Bunker Hill Haven Trust

Hamilton, OH
Tax-exempt since Jan. 1968
EIN: 31-6040522

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$979k (2024)

Expenses

$907k (2024)

Total Assets

$7.3M (2024)

Total Liabilities

$108k (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2024

Revenue

$979,219

Expenses

$906,998

Net Income

$72,221

Net Assets

$7,193,013

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$550	0.1%
Interest Revenue	$0
Dividends	$143,671	14.7%
Sales of Assets	$130,898	13.4%
Other Income	$704,100	71.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$725,606	80.0%
Compensation of Officers*	$180,558	19.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,300,564
Total Liabilities	$107,551
Net Assets	$7,193,013

Compensation

Key Employees and Officers	Compensation	Other
Kelly Hansel 61523 To 11124 (Ex. Director)	$72,269	$0
Lori Turner 11123 To Present (Ex. Director)	$68,815	$0
Greg Hull (Trustee)	$39,474	$0
Dennis Deahl (Trustee)	$0	$0
Kelly Heile (Trustee)	$0	$0
Jennifer Muench Mcelfresh (Trustee)	$0	$0

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990-PF

Filed on Feb. 18, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2023

Revenue

$745,675

Expenses

$830,145

Net Income

-$84,470

Net Assets

$6,445,453

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$610	0.1%
Interest Revenue	$0
Dividends	$140,649	18.9%
Sales of Assets	$23,099	3.1%
Other Income	$581,317	78.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$889,817	> 100%
Compensation of Officers*	$126,477	15.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,605,678
Total Liabilities	$160,225
Net Assets	$6,445,453

Compensation

Key Employees and Officers	Compensation	Other
Lori Turner (Exec. Direct)	$70,921	$0
Greg Hull (Trustee)	$35,973	$0
Ryan Turrieta (Exec. Direct)	$11,693	$0
Kelly Hansel (Exec. Dir. 3)	$7,890	$0
Dennis Deahl (Trustee)	$0	$0
Kelly Heile (Trustee)	$0	$0
Jennifer Muench Mcelfresh (Trustee)	$0	$0
Parker Frey (Trustee)	$0	$0

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990-PF

Filed on March 28, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2022

Revenue

$900,254

Expenses

$751,305

Net Income

$148,949

Net Assets

$6,044,081

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$26,261	2.9%
Interest Revenue	$0
Dividends	$147,193	16.4%
Sales of Assets	$194,721	21.6%
Other Income	$532,079	59.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$644,303	85.8%
Compensation of Officers*	$117,038	15.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,253,222
Total Liabilities	$209,141
Net Assets	$6,044,081

Compensation

Key Employees and Officers	Compensation	Other
Lori Turner (Exec. Direct)	$84,178	$0
Greg Hull (Trustee)	$32,860	$0
Dennis Deahl (Trustee)	$0	$0
Kelly Heile (Trustee)	$0	$0
Jennifer Muench Mcelfresh (Trustee)	$0	$0

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990-PF

Filed on March 9, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2021

Revenue

$621,245

Expenses

$601,146

Net Income

$20,099

Net Assets

$7,041,410

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,820	0.5%
Interest Revenue	$0
Dividends	$121,060	19.5%
Sales of Assets	$106,333	17.1%
Other Income	$391,032	62.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$466,709	77.6%
Compensation of Officers*	$115,173	19.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,334,723
Total Liabilities	$293,313
Net Assets	$7,041,410

Compensation

Key Employees and Officers	Compensation	Other
Lori Turner (Exec. Direct)	$82,313	$0
Greg Hull (Trustee)	$32,860	$0
Ken Ritz (President)	$0	$0
Dennis Deahl (V. Chair)	$0	$0
Kelly Heile (Trustee)	$0	$0
Jennifer Muench Mcelfresh (Trustee)	$0	$0

