Civic Intelligence

Bunker Hill Haven Trust

EIN 31-6040522 • Hamilton, OH

Pub. 78 Eligible

View Organization Page

1050 Garner RoadHamilton, OH 45013
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

45th percentile

0.03x

Higher debt load relative to assets than 45% of similar nonprofits.

$5M-$10M nonprofits • Source year 2022

Liabilities / Revenue

66th percentile

0.23x

Higher debt load relative to revenue than 66% of similar nonprofits.

$5M-$10M nonprofits • Source year 2022

Net Margin

67th percentile

17%

Higher net margin than 67% of similar nonprofits.

$5M-$10M nonprofits • Source year 2022

Top Officer Pay

91st percentile

$84,178

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 9.4% of source-year revenue.

$5M-$10M nonprofits • Source year 2022

Asset Growth

7th percentile

-15%

Faster asset growth than 7% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2021 to 2022

Revenue Growth

81st percentile

45%

Faster revenue growth than 81% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets45th percentile

Using 2024 Form 990PF data because the latest 2025 filing does not report standard financial totals.

Assets

Up

$7,300,564

Up $694,886 (+11%) from 2023

Liabilities

Down

$107,551

Down $52,674 (-33%) from 2023

Net Assets

Up

$7,193,013

Up $747,560 (+12%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin67th percentile

Revenue

Up

$979,219

Up $233,544 (+31%) from 2023

Expenses

Up

$906,998

Up $76,853 (+9.3%) from 2023

Net Income

Up

$72,221

Up $156,691 (+185%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth7th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $5,358,385Liabilities 2010: $938,868Net Assets 2010: $4,419,5172010Assets 2012: $5,221,534Liabilities 2012: $801,546Net Assets 2012: $4,419,9882012Assets 2013: $5,334,288Liabilities 2013: $740,268Net Assets 2013: $4,594,0202013Assets 2014: $5,814,068Liabilities 2014: $679,492Net Assets 2014: $5,134,5762014Assets 2015: $5,631,874Liabilities 2015: $621,258Net Assets 2015: $5,010,6162015Assets 2016: $5,446,965Liabilities 2016: $561,681Net Assets 2016: $4,885,2842016Assets 2017: $5,737,475Liabilities 2017: $519,580Net Assets 2017: $5,217,8952017Assets 2018: $5,974,050Liabilities 2018: $465,312Net Assets 2018: $5,508,7382018Assets 2019: $6,110,497Liabilities 2019: $399,439Net Assets 2019: $5,711,0582019Assets 2020: $6,000,707Liabilities 2020: $324,848Net Assets 2020: $5,675,8592020Assets 2021: $7,334,723Liabilities 2021: $293,313Net Assets 2021: $7,041,4102021Assets 2022: $6,253,222Liabilities 2022: $209,141Net Assets 2022: $6,044,0812022Assets 2023: $6,605,678Liabilities 2023: $160,225Net Assets 2023: $6,445,4532023Assets 2024: $7,300,564Liabilities 2024: $107,551Net Assets 2024: $7,193,0132024

Latest loaded filing

2024

Assets$7,300,564
Liabilities$107,551
Net Assets$7,193,013
Open 2024 Filing

Operations Trend

Revenue Growth81st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KExpenses 2010: $638,8322010Expenses 2012: $492,3152012Expenses 2013: $530,2792013Revenue 2014: $599,959Expenses 2014: $549,187Net Income 2014: $50,7722014Revenue 2015: $555,436Expenses 2015: $554,601Net Income 2015: $8352015Revenue 2016: $562,521Expenses 2016: $595,676Net Income 2016: -$33,1552016Revenue 2017: $467,095Expenses 2017: $606,179Net Income 2017: -$139,0842017Revenue 2018: $881,229Expenses 2018: $606,063Net Income 2018: $275,1662018Revenue 2019: $677,621Expenses 2019: $612,019Net Income 2019: $65,6022019Revenue 2020: $620,326Expenses 2020: $542,255Net Income 2020: $78,0712020Revenue 2021: $621,245Expenses 2021: $601,146Net Income 2021: $20,0992021Revenue 2022: $900,254Expenses 2022: $751,305Net Income 2022: $148,9492022Revenue 2023: $745,675Expenses 2023: $830,145Net Income 2023: -$84,4702023Revenue 2024: $979,219Expenses 2024: $906,998Net Income 2024: $72,2212024

