Civic Intelligence

The James and Angela Hambrick Foundation

990PF • Fiscal year 2016 • EIN 45-1995732

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 06, 2017

Organization Profile
30195 Chagrin Blvd Rm/Ste 250Pepper Pike, OH 44124

(216) 831-4105

Siviq Scores

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

Liabilities / Assets

8th percentile

0.00x

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

2016 filings • $25M-$50M nonprofits • Source year 2016

Liabilities / Revenue

8th percentile

0.00x

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

2016 filings • $25M-$50M nonprofits • Source year 2016

Net Margin

6th percentile

-69%

Higher net margin than 6% of similar nonprofits.

2016 filings • $25M-$50M nonprofits • Source year 2016

Top Officer Pay

15th percentile

$0

Higher top officer pay than 15% of similar nonprofits.

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

2016 filings • $25M-$50M nonprofits • Source year 2016

Asset Growth

54th percentile

3.2%

Faster asset growth than 54% of similar nonprofits.

2016 filings • $25M-$50M nonprofits • Annualized from 2015 to 2016

Revenue Growth

21st percentile

-12%

Faster revenue growth than 21% of similar nonprofits.

2016 filings • $25M-$50M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets8th percentile

Assets

Up

$29,382,103

Up $902,367 (+3.2%) from 2015

Net Assets

Up

$29,382,103

Up $902,367 (+3.2%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue8th percentileNet Margin6th percentile

Revenue

Down

$1,180,975

Down $154,294 (-12%) from 2015

Expenses

Up

$1,999,758

Up $107,291 (+5.7%) from 2015

Net Income

Down

-$818,783

Down $261,585 (-47%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

$60M$40M$20M$0Assets 2011: $21,327,283Liabilities 2011: $02011Assets 2012: $23,393,697Liabilities 2012: $0Net Assets 2012: $23,393,6972012Assets 2013: $30,153,680Liabilities 2013: $02013Assets 2014: $30,661,744Liabilities 2014: $02014Assets 2015: $28,479,736Liabilities 2015: $0Net Assets 2015: $28,479,7362015Assets 2016: $29,382,103Liabilities 2016: $0Net Assets 2016: $29,382,1032016Assets 2017: $38,327,485Liabilities 2017: $0Net Assets 2017: $38,327,4852017Assets 2018: $34,093,671Liabilities 2018: $0Net Assets 2018: $34,093,6712018Assets 2019: $41,003,343Liabilities 2019: $0Net Assets 2019: $41,003,3432019Assets 2020: $28,633,201Liabilities 2020: $0Net Assets 2020: $28,633,2012020Assets 2021: $47,675,714Liabilities 2021: $0Net Assets 2021: $47,675,7142021Assets 2022: $37,657,063Liabilities 2022: $0Net Assets 2022: $37,657,0632022Assets 2023: $39,009,800Liabilities 2023: $0Net Assets 2023: $39,009,8002023Assets 2024: $40,046,475Liabilities 2024: $0Net Assets 2024: $40,046,4752024

Highlighted filing

2016

Assets$29,382,103
Liabilities$0
Net Assets$29,382,103
Open 2016 Filing

Operations Trend

Revenue Growth21st percentile

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

$30M$20M$10M$0-$10MRevenue 2011: $23,420,322Expenses 2011: $96,559Net Income 2011: $23,323,7632011Expenses 2012: $942,5722012Revenue 2013: $5,320,733Expenses 2013: $1,436,072Net Income 2013: $3,884,6612013Revenue 2014: $1,897,069Expenses 2014: $1,479,600Net Income 2014: $417,4692014Revenue 2015: $1,335,269Expenses 2015: $1,892,467Net Income 2015: -$557,1982015Revenue 2016: $1,180,975Expenses 2016: $1,999,758Net Income 2016: -$818,7832016Revenue 2017: $5,888,378Expenses 2017: $2,042,052Net Income 2017: $3,846,3262017Revenue 2018: $3,628,801Expenses 2018: $2,587,826Net Income 2018: $1,040,9752018Revenue 2019: $3,535,376Expenses 2019: $2,541,400Net Income 2019: $993,9762019Revenue 2020: $2,544,416Expenses 2020: $2,748,981Net Income 2020: -$204,5652020Revenue 2021: $9,104,486Expenses 2021: $3,524,268Net Income 2021: $5,580,2182021Revenue 2022: $2,306,598Expenses 2022: $3,440,475Net Income 2022: -$1,133,8772022Revenue 2023: $2,772,163Expenses 2023: $3,521,766Net Income 2023: -$749,6032023Revenue 2024: $5,651,174Expenses 2024: $3,628,143Net Income 2024: $2,023,0312024

Highlighted filing

2016

Revenue$1,180,975
Expenses$1,999,758
Net Income-$818,783
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 6, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay15th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES L HAMBRICKPresidentPT$0--
ANGELA A HAMBRICKVice Preside-$0--
DOUGLAS J SMORAGTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
The James and Angela
EIN
45-1995732
Phone
2168314105
Address
30195 CHAGRIN BLVD RM/STE 250, PEPPER PIKE, OH 44124

