Civic Intelligence

Anthony D Bullock III Foundation Inc.

990PF • Fiscal year 2019 • EIN 31-1580767

Jun 01, 2018 to May 31, 2019 • Filed on Aug 08, 2019

Organization Profile

Refreshing map…

3074 Madison RoadCincinnati, OH 45209

(513) 721-1350

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

5th percentile

-118%

Higher net margin than 5% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

52nd percentile

$25,700

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 60.8% of source-year revenue.

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

15th percentile

-6.6%

Faster asset growth than 15% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

81st percentile

30%

Faster revenue growth than 81% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

Down

$1,205,575

Down $85,832 (-6.6%) from 2018

Net Assets

Down

$1,205,575

Down $85,832 (-6.6%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin5th percentile

Revenue

Up

$42,295

Up $9,702 (+30%) from 2018

Expenses

Up

$92,300

Up $70,742 (+328%) from 2018

Net Income

Down

-$50,005

Down $61,040 (-553%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth15th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $689,123Liabilities 2011: $0Net Assets 2011: $689,1232011Assets 2012: $606,214Liabilities 2012: $0Net Assets 2012: $606,2142012Assets 2013: $577,901Liabilities 2013: $0Net Assets 2013: $577,9012013Assets 2014: $590,559Liabilities 2014: $0Net Assets 2014: $590,5592014Assets 2015: $541,002Liabilities 2015: $0Net Assets 2015: $541,0022015Assets 2016: $492,043Liabilities 2016: $0Net Assets 2016: $492,0432016Assets 2018: $1,291,407Liabilities 2018: $0Net Assets 2018: $1,291,4072018Assets 2019: $1,205,575Liabilities 2019: $0Net Assets 2019: $1,205,5752019Assets 2020: $959,019Liabilities 2020: $0Net Assets 2020: $959,0192020Assets 2022: $1,085,681Liabilities 2022: $0Net Assets 2022: $1,085,6812022Assets 2024: $1,304,816Liabilities 2024: $0Net Assets 2024: $1,304,8162024Assets 2025: $1,383,849Liabilities 2025: $0Net Assets 2025: $1,383,8492025

Highlighted filing

2019

Assets$1,205,575
Liabilities$0
Net Assets$1,205,575
Open 2019 Filing

Operations Trend

Revenue Growth81st percentile

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

$600K$400K$200K$0-$200KExpenses 2011: $152,3852011Expenses 2012: $53,7332012Expenses 2013: $156,6882013Revenue 2014: $6,541Expenses 2014: $56,498Net Income 2014: -$49,9572014Revenue 2015: $40,746Expenses 2015: $56,427Net Income 2015: -$15,6812015Revenue 2016: $17,115Expenses 2016: $7,114Net Income 2016: $10,0012016Revenue 2018: $32,593Expenses 2018: $21,558Net Income 2018: $11,0352018Revenue 2019: $42,295Expenses 2019: $92,300Net Income 2019: -$50,0052019Revenue 2020: $37,807Expenses 2020: $34,516Net Income 2020: $3,2912020Revenue 2022: $422,558Expenses 2022: $116,327Net Income 2022: $306,2312022Revenue 2024: -$16,910Expenses 2024: $33,512Net Income 2024: -$50,4222024Revenue 2025: $94,618Expenses 2025: $108,717Net Income 2025: -$14,0992025

Highlighted filing

2019

Revenue$42,295
Expenses$92,300
Net Income-$50,005
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2018 to May 31, 2019
Signed
Aug 8, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KYLE C BROOKSOfficer-$25,700-$25,700
ELEINE H BROOKSOfficer-$0--
Filing and Contact Details

Filer

Filer Name
Anthony D Bullock Iii Foundation
EIN
31-1580767
Phone
5137211350
Address
3074 MADISON ROAD, CINCINNATI, OH 45209

Signing Officer

Name
Kyle C Brooks
Title
Officer
Phone
5137211350
Signed
2019-08-08
Discuss with paid preparer
Yes

Preparer

Firm
Clark Schaefer Hackett & Co
Address
1 EAST 4TH STREET, CINCINNATI, OH 45202
Preparer
Patrick M Semancik
Phone
5132413111
Raw XML Appendix314 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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt06905 GIVEN RD
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt055000
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt063649
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt063649
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0117471
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt023718
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt022680
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt022680
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0146578
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt05389
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0117471
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt023718
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt069038
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt05389
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0169258
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0163869
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt035827
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0CUSTODIAL COSTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt09224
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt09224
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KYLE C BROOKS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum05137211350
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-08-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ANTHONY D BULLOCK III FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ANTH
ReturnHeader/Filer/EIN0311580767
ReturnHeader/Filer/PhoneNum05137211350
ReturnHeader/Filer/USAddress/AddressLine1Txt03074 MADISON ROAD
ReturnHeader/Filer/USAddress/CityNm0CINCINNATI
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045209
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0E98B1CBF3E99E12943527C7CD262F42F9413F49A
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.121.64.228
ReturnHeader/FilingSecurityInformation/IPDt02019-08-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm014:40:13
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0310800053
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLARK SCHAEFER HACKETT & CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01 EAST 4TH STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CINCINNATI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd045202
ReturnHeader/PreparerPersonGrp/PhoneNum05132413111
ReturnHeader/PreparerPersonGrp/PreparationDt02019-08-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PATRICK M SEMANCIK
ReturnHeader/ReturnTs02019-08-21T12:52:36-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-06-01
ReturnHeader/TaxPeriodEndDt02019-05-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,205,575
Liabilities
$0
Net assets
$1,205,575
Revenue
$42,295
Expenses
$92,300
Net income
-$50,005
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.09$0.11$0.01
2024Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.02$0.03$0.05
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.09$0.00$1.09$0.42$0.12$0.31
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.96$0.00$0.96$0.04$0.03$0.00
2019Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.04$0.09$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.29$0.00$1.29$0.03$0.02$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.49$0.00$0.49$0.02$0.01$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.54$0.00$0.54$0.04$0.06$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.59$0.00$0.59$0.01$0.06$0.05
2013Detailed filing. Detailed filing data is available for this year.$0.58$0.00$0.58$0.16
2012Detailed filing. Detailed filing data is available for this year.$0.61$0.00$0.61$0.05
2011Detailed filing. Detailed filing data is available for this year.$0.69$0.00$0.69$0.15