Civic Intelligence

Sem Villa Foundation Inc

EIN 31-1021483 • 501(c)3 • Cincinnati, OH

Profile

Support retirement community

1077 Hawkstone DriveCincinnati, OH 45230

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

33rd percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

34th percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

4th percentile

-112%

Higher net margin than 4% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

31st percentile

-3.4%

Faster asset growth than 31% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2024

Revenue Growth

31st percentile

-3.7%

Faster revenue growth than 31% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2024

Assets

Down

$521,652

Down $60,372 (-10%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$521,652

Down $60,372 (-10%) from 2023

Revenue

Up

$45,710

Up $33,067 (+262%) from 2023

Expenses

Up

$96,915

Up $90,575 (+1429%) from 2023

Net Income

Down

-$51,205

Down $57,508 (-912%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2010: $466,233Net Assets 2010: $466,2332010Assets 2011: $450,027Net Assets 2011: $450,0272011Assets 2012: $483,226Net Assets 2012: $483,2262012Assets 2013: $504,529Liabilities 2013: $0Net Assets 2013: $504,5292013Assets 2014: $512,734Liabilities 2014: $0Net Assets 2014: $512,7342014Assets 2015: $441,555Liabilities 2015: $0Net Assets 2015: $441,5552015Assets 2017: $531,975Liabilities 2017: $0Net Assets 2017: $531,9752017Assets 2018: $467,891Liabilities 2018: $0Net Assets 2018: $467,8912018Assets 2019: $522,074Liabilities 2019: $0Net Assets 2019: $522,0742019Assets 2020: $549,247Liabilities 2020: $0Net Assets 2020: $549,2472020Assets 2021: $578,271Liabilities 2021: $0Net Assets 2021: $578,2712021Assets 2022: $522,497Liabilities 2022: $0Net Assets 2022: $522,4972022Assets 2023: $582,024Liabilities 2023: $0Net Assets 2023: $582,0242023Assets 2024: $521,652Liabilities 2024: $0Net Assets 2024: $521,6522024

Highlighted filing

2024

Assets$521,652
Liabilities$0
Net Assets$521,652

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50K-$100KRevenue 2010: $10,133Expenses 2010: $4,573Net Income 2010: $5,5602010Revenue 2011: $10,562Expenses 2011: $5,095Net Income 2011: $5,4672011Revenue 2012: $27,649Expenses 2012: $5,267Net Income 2012: $22,3822012Revenue 2013: $48,016Expenses 2013: $24,599Net Income 2013: $23,4172013Revenue 2014: $28,730Expenses 2014: $10,439Net Income 2014: $18,2912014Revenue 2015: $24,478Expenses 2015: $46,434Net Income 2015: -$21,9562015Revenue 2017: $26,176Expenses 2017: $7,467Net Income 2017: $18,7092017Revenue 2018: $18,928Expenses 2018: $7,535Net Income 2018: $11,3932018Revenue 2019: $14,074Expenses 2019: $6,433Net Income 2019: $7,6412019Revenue 2020: $3,467Expenses 2020: $5,844Net Income 2020: -$2,3772020Revenue 2021: $51,238Expenses 2021: $30,725Net Income 2021: $20,5132021Revenue 2022: -$13,254Expenses 2022: $4,292Net Income 2022: -$17,5462022Revenue 2023: $12,643Expenses 2023: $6,340Net Income 2023: $6,3032023Revenue 2024: $45,710Expenses 2024: $96,915Net Income 2024: -$51,2052024

Highlighted filing

2024

Revenue$45,710
Expenses$96,915
Net Income-$51,205

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.22$0.00$5.22$0.46$0.97$0.51
2023Detailed filing. Detailed filing data is available for this year.$5.82$0.00$5.82$0.13$0.06$0.06
2022Detailed filing. Detailed filing data is available for this year.$5.22$0.00$5.22$0.13$0.04$0.18
2021Detailed filing. Detailed filing data is available for this year.$5.78$0.00$5.78$0.51$0.31$0.21
2020Detailed filing. Detailed filing data is available for this year.$5.49$0.00$5.49$0.03$0.06$0.02
2019Detailed filing. Detailed filing data is available for this year.$5.22$0.00$5.22$0.14$0.06$0.08
2018Detailed filing. Detailed filing data is available for this year.$4.68$0.00$4.68$0.19$0.08$0.11
2017Detailed filing. Detailed filing data is available for this year.$5.32$0.00$5.32$0.26$0.07$0.19
2015Detailed filing. Detailed filing data is available for this year.$4.42$0.00$4.42$0.24$0.46$0.22
2014Detailed filing. Detailed filing data is available for this year.$5.13$0.00$5.13$0.29$0.10$0.18
2013Detailed filing. Detailed filing data is available for this year.$5.05$0.00$5.05$0.48$0.25$0.23
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.83$4.83$0.28$0.05$0.22
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.50$4.50$0.11$0.05$0.05
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.66$4.66$0.10$0.05$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 12, 2025
Return Version
2024v5.1
Gross Receipts
$159,631
Mission and Program Overview

