Civic Intelligence

Della Selsor Tr UW

990PF • Fiscal year 2010 • EIN 51-0163338

Jan 01, 2010 to Dec 31, 2010 • Filed on Sep 30, 2011

PO Box 148845501
Siviq Scores

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

Liabilities / Assets

21st percentile

0.00x

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

2010 filings • $1M-$5M nonprofits • Source year 2010

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2010

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2010

Top Officer Pay

67th percentile

$0

Higher top officer pay than 67% of similar nonprofits.

2010 filings • $1M-$5M nonprofits • Source year 2010

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2010

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

$3,699,109

No earlier filing loaded for comparison.

Net Assets

$3,699,109

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

-

No earlier filing loaded for comparison.

Expenses

$233,288

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2010: $3,699,109Liabilities 2010: $0Net Assets 2010: $3,699,1092010Assets 2011: $3,615,947Liabilities 2011: $0Net Assets 2011: $3,615,9472011Assets 2012: $3,650,583Liabilities 2012: $0Net Assets 2012: $3,650,5832012Assets 2013: $3,650,994Liabilities 2013: $0Net Assets 2013: $3,650,9942013Assets 2014: $3,779,835Liabilities 2014: $0Net Assets 2014: $3,779,8352014Assets 2015: $3,786,665Liabilities 2015: $0Net Assets 2015: $3,786,6652015Assets 2016: $3,677,605Liabilities 2016: $0Net Assets 2016: $3,677,6052016Assets 2017: $4,645,881Liabilities 2017: $0Net Assets 2017: $4,645,8812017Assets 2018: $4,661,969Liabilities 2018: $0Net Assets 2018: $4,661,9692018Assets 2019: $4,835,681Liabilities 2019: $0Net Assets 2019: $4,835,6812019Assets 2020: $4,524,363Liabilities 2020: $0Net Assets 2020: $4,524,3632020Assets 2021: $4,564,749Liabilities 2021: $0Net Assets 2021: $4,564,7492021Assets 2022: $4,365,313Liabilities 2022: $0Net Assets 2022: $4,365,3132022Assets 2023: $4,356,765Liabilities 2023: $0Net Assets 2023: $4,356,7652023Assets 2024: $4,492,392Liabilities 2024: $0Net Assets 2024: $4,492,3922024

Highlighted filing

2010

Assets$3,699,109
Liabilities$0
Net Assets$3,699,109

Operations Trend

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $233,2882010Expenses 2011: $220,5952011Expenses 2012: $234,2182012Revenue 2013: $255,918Expenses 2013: $255,507Net Income 2013: $4112013Revenue 2014: $369,398Expenses 2014: $240,557Net Income 2014: $128,8412014Revenue 2015: $246,103Expenses 2015: $239,273Net Income 2015: $6,8302015Revenue 2016: $143,756Expenses 2016: $252,816Net Income 2016: -$109,0602016Revenue 2017: $1,231,899Expenses 2017: $263,623Net Income 2017: $968,2762017Revenue 2018: $322,492Expenses 2018: $306,405Net Income 2018: $16,0872018Revenue 2019: $380,233Expenses 2019: $206,521Net Income 2019: $173,7122019Revenue 2020: -$32,035Expenses 2020: $279,283Net Income 2020: -$311,3182020Revenue 2021: $351,393Expenses 2021: $311,007Net Income 2021: $40,3862021Revenue 2022: $107,079Expenses 2022: $306,515Net Income 2022: -$199,4362022Revenue 2023: $285,083Expenses 2023: $293,631Net Income 2023: -$8,5482023Revenue 2024: $428,447Expenses 2024: $292,820Net Income 2024: $135,6272024

