Frances Masser Charitable Trust C/O T Craig Wilson

990PF • Fiscal year 2020 • EIN 27-6548145

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 29, 2021

Organization Profile

909 Lily Creek Road 101Louisville, KY 40243

(502) 396-6499

Siviq Scores

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

0.00x

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

2020 filings • $10M-$25M nonprofits • Source year 2020

0.00x

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

2020 filings • $10M-$25M nonprofits • Source year 2020

77%

Higher net margin than 94% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

$118,740

Higher top officer pay than 43% of similar nonprofits.

Top officer pay equals 4.1% of source-year revenue.

2020 filings • $10M-$25M nonprofits • Source year 2020

20%

Faster asset growth than 79% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Annualized from 2019 to 2020

48%

Faster revenue growth than 87% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet

Liabilities / Assets19th percentile

Assets

$13,136,167

Up $2,198,441 (+20%) from 2019

Net Assets

$13,136,167

Up $2,198,441 (+20%) from 2019

Liabilities

Flat

Flat from 2019

Revenue And Expenses

Liabilities / Revenue17th percentile Net Margin94th percentile

Revenue

$2,864,398

Up $922,666 (+48%) from 2019

Expenses

$665,556

Up $14,983 (+2.3%) from 2019

Net Income

$2,198,842

Up $907,683 (+70%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth79th percentile

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

Highlighted filing

2020

Assets$13,136,167

Liabilities$0

Net Assets$13,136,167

Open 2020 Filing

Operations Trend

Revenue Growth87th percentile

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

Highlighted filing

2020

Revenue$2,864,398

Expenses$665,556

Net Income$2,198,842

Open 2020 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2020 to Dec 31, 2020
Signed: Oct 29, 2021
Return Version: 2020v4.1

Compensation and Service Providers

Top Officer Pay43rd percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
T CRAIG WILSON	Trustee	PT	$118,740	-	$118,740

Filing and Contact Details

Filer

Filer Name: Frances Masser Charitable Trust
EIN: 27-6548145
Phone: 5023966499
Address: 909 LILY CREEK ROAD 101, LOUISVILLE, KY 40243

Signing Officer

Name: T Craig Wilson
Title: Trustee
Phone: 5023966499
Signed: 2021-10-29
Discuss with paid preparer: Yes

Preparer

Firm: Mather & Co Cpas LLC
Address: 9100 SHELBYVILLE ROAD SUITE 200, LOUISVILLE, KY 40222
Preparer: John a Schaefer Jr CPA
Phone: 5024290800

