Civic Intelligence

Bunker Hill Haven Trust

990PF • Fiscal year 2021 • EIN 31-6040522

Jul 01, 2020 to Jun 30, 2021 • Filed on Feb 21, 2022

1050 Garner RdHamilton, OH 45013

(513) 756-9657

Siviq Scores

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

Liabilities / Assets

47th percentile

0.04x

Higher debt load relative to assets than 47% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

76th percentile

0.47x

Higher debt load relative to revenue than 76% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Source year 2021

Net Margin

31st percentile

3.2%

Higher net margin than 31% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

48th percentile

$82,313

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 13.2% of source-year revenue.

2021 filings • $5M-$10M nonprofits • Source year 2021

Asset Growth

77th percentile

22%

Faster asset growth than 77% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

31st percentile

0.1%

Faster revenue growth than 31% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Assets

Up

$7,334,723

Up $1,334,016 (+22%) from 2020

Net Assets

Up

$7,041,410

Up $1,365,551 (+24%) from 2020

Liabilities

Down

$293,313

Down $31,535 (-9.7%) from 2020

Revenue

Up

$621,245

Up $919 (+0.1%) from 2020

Expenses

Up

$601,146

Up $58,891 (+11%) from 2020

Net Income

Down

$20,099

Down $57,972 (-74%) from 2020

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

2021

Assets$7,334,723
Liabilities$293,313
Net Assets$7,041,410

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

2021

Revenue$621,245
Expenses$601,146
Net Income$20,099
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Feb 21, 2022
Return Version
2020v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LORI TURNERExec. DirectFT$82,313-$82,313
GREG HULLTrusteePT$32,860-$32,860
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 GARNER RD, HAMILTON, OH 45013

Signing Officer

Name
Greg Hull
Title
Trustee
Phone
5136427046
Signed
2022-02-21
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 Ii CPA
Phone
5138688600
Raw XML Appendix363 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/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/Year2Amt0242645
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/Year3Amt0234490
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/CurrentYearAmt0466709
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/TotalAmt01899952
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year1Amt0388894
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year2Amt0619609
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year3Amt0424740
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/CurrentYearAmt0466709
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/TotalAmt01899952
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year1Amt0388894
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year2Amt0619609
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year3Amt0424740
IRS990PF/PrivateOperatingFoundationsGrp/Section4942j3Ind0X
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/CurrentYearAmt0230153
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/TotalAmt0794170
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year1Amt0189793
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year2Amt0190310
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year3Amt0183914
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0466709
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0466709
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0466709
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
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/IndividualWithBooksNm0GREG HULL
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01050 GARNER 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/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/Expenses1Amt0466709
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/QualifyingDistributionsAmt0466709
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0466709
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0466709
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt0476047
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt147568
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt289863
LandEtcSchedule2/LandEtcGrp/BookValueAmt053600
LandEtcSchedule2/LandEtcGrp/BookValueAmt187691
LandEtcSchedule2/LandEtcGrp/BookValueAmt21484
LandEtcSchedule2/LandEtcGrp/BookValueAmt33851
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0LAND
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt1BUILDINGS
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt2FURNITURE AND FIXTURES
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt3VEHICLES
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt053600
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt1563738
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt249052
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt393714
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt019256
MortgagesAndNotesPayableSch/MortgageAmt0240000
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/Desc6MEDICAL EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc7OFFICE RELATED
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt023708
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt15432
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt22161
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt39266
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt41856
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt5122
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt023708
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt15432
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt22161
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt39266
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt41856
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt5122
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt63151
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0389732
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt11300
OtherIncomeSchedule2/OtherIncomeDetail/Desc0SERVICE CONTRACTS
OtherIncomeSchedule2/OtherIncomeDetail/Desc1RENT
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0389732
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt11300
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01345452
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAIN ON INVESTMENTS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02736
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt118656
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0PAYROLL SERVICES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt018656
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GREG HULL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05136427046
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-02-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BUNKER HILL HAVEN TRUST
ReturnHeader/Filer/BusinessNameControlTxt0BUNK
ReturnHeader/Filer/EIN0316040522
ReturnHeader/Filer/PhoneNum05137569657
ReturnHeader/Filer/USAddress/AddressLine1Txt01050 GARNER RD
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/PreparationDt02022-02-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LARRY F WARNER II CPA
ReturnHeader/ReturnTs02022-02-23T15:47:38-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0GREG
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HULL
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

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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
Peer Organizations

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