Civic Intelligence

The Hunting Valley Foundation

990EZ • Fiscal year 2017 • EIN 46-4185557

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 30, 2018

Organization ProfileN/A
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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

94th percentile

60%

Higher net margin than 94% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

85th percentile

52%

Faster asset growth than 85% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

26th percentile

-17%

Faster revenue growth than 26% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$111,323

Up $38,324 (+52%) from 2016

Net Assets

Up

$111,323

Up $38,324 (+52%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin94th percentile

Revenue

Down

$63,977

Down $12,900 (-17%) from 2016

Expenses

Down

$25,653

Down $5,256 (-17%) from 2016

Net Income

Down

$38,324

Down $7,644 (-17%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth85th percentile

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

2017

Assets$111,323
Liabilities-
Net Assets$111,323
Open 2017 Filing

Operations Trend

Revenue Growth26th percentile

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

2017

Revenue$63,977
Expenses$25,653
Net Income$38,324
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 30, 2018
Return Version
2017v2.3
Gross Receipts
$63,977
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
MONEY WAS USED FOR THE PURPOSE OF OUTFITTING ALL HUNTING VALLEY POLICE CRUISERS WITH CAMERAS$22,400$22,400
MONEY USED FOR GRANT FOR HUNTING VALLEY COMMUNITY CALENDAR$2,000$2,000
BROCHURE WAS PRINTED AND MAILED TO ALL OF HUNTING VALLEY RESIDENTS TO HELP RAISE FUNDS FOR THE HUNTING VALLEY FOUNDATION.-$903
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRIAN F COUGHLINSecretary/Di-$0--
ALICE SAXATreasurer-$0--
CATHY KILBANEDirector-$0--
PETER S HELLMANDirector-$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
2018-04-30

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 10

“Class of activity: government name: the village of hunting valley address: 38251 fairmount hunting valley, oh 44022 cash contribution: 22,400”

Form 990-ez, Part I, Line 16

“Expenses bank service charges 25 ohio filing fee 50 postage stamps 275 total 350”

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.”

Raw XML Appendix179 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0WILLIAM J O'NEILL JR
IRS990EZ/BooksInCareOfDetail/PhoneNum04408930320
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt038155 SOUTH WOODLAND
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0HUNTING VALLEY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd044022
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt072999
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0111323
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt063725
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt038324
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt072999
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0111323
IRS990EZ/GainOrLossFromSaleOfAssetsAmt014
IRS990EZ/GrantsAndSimilarAmountsPaidAmt024400
IRS990EZ/GrossReceiptsAmt063977
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0238
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt072999
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0111323
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt072999
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0111323
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60.20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt70.20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt80.20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt90.20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BRIAN F COUGHLIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ALICE SAXA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CATHY KILBANE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3PETER S HELLMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4WILLIAM J O'NEILL JR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MATTHEW CRAWFORD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6BRUCE A LOESSIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7WILLIAM M WEBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8SCOTT C MUELLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9RICHARD R HOLLINGTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0SECRETARY/DI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PRESIDENT/DI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9EX-OFF, NON
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0350
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
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.
IRS990EZ/PrintingPublicationsPostageAmt0903
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0BROCHURE WAS PRINTED AND MAILED TO ALL OF HUNTING VALLEY RESIDENTS TO HELP RAISE FUNDS FOR THE HUNTING VALLEY FOUNDATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1MONEY WAS USED FOR THE PURPOSE OF OUTFITTING ALL HUNTING VALLEY POLICE CRUISERS WITH CAMERAS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2MONEY USED FOR GRANT FOR HUNTING VALLEY COMMUNITY CALENDAR
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt022400
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt12000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0903
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt122400
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt22000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt014
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt025653
IRS990EZ/TotalProgramServiceExpensesAmt025303
IRS990EZ/TotalRevenueAmt063977
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/GovernmentalEntityInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
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, EDUCATIONAL, SAFETY AND OTHER FUNCTIONS OF, THE VILLAGE OF HUNTING VALLEY, OHIO. DURING 2017, THE PRIMARY SUPPORT PROVIDED WAS THE SIGNIFICANT FUNDING OF THE HUNTING VALLEY POLICE DEPARTMENT CRUISER CAMERAS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION E, LINE 1C
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0346001457
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd06
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt024400
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0VILLAGE OF HUNTING VALLEY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt0LOCAL GOVERNMENT
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt024400
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CLASS OF ACTIVITY: GOVERNMENT NAME: THE VILLAGE OF HUNTING VALLEY ADDRESS: 38251 FAIRMOUNT HUNTING VALLEY, OH 44022 CASH CONTRIBUTION: 22,400
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES BANK SERVICE CHARGES 25 OHIO FILING FEE 50 POSTAGE STAMPS 275 TOTAL 350
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE 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/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM J O'NEILL JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT/DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02168314105
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-30
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/FilingSecurityInformation/AtSubmissionCreationDeviceId06C568BB4D8E493171D6BCD9EDF9095588A43A389
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId094AE8A4CFCE2BECF81DA4A1C55AC276F92C5F244
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.218.121.198
ReturnHeader/FilingSecurityInformation/IPDt02018-05-07
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm012:00:03
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/PreparationDt02018-05-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DOUGLAS J SMORAG
ReturnHeader/ReturnTs02018-05-07T13:00:03-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$111,323
Liabilities
-
Net assets
$111,323
Revenue
$63,977
Expenses
$25,653
Net income
$38,324
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.50$0.07$0.43
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.75$0.00$0.75$0.20$0.01$0.18
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.57$0.00$0.57$0.16$0.05$0.11
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.45$0.00$0.45$0.30$0.10$0.19
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.26$0.00$0.26$0.36$0.33$0.02
2019Summary only. Only limited summary data is available for this year.$0.24$0.00$0.08$0.01$0.07
2018Detailed filing. Detailed filing data is available for this year.$0.17$0.17$0.06$0.00$0.06
2017Detailed filing. Detailed filing data is available for this year.$0.11$0.11$0.06$0.03$0.04
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.07$0.07$0.08$0.03$0.05
2015Detailed filing. Detailed filing data is available for this year.$0.03$0.03$0.01$0.00$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.01$0.01$0.01$0.00$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.01$0.01$0.01$0.00$0.01