Civic Intelligence

Anna & Harold W Huffman Foundation

990PF • Fiscal year 2016 • EIN 27-2098174

Jan 01, 2016 to Dec 31, 2016 • Filed on May 07, 2017

Organization Profile
c/o STRAUSS TROY 150 E 4TH STCincinnati, OH 45202

(513) 629-9488

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

94th percentile

70%

Higher net margin than 94% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

54th percentile

1.6%

Faster asset growth than 54% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

5th percentile

-67%

Faster revenue growth than 5% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$3,055,552

Up $48,427 (+1.6%) from 2015

Net Assets

Up

$3,055,552

Up $48,427 (+1.6%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin94th percentile

Revenue

Down

$68,971

Down $142,914 (-67%) from 2015

Expenses

Down

$20,544

Down $3,021,444 (-99%) from 2015

Net Income

Up

$48,427

Up $2,878,530 (+102%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$6.0M$4.0M$2.0M$0Assets 2010: $1,835,402Liabilities 2010: $0Net Assets 2010: $1,835,4022010Assets 2011: $1,860,729Liabilities 2011: $0Net Assets 2011: $1,860,7292011Assets 2012: $4,963,704Liabilities 2012: $0Net Assets 2012: $4,963,7042012Assets 2013: $5,295,372Liabilities 2013: $0Net Assets 2013: $5,295,3722013Assets 2014: $5,837,228Liabilities 2014: $0Net Assets 2014: $5,837,2282014Assets 2015: $3,007,125Liabilities 2015: $0Net Assets 2015: $3,007,1252015Assets 2016: $3,055,552Liabilities 2016: $0Net Assets 2016: $3,055,5522016Assets 2017: $3,205,091Liabilities 2017: $0Net Assets 2017: $3,205,0912017Assets 2018: $3,430,932Liabilities 2018: $0Net Assets 2018: $3,430,9322018Assets 2019: $1,634,620Liabilities 2019: $0Net Assets 2019: $1,634,6202019Assets 2020: $1,579,106Liabilities 2020: $0Net Assets 2020: $1,579,1062020Assets 2021: $1,595,522Liabilities 2021: $0Net Assets 2021: $1,595,5222021Assets 2022: $1,452,375Liabilities 2022: $0Net Assets 2022: $1,452,3752022Assets 2023: $1,015,805Liabilities 2023: $0Net Assets 2023: $1,015,8052023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2016

Assets$3,055,552
Liabilities$0
Net Assets$3,055,552
Open 2016 Filing

Operations Trend

Revenue Growth5th percentile

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

$4.0M$2.0M$0-$2.0M-$4.0MExpenses 2010: $1,8742010Expenses 2011: $1,376,9802011Expenses 2012: $15,2012012Revenue 2013: $365,401Expenses 2013: $33,733Net Income 2013: $331,6682013Revenue 2014: $583,368Expenses 2014: $41,512Net Income 2014: $541,8562014Revenue 2015: $211,885Expenses 2015: $3,041,988Net Income 2015: -$2,830,1032015Revenue 2016: $68,971Expenses 2016: $20,544Net Income 2016: $48,4272016Revenue 2017: $172,637Expenses 2017: $23,098Net Income 2017: $149,5392017Revenue 2018: $256,939Expenses 2018: $31,098Net Income 2018: $225,8412018Revenue 2019: $361,138Expenses 2019: $2,157,450Net Income 2019: -$1,796,3122019Revenue 2020: $24,031Expenses 2020: $79,545Net Income 2020: -$55,5142020Revenue 2021: $28,804Expenses 2021: $14,234Net Income 2021: $14,5702021Revenue 2022: -$83,083Expenses 2022: $60,064Net Income 2022: -$143,1472022Revenue 2023: -$21,213Expenses 2023: $415,357Net Income 2023: -$436,5702023Revenue 2024: $2,491Expenses 2024: $1,018,296Net Income 2024: -$1,015,8052024

Highlighted filing

2016

Revenue$68,971
Expenses$20,544
Net Income$48,427
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 7, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NANCY W JONESDirector-$0--
KENNETH H KINDER IIDirector-$0--
Filing and Contact Details

