Civic Intelligence

Fred B and Opal S Woosley Foundation Inc.

990PF • Fiscal year 2019 • EIN 61-1104319

Jan 01, 2019 to Dec 31, 2019 • Filed on Aug 17, 2020

Organization Profile
239 S Fifth St Ste 900Louisville, KY 40202

(502) 584-2134

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

9th percentile

-63%

Higher net margin than 9% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

Down

$4,404,879

Down $365,687 (-7.7%) from 2015

Net Assets

$4,404,879

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin9th percentile

Revenue

Up

$414,311

Up $239,109 (+136%) from 2015

Expenses

Up

$676,077

Up $192,402 (+40%) from 2015

Net Income

Up

-$261,766

Up $46,707 (+15%) from 2015

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$6.0M$4.0M$2.0M$0Assets 2011: $4,671,023Liabilities 2011: $02011Assets 2012: $4,663,711Liabilities 2012: $02012Assets 2013: $4,702,888Liabilities 2013: $02013Assets 2014: $4,654,663Liabilities 2014: $02014Assets 2015: $4,770,566Liabilities 2015: $02015Assets 2019: $4,404,879Liabilities 2019: $0Net Assets 2019: $4,404,8792019Assets 2020: $4,127,105Liabilities 2020: $0Net Assets 2020: $4,127,1052020Assets 2021: $4,145,023Liabilities 2021: $0Net Assets 2021: $4,145,0232021Assets 2022: $3,786,357Liabilities 2022: $0Net Assets 2022: $3,786,3572022Assets 2023: $3,565,319Liabilities 2023: $0Net Assets 2023: $3,565,3192023Assets 2024: $3,455,110Liabilities 2024: $0Net Assets 2024: $3,455,1102024

Highlighted filing

2019

Assets$4,404,879
Liabilities$0
Net Assets$4,404,879
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500KRevenue 2011: $164,851Expenses 2011: $417,128Net Income 2011: -$252,2772011Revenue 2012: $173,401Expenses 2012: $329,341Net Income 2012: -$155,9402012Revenue 2013: $170,311Expenses 2013: $423,317Net Income 2013: -$253,0062013Revenue 2014: $168,679Expenses 2014: $477,893Net Income 2014: -$309,2142014Revenue 2015: $175,202Expenses 2015: $483,675Net Income 2015: -$308,4732015Revenue 2019: $414,311Expenses 2019: $676,077Net Income 2019: -$261,7662019Revenue 2020: $432,331Expenses 2020: $716,793Net Income 2020: -$284,4622020Revenue 2021: $704,008Expenses 2021: $686,090Net Income 2021: $17,9182021Revenue 2022: $290,721Expenses 2022: $649,387Net Income 2022: -$358,6662022Revenue 2023: $487,284Expenses 2023: $708,322Net Income 2023: -$221,0382023Revenue 2024: $622,547Expenses 2024: $733,993Net Income 2024: -$111,4462024

Highlighted filing

2019

Revenue$414,311
Expenses$676,077
Net Income-$261,766
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Aug 17, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHERINE A FORDDirector-$0--
ARTHUR C PETERDirector-$0--
BEVERLY S CLARKDirector-$0--
J MCFERRA BARR IIDirector-$0--
DAVID A BELLDirector-$0--
Filing and Contact Details

Filer

Filer Name
Fred R & Opal S Woosley Foundation
EIN
61-1104319
Phone
5025842134
Address
239 S FIFTH ST STE 900, LOUISVILLE, KY 40202

Signing Officer

Name
Katherine a Ford
Title
Director
Phone
5025842134
Signed
2020-08-17
Discuss with paid preparer
Yes

Preparer

Firm
Bechtler Parker & Watts
Address
9750 ORMSBY STATION RD STE 300, LOUISVILLE, KY 40223-4064
Preparer
Thomas R Clark
Phone
5024256002
Raw XML Appendix326 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
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0242929
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0210413
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0141358
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0138547
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01179805
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0307295
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0277810
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0242929
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0210413
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0141358
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0636975
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LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt02872
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ReturnHeader/BusinessOfficerGrp/PersonNm0KATHERINE A FORD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
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ReturnHeader/Filer/BusinessNameControlTxt0FRED
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
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ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0785B525C5C19763A06768E1028F8404DA9D14B2E
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0785B525C5C19763A06768E1028F8404DA9D14B2E
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.143.31.154
ReturnHeader/FilingSecurityInformation/IPDt02020-08-21
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm008:17:29
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0611100764
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BECHTLER PARKER & WATTS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09750 ORMSBY STATION RD STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOUISVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0402234064
ReturnHeader/PreparerPersonGrp/PhoneNum05024256002
ReturnHeader/PreparerPersonGrp/PreparationDt02020-08-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS R CLARK
ReturnHeader/ReturnTs02020-08-21T08:17:29-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,404,879
Liabilities
$0
Net assets
$4,404,879
Revenue
$414,311
Expenses
$676,077
Net income
-$261,766
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.46$0.00$3.46$0.62$0.73$0.11
2023Detailed filing. Detailed filing data is available for this year.$3.57$0.00$3.57$0.49$0.71$0.22
2022Detailed filing. Detailed filing data is available for this year.$3.79$0.00$3.79$0.29$0.65$0.36
2021Detailed filing. Detailed filing data is available for this year.$4.15$0.00$4.15$0.70$0.69$0.02
2020Detailed filing. Detailed filing data is available for this year.$4.13$0.00$4.13$0.43$0.72$0.28
2019Detailed filing. Detailed filing data is available for this year.$4.40$0.00$4.40$0.41$0.68$0.26
2015Summary only. Only limited summary data is available for this year.$4.77$0.00$0.18$0.48$0.31
2014Summary only. Only limited summary data is available for this year.$4.65$0.00$0.17$0.48$0.31
2013Summary only. Only limited summary data is available for this year.$4.70$0.00$0.17$0.42$0.25
2012Summary only. Only limited summary data is available for this year.$4.66$0.00$0.17$0.33$0.16
2011Summary only. Only limited summary data is available for this year.$4.67$0.00$0.16$0.42$0.25