Civic Intelligence

Wollin Sutterfield Foundation Inc.

990 • Fiscal year 2014 • EIN 27-2429447

Jan 01, 2014 to Dec 31, 2014 • Filed on Jun 02, 2015

Organization Profile
9 Landsdowne EstatesLexington, KY 40502

(859) 281-2329

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

24th percentile

0.00x

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

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Net Margin

5th percentile

-60%

Higher net margin than 5% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets24th percentile

Assets

$861,986

No earlier filing loaded for comparison.

Net Assets

$861,986

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue24th percentileNet Margin5th percentile

Revenue

$51,666

No earlier filing loaded for comparison.

Expenses

$82,637

No earlier filing loaded for comparison.

Net Income

-$30,971

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$1.0M$500K$0Assets 2014: $861,986Liabilities 2014: $0Net Assets 2014: $861,9862014Assets 2015: $788,469Liabilities 2015: $0Net Assets 2015: $788,4692015Assets 2016: $754,179Liabilities 2016: $0Net Assets 2016: $754,1792016Assets 2017: $736,066Liabilities 2017: $0Net Assets 2017: $736,0662017Assets 2021: $520,639Liabilities 2021: $0Net Assets 2021: $520,6392021Assets 2022: $464,107Liabilities 2022: $0Net Assets 2022: $464,1072022Assets 2023: $420,272Liabilities 2023: $0Net Assets 2023: $420,2722023Assets 2024: $400,978Liabilities 2024: $0Net Assets 2024: $400,9782024

Highlighted filing

2014

Assets$861,986
Liabilities$0
Net Assets$861,986
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$150K$100K$50K$0-$50K-$100KRevenue 2014: $51,666Expenses 2014: $82,637Net Income 2014: -$30,9712014Revenue 2015: $3,106Expenses 2015: $76,623Net Income 2015: -$73,5172015Revenue 2016: $37,637Expenses 2016: $71,927Net Income 2016: -$34,2902016Revenue 2017: $80,812Expenses 2017: $98,925Net Income 2017: -$18,1132017Revenue 2021: $60,576Expenses 2021: $92,516Net Income 2021: -$31,9402021Revenue 2022: $48,147Expenses 2022: $104,679Net Income 2022: -$56,5322022Revenue 2023: $59,214Expenses 2023: $103,049Net Income 2023: -$43,8352023Revenue 2024: $99,718Expenses 2024: $119,012Net Income 2024: -$19,2942024

Highlighted filing

2014

Revenue$51,666
Expenses$82,637
Net Income-$30,971
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jun 2, 2015
Return Version
2014v5.0
Gross Receipts
$81,167
Mission and Program Overview

Mission

The organization's specific purpose is to make grants to the holy trinity episcopal church of georgetown, kentucky. The organization was organized solely for charitable purposes and, upon dissolution, its assets will be distributed solely for charitable purposes, all within section 501(c)(3).

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$999,620$999,620→ $0
Investments in Publicly Traded Securities$569,985$521,825▼ $48,160
Savings and Temporary Cash Investments$328,161$340,161▲ $12,000
Rtn Earn Endowment Incm Other Fnds$-106,663$-137,634▼ $30,971
Total Assets$898,146$861,986▼ $36,160
Liabilities
Accounts Payable and Accrued Expenses$5,189--
Total Liabilities$5,189$0▼ $5,189
Net Assets / Fund Balance
Total Net Assets Fund Balance$892,957$861,986▼ $30,971
Total Liabilities and Net Assets / Fund Balance$898,146$861,986▼ $36,160
Compensation and Service Providers
Top Officer Pay47th percentile

Board Members and Trustees

NameTitle
Catherine ChamberlainDirector
Melissa PoynterDirector
Middleton ThompsonDir, Pres, S
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$51,220
Other Revenue
$446
Change in Net Assets
$-30,971
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$73,485
Other Expenses$9,152
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$73,485--$73,485
Fees for Service Investment Mgmnt Fees-$9,152-$9,152
Total Functional Expenses$73,485$9,152$0$82,637
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Holy Trinity Episcopal ChurchGeorgetown, KY501c3Gift to Holy Trinity$73,485
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
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, Page 6, Part VI, Line 11B

