Civic Intelligence

May Wetherby Jones Charitable Foundation

990PF • Fiscal year 2021 • EIN 61-1335008

Jan 01, 2021 to Dec 31, 2021 • Filed on May 03, 2022

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

31st percentile

0.00x

Higher debt load relative to assets than 31% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

32nd percentile

0.00x

Higher debt load relative to revenue than 32% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

4th percentile

-110%

Higher net margin than 4% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

57th percentile

$35,941

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 32.4% of source-year revenue.

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

12th percentile

-5.3%

Faster asset growth than 12% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

71st percentile

48%

Faster revenue growth than 71% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$2,165,551

Down $121,829 (-5.3%) from 2020

Net Assets

Down

$2,165,551

Down $121,829 (-5.3%) from 2020

Liabilities

Flat

$1

Flat from 2020

Revenue And Expenses
Liabilities / Revenue32nd percentileNet Margin4th percentile

Revenue

Up

$110,927

Up $35,936 (+48%) from 2020

Expenses

Up

$232,756

Up $18,407 (+8.6%) from 2020

Net Income

Up

-$121,829

Up $17,529 (+13%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth12th 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

2021

Assets$2,165,551
Liabilities$1
Net Assets$2,165,551
Open 2021 Filing

Operations Trend

Revenue Growth71st 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

2021

Revenue$110,927
Expenses$232,756
Net Income-$121,829
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 3, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
H SCOTT DAVIS JRTrustee-$35,941-$35,941
J WALKER STITES IIITrustee-$6,342-$6,342
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
2022-05-03
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 Appendix255 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
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1H SCOTT DAVIS JR
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IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt033435
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt017695
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherIncomeSchedule2/OtherIncomeDetail/Desc0MUTUAL FUND INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt052466
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt052466
TaxesSchedule/TaxesDetail/Amt0448
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES WITHHELD
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0H SCOTT DAVIS JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05028958908
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-03
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/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/PreparationDt02022-05-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JO ANNE SCHNEIDER
ReturnHeader/ReturnTs02022-05-17T10:03:52-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0H SCOTT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DAVIS
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
$2,165,551
Liabilities
$1
Net assets
$2,165,551
Revenue
$110,927
Expenses
$232,756
Net income
-$121,829
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