Civic Intelligence

Clh Foundation Co Christine H Heekin

990PF • Fiscal year 2020 • EIN 31-1346007

Jan 01, 2020 to Dec 31, 2020 • Filed on Jul 09, 2021

Refreshing map…

1991 Madison RoadCincinnati, OH 45208

(513) 651-6832

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.00x

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

2020 filings • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

21st percentile

0.00x

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

2020 filings • $5M-$10M nonprofits • Source year 2020

Net Margin

81st percentile

33%

Higher net margin than 81% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

31st percentile

$0

Higher top officer pay than 31% of similar nonprofits.

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

2020 filings • $5M-$10M nonprofits • Source year 2020

Asset Growth

48th percentile

3.3%

Faster asset growth than 48% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

72nd percentile

15%

Faster revenue growth than 72% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2019 to 2020

Assets

Up

$9,375,244

Up $300,426 (+3.3%) from 2019

Net Assets

Up

$9,375,244

Up $300,426 (+3.3%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Up

$904,326

Up $118,998 (+15%) from 2019

Expenses

Up

$603,900

Up $31,669 (+5.5%) from 2019

Net Income

Up

$300,426

Up $87,329 (+41%) from 2019

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2011: $5,429,570Liabilities 2011: $0Net Assets 2011: $5,429,5702011Assets 2012: $6,169,907Liabilities 2012: $0Net Assets 2012: $6,169,9072012Assets 2013: $6,723,184Liabilities 2013: $0Net Assets 2013: $6,723,1842013Assets 2014: $7,327,082Liabilities 2014: $0Net Assets 2014: $7,327,0822014Assets 2015: $7,584,847Liabilities 2015: $0Net Assets 2015: $7,584,8472015Assets 2016: $7,622,191Liabilities 2016: $0Net Assets 2016: $7,622,1912016Assets 2017: $8,028,045Liabilities 2017: $0Net Assets 2017: $8,028,0452017Assets 2018: $8,861,721Liabilities 2018: $0Net Assets 2018: $8,861,7212018Assets 2019: $9,074,818Liabilities 2019: $0Net Assets 2019: $9,074,8182019Assets 2020: $9,375,244Liabilities 2020: $0Net Assets 2020: $9,375,2442020Assets 2021: $10,332,030Liabilities 2021: $0Net Assets 2021: $10,332,0302021Assets 2022: $10,544,623Liabilities 2022: $0Net Assets 2022: $10,544,6232022Assets 2024: $11,774,241Liabilities 2024: $0Net Assets 2024: $11,774,2412024

Highlighted filing

2020

Assets$9,375,244
Liabilities$0
Net Assets$9,375,244

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0Expenses 2011: $272,3182011Expenses 2012: $333,9102012Revenue 2013: $909,037Expenses 2013: $355,760Net Income 2013: $553,2772013Revenue 2014: $1,025,352Expenses 2014: $421,454Net Income 2014: $603,8982014Revenue 2015: $736,618Expenses 2015: $478,853Net Income 2015: $257,7652015Revenue 2016: $523,044Expenses 2016: $486,464Net Income 2016: $36,5802016Revenue 2017: $898,707Expenses 2017: $492,853Net Income 2017: $405,8542017Revenue 2018: $1,397,448Expenses 2018: $563,772Net Income 2018: $833,6762018Revenue 2019: $785,328Expenses 2019: $572,231Net Income 2019: $213,0972019Revenue 2020: $904,326Expenses 2020: $603,900Net Income 2020: $300,4262020Revenue 2021: $1,591,309Expenses 2021: $634,523Net Income 2021: $956,7862021Revenue 2022: $1,030,124Expenses 2022: $817,531Net Income 2022: $212,5932022Revenue 2024: $1,902,939Expenses 2024: $860,114Net Income 2024: $1,042,8252024

Highlighted filing

2020

Revenue$904,326
Expenses$603,900
Net Income$300,426
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jul 9, 2021
Return Version
2020v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHRISTINE H HEEKINPres/Trustee-$0--
CHRISTOPHER J HEEKINVP/Trustee-$0--
ALBERT E HEEKIN IVTreas/Trustee-$0--
JAMES K HEEKINSec/Trustee-$0--
Filing and Contact Details

Filer

Filer Name
Clh Foundation
EIN
31-1346007
Phone
5136516832
Address
1991 MADISON ROAD, CINCINNATI, OH 45208

