Civic Intelligence

The Hunting Valley Foundation

990EZ • Fiscal year 2015 • EIN 46-4185557

Jan 01, 2015 to Dec 31, 2015 • Filed on Mar 17, 2016

38155 South Woodland RdHunting Valley, OH 44022

(216) 831-4105

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2015

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2015

Net Margin

98th percentile

89%

Higher net margin than 98% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

89th percentile

82%

Faster asset growth than 89% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

87th percentile

57%

Faster revenue growth than 87% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Up

$27,031

Up $12,143 (+82%) from 2014

Net Assets

Up

$27,031

Up $12,143 (+82%) from 2014

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$13,600

Up $4,950 (+57%) from 2014

Expenses

Up

$1,457

Up $1,082 (+289%) from 2014

Net Income

Up

$12,143

Up $3,868 (+47%) from 2014

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2013: $6,613Net Assets 2013: $6,6132013Assets 2014: $14,888Net Assets 2014: $14,8882014Assets 2015: $27,031Net Assets 2015: $27,0312015Assets 2016: $72,999Net Assets 2016: $72,9992016Assets 2017: $111,323Net Assets 2017: $111,3232017Assets 2018: $168,012Net Assets 2018: $168,0122018Assets 2019: $237,763Liabilities 2019: $02019Assets 2020: $262,469Liabilities 2020: $0Net Assets 2020: $262,4692020Assets 2021: $453,068Liabilities 2021: $0Net Assets 2021: $453,0682021Assets 2022: $567,371Liabilities 2022: $0Net Assets 2022: $567,3712022Assets 2023: $749,670Liabilities 2023: $0Net Assets 2023: $749,6702023Assets 2024: $1,180,212Liabilities 2024: $0Net Assets 2024: $1,180,2122024

Highlighted filing

2015

Assets$27,031
Liabilities-
Net Assets$27,031

Operations Trend

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

$600K$400K$200K$0Revenue 2013: $10,000Expenses 2013: $3,387Net Income 2013: $6,6132013Revenue 2014: $8,650Expenses 2014: $375Net Income 2014: $8,2752014Revenue 2015: $13,600Expenses 2015: $1,457Net Income 2015: $12,1432015Revenue 2016: $76,877Expenses 2016: $30,909Net Income 2016: $45,9682016Revenue 2017: $63,977Expenses 2017: $25,653Net Income 2017: $38,3242017Revenue 2018: $60,981Expenses 2018: $4,292Net Income 2018: $56,6892018Revenue 2019: $80,567Expenses 2019: $10,816Net Income 2019: $69,7512019Revenue 2020: $355,181Expenses 2020: $330,475Net Income 2020: $24,7062020Revenue 2021: $295,524Expenses 2021: $104,925Net Income 2021: $190,5992021Revenue 2022: $160,286Expenses 2022: $45,983Net Income 2022: $114,3032022Revenue 2023: $196,699Expenses 2023: $14,400Net Income 2023: $182,2992023Revenue 2024: $498,940Expenses 2024: $68,398Net Income 2024: $430,5422024

Highlighted filing

2015

Revenue$13,600
Expenses$1,457
Net Income$12,143
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Mar 17, 2016
Return Version
2015v2.1
Gross Receipts
$13,600
Mission and Program Overview

Mission

The foundation is designed to be a supporting organization for the village of hunting valley. The main purpose is for residents to help fund village operating deficits.

The foundation is designed to be a supporting organization for the village of hunting valley. The main purpose is for residents to voluntarily help fund village infrastructure projects, conservation projects, and other appropriate village projects and activities.

Program Services

DescriptionGrantsExpenses
DURING 2015, THE THIRD YEAR OF OPERATION, NO PROGRAM SERVICES WERE ACCOMPLISHED. BROCHURE WAS PRINTED AND MAILED TO ALL OF HUNTING VALLEY RESIDENTS AND FUND RAISING PLANS DEVELOPED.-$1,403
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRIAN F COUGHLINSecretary/Di-$0--
PETER S HELLMANTreasurer/Di-$0--
WILLIAM J O'NEILL JRPresident/Di-$0--
MATTHEW CRAWFORDDirector-$0--
BRUCE A LOESSINDirector-$0--
WILLIAM M WEBERDirector-$0--
SCOTT C MUELLERDirector-$0--
RICHARD R HOLLINGTONEx-Off, Non-$0--
Filing and Contact Details

Filer

Filer Name
The Hunting Valley Foundation
EIN
46-4185557
Phone
2168314105
Address
38155 SOUTH WOODLAND RD, HUNTING VALLEY, OH 44022

Signing Officer

Name
WILLIAM J O'NEILL JR
Title
President/director
Phone
2168314105
Signed
2016-03-17

Preparer

Firm
Cm Wealth Advisors
Address
30195 CHAGRIN BLVD STE 250, PEPPER PIKE, OH 44124-5758
Preparer
Douglas J Smorag
Phone
2168319667
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses bank service charges 54 total 54

Form 990-ez, Part III

The foundation is designed to be a supporting organization for the village of hunting valley. The main purpose is for residents to voluntarily help fund village infrastructure projects, conservation projects, and other appropriate village projects and activities.

