Civic Intelligence

Emma Leah & Laura Belle Bahmann Fdn

990PF • Fiscal year 2019 • EIN 31-6369498

Jan 01, 2019 to Dec 31, 2019 • Filed on May 08, 2020

Organization Profile
8050 Hosbrook Road Suite 102Cincinnati, OH 45236

(513) 891-3799

Siviq Scores

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

Liabilities / Assets

22nd percentile

0.00x

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

2019 filings • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

21st percentile

0.00x

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

2019 filings • $5M-$10M nonprofits • Source year 2019

Net Margin

17th percentile

-21%

Higher net margin than 17% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

69th percentile

$156,500

Higher top officer pay than 69% of similar nonprofits.

Top officer pay equals 29.6% of source-year revenue.

2019 filings • $5M-$10M nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

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

Source year 2019

Revenue Growth

Score unavailable

No value available

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

Source year 2019

Balance Sheet
Liabilities / Assets22nd percentile

Assets

$7,775,339

No earlier filing loaded for comparison.

Net Assets

$7,775,339

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin17th percentile

Revenue

$528,198

No earlier filing loaded for comparison.

Expenses

$641,361

No earlier filing loaded for comparison.

Net Income

-$113,163

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$10M$5.0M$0Assets 2019: $7,775,339Liabilities 2019: $0Net Assets 2019: $7,775,3392019Assets 2020: $7,545,899Liabilities 2020: $0Net Assets 2020: $7,545,8992020Assets 2021: $8,283,240Liabilities 2021: $0Net Assets 2021: $8,283,2402021Assets 2022: $7,657,004Liabilities 2022: $0Net Assets 2022: $7,657,0042022Assets 2023: $7,571,017Liabilities 2023: $0Net Assets 2023: $7,571,0172023Assets 2024: $7,465,860Liabilities 2024: $0Net Assets 2024: $7,465,8602024

Highlighted filing

2019

Assets$7,775,339
Liabilities$0
Net Assets$7,775,339
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.5M$1.0M$500K$0-$500K-$1.0MRevenue 2019: $528,198Expenses 2019: $641,361Net Income 2019: -$113,1632019Revenue 2020: $311,314Expenses 2020: $540,754Net Income 2020: -$229,4402020Revenue 2021: $1,314,892Expenses 2021: $577,551Net Income 2021: $737,3412021Revenue 2022: -$39,275Expenses 2022: $588,773Net Income 2022: -$628,0482022Revenue 2023: $511,631Expenses 2023: $597,034Net Income 2023: -$85,4032023Revenue 2024: $449,242Expenses 2024: $554,411Net Income 2024: -$105,1692024

Highlighted filing

2019

Revenue$528,198
Expenses$641,361
Net Income-$113,163
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 8, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay69th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN T GATCHExecutive DiFT$156,500-$156,500
LEWIS G GATCHTrusteePT$33,442-$33,442
Filing and Contact Details

Filer

Filer Name
The Bahmann Foundation
EIN
31-6369498
Phone
5138913799
Address
8050 HOSBROOK ROAD SUITE 102, CINCINNATI, OH 45236

Signing Officer

Name
John T Gatch
Title
Executive Director
Phone
5138913799
Signed
2020-05-08
Discuss with paid preparer
Yes

