Civic Intelligence

Louisville Suburban Rotary Charitable Foundation Inc

990EZ • Fiscal year 2016 • EIN 23-7090241

Jul 01, 2015 to Jun 30, 2016 • Filed on Jan 09, 2017

Organization ProfileN/A
9100 SHELBYVILLE RD No 200Louisville, KY 40222

(502) 429-0800

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

98th percentile

94%

Higher net margin than 98% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

93rd percentile

133%

Faster asset growth than 93% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

100th percentile

2441%

Faster revenue growth than 100% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$122,630

Up $69,915 (+133%) from 2015

Net Assets

Up

$122,630

Up $69,915 (+133%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin98th percentile

Revenue

Up

$71,167

Up $68,366 (+2441%) from 2015

Expenses

Up

$4,095

Up $220 (+5.7%) from 2015

Net Income

Up

$67,072

Up $68,146 (+6345%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth93rd percentile

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

$200K$150K$100K$50K$0Assets 2013: $53,404Liabilities 2013: $532Net Assets 2013: $52,8722013Assets 2014: $55,084Liabilities 2014: $0Net Assets 2014: $55,0842014Assets 2015: $52,715Liabilities 2015: $0Net Assets 2015: $52,7152015Assets 2016: $122,630Liabilities 2016: $0Net Assets 2016: $122,6302016Assets 2018: $175,526Liabilities 2018: $0Net Assets 2018: $175,5262018Assets 2019: $177,935Liabilities 2019: $0Net Assets 2019: $177,9352019Assets 2020: $167,581Liabilities 2020: $0Net Assets 2020: $167,5812020Assets 2021: $199,380Liabilities 2021: $111Net Assets 2021: $199,2692021Assets 2022: $180,214Liabilities 2022: $0Net Assets 2022: $180,2142022

Highlighted filing

2016

Assets$122,630
Liabilities$0
Net Assets$122,630
Open 2016 Filing

Operations Trend

Revenue Growth100th percentile

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

$80K$60K$40K$20K$0-$20KRevenue 2013: $7,204Expenses 2013: $10,324Net Income 2013: -$3,1202013Revenue 2014: $5,933Expenses 2014: $6,481Net Income 2014: -$5482014Revenue 2015: $2,801Expenses 2015: $3,875Net Income 2015: -$1,0742015Revenue 2016: $71,167Expenses 2016: $4,095Net Income 2016: $67,0722016Revenue 2018: $25,270Expenses 2018: $26,916Net Income 2018: -$1,6462018Revenue 2019: $24,426Expenses 2019: $21,962Net Income 2019: $2,4642019Revenue 2020: $18,702Expenses 2020: $10,463Net Income 2020: $8,2392020Revenue 2021: $23,425Expenses 2021: $16,464Net Income 2021: $6,9612021Revenue 2022: $22,353Expenses 2022: $18,504Net Income 2022: $3,8492022

Highlighted filing

2016

Revenue$71,167
Expenses$4,095
Net Income$67,072
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Jan 9, 2017
Return Version
2015v3.0
Gross Receipts
$71,167
Mission and Program Overview

Mission

To provide an opportunity in which individuals and/or companies may contribute to an exempt fund to use exclusively for charitable,religious, scientific, literary or educational purposes.

To provide an opportunity in which individuals/companies may contribute to various charities indirectly.

Program Services

DescriptionGrantsExpenses
THE FOUNDATION PROVIDES DONATIONS TO OTHER 501(C)(3) CHARITIES FOR USE IN THEIR CHARITABLE ACTIVITIES$0$3,500
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ARTHUR WISSINGTreasurer-$0--
JOE GOTTBRATHDirector-$0--
THERESE CRUMESSecretary-$0--
JEFF ECHELBERGERPast President-$0--
Filing and Contact Details

Filer

Filer Name
St Matthews Rotary Charitable
EIN
23-7090241
Phone
5024290800
Address
9100 SHELBYVILLE RD No 200, LOUISVILLE, KY 40222

Signing Officer

Name
arthur j wissing
Title
Treasurer
Phone
5024290800
Signed
2017-01-09
Discuss with paid preparer
Yes

Preparer

Firm
Mather & Co CPAs LLC
Address
9100 Shelbyville Road Suite 200, Louisville, KY 40222
Preparer
Arthur J Wissing CPA
Phone
5028932727
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 4 - Other Investment Income

“Description: INTEREST INCOME. Amount: 381. Description: DIVIDEND INCOME. Amount: 1,571. Total Included on Form 990-EZ, line 4: 1,952.”

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity Classification: CHARITABLE. Grantee Name: ACTIVE HEROES MILITARY FAMILY COMMUNITY CENTER. Grantee Address: 8701 OLD BARDSTOWN RD, STE B LOUISVILLE, KY 40291. Grantee Relationship: NONE. Property Description: CASH. Date of Gift: 10/23/15. Amount Given: 3,500.”

