Civic Intelligence

Bunker Hill Haven Trust

990PF • Fiscal year 2015 • EIN 31-6040522

Jul 01, 2014 to Jun 30, 2015 • Filed on Dec 21, 2015

1050 Gardner RoadHamilton, OH 45013

(513) 756-9657

Siviq Scores

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

Liabilities / Assets

52nd percentile

0.11x

Higher debt load relative to assets than 52% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Source year 2015

Liabilities / Revenue

84th percentile

1.12x

Higher debt load relative to revenue than 84% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Source year 2015

Net Margin

40th percentile

0.2%

Higher net margin than 40% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Source year 2015

Top Officer Pay

37th percentile

$64,669

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 11.6% of source-year revenue.

2015 filings • $5M-$10M nonprofits • Source year 2015

Asset Growth

28th percentile

-3.1%

Faster asset growth than 28% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Annualized from 2014 to 2015

Revenue Growth

28th percentile

-7.4%

Faster revenue growth than 28% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Annualized from 2014 to 2015

Assets

Down

$5,631,874

Down $182,194 (-3.1%) from 2014

Net Assets

Down

$5,010,616

Down $123,960 (-2.4%) from 2014

Liabilities

Down

$621,258

Down $58,234 (-8.6%) from 2014

Revenue

Down

$555,436

Down $44,523 (-7.4%) from 2014

Expenses

Up

$554,601

Up $5,414 (+1.0%) from 2014

Net Income

Down

$835

Down $49,937 (-98%) from 2014

Historical Trend

Balance Sheet Trend

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

$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

Highlighted filing

2015

Assets$5,631,874
Liabilities$621,258
Net Assets$5,010,616

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

Highlighted filing

2015

Revenue$555,436
Expenses$554,601
Net Income$835
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Dec 21, 2015
Return Version
2014v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LORI TURNERExec. DirectFT$64,669-$64,669
KEN RITZPresident-$0--
DENNIS DEAHLV. Chair-$0--
KELLY HEILETrustee-$0--
JENNIFER MUENCH-MCELFRESHTrustee-$0--
Filing and Contact Details