Highlighted filing

2010

Revenue-
Expenses$233,288
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2010 to Dec 31, 2010
Signed
Sep 30, 2011
Return Version
2010v3.4
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Walter A WildmanTrustee-$0--
Glenn W CollierTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Approved Future GrantWittenberg UniversityEducationCollegeSpringfield, OH, US$30,000
Paid GrantSpringfield Arts CouncilArtsPublic CharitySpringfield, OH, US$18,750
Paid GrantWittenberg UniversityEducationCollegeSpringfield, OH, US$14,317
Paid GrantClark County Heritage CenterCivicPublic CharitySpringfield, OH, US$10,000
Approved Future GrantSpringfield Family YMCACommunity ServicesPublic CharitySpringfield, OH, US$10,000
Paid GrantClark County Literacy CoalitionCommunity ServicesPublic CharitySpringfield, OH, US$8,500
Paid GrantSpringfield Symphony OrchestraArtsPublic CharitySpringfield, OH, US$8,500
Paid GrantSpringfield Museum of ArtArtsPublic CharitySpringfield, OH, US$8,100
Approved Future GrantClark State FoundationEducationCollegeSpringfield, OH, US$8,000
Paid GrantWestcott House FoundationCivicPublic CharitySpringfield, OH, US$7,300
Paid GrantCommunity Mercy FoundationHealth CareHospitalSpringfield, OH, US$6,100
Paid GrantChoral Arts of SpringfieldArtsPublic CharitySpringfield, OH, US$5,000
Paid GrantNeighborhood Housing Partnership of Greater SpfldCommunity ServicesPublic CharitySpringfield, OH, US$5,000
Paid GrantSpringfield Conservancy DistrictCivicPublic CharitySpringfield, OH, US$5,000
Paid GrantSpringfield Family YMCACommunity ServicesPublic CharitySpringfield, OH, US$5,000
Approved Future GrantSpringfield Arts CouncilArtsPublic CharitySpringfield, OH, US$4,000
Paid GrantJunior AchievementCommunity ServicesPublic CharitySpringfield, OH, US$3,900
Paid GrantSpringfield Alumni FoundationCivicPublic CharitySpringfield, OH, US$3,250
Paid GrantCenter City AssociationCivicPublic CharitySpringfield, OH, US$3,000
Paid GrantCatholic Charities of South Western OhioCommunity ServicesPublic CharitySpringfield, OH, US$2,750
Paid GrantClark County Habitat for HumanityCommunity ServicesPublic CharitySpringfield, OH, US$2,500
Paid GrantCatholic Central SchoolsEducationSchoolSpringfield, OH, US$2,000
Paid GrantClark State FoundationEducationCollegeSpringfield, OH, US$2,000
Paid GrantChildren's Medical Center of DaytonCommunity ServicesHospitalDayton, OH, US$1,500
Paid GrantNational Trail Parks & Recreation DistrictCommunity ServicesPublic CharitySpringfield, OH, US$1,500
Paid GrantPlanned Parenthood of Miami ValleyCommunity ServicesPublic CharitySpringfield, OH, US$1,500
Paid GrantHollandia Botanical GardensCommunity ServicesPublic CharitySpringfield, OH, US$1,330
Paid GrantOesterlen Services for YouthCommunity ServicesPublic CharitySpringfield, OH, US$1,250
Paid GrantChampaign County Arts CouncilArtsPublic CharityUrbana, OH, US$1,000
Paid GrantChampaign County Literacy CouncilCommunity ServicesPublic CharityUrbana, OH, US$1,000
Paid GrantClark Memorial HomeCommunity ServicesPublic CharitySpringfield, OH, US$1,000
