Civic Intelligence

The Cincinnati Foundation for the Aged

990PF • Fiscal year 2014 • EIN 31-0536971

Apr 01, 2013 to Mar 31, 2014 • Filed on May 27, 2014

2100 Fourth And Vine Tower45202

(513) 381-6859

Siviq Scores

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

Liabilities / Assets

22nd percentile

0.00x

Higher debt load relative to assets than 22% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Source year 2014

Liabilities / Revenue

22nd percentile

0.01x

Higher debt load relative to revenue than 22% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Source year 2014

Net Margin

86th percentile

43%

Higher net margin than 86% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Source year 2014

Top Officer Pay

21st percentile

$23,150

Higher top officer pay than 21% of similar nonprofits.

Top officer pay equals 1.0% of source-year revenue.

2014 filings • $10M-$25M nonprofits • Source year 2014

Asset Growth

77th percentile

12%

Faster asset growth than 77% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

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

Source year 2014

Assets

Up

$10,336,075

Up $1,085,279 (+12%) from 2013

Net Assets

Up

$10,305,162

Up $1,056,592 (+11%) from 2013

Liabilities

Up

$30,913

Up $28,687 (+1289%) from 2013

Revenue

$2,431,706

No earlier filing loaded for comparison.

Expenses

Up

$1,375,114

Up $187,773 (+16%) from 2013

Net Income

$1,056,592

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 2010: $9,021,413Liabilities 2010: $679Net Assets 2010: $9,020,7342010Assets 2011: $9,282,577Liabilities 2011: $8,347Net Assets 2011: $9,274,2302011Assets 2012: $9,381,502Liabilities 2012: $2,359Net Assets 2012: $9,379,1432012Assets 2013: $9,250,796Liabilities 2013: $2,226Net Assets 2013: $9,248,5702013Assets 2014: $10,336,075Liabilities 2014: $30,913Net Assets 2014: $10,305,1622014Assets 2015: $10,470,594Liabilities 2015: $1,347Net Assets 2015: $10,469,2472015Assets 2016: $11,662,986Liabilities 2016: $1,684Net Assets 2016: $11,661,3022016Assets 2017: $11,669,312Liabilities 2017: $1,683Net Assets 2017: $11,667,6292017Assets 2018: $12,055,582Liabilities 2018: $4,355Net Assets 2018: $12,051,2272018Assets 2019: $12,771,053Liabilities 2019: $6,244Net Assets 2019: $12,764,8092019Assets 2020: $12,453,276Liabilities 2020: $1,302Net Assets 2020: $12,451,9742020Assets 2021: $34,450,471Liabilities 2021: $304,382Net Assets 2021: $34,146,0892021Assets 2022: $34,271,781Liabilities 2022: $3,761Net Assets 2022: $34,268,0202022Assets 2023: $34,013,701Liabilities 2023: $10,358Net Assets 2023: $34,003,3432023Assets 2024: $33,957,043Liabilities 2024: $4,827Net Assets 2024: $33,952,2162024Assets 2025: $36,787,984Liabilities 2025: $42,309Net Assets 2025: $36,745,6752025

Highlighted filing

2014

Assets$10,336,075
Liabilities$30,913
Net Assets$10,305,162

Operations Trend

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

$30M$20M$10M$0-$10MExpenses 2010: $994,7382010Expenses 2011: $907,8872011Expenses 2012: $1,060,6332012Expenses 2013: $1,187,3412013Revenue 2014: $2,431,706Expenses 2014: $1,375,114Net Income 2014: $1,056,5922014Revenue 2015: $1,575,951Expenses 2015: $1,411,866Net Income 2015: $164,0852015Revenue 2016: $2,571,083Expenses 2016: $1,379,028Net Income 2016: $1,192,0552016Revenue 2017: $1,556,989Expenses 2017: $1,550,662Net Income 2017: $6,3272017Revenue 2018: $1,989,071Expenses 2018: $1,605,473Net Income 2018: $383,5982018Revenue 2019: $2,392,350Expenses 2019: $1,678,768Net Income 2019: $713,5822019Revenue 2020: $1,527,701Expenses 2020: $1,840,536Net Income 2020: -$312,8352020Revenue 2021: $23,670,969Expenses 2021: $1,976,854Net Income 2021: $21,694,1152021Revenue 2022: $1,734,606Expenses 2022: $1,638,547Net Income 2022: $96,0592022Revenue 2023: $1,805,761Expenses 2023: $2,070,438Net Income 2023: -$264,6772023Revenue 2024: $1,959,845Expenses 2024: $2,010,972Net Income 2024: -$51,1272024Revenue 2025: $5,063,038Expenses 2025: $2,269,579Net Income 2025: $2,793,4592025

