Civic Intelligence

May Wetherby Jones Charitable Foundation

990PF • Fiscal year 2018 • EIN 61-1335008

Jan 01, 2018 to Dec 31, 2018 • Filed on May 06, 2019

Organization Profile
2100 High Ridge RoadLouisville, KY 40207-1128

(502) 895-8908

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

5th percentile

-93%

Higher net margin than 5% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

51st percentile

$29,296

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 26.7% of source-year revenue.

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

88th percentile

29%

Faster asset growth than 88% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2015 to 2018

Revenue Growth

5th percentile

-60%

Faster revenue growth than 5% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2015 to 2018

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$2,488,140

Up $1,321,853 (+113%) from 2015

Net Assets

$2,488,140

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin5th percentile

Revenue

Down

$109,595

Down $1,555,957 (-93%) from 2015

Expenses

Up

$210,993

Up $200,013 (+1822%) from 2015

Net Income

Down

-$101,398

Down $1,755,970 (-106%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth88th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $19,906Liabilities 2011: $02011Assets 2012: $19,358Liabilities 2012: $02012Assets 2013: $18,807Liabilities 2013: $02013Assets 2014: $18,043Liabilities 2014: $02014Assets 2015: $1,166,287Liabilities 2015: $02015Assets 2018: $2,488,140Liabilities 2018: $0Net Assets 2018: $2,488,1402018Assets 2019: $2,426,738Liabilities 2019: $1Net Assets 2019: $2,426,7362019Assets 2020: $2,287,380Liabilities 2020: $1Net Assets 2020: $2,287,3802020Assets 2021: $2,165,551Liabilities 2021: $1Net Assets 2021: $2,165,5512021Assets 2022: $2,030,971Liabilities 2022: $1Net Assets 2022: $2,030,9712022Assets 2023: $1,951,621Liabilities 2023: $1Net Assets 2023: $1,951,6212023Assets 2024: $2,057,638Liabilities 2024: $0Net Assets 2024: $2,057,6382024

Highlighted filing

2018

Assets$2,488,140
Liabilities$0
Net Assets$2,488,140
Open 2018 Filing

Operations Trend

Revenue Growth5th percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2011: $1,251Expenses 2011: $1,319Net Income 2011: -$682011Revenue 2012: $465Expenses 2012: $1,013Net Income 2012: -$5482012Revenue 2013: $342Expenses 2013: $1,055Net Income 2013: -$7132013Revenue 2014: $301Expenses 2014: $903Net Income 2014: -$6022014Revenue 2015: $1,665,552Expenses 2015: $10,980Net Income 2015: $1,654,5722015Revenue 2018: $109,595Expenses 2018: $210,993Net Income 2018: -$101,3982018Revenue 2019: $72,147Expenses 2019: $133,551Net Income 2019: -$61,4042019Revenue 2020: $74,991Expenses 2020: $214,349Net Income 2020: -$139,3582020Revenue 2021: $110,927Expenses 2021: $232,756Net Income 2021: -$121,8292021Revenue 2022: $61,766Expenses 2022: $196,607Net Income 2022: -$134,8412022Revenue 2023: $117,099Expenses 2023: $196,449Net Income 2023: -$79,3502023Revenue 2024: $326,416Expenses 2024: $220,399Net Income 2024: $106,0172024

Highlighted filing

2018

Revenue$109,595
Expenses$210,993
Net Income-$101,398
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 6, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay51st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
H SCOTT DAVIS JRTrusteePT$29,296-$29,296
J WALKER STITES IIITrustee-$5,170-$5,170
Filing and Contact Details

Filer

Filer Name
May Wetherby Jones Foundation
EIN
61-1335008
Phone
5028958908
Address
2100 HIGH RIDGE ROAD, LOUISVILLE, KY 40207-1128

Signing Officer

Name
H Scott Davis Jr
Title
Trustee
Phone
5028958908
Signed
2019-05-06
Discuss with paid preparer
Yes

Preparer

Firm
Jo Anne Schneider CPA Psc
Address
918 LILY CREEK RD STE 101, LOUISVILLE, KY 40243
Preparer
Jo Anne Schneider
Phone
5022539800
Raw XML Appendix311 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0J WALKER STITES III
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SEE ATTACHED SCHEDULE
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt04995
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt017
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt017
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt029463
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt06336
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt018132
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt04995
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0177934
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt06336
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt029480
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt023144
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt031
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt02
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt033
OtherIncomeSchedule2/OtherIncomeDetail/Desc0DIVIDENDS
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt039642
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt039642
TaxesSchedule/TaxesDetail/Amt0442
TaxesSchedule/TaxesDetail/Amt11261
TaxesSchedule/TaxesDetail/Amt225000
TaxesSchedule/TaxesDetail/Amt34516
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES WITHHELD
TaxesSchedule/TaxesDetail/CategoryTxt1STATE TAXES
TaxesSchedule/TaxesDetail/CategoryTxt2EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt3UNI TRUST FORM 1041
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0H SCOTT DAVIS JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05028958908
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MAY WETHERBY JONES FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MAYW
ReturnHeader/Filer/EIN0611335008
ReturnHeader/Filer/PhoneNum05028958908
ReturnHeader/Filer/USAddress/AddressLine1Txt02100 HIGH RIDGE ROAD
ReturnHeader/Filer/USAddress/CityNm0LOUISVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd0402071128
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId05FEAB7A29B2815F1B2FB92EE74626E30C23155F5
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId00ACBB4B6FF3982A2F64F1B25FAB28031590203AD
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.123.157.54
ReturnHeader/FilingSecurityInformation/IPDt02019-05-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm012:14:10
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0471131135
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JO ANNE SCHNEIDER CPA PSC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0918 LILY CREEK RD STE 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOUISVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd040243
ReturnHeader/PreparerPersonGrp/PhoneNum05022539800
ReturnHeader/PreparerPersonGrp/PreparationDt02019-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JO ANNE SCHNEIDER
ReturnHeader/ReturnTs02019-05-08T12:14:10-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,488,140
Liabilities
$0
Net assets
$2,488,140
Revenue
$109,595
Expenses
$210,993
Net income
-$101,398
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.06$0.00$2.06$0.33$0.22$0.11
2023Detailed filing. Detailed filing data is available for this year.$1.95$0.00$1.95$0.12$0.20$0.08
2022Detailed filing. Detailed filing data is available for this year.$2.03$0.00$2.03$0.06$0.20$0.13
2021Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$0.11$0.23$0.12
2020Detailed filing. Detailed filing data is available for this year.$2.29$0.00$2.29$0.07$0.21$0.14
2019Detailed filing. Detailed filing data is available for this year.$2.43$0.00$2.43$0.07$0.13$0.06
2018Detailed filing. Detailed filing data is available for this year.$2.49$0.00$2.49$0.11$0.21$0.10
2015Summary only. Only limited summary data is available for this year.$1.17$0.00$1.67$0.01$1.65
2014Summary only. Only limited summary data is available for this year.$0.02$0.00$0.00$0.00$0.00
2013Summary only. Only limited summary data is available for this year.$0.02$0.00$0.00$0.00$0.00
2012Summary only. Only limited summary data is available for this year.$0.02$0.00$0.00$0.00$0.00
2011Summary only. Only limited summary data is available for this year.$0.02$0.00$0.00$0.00$0.00