Civic Intelligence

Bernard Mcdonough Foundation Inc.

990PF • Fiscal year 2015 • EIN 55-6023693

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

Organization Profile

View Organization Page

311 Fourth StreetParkerburg, WV 26101

(304) 424-6280

Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

Higher debt load relative to assets than 12% of similar nonprofits.

2015 filings • $25M-$50M nonprofits • Source year 2015

Liabilities / Revenue

12th percentile

0.00x

Higher debt load relative to revenue than 12% of similar nonprofits.

2015 filings • $25M-$50M nonprofits • Source year 2015

Net Margin

2nd percentile

-179%

Higher net margin than 2% of similar nonprofits.

2015 filings • $25M-$50M nonprofits • Source year 2015

Top Officer Pay

29th percentile

$127,633

Higher top officer pay than 29% of similar nonprofits.

Top officer pay equals 18.1% of source-year revenue.

2015 filings • $25M-$50M nonprofits • Source year 2015

Asset Growth

23rd percentile

-3.3%

Faster asset growth than 23% of similar nonprofits.

2015 filings • $25M-$50M nonprofits • Annualized from 2014 to 2015

Revenue Growth

4th percentile

-64%

Faster revenue growth than 4% of similar nonprofits.

2015 filings • $25M-$50M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets12th percentile

Assets

Down

$37,104,238

Down $1,262,718 (-3.3%) from 2014

Net Assets

Down

$37,104,173

Down $1,262,718 (-3.3%) from 2014

Liabilities

Flat

$65

Flat from 2014

Revenue And Expenses
Liabilities / Revenue12th percentileNet Margin2nd percentile

Revenue

Down

$704,479

Down $1,271,006 (-64%) from 2014

Expenses

Up

$1,967,197

Up $98,595 (+5.3%) from 2014

Net Income

Down

-$1,262,718

Down $1,369,601 (-1281%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth23rd percentile

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

$40M$30M$20M$10M$0Assets 2010: $32,485,923Liabilities 2010: $408Net Assets 2010: $32,485,5152010Assets 2011: $31,807,763Liabilities 2011: $748Net Assets 2011: $31,807,0152011Assets 2012: $31,476,752Liabilities 2012: $878Net Assets 2012: $31,475,8742012Assets 2013: $38,271,203Liabilities 2013: $11,195Net Assets 2013: $38,260,0082013Assets 2014: $38,366,956Liabilities 2014: $65Net Assets 2014: $38,366,8912014Assets 2015: $37,104,238Liabilities 2015: $65Net Assets 2015: $37,104,1732015Assets 2016: $32,962,763Liabilities 2016: $521Net Assets 2016: $32,962,2422016Assets 2017: $32,301,155Liabilities 2017: $7,147Net Assets 2017: $32,294,0082017Assets 2018: $31,649,291Liabilities 2018: $637Net Assets 2018: $31,648,6542018Assets 2019: $31,356,509Liabilities 2019: $3,960Net Assets 2019: $31,352,5492019Assets 2020: $31,244,243Liabilities 2020: $613Net Assets 2020: $31,243,6302020Assets 2021: $35,912,826Liabilities 2021: $648Net Assets 2021: $35,912,1782021Assets 2022: $34,776,186Liabilities 2022: $4,534Net Assets 2022: $34,771,6522022Assets 2023: $34,149,418Liabilities 2023: $515Net Assets 2023: $34,148,9032023Assets 2024: $33,986,463Liabilities 2024: $5,467Net Assets 2024: $33,980,9962024

Highlighted filing

2015

Assets$37,104,238
Liabilities$65
Net Assets$37,104,173
Open 2015 Filing

Operations Trend

Revenue Growth4th percentile

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

$10M$5.0M$0-$5.0MExpenses 2010: $1,630,1092010Expenses 2011: $1,718,6162011Expenses 2012: $1,614,8552012Revenue 2013: $8,708,777Expenses 2013: $1,924,643Net Income 2013: $6,784,1342013Revenue 2014: $1,975,485Expenses 2014: $1,868,602Net Income 2014: $106,8832014Revenue 2015: $704,479Expenses 2015: $1,967,197Net Income 2015: -$1,262,7182015Revenue 2016: -$2,408,886Expenses 2016: $1,733,045Net Income 2016: -$4,141,9312016Revenue 2017: $1,078,464Expenses 2017: $1,746,697Net Income 2017: -$668,2332017Revenue 2018: $1,292,840Expenses 2018: $1,906,837Net Income 2018: -$613,9972018Revenue 2019: $1,631,694Expenses 2019: $1,927,798Net Income 2019: -$296,1042019Revenue 2020: $1,884,723Expenses 2020: $1,993,644Net Income 2020: -$108,9212020Revenue 2021: $6,963,939Expenses 2021: $2,295,390Net Income 2021: $4,668,5492021Revenue 2022: $1,141,053Expenses 2022: $2,281,580Net Income 2022: -$1,140,5272022Revenue 2023: $1,701,934Expenses 2023: $2,324,683Net Income 2023: -$622,7492023Revenue 2024: $2,238,667Expenses 2024: $2,406,574Net Income 2024: -$167,9072024

Highlighted filing

2015

Revenue$704,479
Expenses$1,967,197
Net Income-$1,262,718
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 17, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay29th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT W STEPHENSDirectorPT$109,000$18,633$127,633
ROBERT S BOONEPresidentFT$96,250$15,123$111,373
KATRINA VALENTINESecretaryFT$62,316$30,573$92,889
MARY RICCOBENEVice Preside-$0--
FC MCCUSKERTreasurer-$0--
DALE A KNIGHTDirector-$0--
Filing and Contact Details