Preparer

Firm
PELFREY & COMPANY CPA'S INC
Address
10855 INDECO DRIVE, CINCINNATI, OH 45241
Preparer
David M Pelfrey CPA
Phone
5137931200
Raw XML AppendixShowing 400 of 787 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/Amt018533
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING & AUDIT FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt011120
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt07413
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt01997-02-21
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt11997-05-27
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt21997-10-09
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt31998-04-18
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt41998-12-01
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt51999-03-01
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt61999-04-12
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt71999-04-22
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt81999-02-09
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt91999-05-13
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt102000-09-15
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt112000-05-05
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt122001-01-08
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt132001-05-17
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt142003-05-19
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt152003-05-19
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt162003-05-19
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt172005-07-11
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt182005-10-05
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt192005-02-13
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt202005-07-11
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt212005-07-11
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt222007-06-15
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt232009-10-12
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt242009-10-12
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt252010-12-10
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt262011-04-11
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt272011-08-18
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt282011-09-28
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt292017-02-13
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt302017-06-09
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt0S/L
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt1S/L
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt2S/L
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt3S/L
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt4S/L
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt5S/L
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt6S/L
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt7S/L
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt8S/L
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt9S/L
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt10S/L
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt11S/L
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt12S/L
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt13S/L
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt14S/L
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt15S/L
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt16S/L
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt17S/L
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt18S/L
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt19S/L
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt20S/L
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt21S/L
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt22S/L
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt23S/L
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt24S/L
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt25S/L
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt26S/L
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt27S/L
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt28S/L
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt29S/L
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt30S/L
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt0769
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt11470
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt2338
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt31225
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt4485
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt5330
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt6667
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt71896
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt83041
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt9400
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt101191
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt113159
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt12600
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt132942
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt14535
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt152547
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt16605
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt171357
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt18129
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt19657
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt20119
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt21339
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt221597
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt231000
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt24906
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt25636
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt267027
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt272331
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt28999
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt292443
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt303649
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt075
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt168
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt264
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt3702
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt4233
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt5100
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt6245
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt7365
DepreciationSchedule/DepreciationPropertyGrp/LifeRt05.0000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt15.0000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt25.0000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt35.0000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt47.0000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt57.0000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt67.0000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt77.0000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt85.0000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt95.0000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt105.0000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt1110.0000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt1210.0000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt135.0000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt1410.0000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt1510.0000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt1610.0000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt1710.0000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt1810.0000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt1910.0000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt2010.0000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt2110.0000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt2210.0000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt2310.0000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt2410.0000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt2510.0000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt2610.0000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt2710.0000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt2810.0000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt2910.0000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt3010.0000
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt0769
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt11470
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt2338
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt31225
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt4485
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt5330
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt6667
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt71896
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt83041
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt9400
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt101191
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt113159
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt12600
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt132942
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt14535
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt152547
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt16605
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt171357
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt18129
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt19657
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt20119
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt21339
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt221597
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt23925
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt24838
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt25514
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt265446
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt271709
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt28724
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt29468
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt30578
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc0EQUIPMENT
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc1EQUIPMENT
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc2EQUIPMENT
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc3EQUIPMENT
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc4EQUIPMENT
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc5EQUIPMENT
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc6EQUIPMENT
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc7EQUIPMENT
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc8EQUIPMENT
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc9EQUIPMENT
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc10EQUIPMENT
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc11EQUIPMENT
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc12EQUIPMENT
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc13EQUIPMENT
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc14COMPUTER MONITOR
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc15APPLE COMPUTER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc16OFFICE FURNITURE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc173 LATERAL FILES
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc18AMISCO JANE CHAIR
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc193 BOOKCASES
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc20FULL LENGTH DOOR
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc21JESPER 3000 DESK
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc22APPLE LC LAPTOP
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc23LAPTOP
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc24WIDEX NOAH LINK DEVICE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc25OFFICE FURNITURE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc26LAPTOP, AUDIOMETER, IPAD
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc27LAPTOP FOR OFFICE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc28MONITOR FOR COMPUTER IN OFFICE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc29LAPTOP COMPUTER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc30STARKEY DIAGNOSTIC EQUIPMENT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt03661138
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt13939490
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt04657125
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt14103677
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0PNC INVESTMENTS-CORPORATE STOCK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1PNC INVESTMENTS-MUTUAL FUNDS
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0268
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0296
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0157450
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt0278715
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt071880
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionAmt018336
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionCd016
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0OTHER MISCELLANEOUS INCOME
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt01817
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd01
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0249483
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0278715
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0528198
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt011120
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt07413
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt018533
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0278715
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0132960
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt056982
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0189942
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0155592
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0155592
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt01852
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0157450
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0157450
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-113163
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt018336
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt018336
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt03440576
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt071880
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt071880
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0278715
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0362301
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt018336
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt022605
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt05651
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt028256
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0115278
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt07183
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0122461
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt01817
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt051205
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt051205
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt037674
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt016146
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt053820
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt0200
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt019500
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt019700
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0475429
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0164080
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0641361
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0526381
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0528198
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0319837
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0164080
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0485769
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt01999967
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt11161526
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2368
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0287086
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-8368
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-3
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0287086
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-8368
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-3
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt02287053
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11153158
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2365
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0STOCKS - SEE ATTACHED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1MUTUAL FUNDS - SEE ATTACHED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2US GOV AGENCIES - SEE ATTACHED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0278715
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-113163
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt07775339
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt07888502
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt07775339
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0379844
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0379844
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0379844
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0383467
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt03623
IRS990PF/DistributableAmountGrp/TotalTaxAmt03623
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt06000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt029616
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt03623
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt025993
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt019993
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt03623
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt03623
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt029616
IRS990PF/FMVAssetsEOYAmt08929604
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt042397
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt012685
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt012685
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt07700692
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt07600628
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt08760802
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt039452
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt045389
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt07789
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt05937
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt07888502
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt07775339
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt02867
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt03015
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt03015
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0134121
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0152806
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0152806
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt07888502
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt07775339
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt08929604
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt07888502
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt07775339
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt07888502
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt07775339
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0636
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0268
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0296
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt07786124
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0138905
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt07647219
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0116792
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0383467
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt07669332
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt07786124
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt085619
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/PersonNm0LORRAINE HACK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0CONSULTANT FEES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt08050 HOSBROOK ROAD SUITE 102
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0CINCINNATI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd045236
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt17.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt0156500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt133442
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JOHN T GATCH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1LEWIS G GATCH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0EXECUTIVE DI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt08050 HOSBROOK ROAD SUITE 102
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt18050 HOSBROOK ROAD SUITE 102
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0CINCINNATI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1CINCINNATI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd045236
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd145236
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0403223
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0406846
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0463813
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0308607
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0484388
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0481296
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0474091
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.052576
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.054097
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.036294
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.060597
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.056702
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.055190
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt03623
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt07669332
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt08573714
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt08503088
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt07993584
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt08488221
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt08590119
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0475429
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.262880
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0471806
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0475429
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt03623
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0475429
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,775,339
Liabilities
$0
Net assets
$7,775,339
Revenue
$528,198
Expenses
$641,361
Net income
-$113,163
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.47$0.00$7.47$0.45$0.55$0.11
2023Detailed filing. Detailed filing data is available for this year.$7.57$0.00$7.57$0.51$0.60$0.09
2022Detailed filing. Detailed filing data is available for this year.$7.66$0.00$7.66$0.04$0.59$0.63
2021Detailed filing. Detailed filing data is available for this year.$8.28$0.00$8.28$1.31$0.58$0.74
2020Detailed filing. Detailed filing data is available for this year.$7.55$0.00$7.55$0.31$0.54$0.23
2019Detailed filing. Detailed filing data is available for this year.$7.78$0.00$7.78$0.53$0.64$0.11