Civic Intelligence

Cherokee Triangle Association Inc

990 • Fiscal year 2016 • EIN 61-1211574

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 07, 2016

Organization ProfileWWW.CHEROKEETRIANGLE.ORG
PO Box 4306Louisville, KY 40205-0306

(502) 459-0256

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

60th percentile

0.00x

Higher debt load relative to revenue than 60% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Net Margin

47th percentile

2.0%

Higher net margin than 47% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Top Officer Pay

85th percentile

$0

Higher top officer pay than 85% of similar nonprofits.

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

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Asset Growth

49th percentile

1.2%

Faster asset growth than 49% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

14th percentile

-28%

Faster revenue growth than 14% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$289,919

Up $3,318 (+1.2%) from 2015

Net Assets

Up

$289,314

Up $2,867 (+1.0%) from 2015

Liabilities

Up

$605

Up $451 (+293%) from 2015

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin47th percentile

Revenue

Down

$142,355

Down $55,925 (-28%) from 2015

Expenses

Down

$139,488

Down $25,631 (-16%) from 2015

Net Income

Down

$2,867

Down $30,294 (-91%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

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

$400K$300K$200K$100K$0Assets 2011: $259,712Liabilities 2011: $0Net Assets 2011: $259,7122011Assets 2012: $298,258Liabilities 2012: $0Net Assets 2012: $298,2582012Assets 2013: $259,037Liabilities 2013: $0Net Assets 2013: $259,0372013Assets 2014: $253,286Liabilities 2014: $0Net Assets 2014: $253,2862014Assets 2015: $286,601Liabilities 2015: $154Net Assets 2015: $286,4472015Assets 2016: $289,919Liabilities 2016: $605Net Assets 2016: $289,3142016Assets 2017: $314,715Liabilities 2017: $705Net Assets 2017: $314,0102017Assets 2018: $323,705Liabilities 2018: $02018Assets 2019: $304,034Liabilities 2019: $5,3332019Assets 2020: $218,467Liabilities 2020: $183Net Assets 2020: $218,2842020Assets 2021: $167,800Liabilities 2021: $278Net Assets 2021: $167,5222021Assets 2022: $250,462Liabilities 2022: $10,422Net Assets 2022: $240,0402022Assets 2023: $263,562Liabilities 2023: $14,495Net Assets 2023: $249,0672023Assets 2025: $385,688Liabilities 2025: $48,139Net Assets 2025: $337,5492025

Highlighted filing

2016

Assets$289,919
Liabilities$605
Net Assets$289,314
Open 2016 Filing

Operations Trend

Revenue Growth14th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $139,590Expenses 2011: $124,371Net Income 2011: $15,2192011Revenue 2012: $159,742Expenses 2012: $121,196Net Income 2012: $38,5462012Revenue 2013: $135,471Expenses 2013: $174,692Net Income 2013: -$39,2212013Revenue 2014: $190,242Expenses 2014: $195,993Net Income 2014: -$5,7512014Revenue 2015: $198,280Expenses 2015: $165,119Net Income 2015: $33,1612015Revenue 2016: $142,355Expenses 2016: $139,488Net Income 2016: $2,8672016Revenue 2017: $174,406Expenses 2017: $160,033Net Income 2017: $14,3732017Revenue 2018: $166,495Expenses 2018: $156,800Net Income 2018: $9,6952018Revenue 2019: $175,716Expenses 2019: $200,720Net Income 2019: -$25,0042019Revenue 2020: $19,972Expenses 2020: $100,391Net Income 2020: -$80,4192020Revenue 2021: $8,467Expenses 2021: $59,229Net Income 2021: -$50,7622021Revenue 2022: $247,234Expenses 2022: $174,716Net Income 2022: $72,5182022Revenue 2023: $228,144Expenses 2023: $219,117Net Income 2023: $9,0272023Revenue 2025: $264,695Expenses 2025: $235,974Net Income 2025: $28,7212025

Highlighted filing

2016

Revenue$142,355
Expenses$139,488
Net Income$2,867
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 7, 2016
Return Version
2015v3.0
Gross Receipts
$142,355
Mission and Program Overview

Mission

1) to provide a forum for discussion of neighborhood matters and an institution to promote neighborhood improvement and activities with that purpose.2) to foster awareness of the neighborhood as a desirable place to live.3) to cooperate with other organizations having analogous objectives;4) to encourage community planning, area development, and aesthetic and historic awareness by direct action and/or by allocation of corporate assets to other organizatons and individuals as outlined by section 501(c) of the united states internal revenue code