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990-PF

Filed on Feb. 23, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2020

Revenue

$620,326

Expenses

$542,255

Net Income

$78,071

Net Assets

$5,675,859

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,381	0.2%
Interest Revenue	$0
Dividends	$120,398	19.4%
Sales of Assets	$128,825	20.8%
Other Income	$369,722	59.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$388,894	71.7%
Compensation of Officers*	$115,817	21.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,000,707
Total Liabilities	$324,848
Net Assets	$5,675,859

Compensation

Key Employees and Officers	Compensation	Other
Lori Turner (Exec. Direct)	$82,850	$0
Greg Hull (Trustee)	$32,967	$0
Ken Ritz (President)	$0	$0
Dennis Deahl (V. Chair)	$0	$0
Kelly Heile (Trustee)	$0	$0
Jennifer Muench Mcelfresh (Trustee)	$0	$0

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990-PF

Filed on Feb. 17, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2019

Revenue

$677,621

Expenses

$612,019

Net Income

$65,602

Net Assets

$5,711,058

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$6,150	0.9%
Interest Revenue	$0
Dividends	$130,309	19.2%
Sales of Assets	$82,525	12.2%
Other Income	$458,637	67.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$619,609	> 100%
Compensation of Officers*	$110,730	18.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,110,497
Total Liabilities	$399,439
Net Assets	$5,711,058

Compensation

Key Employees and Officers	Compensation	Other
Lori Turner (Exec. Direct)	$79,730	$0
Greg Hull (Trustee)	$31,000	$0
Ken Ritz (President)	$0	$0
Dennis Deahl (V. Chair)	$0	$0
Kelly Heile (Trustee)	$0	$0
Jennifer Muench Mcelfresh (Trustee)	$0	$0

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990-PF

Filed on Jan. 17, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2018

Revenue

$881,229

Expenses

$606,063

Net Income

$275,166

Net Assets

$5,508,738

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$105,394	12.0%
Sales of Assets	$364,670	41.4%
Other Income	$411,165	46.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$424,740	70.1%
Compensation of Officers*	$71,919	11.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,974,050
Total Liabilities	$465,312
Net Assets	$5,508,738

Compensation

Key Employees and Officers	Compensation	Other
Lori Turner (Exec. Direct)	$71,919	$0
Ken Ritz (President)	$0	$0
Dennis Deahl (V. Chair)	$0	$0
Kelly Heile (Trustee)	$0	$0
Jennifer Muench Mcelfresh (Trustee)	$0	$0

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990-PF

Filed on April 5, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2017

Revenue

$467,095

Expenses

$606,179

Net Income

-$139,084

Net Assets

$5,217,895

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$96,525	20.7%
Sales of Assets	$44,533	9.5%
Other Income	$326,037	69.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$435,334	71.8%
Compensation of Officers*	$67,293	11.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,737,475
Total Liabilities	$519,580
Net Assets	$5,217,895

Compensation

Key Employees and Officers	Compensation	Other
Lori Turner (Exec. Direct)	$67,293	$0
Ken Ritz (President)	$0	$0
Dennis Deahl (V. Chair)	$0	$0
Kelly Heile (Trustee)	$0	$0
Jennifer Muench Mcelfresh (Trustee)	$0	$0

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990-PF

Filed on Dec. 12, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2016

Revenue

$562,521

Expenses

$595,676

Net Income

-$33,155

Net Assets

$4,885,284

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$103,241	18.4%
Sales of Assets	$71,742	12.8%
Other Income	$387,538	68.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$436,477	73.3%
Compensation of Officers*	$65,316	11.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,446,965
Total Liabilities	$561,681
Net Assets	$4,885,284

Compensation

Key Employees and Officers	Compensation	Other
Lori Turner (Exec. Direct)	$65,316	$0
Ken Ritz (President)	$0	$0
Dennis Deahl (V. Chair)	$0	$0
Kelly Heile (Trustee)	$0	$0
Jennifer Muench Mcelfresh (Trustee)	$0	$0

