Civic Intelligence

Wollin Sutterfield Foundation Inc.

990 • Fiscal year 2016 • EIN 27-2429447

Jan 01, 2016 to Dec 31, 2016 • Filed on Jul 06, 2017

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

26th percentile

0.00x

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

26th percentile

0.00x

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

4th percentile

-91%

Higher net margin than 4% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

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.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

27th percentile

-4.3%

Faster asset growth than 27% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

99th percentile

1112%

Faster revenue growth than 99% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Assets

Down

$754,179

Down $34,290 (-4.3%) from 2015

Net Assets

Down

$754,179

Down $34,290 (-4.3%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$37,637

Up $34,531 (+1112%) from 2015

Expenses

Down

$71,927

Down $4,696 (-6.1%) from 2015

Net Income

Up

-$34,290

Up $39,227 (+53%) from 2015

Historical Trend

Balance Sheet Trend

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

2016

Assets$754,179
Liabilities$0
Net Assets$754,179

Operations Trend

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

2016

Revenue$37,637
Expenses$71,927
Net Income-$34,290
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jul 6, 2017
Return Version
2016v3.0
Gross Receipts
$121,153
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$628,534$733,710▲ $105,176
Savings and Temporary Cash Investments$159,935$20,469▼ $139,466
Rtn Earn Endowment Incm Other Fnds$-211,151$-245,441▼ $34,290
Total Assets$788,469$754,179▼ $34,290
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$788,469$754,179▼ $34,290
Total Liabilities and Net Assets / Fund Balance$788,469$754,179▼ $34,290
Compensation and Service Providers

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
$37,236
Other Revenue
$401
Change in Net Assets
$-34,290
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$59,044
Other Expenses$12,883
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$59,044--$59,044
Fees for Service Investment Mgmnt Fees-$10,060-$10,060
Fees for Services Accounting-$2,626-$2,626
Fees for Services Other-$197-$197
Total Functional Expenses$59,044$12,883$0$71,927
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Holy Trinity Episcopal ChurchGeorgetown, KY501c3Gift to Holy Trinity$59,044
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
Dir, Pres, Sec, Trea
Signed
2017-07-06

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 Appendix371 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.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION D, LINE 2
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION D, LINE 3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2PART V, SECTION D, LINE 8
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt0916652
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt0976603
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt069257
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt0206470
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt0847395
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt0770133
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt013750
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt014649
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt0902902
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt0961954
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt031602
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt033668
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt0916652
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt0976603
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt031602
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt033668
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0610705737
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd01
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt059044
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0HOLY TRINITY EPISCOPAL CHURCH
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt0HOLY TRINITY EPISCOPAL CHURCH
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt059044
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt059044
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/TotalAssetsBOYAmt0788469
IRS990/TotalAssetsEOYAmt0754179
IRS990/TotalAssetsGrp/BOYAmt0788469
IRS990/TotalAssetsGrp/EOYAmt0754179
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt012883
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt059044
IRS990/TotalFunctionalExpensesGrp/TotalAmt071927
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0788469
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0754179
IRS990/TotalProgramServiceExpensesAmt059044
IRS990/TotalRevenueGrp/ExclusionAmt037637
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt037637
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0788469
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0754179
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MIDDLETON THOMPSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIR, PRES, SEC, TREA
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-07-06
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/FilingSecurityInformation/AtSubmissionCreationDeviceId025F92EBB308D084420C454BAAD2EE17C6081E27B
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId025F92EBB308D084420C454BAAD2EE17C6081E27B
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/PreparationDt02017-07-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANIEL J BROWN CPA
ReturnHeader/ReturnTs02017-07-10T13:48:31-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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