Civic Intelligence

The Westhaven Foundation Inc

990 • Fiscal year 2020 • EIN 26-2449732

Jul 01, 2019 to Jun 30, 2020 • Filed on May 13, 2021

Organization ProfileWWW.WESTHAVENFOUNDATION.ORG
188 Front Street No 116-25Franklin, TN 37064

(615) 394-7782

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.07x

Higher debt load relative to assets than 72% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

71st percentile

0.05x

Higher debt load relative to revenue than 71% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

10th percentile

-69%

Higher net margin than 10% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

9th percentile

-46%

Faster asset growth than 9% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

45th percentile

-19%

Faster revenue growth than 45% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Down

$157,876

Down $136,289 (-46%) from 2019

Net Assets

Down

$147,530

Down $146,635 (-50%) from 2019

Liabilities

Up

$10,346

Up $10,346 from 2019

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin10th percentile

Revenue

Down

$211,322

Down $49,750 (-19%) from 2019

Expenses

Up

$357,957

Up $37,584 (+12%) from 2019

Net Income

Down

-$146,635

Down $87,334 (-147%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth9th percentile

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

$400K$300K$200K$100K$0Assets 2010: $68,272Liabilities 2010: $12,931Net Assets 2010: $55,3412010Assets 2012: $156,142Liabilities 2012: $0Net Assets 2012: $156,1422012Assets 2015: $227,398Liabilities 2015: $0Net Assets 2015: $227,3982015Assets 2016: $218,102Liabilities 2016: $0Net Assets 2016: $218,1022016Assets 2017: $298,448Liabilities 2017: $0Net Assets 2017: $298,4482017Assets 2018: $314,275Liabilities 2018: $0Net Assets 2018: $314,2752018Assets 2019: $294,165Liabilities 2019: $0Net Assets 2019: $294,1652019Assets 2020: $157,876Liabilities 2020: $10,346Net Assets 2020: $147,5302020Assets 2021: $227,113Liabilities 2021: $0Net Assets 2021: $227,1132021Assets 2022: $235,284Liabilities 2022: $13,380Net Assets 2022: $221,9042022Assets 2023: $154,677Liabilities 2023: $35,315Net Assets 2023: $119,3622023Assets 2024: $155,743Liabilities 2024: $23,700Net Assets 2024: $132,0432024Assets 2025: $180,578Liabilities 2025: $30,884Net Assets 2025: $149,6942025

Highlighted filing

2020

Assets$157,876
Liabilities$10,346
Net Assets$147,530
Open 2020 Filing

Operations Trend

Revenue Growth45th percentile

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

$600K$400K$200K$0-$200KRevenue 2010: $105,701Expenses 2010: $66,934Net Income 2010: $38,7672010Expenses 2012: $259,4652012Revenue 2015: $322,583Expenses 2015: $281,872Net Income 2015: $40,7112015Revenue 2016: $340,541Expenses 2016: $349,837Net Income 2016: -$9,2962016Revenue 2017: $335,719Expenses 2017: $255,373Net Income 2017: $80,3462017Revenue 2018: $306,991Expenses 2018: $291,164Net Income 2018: $15,8272018Revenue 2019: $261,072Expenses 2019: $320,373Net Income 2019: -$59,3012019Revenue 2020: $211,322Expenses 2020: $357,957Net Income 2020: -$146,6352020Revenue 2021: $167,455Expenses 2021: $150,861Net Income 2021: $16,5942021Revenue 2022: $419,619Expenses 2022: $424,159Net Income 2022: -$4,5402022Revenue 2023: $307,604Expenses 2023: $360,071Net Income 2023: -$52,4672023Revenue 2024: $299,393Expenses 2024: $287,125Net Income 2024: $12,2682024Revenue 2025: $421,040Expenses 2025: $418,234Net Income 2025: $2,8062025

Highlighted filing

2020

Revenue$211,322
Expenses$357,957
Net Income-$146,635
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 13, 2021
Return Version
2019v5.2
Gross Receipts
$211,322
Mission and Program Overview

Mission

The westhaven foundation was designed to nurture a strong sense of community spirit while enhancing the quality of life of westhaven families and the surrounding community. Dedicated to providing quality experiences where neighbors can connect, learn, have fun, and help others, the foundation empowers philanthropy and volunteerism to provide support for programs in areas such as education, cancer and disease research, the arts, and community service. "people helping people" through the foundation has resulted in more than $1 million in charitable giving since inception to impact these programs.

To serve as a leader, catalyst and resource for philanthrophy and education in order to build and enrich civic and community life for the residents of williamson county tennessee.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments-$121,020-
Cash and Non-Interest-Bearing Accounts$294,165$32,635▼ $261,530
Accounts Receivable-$4,221-
Total Assets$294,165$157,876▼ $136,289
Liabilities
Other Liabilities$0$5,738▲ $5,738
Accounts Payable and Accrued Expenses-$4,608-
Total Liabilities$0$10,346▲ $10,346
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$294,165$147,530▼ $146,635
Total Net Assets Fund Balance$294,165$147,530▼ $146,635
Total Liabilities and Net Assets / Fund Balance$294,165$157,876▼ $136,289
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

NameTitle
Jeffery CarsonPresident
Mark MccuthceonVice President
Matthew MagallanesVice President
Barbara WatkinsTrustee
Brooks McdonaldTrustee
Chas MortonTrustee
Dana HardyTrustee
Larry YarboroughTrustee
Shari LacyTrustee
Amy LawSecretary
Jason KaplanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$63,018
Program Service Revenue
$139,585
Investment Income
$0
Other Revenue
$8,719
All Other Contributions
$63,018
Change in Net Assets
$-146,635
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$339,519
Grants and Similar Amounts Paid$18,438
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$30,970$4,642-$35,612
Fees for Services Other-$15,419-$15,419
Other Expenses$13,412--$13,412
Grants to Domestic Orgs$10,438--$10,438
Grants to Domestic Individuals$8,000--$8,000
Fees for Services Accounting-$7,544-$7,544
Insurance-$2,001-$2,001
Conferences and Meetings-$1,185-$1,185
Information Technology$75$1,008-$1,083
Advertising$13--$13
Total Functional Expenses$326,158$31,799$0$357,957
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Other Liabilities$5,738
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Reviewed by management and approved by the board via meeting or electronically prior to submission.”

