Civic Intelligence

The James and Angela Hambrick Foundation

990PF • Fiscal year 2017 • EIN 45-1995732

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 24, 2018

Organization Profile
2000 Auburn Dr Suite 400Beachwood, OH 44122

(216) 831-4105

Siviq Scores

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

Liabilities / Assets

9th percentile

0.00x

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

2017 filings • $25M-$50M nonprofits • Source year 2017

Liabilities / Revenue

9th percentile

0.00x

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

2017 filings • $25M-$50M nonprofits • Source year 2017

Net Margin

93rd percentile

65%

Higher net margin than 93% of similar nonprofits.

2017 filings • $25M-$50M nonprofits • Source year 2017

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.

2017 filings • $25M-$50M nonprofits • Source year 2017

Asset Growth

92nd percentile

30%

Faster asset growth than 92% of similar nonprofits.

2017 filings • $25M-$50M nonprofits • Annualized from 2016 to 2017

Revenue Growth

97th percentile

399%

Faster revenue growth than 97% of similar nonprofits.

2017 filings • $25M-$50M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets9th percentile

Assets

Up

$38,327,485

Up $8,945,382 (+30%) from 2016

Net Assets

Up

$38,327,485

Up $8,945,382 (+30%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue9th percentileNet Margin93rd percentile

Revenue

Up

$5,888,378

Up $4,707,403 (+399%) from 2016

Expenses

Up

$2,042,052

Up $42,294 (+2.1%) from 2016

Net Income

Up

$3,846,326

Up $4,665,109 (+570%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth92nd 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

2017

Assets$38,327,485
Liabilities$0
Net Assets$38,327,485
Open 2017 Filing

Operations Trend

Revenue Growth97th 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

2017

Revenue$5,888,378
Expenses$2,042,052
Net Income$3,846,326
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 24, 2018
Return Version
2017v2.3
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--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantTEXAS A&M UNIVERSITYENDOWED SCHOLARSHIP501(C)(3)COLLEGE STATION, TX, US$500,000
Paid GrantFRIENDS OF BREAKTHROUGH SCHOOLSFUTURE SCHOOLS501(C)(3)CLEVELAND, OH, US$200,000
Paid GrantWILD SALMON STRONGHOLD FUNDWILD SALMON CENTER501(C)(3)PORTLAND, OR, US$200,000
Paid GrantCLEVELAND MUSEUM OF ARTCAPITAL CAMPAIGN501(C) 3CLEVELAND, OH, US$100,000
Paid GrantCLEVELAND MUSEUM OF NATURAL HISTORYCAPITAL CAMPAIGN501(C)3CLEVELAND, OH, US$100,000
Paid GrantLUBRIZOL FOUNDATIONHURRICANE RELIEF501(C)(3)WICKLIFFE, OH, US$100,000
Paid GrantURBAN SQUASH CLEVELANDBUILDING FUND501(C)(3)CLEVELAND, OH, US$100,000
Paid GrantTEXAS A&M UNIVERSITYSCHOLARSHIPS501(C)(3)COLLEGE STATION, TX, US$90,000
Paid GrantCLEVELAND MUSEUM OF NATURAL HISTORYANNUAL FUND501(C)3CLEVELAND, OH, US$35,000
Paid GrantHOPEFUL HORIZONSGENERAL FUND501(C)(3)BEAUFORT, SC, US$25,000
Paid GrantVOCATIONAL GUIDANCE SERVICESANNUAL FUND501 (C) 3CLEVELAND, OH, US$15,000
Paid GrantBOYS AND GIRLS CLUB OF SHELDONGENERAL FUND501(C)(3)SHELDON, SC, US$13,500
Paid GrantWINOUS POINT MARSH CONSERVANCYMARSH CONSERVANCY501(C)3CLEVELAND, OH, US$12,500
Paid GrantBEAUFORT COUNTY PUBLIC LIBRARY FDNENDOWMENT FUND501(C)3BEAUFORT, SC, US$10,000
Paid GrantUS EQUESTRIAN FEDERATIONDISASTER RELIEF FUND501(C)(3)LEXINGTON, KY, US$10,000
Paid GrantUS EVENTING ASSOC AREA VIIGENERAL FUND501(C)(3)SPRINGFIELD, KY, US$10,000
Paid GrantUNITED WAYANNUAL CAMPAIGN501(C)3CHARDON, OH, US$10,000
Paid GrantUNIVERSITY HOSPITALSFIVE STAR SENSATION FUND501(C)(3)CLEVELAND, OH, US$10,000
Paid GrantYOUTH OPPORTUNITIESGENERAL FUND501(C)(3)CLEVELAND, OH, US$10,000
Paid GrantHOPEWELLASSISTED LEARNING PROGRAM501(C)(3)MIDDLEFIELD, OH, US$6,000
Paid GrantAMI KIDS BEAUFORTANNUAL FUND501(C)(3)SEABROOK, SC, US$5,000
Paid GrantCLEVELAND MUSEUM OF ARTANNUAL FUND501(C)3CLEVELAND, OH, US$5,000
Paid GrantESSEX COUNTY COMMMUNITY FDNSUICIDE PREVENTION FUND501(C)(3)DANVERS, MA, US$5,000
Paid GrantHOLY TRINITY CLASSICAL CHRISTIAN SCANNUAL FUND501(C)3BEAUFORT, SC, US$5,000
Paid GrantRAINBOWS EDGE ANIMAL REFUGEANNUAL FUND501C3TILLMAN, SC, US$5,000
Paid GrantRESCUE VILLAGE GEAUGA HUMANEGENERAL FUND501(C)(3)NOVELTY, OH, US$5,000
Paid GrantSHELDON ANIMAL RESCUEANNUAL FUND501(C)3BEAUFORT, SC, US$5,000
Paid GrantFREE WILL BAPTIST CHURCHGENERAL FUND501(C)(3)BRISTOL, TN, US$1,000
Paid GrantHICKORY TREE VOLUNTEER FIRE DEPTGENERAL FUND501(C)(3)BLUFF CITY, TN, US$1,000
Paid GrantRAINBOW BABIES & CHILDRENS HOSPJUMPER CHALLENGE501(C)(3)CLEVELAND, OH, US$1,000
Paid GrantCCA TEXAS SAN JACINTOGENERAL FUND501(C)(3)HOUSTON, TX, US$500
Filing and Contact Details

