Civic Intelligence

Mark and Martha Slaughter Family Foundation Inc.

990 • Fiscal year 2017 • EIN 26-3109983

Jan 01, 2017 to Dec 31, 2017 • Filed on Feb 19, 2018

Organization ProfileN/A
201 Abraham Flexner Way No 1200Louisville, KY 40202

(502) 561-2180

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

26th percentile

0.00x

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

80th percentile

23%

Higher net margin than 80% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

55th percentile

5.3%

Faster asset growth than 55% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

94th percentile

132%

Faster revenue growth than 94% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$620,562

Up $31,145 (+5.3%) from 2016

Net Assets

Up

$620,562

Up $31,145 (+5.3%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin80th percentile

Revenue

Up

$134,203

Up $76,352 (+132%) from 2016

Expenses

Down

$103,058

Down $69,725 (-40%) from 2016

Net Income

Up

$31,145

Up $146,077 (+127%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

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

$800K$600K$400K$200K$0Assets 2010: $139,785Liabilities 2010: $0Net Assets 2010: $139,7852010Assets 2011: $246,223Liabilities 2011: $0Net Assets 2011: $246,2232011Assets 2012: $336,525Liabilities 2012: $0Net Assets 2012: $336,5252012Assets 2013: $490,593Liabilities 2013: $0Net Assets 2013: $490,5932013Assets 2014: $668,858Liabilities 2014: $0Net Assets 2014: $668,8582014Assets 2015: $704,349Liabilities 2015: $0Net Assets 2015: $704,3492015Assets 2016: $589,417Liabilities 2016: $0Net Assets 2016: $589,4172016Assets 2017: $620,562Liabilities 2017: $0Net Assets 2017: $620,5622017Assets 2018: $573,803Liabilities 2018: $0Net Assets 2018: $573,8032018Assets 2019: $516,629Liabilities 2019: $0Net Assets 2019: $516,6292019Assets 2020: $511,305Liabilities 2020: $0Net Assets 2020: $511,3052020Assets 2021: $487,709Liabilities 2021: $275Net Assets 2021: $487,4342021Assets 2022: $482,150Liabilities 2022: $275Net Assets 2022: $481,8752022Assets 2023: $476,829Liabilities 2023: $0Net Assets 2023: $476,8292023Assets 2024: $489,718Liabilities 2024: $0Net Assets 2024: $489,7182024

Highlighted filing

2017

Assets$620,562
Liabilities$0
Net Assets$620,562
Open 2017 Filing

Operations Trend

Revenue Growth94th percentile

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

$400K$200K$0-$200KRevenue 2010: $50,204Expenses 2010: $59,862Net Income 2010: -$9,6582010Revenue 2011: $142,462Expenses 2011: $36,024Net Income 2011: $106,4382011Revenue 2012: $111,124Expenses 2012: $20,822Net Income 2012: $90,3022012Revenue 2013: $164,029Expenses 2013: $9,961Net Income 2013: $154,0682013Revenue 2014: $288,847Expenses 2014: $110,693Net Income 2014: $178,1542014Revenue 2015: $72,223Expenses 2015: $36,732Net Income 2015: $35,4912015Revenue 2016: $57,851Expenses 2016: $172,783Net Income 2016: -$114,9322016Revenue 2017: $134,203Expenses 2017: $103,058Net Income 2017: $31,1452017Revenue 2018: $39,796Expenses 2018: $86,555Net Income 2018: -$46,7592018Revenue 2019: $6,005Expenses 2019: $63,179Net Income 2019: -$57,1742019Revenue 2020: $6,970Expenses 2020: $12,294Net Income 2020: -$5,3242020Revenue 2021: $0Expenses 2021: $23,871Net Income 2021: -$23,8712021Revenue 2022: $0Expenses 2022: $5,559Net Income 2022: -$5,5592022Revenue 2023: $13,396Expenses 2023: $25,511Net Income 2023: -$12,1152023Revenue 2024: $39,721Expenses 2024: $26,822Net Income 2024: $12,8992024

Highlighted filing

2017

Revenue$134,203
Expenses$103,058
Net Income$31,145
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Feb 19, 2018
Return Version
2017v2.2
Gross Receipts
$134,203
Mission and Program Overview

Mission

The foundation was formed to promote and support cardiovascular and thoracic surgery education along with clinical and basic science research for physicians, scientists, nurses and other medical personnel.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$589,417$620,562▲ $31,145
Cash and Non-Interest-Bearing Accounts$580,537$615,234▲ $34,697
Land, Buildings, and Equipment, Net$8,880$5,328▼ $3,552
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$589,417$620,562▲ $31,145
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$589,417$620,562▲ $31,145
Total Liabilities and Net Assets / Fund Balance$589,417$620,562▲ $31,145

