Civic Intelligence

Willmoth Family Charitable Foundation Inc.

990PF • Fiscal year 2017 • EIN 47-2720099

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 03, 2018

Organization Profile
2221 Memorial ParkwayFort Thomas, KY 41075

(859) 781-5777

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Net Margin

88th percentile

43%

Higher net margin than 88% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Asset Growth

55th percentile

3.7%

Faster asset growth than 55% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$682,247

Up $24,173 (+3.7%) from 2016

Net Assets

Up

$682,247

Up $24,173 (+3.7%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin88th percentile

Revenue

Up

$56,418

Up $64,042 (+840%) from 2016

Expenses

Down

$32,245

Down $17,923 (-36%) from 2016

Net Income

Up

$24,173

Up $81,965 (+142%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

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

$800K$600K$400K$200K$0Assets 2014: $1Liabilities 2014: $02014Assets 2015: $715,866Liabilities 2015: $0Net Assets 2015: $715,8662015Assets 2016: $658,074Liabilities 2016: $0Net Assets 2016: $658,0742016Assets 2017: $682,247Liabilities 2017: $0Net Assets 2017: $682,2472017Assets 2018: $677,263Liabilities 2018: $0Net Assets 2018: $677,2632018Assets 2019: $632,026Liabilities 2019: $0Net Assets 2019: $632,0262019Assets 2020: $643,667Liabilities 2020: $0Net Assets 2020: $643,6672020Assets 2021: $612,624Liabilities 2021: $0Net Assets 2021: $612,6242021Assets 2022: $518,259Liabilities 2022: $0Net Assets 2022: $518,2592022Assets 2023: $471,007Liabilities 2023: $0Net Assets 2023: $471,0072023Assets 2024: $436,415Liabilities 2024: $0Net Assets 2024: $436,4152024

Highlighted filing

2017

Assets$682,247
Liabilities$0
Net Assets$682,247
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50K-$100KRevenue 2014: $1Expenses 2014: $0Net Income 2014: $12014Revenue 2015: -$33,660Expenses 2015: $50,474Net Income 2015: -$84,1342015Revenue 2016: -$7,624Expenses 2016: $50,168Net Income 2016: -$57,7922016Revenue 2017: $56,418Expenses 2017: $32,245Net Income 2017: $24,1732017Revenue 2018: $32,516Expenses 2018: $37,500Net Income 2018: -$4,9842018Revenue 2019: $26,204Expenses 2019: $71,441Net Income 2019: -$45,2372019Revenue 2020: $42,583Expenses 2020: $30,942Net Income 2020: $11,6412020Revenue 2021: $42,034Expenses 2021: $73,077Net Income 2021: -$31,0432021Revenue 2022: -$16,343Expenses 2022: $78,022Net Income 2022: -$94,3652022Revenue 2023: $41,673Expenses 2023: $88,925Net Income 2023: -$47,2522023Revenue 2024: $31,743Expenses 2024: $66,335Net Income 2024: -$34,5922024

Highlighted filing

2017

Revenue$56,418
Expenses$32,245
Net Income$24,173
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 3, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHARMIENNE M WILLMOTHChairperson-$0--
KURT J MEIERDirector-$0--
ASHLEY BARLOWDirector-$0--
Filing and Contact Details

Filer

Filer Name
Willmoth Family
EIN
47-2720099
Phone
8597815777
Address
2221 MEMORIAL PARKWAY, FORT THOMAS, KY 41075

Signing Officer

Name
Charmienne M Willmoth
Title
Chairperson
Phone
8597815777
Signed
2018-10-03
Discuss with paid preparer
Yes

Preparer

Firm
Stephens & Associates CPA Psc
Address
2019 ALEXANDRIA PIKE, HIGHLAND HEIGHTS, KY 41076-1103
Preparer
Gary L Stephens
Phone
8597819090
Raw XML Appendix299 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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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt52016-08
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0CHARMIENNE M WILLMOTH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1KURT J MEIER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2ASHLEY BARLOW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CHAIRPERSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
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IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0GEORGETOWN COLLEGE, GEORGETOWN,KY 30,000 FOR THE PURPOSE OF ENGLISH LITERATURE AND BIOLOGICAL SCIENCE STUDIES TO STUDENTS WITH ACADEMIC ACUMEN AND FINANCIAL NEED
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0DOWN SYNDROME ASSOCIATION OF GREATER CINCINNATI FOR PRODUCTION OF DS ELEMENTARY SCHOOL VIDEO 2,000
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0CHARMIENNE M WILLMOTH
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum08597815777
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0480 WASHINGTON ST
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd041073
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NO SUBMISSION DEADLINE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt030000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt12000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1RESEARCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0GEORGETOWN COLLEGE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt14623 WESLEY AVE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0GEORGETOWN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1CINCINNATI
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd040324
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd145212
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt032000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt032000
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt032638
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0638
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt018144
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt014322
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0638
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt031828
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt018144
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt013684
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt032000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt031828
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt032466
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OTHER INCOME
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt03300
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0245
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHARMIENNE M WILLMOTH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRPERSON
ReturnHeader/BusinessOfficerGrp/PhoneNum08597815777
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILLMOTH FAMILY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0472720099
ReturnHeader/Filer/PhoneNum08597815777
ReturnHeader/Filer/USAddress/AddressLine1Txt02221 MEMORIAL PARKWAY
ReturnHeader/Filer/USAddress/CityNm0FORT THOMAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd041075
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0F85B3BB19569E36DB11B6EA8CD1FA0F5AE082F7F
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0F85B3BB19569E36DB11B6EA8CD1FA0F5AE082F7F
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0216.68.230.146
ReturnHeader/FilingSecurityInformation/IPDt02018-10-06
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm007:01:51
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0611225985
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STEPHENS & ASSOCIATES CPA PSC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02019 ALEXANDRIA PIKE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HIGHLAND HEIGHTS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0410761103
ReturnHeader/PreparerPersonGrp/PhoneNum08597819090
ReturnHeader/PreparerPersonGrp/PreparationDt02018-10-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GARY L STEPHENS
ReturnHeader/ReturnTs02018-10-06T08:01:51-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$682,247
Liabilities
$0
Net assets
$682,247
Revenue
$56,418
Expenses
$32,245
Net income
$24,173
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.36$0.00$4.36$0.32$0.66$0.35
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.71$0.00$4.71$0.42$0.89$0.47
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.18$0.00$5.18$0.16$0.78$0.94
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.13$0.00$6.13$0.42$0.73$0.31
2020Detailed filing. Detailed filing data is available for this year.$6.44$0.00$6.44$0.43$0.31$0.12
2019Detailed filing. Detailed filing data is available for this year.$6.32$0.00$6.32$0.26$0.71$0.45
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.77$0.00$6.77$0.33$0.38$0.05
2017Detailed filing. Detailed filing data is available for this year.$6.82$0.00$6.82$0.56$0.32$0.24
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.58$0.00$6.58$0.08$0.50$0.58
2015Detailed filing. Detailed filing data is available for this year.$7.16$0.00$7.16$0.34$0.50$0.84
2014Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00