Signing Officer

Name
Christine H Heekin
Title
Pres/Trustee
Signed
2021-07-09
Discuss with paid preparer
Yes

Preparer

Firm
Christina K Mooney
Address
5591 Squirrel Run Lane, Cincinnati, OH 45247
Preparer
Christina K Mooney
Phone
5133782146
Raw XML AppendixShowing 400 of 812 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.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/Amt03000
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0PROFESSIONAL FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt03000
ExplnOfNonFilingWithAGStmt/ExplanationTxt0THE ATTAORNEY GENERAL OF OHIO REQUIRES THAT CHARITABLE FOUNDATIONS REGISTER ONLINE AND WILL NOT ACCEPT FEDERAL FORM 990-PF.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0163113
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1180789
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt257317
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt314095
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt432748
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5110660
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6259650
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7102880
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt898900
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt9115733
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt10321511
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt11107340
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1283412
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1372330
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1423679
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt15139505
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt16167250
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1739180
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1890977
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt19102240
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt20208787
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt21115708
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt227763
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt23245183
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt24562618
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt25107770
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt26538937
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt27150006
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt28193328
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt29319704
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt30103915
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt31249632
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3283256
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt33293345
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt34270161
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt35102180
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt36101755
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt37105535
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt38102188
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3956523
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt40283419
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4116082
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt42100658
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt43218119
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4422488
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4547456
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt46259343
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0385302
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1171200
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2350020
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt323295
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4216360
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5459840
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6548400
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7200860
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8249100
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9191900
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10593200
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11371130
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1270980
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1391660
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1495963
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt15303100
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt16186090
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1740770
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt18127070
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt19177300
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt20127000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt21246195
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2213344
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt23395265
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt24642900
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt25112675
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt26673380
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt27262691
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt28214580
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt29351420
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt30116940
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt31240800
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3293180
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt33465780
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt34150900
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt35103252
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt36104375
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt37112475
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt38105740
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3944750
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt40522420
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4175440
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4284450
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt43189020
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4467550
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt45143020
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt46252600
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm04410 CINCINNATI FINANCIAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm120000 LSI INDUSTRIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22000 VARIAN MEDICAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3500 U S BANCORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41000 ECHOLAB INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52000 AMGEN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm610000 COCA COLA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72000 GENUINE PARTS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85000 INTEL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95000 ONEOK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm104000 PEPSICO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm113000 GALLAGHER ARTHUR J & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm123000 PEMBINA PEPELINE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm131000 LYONDELLBASELL INDUSTRIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm141250 ONE GAS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1510000 BANK OF AMERICA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm163000 BRISTOL MYERS SQUIBB INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm171000 FIRST INST BANKSYSTEMS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm181000 JP MORGAN CHASE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm192000 MAXIM INTEGRATED PRODS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm205000 PACWEST BANCORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm211500 TEXAS INSTRUMENTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22800 VAREX IMAGING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm232000 LINDE PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm246000 ABBVIE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm251250 CSG SYS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm263000 AMERICAN TOWER CORP REIT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm271857 FIDELITY NATL INFO SVCS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm281000 MCDONALDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm293000 MEDTRONIC PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm302000 MONDELEZ INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm315000 NUTRIEN LTD CAD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm321000 PAYCHEX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm331000 THERMO FISHER SCI INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm345000 WELLS FARGO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35100000 JP MORGAN CHASE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36100000 PNC FINL SERV GRP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37100000 US BANCORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38100000 BANK OF AMER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm391000 CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm402000 ACCENTURE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm412000 CARRIER GLOBAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm421000 CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm431000 L3 HARRIS TECH INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm441000 OTIS WORLDWIDE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm452000 RAYTHEON TECH CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm461500 UNITED PARCEL SERVICE INC
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0220981
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0220981
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0352158
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1170471
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2127997
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt383453
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4145184
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5150584
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt691840
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt7265375
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt8370963
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt010555.899 VANGUARD TOT STK MKT INDEX FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15633.371 ARTISAN INT'L INVESTOR CLASS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt26685.382 OAKMARK INT'L
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt37382.013 DFA GLOBAL RE SEC PORTFOLIO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt46887.294 HARDING LOEVNER ISNT EMER MKTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt51281 ISHARES EDGE MSCI USA MOMENTUM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt61000 ISHARES SELECT DIV ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7OAK HILL CAPITAL FUND IV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8LDR PREFERRED INCOME FUND LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt01000066
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1194351
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2174020
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt379357
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4176384
