Civic Intelligence

Joseph C Ferre Rvoc Charitable Tr

990PF • Fiscal year 2021 • EIN 61-6144664

Jan 01, 2021 to Dec 31, 2021 • Filed on Apr 04, 2022

Stock Yards Bank Tr CO PO Box 3Louisville, KY 40232-4290

(502) 625-2282

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

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

Liabilities / Revenue

30th percentile

0.00x

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

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

Net Margin

40th percentile

7.7%

Higher net margin than 40% of similar nonprofits.

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

Top Officer Pay

58th percentile

$40,170

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 14.5% of source-year revenue.

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

Asset Growth

30th percentile

0.7%

Faster asset growth than 30% of similar nonprofits.

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

Revenue Growth

85th percentile

115%

Faster revenue growth than 85% of similar nonprofits.

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

Assets

Up

$3,232,014

Up $21,393 (+0.7%) from 2020

Net Assets

Up

$3,232,014

Up $21,393 (+0.7%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Up

$277,489

Up $148,701 (+115%) from 2020

Expenses

Up

$256,234

Up $29,632 (+13%) from 2020

Net Income

Up

$21,255

Up $119,069 (+122%) from 2020

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $3,474,425Liabilities 2011: $02011Assets 2012: $3,388,695Liabilities 2012: $02012Assets 2013: $3,443,044Liabilities 2013: $02013Assets 2014: $3,504,475Liabilities 2014: $02014Assets 2015: $3,610,334Liabilities 2015: $02015Assets 2019: $3,306,981Liabilities 2019: $0Net Assets 2019: $3,306,9812019Assets 2020: $3,210,621Liabilities 2020: $0Net Assets 2020: $3,210,6212020Assets 2021: $3,232,014Liabilities 2021: $0Net Assets 2021: $3,232,0142021Assets 2022: $3,081,609Liabilities 2022: $0Net Assets 2022: $3,081,6092022Assets 2023: $2,988,995Liabilities 2023: $0Net Assets 2023: $2,988,9952023Assets 2024: $3,059,134Liabilities 2024: $0Net Assets 2024: $3,059,1342024

Highlighted filing

2021

Assets$3,232,014
Liabilities$0
Net Assets$3,232,014

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2011: $459,067Expenses 2011: $200,734Net Income 2011: $258,3332011Revenue 2012: $129,893Expenses 2012: $222,175Net Income 2012: -$92,2822012Revenue 2013: $273,514Expenses 2013: $209,703Net Income 2013: $63,8112013Revenue 2014: $283,300Expenses 2014: $221,413Net Income 2014: $61,8872014Revenue 2015: $318,956Expenses 2015: $211,844Net Income 2015: $107,1122015Revenue 2019: $127,929Expenses 2019: $227,451Net Income 2019: -$99,5222019Revenue 2020: $128,788Expenses 2020: $226,602Net Income 2020: -$97,8142020Revenue 2021: $277,489Expenses 2021: $256,234Net Income 2021: $21,2552021Revenue 2022: $124,591Expenses 2022: $273,977Net Income 2022: -$149,3862022Revenue 2023: $135,329Expenses 2023: $227,994Net Income 2023: -$92,6652023Revenue 2024: $305,213Expenses 2024: $233,817Net Income 2024: $71,3962024

Highlighted filing

2021

Revenue$277,489
Expenses$256,234
Net Income$21,255
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Apr 4, 2022
Return Version
2021v4.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Stock Yards Bank Trust CoTrustee-$40,170-$40,170
Filing and Contact Details

Filer

Filer Name
Joseph C Ferree Charitable Trust
EIN
61-6144664
Phone
5026252282
Address
STOCK YARDS BANK TR CO PO BOX 3, LOUISVILLE, KY 40232-4290

Signing Officer

Name
Cynthia Walters
Title
Trustee
Phone
5026252282
Signed
2022-04-04
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
155 NORTH WACKER DRIVE, CHICAGO, IL 60606
Preparer
Donna S Gikas
Phone
3128792000
Raw XML Appendix367 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0PROGRAM SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1PROGRAM SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2PROGRAM SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3PROGRAM SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4PROGRAM SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5PROGRAM SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6PROGRAM SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0EPILEPSY FOUNDATION OF AMERICA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1ONEIDA BAPTIST INSTITUTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2MATTINGLY EDGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3ALICE LLOYD COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4KOSAIR CHARITIES COMMITTEE INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5UNIVERSITY OF LOUSIVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6CEDAR LAKE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt0FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0ATTN MS ANGELA OSTROM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1ATTN JERRY PIERCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2ATTN HOPE DITTMEIER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3ATTN JOE ALAN STEPP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4ATTN AIMEE SAPP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5ATTN GIFT ADMINISTRATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6ATTN MARGARET WAUGH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LANDOVER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1ONEIDA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2LOUISVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3PIPPA PASSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4LOUISVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5LOUISVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6LOUISVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0207852238
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd140972
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd240218
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd341844
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd4402337370
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd540208
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd640222
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0213192
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0218228
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0218228
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt08854
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt09401
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt021217
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt03871
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt014965
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt014965
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt049250
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt05907
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt08854
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt09401
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt021217
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt03871
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0224135
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt05907
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt064215
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt058308
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ROUNDING
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0139
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0TIMING OF INCOME
TaxesSchedule/TaxesDetail/Amt0819
TaxesSchedule/TaxesDetail/Amt11041
TaxesSchedule/TaxesDetail/Amt2112
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL ESTIMATES - PRINCIPAL
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES ON QUALIFIED FOR
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt11041
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt2112
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CYNTHIA WALTERS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05026252282
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-04-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOSEPH C FERREE CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0FERR
ReturnHeader/Filer/EIN0616144664
ReturnHeader/Filer/PhoneNum05026252282
ReturnHeader/Filer/USAddress/AddressLine1Txt0STOCK YARDS BANK TR CO PO BOX 3
ReturnHeader/Filer/USAddress/CityNm0LOUISVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd0402324290
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0346565596
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0155 NORTH WACKER DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHICAGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060606
ReturnHeader/PreparerPersonGrp/PhoneNum03128792000
ReturnHeader/PreparerPersonGrp/PreparationDt02022-04-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DONNA S GIKAS
ReturnHeader/ReturnTs02022-04-25T09:00:21-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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