Civic Intelligence

The Westervelt Charitable Trust

990PF • Fiscal year 2013 • EIN 59-7270530

Jul 01, 2012 to Jun 30, 2013 • Filed on Dec 10, 2013

Organization Profile
14 10th St NW20002
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.

2013 filings • $500k-$1M nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

55th percentile

$500

Higher top officer pay than 55% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Source year 2013

Asset Growth

67th percentile

7.4%

Faster asset growth than 67% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$929,405

Up $63,758 (+7.4%) from 2012

Net Assets

Up

$929,405

Up $63,758 (+7.4%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$32,814

Down $13,431 (-29%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth67th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $855,028Liabilities 2011: $0Net Assets 2011: $855,0282011Assets 2012: $865,647Liabilities 2012: $0Net Assets 2012: $865,6472012Assets 2013: $929,405Liabilities 2013: $0Net Assets 2013: $929,4052013Assets 2014: $1,037,735Liabilities 2014: $0Net Assets 2014: $1,037,7352014Assets 2015: $965,482Liabilities 2015: $0Net Assets 2015: $965,4822015Assets 2016: $1,069,041Liabilities 2016: $0Net Assets 2016: $1,069,0412016Assets 2017: $1,050,314Liabilities 2017: $0Net Assets 2017: $1,050,3142017Assets 2018: $1,060,185Liabilities 2018: $0Net Assets 2018: $1,060,1852018Assets 2019: $1,131,644Liabilities 2019: $0Net Assets 2019: $1,131,6442019Assets 2020: $1,085,058Liabilities 2020: $0Net Assets 2020: $1,085,0582020Assets 2021: $1,334,211Liabilities 2021: $0Net Assets 2021: $1,334,2112021Assets 2022: $1,353,954Liabilities 2022: $0Net Assets 2022: $1,353,9542022Assets 2023: $1,425,951Liabilities 2023: $0Net Assets 2023: $1,425,9512023Assets 2024: $1,694,746Liabilities 2024: $12024Assets 2025: $1,737,668Liabilities 2025: $0Net Assets 2025: $1,737,6682025

Highlighted filing

2013

Assets$929,405
Liabilities$0
Net Assets$929,405
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50KExpenses 2011: $33,5972011Expenses 2012: $46,2452012Expenses 2013: $32,8142013Revenue 2014: $34,360Expenses 2014: $45,190Net Income 2014: -$10,8302014Revenue 2015: $42,439Expenses 2015: $67,403Net Income 2015: -$24,9642015Revenue 2016: $35,096Expenses 2016: $50,336Net Income 2016: -$15,2402016Revenue 2017: $60,981Expenses 2017: $55,119Net Income 2017: $5,8622017Revenue 2018: $35,367Expenses 2018: $55,807Net Income 2018: -$20,4402018Revenue 2019: $57,183Expenses 2019: $61,683Net Income 2019: -$4,5002019Revenue 2020: $23,135Expenses 2020: $54,678Net Income 2020: -$31,5432020Revenue 2021: $36,192Expenses 2021: $57,923Net Income 2021: -$21,7312021Revenue 2022: $49,583Expenses 2022: $69,216Net Income 2022: -$19,6332022Revenue 2023: $41,415Expenses 2023: $61,762Net Income 2023: -$20,3472023Revenue 2024: $87,310Expenses 2024: $67,277Net Income 2024: $20,0332024Revenue 2025: $43,772Expenses 2025: $84,010Net Income 2025: -$40,2382025

Highlighted filing

2013

Revenue-
Expenses$32,814
Net Income-
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Dec 10, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
THERON WESTERVELTTrustee-$500-$500
LETITIA W SMITHTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantPHILLIPS COLLECTIONGENERAL OPERATIONS501(C)(3)WASHINGTON, DC, US$10,000
Paid GrantCABOT COMMUNITY ASSOCIATIONGENERAL OPERATIONS501(C)(3)CABOT, VT, US$5,000
Paid GrantN STREET VILLAGE INCGENERAL OPERATIONS501(C)(3)WASHINGTON, DC, US$3,000
Paid GrantMUSCULAR DYSTROPHY ASSOCIATIONGENERAL OPERATIONS501(C)(3)DENVER, CO, US$2,000
Paid GrantPLANNED PARENTHOODGENERAL OPERATIONS501(C)(3)NEW YORK, NY, US$1,000
Paid GrantCAMBRIDGE IN AMERICAGENERAL OPERATIONS501(C)(3)NEW YORK, NY, US$1,000
Paid GrantFRIENDS OF THE GTM RESERVE INCGENERAL OPERATIONS501(C)(3)PONTE VEDRA BEACH, FL, US$800
Paid GrantMEMBERS ASSOCIATION OF VICARS LANDING INCGENERAL OPERATIONS501(C)(3)PONTE VEDRA BEACH, FL, US$750
Paid GrantAMERICAN RED CROSSGENERAL OPERATIONS501(C)(3)DES MOINES, IA, US$500
Paid GrantCITY RESCUE MISSIONGENERAL OPERATIONS501(C)(3)JACKSONVILLE, FL, US$500
Paid GrantDEFENDERS OF WILDLIFEGENERAL OPERATIONS501(C)(3)WASHINGTON, DC, US$500
Paid GrantJACKSONVILLE HUMANE SOCIETYGENERAL OPERATIONS501(C)(3)JACKSONVILLE, FL, US$500
Paid GrantNATIONAL WILDLIFE FEDERATIONGENERAL OPERATIONS501(C)(3)RESTON, VA, US$500
Paid GrantWJCT INCGENERAL OPERATIONS501(C)(3)JACKSONVILLE, FL, US$500
Paid GrantWORLD WILDLIFE FUND INCGENERAL OPERATIONS501(C)(3)WASHINGTON, DC, US$500
Paid GrantFRIENDS OF FIVE WUFT-TVGENERAL OPERATIONS501(C)(3)GAINSVILLE, FL, US$300
Paid GrantWILDFLOWER DONORS INC - LADY BIRD JOHNSON WILDFLOWER CENTERGENERAL OPERATIONS501(C)(3)AUSTIN, TX, US$300
Paid GrantFRIENDS OF THE LIBRARY PONTE VEDRA BEACHGENERAL OPERATIONS501(C)(3)PONTE VEDRA BEACH, FL, US$250
Paid GrantSAMARITAN FUND COLLEGE OF VETERINARY MEDICINE UNIVERSITY OF FLORIDAGENERAL OPERATIONS501(C)(3)GAINSVILLE, FL, US$250
Paid GrantFRIENDS OF A1A SCENIC AND HISTORIC COASTAL BYWAY INCGENERAL OPERATIONS501(C)(3)ST AUGUSTINE, FL, US$200
Paid GrantWRNIGENERAL OPERATIONS501(C)(3)PROVIDENCE, RI, US$150
Paid GrantBIRD ISLAND PARKPONTE VEDRA PARK AT LIBRARY BLVDGENERAL OPERATIONS501(C)(3)PONTE VEDRA BEACH, FL, US$100
Filing and Contact Details

