Civic Intelligence

The Nancy-Clay Marsteller Charitable Foundation

990PF • Fiscal year 2019 • EIN 34-1603345

May 01, 2018 to Apr 30, 2019 • Filed on Sep 06, 2019

Organization Profile
1375 East Ninth Street 29th FloorCleveland, OH 44114

(216) 928-7540

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

38th percentile

0.00x

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Net Margin

16th percentile

-25%

Higher net margin than 16% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2019 filings • $500k-$1M nonprofits • Source year 2019

Asset Growth

34th percentile

-1.7%

Faster asset growth than 34% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

6th percentile

-50%

Faster revenue growth than 6% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets38th percentile

Assets

Down

$768,184

Down $13,391 (-1.7%) from 2018

Net Assets

Down

$768,184

Down $13,391 (-1.7%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin16th percentile

Revenue

Down

$53,035

Down $52,556 (-50%) from 2018

Expenses

Down

$66,426

Down $23,906 (-26%) from 2018

Net Income

Down

-$13,391

Down $28,650 (-188%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

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

$800K$600K$400K$200K$0Assets 2014: $718,831Liabilities 2014: $0Net Assets 2014: $718,8312014Assets 2015: $772,676Liabilities 2015: $0Net Assets 2015: $772,6762015Assets 2016: $753,757Liabilities 2016: $0Net Assets 2016: $753,7572016Assets 2017: $766,316Liabilities 2017: $0Net Assets 2017: $766,3162017Assets 2018: $781,575Liabilities 2018: $0Net Assets 2018: $781,5752018Assets 2019: $768,184Liabilities 2019: $0Net Assets 2019: $768,1842019Assets 2020: $761,782Liabilities 2020: $0Net Assets 2020: $761,7822020Assets 2021: $635,967Liabilities 2021: $0Net Assets 2021: $635,9672021Assets 2022: $653,881Liabilities 2022: $0Net Assets 2022: $653,8812022Assets 2023: $691,027Liabilities 2023: $0Net Assets 2023: $691,0272023Assets 2024: $716,485Liabilities 2024: $0Net Assets 2024: $716,4852024Assets 2025: $742,542Liabilities 2025: $0Net Assets 2025: $742,5422025

Highlighted filing

2019

Assets$768,184
Liabilities$0
Net Assets$768,184
Open 2019 Filing

Operations Trend

Revenue Growth6th percentile

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

$1.0M$500K$0-$500KRevenue 2014: $36,152Expenses 2014: $46,221Net Income 2014: -$10,0692014Revenue 2015: $111,305Expenses 2015: $57,460Net Income 2015: $53,8452015Revenue 2016: $32,888Expenses 2016: $51,807Net Income 2016: -$18,9192016Revenue 2017: $29,664Expenses 2017: $17,105Net Income 2017: $12,5592017Revenue 2018: $105,591Expenses 2018: $90,332Net Income 2018: $15,2592018Revenue 2019: $53,035Expenses 2019: $66,426Net Income 2019: -$13,3912019Revenue 2020: $35,974Expenses 2020: $42,376Net Income 2020: -$6,4022020Revenue 2021: $35,029Expenses 2021: $517,615Net Income 2021: -$482,5862021Revenue 2022: $25,848Expenses 2022: $7,934Net Income 2022: $17,9142022Revenue 2023: $41,285Expenses 2023: $4,139Net Income 2023: $37,1462023Revenue 2024: $41,746Expenses 2024: $16,288Net Income 2024: $25,4582024Revenue 2025: $47,115Expenses 2025: $21,058Net Income 2025: $26,0572025

Highlighted filing

2019

Revenue$53,035
Expenses$66,426
Net Income-$13,391
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2018 to Apr 30, 2019
Signed
Sep 6, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NANCY-CLAY MARSTELLERPresident-$0--
ALAN M RAUSSSecretary-$0--
MALCOLM P AALDERSTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
The Nancy-clay Marsteller
EIN
34-1603345
Phone
2169287540
Address
1375 EAST NINTH STREET 29TH FLOOR, CLEVELAND, OH 44114

Signing Officer

Name
Alan Rauss
Title
Secretary
Phone
2169287540
Signed
2019-09-06
Discuss with paid preparer
Yes

