Civic Intelligence

The Sutherland Foundation Inc

990T • Fiscal year 2023 • EIN 61-6175862

Apr 01, 2022 to Mar 31, 2023 • Filed on Mar 18, 2024

Organization Profile
710 West Main Street Suite 300Louisville, KY 40202

(502) 882-6250

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$10M$5.0M$0Assets 2011: $9,973,342Liabilities 2011: $02011Assets 2012: $9,300,990Liabilities 2012: $02012Assets 2013: $9,307,207Liabilities 2013: $02013Assets 2014: $4,336,458Liabilities 2014: $02014Assets 2015: $4,388,490Liabilities 2015: $02015Assets 2016: $4,027,349Liabilities 2016: $02016Assets 2019: $3,815,676Liabilities 2019: $02019Assets 2020: $3,676,847Liabilities 2020: $02020Assets 2021: $4,613,892Liabilities 2021: $0Net Assets 2021: $4,613,8922021Assets 2022: $4,155,152Liabilities 2022: $0Net Assets 2022: $4,155,1522022Assets 2023: $3,704,285Liabilities 2023: $0Net Assets 2023: $3,704,2852023Assets 2024: $3,372,301Liabilities 2024: $0Net Assets 2024: $3,372,3012024Assets 2025: $3,163,227Liabilities 2025: $0Net Assets 2025: $3,163,2272025

Latest loaded filing

2025

Assets$3,163,227
Liabilities$0
Net Assets$3,163,227
Open 2025 Filing

Operations Trend

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

$2.0M$1.0M$0-$1.0MRevenue 2011: $267,834Expenses 2011: $1,241,517Net Income 2011: -$973,6832011Revenue 2012: $587,523Expenses 2012: $1,259,875Net Income 2012: -$672,3522012Revenue 2013: $500,402Expenses 2013: $494,185Net Income 2013: $6,2172013Revenue 2014: $303,370Expenses 2014: $504,851Net Income 2014: -$201,4812014Revenue 2015: $433,360Expenses 2015: $254,487Net Income 2015: $178,8732015Revenue 2016: $294,716Expenses 2016: $655,857Net Income 2016: -$361,1412016Revenue 2019: $800,067Expenses 2019: $524,235Net Income 2019: $275,8322019Revenue 2020: $505,577Expenses 2020: $644,406Net Income 2020: -$138,8292020Revenue 2021: $1,527,278Expenses 2021: $590,233Net Income 2021: $937,0452021Revenue 2022: $204,403Expenses 2022: $663,143Net Income 2022: -$458,7402022Revenue 2023: $88,270Expenses 2023: $539,137Net Income 2023: -$450,8672023Revenue 2024: $209,003Expenses 2024: $540,987Net Income 2024: -$331,9842024Revenue 2025: $331,606Expenses 2025: $540,680Net Income 2025: -$209,0742025

Latest loaded filing

2025

Revenue$331,606
Expenses$540,680
Net Income-$209,074
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2022 to Mar 31, 2023
Signed
Mar 18, 2024
Return Version
2022v7.0
Filing and Contact Details

Filer

Filer Name
The Sutherland Foundation Inc
EIN
61-6175862
Phone
5028826250
Address
710 WEST MAIN STREET SUITE 300, LOUISVILLE, KY 40202

Signing Officer

Name
Jim Seiler
Title
Treasurer
Phone
5028826250
Signed
2024-03-18
Discuss with paid preparer
Yes

Preparer

Firm
Louis T Roth & Co Pllc
Address
2100 GARDINER LANE 207, LOUISVILLE, KY 40205
Preparer
Amy S Miles
Phone
5024598100
Raw XML Appendix101 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.

Path#Value
IRS1120ScheduleD/CapitalGainNetIncomeAmt01111
IRS1120ScheduleD/NetCapitalGainAmt01111
IRS1120ScheduleD/NetLTCapitalGainOrLossAmt01111
IRS1120ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalGainOrLossAmt01111
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt0358
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt174
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt2679
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0BBR REAL ESTATE (II) LP
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc1BBR PRIVATE INVESTMENT FUND - SERIES C L
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc2BBR PRIVATE INVESTMENT FUND - SERIES D L
IRS8949/LongTermCapitalGainAndLossGrp/TotalGainOrLossAmt01111
IRS8949/LongTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS990T/BalanceDueAmt0235
IRS990T/BooksInCareOfDetail/PersonNm0THE SUTHERLAND FOUNDATION INC
IRS990T/BooksInCareOfDetail/PhoneNum05028826200
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0710 WEST MAIN STREET SUITE 300
IRS990T/BooksInCareOfDetail/USAddress/CityNm0LOUISVILLE
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0KY
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd040202
IRS990T/BookValueAssetsEOYAmt03704285
IRS990T/ChangeInMethodOfAccountingInd00
IRS990T/CharitableContributionsDedAmt01
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/PaidTaxLiabilityAmt00
IRS990TScheduleA/CapitalGainNetIncomeAmt01111
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/PrincipalBusinessActivityCd0525990
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt00
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalOrdinaryGainLossAmt0-121
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt01132
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt02122
IRS990TScheduleA/TotUnrltTrdBusIncmAmt02122
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0UNRELATED BUSINESS TAXABLE INCOME RELATED TO ITEMS OF I
IRS990TScheduleA/UBIBeforeNOLDedAmt02122
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt02122
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt0235
IRS990T/TaxLessCreditsAmt0235
IRS990T/TotalDeductionAmt01000
IRS990T/TotalTaxAmt0235
IRS990T/TotalTaxComputationAmt0235
IRS990T/TotalUBTIAmt01121
IRS990T/TotalUBTIBeforeNOLSpecificAmt02121
IRS990T/TotalUBTIBeforeSection199AAmt02121
IRS990T/TotalUBTIComputedAmt02122
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JIM SEILER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05028826250
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-03-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE SUTHERLAND FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0SUTH
ReturnHeader/Filer/EIN0616175862
ReturnHeader/Filer/PhoneNum05028826250
ReturnHeader/Filer/USAddress/AddressLine1Txt0710 WEST MAIN STREET SUITE 300
ReturnHeader/Filer/USAddress/CityNm0LOUISVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd040202
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
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/PreparationDt02024-03-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AMY S MILES
ReturnHeader/ReturnTs02024-03-18T12:27:35-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JIM
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SEILER
ReturnHeader/TaxPeriodBeginDt02022-04-01
ReturnHeader/TaxPeriodEndDt02023-03-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.16$0.00$3.16$0.33$0.54$0.21
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.37$0.00$3.37$0.21$0.54$0.33
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.70$0.00$3.70$0.09$0.54$0.45
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.16$0.00$4.16$0.20$0.66$0.46
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.61$0.00$4.61$1.53$0.59$0.94
2020Summary only. Only limited summary data is available for this year.$3.68$0.00$0.51$0.64$0.14
2019Summary only. Only limited summary data is available for this year.$3.82$0.00$0.80$0.52$0.28
2016Summary only. Only limited summary data is available for this year.$4.03$0.00$0.29$0.66$0.36
2015Summary only. Only limited summary data is available for this year.$4.39$0.00$0.43$0.25$0.18
2014Summary only. Only limited summary data is available for this year.$4.34$0.00$0.30$0.50$0.20
2013Summary only. Only limited summary data is available for this year.$9.31$0.00$0.50$0.49$0.01
2012Summary only. Only limited summary data is available for this year.$9.30$0.00$0.59$1.26$0.67
2011Summary only. Only limited summary data is available for this year.$9.97$0.00$0.27$1.24$0.97