Filer

Filer Name
The James and Angela
EIN
45-1995732
Phone
2168314105
Address
2000 AUBURN DR SUITE 400, BEACHWOOD, OH 44122

Signing Officer

Name
Douglas J Smorag
Title
Treasurer
Phone
2168314105
Signed
2018-10-24

Preparer

Firm
Cm Wealth Advisors
Address
2000 AUBURN DR STE 400, BEACHWOOD, OH 44122-4327
Preparer
Douglas J Smorag
Phone
2168319667
Raw XML AppendixShowing 400 of 814 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/GainsMinusExcessOrLossesAmt86426
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9499
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1016151
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11-176
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt124757
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt13515
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt14-4358
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0307145
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1878453
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt21321
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt346568
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt46605
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt5489
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt675675
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt71404
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt86426
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt9499
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1016151
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt114757
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt12249167
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt13660133
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
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 K1
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/SoldDt02017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01341474
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0311197
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt03846326
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt05099056
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt038327485
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt029382103
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt038327485
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01603458
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01603458
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01603458
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01618720
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt015262
IRS990PF/DistributableAmountGrp/TotalTaxAmt015262
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt033172
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt038434
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt010000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt015262
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt033172
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt015262
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt015262
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt048434
IRS990PF/FMVAssetsEOYAmt038427178
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt037107
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt03607
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt03607
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0760836
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0261692
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0309509
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0409202
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt027993396
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt034775766
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt034775766
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0329072
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt03238603
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt03238603
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt029382103
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt038327485
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt038427178
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt029382103
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt038327485
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt029382103
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt038327485
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt029382103
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt038327485
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt032867404
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0362063
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0911178
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0493011
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt031594163
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01618720
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt032374393
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt032867404
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0CM WEALTH ADVISORS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt064870
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0INVESTMENT MGMT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt02000 AUBURN DR SUITE 400
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0BEACHWOOD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd044122
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/AddressLine1Txt02000 AUBURN DRIVE STE 400
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt12000 AUBURN DR STE 400
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt22000 AUBURN DR STE 400
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0BEACHWOOD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1BEACHWOOD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2BEACHWOOD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd044122
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd144122
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd244122
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt01363998
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt01379260
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt01674619
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt01572899
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt01169181
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt01165573
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0344924
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.042132
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.058693
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.052206
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.038725
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.045714
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.015324
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt015262
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt032374393
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt028531794
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt030128641
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt030192279
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt025497033
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt022509316
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt01615700
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.210662
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt01600438
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt01615700
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt015262
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt01615700
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/AddressLine1Txt02000 AUBURN DR SUITE 400
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BEACHWOOD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0OH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd044122
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/Amt0500000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt0ENDOWED SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt0TEXAS A&M UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt0501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt0401 GEORGE BUSH DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm0COLLEGE STATION
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd077840
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05000

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$38,327,485
Liabilities
$0
Net assets
$38,327,485
Revenue
$5,888,378
Expenses
$2,042,052
Net income
$3,846,326
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