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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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	2	TO FUND SCHOLARSHIPS AT THE SCHOOL.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	3	TO FUND SCHOLARSHIPS AT THE SCHOOL.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	4	TO FUND SCHOLARSHIPS AT THE SCHOOL.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	5	TO FUND SCHOLARSHIPS AT THE SCHOOL.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	6	TO FUND SCHOLARSHIPS FOR STUDENTS INTERESTED IN CONTINUING THEIR STUDY OF VETERINARY MEDICINE AT THE AUBURN UNIVERSITY SCHOOL OF VETERINARY MEDICINE THROUGH THE SOUTHERN REGIONAL EDUCATION BOARD PLAN.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	ANIMAL CARE SOCIETY - #61-1053516
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	1	KENTUCKY HUMANE SOCIETY - #61-0463938
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	2	NCOE ALUMNI SCHOLARSHIP FUND - #37-6108563
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	3	PURDUE UNIVERSITY VETERINARY SCHOOL - #35-6002041
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	4	TUFTS UNIVERSITY SCHOOL OF VETERINARY MEDICINE - #042-103634
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	5	UNIVERSITY OF ILLINOIS VETERINARY SCHOOL - #37-6000511
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	6	UNIVERSITY OF KENTUCKY COLLEGE OF AGRICULTURE - #61-6001218
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	12207 WESTPORT ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	241 STEEDLY DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	2	913 WALNUT STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	3	403 WEST WOOD STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	4	80 GEORGE ST 3RD FLOOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	5	258 HENRY ADMINISTRATION BLDG506 S
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	6	ES GOOD BARN 1451 UNIVERSITY DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt	0	WRIGHT STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	LOUISVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	LOUISVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	GENOA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	3	WEST LAFAYETTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	4	MEDFORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	5	URBANA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	6	LEXINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	3	IN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	4	MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	5	IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	6	KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	40245
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	40214
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	60135
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	3	479072007
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	4	02155
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	5	61801
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	6	40546
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt	0	0
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	510832
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	510832
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	552247
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	510832
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	0
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	552247
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	510832
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt	0	4380
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	0	INVESTMENT IN US WORLDMEDS, LLC
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	0	49007
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt	0	49007
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	0	401
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	0	NON-DEDUCTIBLE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	DEPOSITORY FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	1327
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	1327
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt	0	549
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt	1	67962
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	OTHER INCOME
OtherIncomeSchedule2/OtherIncomeDetail/Desc	1	EARNINGS IN PASSTHROUGH ENTITY
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	0	549
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	1	67962
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	549
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	1	67962
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	3575
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	INVESTMENT ADVISORY SERVICES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	3575
TaxesSchedule/TaxesDetail/Amt	0	27350
TaxesSchedule/TaxesDetail/CategoryTxt	0	TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	27350
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd	0	AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd	0	IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd	0	2
ReturnHeader/BuildTS	0	2022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	T CRAIG WILSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	5023966499
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2021-10-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	FRANCES MASSER CHARITABLE TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt	0	C/O T CRAIG WILSON
ReturnHeader/Filer/BusinessNameControlTxt	0	FRAN
ReturnHeader/Filer/EIN	0	276548145
ReturnHeader/Filer/PhoneNum	0	5023966499
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	909 LILY CREEK ROAD 101
ReturnHeader/Filer/USAddress/CityNm	0	LOUISVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	KY
ReturnHeader/Filer/USAddress/ZIPCd	0	40243
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	611210177
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	MATHER & CO CPAS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	9100 SHELBYVILLE ROAD SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	LOUISVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	40222
ReturnHeader/PreparerPersonGrp/PhoneNum	0	5024290800
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2021-10-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	JOHN A SCHAEFER JR CPA
ReturnHeader/ReturnTs	0	2021-11-04T12:30:08-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	CRAIG WILSON
ReturnHeader/TaxPeriodBeginDt	0	2020-01-01
ReturnHeader/TaxPeriodEndDt	0	2020-12-31
ReturnHeader/TaxYr	0	2020

Document Assets

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Filings

Displayed year

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

Open filing

Assets: $13,136,167
Liabilities: $0
Net assets: $13,136,167
Revenue: $2,864,398
Expenses: $665,556
Net income: $2,198,842

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$7.22	$0.00	$7.22	$0.06	$0.42	$0.48
2023Detailed filing. Detailed filing data is available for this year.	$7.62	$0.00	$7.62	$3.43	$0.64	$4.06
2022Detailed filing. Detailed filing data is available for this year.	$9.51	$0.00	$9.51	$3.05	$0.89	$3.94
2021Detailed filing. Detailed filing data is available for this year.	$13.4	$0.00	$13.4	$1.02	$0.72	$0.31
2020Detailed filing. Detailed filing data is available for this year.	$13.1	$0.00	$13.1	$2.86	$0.67	$2.20
2019Detailed filing. Detailed filing data is available for this year.	$10.9	$0.00	$10.9	$1.94	$0.65	$1.29
2015Detailed filing. Detailed filing data is available for this year.	$8.88	$0.00	$8.88	$0.07	$0.59	$0.52
2014Detailed filing. Detailed filing data is available for this year.	$9.42	$0.00	$9.42	$1.33	$0.54	$0.79
2013Detailed filing. Detailed filing data is available for this year.	$8.60	$0.00	$8.60	$1.68	$0.49	$1.19
2012Detailed filing. Detailed filing data is available for this year.	$7.42	$0.00	$7.42		$0.47