Signing Officer

Name
Douglas J Smorag
Title
Treasurer
Phone
2168314105
Signed
2017-11-06

Preparer

Firm
Cm Wealth Advisors
Address
30195 CHAGRIN BLVD STE 250, PEPPER PIKE, OH 44124-5758
Preparer
Douglas J Smorag
Phone
2168319667
Raw XML AppendixShowing 400 of 723 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0CMWA CAPITAL APPREC FUND K1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CMWA CAPITAL APPREC FUND K1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CMWA PRIVATE EQUITY 2011 K1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3CMWA PRIVATE EQUITY 2011 K1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4CMWA DEFENSIVE FUND K1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5CMWA PRIVATE EQUITY 2012 K1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6CMWA PRIVATE EQUITY 2012 K1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7CMWA PRIVATE EQUITY 2014 K1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8CMWA PRIVATE EQUITY 2014 K1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9CMWA PRIVATE EQUITY 2015
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10CMWA PRIVATE EQUITY 2015 K1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11CMWA PRIVATE EQUITY 2016 K1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12CMWA PRIVATE EQUITY 2016 K1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13SEE ATTACHED EXHIBIT A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14SEE ATTACHED EXHIBIT B
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0721643
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-127546
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-818783
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt01721150
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt029382103
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt028479736
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt029382103
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01417800
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01417800
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01417800
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01426590
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt08790
IRS990PF/DistributableAmountGrp/TotalTaxAmt08790
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt028434
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt037224
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt08790
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt028434
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt08790
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt08790
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt037224
IRS990PF/FMVAssetsEOYAmt029389639
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt05816
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt037107
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt037107
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt01484788
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0760836
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0744453
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt061869
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0261692
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0285611
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt026810955
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt027993396
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt027993396
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0116308
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0329072
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0329072
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt028479736
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt029382103
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt029389639
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt028479736
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt029382103
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt028479736
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt029382103
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt028479736
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt029382103
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt028966288
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0202056
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01333779
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0434494
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt027430453
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01426590
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt028531794
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt028966288
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0CM WEALTH ADVISORS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt061202
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0INVESTMENT MGMT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt030195 CHAGRIN BLVD-STE 250
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0PEPPER PIKE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd044124
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
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/PersonNm0JAMES L HAMBRICK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ANGELA A HAMBRICK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2DOUGLAS J SMORAG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt030195 CHAGRIN BLVD-STE 250
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt130195 CHAGRIN BLVD-STE 250
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt230195 CHAGRIN BLVD-STE 250
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0PEPPER PIKE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1PEPPER PIKE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2PEPPER PIKE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd044124
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd144124
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd244124
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt01083980
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt01092770
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt01572899
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt01169181
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt01165573
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0344924
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.037992
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.052206
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.038725
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.045714
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.015324
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt08790
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt028531794
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt030128641
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt030192279
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt025497033
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt022509316
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt011998223
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt01683409
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.151969
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt01674619
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt01683409
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt08790
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt01683409
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/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/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt030195 CHAGRIN BLVD-STE 250
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0PEPPER PIKE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0OH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd044124
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0OH
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0DOUGLAS J SMORAG
IRS990PF/StatementsRegardingActyGrp/PhoneNum02168314105
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0JAMES L HAMBRICK
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt0900000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt1500000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt0WILD SALMON CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt1FUTURE SCHOOLS
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt0WILD SALMON STRONGHOLD FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt1FRIENDS OF BREAKTHROUGH SCHOOLS
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt0501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt1501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt0721 NW NINTH ST STE300
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt13615 SUPERIORSTE 3103A
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm0PORTLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm1CLEVELAND
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd0OR
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd1OH
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd097209

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$29,382,103
Liabilities
$0
Net assets
$29,382,103
Revenue
$1,180,975
Expenses
$1,999,758
Net income
-$818,783
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$40.0$0.00$40.0$5.65$3.63$2.02
2023Detailed filing. Detailed filing data is available for this year.$39.0$0.00$39.0$2.77$3.52$0.75
2022Detailed filing. Detailed filing data is available for this year.$37.7$0.00$37.7$2.31$3.44$1.13
2021Detailed filing. Detailed filing data is available for this year.$47.7$0.00$47.7$9.10$3.52$5.58
2020Detailed filing. Detailed filing data is available for this year.$28.6$0.00$28.6$2.54$2.75$0.20
2019Detailed filing. Detailed filing data is available for this year.$41.0$0.00$41.0$3.54$2.54$0.99
2018Detailed filing. Detailed filing data is available for this year.$34.1$0.00$34.1$3.63$2.59$1.04
2017Detailed filing. Detailed filing data is available for this year.$38.3$0.00$38.3$5.89$2.04$3.85
2016Detailed filing. Detailed filing data is available for this year.$29.4$0.00$29.4$1.18$2.00$0.82
2015Detailed filing. Detailed filing data is available for this year.$28.5$0.00$28.5$1.34$1.89$0.56
2014Summary only. Only limited summary data is available for this year.$30.7$0.00$1.90$1.48$0.42
2013Summary only. Only limited summary data is available for this year.$30.2$0.00$5.32$1.44$3.88
2012Detailed filing. Detailed filing data is available for this year.$23.4$0.00$23.4$0.94
2011Summary only. Only limited summary data is available for this year.$21.3$0.00$23.4$0.10$23.3