Civic Intelligence

David Levinson Trust Dated 10-05-1992 as Amended and Restated

990PF • Fiscal year 2023 • EIN 83-6052929

Jan 01, 2023 to Dec 31, 2023 • Filed on Mar 18, 2024

Organization Profile
PO Box 727Athens, OH 45701

(740) 593-5576

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

3rd percentile

-705%

Higher net margin than 3% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

18th percentile

-26%

Faster asset growth than 18% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

80th percentile

48%

Faster revenue growth than 80% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$433,092

Down $150,116 (-26%) from 2022

Net Assets

Down

$433,092

Down $150,116 (-26%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin3rd percentile

Revenue

Up

$21,287

Up $6,875 (+48%) from 2022

Expenses

Down

$171,403

Down $26,215 (-13%) from 2022

Net Income

Up

-$150,116

Up $33,090 (+18%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,756,323Liabilities 2011: $0Net Assets 2011: $1,756,3232011Assets 2012: $1,697,918Liabilities 2012: $0Net Assets 2012: $1,697,9182012Assets 2013: $1,838,132Liabilities 2013: $0Net Assets 2013: $1,838,1322013Assets 2014: $1,794,222Liabilities 2014: $0Net Assets 2014: $1,752,0502014Assets 2015: $1,678,765Liabilities 2015: $0Net Assets 2015: $1,678,7652015Assets 2016: $1,396,072Liabilities 2016: $0Net Assets 2016: $1,396,0722016Assets 2017: $1,430,937Liabilities 2017: $0Net Assets 2017: $1,430,9372017Assets 2018: $1,031,850Liabilities 2018: $0Net Assets 2018: $1,031,8502018Assets 2019: $678,026Liabilities 2019: $0Net Assets 2019: $678,0262019Assets 2020: $411,246Liabilities 2020: $0Net Assets 2020: $411,2462020Assets 2021: $766,414Liabilities 2021: $0Net Assets 2021: $766,4142021Assets 2022: $583,208Liabilities 2022: $0Net Assets 2022: $583,2082022Assets 2023: $433,092Liabilities 2023: $0Net Assets 2023: $433,0922023Assets 2024: $451,232Liabilities 2024: $0Net Assets 2024: $451,2322024

Highlighted filing

2023

Assets$433,092
Liabilities$0
Net Assets$433,092
Open 2023 Filing

Operations Trend

Revenue Growth80th percentile

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

$400K$200K$0-$200K-$400KExpenses 2011: $158,4052011Expenses 2012: $169,8012012Revenue 2013: $160,038Expenses 2013: $19,824Net Income 2013: $140,2142013Revenue 2014: $119,629Expenses 2014: $205,711Net Income 2014: -$86,0822014Revenue 2015: $57,912Expenses 2015: $204,079Net Income 2015: -$146,1672015Revenue 2016: $52,762Expenses 2016: $129,696Net Income 2016: -$76,9342016Revenue 2017: $80,691Expenses 2017: $150,971Net Income 2017: -$70,2802017Revenue 2018: $75,196Expenses 2018: $207,281Net Income 2018: -$132,0852018Revenue 2019: $47,933Expenses 2019: $333,094Net Income 2019: -$285,1612019Revenue 2020: $74,692Expenses 2020: $341,472Net Income 2020: -$266,7802020Revenue 2021: $69,459Expenses 2021: $198,816Net Income 2021: -$129,3572021Revenue 2022: $14,412Expenses 2022: $197,618Net Income 2022: -$183,2062022Revenue 2023: $21,287Expenses 2023: $171,403Net Income 2023: -$150,1162023Revenue 2024: $26,174Expenses 2024: $8,034Net Income 2024: $18,1402024

Highlighted filing

2023

Revenue$21,287
Expenses$171,403
Net Income-$150,116
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Mar 18, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SCOTT M ROBESucc. Tte-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantAMER COMMITTEE WEIZMANBIOMEDICAL RESEARCHPAIDNEW YORK, NY, US$154,056
Filing and Contact Details

Filer

Filer Name
David Levinson Trust Dated 10592
EIN
83-6052929
Phone
7405935576
Address
PO BOX 727, ATHENS, OH 45701

Signing Officer

Name
Scott M Robe
Title
Succ. Tte
Phone
7405935576
Signed
2024-03-18
Discuss with paid preparer
Yes

