Civic Intelligence

The Cincinnati Foundation for the Aged

990PF • Fiscal year 2018 • EIN 31-0536971

Apr 01, 2017 to Mar 31, 2018 • Filed on Jun 15, 2018

Organization Profile
2100 Fourth And Vine TowerCincinnati, OH 45202

(513) 381-6859

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

Higher debt load relative to assets than 15% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

15th percentile

0.00x

Higher debt load relative to revenue than 15% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Source year 2018

Net Margin

74th percentile

19%

Higher net margin than 74% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

23rd percentile

$26,000

Higher top officer pay than 23% of similar nonprofits.

Top officer pay equals 1.3% of source-year revenue.

2018 filings • $10M-$25M nonprofits • Source year 2018

Asset Growth

58th percentile

3.3%

Faster asset growth than 58% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

81st percentile

28%

Faster revenue growth than 81% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$12,055,582

Up $386,270 (+3.3%) from 2017

Net Assets

Up

$12,051,227

Up $383,598 (+3.3%) from 2017

Liabilities

Up

$4,355

Up $2,672 (+159%) from 2017

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin74th percentile

Revenue

Up

$1,989,071

Up $432,082 (+28%) from 2017

Expenses

Up

$1,605,473

Up $54,811 (+3.5%) from 2017

Net Income

Up

$383,598

Up $377,271 (+5963%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

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

2018

Assets$12,055,582
Liabilities$4,355
Net Assets$12,051,227
Open 2018 Filing

Operations Trend

Revenue Growth81st percentile

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

2018

Revenue$1,989,071
Expenses$1,605,473
Net Income$383,598
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2017 to Mar 31, 2018
Signed
Jun 15, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay23rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HEATHER JANSENSecretary/TreasurerPT$26,000-$26,000
THOMAS L FINNTrustee-$0--
RICHARD HOEFINGHOFFTrustee-$0--
WILLIAM H STRIETMANNTrustee-$0--
ROBERT PORTER IIIPresident-$0--
SISTER JEAN MARIE HOFFMAN1st Vice President-$0--
SHANNON CRUTCHFIELDTrustee-$0--
JON BLOHMTrustee-$0--
VINCE HOPKINSTrustee-$0--
JAMES D KEMPVice President-$0--
RICHARD KREHBIELTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Cincinnati Foundation for the Aged
EIN
31-0536971
Phone
5133816859
Address
2100 FOURTH AND VINE TOWER, CINCINNATI, OH 45202

Signing Officer

Name
Robert C Porter Iii
Title
President
Phone
5133816859
Signed
2018-06-15
Discuss with paid preparer
Yes

Preparer

Firm
Mellott & Mellott Pll
Address
312 WALNUT STREET - SUITE 2500, CINCINNATI, OH 45202-4025
Preparer
Gregory a Deyhle
Phone
5132412940
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GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0THE DISTRIBUTIONS TO THE DONOR ADVISED FUND ARE BEING TREATED AS QUALIFYING DISTRIBUTIONS. GRANTS ARE MADE TO CHARITABLE ORGANIZATIONS WHOSE PURPOSE IS TO EXTEND AID TO THE AGED AND/OR INDIGENT INDIVIDUALS.
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt012528
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt015569
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt015569
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt015569
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt03041
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt012528
IRS990PF/FMVAssetsEOYAmt029381316
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt011667629
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt012051227
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt010948931
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt011304773
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt028630507
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0536
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt021
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt021
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0271479
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0385464
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0385464
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt01683
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt04355
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt01895
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt01895
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt01895
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0446471
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0363429
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0363429
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt011669312
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt012055582
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt029381316
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt01683
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt04355
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt011669312
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt012055582
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt011667629
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt012051227
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt031027175
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0167428
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt030859747
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0465408
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01528088
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt030561767
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt031027175
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt28.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt40.50
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/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt226000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
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/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/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/PersonNm0THOMAS L FINN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1RICHARD HOEFINGHOFF
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2HEATHER JANSEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3WILLIAM H STRIETMANN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4ROBERT PORTER III
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5SISTER JEAN MARIE HOFFMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6SHANNON CRUTCHFIELD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7JON BLOHM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm8VINCE HOPKINS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm9JAMES D KEMP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm10RICHARD KREHBIEL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SECRETARY/TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt51ST VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt7TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt8TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt9VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt10TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt07 ANNWOOD LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt12943 AMELIA DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt21032 RIVERVIEW FARMS PL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt38360 RIDGEVIEW DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt42100 FOURTH VINE TOWER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt5132 LOUISE DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt69321 MONTGOMERY RD STE C
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt71985 RUSTIC WOOD LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt83354 PADDOCK LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt95765 SIDNEY ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1010816 MILLINGTON COPURT STE 11
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0CINCINNATI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1EDGEWOOD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2VILLA HILLS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3CINCINNATI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4CINCINNATI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5FT MITCHELL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm6CINCINNATI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm7CINCINNATI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm8MASON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm9CINCINNATI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm10CINCINNATI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1KY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2KY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd5KY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd6OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd7OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd8OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd9OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd10OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd045206
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd141017
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd241017
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd345015
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd445202
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd541017
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd645242
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd745255
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd845040
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd945233
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd1045242
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt01493920
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt01509489
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt01487964
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt01315037
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt01347320
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt01296600
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt01137283
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.048882
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.049647
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.049022
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.048759
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.049138
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.047842
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt015569
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt030561767
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt029971140
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt026825183
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt027632110
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt026387099
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt023771735
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt01548751
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.244408
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt01533182
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt01548751
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt015569
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt01548751
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt08
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0OTHER REVENUE
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,055,582
Liabilities
$4,355
Net assets
$12,051,227
Revenue
$1,989,071
Expenses
$1,605,473
Net income
$383,598
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