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5206612
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt696180
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7265375
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8370963
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0283227
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt04306
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt02794
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0290327
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0290327
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt03000
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt03000
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt04306
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0579925
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0579925
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0613999
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0283227
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0283227
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0300426
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0445066
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt0304
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt02794
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt02794
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt0304
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt04306
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0268330
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt018693
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt018693
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01978
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0579925
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt021997
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0603900
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0290327
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0904326
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt021997
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt023975
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02018-08-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12017-04-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22017-04-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32017-04-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42017-07-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52020-01-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62011-01-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72020-01-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82011-01-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt087644
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt152990
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2102108
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3102081
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt446740
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt513216
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt632412
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt73569
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-5395
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-15170
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-26467
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-26440
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4-8920
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5-13216
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6-32412
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7-3569
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt8130642
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt95253
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-5395
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-15170
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-26467
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-26440
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-8920
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5-13216
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6-32412
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7-3569
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8130642
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt082249
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt137820
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt275641
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt375641
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt437820
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt5130642
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc09284.284 SHS GMO RECOURCES SERIES FD CL PS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11000 SHS PACWEST BANCORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc22000 SHS PACWEST BANCORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc32000 SHS PACWEST BANCORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc41000 SHS PACWEST BANCORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5LDR PREFERRED INCOME FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6LDR PREFERRED INCOME FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7OAK HILL CAPTIAL PARTNERS IV LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8OAK HILL CAPTIAL PARTNERS IV LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9Capital Gain Dividends
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02020-06-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12020-01-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22020-01-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32020-01-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42020-01-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52020-01-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62020-01-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72020-01-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82020-01-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt04306
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-16785
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0300426
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt09375244
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt09074818
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt09375244
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0602572
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0602572
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0602572
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0606302
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt03730
IRS990PF/DistributableAmountGrp/TotalTaxAmt03730
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0990
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt04720
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt03730
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0990
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt03730
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt03730
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt04720
IRS990PF/FMVAssetsEOYAmt013797041
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0121866
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0247070
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0247070
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt06097459
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt07149168
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt010765682
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt01905430
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt01758025
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt02563308
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt09074818
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt09375244
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt09074818
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt09375244
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt013797041
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt09074818
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt09375244
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt09074818
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt09375244
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0950063
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0220981
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0220981
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt012310700
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0415950
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt011894750
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0184661
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0606302
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt012126039
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt012310700
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0CHRISTINE H HEEKIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1CHRISTOPHER J HEEKIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2ALBERT E HEEKIN IV
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3JAMES K HEEKIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Pres/Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VP/Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Treas/Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Sec/Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt03 WEEBETOOK LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt16525 N CLIPPINGER DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt28156 VARNER RD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt33669 VINEYARD PLACE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0CINCINNATI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1CINCINNATI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2CINCINNATI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3CINCINNATI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd045208
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd145243
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd245243
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd345226
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0579925
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0579925
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0579925
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
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/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$11.8$0.00$11.8$1.90$0.86$1.04
2022Detailed filing. Detailed filing data is available for this year.$10.5$0.00$10.5$1.03$0.82$0.21
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.3$0.00$10.3$1.59$0.63$0.96
2020Detailed filing. Detailed filing data is available for this year.$9.38$0.00$9.38$0.90$0.60$0.30
2019Detailed filing. Detailed filing data is available for this year.$9.07$0.00$9.07$0.79$0.57$0.21
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.86$0.00$8.86$1.40$0.56$0.83
2017Detailed filing. Detailed filing data is available for this year.$8.03$0.00$8.03$0.90$0.49$0.41
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.62$0.00$7.62$0.52$0.49$0.04
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.58$0.00$7.58$0.74$0.48$0.26
2014Detailed filing. Detailed filing data is available for this year.$7.33$0.00$7.33$1.03$0.42$0.60
2013Detailed filing. Detailed filing data is available for this year.$6.72$0.00$6.72$0.91$0.36$0.55
2012Detailed filing. Detailed filing data is available for this year.$6.17$0.00$6.17$0.33
2011Detailed filing. Detailed filing data is available for this year.$5.43$0.00$5.43$0.27