Civic Intelligence

Patricia Werthan Uhlmann Foundation

990PF • Fiscal year 2015 • EIN 62-1743716

Jan 01, 2015 to Dec 31, 2015 • Filed on May 03, 2016

Organization Profile
4400 Harding Road Suite 310Nashville, TN 37205

(615) 460-9240

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Net Margin

88th percentile

44%

Higher net margin than 88% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Asset Growth

62nd percentile

3.1%

Faster asset growth than 62% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

77th percentile

21%

Faster revenue growth than 77% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$1,796,219

Up $53,931 (+3.1%) from 2014

Net Assets

Up

$1,796,219

Up $55,731 (+3.2%) from 2014

Liabilities

Down

$0

Down $1,800 (-100%) from 2014

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin88th percentile

Revenue

Up

$114,589

Up $19,947 (+21%) from 2014

Expenses

Down

$63,796

Down $99,726 (-61%) from 2014

Net Income

Up

$50,793

Up $119,673 (+174%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $1,374,943Liabilities 2010: $0Net Assets 2010: $1,374,9432010Assets 2011: $1,473,990Liabilities 2011: $12011Assets 2012: $1,478,041Liabilities 2012: $0Net Assets 2012: $1,478,0412012Assets 2013: $1,813,505Liabilities 2013: $0Net Assets 2013: $1,813,5052013Assets 2014: $1,742,288Liabilities 2014: $1,800Net Assets 2014: $1,740,4882014Assets 2015: $1,796,219Liabilities 2015: $0Net Assets 2015: $1,796,2192015Assets 2016: $1,796,837Liabilities 2016: $0Net Assets 2016: $1,796,8372016Assets 2017: $2,228,235Liabilities 2017: $66,100Net Assets 2017: $2,162,1352017Assets 2018: $2,097,640Liabilities 2018: $40,000Net Assets 2018: $2,057,6402018Assets 2019: $1,935,412Liabilities 2019: $85,189Net Assets 2019: $1,850,2232019Assets 2020: $1,710,501Liabilities 2020: $31,795Net Assets 2020: $1,678,7062020Assets 2021: $2,880,672Liabilities 2021: $48,803Net Assets 2021: $2,831,8692021Assets 2022: $2,791,419Liabilities 2022: $104,170Net Assets 2022: $2,687,2492022Assets 2023: $2,869,503Liabilities 2023: $99,780Net Assets 2023: $2,769,7232023Assets 2024: $2,879,534Liabilities 2024: $0Net Assets 2024: $2,879,5342024

Highlighted filing

2015

Assets$1,796,219
Liabilities$0
Net Assets$1,796,219
Open 2015 Filing

Operations Trend

Revenue Growth77th percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $133,1792010Revenue 2011: $339,256Expenses 2011: $124,126Net Income 2011: $215,1302011Expenses 2012: $141,3612012Revenue 2013: $465,548Expenses 2013: $130,084Net Income 2013: $335,4642013Revenue 2014: $94,642Expenses 2014: $163,522Net Income 2014: -$68,8802014Revenue 2015: $114,589Expenses 2015: $63,796Net Income 2015: $50,7932015Revenue 2016: $26,535Expenses 2016: $51,580Net Income 2016: -$25,0452016Revenue 2017: $514,551Expenses 2017: $133,697Net Income 2017: $380,8542017Revenue 2018: $99,700Expenses 2018: $204,175Net Income 2018: -$104,4752018Revenue 2019: $223,701Expenses 2019: $253,921Net Income 2019: -$30,2202019Revenue 2020: $11,115Expenses 2020: $182,632Net Income 2020: -$171,5172020Revenue 2021: $1,422,151Expenses 2021: $224,848Net Income 2021: $1,197,3032021Revenue 2022: $196,171Expenses 2022: $340,873Net Income 2022: -$144,7022022Revenue 2023: $362,932Expenses 2023: $243,759Net Income 2023: $119,1732023Revenue 2024: $525,719Expenses 2024: $252,827Net Income 2024: $272,8922024

Highlighted filing

2015

Revenue$114,589
Expenses$63,796
Net Income$50,793
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 3, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PATRICIA W UHLMANNPresident-$0--
MEGAN U SHAWSecretary-$0--
KATHERINE U AIKMANTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Patricia Werthan Uhlmann Foundation
EIN
62-1743716
Phone
6154609240
Address
4400 HARDING ROAD SUITE 310, NASHVILLE, TN 37205

