Civic Intelligence

Wca Charitable Foundation Tr

990PF • Fiscal year 2019 • EIN 61-1328465

Jan 01, 2019 to Dec 31, 2019 • Filed on May 26, 2020

Organization Profile
2100 Gardiner Lane No 207Louisville, KY 40205

(615) 465-7269

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.

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

60th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

12th percentile

-43%

Higher net margin than 12% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

38th percentile

-3.1%

Faster asset growth than 38% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

46th percentile

-1.3%

Faster revenue growth than 46% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$290,903

Down $9,406 (-3.1%) from 2018

Net Assets

Down

$290,903

Down $9,406 (-3.1%) from 2018

Liabilities

Up

$1

Up $1 from 2018

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin12th percentile

Revenue

Down

$21,778

Down $277 (-1.3%) from 2018

Expenses

Down

$31,184

Down $22,110 (-41%) from 2018

Net Income

Up

-$9,406

Up $21,833 (+70%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth38th 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: $1Net Assets 2019: $290,9032019Assets 2020: $190,103Liabilities 2020: $0Net Assets 2020: $190,1032020Assets 2021: $143,326Liabilities 2021: $0Net Assets 2021: $143,3262021Assets 2022: $130,329Liabilities 2022: $0Net Assets 2022: $130,3292022

Highlighted filing

2019

Assets$290,903
Liabilities$1
Net Assets$290,903
Open 2019 Filing

Operations Trend

Revenue Growth46th 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

2019

Revenue$21,778
Expenses$31,184
Net Income-$9,406
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 26, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay77th 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 NO 207, LOUISVILLE, KY 40205

Signing Officer

Name
Judy Bealmear Trustee
Title
Trustee
Phone
6154657269
Signed
2020-05-26
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 Appendix333 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/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0216089
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IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
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IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0KY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum05024598100
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0NA
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt025000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0NATIONAL MUSEUM OF AFRICAN AMERICAN MUSIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0211 7TH AVENUE N SUITE 420
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NASHVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd037219
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt025000
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/AppliedToCurrentYearAmt014496
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt014496
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt033608
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0322178
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt017799
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01305210
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt01305210
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0387908
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt014323
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt033608
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0322178
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt017799
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt028819
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt014323
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01693118
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01678795
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt04236
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt144
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0PREPAID FEDERAL TAXES
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1DIVIDENDS RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt03900
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt144
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt03900
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt144
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt02029
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02029
TaxesSchedule/TaxesDetail/Amt0336
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JUDY BEALMEAR TRUSTEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06154657269
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-26
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 NO 207
ReturnHeader/Filer/USAddress/CityNm0LOUISVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd040205
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId02899221330C3415F33CB60398DEF52DF98160AD6
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0EAA7396F6E63F244DD5DA32CC899306CA48809BC
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.219.198.229
ReturnHeader/FilingSecurityInformation/IPDt02020-05-26
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm014:54:27
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/PreparationDt02020-05-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BARRY J CHRISTENSEN
ReturnHeader/ReturnTs02020-05-27T07:27:27-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$290,903
Liabilities
$1
Net assets
$290,903
Revenue
$21,778
Expenses
$31,184
Net income
-$9,406
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
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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