Civic Intelligence

The Walter E & Ruth K Wright Charitable Foundation Inc

990PF • Fiscal year 2018 • EIN 20-1825157

Jul 01, 2017 to Jun 30, 2018 • Filed on Feb 27, 2019

7553 N Audobon RoadIndianapolis, IN 46250

(317) 849-4736

Siviq Scores

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

Liabilities / Assets

36th percentile

0.00x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

36th percentile

0.00x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Net Margin

99th percentile

99%

Higher net margin than 99% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

67th percentile

$0

Higher top officer pay than 67% of similar nonprofits.

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Asset Growth

87th percentile

31%

Faster asset growth than 87% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

99th percentile

1242%

Faster revenue growth than 99% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2017 to 2018

Assets

Up

$609,076

Up $145,024 (+31%) from 2017

Net Assets

Up

$609,076

Up $145,024 (+31%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$305,375

Up $282,620 (+1242%) from 2017

Expenses

Down

$3,927

Down $23,253 (-86%) from 2017

Net Income

Up

$301,448

Up $305,873 (+6912%) from 2017

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2011: $461,569Liabilities 2011: $02011Assets 2012: $438,985Liabilities 2012: $12012Assets 2013: $457,363Liabilities 2013: $0Net Assets 2013: $457,3632013Assets 2014: $485,707Liabilities 2014: $0Net Assets 2014: $485,7072014Assets 2015: $463,491Liabilities 2015: $0Net Assets 2015: $463,4912015Assets 2016: $451,195Liabilities 2016: $0Net Assets 2016: $451,1952016Assets 2017: $464,052Liabilities 2017: $0Net Assets 2017: $464,0522017Assets 2018: $609,076Liabilities 2018: $0Net Assets 2018: $609,0762018Assets 2019: $822,313Liabilities 2019: $0Net Assets 2019: $822,3132019Assets 2020: $802,485Liabilities 2020: $0Net Assets 2020: $802,4852020Assets 2021: $820,559Liabilities 2021: $0Net Assets 2021: $820,5592021Assets 2022: $824,134Liabilities 2022: $0Net Assets 2022: $824,1342022Assets 2023: $797,562Liabilities 2023: $0Net Assets 2023: $797,5622023Assets 2024: $791,145Liabilities 2024: $0Net Assets 2024: $791,1452024

Highlighted filing

2018

Assets$609,076
Liabilities$0
Net Assets$609,076

Operations Trend

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

$400K$300K$200K$100K$0-$100KRevenue 2011: $13,631Expenses 2011: $24,205Net Income 2011: -$10,5742011Revenue 2012: $6,678Expenses 2012: $25,766Net Income 2012: -$19,0882012Expenses 2013: $25,2802013Revenue 2014: $13,967Expenses 2014: $25,906Net Income 2014: -$11,9392014Revenue 2015: $20,703Expenses 2015: $27,535Net Income 2015: -$6,8322015Revenue 2016: $22,585Expenses 2016: $24,981Net Income 2016: -$2,3962016Revenue 2017: $22,755Expenses 2017: $27,180Net Income 2017: -$4,4252017Revenue 2018: $305,375Expenses 2018: $3,927Net Income 2018: $301,4482018Revenue 2019: $249,819Expenses 2019: $36,582Net Income 2019: $213,2372019Revenue 2020: $31,704Expenses 2020: $51,532Net Income 2020: -$19,8282020Revenue 2021: $75,247Expenses 2021: $57,173Net Income 2021: $18,0742021Revenue 2022: $66,138Expenses 2022: $62,563Net Income 2022: $3,5752022Revenue 2023: $37,042Expenses 2023: $66,414Net Income 2023: -$29,3722023Revenue 2024: $61,559Expenses 2024: $74,196Net Income 2024: -$12,6372024

Highlighted filing

2018

Revenue$305,375
Expenses$3,927
Net Income$301,448
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Feb 27, 2019
Return Version
2017v2.3
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
THOMAS WRIGHTPresident-$0--
DONALD WRIGHTTreasurer-$0--
SUSAN WRIGHTSecretary-$0--
RICHARD WRIGHTDirector-$0--
CAROLYN WRIGHTDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Walter E & Ruth K Wright
EIN
20-1825157
Phone
3178494736
Address
7553 N AUDOBON ROAD, INDIANAPOLIS, IN 46250

Signing Officer

Name
Donald Wright
Title
Treasurer
Phone
3178494736
Signed
2019-02-27
Discuss with paid preparer
Yes