Preparer

Firm
Cotner & Company LLC
Address
108 E MAIN ST PO BOX 313, MC ARTHUR, OH 45651-1211
Preparer
Don B Cotner
Phone
7405965126
Raw XML Appendix277 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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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0JP MORGAN - COVERED SALES
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1JP MORGAN - COVERED SALES
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc2SPDR S&P 500 ETF TRUST
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt083410
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt1202299
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt2416
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt083848
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt1204323
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt2865
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt1PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt2PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt02023-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt0438
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt12024
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt2449
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0MORGAN 840-00437 - FIXED INCOME
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt0183115
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt0185919
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0205024
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0300708
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt09515
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1105
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1105
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
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IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0IRS REFUND OF PENALTY
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IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt018376
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0154056
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0154056
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt014261
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt09682
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt014261
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-150116
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0289036
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt028
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt028
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt028
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt02911
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt013765
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt04087
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt04055
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt04087
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt016702
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0645
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt018376
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0154056
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0171403
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IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0433092
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0583208
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0433092
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt028079
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt028079
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt028079
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt028270
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0191
IRS990PF/DistributableAmountGrp/TotalTaxAmt0191
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0191
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0191
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0191
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0191
IRS990PF/FMVAssetsEOYAmt0531580
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0237365
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0183115
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0185919
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0311565
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IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt01461
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IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0583208
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0583208
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IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0574002
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0534386
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt08610
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt028270
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0SCOTT M ROBE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0SUCC. TTE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt014 W WASHINGTON ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0ATHENS
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd045701
IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0154056
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IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0SEE BELOW
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt1SEE BELOW
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt2SEE BELOW
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt3ALL INCOME IS EARMARKED (AFTER PAYMENT OF EXPENSES) FOR CONTRIBUTIONS FOR BIOMEDICAL RESEARCH
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
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IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0false
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0ATHENS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0OH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd045701
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
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IRS990PF/StatementsRegardingActyGrp/PhoneNum07405925576
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
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IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0FUNDS ARE TO BE DISBURSED FOR BIOMEDICAL RESEARCH IN THE FIELD OF CANCER - CURRENTLY ALL ARE MADE TO THE AMERICAN COMMITTEE FOR THE WEIZMANN INSTITUTE OF SCIENCE.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010017
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0286572
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0262161
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0123033
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0941095
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0125977
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0144318
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0122067
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0286572
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0262161
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0154056
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0125977
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01064128
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0938151
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt04055
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt132
OtherIncomeSchedule2/OtherIncomeDetail/Desc0IRS REFUND OF PENALTY
OtherIncomeSchedule2/OtherIncomeDetail/Desc1VALEANT LITIGATION SETTLEMENT
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt04055
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt04055
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt132
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt06786
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt129
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt215
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt38662
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt41210
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0CHASE INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1POSTAGE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2BANK S/C
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt3TRUSTEE FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt4ACCOUNTANT FEES
TaxesSchedule/TaxesDetail/Amt0166
TaxesSchedule/TaxesDetail/Amt1279
TaxesSchedule/TaxesDetail/Amt2200
TaxesSchedule/TaxesDetail/CategoryTxt02022 FORM 990PF EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX WITHHELD
TaxesSchedule/TaxesDetail/CategoryTxt2OHIO ATTORNEY GENERAL FEE
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SCOTT M ROBE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SUCC. TTE
ReturnHeader/BusinessOfficerGrp/PhoneNum07405935576
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-03-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DAVID LEVINSON TRUST DATED 10592
ReturnHeader/Filer/BusinessNameControlTxt0DAVI
ReturnHeader/Filer/EIN0836052929
ReturnHeader/Filer/PhoneNum07405935576
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 727
ReturnHeader/Filer/USAddress/CityNm0ATHENS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045701
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0882266814
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0COTNER & COMPANY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0108 E MAIN ST PO BOX 313
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MC ARTHUR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0456511211
ReturnHeader/PreparerPersonGrp/PhoneNum07405965126
ReturnHeader/PreparerPersonGrp/PreparationDt02024-03-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DON B COTNER
ReturnHeader/ReturnTs02024-03-29T11:43:47-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SCOTT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ROBE
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$433,092
Liabilities
$0
Net assets
$433,092
Revenue
$21,287
Expenses
$171,403
Net income
-$150,116
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$0.03$0.01$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.43$0.00$0.43$0.02$0.17$0.15
2022Detailed filing. Detailed filing data is available for this year.$0.58$0.00$0.58$0.01$0.20$0.18
2021Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$0.07$0.20$0.13
2020Detailed filing. Detailed filing data is available for this year.$0.41$0.00$0.41$0.07$0.34$0.27
2019Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$0.05$0.33$0.29
2018Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.08$0.21$0.13
2017Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.08$0.15$0.07
2016Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.05$0.13$0.08
2015Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.06$0.20$0.15
2014Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.75$0.12$0.21$0.09
2013Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$0.16$0.02$0.14
2012Detailed filing. Detailed filing data is available for this year.$1.70$0.00$1.70$0.17
2011Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$0.16