Filer

Filer Name
Anna & Harold W Huffman Foundation
EIN
27-2098174
Phone
5136299488
Address
c/o STRAUSS TROY 150 E 4TH ST, CINCINNATI, OH 45202

Signing Officer

Name
Kenneth H Kinder Ii
Title
Director
Phone
5136299488
Signed
2017-05-07
Discuss with paid preparer
Yes

Preparer

Firm
Strauss & Troy LPA
Address
150 E Fourth Street, Cincinnati, OH 45202
Preparer
Kenneth H Kinder Ii
Phone
5136212120
Raw XML Appendix350 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.

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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1KENNETH H KINDER II
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1537 E PETE ROSE WAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0CINCINNATI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1CINCINNATI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd045255
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd145202
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0870211
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0871067
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt02998361
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt06850
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt07075
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt04014
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt01344158
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.283148
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.790816
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.001161
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.001328
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.001546
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.620891
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0856
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt03073344
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt03791479
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt05899883
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt05329200
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt02595917
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt02164885
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt05906
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt01.415742
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt05906
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt05906
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt05906
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/UncorrectedPriorActsInd0false
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/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0150 E 4TH ST 4TH FL
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/PersonsWithBooksName/BusinessNameLine1Txt0KENNETH H KINDER II
IRS990PF/StatementsRegardingActyGrp/PhoneNum05136299488
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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/AppliedToCurrentYearAmt05906
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0151954
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0146048
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt02812465
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0532805
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0146048
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0386757
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02812465
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt02812465
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt05906
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt03199222
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt03345270
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0STRAUSS TROY, LPA LEGAL/ACCOUNTING
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt05706
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt05706
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT ADVISORY FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1STATE FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0200
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt014638
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt014638
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1200
OtherIncomeSchedule2/OtherIncomeDetail/Desc0CAPITAL GAINS DISTRIBUTIONS
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt038636
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt038636
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KENNETH H KINDER II
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05136299488
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ANNA & HAROLD W HUFFMAN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ANNA
ReturnHeader/Filer/EIN0272098174
ReturnHeader/Filer/PhoneNum05136299488
ReturnHeader/Filer/USAddress/AddressLine1Txt0c/o STRAUSS TROY 150 E 4TH ST
ReturnHeader/Filer/USAddress/CityNm0CINCINNATI
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045202
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId08981224B8A125B15726795CD8DD7402DBE92A6D6
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId08981224B8A125B15726795CD8DD7402DBE92A6D6
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt066.161.212.18
ReturnHeader/FilingSecurityInformation/IPDt02017-05-07
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm013:29:33
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Strauss & Troy LPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0150 E Fourth Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Cincinnati
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd045202
ReturnHeader/PreparerPersonGrp/PhoneNum05136212120
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KENNETH H KINDER II
ReturnHeader/ReturnTs02017-05-07T13:29:41-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$3,055,552
Liabilities
$0
Net assets
$3,055,552
Revenue
$68,971
Expenses
$20,544
Net income
$48,427
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$1.02$1.02
2023Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.02$0.42$0.44
2022Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.08$0.06$0.14
2021Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.03$0.01$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.02$0.08$0.06
2019Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.36$2.16$1.80
2018Detailed filing. Detailed filing data is available for this year.$3.43$0.00$3.43$0.26$0.03$0.23
2017Detailed filing. Detailed filing data is available for this year.$3.21$0.00$3.21$0.17$0.02$0.15
2016Detailed filing. Detailed filing data is available for this year.$3.06$0.00$3.06$0.07$0.02$0.05
2015Detailed filing. Detailed filing data is available for this year.$3.01$0.00$3.01$0.21$3.04$2.83
2014Detailed filing. Detailed filing data is available for this year.$5.84$0.00$5.84$0.58$0.04$0.54
2013Detailed filing. Detailed filing data is available for this year.$5.30$0.00$5.30$0.37$0.03$0.33
2012Detailed filing. Detailed filing data is available for this year.$4.96$0.00$4.96$0.02
2011Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$1.38
2010Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$0.00