Civic Intelligence

The Beechwood Foundation

990 • Fiscal year 2017 • EIN 31-1441552

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 02, 2018

Refreshing map…

2140 Pogue AveCincinnati, OH 45208-3234

(513) 321-9294

Siviq Scores

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

Liabilities / Assets

3rd percentile

0.00x

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

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Liabilities / Revenue

3rd percentile

0.00x

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

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Net Margin

76th percentile

17%

Higher net margin than 76% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Top Officer Pay

7th percentile

$0

Higher top officer pay than 7% of similar nonprofits.

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

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Asset Growth

73rd percentile

12%

Faster asset growth than 73% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2016 to 2017

Revenue Growth

80th percentile

25%

Faster revenue growth than 80% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2016 to 2017

Assets

Up

$36,992,946

Up $3,836,823 (+12%) from 2016

Net Assets

Up

$36,992,946

Up $3,836,823 (+12%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$2,728,069

Up $550,964 (+25%) from 2016

Expenses

Up

$2,271,041

Up $20,419 (+0.9%) from 2016

Net Income

Up

$457,028

Up $530,545 (+722%) from 2016

Historical Trend

Balance Sheet Trend

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

$60M$40M$20M$0Assets 2010: $28,564,396Liabilities 2010: $0Net Assets 2010: $28,564,3962010Assets 2011: $27,777,519Liabilities 2011: $0Net Assets 2011: $27,777,5192011Assets 2012: $28,579,793Liabilities 2012: $0Net Assets 2012: $28,579,7932012Assets 2013: $33,810,370Liabilities 2013: $0Net Assets 2013: $33,810,3702013Assets 2014: $34,882,626Liabilities 2014: $0Net Assets 2014: $34,882,6262014Assets 2015: $32,220,963Liabilities 2015: $0Net Assets 2015: $32,220,9632015Assets 2016: $33,156,123Liabilities 2016: $0Net Assets 2016: $33,156,1232016Assets 2017: $36,992,946Liabilities 2017: $0Net Assets 2017: $36,992,9462017Assets 2018: $33,806,684Liabilities 2018: $0Net Assets 2018: $33,806,6842018Assets 2019: $39,589,973Liabilities 2019: $0Net Assets 2019: $39,589,9732019Assets 2020: $41,840,513Liabilities 2020: $0Net Assets 2020: $41,840,5132020Assets 2021: $46,975,678Liabilities 2021: $0Net Assets 2021: $46,975,6782021Assets 2024: $43,335,332Liabilities 2024: $0Net Assets 2024: $43,335,3322024

Highlighted filing

2017

Assets$36,992,946
Liabilities$0
Net Assets$36,992,946

Operations Trend

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $2,331,6352010Expenses 2011: $2,099,3832011Expenses 2012: $2,133,0902012Revenue 2013: $3,463,150Expenses 2013: $2,152,233Net Income 2013: $1,310,9172013Revenue 2014: $3,023,099Expenses 2014: $2,106,406Net Income 2014: $916,6932014Revenue 2015: $3,598,547Expenses 2015: $2,197,557Net Income 2015: $1,400,9902015Revenue 2016: $2,177,105Expenses 2016: $2,250,622Net Income 2016: -$73,5172016Revenue 2017: $2,728,069Expenses 2017: $2,271,041Net Income 2017: $457,0282017Revenue 2018: $3,126,540Expenses 2018: $2,566,948Net Income 2018: $559,5922018Revenue 2019: $3,308,692Expenses 2019: $2,432,208Net Income 2019: $876,4842019Revenue 2020: $1,864,054Expenses 2020: $2,038,492Net Income 2020: -$174,4382020Revenue 2021: $2,641,750Expenses 2021: $2,648,161Net Income 2021: -$6,4112021Revenue 2024: $2,188,720Expenses 2024: $2,226,728Net Income 2024: -$38,0082024

Highlighted filing

2017

Revenue$2,728,069
Expenses$2,271,041
Net Income$457,028
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 2, 2018
Return Version
2017v2.3
Gross Receipts
$46,842,920
Mission and Program Overview

Mission

The beechwood foundation is a supporting organization of beechwood home. The beechwood foundation is organized and operated for the benefit of beechwood home. Beechwood home is a section 501(c) public organization charity that was formed to provide shelter, care, medical treatment, and protection for persons who are afflicted with incurable diseases.