Latest loaded filing

2024

Revenue$979,219
Expenses$906,998
Net Income$72,221
Open 2024 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
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.$7.30$0.11$7.19$0.98$0.91$0.07
2023Detailed filing. Detailed filing data is available for this year.$6.61$0.16$6.45$0.75$0.83$0.08
2022Detailed filing. Detailed filing data is available for this year.$6.25$0.21$6.04$0.90$0.75$0.15
2021Detailed filing. Detailed filing data is available for this year.$7.33$0.29$7.04$0.62$0.60$0.02
2020Detailed filing. Detailed filing data is available for this year.$6.00$0.32$5.68$0.62$0.54$0.08
2019Detailed filing. Detailed filing data is available for this year.$6.11$0.40$5.71$0.68$0.61$0.07
2018Detailed filing. Detailed filing data is available for this year.$5.97$0.47$5.51$0.88$0.61$0.28
2017Detailed filing. Detailed filing data is available for this year.$5.74$0.52$5.22$0.47$0.61$0.14
2016Detailed filing. Detailed filing data is available for this year.$5.45$0.56$4.89$0.56$0.60$0.03
2015Detailed filing. Detailed filing data is available for this year.$5.63$0.62$5.01$0.56$0.55$0.00
2014Detailed filing. Detailed filing data is available for this year.$5.81$0.68$5.13$0.60$0.55$0.05
2013Detailed filing. Detailed filing data is available for this year.$5.33$0.74$4.59$0.53
2012Detailed filing. Detailed filing data is available for this year.$5.22$0.80$4.42$0.49
2010Detailed filing. Detailed filing data is available for this year.$5.36$0.94$4.42$0.64
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Feb 11, 2026
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LORI TURNEREx. DirectorFT$87,454-$87,454
GREG HULLTrusteePT$37,772-$37,772
DENNIS DEAHLTrustee-$0--
KELLY HEILETrustee-$0--
JENNIFER MUENCH-MCELFRESHTrustee-$0--
DOUG COMBSTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Bunker Hill Haven Trust
EIN
31-6040522
Phone
5137569657
Address
1050 GARNER ROAD, HAMILTON, OH 45013

Signing Officer

Name
Greg Hull
Title
Trustee
Phone
5136427046
Signed
2026-02-11
Discuss with paid preparer
Yes

Preparer

Firm
Stephenson and Warner Inc Cpas
Address
1502 UNIVERSITY BLVD STE E, HAMILTON, OH 45011-3300
Preparer
Larry F Warner Ii CPA
Phone
5138688600
Raw XML Appendix366 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/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
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IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
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IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0GREG HULL
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01050 GARNER ROAD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0HAMILTON
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd045013
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0OH
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IRS990PF/StatementsRegardingActyGrp/PhoneNum05137569657
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0true
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0WWW.BUNKERHILLHAVEN.ORG
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0BUNKER HILL HAVEN IS A GROUP HOME FOR BOYS WHO ARE UNDERPRIVILEDGED, ORPHANED, OR WHO CAME FROM BROKEN HOMES OR OTHER UNSATISFACTORY SURROUNDINGS.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt0821786
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
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IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0862464
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0862464
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0862464
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt0516721
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt140884
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt290688
LandEtcSchedule2/LandEtcGrp/BookValueAmt053600
LandEtcSchedule2/LandEtcGrp/BookValueAmt1235586
LandEtcSchedule2/LandEtcGrp/BookValueAmt28151
LandEtcSchedule2/LandEtcGrp/BookValueAmt363897
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0LAND
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt1BUILDINGS
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt2FURNITURE AND FIXTURES
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt3VEHICLES
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LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt1752307
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt249035
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt3154585
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt06950
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FOOD
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2VEHICLE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3CHILD ALLOWANCE/RECREATION
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5GIFTS AND OTHER EXP - BOYS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6OFFICE RELATED
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt042336
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt19627
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt25719
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt34745
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt488
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt52090
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt042336
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt19627
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt25719
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt34745
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt488
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt52090
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0882335
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt17607
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt24226
OtherIncomeSchedule2/OtherIncomeDetail/Desc0SERVICE CONTRACTS
OtherIncomeSchedule2/OtherIncomeDetail/Desc1RENT
OtherIncomeSchedule2/OtherIncomeDetail/Desc2MISCELLANEOUS
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0882335
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt17607
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt24226
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0528691
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAIN ON INVESTMENTS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt05837
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt121748
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt26250
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0PAYROLL SERVICES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2PROFESSIONAL SERVICES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt021748
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GREG HULL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05136427046
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-02-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BUNKER HILL HAVEN TRUST
ReturnHeader/Filer/BusinessNameControlTxt0BUNK
ReturnHeader/Filer/EIN0316040522
ReturnHeader/Filer/PhoneNum05137569657
ReturnHeader/Filer/USAddress/AddressLine1Txt01050 GARNER ROAD
ReturnHeader/Filer/USAddress/CityNm0HAMILTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045013
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0311452851
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STEPHENSON AND WARNER INC CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01502 UNIVERSITY BLVD STE E
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HAMILTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0450113300
ReturnHeader/PreparerPersonGrp/PhoneNum05138688600
ReturnHeader/PreparerPersonGrp/PreparationDt02026-02-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LARRY F WARNER II CPA
ReturnHeader/ReturnTs02026-03-02T09:47:08-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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