Preparer

Firm
Blue & Co LLC
Address
12800 N MERIDIAN STREET SUITE 400, CARMEL, IN 46032
Preparer
Angela N Crawford CPA
Phone
3178488920
Raw XML Appendix340 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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AppliedToPriorYearElection/ElectionDesc0THE ORGANIZATION IS MAKING THE ELECTION UNDER 53.4942(A)-(D)(2) TO APPLY CURRENT YEAR EXCESS QUALIFYING DISTRIBUTIONS TO PRIOR YEARS.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0287196
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0287498
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0LPL FINANCIAL - COMMON STOCK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0285723
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0LPL FINANCIAL - MUTUAL FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0458791
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt013017
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0THOMAS WRIGHT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1DONALD WRIGHT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2SUSAN WRIGHT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3RICHARD WRIGHT
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt17553 N AUDUBON ROAD
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IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0DONALD WRIGHT
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt07553 N AUDUBON ROAD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0INDIANAPOLIS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd046250
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IN
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum03178494736
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0UNSOLICITED CHARITABLE CONTRIBUTIONS ARE MADE TO VARIOUS UNRELATED EXEMPT ORGANIZATIONS BASED ON DISCUSSION AND AGREEMENT AMONG THE BOARD OF DIRECTORS.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt030964
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0153
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0153
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0153
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0153
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt030811
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0ESTATE OF WALTER WRIGHT
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt07553 N AUDOBON ROAD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0INDIANAPOLIS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0IN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd046250
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0287196
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0287196
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0593.000 SH BOSTON SCIENTIFIC CORP (BSX) COMMON STOCK & 3,142.000 SH ELI LILLY & COMPANY (LLY) COMMON
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02017-12-15
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0156424
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0PRIOR PERIOD ADJUSTMENT - (BASIS ADJUSTMENT)
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03156
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt03156
TaxesSchedule/TaxesDetail/Amt0771
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DONALD WRIGHT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03178494736
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-02-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE WALTER E & RUTH K WRIGHT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0WALT
ReturnHeader/Filer/EIN0201825157
ReturnHeader/Filer/PhoneNum03178494736
ReturnHeader/Filer/USAddress/AddressLine1Txt07553 N AUDOBON ROAD
ReturnHeader/Filer/USAddress/CityNm0INDIANAPOLIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd046250
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId038D9E49CC0CA71BE8938C550DFC6219FF2DB8390
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0165.225.0.109
ReturnHeader/FilingSecurityInformation/IPDt02019-02-27
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm009:38:48
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0351178661
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BLUE & CO LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt012800 N MERIDIAN STREET SUITE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CARMEL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046032
ReturnHeader/PreparerPersonGrp/PhoneNum03178488920
ReturnHeader/PreparerPersonGrp/PreparationDt02019-02-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANGELA N CRAWFORD CPA
ReturnHeader/ReturnTs02019-06-03T08:21:59-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.91$0.00$7.91$0.62$0.74$0.13
2023Detailed filing. Detailed filing data is available for this year.$7.98$0.00$7.98$0.37$0.66$0.29
2022Detailed filing. Detailed filing data is available for this year.$8.24$0.00$8.24$0.66$0.63$0.04
2021Detailed filing. Detailed filing data is available for this year.$8.21$0.00$8.21$0.75$0.57$0.18
2020Detailed filing. Detailed filing data is available for this year.$8.02$0.00$8.02$0.32$0.52$0.20
2019Detailed filing. Detailed filing data is available for this year.$8.22$0.00$8.22$2.50$0.37$2.13
2018Detailed filing. Detailed filing data is available for this year.$6.09$0.00$6.09$3.05$0.04$3.01
2017Detailed filing. Detailed filing data is available for this year.$4.64$0.00$4.64$0.23$0.27$0.04
2016Detailed filing. Detailed filing data is available for this year.$4.51$0.00$4.51$0.23$0.25$0.02
2015Detailed filing. Detailed filing data is available for this year.$4.63$0.00$4.63$0.21$0.28$0.07
2014Detailed filing. Detailed filing data is available for this year.$4.86$0.00$4.86$0.14$0.26$0.12
2013Detailed filing. Detailed filing data is available for this year.$4.57$0.00$4.57$0.25
2012Summary only. Only limited summary data is available for this year.$4.39$0.00$0.07$0.26$0.19
2011Summary only. Only limited summary data is available for this year.$4.62$0.00$0.14$0.24$0.11