Form 990, Part VI, Section B, Line 12C

“Conflict of interest policy is reviewed annually and any board member with a conflict of interest cannot vote on the issue”

Form 990, Part VI, Section C, Line 19

“They are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Westhaven Foundation Inc
EIN
26-2449732
Phone
6153947782
Address
188 FRONT STREET NO 116-25, FRANKLIN, TN 37064

Signing Officer

Name
Jeffrey Carson
Title
President
Phone
6153947782
Signed
2021-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeffrey Carson
Formed
2007
Legal Domicile
Tn
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
10

Preparer

Firm
Vonlehman & Company Inc
Address
810 WRIGHTS SUMMIT PARKWAY SUITE, 300, FORT WRIGHT, KY 41011
Preparer
Bryan Pautsch
Phone
8593313300
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IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt038809
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0121020
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0MISC INCOME - 2019 AMOUNT: $ 8,719.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt063018
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0162547
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0271007
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0220206
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0256503
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0973281
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt024122
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt013444
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt029621
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt07815
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt075002
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0148304
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt08719
IRS990ScheduleA/OtherIncome170Grp/TotalAmt08719
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.92080
IRS990ScheduleA/PublicSupportPY170Pct00.93460
IRS990ScheduleA/PublicSupportTotal170Amt0973281
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt063018
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0162547
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0271007
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0220206
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0256503
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0973281
IRS990ScheduleA/TotalSupportAmt01057002
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt05738
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0OTHER LIABILITIES
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt05738
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt07000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0ACADEMIC SCHOLARSHIP TO STUDENTS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt04
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE SCHOLARSHIPS ARE PAID DIRECTLY TO THE SCHOOL AND THE FOUNDATION FOLLOWS UP THE STUDENT AND THE SCHOOL.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0REVIEWED BY MANAGEMENT AND APPROVED BY THE BOARD VIA MEETING OR ELECTRONICALLY PRIOR TO SUBMISSION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY AND ANY BOARD MEMBER WITH A CONFLICT OF INTEREST CANNOT VOTE ON THE ISSUE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THEY ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0TN
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0294165
IRS990/TotalAssetsEOYAmt0157876
IRS990/TotalAssetsGrp/BOYAmt0294165
IRS990/TotalAssetsGrp/EOYAmt0157876
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt063018
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt031799
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0326158
IRS990/TotalFunctionalExpensesGrp/TotalAmt0357957
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt010346
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt010346
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0294165
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0147530
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0326158
IRS990/TotalProgramServiceRevenueAmt0139585
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0148304
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0211322
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt010
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0294165
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0157876
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0188 FRONT STREET NO 116-25
IRS990/USAddress/CityNm0FRANKLIN
IRS990/USAddress/StateAbbreviationCd0TN
IRS990/USAddress/ZIPCd037064
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0WWW.WESTHAVENFOUNDATION.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JEFFREY CARSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06153947782
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WESTHAVEN FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0WEST
ReturnHeader/Filer/EIN0262449732
ReturnHeader/Filer/PhoneNum06153947782
ReturnHeader/Filer/USAddress/AddressLine1Txt0188 FRONT STREET NO 116-25
ReturnHeader/Filer/USAddress/CityNm0FRANKLIN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd037064
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0310905417
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0VONLEHMAN & COMPANY INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0810 WRIGHTS SUMMIT PARKWAY SUITE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine2Txt0300

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$157,876
Liabilities
$10,346
Net assets
$147,530
Revenue
$211,322
Expenses
$357,957
Net income
-$146,635
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.81$0.31$1.50$4.21$4.18$0.03
2024Detailed filing. Detailed filing data is available for this year.$1.56$0.24$1.32$2.99$2.87$0.12
2023Detailed filing. Detailed filing data is available for this year.$1.55$0.35$1.19$3.08$3.60$0.52
2022Detailed filing. Detailed filing data is available for this year.$2.35$0.13$2.22$4.20$4.24$0.05
2021Detailed filing. Detailed filing data is available for this year.$2.27$0.00$2.27$1.67$1.51$0.17
2020Detailed filing. Detailed filing data is available for this year.$1.58$0.10$1.48$2.11$3.58$1.47
2019Detailed filing. Detailed filing data is available for this year.$2.94$0.00$2.94$2.61$3.20$0.59
2018Detailed filing. Detailed filing data is available for this year.$3.14$0.00$3.14$3.07$2.91$0.16
2017Detailed filing. Detailed filing data is available for this year.$2.98$0.00$2.98$3.36$2.55$0.80
2016Detailed filing. Detailed filing data is available for this year.$2.18$0.00$2.18$3.41$3.50$0.09
2015Detailed filing. Detailed filing data is available for this year.$2.27$0.00$2.27$3.23$2.82$0.41
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.56$0.00$1.56$2.59
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.68$0.13$0.55$1.06$0.67$0.39