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$5,328$13,172$18,500
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Mark SlaughterPresident
Brian GanzelVice-president
CHRISTOPHER O'BRYANDirector
Steven KoeningDirector
Lisa MotleyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$68,393
Program Service Revenue
$64,310
Investment Income
$0
Other Revenue
$1,500
All Other Contributions
$68,393
Change in Net Assets
$31,145
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$101,558
Grants and Similar Amounts Paid$1,500
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Travel$28,662--$28,662
Conferences and Meetings$21,400--$21,400
Fees for Services Other$16,750--$16,750
Office Expenses$10,504--$10,504
Depreciation Depletion$3,552--$3,552
Other Expenses$2,897--$2,897
Fees for Services Accounting-$1,578-$1,578
Grants to Domestic Orgs$1,500--$1,500
Insurance$381--$381
Total Functional Expenses$101,480$1,578$0$103,058
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
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
No
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

“The process of reviewing the form 990 entails a detailed review by the organization's accounting department. The governing body receives a copy of the form 990 including requested schedules, as ultimately filed with the irs, for review prior to filing with the irs.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Cardiothoracic Surgery Research
EIN
26-3109983
Phone
5025612180
Address
201 ABRAHAM FLEXNER WAY NO 1200, LOUISVILLE, KY 40202

Signing Officer

Name
Lisa Motley
Title
Treasurer
Phone
5025612180
Signed
2018-02-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lisa Motley
Formed
2009
Legal Domicile
Ky
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
0

Preparer

Firm
Blue & Co LLC
Address
2650 EASTPOINT PKWY SUITE 300, LOUISVILLE, KY 40223
Preparer
Carrie a Merrill CPA
Phone
5029923500
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Other contract services: program service expenses 16,750. Management and general expenses 0. Fundraising expenses 0. Total expenses 16,750.”

Raw XML Appendix351 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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IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PROCESS OF REVIEWING THE FORM 990 ENTAILS A DETAILED REVIEW BY THE ORGANIZATION'S ACCOUNTING DEPARTMENT. THE GOVERNING BODY RECEIVES A COPY OF THE FORM 990 INCLUDING REQUESTED SCHEDULES, AS ULTIMATELY FILED WITH THE IRS, FOR REVIEW PRIOR TO FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OTHER CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 16,750. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 16,750.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0KY
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0589417
IRS990/TotalAssetsEOYAmt0620562
IRS990/TotalAssetsGrp/BOYAmt0589417
IRS990/TotalAssetsGrp/EOYAmt0620562
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt068393
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01578
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0101480
IRS990/TotalFunctionalExpensesGrp/TotalAmt0103058
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0589417
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0620562
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0101480
IRS990/TotalProgramServiceRevenueAmt064310
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt01500
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt064310
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0134203
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0589417
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0620562
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt028662
IRS990/TravelGrp/TotalAmt028662
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/USAddress/AddressLine1Txt0801 LOCUST POINTE PL
IRS990/USAddress/CityNm0LOUISVILLE
IRS990/USAddress/StateAbbreviationCd0KY
IRS990/USAddress/ZIPCd040245
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LISA MOTLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05025612180
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-02-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CARDIOTHORACIC SURGERY RESEARCH
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0CARD
ReturnHeader/Filer/EIN0263109983
ReturnHeader/Filer/PhoneNum05025612180
ReturnHeader/Filer/USAddress/AddressLine1Txt0201 ABRAHAM FLEXNER WAY NO 1200
ReturnHeader/Filer/USAddress/CityNm0LOUISVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd040202
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0CEC041C7A28BF02AF1651001FA3B4F793CABA0CE
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt038.109.186.2
ReturnHeader/FilingSecurityInformation/IPDt02018-02-19
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm017:01:39
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0351178661
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BLUE & CO LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02650 EASTPOINT PKWY SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOUISVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd040223
ReturnHeader/PreparerPersonGrp/PhoneNum05029923500
ReturnHeader/PreparerPersonGrp/PreparationDt02018-02-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CARRIE A MERRILL CPA
ReturnHeader/ReturnTs02018-03-21T15:18:05-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$620,562
Liabilities
$0
Net assets
$620,562
Revenue
$134,203
Expenses
$103,058
Net income
$31,145
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.90$0.00$4.90$0.40$0.27$0.13
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.77$0.00$4.77$0.13$0.26$0.12
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.82$0.00$4.82$0.00$0.06$0.06
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.88$0.00$4.87$0.00$0.24$0.24
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.11$0.00$5.11$0.07$0.12$0.05
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.17$0.00$5.17$0.06$0.63$0.57
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.74$0.00$5.74$0.40$0.87$0.47
2017Detailed filing. Detailed filing data is available for this year.$6.21$0.00$6.21$1.34$1.03$0.31
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.89$0.00$5.89$0.58$1.73$1.15
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.04$0.00$7.04$0.72$0.37$0.35
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.69$0.00$6.69$2.89$1.11$1.78
2013Detailed filing. Detailed filing data is available for this year.$4.91$0.00$4.91$1.64$0.10$1.54
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.37$0.00$3.37$1.11$0.21$0.90
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.46$0.00$2.46$1.42$0.36$1.06
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.40$0.00$1.40$0.50$0.60$0.10