOOLS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE SPECIFIC PURPOSES FOR WHICH THE FOUNDATION IS FORMED ARE TO PROVIDE FINANCIAL SUPPORT, AND OTHERWISE ENGAGE IN OR SUPPORT EFFORTS, ACTIVITIES, OPERATIONS OR PROJECTS INTENDED TO PROVIDE TO CHILDREN AND FAMILIES WHO ARE AMONG THE MOST IN NEED OF FINANCIAL SUPPORT THE BENEFIT OF EDUCATIONAL OPPORTUNITIES OFFERED BY THOSE CATHOLIC SCHOOLS THAT ARE A PART OF, OR WITHIN THE ROMAN CATHOLIC ARCHDIOCESE OF CINCINNATI, OHIO ("ARCHDIOCESE") OR BY ANY OTHER CATHOLIC SCHOOLS OTHERWISE LOCATED IN THE GREATER CINCINNATI AREA, IN ALL SUCH CASES IN THE SOLE DISCRETION OF THE FOUNDATION'S BOARD OF DIRECTORS AND THEREBY CONTRIBUTING TO A BETTER FUTURE FOR THE DIVERSE COMMUNITY SERVED BY THE ARCHDIOCESE AND SUCH SCHOOLS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE CISE FOUNDATION BOARD OF TRUSTEES RECEIVED A COPY OF THE FORM 990 BY EMAIL BEFORE IT WAS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL MEMBERS OF THE CISE FOUNDATION BOARD OF TRUSTEES, OFFICERS, AND COMMITTEE MEMBERS ARE REQUIRED TO ANNUALLY DISCLOSE IN WRITING ANY CONFLICTS OF INTEREST. THE WRITTEN FORMS WERE REVIEWED BY THE ASSISTANT SECRETARY. SINCE THERE WERE NO CONFLICTS OF INTEREST, NO ACTION WAS REQUIRED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE GOVERNING DOCUMENTS ARE AVAILABLE ON THE OHIO SECRETARY OF STATE'S WEBSITE. THE CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5NET UNREALIZED GAIN ON INVESTMENTS $333,128
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART III, LINE 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5PART XI, LINE 5
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0KY
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt00
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt00
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt03520196
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt02736584
IRS990/TotalAssetsEOYAmt07100928
IRS990/TotalAssetsGrp/BOYAmt02736584
IRS990/TotalAssetsGrp/EOYAmt07100928
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt01172685
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt013674
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0102499
IRS990/TotalFunctionalExpensesGrp/TotalAmt0116173
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02736584
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt07100928
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0102499
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0112238
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01284923

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$32.8$0.00$32.8$4.83$1.17$3.66
2024Detailed filing. Detailed filing data is available for this year.$26.6$0.00$26.6$1.45$0.08$1.38
2023Detailed filing. Detailed filing data is available for this year.$23.5$0.00$23.5$10.3$0.38$9.93
2022Detailed filing. Detailed filing data is available for this year.$10.8$0.00$10.8$1.41$0.12$1.29
2021Detailed filing. Detailed filing data is available for this year.$12.9$0.00$12.9$0.90$0.09$0.82
2020Detailed filing. Detailed filing data is available for this year.$11.4$0.86$10.5$0.49$0.15$0.34
2019Detailed filing. Detailed filing data is available for this year.$10.3$0.86$9.44$0.44$0.32$0.12
2018Detailed filing. Detailed filing data is available for this year.$8.90$0.86$8.04$0.51$0.37$0.14
2017Detailed filing. Detailed filing data is available for this year.$9.40$0.54$8.86$0.82$0.36$0.46
2016Detailed filing. Detailed filing data is available for this year.$8.10$0.25$7.85$0.69$0.32$0.37
2015Detailed filing. Detailed filing data is available for this year.$7.18$0.00$7.18$0.11$0.26$0.15
2014Detailed filing. Detailed filing data is available for this year.$7.52$0.00$7.52$0.79$0.18$0.61
2013Detailed filing. Detailed filing data is available for this year.$7.10$0.00$7.10$1.28$0.12$1.17
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.74$0.00$2.74$0.16
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.79$0.00$0.79$0.07
Peer Organizations

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