Nonprofit · EIN 93-2806450
BI3 FUND
Tax-exempt · CINCINNATI, OH 45202
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $767,015 | $7,898,013 | -$7,130,998 | $8,781,377 | $7,817,291 | $964,086 |
| June 30, 2024 | 990 | $0 | $0 | $0 | $0 | $0 | $0 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $58,604
- Program service revenue
- $0
- Investment income
- $705,869
- Net gain from sales of assets
- $591,008
- Other revenue
- $2,542
Expenses
- Grants and similar amounts paid
- $7,475,004
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $3,874
- Travel
- $1,907
- Program services (functional)
- $7,850,721
- Management and general (functional)
- $47,292
Balance sheet and other
- Total assets, start of year
- $0
- Total assets, end of year
- $8,781,377
- Total liabilities, end of year
- $7,817,291
- Net assets, end of year
- $964,086
- Publicly traded securities
- $7,625,299
- Net assets without donor restrictions
- $964,086
- Gross receipts
- $2,018,439
- Employees
- 0
- Volunteers
- 15
- Year formed
- 2023
- State of legal domicile
- OH
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| STEVE GRACEY | ASST. SECRETARY Officer | 1 | $0 | $759,998 | $89,778 |
| THOMAS SHOCKLEY MD | TRUSTEE Trustee or director | 1 | $0 | $674,999 | $66,671 |
| MICHAEL CROFTON | ASST. TREASURER Officer | 1 | $0 | $524,900 | $82,006 |
| CHARLES CROWTHER | VP & CHIEF INVEST OFFICER Officer | 1 | $0 | $495,658 | $90,084 |
| JILL MILLER | PRESIDENT & CEO Trustee or director, Officer | 30 | $0 | $373,311 | $108,893 |
| JENNIFER ZIMMERMAN | VP EVALUATION & IMPACT Highest-paid employee | 30 | $0 | $211,424 | $55,024 |
| ZOHAR PERLA | DIR-EVALUATION & LEARNING Highest-paid employee | 30 | $0 | $100,574 | $22,665 |
| JENA BRADLEY | DIR-COMMUNITY PARTNERSHIPS Highest-paid employee | 30 | $0 | $101,728 | $15,456 |
| RANCE DUKE | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| KATHLEEN KELLY | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DAN MOLINA | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JONATHAN NIEMEYER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| MELISSA THOMASSON | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| CHAD REARDON | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| CYNTHIA BOOTH | VICE CHAIR (START 7/24) Trustee or director, Officer | 1 | $0 | $0 | $0 |
8 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BOB COLLINS MD | TRUSTEE (START 7/24) Trustee or director | 1 | $0 |
| QUINT STUDER | TRUSTEE Trustee or director | 1 | $0 |
| DENISE KUPRIONIS | CHAIR (START 7/24) Trustee or director, Officer | 1 | $0 |
| KRISTINE GARRETT | TRUSTEE Trustee or director | 1 | $0 |
| CHRISTINE KUHNS | TRUSTEE Trustee or director | 1 | $0 |
| ERIC KEARNEY | TRUSTEE Trustee or director | 1 | $0 |
| KATHY GRIGG | TRUSTEE Trustee or director | 1 | $0 |
| CAROLYN MICHELI | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 23 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| STEVE GRACEY | ASST. SECRETARY Officer | 1 | $0 | $744,735 | $85,799 |
| THOMAS SHOCKLEY MD | TRUSTEE Trustee or director | 1 | $0 | $589,818 | $74,322 |
| CHARLES CROWTHER | VP & CHIEF INVEST OFFICER Officer | 1 | $0 | $474,752 | $88,255 |
| MICHAEL CROFTON | ASST. TREASURER Officer | 1 | $0 | $464,763 | $76,772 |
| JILL MILLER | PRESIDENT & CEO Trustee or director, Officer | 1 | $0 | $357,358 | $103,500 |
| DAN MOLINA | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| CHAD REARDON | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| BOB COLLINS MD | CHAIRPERSON Trustee or director, Officer | 1 | $0 | $0 | $0 |
| DENISE KUPRIONIS | VICE CHAIRPERSON Trustee or director, Officer | 1 | $0 | $0 | $0 |
| PHILLIP COX | TRUSTEE (END 10/23) Trustee or director | 1 | $0 | $0 | $0 |
| RANCE DUKE | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| WILLIAM TSACALIS | TRUSTEE (END 6/24) Trustee or director | 1 | $0 | $0 | $0 |
| KATHLEEN KELLY | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JONATHAN NIEMEYER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| MELISSA THOMASSON | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| CYNTHIA BOOTH | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| QUINT STUDER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| KRISTINE GARRETT | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| CHRISTINE KUHNS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ERIC KEARNEY | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| KATHY GRIGG | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| CAROLYN MICHELI | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| SCOTT HENDERSON | TRUSTEE (END 8/23) Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 625 EDEN PARK DR 1ST FLOOR, CINCINNATI, OH 45202-6005
- In care of
- % JILL MILLER
- Principal officer (990 for 2024)
- JILL MILLER, 625 EDEN PARK DR 1ST FLOOR, CINCINNATI, OH 45202
- Signed the 990
- MICHAEL CROFTON, VP-FINANCE
- Phone
- (513) 569-6631
- Website
- WWW.BI3.ORG
- Return prepared by
- DELOITTE TAX LLP
Mission
SEE SCHEDULE O
Program accomplishments
- SEE SCHEDULE OExpenses $7,850,721 · grants $7,475,004 · revenue $2,542
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 93-2806450
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2024
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E12)
- Assets (IRS master file)
- $8,781,377
- Income (IRS master file)
- $2,018,439
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $767,015 | $7,898,013 | $8,781,377 | IRS |
| 990 | June 2024 | $0 | $0 | $0 | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 93-2806450).
Questions about BI3 FUND
- What is the EIN of BI3 FUND?
- The employer identification number (EIN) of BI3 FUND is 93-2806450.
- Is BI3 FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2024.
- Are donations to BI3 FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does BI3 FUND file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of BI3 FUND due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BI3 FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of BI3 FUND?
- The 990 for the year ended June 30, 2025 names JILL MILLER.
- Who are the officers and directors of BI3 FUND?
- The 990 for the year ended June 30, 2025 lists 23 people; 0 received compensation from the organization.
- How much revenue does BI3 FUND have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $767,015, expenses of $7,898,013 and total assets of $8,781,377 at year end.
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