Civic Intelligence

Shelly Family Foundation

EIN 45-1672215 • Newark, OH

Pub. 78 Eligible
581 Country Club Drive DNewark, OH 43055
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

98th percentile

97%

Higher net margin than 98% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

99th percentile

771%

Faster asset growth than 99% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

100th percentile

5609%

Faster revenue growth than 100% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$3,369,247

Up $2,982,605 (+771%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$3,369,247

Up $2,982,605 (+771%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin98th percentile

Revenue

Up

$4,539,498

Up $4,459,987 (+5609%) from 2023

Expenses

Up

$122,452

Up $29,772 (+32%) from 2023

Net Income

Up

$4,417,046

Up $4,430,215 (+33641%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth99th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $270,599Liabilities 2011: $02011Assets 2012: $136,141Liabilities 2012: $0Net Assets 2012: $136,1412012Assets 2013: $621,060Liabilities 2013: $0Net Assets 2013: $621,0602013Assets 2014: $559,137Liabilities 2014: $0Net Assets 2014: $559,1372014Assets 2015: $476,873Liabilities 2015: $0Net Assets 2015: $476,8732015Assets 2016: $484,718Liabilities 2016: $0Net Assets 2016: $484,7182016Assets 2017: $411,680Liabilities 2017: $0Net Assets 2017: $411,6802017Assets 2018: $333,599Liabilities 2018: $0Net Assets 2018: $333,5992018Assets 2019: $233,196Liabilities 2019: $0Net Assets 2019: $233,1962019Assets 2020: $215,012Liabilities 2020: $0Net Assets 2020: $215,0122020Assets 2021: $147,070Liabilities 2021: $0Net Assets 2021: $147,0702021Assets 2022: $590,859Liabilities 2022: $0Net Assets 2022: $590,8592022Assets 2023: $386,642Liabilities 2023: $0Net Assets 2023: $386,6422023Assets 2024: $3,369,247Liabilities 2024: $0Net Assets 2024: $3,369,2472024

Highlighted filing

2024

Assets$3,369,247
Liabilities$0
Net Assets$3,369,247
Open 2024 Filing

Operations Trend

Revenue Growth100th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $298,079Expenses 2011: $27,480Net Income 2011: $270,5992011Expenses 2012: $97,6002012Revenue 2013: $552,499Expenses 2013: $67,580Net Income 2013: $484,9192013Revenue 2014: $36,491Expenses 2014: $98,414Net Income 2014: -$61,9232014Revenue 2015: $16,970Expenses 2015: $104,734Net Income 2015: -$87,7642015Revenue 2016: $107,008Expenses 2016: $107,718Net Income 2016: -$7102016Revenue 2017: $26,484Expenses 2017: $98,154Net Income 2017: -$71,6702017Revenue 2018: $15,929Expenses 2018: $94,010Net Income 2018: -$78,0812018Revenue 2019: $12,937Expenses 2019: $90,743Net Income 2019: -$77,8062019Revenue 2020: $27,118Expenses 2020: $90,853Net Income 2020: -$63,7352020Revenue 2021: $16,614Expenses 2021: $98,300Net Income 2021: -$81,6862021Revenue 2022: $553,550Expenses 2022: $93,738Net Income 2022: $459,8122022Revenue 2023: $79,511Expenses 2023: $92,680Net Income 2023: -$13,1692023Revenue 2024: $4,539,498Expenses 2024: $122,452Net Income 2024: $4,417,0462024

Highlighted filing

2024

Revenue$4,539,498
Expenses$122,452
Net Income$4,417,046
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,369,247
Liabilities
$0
Net assets
$3,369,247
Revenue
$4,539,498
Expenses
$122,452
Net income
$4,417,046
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.37$0.00$3.37$4.54$0.12$4.42
2023Detailed filing. Detailed filing data is available for this year.$0.39$0.00$0.39$0.08$0.09$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.59$0.00$0.59$0.55$0.09$0.46
2021Detailed filing. Detailed filing data is available for this year.$0.15$0.00$0.15$0.02$0.10$0.08
2020Detailed filing. Detailed filing data is available for this year.$0.22$0.00$0.22$0.03$0.09$0.06
2019Detailed filing. Detailed filing data is available for this year.$0.23$0.00$0.23$0.01$0.09$0.08
2018Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$0.02$0.09$0.08
2017Detailed filing. Detailed filing data is available for this year.$0.41$0.00$0.41$0.03$0.10$0.07
2016Detailed filing. Detailed filing data is available for this year.$0.48$0.00$0.48$0.11$0.11$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.48$0.00$0.48$0.02$0.10$0.09
2014Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.56$0.04$0.10$0.06
2013Detailed filing. Detailed filing data is available for this year.$0.62$0.00$0.62$0.55$0.07$0.48
2012Detailed filing. Detailed filing data is available for this year.$0.14$0.00$0.14$0.10
2011Summary only. Only limited summary data is available for this year.$0.27$0.00$0.30$0.03$0.27
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 7, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARK SHELLYPresident-$0--
MADONNA SHELLYTreasurer-$0--
JUDGE LUANN COOPERRIDERSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Shelly Family Foundation
EIN
45-1672215
Phone
7403441871
Address
581 COUNTRY CLUB DRIVE D, NEWARK, OH 43055