To support beechwood home.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$32,996,939$36,925,021▲ $3,928,082
Pledges and Grants Receivable$100,000$0▼ $100,000
Accounts Receivable$59,184$67,925▲ $8,741
Total Assets$33,156,123$36,992,946▲ $3,836,823
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$32,656,123$36,492,946▲ $3,836,823
Permanently Rstr Net Assets$500,000$500,000→ $0
Total Net Assets Fund Balance$33,156,123$36,992,946▲ $3,836,823
Total Liabilities and Net Assets / Fund Balance$33,156,123$36,992,946▲ $3,836,823

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$33,156,123$0▲ $6,107,864$2,095,956$36,992,946
2016$32,220,963$2,934▲ $3,182,848$2,084,945$33,156,123
2015$34,882,626$4,368▼ $468,474$2,027,940$32,220,963
2014$33,810,370$5,782▲ $3,172,880$1,928,892$34,882,626
2013$28,579,793$486,916▲ $6,895,894$1,993,488$33,810,370
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$2,728,069
Other Revenue
$0
Change in Net Assets
$457,028
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,095,956
Other Expenses$175,085
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,095,956--$2,095,956
Other Expenses-$175,085-$175,085
Total Functional Expenses$2,095,956$175,085$0$2,271,041
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Beechwood HomeCincinnati, OH501(c)(3)Fund Operations of Beechwood Home$2,095,956
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
Yes
Audit committee
Yes
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 B, Line 11B

The cfo will e-mail a copy of the form 990 to the finance committee to review and approve. Once the finance committee approves the form 990, they will inform the cfo. The cfo will then distribute the form 990 to the board of trustee's for their review. The cfo will then inform the accounting firm of the approval by the finance committee.

Form 990, Part VI, Section C, Line 19

The organization does not make its governing documents, conflict of interest policy, and financial statements available to the public.

Filing and Contact Details

Filer

Filer Name
The Beechwood Foundation
EIN
31-1441552
Phone
5133219294
Address
2140 POGUE AVE, CINCINNATI, OH 45208-3234

Signing Officer

Name
Patricia Clark
Title
CEO
Phone
5133219294
Signed
2018-10-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Patricia Clark
Formed
1995
Legal Domicile
Oh
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
0

Preparer

Firm
Mellott & Mellott Pll
Address
312 WALNUT STREET - SUITE 2500, CINCINNATI, OH 45202-4025
Preparer
Gregory a Deyhle
Phone
5132412940
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

The finance committee reviews the reviewed financial statements prior to issuance.

Financial Statement Notes

PART V, LINE 4:

The home has a policy of appropriating for distribution each year 5 percent of its endowment fund's average fair value over the prior three years through the calendar year end preceding the year in which the distribution is planned. In establishing this policy, the home considered the long term expected return on its endowment. Accordingly, over the long term, the home expects the current spending policy to allow its endowment to grow at a rate that sufficiently satisfies the homes ability to provide care to its residents at a consistent level indefinitely. This is consistent with the home's objective to maintain the purchasing power of the endowment assets held in perpetuity or for a specified term as well as to provide additional real growth through new gifts and investment return.

PART X, LINE 2:

The foundation is exempt from income tax under section 501(c)(3) of the internal revenue code. Contributions to the foundation qualify as charitable deductions. The foundation has not entered into any transactions which would subject it to unrelated business income tax. . In the normal course of business, however, the foundation are subject to examination by various other taxing authorities. Although the outcome of tax audits is always uncertain, the foundation believes that there is no significant unrecognized tax liabilities at december 31, 2017.