Signing Officer

Name
T Richard Travis Agent
Title
Agent
Phone
6154609240
Signed
2016-05-03
Discuss with paid preparer
Yes

Preparer

Firm
Blankenship CPA Group Pllc
Address
215 WARD CIRCLE, BRENTWOOD, TN 37027-2304
Preparer
Mike Dunn CPA
Phone
6153733771
Raw XML Appendix338 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/PersonNm0PATRICIA W UHLMANN
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
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/AddressLine1Txt04400 HARDING ROAD SUITE 310
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NASHVILLE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd037205
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TN
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0EQUITABLE TRUST COMPANY AGENT
IRS990PF/StatementsRegardingActyGrp/PhoneNum06154609240
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0NONE
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt029876
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt16700
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt25296
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO SUPPORT CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1TO SUPPORT CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2TERUMAH DONATION/BOOK OF REMEMBRANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0JEWISH FEDERATION OF GREATER KC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1UNIV OF KANSAS HILLEL FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2TEMPLE CONGREGATION B'NAI JEHUDAH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt05801 WEST 115TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1940 MISSISSIPPI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt212320 NALL AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0OVERLAND PARK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1LAWRENCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2OVERLAND PARK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0KS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1KS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2KS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd066211
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd166044
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd266209
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt041872
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/AppliedToCurrentYearAmt041872
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0113199
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt071327
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt020615
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt015219
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt030935
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt021018
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt040905
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt071327
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt057365
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt020615
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt015219
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt021531
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt041872
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt057365
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0128692
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt054
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt077
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0INVESTMENT INCOME RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt090
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt090
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0544
OtherIncomeSchedule2/OtherIncomeDetail/Desc0SECS LITIGATION PROCEEDS
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0544
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0544
OtherIncreasesSchedule/OtherIncreasesDetail/Amt04938
OtherIncreasesSchedule/OtherIncreasesDetail/Desc02014 990PF EXCISE TAX REFUND
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt01800
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc04TH QTR 2014 ESTIMATE PD IN JAN 15
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt020500
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt160
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0AGENCY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1PROCESSING FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt020500
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt160
TaxesSchedule/TaxesDetail/Amt020
TaxesSchedule/TaxesDetail/CategoryTxt0STATE FILING FEE
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0T RICHARD TRAVIS AGENT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0AGENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06154609240
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PATRICIA WERTHAN UHLMANN FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O EQUITABLE TRUST COMPANY 19601
ReturnHeader/Filer/BusinessNameControlTxt0PATR
ReturnHeader/Filer/EIN0621743716
ReturnHeader/Filer/PhoneNum06154609240
ReturnHeader/Filer/USAddress/AddressLine1Txt04400 HARDING ROAD SUITE 310
ReturnHeader/Filer/USAddress/CityNm0NASHVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd037205
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0450491842
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BLANKENSHIP CPA GROUP PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0215 WARD CIRCLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BRENTWOOD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0370272304
ReturnHeader/PreparerPersonGrp/PhoneNum06153733771
ReturnHeader/PreparerPersonGrp/PreparationDt02016-05-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MIKE DUNN CPA
ReturnHeader/ReturnTs02016-05-09T16:02:35-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,796,219
Liabilities
$0
Net assets
$1,796,219
Revenue
$114,589
Expenses
$63,796
Net income
$50,793
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.88$0.00$2.88$0.53$0.25$0.27
2023Detailed filing. Detailed filing data is available for this year.$2.87$0.10$2.77$0.36$0.24$0.12
2022Detailed filing. Detailed filing data is available for this year.$2.79$0.10$2.69$0.20$0.34$0.14
2021Detailed filing. Detailed filing data is available for this year.$2.88$0.05$2.83$1.42$0.22$1.20
2020Detailed filing. Detailed filing data is available for this year.$1.71$0.03$1.68$0.01$0.18$0.17
2019Detailed filing. Detailed filing data is available for this year.$1.94$0.09$1.85$0.22$0.25$0.03
2018Detailed filing. Detailed filing data is available for this year.$2.10$0.04$2.06$0.10$0.20$0.10
2017Detailed filing. Detailed filing data is available for this year.$2.23$0.07$2.16$0.51$0.13$0.38
2016Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$0.03$0.05$0.03
2015Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$0.11$0.06$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.09$0.16$0.07
2013Detailed filing. Detailed filing data is available for this year.$1.81$0.00$1.81$0.47$0.13$0.34
2012Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.48$0.14
2011Summary only. Only limited summary data is available for this year.$1.47$0.00$0.34$0.12$0.22
2010Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.13