Civic Intelligence

The Woodcock Foundation Inc

990 • Fiscal year 2017 • EIN 31-0944086

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 07, 2018

500 West Jefferson Ste 2800Louisville, KY 40202

(502) 426-5683

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

99th percentile

93%

Higher net margin than 99% 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

90th percentile

58%

Faster asset growth than 90% of similar nonprofits.

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

Revenue Growth

79th percentile

31%

Faster revenue growth than 79% of similar nonprofits.

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

Assets

Up

$593,057

Up $218,217 (+58%) from 2016

Net Assets

Up

$593,057

Up $218,217 (+58%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$170,186

Up $40,223 (+31%) from 2016

Expenses

Up

$11,570

Up $9,991 (+633%) from 2016

Net Income

Up

$158,616

Up $30,232 (+24%) from 2016

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2013: $217,639Liabilities 2013: $0Net Assets 2013: $217,6392013Assets 2014: $231,928Liabilities 2014: $0Net Assets 2014: $231,9282014Assets 2015: $229,605Liabilities 2015: $0Net Assets 2015: $229,6052015Assets 2016: $374,840Liabilities 2016: $0Net Assets 2016: $374,8402016Assets 2017: $593,057Liabilities 2017: $0Net Assets 2017: $593,0572017Assets 2018: $552,009Liabilities 2018: $0Net Assets 2018: $552,0092018Assets 2019: $650,541Liabilities 2019: $0Net Assets 2019: $650,5412019Assets 2020: $721,728Liabilities 2020: $0Net Assets 2020: $721,7282020Assets 2021: $786,785Liabilities 2021: $0Net Assets 2021: $786,7852021Assets 2022: $667,057Liabilities 2022: $0Net Assets 2022: $667,0572022Assets 2023: $709,597Liabilities 2023: $0Net Assets 2023: $709,5972023Assets 2024: $780,489Liabilities 2024: $0Net Assets 2024: $780,4892024

Highlighted filing

2017

Assets$593,057
Liabilities$0
Net Assets$593,057

Operations Trend

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

$400K$300K$200K$100K$0-$100KRevenue 2013: $307,409Expenses 2013: $110,130Net Income 2013: $197,2792013Revenue 2014: $19,069Expenses 2014: $2,197Net Income 2014: $16,8722014Revenue 2015: $13,710Expenses 2015: $2,154Net Income 2015: $11,5562015Revenue 2016: $129,963Expenses 2016: $1,579Net Income 2016: $128,3842016Revenue 2017: $170,186Expenses 2017: $11,570Net Income 2017: $158,6162017Revenue 2018: $50,086Expenses 2018: $15,239Net Income 2018: $34,8472018Revenue 2019: $20,037Expenses 2019: $24,662Net Income 2019: -$4,6252019Revenue 2020: $42,674Expenses 2020: $24,153Net Income 2020: $18,5212020Revenue 2021: $61,174Expenses 2021: $35,351Net Income 2021: $25,8232021Revenue 2022: $10,629Expenses 2022: $23,120Net Income 2022: -$12,4912022Revenue 2023: $21,641Expenses 2023: $27,736Net Income 2023: -$6,0952023Revenue 2024: $250,230Expenses 2024: $31,462Net Income 2024: $218,7682024

Highlighted filing

2017

Revenue$170,186
Expenses$11,570
Net Income$158,616
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 7, 2018
Return Version
2017v2.3
Gross Receipts
$202,252
Mission and Program Overview

Mission

Educational grants to college students

To assist diocesan churches with educational grants for post-secondary students.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$374,840$593,057▲ $218,217
Investments in Publicly Traded Securities$354,260$561,023▲ $206,763
Savings and Temporary Cash Investments$14,355$27,441▲ $13,086
Cash and Non-Interest-Bearing Accounts$6,225$4,593▼ $1,632
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$374,840$593,057▲ $218,217
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$374,840$593,057▲ $218,217
Total Liabilities and Net Assets / Fund Balance$374,840$593,057▲ $218,217
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$6,930
Program Service Revenue
$0
Investment Income
$15,956
Other Revenue
$147,300
All Other Contributions
$6,930
Change in Net Assets
$158,616
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$8,196
Other Expenses$3,374
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$8,196--$8,196
Fees for Services Accounting$1,000--$1,000
Other Expenses$56--$56
Fees for Services Other$15--$15
Total Functional Expenses$11,570$0$0$11,570
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, Part VI, Section A, Line 7A

The board of trustess is self-perpetuating.

Form 990, Part VI, Section B, Line 11B

A draft of this form 990 was electronically provided to all board members for review and comment prior to its filing. Additionally, the final form was approved by the president as set forth in the declaration accompanying his signature block in part ii.

Form 990, Part VI, Section C, Line 18

Information will be made available for public inspection upon submission of a formal written request to the following individual: h. Alexander campbell 500 west jefferson st, ste 2800 louisville, ky 40202

Form 990, Part VI, Section C, Line 19

Information wiill be made available for public inspection upon submission of a formal written request to the following individual: h. Alexander campbell 500 west jefferson st, ste 2800 louisville, ky 40202

Filing and Contact Details

Filer

Filer Name
Woodcock Foundation
EIN
31-0944086
Phone
5024265683
Address
500 WEST JEFFERSON STE 2800, LOUISVILLE, KY 40202

Signing Officer

Name
H Alexander Campbell
Title
President
Phone
5024265683
Signed
2018-11-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
H Alexander Campbell
Formed
1872
Legal Domicile
Ky
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
0

Preparer

Firm
Bld Pllc
Address
500 W JEFFERSON STREET STE 1510, LOUISVILLE, KY 40202
Preparer
Susan Howard
Phone
5025686533
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Unrealized gains/ losses 59,601.