Form 990-ez, Part V, Line 34

Effective november 1, 2015: increased number of foundation voting directors from 3 to 7. Established an advisory committee to be named the "honorary director advisory committee" whose members shall: a-be appointed, from time to time, by the board b-each be appointed to a life term ending at death, resignation or removal c-receive non-confidential board materials d-be invitted to attend board meetings, and to particpate in board discussions, but shall not execercise any power of final decision e-not be entitled to vote on any matters coming before the board, nor to act for the board in any way whatsoever f-not be entitled to attend "executive sessions" of the board absent specific permission granted by the board to attend an individual, specified "executive session" g-have no legal authority to govern the foundation h-not be counted for purposes of determining a quorum at meetings of the board i-be looked to for advice on various matters as these matters may be determined from time to time by the boards, and j-act as "goodwill ambassadors" of the foundation

Raw XML Appendix153 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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IRS990EZ/PrimaryExemptPurposeTxt0THE FOUNDATION IS DESIGNED TO BE A SUPPORTING ORGANIZATION FOR THE VILLAGE OF HUNTING VALLEY. THE MAIN PURPOSE IS FOR RESIDENTS TO VOLUNTARILY HELP FUND VILLAGE INFRASTRUCTURE PROJECTS, CONSERVATION PROJECTS, AND OTHER APPROPRIATE VILLAGE PROJECTS AND ACTIVITIES.
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE HUNTING VALLEY FOUNDATION IS ORGANIZED AND OPERATED FOR CHARITABLE AND EDUCATIONAL PURPOSES EXCLUSIVELY FOR THE BENEFIT AND SUPPORT OF, AND TO CARRY OUT THE CHARITABLE AND EDUCATIONAL FUNCTIONS OF, THE VILLAGE OF HUNTING VALLEY, OHIO.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES BANK SERVICE CHARGES 54 TOTAL 54
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FOUNDATION IS DESIGNED TO BE A SUPPORTING ORGANIZATION FOR THE VILLAGE OF HUNTING VALLEY. THE MAIN PURPOSE IS FOR RESIDENTS TO VOLUNTARILY HELP FUND VILLAGE INFRASTRUCTURE PROJECTS, CONSERVATION PROJECTS, AND OTHER APPROPRIATE VILLAGE PROJECTS AND ACTIVITIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EFFECTIVE NOVEMBER 1, 2015: INCREASED NUMBER OF FOUNDATION VOTING DIRECTORS FROM 3 TO 7. ESTABLISHED AN ADVISORY COMMITTEE TO BE NAMED THE "HONORARY DIRECTOR ADVISORY COMMITTEE" WHOSE MEMBERS SHALL: A-BE APPOINTED, FROM TIME TO TIME, BY THE BOARD B-EACH BE APPOINTED TO A LIFE TERM ENDING AT DEATH, RESIGNATION OR REMOVAL C-RECEIVE NON-CONFIDENTIAL BOARD MATERIALS D-BE INVITTED TO ATTEND BOARD MEETINGS, AND TO PARTICPATE IN BOARD DISCUSSIONS, BUT SHALL NOT EXECERCISE ANY POWER OF FINAL DECISION E-NOT BE ENTITLED TO VOTE ON ANY MATTERS COMING BEFORE THE BOARD, NOR TO ACT FOR THE BOARD IN ANY WAY WHATSOEVER F-NOT BE ENTITLED TO ATTEND "EXECUTIVE SESSIONS" OF THE BOARD ABSENT SPECIFIC PERMISSION GRANTED BY THE BOARD TO ATTEND AN INDIVIDUAL, SPECIFIED "EXECUTIVE SESSION" G-HAVE NO LEGAL AUTHORITY TO GOVERN THE FOUNDATION H-NOT BE COUNTED FOR PURPOSES OF DETERMINING A QUORUM AT MEETINGS OF THE BOARD I-BE LOOKED TO FOR ADVICE ON VARIOUS MATTERS AS THESE MATTERS MAY BE DETERMINED FROM TIME TO TIME BY THE BOARDS, AND J-ACT AS "GOODWILL AMBASSADORS" OF THE FOUNDATION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART V, LINE 34
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM J O'NEILL JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT/DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02168314105
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-03-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE HUNTING VALLEY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HUNT
ReturnHeader/Filer/EIN0464185557
ReturnHeader/Filer/PhoneNum02168314105
ReturnHeader/Filer/USAddress/AddressLine1Txt038155 SOUTH WOODLAND RD
ReturnHeader/Filer/USAddress/CityNm0HUNTING VALLEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd044022
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0341410460
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CM WEALTH ADVISORS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt030195 CHAGRIN BLVD STE 250
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PEPPER PIKE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0441245758
ReturnHeader/PreparerPersonGrp/PhoneNum02168319667
ReturnHeader/PreparerPersonGrp/PreparationDt02016-03-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DOUGLAS J SMORAG
ReturnHeader/ReturnTs02016-03-22T07:29:06-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)3 • <$500k nonprofits