Civic Intelligence

Willmoth Family Charitable Foundation Inc.

990PF • Fiscal year 2020 • EIN 47-2720099

Jan 01, 2020 to Dec 31, 2020 • Filed on Sep 08, 2021

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

38th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

37th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Net Margin

77th percentile

27%

Higher net margin than 77% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Asset Growth

46th percentile

1.8%

Faster asset growth than 46% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

88th percentile

63%

Faster revenue growth than 88% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets38th percentile

Assets

Up

$643,667

Up $11,641 (+1.8%) from 2019

Net Assets

Up

$643,667

Up $11,641 (+1.8%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin77th percentile

Revenue

Up

$42,583

Up $16,379 (+63%) from 2019

Expenses

Down

$30,942

Down $40,499 (-57%) from 2019

Net Income

Up

$11,641

Up $56,878 (+126%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth46th 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

2020

Assets$643,667
Liabilities$0
Net Assets$643,667
Open 2020 Filing

Operations Trend

Revenue Growth88th percentile

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

2020

Revenue$42,583
Expenses$30,942
Net Income$11,641
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Sep 8, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHARMIENNE M WILLMOTHChairpersonPT$0--
KURT J MEIERDirectorPT$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
2021-09-08
Discuss with paid preparer
Yes

Preparer

Firm
Stephens CPA Pllc
Address
2021 ALEXANDRIA PIKE, HIGHLAND HEIGHTS, KY 41076-1103
Preparer
Gary L Stephens
Phone
8597819090
Raw XML Appendix325 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/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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt22221 MEMORIAL PARKWAY
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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0CHARMIENNE M WILLMOTH
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1DONTATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4DONATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5DONTATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0GEORGETOWN COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1DOCTORS WITHUT BORDERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2AMERICAN DIABETES ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3LEUKEMAIL AND LYMPHOMA SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4ALZHEIMER'S ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5ST JUDE CHILDRE'S RESEARCH HOSPITAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6CHRIST CHURCH CATHEDRAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7AMERICAN HEART ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0400 EAST COLLEGE ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1P O BOX 5022
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt22451 CRYSTAL DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt33 INTERNATIONAL DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4644 LINN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5262 DANNY THOMAS PLACE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6318 EAST 4TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt77272 GREENVILLE AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0SUITE 900
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt1SUITE 200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt21026
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0GEORGETOWN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1HAGERSTOWN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2ARLINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3RYE BROOK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4CINCINNATI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5MEMPHIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6CINCINNATI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7DALLAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd040324
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd121741
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd222202
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd310573
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd445203
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd538105
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd645202
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd775231
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt030000
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/AppliedToCurrentYearAmt029989
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt029989
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt08202
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt06847
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt018144
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt013684
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt013684
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt033204
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt011
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt08202
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt06847
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt018144
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt030000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt011
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt046888
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt046877
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT MGT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0175
OtherIncomeSchedule2/OtherIncomeDetail/Desc0UBS
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt022260
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt1163
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt022260
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1163
TaxesSchedule/TaxesDetail/Amt0767
TaxesSchedule/TaxesDetail/CategoryTxt0TAX ON INVESTMENT INCOME
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHARMIENNE M WILLMOTH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRPERSON
ReturnHeader/BusinessOfficerGrp/PhoneNum08597815777
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-09-08
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/PreparerFirmGrp/PreparerFirmEIN0844203858
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STEPHENS CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02021 ALEXANDRIA PIKE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HIGHLAND HEIGHTS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0410761103
ReturnHeader/PreparerPersonGrp/PhoneNum08597819090
ReturnHeader/PreparerPersonGrp/PreparationDt02021-09-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GARY L STEPHENS
ReturnHeader/ReturnTs02021-09-16T08:33:40-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CHARMIENNE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WILLMOTH
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$643,667
Liabilities
$0
Net assets
$643,667
Revenue
$42,583
Expenses
$30,942
Net income
$11,641
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
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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
Peer Organizations

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