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
The Wollin Sutterfield Foundation
EIN
27-2429447
Address
9 LANDSDOWNE ESTATES, LEXINGTON, KY 40502

Signing Officer

Name
Middleton Thompson
Title
Director, President, Secr
Signed
2015-06-02

Organization Details

Principal Officer
Middleton Thompson
Formed
2011
Legal Domicile
Fl
Voting Board Members
3
Independent Board Members
3
Employees
0

Preparer

Firm
Martinbrown Cpas & Advisors
Address
1855 VETERANS PARK DR STE 303, NAPLES, FL 34109
Preparer
Daniel J Brown CPA
Phone
2392548306
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“The organization's specific purpose is to make grants to the holy trinity episcopal church of georgetown, kentucky. The organization was organized solely for charitable purposes and, upon dissolution, its assets will be distributed solely for charitable purposes, all within section 501(c)(3).”

Raw XML Appendix360 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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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE OFFICERS AND DIRECTORS OF THE WOLLIN SUTTERFIELD FOUNDATION INC ("THE FOUNDATION" OR "SUPPORTING ORGANIZATION") MAINTAIN A CLOSE AND CONTINUOUS RELATIONSHIP WITH THE OFFICERS, DIRECTORS AND TRUSTEES OF THE HOLY TRINITY EPISCOPAL CHURCH ("THE CHURCH" OR "SUPPORTED ORGANIZATION"). THIS "COORDINATED" RELATIONSHIP IS A REQUIREMENT OF THE FOUNDATION, ACCORDING TO THE BYLAWS, AND ACTIVELY MAINTAINED BY BOTH THE FOUNDATION AND THE SUPPORTED ORGANIZATION THROUGH REGULAR COMMUNICATIONS, MEETINGS AND RELATED ACTIVITY. THE COORDINATED OPERATION ALLOWS THE SUPPORTED ORGANIZATION TO CARRY A DIRECT AND SIGNIFICANT VOICE TO THE FOUNDATION, CONTROLLING THE TIMING AND AMOUNTS OF GRANTS AND FUNDING (IN ADDITION TO THE REGULAR ANNUAL GRANTS DISTRIBUTED TO THE CHURCH), AS REQUIRED BY OPERATION OF THE FOUNDATION (SOLE PROGRAM PURPOSE IS TO SUPPORT THE CHURCH).
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE HOLY TRINITY EPISCOPAL CHURCH ("CHURCH" OR "SUPPORTED ORGANIZATION") IS REPRESENTED IN A DECISION MAKING CAPACITY BY ITS OFFICERS, DIRECTORS AND TRUSTEES THROUGH THE CONTINUOUS WORKING RELATIONSHIP AND SIGNIFICANT VOICE HELD IN THE WOLLIN SUTTERFIELD FOUNDATION INC ("THE FOUNDATION" OR "SUPPORTING ORGANIZATION"). THE FOUNDATION REGULARLY AND OPENLY ENGAGES IN DIALOGUE REGARDING ALL FOUNDATION ACTIVITY, INCLUDING INVESTMENTS AND ASSET DECISIONS, WITH THE CHURCH, AS DESCRIBED IN LINE 2. THIS PROVIDES THE CHURCH ACCESS TO AND PARTICIPATION IN DECISION MAKING OF THE FOUNDATION AND ENSURES THE COMMUNICATION AND REPRESENTATION OF HOLY TRINITY'S SUPPORT NEEDS ARE KNOWN AND TIMELY FULFILLED BY THE SUPPORTING ORGANIZATION.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2THE WOLLIN SUTTERFIELD FOUNDATION INC (THE "ORGANIZATION") IS BOTH ATTENTIVE AND RESPONSIVE TO THE HOLY TRINITY EPISCOPAL CHURCH (THE "SUPPORTED ORGANIZATION"). THE HOLY TRINITY EPISCOPAL CHURCH'S CONTINUED, UNINTERRUPTED OPERATION IS RELIANT ON FUNDING FROM THE ORGANIZATION AND THE ORGANIZATION IS RESPONSIVE THROUGH THE MECHANISMS AND RELATIONSHIP DESCRIBED IN SCHEDULE A, PART IV.
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IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt0618575
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt015755
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt015206
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt01034589
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt0998496
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt036211
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt034947
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt01050344
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt01013702
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt036211
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt034947
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
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IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc0LINE 1
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt073485