Form 990-EZ, Part I, Line 16 - Other Expenses

“Description: BANK & BROKERAGE SERVICE CHARGES. Amount: 150. Description: LICENSES & FIING FEES. Amount: 15. Description: POSTAGE. Amount: 5. Total to Form 990-EZ, line 16: 170.”

Form 990-EZ, Part I, Line 20 - Other Changes in Net Assets

“Description: NET UNREALIZED APPRECIATION ON SECURITIES. Amount: 2,843.”

Form 990-EZ, Part II, Line 24 - Other Assets

“Description: DEPOSIT IN TRANSIT. Beg. of Year Amount: 0. End of Year Amount: 12,299.”

Raw XML Appendix160 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/AddressChangeInd0X
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0ARTHUR J WISSING
IRS990EZ/BooksInCareOfDetail/PhoneNum05024290800
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt09100 shelbyville rd
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LOUISVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0KY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd040222
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt052715
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0110331
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt069215
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt067072
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0425
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt052715
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0122630
IRS990EZ/GrantsAndSimilarAmountsPaidAmt03500
IRS990EZ/GrossReceiptsAmt071167
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt01952
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt052715
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0122630
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt052715
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0122630
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ARTHUR WISSING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOE GOTTBRATH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2THERESE CRUMES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JEFF ECHELBERGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PAST PRESIDENT
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt012299
IRS990EZ/OtherChangesInNetAssetsAmt02843
IRS990EZ/OtherExpensesTotalAmt0170
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE AN OPPORTUNITY IN WHICH INDIVIDUALS/COMPANIES MAY CONTRIBUTE TO VARIOUS CHARITIES INDIRECTLY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE FOUNDATION PROVIDES DONATIONS TO OTHER 501(C)(3) CHARITIES FOR USE IN THEIR CHARITABLE ACTIVITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt03500
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0KY
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt04095
IRS990EZ/TotalProgramServiceExpensesAmt03500
IRS990EZ/TotalRevenueAmt071167
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationOtherDesc0CHARITABLE FOUNDATION
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt069215
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0950
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01377
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01521
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02163
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt075226
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01952
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01623
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01493
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01247
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01258
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt07573
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt016278
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.90850
IRS990ScheduleA/PublicSupportPY170Pct00.57420
IRS990ScheduleA/PublicSupportTotal170Amt075226
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt069215
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0950
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01377
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01521
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt02163
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt075226
IRS990ScheduleA/TotalSupportAmt082799
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: INTEREST INCOME. Amount: 381. Description: DIVIDEND INCOME. Amount: 1,571. Total Included on Form 990-EZ, line 4: 1,952.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity Classification: CHARITABLE. Grantee Name: ACTIVE HEROES MILITARY FAMILY COMMUNITY CENTER. Grantee Address: 8701 OLD BARDSTOWN RD, STE B LOUISVILLE, KY 40291. Grantee Relationship: NONE. Property Description: CASH. Date of Gift: 10/23/15. Amount Given: 3,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description: BANK & BROKERAGE SERVICE CHARGES. Amount: 150. Description: LICENSES & FIING FEES. Amount: 15. Description: POSTAGE. Amount: 5. Total to Form 990-EZ, line 16: 170.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Description: NET UNREALIZED APPRECIATION ON SECURITIES. Amount: 2,843.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Description: DEPOSIT IN TRANSIT. Beg. of Year Amount: 0. End of Year Amount: 12,299.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 4 - Other Investment Income
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16 - Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 20 - Other Changes in Net Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part II, Line 24 - Other Assets
TransferPrsnlBnftContractsDecl/DeclarationDesc0The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0arthur j wissing
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05024290800
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-01-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ST MATTHEWS ROTARY CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0STMA
ReturnHeader/Filer/EIN0237090241
ReturnHeader/Filer/PhoneNum05024290800
ReturnHeader/Filer/USAddress/AddressLine1Txt09100 SHELBYVILLE RD No 200
ReturnHeader/Filer/USAddress/CityNm0LOUISVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd040222
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0611210177
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Mather & Co CPAs LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09100 Shelbyville Road Suite 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Louisville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd040222
ReturnHeader/PreparerPersonGrp/PhoneNum05028932727
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ARTHUR J WISSING CPA
ReturnHeader/ReturnTs02017-01-10T07:24:34-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$122,630
Liabilities
$0
Net assets
$122,630
Revenue
$71,167
Expenses
$4,095
Net income
$67,072
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.80$0.00$1.80$0.22$0.19$0.04
2021Detailed filing. Detailed filing data is available for this year.$1.99$0.00$1.99$0.23$0.16$0.07
2020Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.19$0.10$0.08
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.78$0.00$1.78$0.24$0.22$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.76$0.00$1.76$0.25$0.27$0.02
2016Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.71$0.04$0.67
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.53$0.00$0.53$0.03$0.04$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.55$0.00$0.55$0.06$0.06$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.53$0.01$0.53$0.07$0.10$0.03