Preparer

Firm
Bober Markey Fedorovich & Company
Address
600 SUPERIOR AVENUE EAST SUITE 925, CLEVELAND, OH 44114
Preparer
Theodore a Wagner
Phone
2163732500
Raw XML Appendix357 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
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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt04925
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0665059
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt01408330
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0WELLS FARGO
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt032687
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt019947
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
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IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0401
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt066426
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt019947
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt038539
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt019947
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-13391
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0768184
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0781575
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0768184
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt069330
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt069330
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt069330
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt069776
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02139
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0446
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01693
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0446
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02139
IRS990PF/FMVAssetsEOYAmt01511455
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
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IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0122350
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt096040
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01320726
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt021251
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt069776
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01395515
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.10
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0NANCY-CLAY MARSTELLER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ALAN M RAUSS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2MALCOLM P AALDERS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TREASURER
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt129TH FLOOR ONE CLEVELAND CENTER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt22675 ASHLEY ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SHAKER HEIGHTS
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0OH
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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0ALAN RAUSS
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt029TH FLOOR ONE CLEVELAND CENTER
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CLEVELAND
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd044114
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2CLEVELAND PLAY HOUSE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4NEW DIRECTIONS INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5THE HANNA PERKINS CENTER FOR CHILD DEVELOPMENT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt010917 MAGNOLIA DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt111150 EAST BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21901 E 13TH STREET SUITE 200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt311101 MAGNOLIA DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt430800 CHAGRIN BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt519910 MALVERN ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CLEVELAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1CLEVELAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2CLEVELAND
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5SHAKER HEIGHTS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd344106
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
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IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt069330
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt014330
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt020227
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt014330
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt05897
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt05897
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt055000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
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IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt020227
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IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt03501
TaxesSchedule/TaxesDetail/Amt03000
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ALAN RAUSS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum02169287540
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-09-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE NANCY-CLAY MARSTELLER
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0NANC
ReturnHeader/Filer/EIN0341603345
ReturnHeader/Filer/PhoneNum02169287540
ReturnHeader/Filer/USAddress/AddressLine1Txt01375 EAST NINTH STREET 29TH FLOOR
ReturnHeader/Filer/USAddress/CityNm0CLEVELAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd044114
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0D291BF4BE541D73528DE7673D26818A3E50FB0D4
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0E6E22FA03F69DA60778AC5D7FC04722163EEA455
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt038.94.193.178
ReturnHeader/FilingSecurityInformation/IPDt02019-09-06
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm010:47:26
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0341523030
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BOBER MARKEY FEDOROVICH & COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0600 SUPERIOR AVENUE EAST SUITE 925
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CLEVELAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd044114
ReturnHeader/PreparerPersonGrp/PhoneNum02163732500
ReturnHeader/PreparerPersonGrp/PreparationDt02019-09-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THEODORE A WAGNER
ReturnHeader/ReturnTs02019-09-12T06:59:38-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-05-01
ReturnHeader/TaxPeriodEndDt02019-04-30
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$768,184
Liabilities
$0
Net assets
$768,184
Revenue
$53,035
Expenses
$66,426
Net income
-$13,391
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$7.43$0.00$7.43$0.47$0.21$0.26
2024Detailed filing. Detailed filing data is available for this year.$7.16$0.00$7.16$0.42$0.16$0.25
2023Detailed filing. Detailed filing data is available for this year.$6.91$0.00$6.91$0.41$0.04$0.37
2022Detailed filing. Detailed filing data is available for this year.$6.54$0.00$6.54$0.26$0.08$0.18
2021Detailed filing. Detailed filing data is available for this year.$6.36$0.00$6.36$0.35$5.18$4.83
2020Detailed filing. Detailed filing data is available for this year.$7.62$0.00$7.62$0.36$0.42$0.06
2019Detailed filing. Detailed filing data is available for this year.$7.68$0.00$7.68$0.53$0.66$0.13
2018Detailed filing. Detailed filing data is available for this year.$7.82$0.00$7.82$1.06$0.90$0.15
2017Detailed filing. Detailed filing data is available for this year.$7.66$0.00$7.66$0.30$0.17$0.13
2016Detailed filing. Detailed filing data is available for this year.$7.54$0.00$7.54$0.33$0.52$0.19
2015Detailed filing. Detailed filing data is available for this year.$7.73$0.00$7.73$1.11$0.57$0.54
2014Detailed filing. Detailed filing data is available for this year.$7.19$0.00$7.19$0.36$0.46$0.10