Civic Intelligence

Patricia Werthan Uhlmann Foundation

990PF • Fiscal year 2016 • EIN 62-1743716

Jan 01, 2016 to Dec 31, 2016 • Filed on Apr 26, 2017

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

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

7th percentile

-94%

Higher net margin than 7% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

47th percentile

0.0%

Faster asset growth than 47% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

3rd percentile

-77%

Faster revenue growth than 3% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$1,796,837

Up $618 (+0.0%) from 2015

Net Assets

Up

$1,796,837

Up $618 (+0.0%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin7th percentile

Revenue

Down

$26,535

Down $88,054 (-77%) from 2015

Expenses

Down

$51,580

Down $12,216 (-19%) from 2015

Net Income

Down

-$25,045

Down $75,838 (-149%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth47th 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

2016

Assets$1,796,837
Liabilities$0
Net Assets$1,796,837
Open 2016 Filing

Operations Trend

Revenue Growth3rd 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

2016

Revenue$26,535
Expenses$51,580
Net Income-$25,045
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Apr 26, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay42nd 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
2017-04-26
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 Appendix332 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
AccountingFeesSchedule/AccountingFeesDetail/Amt01325
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREPARATION FEES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt01345715
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1265074
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt01830877
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1284039
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0MUTUAL FUNDS / EQUITIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ALTERNATE INVESTMENTS
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt024906
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-6746
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt08375
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt026535
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt026535
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01325
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt033281
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt027257
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt027257
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt024906
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt024906
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt024906
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-25045
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0842209
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-6746
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt012936
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt08375
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt08375
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt08375
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt020345
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt020345
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02653
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt033281
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt027257
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt020345
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt051580
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt033281
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt026535
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt020345
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt024323
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02015-12-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12015-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt081000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1767955
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-7129
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-27017
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-7129
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-27017
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt073871
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1740938
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0EQUITABLE TRUST - SEE ATTACHED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1EQUITABLE TRUST - SEE ATTACHED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02016-09-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-6746
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-25045
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt025663
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01796837
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01796219
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01796837
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0112779
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0112779
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0112779
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0113038
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0259
IRS990PF/DistributableAmountGrp/TotalTaxAmt0259
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01625
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01884
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0259
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01625
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0259
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0259
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01884
IRS990PF/FMVAssetsEOYAmt02300964
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01693098
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01610789
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt02114916
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt090
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0151
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0151
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt01796219
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt01796837
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0103031
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0185897
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0185897
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01796219
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01796837
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02300964
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01796219
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01796837
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01796219
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01796837
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02295190
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0154344
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02140846
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt034428
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0113038
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02260762
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02295190
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0PATRICIA W UHLMANN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MEGAN U SHAW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2KATHERINE U AIKMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt04400 HARDING ROAD SUITE 310
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt14400 HARDING ROAD SUITE 310
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt24400 HARDING ROAD SUITE 310
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0NASHVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1NASHVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2NASHVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0TN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1TN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2TN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd037205
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd137205
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd237205
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0116389
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0116518
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt041872
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0130020
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0107768
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0116644
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0104718
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.051482
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.018193
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.058814
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.054020
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.066073
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.060308
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0129
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt02260762
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt02301600
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt02210690
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01994980
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt01765368
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01736373
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt027257
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.257408
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt027257
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt027257
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt027257
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
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/Amt0118
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt112139
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt210000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt32500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt42500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0IN MEMORY OF PETE ROTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1TO SUPPORT CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2TO SUPPORT THE ARTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3TO SUPPORT TEMPLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4SOCIETY OF FELLOWS GIFT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0TEMPLE CONGREGATION OHABAI SHOLOM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1JEWISH FEDERATION OF GREATER KC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2KANSAS CITY SYMPHONY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3TEMPLE CONGREGATION B'NAI JEHUDAH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4NELSON-ATKINS MUSEUM OF ART
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt05015 HARDING ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt15801 WEST 115TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21703 WYANDOTTE SUITE 200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt312320 NALL AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt44525 OAK STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NASHVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1OVERLAND PARK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2KANSAS CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3OVERLAND PARK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4KANSAS CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1KS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3KS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4MO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd037205
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd166211
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd264108
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd366209
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd464111
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt027257
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/AppliedToCurrentYearAmt027257
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0112779
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt057365
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt020615
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt015219
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt021531
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt057365
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt027257
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt057365
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt028157
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt090
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0INVESTMENT INCOME RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0151
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0151
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt08375
OtherIncomeSchedule2/OtherIncomeDetail/Desc0SECS LITIGATION PROCEEDS
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt08375
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt08375
OtherIncreasesSchedule/OtherIncreasesDetail/Amt011222
OtherIncreasesSchedule/OtherIncreasesDetail/Amt114441
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0STOCK BASIS ADJUSTMENT DUE TO MERGER
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1STOCK BASIS ADJUSTMENT DUE TO SPINOFF
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt020300
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt145
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0AGENCY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1PROCESSING FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt020300
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt145
TaxesSchedule/TaxesDetail/Amt020
TaxesSchedule/TaxesDetail/Amt1749
TaxesSchedule/TaxesDetail/Amt21884
TaxesSchedule/TaxesDetail/CategoryTxt0STATE FILING FEE
TaxesSchedule/TaxesDetail/CategoryTxt12015 FORM 990-PF EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt22016 FEDERAL ESTIMATED TAX PMTS
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0T RICHARD TRAVIS AGENT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0AGENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06154609240
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-04-26
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/FilingSecurityInformation/AtSubmissionCreationDeviceId01AF70EAC79558827D56C3F7D01BE8DF1111BB134
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0523BB9BB084EEE3299B68DDCD9530D65D60498CE
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/PreparationDt02017-04-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MIKE DUNN CPA
ReturnHeader/ReturnTs02017-05-10T10:17:18-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,796,837
Liabilities
$0
Net assets
$1,796,837
Revenue
$26,535
Expenses
$51,580
Net income
-$25,045
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