Raw XML AppendixShowing 400 of 406 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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IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt05782
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt034882626
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt03172880
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt01928892
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt0158745
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt028579793
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0486916
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt033810370
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt06895894
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt01993488
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE HOME HAS A POLICY OF APPROPRIATING FOR DISTRIBUTION EACH YEAR 5 PERCENT OF ITS ENDOWMENT FUND'S AVERAGE FAIR VALUE OVER THE PRIOR THREE YEARS THROUGH THE CALENDAR YEAR END PRECEDING THE YEAR IN WHICH THE DISTRIBUTION IS PLANNED. IN ESTABLISHING THIS POLICY, THE HOME CONSIDERED THE LONG TERM EXPECTED RETURN ON ITS ENDOWMENT. ACCORDINGLY, OVER THE LONG TERM, THE HOME EXPECTS THE CURRENT SPENDING POLICY TO ALLOW ITS ENDOWMENT TO GROW AT A RATE THAT SUFFICIENTLY SATISFIES THE HOMES ABILITY TO PROVIDE CARE TO ITS RESIDENTS AT A CONSISTENT LEVEL INDEFINITELY. THIS IS CONSISTENT WITH THE HOME'S OBJECTIVE TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS HELD IN PERPETUITY OR FOR A SPECIFIED TERM AS WELL AS TO PROVIDE ADDITIONAL REAL GROWTH THROUGH NEW GIFTS AND INVESTMENT RETURN.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE FOUNDATION IS EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. CONTRIBUTIONS TO THE FOUNDATION QUALIFY AS CHARITABLE DEDUCTIONS. THE FOUNDATION HAS NOT ENTERED INTO ANY TRANSACTIONS WHICH WOULD SUBJECT IT TO UNRELATED BUSINESS INCOME TAX. . IN THE NORMAL COURSE OF BUSINESS, HOWEVER, THE FOUNDATION ARE SUBJECT TO EXAMINATION BY VARIOUS OTHER TAXING AUTHORITIES. ALTHOUGH THE OUTCOME OF TAX AUDITS IS ALWAYS UNCERTAIN, THE FOUNDATION BELIEVES THAT THERE IS NO SIGNIFICANT UNRECOGNIZED TAX LIABILITIES AT DECEMBER 31, 2017.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt02095956
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0FUND OPERATIONS OF BEECHWOOD HOME
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0BEECHWOOD HOME
IRS990ScheduleI/RecipientTable/RecipientEIN0310537069
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt02140 POGUE AVENUE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0CINCINNATI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0OH
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd0452083234
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION MONITORS THE USE OF THE GRANT FUNDS BY HAVING CONTROL OVER THE ELECTRONIC TRANSFER OF THE FUNDS FROM THE FOUNDATION TO BEECHWOOD HOME.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE CFO WILL E-MAIL A COPY OF THE FORM 990 TO THE FINANCE COMMITTEE TO REVIEW AND APPROVE. ONCE THE FINANCE COMMITTEE APPROVES THE FORM 990, THEY WILL INFORM THE CFO. THE CFO WILL THEN DISTRIBUTE THE FORM 990 TO THE BOARD OF TRUSTEE'S FOR THEIR REVIEW. THE CFO WILL THEN INFORM THE ACCOUNTING FIRM OF THE APPROVAL BY THE FINANCE COMMITTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FINANCE COMMITTEE REVIEWS THE REVIEWED FINANCIAL STATEMENTS PRIOR TO ISSUANCE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0BEECHWOOD HOME
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0310537069
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0TO CARE FOR RESIDENTS WITH INCURABLE MEDICAL CONDITIONS.
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt02140 POGUE AVENUE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0CINCINNATI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd0452083234
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt02095956
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0BEECHWOOD HOME
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0OH
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd01
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt033156123
IRS990/TotalAssetsEOYAmt036992946
IRS990/TotalAssetsGrp/BOYAmt033156123
IRS990/TotalAssetsGrp/EOYAmt036992946
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0175085
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02095956
IRS990/TotalFunctionalExpensesGrp/TotalAmt02271041
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt033156123
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt036992946
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt02095956
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0832449
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01895620
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02728069
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt033156123
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt036992946
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt032656123
IRS990/UnrestrictedNetAssetsGrp/EOYAmt036492946
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02140 POGUE AVE
IRS990/USAddress/CityNm0CINCINNATI
IRS990/USAddress/StateAbbreviationCd0OH
IRS990/USAddress/ZIPCd0452083234
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PATRICIA CLARK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum05133219294
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE BEECHWOOD FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BEEC
ReturnHeader/Filer/EIN0311441552
ReturnHeader/Filer/PhoneNum05133219294
ReturnHeader/Filer/USAddress/AddressLine1Txt02140 POGUE AVE
ReturnHeader/Filer/USAddress/CityNm0CINCINNATI
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd0452083234
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId06C9B1A35775087DBDB8A6D25ECA509C7F6C27838
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0198.100.94.101
ReturnHeader/FilingSecurityInformation/IPDt02018-10-02
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm008:26:30
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0316063298
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MELLOTT & MELLOTT PLL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0312 WALNUT STREET - SUITE 2500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CINCINNATI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0452024025
ReturnHeader/PreparerPersonGrp/PhoneNum05132412940
ReturnHeader/PreparerPersonGrp/PreparationDt02018-10-02

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$43.3$0.00$43.3$2.19$2.23$0.04
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$47.0$0.00$47.0$2.64$2.65$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$41.8$0.00$41.8$1.86$2.04$0.17
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$39.6$0.00$39.6$3.31$2.43$0.88
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$33.8$0.00$33.8$3.13$2.57$0.56
2017Detailed filing. Detailed filing data is available for this year.$37.0$0.00$37.0$2.73$2.27$0.46
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$33.2$0.00$33.2$2.18$2.25$0.07
2015Detailed filing. Detailed filing data is available for this year.$32.2$0.00$32.2$3.60$2.20$1.40
2014Detailed filing. Detailed filing data is available for this year.$34.9$0.00$34.9$3.02$2.11$0.92
2013Detailed filing. Detailed filing data is available for this year.$33.8$0.00$33.8$3.46$2.15$1.31
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$28.6$0.00$28.6$2.13
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$27.8$0.00$27.8$2.10
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$28.6$0.00$28.6$2.33
Peer Organizations

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