Civic Intelligence

Willmoth Family Charitable Foundation Inc.

990PF • Fiscal year 2023 • EIN 47-2720099

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 10, 2024

Organization Profile
480 Washington AveBellevue, KY 41073

(513) 378-5754

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

8th percentile

-113%

Higher net margin than 8% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

31st percentile

-9.1%

Faster asset growth than 31% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

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

Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$471,007

Down $47,252 (-9.1%) from 2022

Net Assets

Down

$471,007

Down $47,252 (-9.1%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin8th percentile

Revenue

Up

$41,673

Up $58,016 (+355%) from 2022

Expenses

Up

$88,925

Up $10,903 (+14%) from 2022

Net Income

Up

-$47,252

Up $47,113 (+50%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth31st 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

2023

Assets$471,007
Liabilities$0
Net Assets$471,007
Open 2023 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

2023

Revenue$41,673
Expenses$88,925
Net Income-$47,252
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 10, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHARMIENNE M WILLMOTHChairperson-$0--
KURT J MEIERDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantGEORGETOWN COLLEGESCHOLARSHIP-GEORGETOWN, KY, US$50,000
Filing and Contact Details

Filer

Filer Name
Willmoth Family
EIN
47-2720099
Phone
5133785754
Address
480 WASHINGTON AVE, BELLEVUE, KY 41073

Signing Officer

Name
Charmienne M Willmoth
Title
Chairperson
Phone
5133785754
Signed
2024-10-10

Preparer

Firm
Stephens CPA Pllc
Address
2021 ALEXANDRIA PIKE, HIGHLAND HEIGHTS, KY 41076-1103
Preparer
Gary L Stephens
Phone
8597819090
Raw XML Appendix246 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
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt12221 MEMORIAL PARKWAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0BELLEVUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1FORT THOMAS
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IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt050000
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt050000
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
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IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
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IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0GEORGETOWN COLLEGE, GEORGETOWN,KY 50,000 FOR THE PURPOSE OF ENGLISH LITERATURE AND BIOLOGICAL SCIENCE STUDIES TO STUDENTS WITH ACADEMIC ACUMEN AND FINANCIAL NEED
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TaxesSchedule/TaxesDetail/Amt0188
TaxesSchedule/TaxesDetail/CategoryTxt0TAX ON INVESTMENT INCOME
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0CHARMIENNE M WILLMOTH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRPERSON
ReturnHeader/BusinessOfficerGrp/PhoneNum05133785754
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILLMOTH FAMILY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0472720099
ReturnHeader/Filer/PhoneNum05133785754
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ReturnHeader/Filer/USAddress/CityNm0BELLEVUE
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ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
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/PreparationDt02024-10-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GARY L STEPHENS
ReturnHeader/ReturnTs02024-10-15T08:18:48-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$471,007
Liabilities
$0
Net assets
$471,007
Revenue
$41,673
Expenses
$88,925
Net income
-$47,252
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
2023Detailed filing. Detailed filing data is available for this year.$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