Mission

Support Retirement Community

Support retirement comunity

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$574,306$513,396▼ $60,910
Cash and Non-Interest-Bearing Accounts$7,718$8,256▲ $538
Total Assets$582,024$521,652▼ $60,372
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$582,024$521,652▼ $60,372
Total Net Assets Fund Balance$582,024$521,652▼ $60,372
Total Liabilities and Net Assets / Fund Balance$582,024$521,652▼ $60,372
Compensation and Service Providers

Board Members and Trustees

NameTitle
Bruce JohnsonTrustee
Carl GamesTrustee
Gerald HalvorsenTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$45,710
Other Revenue
$0
Change in Net Assets
$-51,205
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$90,000
Other Expenses$6,915
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$90,000--$90,000
Fees for Service Investment Mgmnt Fees$2,755$1,836-$4,591
Office Expenses$1,394$930-$2,324
Total Functional Expenses$94,149$2,766$0$96,915
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8A

The board only meets once a year. They do not record any board minutes.

Form 990, Part VI, Section A, Line 8B

Sem villa foundation only has a board. There are no other committees for sem villa foundation.

Form 990, Part VI, Section B, Line 11B

No review will be conducted.

Form 990, Part VI, Section C, Line 18

Form 990 is available for public inspection upon request.

Form 990, Part VI, Section C, Line 19

The governing documents, conflicts of interest policy and financial statements are available upon request.

Filing and Contact Details

Filer

Filer Name
Sem Villa Foundation Inc
EIN
31-1021483
Phone
5137936763
Address
1077 HAWKSTONE DRIVE, CINCINNATI, OH 45230

Signing Officer

Name
Gerald Halvorsen
Title
Officer
Phone
5137936763
Signed
2025-05-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gerald Halvorsen
Formed
1982
Legal Domicile
Oh
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
0

Preparer

Firm
Brixey & Meyer Inc
Address
1111 ST GREGORY ST 5TH FLOOR, CINCINNATI, OH 45202
Preparer
Angela S Wurtenberger CPA
Phone
5137528350
Raw XML Appendix342 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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IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0137841
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD ONLY MEETS ONCE A YEAR. THEY DO NOT RECORD ANY BOARD MINUTES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SEM VILLA FOUNDATION ONLY HAS A BOARD. THERE ARE NO OTHER COMMITTEES FOR SEM VILLA FOUNDATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO REVIEW WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FORM 990 IS AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
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IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0582024
IRS990/TotalAssetsEOYAmt0521652
IRS990/TotalAssetsGrp/BOYAmt0582024
IRS990/TotalAssetsGrp/EOYAmt0521652
IRS990/TotalCompGreaterThan150KInd00
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt02766
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt094149
IRS990/TotalFunctionalExpensesGrp/TotalAmt096915
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IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0582024
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0521652
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt094149
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt045710
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt045710
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0521652
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01077 HAWKSTONE DRIVE
IRS990/USAddress/CityNm0CINCINNATI
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IRS990/USAddress/ZIPCd045230
IRS990/VotingMembersGoverningBodyCnt03
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IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0GERALD HALVORSEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum05137936763
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SEM VILLA FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0SEMV
ReturnHeader/Filer/EIN0311021483
ReturnHeader/Filer/PhoneNum05137936763
ReturnHeader/Filer/USAddress/AddressLine1Txt01077 HAWKSTONE DRIVE
ReturnHeader/Filer/USAddress/CityNm0CINCINNATI
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ReturnHeader/Filer/USAddress/ZIPCd045230
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0300132514
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BRIXEY & MEYER INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01111 ST GREGORY ST 5TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CINCINNATI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd045202
ReturnHeader/PreparerPersonGrp/PhoneNum05137528350
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANGELA S WURTENBERGER CPA
ReturnHeader/ReturnTs02025-05-14T11:46:25-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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