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990-PF

Filed on Dec. 15, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2015

Revenue

$555,436

Expenses

$554,601

Net Income

$835

Net Assets

$5,010,616

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$800	0.1%
Interest Revenue	$0
Dividends	$137,072	24.7%
Sales of Assets	$119,430	21.5%
Other Income	$298,134	53.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$466,243	84.1%
Compensation of Officers*	$64,669	11.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,631,874
Total Liabilities	$621,258
Net Assets	$5,010,616

Compensation

Key Employees and Officers	Compensation	Other
Lori Turner (Exec. Direct)	$64,669	$0
Ken Ritz (President)	$0	$0
Dennis Deahl (V. Chair)	$0	$0
Kelly Heile (Trustee)	$0	$0
Jennifer Muench Mcelfresh (Trustee)	$0	$0

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990-PF

Filed on Dec. 21, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2014

Revenue

$599,959

Expenses

$549,187

Net Income

$50,772

Net Assets

$5,134,576

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,100	0.4%
Interest Revenue	$0
Dividends	$122,568	20.4%
Sales of Assets	$76,246	12.7%
Other Income	$399,045	66.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$431,192	78.5%
Compensation of Officers*	$61,101	11.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,814,068
Total Liabilities	$679,492
Net Assets	$5,134,576

Compensation

Key Employees and Officers	Compensation	Other
Lori Turner (Exec. Direct)	$61,101	$0
Ken Ritz (President)	$0	$0
Dennis Deahl (V. Chair)	$0	$0

990-PF

Filed on Feb. 5, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2013

Revenue

$464,812

Expenses

$530,279

Net Income

-$65,467

Net Assets

$4,594,020

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$271,890	58.5%
Interest Revenue	$0
Dividends	$149,503	32.2%
Sales of Assets	$34,715	7.5%
Other Income	$8,704	1.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$447,296	84.4%
Compensation of Officers*	$85,800	16.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,334,288
Total Liabilities	$740,268
Net Assets	$4,594,020

990-PF

Filed on March 5, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2012

Revenue

$327,420

Expenses

$492,315

Net Income

-$164,895

Net Assets

$4,419,988

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$161,276	49.3%
Interest Revenue	$665	0.2%
Dividends	$170,143	52.0%
Sales of Assets	$0
Other Income	$2,253	0.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$370,445	75.2%
Compensation of Officers*	$83,012	16.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,221,534
Total Liabilities	$801,546
Net Assets	$4,419,988

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2011

Revenue

$689,160

Expenses

$756,315

Net Income

-$67,155

Net Assets

$4,619,364

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$286,602	41.6%
Interest Revenue	$0
Dividends	$216,582	31.4%
Sales of Assets	$182,813	26.5%
Other Income	$3,163	0.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$610,205	80.7%
Compensation of Officers*	$86,600	11.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,493,312
Total Liabilities	$873,948
Net Assets	$4,619,364

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

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Bunker Hill Haven Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $979k (2024)

Expenses $907k (2024)

Total Assets $7.3M (2024)

Total Liabilities $108k (2024)

Tax Filings by Year

Fiscal Year Ending June 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$979k (2024)

Expenses

$907k (2024)

Total Assets

$7.3M (2024)

Total Liabilities

$108k (2024)

Fiscal Year Ending June
2024

Fiscal Year Ending June
2023

Fiscal Year Ending June
2022

Fiscal Year Ending June
2021

Fiscal Year Ending June
2020

Fiscal Year Ending June
2019

Fiscal Year Ending June
2018

Fiscal Year Ending June
2017

Fiscal Year Ending June
2016

Fiscal Year Ending June
2015

Fiscal Year Ending June
2014

Fiscal Year Ending June
2013

Fiscal Year Ending June
2012

Fiscal Year Ending June
2011

Fiscal Year Ending June
2010

Fiscal Year Ending June
2009

Fiscal Year Ending June
2008

Fiscal Year Ending June
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001