Civic Intelligence

Wollin Sutterfield Foundation Inc.

EIN 27-2429447 • 501(c)3 • Georgetown, KY

Pub. 78 Eligible

Profile

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).

PO Box 1433Georgetown, KY 40324
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

24th percentile

-19%

Higher net margin than 24% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

46th percentile

-4.6%

Faster asset growth than 46% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

88th percentile

68%

Faster revenue growth than 88% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$400,978

Down $19,294 (-4.6%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$400,978

Down $19,294 (-4.6%) from 2023

Operations
Liabilities / Revenue62nd percentileNet Margin24th percentile

Revenue

Up

$99,718

Up $40,504 (+68%) from 2023

Expenses

Up

$119,012

Up $15,963 (+15%) from 2023

Net Income

Up

-$19,294

Up $24,541 (+56%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth46th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$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

2024

Assets$400,978
Liabilities$0
Net Assets$400,978
Open 2024 Filing

Operations Trend

Revenue Growth88th percentile

Revenue, expenses, and net income by year, with the latest 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

2024

Revenue$99,718
Expenses$119,012
Net Income-$19,294
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$400,978
Liabilities
$0
Net assets
$400,978
Revenue
$99,718
Expenses
$119,012
Net income
-$19,294
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
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 12, 2025
Return Version
2024v5.1
Gross Receipts
$200,457
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).

SEE SCHEDULE O

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$999,620$999,620→ $0
Investments Other Securities$407,302$380,741▼ $26,561
Cash and Non-Interest-Bearing Accounts$10,250$17,477▲ $7,227
Rtn Earn Endowment Incm Other Fnds$-579,348$-598,642▼ $19,294
Total Assets$420,272$400,978▼ $19,294
Other Assets Total$2,720$2,760▲ $40
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$420,272$400,978▼ $19,294
Total Liabilities and Net Assets / Fund Balance$420,272$400,978▼ $19,294

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$380,741--
Compensation and Service Providers
Top Officer Pay81st percentile

Board Members and Trustees

NameTitle
William JonesDirector, President, Secy, Treasurer
James C Cantrill IiiDirector
Sharon HornerDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$99,718
Other Revenue
$0
Change in Net Assets
$-19,294
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$109,502
Other Expenses$9,510
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$109,502--$109,502
Fees for Service Investment Mgmnt Fees-$9,379-$9,379
Other Expenses-$131-$131
Total Functional Expenses$109,502$9,510$0$119,012
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Holy Trinity Episcopal ChurchGeorgetown, KY501c3Gift to Holy Trinity$109,502
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
Federal income taxes-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B

“Organizations process to review form 990 the organization is provided a copy of the 990 which is then reveiwed by the board before the return is filed.”

Form 990, Part VII, Line 19

“Governing documents disclosure explanation the organization makes all governing documents available upon request.”

Filing and Contact Details

Filer

Filer Name
The Wollin Sutterfield Foundation
EIN
27-2429447
Phone
8594214247
Address
PO BOX 1433, GEORGETOWN, KY 40324

Signing Officer

Name
William Jones
Title
President
Phone
8594214247
Signed
2025-05-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
William Jones
Formed
2011
Legal Domicile
Fl
Voting Board Members
3
Independent Board Members
3
Employees
0

Preparer

Firm
LYNCH & LYNCH CPAs PLLC
Address
110 POCAHONTAS TR SUITE E, GEORGETOWN, KY 40324
Preparer
Mildred L Lynch
Phone
5028631893
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 1

“ORGANIZATIONS MISSION THE ORGANIZATIONS 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 SOLEY FOR CHARITABLE PURPOSES, ALL WITHIN SECTION 501c3.”

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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/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt0702128
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt019280
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt016999
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt0700649
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt0685129
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt010799
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt010532
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt0709130
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt0691596
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt024820
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt024206
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
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IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt0702128
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt024820
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt024206
IRS990ScheduleA/OtherSupportSumAmt00
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IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0610705737
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IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd01
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0109502
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0HOLY TRINITY EPISCOPAL CHURCH
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Federal income taxes
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IRS990ScheduleD/OtherSecuritiesGrp/Desc0Financial derivatives and other financial products
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Closely-held equity interests
IRS990ScheduleD/OtherSecuritiesGrp/Desc2JANNEY BROKERAGE ACCOUNT
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0109502
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0GIFT TO HOLY TRINITY
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0FMV
IRS990ScheduleI/RecipientTable/CashGrantAmt0109502
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501c3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GIFT TO HOLY TRINITY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0HOLY TRINITY EPISCOPAL CHURCH
IRS990ScheduleI/RecipientTable/RecipientEIN0610705737
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0200 S BROADWAY
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IRS990ScheduleI/TotalOtherOrgCnt01
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ORGANIZATIONS MISSION THE ORGANIZATIONS 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 SOLEY FOR CHARITABLE PURPOSES, ALL WITHIN SECTION 501c3.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ORGANIZATIONS PROCESS TO REVIEW FORM 990 THE ORGANIZATION IS PROVIDED A COPY OF THE 990 WHICH IS THEN REVEIWED BY THE BOARD BEFORE THE RETURN IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING DOCUMENTS DISCLOSURE EXPLANATION THE ORGANIZATION MAKES ALL GOVERNING DOCUMENTS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part III, Line 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VII, Line 19
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0420272
IRS990/TotalAssetsEOYAmt0400978
IRS990/TotalAssetsGrp/BOYAmt0420272
IRS990/TotalAssetsGrp/EOYAmt0400978
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IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt09510
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0109502
IRS990/TotalFunctionalExpensesGrp/TotalAmt0119012
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0420272
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0400978
IRS990/TotalProgramServiceExpensesAmt0109502
IRS990/TotalRevenueGrp/ExclusionAmt099718
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt099718
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0420272
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0400978
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0160 THE MASTERS LANE
IRS990/USAddress/CityNm0GEORGETOWN
IRS990/USAddress/StateAbbreviationCd0KY
IRS990/USAddress/ZIPCd040324
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM JONES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08594214247
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE WOLLIN SUTTERFIELD FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WOLL
ReturnHeader/Filer/EIN0272429447
ReturnHeader/Filer/PhoneNum08594214247
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1433
ReturnHeader/Filer/USAddress/CityNm0GEORGETOWN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd040324
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0272477938
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LYNCH & LYNCH CPAs PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0110 POCAHONTAS TR SUITE E
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GEORGETOWN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd040324
ReturnHeader/PreparerPersonGrp/PhoneNum05028631893
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MILDRED L LYNCH
ReturnHeader/ReturnTs02025-05-12T01:57:13-00:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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