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0HOLY TRINITY EPISCOPAL CHURCH
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt0HOLY TRINITY EPISCOPAL CHURCH
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt073485
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt073485
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GIFT TO HOLY TRINITY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0HOLY TRINITY EPISCOPAL CHURCH
IRS990ScheduleI/RecipientTable/RecipientEIN0610705737
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0209 SOUTH BROADWAY STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0GEORGETOWN
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0KY
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd040324
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION'S SPECIFIC PURPOSE IS TO MAKE GRANTS TO THE HOLY TRINITY EPISCOPAL CHURCH OF GEORGETOWN, KENTUCKY. THE ORGANIZATION WAS ORGANIZED SOLELY FOR CHARITABLE PURPOSES AND, UPON DISSOLUTION, ITS ASSETS WILL BE DISTRIBUTED SOLELY FOR CHARITABLE PURPOSES, ALL WITHIN SECTION 501(C)(3).
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0898146
IRS990/TotalAssetsEOYAmt0861986
IRS990/TotalAssetsGrp/BOYAmt0898146
IRS990/TotalAssetsGrp/EOYAmt0861986
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt09152
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt073485
IRS990/TotalFunctionalExpensesGrp/TotalAmt082637
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt05189
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt05189
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0892957
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0861986
IRS990/TotalProgramServiceExpensesAmt073485
IRS990/TotalRevenueGrp/ExclusionAmt051666
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt051666
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0898146
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0861986
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt09 LANDSDOWNE ESTATES
IRS990/USAddress/CityNm0LEXINGTON
IRS990/USAddress/StateAbbreviationCd0KY
IRS990/USAddress/ZIPCd040502
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MIDDLETON THOMPSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR, PRESIDENT, SECR
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-06-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE WOLLIN SUTTERFIELD FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WOLL
ReturnHeader/Filer/EIN0272429447
ReturnHeader/Filer/USAddress/AddressLine1Txt09 LANDSDOWNE ESTATES
ReturnHeader/Filer/USAddress/CityNm0LEXINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd040502
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0453768259
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MARTINBROWN CPAS & ADVISORS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01855 VETERANS PARK DR STE 303
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NAPLES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd034109
ReturnHeader/PreparerPersonGrp/PhoneNum02392548306
ReturnHeader/PreparerPersonGrp/PreparationDt02015-06-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANIEL J BROWN CPA
ReturnHeader/ReturnTs02015-06-04T08:49:11-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$861,986
Liabilities
$0
Net assets
$861,986
Revenue
$51,666
Expenses
$82,637
Net income
-$30,971
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.01$0.00$4.01$1.00$1.19$0.19
2023Detailed filing. Detailed filing data is available for this year.$4.20$0.00$4.20$0.59$1.03$0.44
2022Detailed filing. Detailed filing data is available for this year.$4.64$0.00$4.64$0.48$1.05$0.57
2021Detailed filing. Detailed filing data is available for this year.$5.21$0.00$5.21$0.61$0.93$0.32
2017Detailed filing. Detailed filing data is available for this year.$7.36$0.00$7.36$0.81$0.99$0.18
2016Detailed filing. Detailed filing data is available for this year.$7.54$0.00$7.54$0.38$0.72$0.34
2015Detailed filing. Detailed filing data is available for this year.$7.88$0.00$7.88$0.03$0.77$0.74
2014Detailed filing. Detailed filing data is available for this year.$8.62$0.00$8.62$0.52$0.83$0.31