Civic Intelligence

The Vista Foundation

990PF • Fiscal year 2019 • EIN 31-1347794

Jan 01, 2019 to Dec 31, 2019 • Filed on Sep 16, 2020

Organization Profile

Refreshing map…

1991 Madison RoadCincinnati, OH 45208

(513) 488-0053

Siviq Scores

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

Liabilities / Assets

22nd percentile

0.00x

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

2019 filings • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

21st percentile

0.00x

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

2019 filings • $5M-$10M nonprofits • Source year 2019

Net Margin

84th percentile

38%

Higher net margin than 84% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

30th percentile

$0

Higher top officer pay than 30% of similar nonprofits.

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

2019 filings • $5M-$10M nonprofits • Source year 2019

Asset Growth

56th percentile

4.4%

Faster asset growth than 56% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

89th percentile

57%

Faster revenue growth than 89% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Up

$8,351,511

Up $350,414 (+4.4%) from 2018

Net Assets

Up

$8,351,511

Up $350,414 (+4.4%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin84th percentile

Revenue

Up

$915,976

Up $330,947 (+57%) from 2018

Expenses

Up

$565,562

Up $75,107 (+15%) from 2018

Net Income

Up

$350,414

Up $255,840 (+271%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth56th percentile

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

$10M$5.0M$0Assets 2011: $4,626,992Liabilities 2011: $0Net Assets 2011: $4,626,9922011Assets 2012: $5,353,451Liabilities 2012: $0Net Assets 2012: $5,353,4512012Assets 2013: $5,918,194Liabilities 2013: $0Net Assets 2013: $5,918,1942013Assets 2014: $6,690,684Liabilities 2014: $0Net Assets 2014: $6,690,6842014Assets 2015: $7,315,720Liabilities 2015: $0Net Assets 2015: $7,315,7202015Assets 2016: $7,338,543Liabilities 2016: $0Net Assets 2016: $7,338,5432016Assets 2018: $8,001,097Liabilities 2018: $0Net Assets 2018: $8,001,0972018Assets 2019: $8,351,511Liabilities 2019: $0Net Assets 2019: $8,351,5112019Assets 2021: $8,533,229Liabilities 2021: $6,000Net Assets 2021: $8,527,2292021Assets 2022: $8,688,988Liabilities 2022: $0Net Assets 2022: $8,688,9882022Assets 2024: $8,845,313Liabilities 2024: $0Net Assets 2024: $8,845,3132024

Highlighted filing

2019

Assets$8,351,511
Liabilities$0
Net Assets$8,351,511
Open 2019 Filing

Operations Trend

Revenue Growth89th percentile

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

$1.5M$1.0M$500K$0Expenses 2011: $235,7092011Expenses 2012: $290,8682012Revenue 2013: $827,185Expenses 2013: $262,442Net Income 2013: $564,7432013Revenue 2014: $1,108,053Expenses 2014: $335,563Net Income 2014: $772,4902014Revenue 2015: $998,366Expenses 2015: $373,330Net Income 2015: $625,0362015Revenue 2016: $403,916Expenses 2016: $381,093Net Income 2016: $22,8232016Revenue 2018: $585,029Expenses 2018: $490,455Net Income 2018: $94,5742018Revenue 2019: $915,976Expenses 2019: $565,562Net Income 2019: $350,4142019Revenue 2021: $851,331Expenses 2021: $689,072Net Income 2021: $162,2592021Revenue 2022: $864,013Expenses 2022: $702,254Net Income 2022: $161,7592022Revenue 2024: $1,175,863Expenses 2024: $785,698Net Income 2024: $390,1652024

Highlighted filing

2019

Revenue$915,976
Expenses$565,562
Net Income$350,414
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Sep 16, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay30th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HELEN K HEEKINPres. & Trustee-$0--
CHARLES L HEEKIN IIVP & Trustee-$0--
R MCSHANE HEEKINSec. & Trustee-$0--
PETER HEEKINVP & Trustee-$0--
MICAELA HEEKINTreas & Trustee-$0--
Filing and Contact Details

