Civic Intelligence

Bunker Hill Haven Trust

990PF • Fiscal year 2014 • EIN 31-6040522

Jul 01, 2013 to Jun 30, 2014 • Filed on Feb 04, 2015

Organization Profile

View Organization Page

1050 Gardner Road45013

(513) 756-9657

Siviq Scores

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

Liabilities / Assets

52nd percentile

0.12x

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

2014 filings • $5M-$10M nonprofits • Source year 2014

Liabilities / Revenue

84th percentile

1.13x

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

2014 filings • $5M-$10M nonprofits • Source year 2014

Net Margin

61st percentile

8.5%

Higher net margin than 61% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Source year 2014

Top Officer Pay

36th percentile

$61,101

Higher top officer pay than 36% of similar nonprofits.

Top officer pay equals 10.2% of source-year revenue.

2014 filings • $5M-$10M nonprofits • Source year 2014

Asset Growth

72nd percentile

9.0%

Faster asset growth than 72% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets52nd percentile

Assets

Up

$5,814,068

Up $479,780 (+9.0%) from 2013

Net Assets

Up

$5,134,576

Up $540,556 (+12%) from 2013

Liabilities

Down

$679,492

Down $60,776 (-8.2%) from 2013

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin61st percentile

Revenue

$599,959

No earlier filing loaded for comparison.

Expenses

Up

$549,187

Up $18,908 (+3.6%) from 2013

Net Income

$50,772

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth72nd percentile

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

2014

Assets$5,814,068
Liabilities$679,492
Net Assets$5,134,576
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2014

Revenue$599,959
Expenses$549,187
Net Income$50,772
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Feb 4, 2015
Return Version
2013v4.0
Compensation and Service Providers
Top Officer Pay36th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LORI TURNERExec. DirectFT$61,101-$61,101
KEN RITZPresident-$0--
DENNIS DEAHLV. Chair-$0--
Filing and Contact Details

Filer

EIN
31-6040522
Phone
5137569657

Signing Officer

Name
Lori Turner
Title
Executive Director
Phone
5137569657
Signed
2015-02-04
Discuss with paid preparer
Yes

Preparer

Preparer
Larry F Warner CPA
Phone
5138688600
Raw XML Appendix353 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/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/AddressLine101050 GARDNER ROAD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City0HAMILTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State0OH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode045013
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/Expenses1Amt0431192
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/QualifyingDistributionsAmt0431192
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0431192
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0431192
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt0394382
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt128393
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt250239
LandEtcSchedule2/LandEtcGrp/BookValueAmt053600
LandEtcSchedule2/LandEtcGrp/BookValueAmt1145619
LandEtcSchedule2/LandEtcGrp/BookValueAmt216269
LandEtcSchedule2/LandEtcGrp/BookValueAmt334153
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0LAND
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt1BUILDINGS
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt2FURNITURE AND FIXTURES
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt3VEHICLES
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt053600
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt1540001
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt244662
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt384392
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt08834
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt08834
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/DisbursementsCharitablePrpsAmt01229
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt14794
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt211602
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3986
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt44363
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt523423
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt6824
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01229
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt14794
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt211602
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3986
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt44363
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt523423
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt6824
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0287930
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt11079
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt2110036
OtherIncomeSchedule2/OtherIncomeDetail/Desc0SERVICE CONTRACTS
OtherIncomeSchedule2/OtherIncomeDetail/Desc1MISCELLANEOUS INCOME
OtherIncomeSchedule2/OtherIncomeDetail/Desc2INSURANCE PROCEEDS
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0287930
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt11079
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt2110036
OtherIncreasesSchedule/OtherIncreasesDetail/Amount0489784
OtherIncreasesSchedule/OtherIncreasesDetail/Description0UNREALIZED GAINS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt07024
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt12521
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0TRUSTEE FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1PAYROLL SERVICES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt02521
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt07024
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LORI TURNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05137569657
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-02-04
ReturnHeader/Filer/BusinessName/BusinessNameLine10BUNKER HILL HAVEN TRUST
ReturnHeader/Filer/BusinessNameControlTxt0BUNK
ReturnHeader/Filer/EIN0316040522
ReturnHeader/Filer/PhoneNum05137569657
ReturnHeader/Filer/USAddress/AddressLine101050 GARDNER ROAD
ReturnHeader/Filer/USAddress/City0HAMILTON
ReturnHeader/Filer/USAddress/State0OH
ReturnHeader/Filer/USAddress/ZIPCode045013
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0311452851
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10STEPHENSON AND WARNER INC CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine101502 UNIVERSITY BLVD STE E
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0HAMILTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0450113300
ReturnHeader/PreparerPersonGrp/PhoneNum05138688600
ReturnHeader/PreparerPersonGrp/PreparationDt02015-02-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LARRY F WARNER CPA
ReturnHeader/ReturnTs02015-02-05T12:39:45-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,814,068
Liabilities
$679,492
Net assets
$5,134,576
Revenue
$599,959
Expenses
$549,187
Net income
$50,772
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