Civic Intelligence

Gradison Foundation

990PF • Fiscal year 2023 • EIN 31-6032172

Jan 01, 2023 to Dec 31, 2023 • Filed on May 09, 2024

Organization Profile
301 E Fourth Street Rm/Ste 3500Cincinnati, OH 45202

(703) 893-2620

Siviq Scores

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

Liabilities / Assets

40th percentile

0.00x

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

40th percentile

0.00x

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Net Margin

26th percentile

-14%

Higher net margin than 26% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

57th percentile

$0

Higher top officer pay than 57% of similar nonprofits.

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Asset Growth

38th percentile

-1.5%

Faster asset growth than 38% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

67th percentile

22%

Faster revenue growth than 67% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets40th percentile

Assets

Down

$751,820

Down $11,327 (-1.5%) from 2022

Net Assets

Down

$751,820

Down $11,327 (-1.5%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue40th percentileNet Margin26th percentile

Revenue

Up

$121,345

Up $22,250 (+22%) from 2022

Expenses

Up

$137,922

Up $16,204 (+13%) from 2022

Net Income

Up

-$16,577

Up $6,046 (+27%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $1,142,739Liabilities 2011: $0Net Assets 2011: $1,142,7392011Assets 2012: $1,108,660Liabilities 2012: $0Net Assets 2012: $1,108,6602012Assets 2013: $1,072,271Liabilities 2013: $0Net Assets 2013: $1,072,2712013Assets 2014: $1,026,301Liabilities 2014: $0Net Assets 2014: $1,026,3012014Assets 2015: $940,634Liabilities 2015: $0Net Assets 2015: $940,6342015Assets 2016: $907,713Liabilities 2016: $0Net Assets 2016: $907,7132016Assets 2017: $1,008,487Liabilities 2017: $0Net Assets 2017: $1,008,4872017Assets 2018: $945,481Liabilities 2018: $0Net Assets 2018: $945,4812018Assets 2019: $872,324Liabilities 2019: $6,277Net Assets 2019: $866,0472019Assets 2020: $804,982Liabilities 2020: $0Net Assets 2020: $804,9822020Assets 2021: $785,770Liabilities 2021: $0Net Assets 2021: $785,7702021Assets 2022: $763,147Liabilities 2022: $0Net Assets 2022: $763,1472022Assets 2023: $751,820Liabilities 2023: $0Net Assets 2023: $751,8202023Assets 2024: $697,716Liabilities 2024: $0Net Assets 2024: $697,7162024

Highlighted filing

2023

Assets$751,820
Liabilities$0
Net Assets$751,820
Open 2023 Filing

Operations Trend

Revenue Growth67th percentile

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

$300K$200K$100K$0-$100KExpenses 2011: $124,9662011Expenses 2012: $128,0072012Revenue 2013: $103,884Expenses 2013: $140,270Net Income 2013: -$36,3862013Revenue 2014: $84,980Expenses 2014: $130,948Net Income 2014: -$45,9682014Revenue 2015: $61,470Expenses 2015: $147,137Net Income 2015: -$85,6672015Revenue 2016: $104,708Expenses 2016: $137,629Net Income 2016: -$32,9212016Revenue 2017: $255,176Expenses 2017: $154,402Net Income 2017: $100,7742017Revenue 2018: $57,474Expenses 2018: $120,480Net Income 2018: -$63,0062018Revenue 2019: $62,019Expenses 2019: $141,453Net Income 2019: -$79,4342019Revenue 2020: $65,599Expenses 2020: $122,941Net Income 2020: -$57,3422020Revenue 2021: $86,811Expenses 2021: $106,023Net Income 2021: -$19,2122021Revenue 2022: $99,095Expenses 2022: $121,718Net Income 2022: -$22,6232022Revenue 2023: $121,345Expenses 2023: $137,922Net Income 2023: -$16,5772023Revenue 2024: $98,091Expenses 2024: $152,195Net Income 2024: -$54,1042024

Highlighted filing

2023

Revenue$121,345
Expenses$137,922
Net Income-$16,577
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 9, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIS D GRADISON JRPres. & Trea-$0--
JOAN GRADISON COEVice Pres.-$0--
MARGARET GRADISONV.P. And Sec-$0--
WENDY GRADISONVice Pres.-$0--
ROBIN GRADISONVice Pres.-$0--
BETH LYONVice Pres.-$0--
CARI GRADISONVice Pres.-$0--
Filing and Contact Details

