Civic Intelligence

The William E Barth Foundation Inc

990PF • Fiscal year 2019 • EIN 62-1328750

Jan 01, 2019 to Dec 31, 2019 • Filed on May 29, 2020

Organization Profile
12004 Lagrange RoadLouisville, KY 40223

(502) 584-1108

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

38th percentile

0.00x

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Net Margin

1st percentile

-1147%

Higher net margin than 1% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Balance Sheet
Liabilities / Assets38th percentile

Assets

Down

$524,275

Down $606,593 (-54%) from 2015

Net Assets

$524,275

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin1st percentile

Revenue

Down

$13,867

Down $342,390 (-96%) from 2015

Expenses

Down

$172,860

Down $56,310 (-25%) from 2015

Net Income

Down

-$158,993

Down $286,080 (-225%) from 2015

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,605,727Liabilities 2011: $02011Assets 2012: $1,077,451Liabilities 2012: $02012Assets 2013: $1,125,027Liabilities 2013: $02013Assets 2014: $1,003,781Liabilities 2014: $02014Assets 2015: $1,130,868Liabilities 2015: $02015Assets 2019: $524,275Liabilities 2019: $0Net Assets 2019: $524,2752019Assets 2020: $579,719Liabilities 2020: $0Net Assets 2020: $579,7192020Assets 2021: $651,722Liabilities 2021: $0Net Assets 2021: $651,7222021Assets 2022: $569,228Liabilities 2022: $0Net Assets 2022: $569,2282022Assets 2023: $538,145Liabilities 2023: $0Net Assets 2023: $538,1452023Assets 2024: $532,953Liabilities 2024: $0Net Assets 2024: $532,9532024

Highlighted filing

2019

Assets$524,275
Liabilities$0
Net Assets$524,275
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$400K$200K$0-$200K-$400KRevenue 2011: -$54,786Expenses 2011: $296,277Net Income 2011: -$351,0632011Revenue 2012: $177,259Expenses 2012: $192,349Net Income 2012: -$15,0902012Revenue 2013: $276,390Expenses 2013: $228,814Net Income 2013: $47,5762013Revenue 2014: $126,724Expenses 2014: $247,970Net Income 2014: -$121,2462014Revenue 2015: $356,257Expenses 2015: $229,170Net Income 2015: $127,0872015Revenue 2019: $13,867Expenses 2019: $172,860Net Income 2019: -$158,9932019Revenue 2020: $8,659Expenses 2020: $144,858Net Income 2020: -$136,1992020Revenue 2021: $197,333Expenses 2021: $125,330Net Income 2021: $72,0032021Revenue 2022: $28,606Expenses 2022: $111,100Net Income 2022: -$82,4942022Revenue 2023: $445Expenses 2023: $31,528Net Income 2023: -$31,0832023Revenue 2024: $39,590Expenses 2024: $44,256Net Income 2024: -$4,6662024

Highlighted filing

2019

Revenue$13,867
Expenses$172,860
Net Income-$158,993
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 29, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALLEN P DODD IIIPresidentPT$0--
ALLEN MCKEE DODDTreasurer-$0--
ELIZABETH DODD LOCOCOSecretaryPT$0--
MARY S SACHSDirector-$0--
Filing and Contact Details

Filer

Filer Name
The William E Barth Foundation Inc
EIN
62-1328750
Phone
5025841108
Address
12004 LAGRANGE ROAD, LOUISVILLE, KY 40223

Signing Officer

Name
Allen P Dodd Iii
Title
President
Signed
2020-05-29
Discuss with paid preparer
Yes

Preparer

Firm
Kimberly A Hardesty PSC
Address
1369 Highway 44 East PO Box 447, Shepherdsville, KY 40165
Preparer
Kimberly A Hardesty
Phone
5025433029
Raw XML Appendix335 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/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt012004 LAGRANGE ROAD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0LOUISVILLE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0KY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd040223
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0KY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0ALLEN P DODD III
IRS990PF/StatementsRegardingActyGrp/PhoneNum05025841108
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0WRITTEN APPLICATION, MATERIALS TO BE INCLUDED SPECIFIED IN DOCUMENTS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0DODD DODD ATTORNEYS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum05025841108
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt012004 LAGRANGE RD
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0LOUISVILLE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0KY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd040223
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0MUST BE PHYSICALLY LOCATED IN LOUISVILLE, KY OR JEFFERSON COUNTY, KENTUCKY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0MAY 31ST OF EACH YEAR, ALTHOUGH EXTENSIONS CAN BE GRANTED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt098500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0See Attached Schedule
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SEE ATTACHED SCHEDULE OF GRANTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt012004 LAGRANGE RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LOUISVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd040223
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt098500
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/AppliedToCurrentYearAmt061062
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt061062
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt095616
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0112671
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt049797
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt071322
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt070880
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt070880
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0393543
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt064137
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt095616
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0112671
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt049797
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt071322
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0125199
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt064137
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0464423
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0400286
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt026699
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt053398
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt026699
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ANNUAL MEMBERSHIP FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2SERVICE FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0400
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt11208
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt215
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0400
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11208
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt215
OtherIncomeSchedule2/OtherIncomeDetail/Desc0THE CARLYLE GROUP (K-1)
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0-1030
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-1030
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt017217
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0SACHS INVESTMENT GROUP
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt017217
TaxesSchedule/TaxesDetail/Amt0483
TaxesSchedule/TaxesDetail/Amt1724
TaxesSchedule/TaxesDetail/Amt215
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt1FORM 990-PF TAX
TaxesSchedule/TaxesDetail/CategoryTxt2LICENSE SOS
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0483
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1724
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt215
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ALLEN P DODD III
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE WILLIAM E BARTH FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0621328750
ReturnHeader/Filer/PhoneNum05025841108
ReturnHeader/Filer/USAddress/AddressLine1Txt012004 LAGRANGE ROAD
ReturnHeader/Filer/USAddress/CityNm0LOUISVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd040223
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0611290485
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Kimberly A Hardesty PSC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01369 Highway 44 East PO Box 447
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Shepherdsville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd040165
ReturnHeader/PreparerPersonGrp/PhoneNum05025433029
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kimberly A Hardesty
ReturnHeader/ReturnTs02020-05-29T08:11:53-07:00
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
$524,275
Liabilities
$0
Net assets
$524,275
Revenue
$13,867
Expenses
$172,860
Net income
-$158,993
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$0.04$0.04$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.54$0.00$0.54$0.00$0.03$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$0.03$0.11$0.08
2021Detailed filing. Detailed filing data is available for this year.$0.65$0.00$0.65$0.20$0.13$0.07
2020Detailed filing. Detailed filing data is available for this year.$0.58$0.00$0.58$0.01$0.14$0.14
2019Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$0.01$0.17$0.16
2015Summary only. Only limited summary data is available for this year.$1.13$0.00$0.36$0.23$0.13
2014Summary only. Only limited summary data is available for this year.$1.00$0.00$0.13$0.25$0.12
2013Summary only. Only limited summary data is available for this year.$1.13$0.00$0.28$0.23$0.05
2012Summary only. Only limited summary data is available for this year.$1.08$0.00$0.18$0.19$0.02
2011Summary only. Only limited summary data is available for this year.$1.61$0.00$0.05$0.30$0.35