Filer

Filer Name
Vista Foundation
EIN
31-1347794
Phone
5134880053
Address
1991 MADISON ROAD, CINCINNATI, OH 45208

Signing Officer

Name
Helen K Heekin
Title
Pres. & Trustee
Signed
2020-09-16
Discuss with paid preparer
Yes

Preparer

Firm
Christina K Mooney
Address
5591 Squirrel Run Lane, Cincinnati, OH 45247
Preparer
Christina K Mooney
Phone
5139234637
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0LTCG DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16686 SHS SPDR BLOOMBERG ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2666 SHS ARCOSA INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3100 SHS GARRETT MOTION INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4750 SHS HCP INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5600 SHS MAGNA INTERNATIONAL INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6166 SHS RESIDEO TECHNOLOGIES INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7LDR PREFERRED INCOME FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8LDR PREFERRED INCOME FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9BLACKSTONE LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10BLACKSTONE LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02019-01-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12019-01-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22019-08-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32019-08-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42019-08-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52019-08-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62019-08-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72019-01-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82019-01-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92019-01-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102019-01-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt051319
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt04644
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0350414
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt08351511
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt08001097
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt08351511
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0527073
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0527073
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0527073
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0529251
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02178
IRS990PF/DistributableAmountGrp/TotalTaxAmt02178
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt04782
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt04460
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt02500
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02178
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt04782
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02178
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02178
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt06960
IRS990PF/FMVAssetsEOYAmt011634259
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0257115
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt091043
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt091043
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt02020094
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt02157392
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt02381641
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt05723888
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt06103076
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt09161575
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt08001097
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt08351511
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt08001097
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt08351511
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt011634259
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt08001097
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt08351511
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt08001097
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt08351511
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt010746212
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0136719
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt010609493
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0161193
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0529251
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt010585019
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt010746212
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/AverageHrsPerWkDevotedToPosRt40.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0HELEN K HEEKIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1CHARLES L HEEKIN II
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2R MCSHANE HEEKIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3PETER HEEKIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4MICAELA HEEKIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Pres. & TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VP & TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Sec. & TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3VP & TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4TREAS & TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01991 MADISON RD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11991 MADISON RD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt21991 MADISON RD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt31991 MADISON ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt41991 MADISON ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0CINCINNATI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1CINCINNATI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2CINCINNATI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3CINCINNATI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4CINCINNATI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd045208
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd145208
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd245208
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd345208
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd445208
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0468853
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0471031
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0442860
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0351000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0346247
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0350873
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0323200
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.044294
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.04425
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.03979
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.04504
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.04764
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.04475
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt02178
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt010585019
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt010007556
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt08821327
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt07687943
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt07365471
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt07221874
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0501465
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.221472
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0499287
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0501465
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt02178
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0501465
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt012
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0NONE
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0true
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
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
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0false
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01991 MADISON ROAD CINCINNATI OH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CINCINNATI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0OH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd045208

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,351,511
Liabilities
$0
Net assets
$8,351,511
Revenue
$915,976
Expenses
$565,562
Net income
$350,414
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.85$0.00$8.85$1.18$0.79$0.39
2022Detailed filing. Detailed filing data is available for this year.$8.69$0.00$8.69$0.86$0.70$0.16
2021Detailed filing. Detailed filing data is available for this year.$8.53$0.01$8.53$0.85$0.69$0.16
2019Detailed filing. Detailed filing data is available for this year.$8.35$0.00$8.35$0.92$0.57$0.35
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.00$0.00$8.00$0.59$0.49$0.09
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.34$0.00$7.34$0.40$0.38$0.02
2015Detailed filing. Detailed filing data is available for this year.$7.32$0.00$7.32$1.00$0.37$0.63
2014Detailed filing. Detailed filing data is available for this year.$6.69$0.00$6.69$1.11$0.34$0.77
2013Detailed filing. Detailed filing data is available for this year.$5.92$0.00$5.92$0.83$0.26$0.56
2012Detailed filing. Detailed filing data is available for this year.$5.35$0.00$5.35$0.29
2011Detailed filing. Detailed filing data is available for this year.$4.63$0.00$4.63$0.24