Paid GrantClark State Circle of FriendsEducationCollegeSpringfield, OH, US$1,000
Paid GrantCommunity Hospital Health Services FoundationHealth CareHospitalSpringfield, OH, US$1,000
Paid GrantDayton Foundation-Cox Ohio Publishing Newspapers in Education ProgramEducationPublic CharityDayton, OH, US$1,000
Paid GrantGood Samaritan Outreach CenterCommunity ServicesPublic CharitySpringfield, OH, US$1,000
Paid GrantLeadership Clark CountyCivicPublic CharitySpringfield, OH, US$1,000
Paid GrantMad River Theatre WorksArtsPublic CharityWest Liberty, OH, US$1,000
Paid GrantMadison County Historical SocietyCivicPublic CharityLondon, OH, US$1,000
Paid GrantOhio National Road AssociationCivicPublic CharitySpringfield, OH, US$1,000
Paid GrantProject WomanCommunity ServicesPublic CharitySpringfield, OH, US$1,000
Paid GrantWright State UniversityEducationCollegeDayton, OH, US$1,000
Paid GrantClark County 4-HCommunity ServicesPublic CharitySpringfield, OH, US$850
Paid GrantFriends of the Plain City LibraryCommunity ServicesPublic CharityPlain City, OH, US$750
Paid GrantMadison Conservation FoundationCommunity ServicesPublic CharityLondon, OH, US$750
Paid GrantTecumseh Council Boy ScoutsYouthPublic CharitySpringfield, OH, US$750
Paid GrantThe Riding CentreCommunity ServicesPublic CharityYellow Springs, OH, US$750
Paid GrantUnited Way of Clark CountyCommunity ServicesPublic CharitySpringfield, OH, US$700
Paid GrantChampaign County Youth ChoirArtsPublic CharityUrbana, OH, US$500
Paid GrantClark County American Red CrossCommunity ServicesPublic CharitySpringfield, OH, US$500
Paid GrantClark County Retired Teachers AssocEducationPublic CharitySpringfield, OH, US$500
Paid GrantGary Geis School of DanceArtsPublic CharitySpringfield, OH, US$500
Paid GrantJobs & MoreCommunity ServicesPublic CharitySpringfield, OH, US$500
Paid GrantMadison County American Red CrossCommunity ServicesPublic CharityLondon, OH, US$500
Paid GrantOhio Foundation of Independent CollegesEducationPublic CharityColumbus, OH, US$500
Paid GrantOhio Preservation AllianceCivicPublic CharityColumbus, OH, US$500
Paid GrantPlain City Historical SocietyCivicPublic CharityPlain City, OH, US$500
Paid GrantSouth Charleston Community ClubCommunity ServicesPublic CharitySouth Charleston, OH, US$500
Paid GrantSpringfield Peace CenterCommunity ServicesPublic CharitySpringfield, OH, US$500
Paid GrantSteps to Your DreamsCommunity ServicesPublic CharitySouth Charleston, OH, US$500
Paid GrantDayton HistoryCivicPublic CharityDayton, OH, US$400
Paid GrantSpringfield Preservation AllianceCivicPublic CharitySpringfield, OH, US$350
Paid GrantNational MS Society Ohio Valley ChapterCommunity ServicesPublic CharityCincinnati, OH, US$300
Paid GrantRestored Life MinistriesCommunity ServicesPublic CharitySpringfield, OH, US$100
Paid GrantSpringfield Babe Ruth Baseball League IncYouthPublic CharitySpringfield, OH, US$100
Paid GrantSpringfield Civic TheaterArtsPublic CharitySpringfield, OH, US$100
Paid GrantArts Interface Creative GroupArtsPublic CharitySpringfield, OH, US$75
Paid GrantCongressional Youth Arts CompetitionArtsPublic CharityPlain City, OH, US$50
Filing and Contact Details

