Civic Intelligence

Western & Southern Financial Fund Inc

EIN 31-1259670 • Cincinnati, OH

400 BroadwayCincinnati, OH 45202
Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

$25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

16th percentile

0.00x

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

$25M-$50M nonprofits • Source year 2024

Net Margin

92nd percentile

67%

Higher net margin than 92% of similar nonprofits.

$25M-$50M nonprofits • Source year 2024

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

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

$25M-$50M nonprofits • Source year 2024

Asset Growth

96th percentile

66%

Faster asset growth than 96% of similar nonprofits.

$25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

99th percentile

2749%

Faster revenue growth than 99% of similar nonprofits.

$25M-$50M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$35,912,390

Up $14,236,520 (+66%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$35,912,390

Up $14,236,520 (+66%) from 2023

Operations
Liabilities / Revenue16th percentileNet Margin92nd percentile

Revenue

Up

$21,332,678

Up $20,583,980 (+2749%) from 2023

Expenses

Down

$7,096,158

Down $2,365,237 (-25%) from 2023

Net Income

Up

$14,236,520

Up $22,949,217 (+263%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth96th percentile

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

$40M$30M$20M$10M$0Assets 2020: $23,819,162Liabilities 2020: $0Net Assets 2020: $23,819,1622020Assets 2021: $20,093,764Liabilities 2021: $0Net Assets 2021: $20,093,7642021Assets 2022: $30,388,567Liabilities 2022: $0Net Assets 2022: $30,388,5672022Assets 2023: $21,675,870Liabilities 2023: $0Net Assets 2023: $21,675,8702023Assets 2024: $35,912,390Liabilities 2024: $0Net Assets 2024: $35,912,3902024

Highlighted filing

2024

Assets$35,912,390
Liabilities$0
Net Assets$35,912,390
Open 2024 Filing

Operations Trend

Revenue Growth99th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$30M$20M$10M$0-$10MRevenue 2020: -$1,072,419Expenses 2020: $7,197,760Net Income 2020: -$8,270,1792020Revenue 2021: $1,787,632Expenses 2021: $5,513,030Net Income 2021: -$3,725,3982021Revenue 2022: $19,532,887Expenses 2022: $9,238,084Net Income 2022: $10,294,8032022Revenue 2023: $748,698Expenses 2023: $9,461,395Net Income 2023: -$8,712,6972023Revenue 2024: $21,332,678Expenses 2024: $7,096,158Net Income 2024: $14,236,5202024

Highlighted filing

2024

Revenue$21,332,678
Expenses$7,096,158
Net Income$14,236,520
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$35,912,390
Liabilities
$0
Net assets
$35,912,390
Revenue
$21,332,678
Expenses
$7,096,158
Net income
$14,236,520
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$35.9$0.00$35.9$21.3$7.10$14.2
2023Detailed filing. Detailed filing data is available for this year.$21.7$0.00$21.7$0.75$9.46$8.71
2022Detailed filing. Detailed filing data is available for this year.$30.4$0.00$30.4$19.5$9.24$10.3
2021Detailed filing. Detailed filing data is available for this year.$20.1$0.00$20.1$1.79$5.51$3.73
2020Detailed filing. Detailed filing data is available for this year.$23.8$0.00$23.8$1.07$7.20$8.27
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 15, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay19th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN F BARRETTPresident/Trustee-$0--
THOMAS L WILLIAMSChairman/Trustee-$0--
DONALD J WUEBBLINGSecretary/Treasurer-$0--
CYNTHIA M BAUMGARDNERAssistant Secretary-$0--
JASON T ANDERSONAssistant Treasurer-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSEE ATTACHMENTSEE ATTACHEDNCCINCINNATI, OH, US$7,066,398
Filing and Contact Details

Filer

Filer Name
Western & Southern Financial Fund Inc
EIN
31-1259670
In Care Of
% BRADLEY J HUNKLER
Phone
5136292043
Address
400 Broadway, Cincinnati, OH 45202

Signing Officer

Name
Jason Anderson
Title
Assistant Treasurer
Phone
5136291275
Signed
2025-05-15

Preparer

Firm
PwC US Tax LLP
Address
1900 SIXTEENTH STREET, DENVER, CO 80202
Preparer
Joshua Andrejczyk
Phone
7209317000
Raw XML Appendix273 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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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt02205195
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02205195
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt08106579
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt07487099
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt04178020
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt06006205
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt02470893
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt02470893
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt030656866
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt04878963
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt08106579
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt07487099
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt04178020
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt06006205
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02022
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt07084158
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt04878963
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt033127759
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt028248796
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt017760
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/BalanceDueAmt0123508
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/BorrowerNameGrp/BusinessName/BusinessNameLine1Txt0INVESTMENT INCOME RECIEVABLE
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/InterestRt00
TaxesSchedule/TaxesDetail/Amt012000
TaxesSchedule/TaxesDetail/CategoryTxt0TAXES
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Jason Anderson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Assistant Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum05136291275
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Western & Southern Financial Fund Inc
ReturnHeader/Filer/BusinessNameControlTxt0WEST
ReturnHeader/Filer/EIN0311259670
ReturnHeader/Filer/InCareOfNm0% BRADLEY J HUNKLER
ReturnHeader/Filer/PhoneNum05136292043
ReturnHeader/Filer/USAddress/AddressLine1Txt0400 Broadway
ReturnHeader/Filer/USAddress/CityNm0Cincinnati
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045202
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PwC US Tax LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01900 SIXTEENTH STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DENVER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd080202
ReturnHeader/PreparerPersonGrp/PhoneNum07209317000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Joshua Andrejczyk
ReturnHeader/ReturnTs02025-05-15T07:41:49-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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