Civic Intelligence

Wca Charitable Foundation Tr

990PF • Fiscal year 2021 • EIN 61-1328465

Jan 01, 2021 to Dec 31, 2021 • Filed on Oct 27, 2022

Organization Profile

Refreshing map…

2100 Gardiner Lane 207Louisville, KY 40205

(615) 465-7269

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Higher debt load relative to assets than 58% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

59th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

5th percentile

-306%

Higher net margin than 5% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

15th percentile

-25%

Faster asset growth than 15% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

95th percentile

352%

Faster revenue growth than 95% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$143,326

Down $46,777 (-25%) from 2020

Net Assets

Down

$143,326

Down $46,777 (-25%) from 2020

Liabilities

Up

$1

Up $1 from 2020

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin5th percentile

Revenue

Up

$15,268

Up $11,890 (+352%) from 2020

Expenses

Down

$62,045

Down $42,133 (-40%) from 2020

Net Income

Up

-$46,777

Up $54,023 (+54%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth15th percentile

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

$800K$600K$400K$200K$0Assets 2014: $673,099Liabilities 2014: $0Net Assets 2014: $673,0992014Assets 2015: $620,425Liabilities 2015: $0Net Assets 2015: $620,4252015Assets 2017: $331,548Liabilities 2017: $0Net Assets 2017: $331,5482017Assets 2018: $300,309Liabilities 2018: $0Net Assets 2018: $300,3092018Assets 2019: $290,903Liabilities 2019: $0Net Assets 2019: $290,9032019Assets 2020: $190,103Liabilities 2020: $0Net Assets 2020: $190,1032020Assets 2021: $143,326Liabilities 2021: $1Net Assets 2021: $143,3262021Assets 2022: $130,329Liabilities 2022: $0Net Assets 2022: $130,3292022

Highlighted filing

2021

Assets$143,326
Liabilities$1
Net Assets$143,326
Open 2021 Filing

Operations Trend

Revenue Growth95th percentile

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

$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2014: $67,574Expenses 2014: $1,355,830Net Income 2014: -$1,288,2562014Revenue 2015: $6,961Expenses 2015: $52,962Net Income 2015: -$46,0012015Revenue 2017: $42,638Expenses 2017: $354,936Net Income 2017: -$312,2982017Revenue 2018: $22,055Expenses 2018: $53,294Net Income 2018: -$31,2392018Revenue 2019: $21,778Expenses 2019: $31,184Net Income 2019: -$9,4062019Revenue 2020: $3,378Expenses 2020: $104,178Net Income 2020: -$100,8002020Revenue 2021: $15,268Expenses 2021: $62,045Net Income 2021: -$46,7772021Revenue 2022: $12,158Expenses 2022: $25,155Net Income 2022: -$12,9972022

Highlighted filing

2021

Revenue$15,268
Expenses$62,045
Net Income-$46,777
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Oct 27, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUZANNE MCDANIELTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Wca Charitable Foundation
EIN
61-1328465
Phone
6154657269
Address
2100 GARDINER LANE 207, LOUISVILLE, KY 40205

Signing Officer

Name
Judy Bealmear Trustee
Title
Trustee
Phone
6154657269
Signed
2022-10-27
Discuss with paid preparer
Yes

Preparer

Firm
Louis T Roth & Co Pllc
Address
2100 GARDINER LANE 207, LOUISVILLE, KY 40205
Preparer
Barry J Christensen
Phone
5024598100
Raw XML Appendix317 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/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt23322 WEST END AVE SUITE 900
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3630 WRIGHTS MILL RD
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SAN FRANCISCO
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3AL
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd194137
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd237203
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd336830
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt060000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt09439
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt09439
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt092419
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt014323
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt033608
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0322178
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0515099
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt052571
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt092419
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt014323
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt033608
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0322178
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt062010
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt052571
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0515099
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0462528
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt03584
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt144
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0PREPAID FEDERAL TAXES
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1DIVIDENDS RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt03549
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt144
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt03549
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt144
TaxesSchedule/TaxesDetail/Amt035
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JUDY BEALMEAR TRUSTEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06154657269
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-10-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WCA CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SUZANNE MCDANIEL TRUSTEE
ReturnHeader/Filer/BusinessNameControlTxt0WCAC
ReturnHeader/Filer/EIN0611328465
ReturnHeader/Filer/PhoneNum06154657269
ReturnHeader/Filer/USAddress/AddressLine1Txt02100 GARDINER LANE 207
ReturnHeader/Filer/USAddress/CityNm0LOUISVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd040205
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0610480236
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LOUIS T ROTH & CO PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02100 GARDINER LANE 207
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOUISVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd040205
ReturnHeader/PreparerPersonGrp/PhoneNum05024598100
ReturnHeader/PreparerPersonGrp/PreparationDt02022-10-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BARRY J CHRISTENSEN
ReturnHeader/ReturnTs02022-10-31T11:25:45-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JUDY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BEALMEAR TRUSTEE
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$143,326
Liabilities
$1
Net assets
$143,326
Revenue
$15,268
Expenses
$62,045
Net income
-$46,777
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.13$0.00$0.13$0.01$0.03$0.01
2021Detailed filing. Detailed filing data is available for this year.$0.14$0.00$0.14$0.02$0.06$0.05
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.19$0.00$0.19$0.00$0.10$0.10
2019Detailed filing. Detailed filing data is available for this year.$0.29$0.00$0.29$0.02$0.03$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.30$0.02$0.05$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$0.04$0.35$0.31
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.62$0.00$0.62$0.01$0.05$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$0.07$1.36$1.29