Champion preservation of historical neighborhood through publications, forums and newsletters.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$287,223$283,279▼ $3,944
Land, Buildings, and Equipment, Net-$7,262-
Investments in Publicly Traded Securities$-622$-622→ $0
Total Assets$286,601$289,919▲ $3,318
Liabilities
Accounts Payable and Accrued Expenses$154$605▲ $451
Total Liabilities$154$605▲ $451
Net Assets / Fund Balance
Unrestricted Net Assets$286,447$289,314▲ $2,867
Total Net Assets Fund Balance$286,447$289,314▲ $2,867
Total Liabilities and Net Assets / Fund Balance$286,601$289,919▲ $3,318

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$7,262$8,418$15,680
Compensation and Service Providers
Top Officer Pay85th percentile

Board Members and Trustees

NameTitle
Tim HolzPresident
Chris SongerTrustee
Deidre SeimTrustee
Elisa OwenTrustee
Eric GraningerTrustee
Jason BaloughTrustee
John DonardTrustee
John ElginTrustee
Matt ColinTrustee
Nick MorrisTrustee
Tim HolmanTrustee
Zach FryTrustee
Ruth Lerner2nd VP
Mark ThompsonSecretary
Michelle RowlandSecretary
David DowdellTreasurer
Anne LindauerVice Pres
Rhonda PetrVP
Revenue and Support

Revenue Composition

Contributions and Grants
$5,629
Program Service Revenue
$136,089
Investment Income
$637
Other Revenue
$0
All Other Contributions
$510
Change in Net Assets
$2,867
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$133,728
Total Fundraising Expense$9,083
Salaries, Compensation, and Employee Benefits$5,760
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$83,994$12,558$9,083$105,635
Office Expenses-$11,132-$11,132
Depreciation Depletion$8,418--$8,418
Other Salaries and Wages-$5,760-$5,760
Fees for Services Legal-$3,808-$3,808
Insurance-$2,510-$2,510
Occupancy-$1,375-$1,375
Fees for Services Accounting-$850-$850
Total Functional Expenses$92,412$37,993$9,083$139,488
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 18

“UPON REQUEST”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Cherokee Triangle Association Inc
EIN
61-1211574
Phone
5024590256
Address
PO BOX 4306, LOUISVILLE, KY 40205-0306

Signing Officer

Name
Tim Holz
Title
President
Phone
5024590256
Signed
2016-11-07

Organization Details

Principal Officer
Tim Holz
Formed
1962
Legal Domicile
Ky
Voting Board Members
18
Independent Board Members
18
Employees
0

Preparer

Firm
Fit Money CPA
Address
1448 GARDINER LN STE 202, LOUISVILLE, KY 40213-1982
Preparer
Michelle M Musacchio
Phone
5024542755
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Part I, Line 6

“To provide set up and breakdown of tents for the cherokee triangle art fair; provide traffic control; provide maintenance and repair for willow park.”

Form 990, Page 2, Part III, Line 4D

“Maintenance of castleman and willow park donations to not-for-profits to continue their mission printing and mailing newsletter”

Form 990, Part IX, Line 11G

“Castleman maintenance 2,339 0 0 cherokee triangle art fair 65,484 0 0 committee expenses 0 172 0 computer and internet 0 1,605 0 concert expenses 767 0 0 donations not-for-profits 0 8,000 0 family festival 3,079 0 0 membership party 0 205 9,083 musicians 4,300 0 0 olmsted parks 2,359 0 0 sales and use tax 5,029 0 0 secuity 400 0 0 utilities 0 2,265 0 website 0 311 0 willow park general maintenan 237 0 0”