Filer

Filer Name
Gradison Foundation
EIN
31-6032172
Phone
7038932620
Address
301 E FOURTH STREET RM/STE 3500, CINCINNATI, OH 45202

Signing Officer

Name
Willis D Gradison Jr
Title
Pres. & Treas.
Phone
7038932620
Signed
2024-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Vorys Sater Seymour and Pease Llp
Address
52 E GAY ST, COLUMBUS, OH 43215
Preparer
Shelley D Seavolt CPA
Phone
6144646400
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ABBVIE, 149 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2AMERICAN ELECTRIC POWER, 85 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3AMERICAN TOWER CORP, 43 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4AMPENOL CORP, 78 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5ANALOG DEVICES INC, 52 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6APPLE, INC., 228 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7BLACKROCK INC, 20 SHARES
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11CHEVRON CORP, 108 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12CHUBB LTD, 36 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13CISCO SYSTEMS, 57 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14COMCAST CORP, 215 SHARES
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17ECOLAB, 61 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18EOG RESOURCES INC, 74 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19FIDELITY NAT'L INFO SERV, 119 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20INTL BUSINESS MACHINES, 40 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21INTERPUBLIC GROUP CO, 145 SHARES
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23JP MORGAN CHASE & CO., 114 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24KEYCORP NEW 322 SHARES
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27MEDTRONIC, 65 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28MERCK & COMPANY INC, 100 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29METLIFE INC, 125 SHARES
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31MORGAN STANLEY, 83 SHARES
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33NUCOR, 51 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34PAYCHEX INC, 75 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35PEPSICO, 106 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36PHILLIPS 66, 67 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37PINNACLE WEST CAPITAL, 116 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38PROCTER & GAMBLE, 97 SHARES
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40A O SMITH, 82 SHARES
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50UNITEDHEALTH GROUP, 16 SHARES
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IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt01415
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt05193
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt05193
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt094400
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0110477
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0374
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0574
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt010868
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt010868
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01412
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0125442
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt010868
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0137922
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0121345
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0121345
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt05567
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt010868
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt018047
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt034641
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1228196
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-144
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt194314
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-144
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt194314
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt034497
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1322510
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0BAIRD - ST - SEE ATTACHED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1BAIRD - LT - SEE ATTACHED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt094400
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-16577
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt05250
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0751820
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0763147
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0751820
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt052533
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt052533
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt052533
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt054069
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01536
IRS990PF/DistributableAmountGrp/TotalTaxAmt01536
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01300
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01536
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01536
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01536
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0236
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01300
IRS990PF/FMVAssetsEOYAmt01109518
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0233197
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0272906
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0551024
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0463170
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0435978
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0515558
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0763147
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0751820
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt066780
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt042936
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt042936
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0763147
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0751820
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01109518
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0763147
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0751820
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0763147
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0751820
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01097839
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt039346
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01058493
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt016468
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt054069
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01081371
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01097839
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt40.10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt50.10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt60.10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0WILLIS D GRADISON JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JOAN GRADISON COE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2MARGARET GRADISON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3WENDY GRADISON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4ROBIN GRADISON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5BETH LYON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6CARI GRADISON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRES. & TREA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRES.
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2V.P. AND SEC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3VICE PRES.
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4VICE PRES.
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5VICE PRES.
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6VICE PRES.
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt06900 FLEETWOOD ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1490 PLEASANT STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2C/O 301 EAST FOURTH STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3C/O 301 EAST FOURTH STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt41726 N WAYNE STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt5423 BROOKHURST AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt66900 FLEETWOOD ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt0417
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt1SUITE 3500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt2SUITE 3500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt3417
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MCLEAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1BELMONT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2CINCINNATI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3CINCINNATI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4ARLINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5NARBERTH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm6MCLEAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0VA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4VA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd5PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd6VA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0221013692
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd102478
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd245202
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd345202
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd422201
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd519072
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd6221013692
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0125442
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0125442
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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$751,820
Liabilities
$0
Net assets
$751,820
Revenue
$121,345
Expenses
$137,922
Net income
-$16,577
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$0.10$0.15$0.05
2023Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$0.12$0.14$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$0.10$0.12$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$0.09$0.11$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$0.07$0.12$0.06
2019Detailed filing. Detailed filing data is available for this year.$0.87$0.01$0.87$0.06$0.14$0.08
2018Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.06$0.12$0.06
2017Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.26$0.15$0.10
2016Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.10$0.14$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.06$0.15$0.09
2014Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.08$0.13$0.05
2013Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.10$0.14$0.04
2012Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.13
2011Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.12