Highlighted filing

2014

Revenue$2,431,706
Expenses$1,375,114
Net Income$1,056,592
Jump To
Filing Snapshot
Filing Period
Apr 1, 2013 to Mar 31, 2014
Signed
May 27, 2014
Return Version
2013v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
HEATHER JANSENSecretary/TreasurerPT$23,150-$23,150
ROBERT C PORTER JRTrustee-$0--
THOMAS L FINNTrustee-$0--
GENE WEBER2nd Vice President-$0--
RICHARD HOEFINGHOFFTrustee-$0--
WILLIAM H STRIETMANNTrustee-$0--
ROBERT PORTER IIIPresident-$0--
SISTER JEAN MARIE HOFFMAN1st Vice President-$0--
BOYD COLGLAZIERTrustee-$0--
JON BLOHMTrustee-$0--
VINCE HOPKINSTrustee-$0--
JAMES KEMPTrustee-$0--
Filing and Contact Details

Filer

EIN
31-0536971
Phone
5133816859

Signing Officer

Name
Robert C Porter Iii
Title
President
Phone
5133816859
Signed
2014-05-27
Discuss with paid preparer
Yes

Preparer

Preparer
Gregory a Deyhle
Phone
5132412940
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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/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0147814
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0329833
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0329833
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt02226
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt030913
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt01978
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0203808
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0149191
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0149191
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt09250796
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt010336075
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt027291265
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt02226
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt030913
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt09250796
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt010336075
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt09248570
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt010305162
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt026788933
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0265000
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt026523912
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0401834
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt021
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01319355
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IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt48.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt50.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt60.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt70.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt80.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt90.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt100.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt110.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt423150
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt90
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt90
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ROBERT C PORTER JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1THOMAS L FINN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2GENE WEBER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3RICHARD HOEFINGHOFF
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4HEATHER JANSEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5WILLIAM H STRIETMANN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6ROBERT PORTER III
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7SISTER JEAN MARIE HOFFMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm8BOYD COLGLAZIER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm9JON BLOHM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm10VINCE HOPKINS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm11JAMES KEMP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt22ND VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4SECRETARY/TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt71ST VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt8TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt9TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt10TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt11TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine102100 FOURTH VINE TOWER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine117 ANNWOOD LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1236 WINDING WAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine132943 AMELIA DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine141032 RIVERVIEW FARMS PL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine158360 RIDGEVIEW DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine162100 FOURTH VINE TOWER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine17132 LOUISE DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine18760 MAIDSTONE CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine191985 RUSTIC WOOD LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1103354 PADDOCK LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1115765 SIDNEY ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City0CINCINNATI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City1CINCINNATI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City2CRESTVIEW HILLS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City3EDGEWOOD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City4VILLA HILLS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City5CINCINNATI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City6CINCINNATI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City7FT MITCHELL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City8CINCINNATI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City9CINCINNATI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City10MASON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City11CINCINNATI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State0OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State1OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State2KY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State3KY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State4KY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State5OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State6OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State7KY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State8OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State9OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State10OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State11OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode045202
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode145206
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode241017
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode341017
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode441017
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode545015
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode645202
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode741017
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode845230
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode945255
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode1045040
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode1145233
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt01306742
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt01328837
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt01137283
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt01013194
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0864093
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0953074
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt01137303
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.049522
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.047842
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.046577
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.043041
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.052761
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.057387
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt022095
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt026387099
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt023771735
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt021752896
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt020076259
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt018063985
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt019817989
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt01296600
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.247608
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt01296600
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt01296600
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt01296600
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$36.8$0.04$36.7$5.06$2.27$2.79
2024Detailed filing. Detailed filing data is available for this year.$34.0$0.00$34.0$1.96$2.01$0.05
2023Detailed filing. Detailed filing data is available for this year.$34.0$0.01$34.0$1.81$2.07$0.26
2022Detailed filing. Detailed filing data is available for this year.$34.3$0.00$34.3$1.73$1.64$0.10
2021Detailed filing. Detailed filing data is available for this year.$34.5$0.30$34.1$23.7$1.98$21.7
2020Detailed filing. Detailed filing data is available for this year.$12.5$0.00$12.5$1.53$1.84$0.31
2019Detailed filing. Detailed filing data is available for this year.$12.8$0.01$12.8$2.39$1.68$0.71
2018Detailed filing. Detailed filing data is available for this year.$12.1$0.00$12.1$1.99$1.61$0.38
2017Detailed filing. Detailed filing data is available for this year.$11.7$0.00$11.7$1.56$1.55$0.01
2016Detailed filing. Detailed filing data is available for this year.$11.7$0.00$11.7$2.57$1.38$1.19
2015Detailed filing. Detailed filing data is available for this year.$10.5$0.00$10.5$1.58$1.41$0.16
2014Detailed filing. Detailed filing data is available for this year.$10.3$0.03$10.3$2.43$1.38$1.06
2013Detailed filing. Detailed filing data is available for this year.$9.25$0.00$9.25$1.19
2012Detailed filing. Detailed filing data is available for this year.$9.38$0.00$9.38$1.06
2011Detailed filing. Detailed filing data is available for this year.$9.28$0.01$9.27$0.91
2010Detailed filing. Detailed filing data is available for this year.$9.02$0.00$9.02$0.99