Signing Officer

Name
Mark Shelly
Title
President
Phone
7403441871
Signed
2025-11-07
Discuss with paid preparer
Yes

Preparer

Firm
Plante & Moran Pllc
Address
537 E PETE ROSE WAY, CINCINNATI, OH 45202
Preparer
Melanie J Prevost CPA
Phone
5135958800
Raw XML AppendixShowing 400 of 711 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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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt344987
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt353669
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt3614603
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt3714381
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt3814325
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt393719
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt4014260
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt415681
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt427098
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt434827
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt443328
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt454121
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt469038
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt477187
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt4813920
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt493448
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt507034
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt515069
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt529040
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt537027
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt544044
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt552908
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt567157
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt5714699
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt588803
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt595886
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt6011516
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt614025
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt626882
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt638445
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt6410210
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt656856
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt667692
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0232207
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt11429003
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2121178
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt345969
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4192420
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt550785
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6203796
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt70
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0367505
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11537874
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2120423
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt345938
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4191994
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt546883
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6175648
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt75158
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0JPM EQ INC FD - CL I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1SPDR S&P 500 ETF TRUST (SPY)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2ISHARES RUSSELL 2000 ETF (IWM)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3DFA REAL ESTATE SECURITIES PORTFOLIO INSTITUTIONAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4ISHARES TRUST-ISHARES CURRENCY HEDGED MSCI EAFE ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5GQG PARTNERS EMERGING MARKETS EQUITY FUND NSTITUTIONAL (GQGIX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6GS GQG PARTNERS INTERNATIONAL OPPORTUNITIES FU CLASS P (GGIPX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7ACCRUED INCOME
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt00
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt00
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0217264
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0215723
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt03062
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0MOUNT KELLETT CAPITAL PARTNERS ACCESS LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt03062
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt045814
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt01480089
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt01525903
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01525903
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt01486807
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0105338
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0105338
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt03013595
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt043676
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt045814
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt04417046
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt03152759
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt01302
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt01302
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt01480089
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01527785
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt010100
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt02081
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt012181
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0617
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt03631
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0116740
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt02698
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0122452
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01530483
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt04539498
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt011402
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt02698
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt017114
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt034830
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt11631122
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt01085
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11456147
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt329575
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt01085
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11456147
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt329575
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt035915
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt13087269
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt229575
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES - SHORT-TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED SECURITIES - LONG-TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2BOOK GAIN (LOSS)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01486807
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt04417046
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt01436766
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt02325
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt04806013
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0386642
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt03369247
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt086862
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt086862
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt086862
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0108098
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt021236
IRS990PF/DistributableAmountGrp/TotalTaxAmt021236
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01080
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt09000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt021236
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt021236
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt021236
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt011156
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt010080
IRS990PF/FMVAssetsEOYAmt03587599
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt017509
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt02755
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt02755
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0103288
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0842421
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0846249
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0262810
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt02275358
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt02491423
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt03062
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt03062
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0386642
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt03369247
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt03035
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt028387
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt028387
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0386642
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt03369247
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt03587599
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0386642
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt03369247
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0386642
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt03369247
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0217264
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0215723
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02194874
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt035322
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02159552
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt032923
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0108098
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02161951
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02194874
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MARK SHELLY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MADONNA SHELLY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JUDGE LUANN COOPERRIDER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0581 COUNTRY CLUB DRIVE SUITE D
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1581 COUNTRY CLUB DRIVE SUITE D
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2581 COUNTRY CLUB DRIVE SUITE D
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0NEWARK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1NEWARK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2NEWARK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd043055
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd143055
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd243055
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0116740

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