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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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IRS990/PYContributionsGrantsAmt09833
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0633
IRS990/PYOtherExpensesAmt0159554
IRS990/PYProgramServiceRevenueAmt0187814
IRS990/PYRevenuesLessExpensesAmt033161
IRS990/PYSalariesCompEmpBnftPaidAmt05565
IRS990/PYTotalExpensesAmt0165119
IRS990/PYTotalRevenueAmt0198280
IRS990/ReconcilationRevenueExpnssAmt02867
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0287223
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0283279
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt07262
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt08418
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt015680
IRS990ScheduleD/TotalBookValueLandBuildingsAmt07262
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO PROVIDE SET UP AND BREAKDOWN OF TENTS FOR THE CHEROKEE TRIANGLE ART FAIR; PROVIDE TRAFFIC CONTROL; PROVIDE MAINTENANCE AND REPAIR FOR WILLOW PARK.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MAINTENANCE OF CASTLEMAN AND WILLOW PARK DONATIONS TO NOT-FOR-PROFITS TO CONTINUE THEIR MISSION PRINTING AND MAILING NEWSLETTER
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CASTLEMAN MAINTENANCE 2,339 0 0 CHEROKEE TRIANGLE ART FAIR 65,484 0 0 COMMITTEE EXPENSES 0 172 0 COMPUTER AND INTERNET 0 1,605 0 CONCERT EXPENSES 767 0 0 DONATIONS NOT-FOR-PROFITS 0 8,000 0 FAMILY FESTIVAL 3,079 0 0 MEMBERSHIP PARTY 0 205 9,083 MUSICIANS 4,300 0 0 OLMSTED PARKS 2,359 0 0 SALES AND USE TAX 5,029 0 0 SECUITY 400 0 0 UTILITIES 0 2,265 0 WEBSITE 0 311 0 WILLOW PARK GENERAL MAINTENAN 237 0 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 1, PART I, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0KY
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0286601
IRS990/TotalAssetsEOYAmt0289919
IRS990/TotalAssetsGrp/BOYAmt0286601
IRS990/TotalAssetsGrp/EOYAmt0289919
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt05629
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt09083
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt037993
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt092412
IRS990/TotalFunctionalExpensesGrp/TotalAmt0139488
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0154
IRS990/TotalLiabilitiesEOYAmt0605
IRS990/TotalLiabilitiesGrp/BOYAmt0154
IRS990/TotalLiabilitiesGrp/EOYAmt0605
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0286447
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0289314
IRS990/TotalOtherProgSrvcExpenseAmt014120
IRS990/TotalProgramServiceExpensesAmt092412
IRS990/TotalProgramServiceRevenueAmt0136089
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0136726
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0142355
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0286601
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0289919
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0286447
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0289314
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt018
IRS990/VotingMembersIndependentCnt018
IRS990/WebsiteAddressTxt0WWW.CHEROKEETRIANGLE.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0TIM HOLZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05024590256
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHEROKEE TRIANGLE ASSOCIATION INC
ReturnHeader/Filer/BusinessNameControlTxt0CHER
ReturnHeader/Filer/EIN0611211574
ReturnHeader/Filer/PhoneNum05024590256
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 4306
ReturnHeader/Filer/USAddress/CityNm0LOUISVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd0402050306
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0273316003
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FIT MONEY CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01448 GARDINER LN STE 202
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOUISVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0402131982
ReturnHeader/PreparerPersonGrp/PhoneNum05024542755
ReturnHeader/PreparerPersonGrp/PreparationDt02017-01-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHELLE M MUSACCHIO
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-02-03T15:40:46-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$289,919
Liabilities
$605
Net assets
$289,314
Revenue
$142,355
Expenses
$139,488
Net income
$2,867
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.86$0.48$3.38$2.65$2.36$0.29
2023Summary only. Only limited summary data is available for this year.$2.64$0.14$2.49$2.28$2.19$0.09
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.50$0.10$2.40$2.47$1.75$0.73
2021Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.08$0.59$0.51
2020Detailed filing. Detailed filing data is available for this year.$2.18$0.00$2.18$0.20$1.00$0.80
2019Summary only. Only limited summary data is available for this year.$3.04$0.05$1.76$2.01$0.25
2018Summary only. Only limited summary data is available for this year.$3.24$0.00$1.66$1.57$0.10
2017Summary only. Only limited summary data is available for this year.$3.15$0.01$3.14$1.74$1.60$0.14
2016Detailed filing. Detailed filing data is available for this year.$2.90$0.01$2.89$1.42$1.39$0.03
2015Detailed filing. Detailed filing data is available for this year.$2.87$0.00$2.86$1.98$1.65$0.33
2014Summary only. Only limited summary data is available for this year.$2.53$0.00$2.53$1.90$1.96$0.06
2013Summary only. Only limited summary data is available for this year.$2.59$0.00$2.59$1.35$1.75$0.39
2012Summary only. Only limited summary data is available for this year.$2.98$0.00$2.98$1.60$1.21$0.39
2011Summary only. Only limited summary data is available for this year.$2.60$0.00$2.60$1.40$1.24$0.15