Filer

EIN
59-7270530
Raw XML AppendixShowing 400 of 595 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/QualifyingDistributions/ExpensesAndContributions032321
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IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
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IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0THERON WESTERVELT TRUSTEE
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber02026642727
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine1014 10TH ST NE
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0WASHINGTON
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0DC
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode020002
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IRS990PF/StatementsRegardingActivities/Sect4955TaxOnOrganization00
IRS990PF/StatementsRegardingActivities/StatesFiledWith0FL
IRS990PF/StatementsRegardingActivities/TerminationEtc00
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver100000
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions00
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IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations00
IRS990PF/StatementsRegardingActy4720/InfluenceElection00
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation00
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose00
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson01
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical00
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn00
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments00
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IRS990PF/SumOfProgramRelatedInvestments/Total00
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount14300
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount15500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount16500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount17150
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount18750
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount19200
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount20100
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount211000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0GENERAL OPERATIONS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1GENERAL OPERATIONS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2GENERAL OPERATIONS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3GENERAL OPERATIONS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4GENERAL OPERATIONS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5GENERAL OPERATIONS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution6GENERAL OPERATIONS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution7GENERAL OPERATIONS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution8GENERAL OPERATIONS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution9GENERAL OPERATIONS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution10GENERAL OPERATIONS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution11GENERAL OPERATIONS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution12GENERAL OPERATIONS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution13GENERAL OPERATIONS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution14GENERAL OPERATIONS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution15GENERAL OPERATIONS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution16GENERAL OPERATIONS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution17GENERAL OPERATIONS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution18GENERAL OPERATIONS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution19GENERAL OPERATIONS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution20GENERAL OPERATIONS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution21GENERAL OPERATIONS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10AMERICAN RED CROSS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11CABOT COMMUNITY ASSOCIATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12CITY RESCUE MISSION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13DEFENDERS OF WILDLIFE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14FRIENDS OF FIVE WUFT-TV
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine15FRIENDS OF THE GTM RESERVE INC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine16FRIENDS OF THE LIBRARY PONTE VEDRA BEACH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine17JACKSONVILLE HUMANE SOCIETY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine18MUSCULAR DYSTROPHY ASSOCIATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine19N STREET VILLAGE INC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine110NATIONAL WILDLIFE FEDERATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine111PHILLIPS COLLECTION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine112PLANNED PARENTHOOD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine113SAMARITAN FUND COLLEGE OF VETERINARY MEDICINE UNIVERSITY OF FLORIDA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine114WILDFLOWER DONORS INC - LADY BIRD JOHNSON WILDFLOWER CENTER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine115WJCT INC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine116WORLD WILDLIFE FUND INC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine117WRNI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine118MEMBERS ASSOCIATION OF VICARS LANDING INC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine119FRIENDS OF A1A SCENIC AND HISTORIC COASTAL BYWAY INC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine120BIRD ISLAND PARKPONTE VEDRA PARK AT LIBRARY BLVD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine121CAMBRIDGE IN AMERICA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0501(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1501(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2501(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3501(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus4501(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus5501(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus6501(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus7501(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus8501(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus9501(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus10501(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus11501(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus12501(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus13501(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus14501(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus15501(C)(3)

Document Assets

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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$929,405
Liabilities
$0
Net assets
$929,405
Revenue
-
Expenses
$32,814
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.74$0.00$1.74$0.04$0.08$0.04
2024Summary only. Only limited summary data is available for this year.$1.69$0.00$0.09$0.07$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.04$0.06$0.02
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.35$0.00$1.35$0.05$0.07$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.04$0.06$0.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.09$0.00$1.09$0.02$0.05$0.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.13$0.00$1.13$0.06$0.06$0.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.06$0.00$1.06$0.04$0.06$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.06$0.06$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.07$0.00$1.07$0.04$0.05$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.04$0.07$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.03$0.05$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.03
2012Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.05
2011Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.03