Filer

EIN
51-0163338
Raw XML AppendixShowing 400 of 1,160 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
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AccountingFeesSchedule/AccountingFees/Category0Audit and tax return preparation fees
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps04249
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome01416
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue01108809
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV01209038
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond0Corporate Bonds
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue01414447
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1100360
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV01896278
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1101080
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0Corporate Stocks
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1Preferred Stock
InvestmentsOtherSchedule2/InvestmentsOther/BookValue0676695
InvestmentsOtherSchedule2/InvestmentsOther/BookValue1232056
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0Mutual Funds
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem1Equities
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV0741627
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV1267100
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV0FMV
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV1FMV
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/RelatedOrExemptFunctionIncome051527
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/RelatedOrExemptFunctionIncome0-150478
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IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-228821
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice02389543
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm0103418
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IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss0-150478
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome0134893
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IRS990PF/BalanceSheets/CapitalStockBOY00
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IRS990PF/BalanceSheets/CashBOY04578
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IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusBOY00
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusEOY00
IRS990PF/BalanceSheets/RetainedEarningsBOY03927930
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IRS990PF/BalanceSheets/TotalAssetsBOY03927930
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IRS990PF/BalanceSheets/TotalAssetsEOYFMV04381865
IRS990PF/BalanceSheets/TotalLiabilitiesBOY00
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IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome0-150478
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis0198961
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis2758428
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02008-12-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12008-05-13
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired22008-05-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired32008-06-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired42008-10-06
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired52008-09-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired62008-04-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired72008-06-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired82009-08-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired92010-02-12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired102008-09-09
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired112010-02-12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired122008-11-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired132010-05-12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired142010-05-12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired152010-05-12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired162008-12-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired172010-05-04
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired182010-02-12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired192008-05-22
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired202010-01-29
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired212010-01-29
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired222010-02-04
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired232009-08-19
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired242010-02-28
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired252010-05-21
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired262008-06-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired272008-05-19
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02010-02-04
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12010-02-11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold22010-02-11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold32010-02-11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold42010-02-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold52010-02-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold62010-03-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold72010-03-29
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold82010-04-19
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold92010-04-19
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold102010-04-30
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold112010-05-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold122010-05-27
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold132010-06-07
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold142010-06-11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold152010-07-28
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold162010-08-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold172010-08-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold182010-08-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold192010-09-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold202010-09-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold212010-09-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold222010-09-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold232010-10-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold242010-10-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold252010-10-27
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold262010-11-30
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold272010-12-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0US Treasury Notes - 200,000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1Petroleo Brasileiro SA - 2000 shs
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2Transocean Ltd - 500 shs
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3Exelon Corp - 800 shs
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4Caterpillar Financial Services - 200,000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset5Walgreen Company - 1300 shs
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset6Apple Computer Inc - 300 shs
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset7Amphenol Corp - 1100 shs
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset8AECOM Technology Corp - 1300 shs
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset9AECOM Technology Corp - 200 shs
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset10Truststreet Properties - 200,000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset11Atwood Oceanics, Inc. - 1200 shs
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset12iShares High Yield Bond Fund - 1400 shs
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset13Touchstone Ultra Short Duration - 5000 shs
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset14Touchstone Ultra Short Duration - 5000 shs
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset15Touchstone Ultra Short Duration - 10000 shs
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset16ConocoPhillips - 200,000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset17Energy Select Sector SPDR - 1,900 shs
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset18Powershares DB Base Metals - 4200 shs
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset19Gilead Sciences Inc - 1200 shs
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset20Mindray Medical Intl Ltd ADR - 1500 shs
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset21Smith & Nephew Group PLC - 1000 shs
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset22JP Morgan Chase - 200,000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset23Pennsylvania Electric Co - 200,000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset24Marvell Technology Group Ltd - 3300 shs
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset25Priceline.com Inc - 200 shs
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset26Entergy Corporation - 600 shs
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset27Mastercard Inc - 200 shs
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice0201874
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired27P
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-228821
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases00
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases00
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal03699109
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY03927930
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY03699109
IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted0206455
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj0206455
IRS990PF/DistributableAmount/DistributableAmountBeforeDed0206455
IRS990PF/DistributableAmount/MinimumInvestmentReturn0207804
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions00
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome01349
IRS990PF/DistributableAmount/TotalTax01349
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear06388
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountToBeRefunded00
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IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment07737
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax01349
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment06388
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax00
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IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments07737
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY04381865
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets04219375
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances0188690
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities04030685
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable063291
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn0207804
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets04156084
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets04219375
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition00.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition10.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0Walter A Wildman
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1Glenn W Collier
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0Trustee
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1Trustee
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10One South Limestone St Suite 8000
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11One South Limestone St Suite 8000
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0Springfield
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1Springfield
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1OH
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode145502
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
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IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.049685
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.053152
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.054901
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.042573
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.043029
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.054768
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax00
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets04156084
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear103959133
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear204742306
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear305472521
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear404886663
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear504815014
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome01349
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions0213236
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear10210434
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear20260357

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.49$0.00$4.49$0.43$0.29$0.14
2023Detailed filing. Detailed filing data is available for this year.$4.36$0.00$4.36$0.29$0.29$0.01
2022Detailed filing. Detailed filing data is available for this year.$4.37$0.00$4.37$0.11$0.31$0.20
2021Detailed filing. Detailed filing data is available for this year.$4.56$0.00$4.56$0.35$0.31$0.04
2020Detailed filing. Detailed filing data is available for this year.$4.52$0.00$4.52$0.03$0.28$0.31
2019Detailed filing. Detailed filing data is available for this year.$4.84$0.00$4.84$0.38$0.21$0.17
2018Detailed filing. Detailed filing data is available for this year.$4.66$0.00$4.66$0.32$0.31$0.02
2017Detailed filing. Detailed filing data is available for this year.$4.65$0.00$4.65$1.23$0.26$0.97
2016Detailed filing. Detailed filing data is available for this year.$3.68$0.00$3.68$0.14$0.25$0.11
2015Detailed filing. Detailed filing data is available for this year.$3.79$0.00$3.79$0.25$0.24$0.01
2014Detailed filing. Detailed filing data is available for this year.$3.78$0.00$3.78$0.37$0.24$0.13
2013Detailed filing. Detailed filing data is available for this year.$3.65$0.00$3.65$0.26$0.26$0.00
2012Detailed filing. Detailed filing data is available for this year.$3.65$0.00$3.65$0.23
2011Detailed filing. Detailed filing data is available for this year.$3.62$0.00$3.62$0.22
2010Detailed filing. Detailed filing data is available for this year.$3.70$0.00$3.70$0.23