Filer

Filer Name
Bernard Mcdonough Foundation Inc
EIN
55-6023693
Phone
3044246280
Address
311 FOURTH STREET, PARKERBURG, WV 26101

Signing Officer

Name
Robert S Boone
Title
President
Phone
3044246280
Signed
2016-05-17
Discuss with paid preparer
Yes

Preparer

Firm
Koreski & Estep Pllc
Address
300 STAR AVE STE 314, PARKERSBURG, WV 26101-5460
Preparer
Michael S Koreski CPA
Phone
3049173627
Raw XML AppendixShowing 400 of 1,730 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/GainOrLossAmt1572518
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-22859
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-406
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-9736
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt319666
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt48980
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5-17938
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6-2455
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7-100842
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8-10000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9-24624
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10-89151
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11-389796
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12-2430
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt13-30185
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt14-34008
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1572518
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0100000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1103000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2100000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3228000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4368459
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt5200000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt61752384
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt756251
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt8290000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt9644499
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt10707214
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11268000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1272518
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/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0AQR INTL EQUITY CL I - 10,021.042
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1FUGIO VC FUND IV, LP (SCH K-1)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2DFA INTL SMALL CAL VALUE - 5,589.257
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3ASG MGD FUTURES - 8,097.976
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4DFA US SMALL CAP VALUE - 6,331.852
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5TEMPLETON GLOBAL BD FD - 29,859.057
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6SCHWAB FDMTL INTL LG CO - 22,321.429
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7TEMPLETON GLOBAL BD FD - 142,009.080
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8TEMPLETON FRONTIER MKTS - 4,565.852
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9DFA INTL SMALL CAP VAL - 15,617.124
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10POWERSHARES DB CMMDTY - 43,080.000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11TEMPLETON FRONTIER MKTS - 57,404.500
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12DFA US SMALL CAP VAL - 7,852.622
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13POWERSHARES DB CMMDTY (SCH K-1)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14POWERSHARES DB CMMDTY (SCH K-1)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15FUGIO VC FUND IV, LP (SCH K-1)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02015-01-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12015-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22015-01-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32015-03-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42015-03-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52015-06-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62015-06-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72015-06-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82015-10-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92015-10-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102015-10-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112015-10-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122015-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132015-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142015-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152015-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-185464
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-58529
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-1262718
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt037104173
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt038366891
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt037104173
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01692377
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01692377
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01692377
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01700381
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt08004
IRS990PF/DistributableAmountGrp/TotalTaxAmt08004
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt015000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt040000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt08004
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt031996
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt016996
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt08004
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt08004
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt040000
IRS990PF/FMVAssetsEOYAmt032897231
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt065
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt065
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt073229
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt076557
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt076557
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt08402025
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt06490157
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt05911266
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt025416958
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt023785301
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt020581335
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt040499
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt088105
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt047987
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt047606
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt04037017
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt06465047
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt06088503
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt041212
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt031996
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt031996
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0348528
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0207574
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0207574
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt038366956
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt037104238
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt032897231
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt065
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt065
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt038366956
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt037104238
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt038366891
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt037104173
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt038366891
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt037104173
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt034525510
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0352944
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt034172566
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0517883
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01700381
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt034007627
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt034525510
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt060915
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/PersonNm0FUND EVALUATION GROUP LLC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0INV'T ADVISORY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0201 EAST FIFTH STREET SUITE 1600
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0CINCINNATI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd045202
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt140.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt440.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt0109000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt162316
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt496250
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt018633
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt130573
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt415123
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ROBERT W STEPHENS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1KATRINA VALENTINE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2MARY RICCOBENE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3FC MCCUSKER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4ROBERT S BOONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5DALE A KNIGHT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2VICE PRESIDE

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$37,104,238
Liabilities
$65
Net assets
$37,104,173
Revenue
$704,479
Expenses
$1,967,197
Net income
-$1,262,718
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$34.0$0.01$34.0$2.24$2.41$0.17
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$34.1$0.00$34.1$1.70$2.32$0.62
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$34.8$0.00$34.8$1.14$2.28$1.14
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$35.9$0.00$35.9$6.96$2.30$4.67
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$31.2$0.00$31.2$1.88$1.99$0.11
2019Detailed filing. Detailed filing data is available for this year.$31.4$0.00$31.4$1.63$1.93$0.30
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$31.6$0.00$31.6$1.29$1.91$0.61
2017Detailed filing. Detailed filing data is available for this year.$32.3$0.01$32.3$1.08$1.75$0.67
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$33.0$0.00$33.0$2.41$1.73$4.14
2015Detailed filing. Detailed filing data is available for this year.$37.1$0.00$37.1$0.70$1.97$1.26
2014Detailed filing. Detailed filing data is available for this year.$38.4$0.00$38.4$1.98$1.87$0.11
2013Detailed filing. Detailed filing data is available for this year.$38.3$0.01$38.3$8.71$1.92$6.78
2012Detailed filing. Detailed filing data is available for this year.$31.5$0.00$31.5$1.61
2011Detailed filing. Detailed filing data is available for this year.$31.8$0.00$31.8$1.72
2010Detailed filing. Detailed filing data is available for this year.$32.5$0.00$32.5$1.63