Raw XML AppendixShowing 400 of 427 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/ExplanationTxt0EDUCATIONAL GRANTS TO POST SECONDARY STUDENTS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1DOCUMENTS WERE PROVIDED TO THE SUPPORTED ORGANIZATION, BUT NOT UNTIL AFTER THE LAST DAY OF THE FIFTH MONTH OF THE CURRENT TAX YEAR.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2THE SUPPORTED ORGANIZATION IS THE EPISCOPAL CHURCH IN THE DIOCESE OF KENTUCKY. GRANTS ARE MADE ON BEHALF OF INDIVIDUAL CHURCHES IN THE DIOCESE, EACH OF WHICH FALLS UNDER THE DIOCESE GROUP EXEMPTION.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt3THE ORGANIZATION HAS A LONG AND HISTORICAL RELATIONSHIP WITH THE DIOCESE OF OVER 150 YEARS. DURING THAT TIME, ITS SOLE PURPOSE AND ACTIVITIES HAVE BEEN IN SUPPORT OF THE DIOCESE. ALL OF ITS DISTRIBUTIONS ARE AND HAVE BEEN MADE TO OR ON BEHALF OF CHURCHES OR OTHER CHARITABLE SUBORDINATES WITHIN THE DIOCESE'S GROUP EXEMPTION, AND SUCH DISTRIBUTIONS ARE MADE AT THE DIRECTION OF SUCH CHURCHES AND OTHER CHARITABLE SUBORDINATES.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt4THE DIOCESE, ACTING THROUGH ITS CHURCHES AND OTHER CHARITABLE SUBORDINATES DIRECTS HOW THE ORGANIZATION'S DISTRIBUTIONS WILL BE PAID, SO IN THAT MANNER HAS A SIGNIFICANT VOICE IN THE USE OF THE ORGANIZATION'S INCOME OR ASSETS. IN ADDITION, THE ORGANIZATION'S INVESTMENT FUND IS MANAGED UNDER THE AUSPICES OF THE DIOCESE'S INVESTMENT COMMITTEE, GIVING THE DIOCESE A SIGNIFICANT VOICE IN ITS INVESTMENT POLICIES.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt5EDUCATIONAL GRANTS FOR POST SECONDARY EDUCATION
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART V, LINE 6 --OTHER DISTRIBUTABLE AMOUNT
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1SCHEDULE A, PAGE 5, SECTION D, LINE 1
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2SCHEDULE A, PART IV, SECTION 1
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc3PART IV, SECTION D, QUESTION 2
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc4SCHEDULE A, PART IV, SECTION D, QUESTION 3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc5SCHEDULE A, PART V, SECTION D, LINE 8
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt0483948
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt0302223
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt026306
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt024129
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt0457642
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt0278094
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt07259
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt04533
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt0476689
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt0297690
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt016684
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt010419
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt0483948
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt0302223
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt016684
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt010419
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0610536772
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd01
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0THE EPISCOPAL DIOCESE OF KENTUCKY
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt00
IRS990/ScheduleBRequiredInd01
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt08196
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0EDUCATIONAL ASSISTANCE FOR POST SECONDARY EDUCATION
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt011
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0ORGANIZATION MAINTAINS RECORDS OF FUNDS DISTRIBUTED TO SCHOLARSHIP RECIPIENTS TO ENSURE THAT THE SCHOLARSHIP MONEY AWARDED IS USED ACCORDING TO THE TERMS OF THE PROGRAM.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD OF TRUSTESS IS SELF-PERPETUATING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A DRAFT OF THIS FORM 990 WAS ELECTRONICALLY PROVIDED TO ALL BOARD MEMBERS FOR REVIEW AND COMMENT PRIOR TO ITS FILING. ADDITIONALLY, THE FINAL FORM WAS APPROVED BY THE PRESIDENT AS SET FORTH IN THE DECLARATION ACCOMPANYING HIS SIGNATURE BLOCK IN PART II.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2INFORMATION WILL BE MADE AVAILABLE FOR PUBLIC INSPECTION UPON SUBMISSION OF A FORMAL WRITTEN REQUEST TO THE FOLLOWING INDIVIDUAL: H. ALEXANDER CAMPBELL 500 WEST JEFFERSON ST, STE 2800 LOUISVILLE, KY 40202
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3INFORMATION WIILL BE MADE AVAILABLE FOR PUBLIC INSPECTION UPON SUBMISSION OF A FORMAL WRITTEN REQUEST TO THE FOLLOWING INDIVIDUAL: H. ALEXANDER CAMPBELL 500 WEST JEFFERSON ST, STE 2800 LOUISVILLE, KY 40202
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4UNREALIZED GAINS/ LOSSES 59,601.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0KY
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0374840
IRS990/TotalAssetsEOYAmt0593057
IRS990/TotalAssetsGrp/BOYAmt0374840
IRS990/TotalAssetsGrp/EOYAmt0593057
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt06930
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt011570
IRS990/TotalFunctionalExpensesGrp/TotalAmt011570
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0374840
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0593057
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt011570
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0163256
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0170186
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0374840
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0593057
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0500 WEST JEFFERSON STE 2800
IRS990/USAddress/CityNm0LOUISVILLE
IRS990/USAddress/StateAbbreviationCd0KY
IRS990/USAddress/ZIPCd040202
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0H ALEXANDER CAMPBELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05024265683
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WOODCOCK FOUNDATION

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