Filer

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

Signing Officer

Name
Lori Turner
Title
Executive Director
Phone
5137569657
Signed
2015-12-21
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 CPA
Phone
5138688600
Raw XML Appendix364 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.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt09780
AccountingFeesSchedule/AccountingFeesDetail/Amt16380
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0AUDIT
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt1ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt09780
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt16380
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt023274
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt077146
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt02001-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0VARIOUS
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt042282
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt02015-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt042282
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0FIXED INCOME MUTUAL FUNDS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1ALTERNATIVE INVESTMENTS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt01892496
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1417378
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt01892496
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1417378
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt02834457
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1159613
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt02834457
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1159613
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0CORPORATE STOCKS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1OTHER
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0137072
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt077148
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt042282
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0MISCELLANEOUS INCOME
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd01
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevPartVIIGrp/Desc0SERVICE CONTRACTS
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevPartVIIGrp/RelatedOrExemptFunctionIncmAmt0298134
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0214220
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0340416
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0554636
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt016160
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt016160
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt0435206
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt077148
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt064669
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt064669
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0800
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt023274
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt0137072
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0137072
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0137072
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0835
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0119430
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt05309
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt05309
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0119430
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0149136
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt061641
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt061641
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt0245709
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt029500
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt0275209
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt048222
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt048222
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt0298134
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0298134
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt02580
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt035584
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt038164
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt021953
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt021953
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt0435206
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0466243
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt065084
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0554601
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0214220
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0555436
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0466243
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt065084
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0554601
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt077148
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0835
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0124795
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt05135411
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt05134576
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt05010616
IRS990PF/DistributableAmountGrp/Sect4942j3j5FndtnAndFrgnOrgInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptOperatingFoundationsInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/NotApplicableCd0N/A
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RulingLetterDt01971-04-08
IRS990PF/FMVAssetsEOYAmt06128162
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt0679492
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt0621258
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt065241
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt064286
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt065241
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt065241
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt033445
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt027366
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt027366
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt02548170
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt02309874
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt02309874
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt02918526
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt02994070
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt02994070
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt0496288
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt0731022
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt0249641
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt0234734
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt0731022
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/PermanentlyRestrictedBOYAmt04441649
IRS990PF/Form990PFBalanceSheetsGrp/PermanentlyRestrictedEOYAmt04441649
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt0589
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt0589
IRS990PF/Form990PFBalanceSheetsGrp/TemporarilyRestrictedBOYAmt0629622
IRS990PF/Form990PFBalanceSheetsGrp/TemporarilyRestrictedEOYAmt0443560
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt05814068
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt05631874
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt06128162
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0679492
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0621258
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt05814068
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt05631874
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt05134576
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt05010616
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt063305
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt0125407
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt05415726
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt030406
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt05385320
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt081236
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0266725
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt05334490
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt05415726
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt240.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt264669
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0KEN RITZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1DENNIS DEAHL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2LORI TURNER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3KELLY HEILE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4JENNIFER MUENCH-MCELFRESH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1V. CHAIR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2EXEC. DIRECT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01050 GARDNER ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11050 GARDNER ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt21050 GARNER ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt31050 GARDNER ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt41050 GARDNER ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0HAMILTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1HAMILTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2HAMILTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3HAMILTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4HAMILTON
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/ZIPCd045013
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd145013
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd245013
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd345013
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd445013
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/CurrentYearAmt0266725
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/TotalAmt0858404
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/Year1Amt0260411
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/Year2Amt0158207
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/Year3Amt0173061
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/CurrentYearAmt0226716
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/TotalAmt0729643
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/Year1Amt0221349
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/Year2Amt0134476
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/Year3Amt0147102
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/CurrentYearAmt0466243
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/TotalAmt01715739
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year1Amt0431192
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year2Amt0447296
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year3Amt0371008
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/CurrentYearAmt0466243
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/TotalAmt01715739
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year1Amt0431192
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year2Amt0447296
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year3Amt0371008
IRS990PF/PrivateOperatingFoundationsGrp/Section4942j3Ind0X
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/CurrentYearAmt0177817
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/TotalAmt0683723
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year1Amt0173607
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year2Amt0165444
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year3Amt0166855
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0466243
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0466243
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0466243
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/TransferAstDisqualifiedPrsnInd0false
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/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0LORI TURNER
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01050 GARDNER ROAD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0HAMILTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0OH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd045013
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0OH
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum05137569657
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0true
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
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/Expenses1Amt0466243
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0466243
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0466243
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0466243
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt0408042
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt131627
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt256619
LandEtcSchedule2/LandEtcGrp/BookValueAmt053600
LandEtcSchedule2/LandEtcGrp/BookValueAmt1140326
LandEtcSchedule2/LandEtcGrp/BookValueAmt213035
LandEtcSchedule2/LandEtcGrp/BookValueAmt327773
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0LAND
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt1BUILDINGS
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt2FURNITURE AND FIXTURES
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt3VEHICLES
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt053600
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt1548368
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt244662
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt384392
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt053600
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt1548368
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt244662
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt384392
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0INDIRECT LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt05309
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt05309
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0124795
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0UNREALIZED LOSSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OFFICE RELATED
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3VEHICLE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4GIFTS TO BOYS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5CHILD ALLOWANCE/RECREATION
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6FOOD
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc7MEDICAL EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0196
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt13381
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt210665
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt32456
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt48906
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt521751
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt6867
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0196
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt13381
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt210665
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt32456
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt48906
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt521751
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt6867
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0298134
OtherIncomeSchedule2/OtherIncomeDetail/Desc0SERVICE CONTRACTS
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0298134
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt035584
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt12580
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0TRUSTEE FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1PAYROLL SERVICES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt02580
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt035584
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LORI TURNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05137569657
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-12-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BUNKER HILL HAVEN TRUST
ReturnHeader/Filer/BusinessNameControlTxt0BUNK
ReturnHeader/Filer/EIN0316040522
ReturnHeader/Filer/PhoneNum05137569657
ReturnHeader/Filer/USAddress/AddressLine1Txt01050 GARDNER ROAD
ReturnHeader/Filer/USAddress/CityNm0HAMILTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045013
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/PreparationDt02015-12-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LARRY F WARNER CPA
ReturnHeader/ReturnTs02015-12-21T10:32:01-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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