Civic Intelligence

Wolftever Charitable Foundation

990PF • Fiscal year 2015 • EIN 62-1834123

Oct 01, 2014 to Sep 30, 2015 • Filed on Oct 29, 2015

Organization Profile
2637 Laurel Creek DriveSignal Mountain, TN 37377

(423) 886-4843

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Liabilities / Revenue

57th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Net Margin

97th percentile

90%

Higher net margin than 97% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2015

Asset Growth

83rd percentile

35%

Faster asset growth than 83% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

72nd percentile

17%

Faster revenue growth than 72% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$491,185

Up $128,304 (+35%) from 2014

Net Assets

Up

$491,185

Up $128,304 (+35%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin97th percentile

Revenue

Up

$142,982

Up $20,952 (+17%) from 2014

Expenses

Down

$14,678

Down $41,429 (-74%) from 2014

Net Income

Up

$128,304

Up $62,381 (+95%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth83rd percentile

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

$1.0M$500K$0Assets 2011: $228,554Liabilities 2011: $02011Assets 2012: $233,760Liabilities 2012: $12012Assets 2013: $296,958Liabilities 2013: $0Net Assets 2013: $296,9582013Assets 2014: $362,881Liabilities 2014: $0Net Assets 2014: $362,8812014Assets 2015: $491,185Liabilities 2015: $0Net Assets 2015: $491,1852015Assets 2016: $584,922Liabilities 2016: $0Net Assets 2016: $584,9222016Assets 2017: $571,191Liabilities 2017: $0Net Assets 2017: $571,1912017Assets 2018: $574,544Liabilities 2018: $0Net Assets 2018: $574,5442018Assets 2019: $563,302Liabilities 2019: $0Net Assets 2019: $563,3022019Assets 2020: $566,411Liabilities 2020: $0Net Assets 2020: $566,4112020Assets 2021: $547,299Liabilities 2021: $0Net Assets 2021: $547,2992021Assets 2022: $494,738Liabilities 2022: $13,680Net Assets 2022: $481,0582022Assets 2023: $439,210Liabilities 2023: $0Net Assets 2023: $439,2102023Assets 2024: $421,098Liabilities 2024: $2,535Net Assets 2024: $418,5632024Assets 2025: $910,246Liabilities 2025: $0Net Assets 2025: $910,2462025

Highlighted filing

2015

Assets$491,185
Liabilities$0
Net Assets$491,185
Open 2015 Filing

Operations Trend

Revenue Growth72nd percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $87,291Expenses 2011: $144,150Net Income 2011: -$56,8592011Revenue 2012: $131,462Expenses 2012: $126,256Net Income 2012: $5,2062012Expenses 2013: $53,7572013Revenue 2014: $122,030Expenses 2014: $56,107Net Income 2014: $65,9232014Revenue 2015: $142,982Expenses 2015: $14,678Net Income 2015: $128,3042015Revenue 2016: $117,533Expenses 2016: $23,796Net Income 2016: $93,7372016Revenue 2017: $9,024Expenses 2017: $22,755Net Income 2017: -$13,7312017Revenue 2018: $27,510Expenses 2018: $24,157Net Income 2018: $3,3532018Revenue 2019: $26,500Expenses 2019: $37,742Net Income 2019: -$11,2422019Revenue 2020: $18,381Expenses 2020: $15,272Net Income 2020: $3,1092020Revenue 2021: $23,736Expenses 2021: $42,848Net Income 2021: -$19,1122021Revenue 2022: $37,103Expenses 2022: $62,988Net Income 2022: -$25,8852022Revenue 2023: $25,225Expenses 2023: $67,073Net Income 2023: -$41,8482023Revenue 2024: $12,937Expenses 2024: $33,584Net Income 2024: -$20,6472024Revenue 2025: $534,728Expenses 2025: $43,045Net Income 2025: $491,6832025

Highlighted filing

2015

Revenue$142,982
Expenses$14,678
Net Income$128,304
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2014 to Sep 30, 2015
Signed
Oct 29, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAUL JOHN KRUESI IIICo-Trustee-$0--
STARR K WEEKESCo-Trustee-$0--
Filing and Contact Details

Filer

Filer Name
Wolftever Charitable Foundation
EIN
62-1834123
Phone
4238864843
Address
2637 LAUREL CREEK DRIVE, SIGNAL MOUNTAIN, TN 37377

Signing Officer

Name
Jack Kruesi
Title
President
Phone
4238664843
Signed
2015-10-29
Discuss with paid preparer
Yes

Preparer

Firm
Wilkins Crews & Associates Pc
Address
430 CHESTNUT STREET FOURTH FLOOR, CHATTANOOGA, TN 37402
Preparer
Wendey W Gatewood
Phone
4232665177
Raw XML Appendix340 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/Amt01295
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0WILKINS, CREWS & ASSOCIATES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01295
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt039774
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt156986
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2152264
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3208741
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt050740
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1136099
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2138177
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3221901
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0500 SHARES IBM CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1960 SHARES 3M COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23395 SH WOODWARD GOV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32290 SH BROWN FORMAN
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt08912
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt034500
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt043412
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt043412
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01295
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01295
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt034500
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt012500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt012500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt099570
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt08912
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt08912
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0128304
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt034500
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt034500
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt041234
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0242
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0242
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0641
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0641
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt012500
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt02178
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt014678
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt043412
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0142982
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt02178
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt02178
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt034500
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt034500
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt034500
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0CAPITALMARK BANK STOCK
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt034500
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0128304
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0491185
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0362881
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0491185
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt028821
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt028821
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt028821
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt029646
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0825
IRS990PF/DistributableAmountGrp/TotalTaxAmt0825
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt014
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0825
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0825
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0825
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0839
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt00
IRS990PF/FMVAssetsEOYAmt0580337
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt04686
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt033420
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt033420
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0358195
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0457765
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0546917
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0362881
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0491185
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0362881
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0491185
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0580337
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0362881
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0491185
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0362881
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0491185
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0601952
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt033840
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0568112
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt09029
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt029646
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0592923
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0601952
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0PAUL JOHN KRUESI III
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1STARR K WEEKES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CO-TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1CO-TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt02637 LAUREL CREEK DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1PO BOX 706
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SIGNAL MOUNTAIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1KETCHUM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0TN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1ID
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd037377
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd183340
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0146676
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0147088
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt053520
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt052008
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0124370
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0142528
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt056873
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.247377
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.122200
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.152213
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.409242
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.409199
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.144030
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0412
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0592923
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0437971
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0341678
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0303903
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0348310
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0394870
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt012500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt01.236884
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt012500
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt012500
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt012500
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0PAUL JOHN KRUESI III
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt02637 LAUREL CREEK DRIVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SIGNAL MOUNTAIN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd037377
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TN
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum04238864843
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0TYPED SUMMARY NOT TO EXCEED TWO PAGES
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0PAUL JOHN KRUESI III
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum04238664843
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt05213 WILSON ROAD
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0SIGNAL MOUNTAIN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0TN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd037377
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt110000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt21500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2YOUTH ACTIVITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0MEDAL OF HONOR MUSEUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1PIONEER MONTESSORI SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2YOUNG LIFE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0368 NORTHGATE MALL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1300 MONTESSORI WAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2516 CHEROKEE BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CHATTANOOGA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1CHATTANOOGA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2CHATTANOOGA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd037415
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd137401
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd237405
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt012500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt012500
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt028821
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt016321
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt032247
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt035357
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0109861
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0126380
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt021960
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt016321
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt05639
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0303845
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt032247
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt035357
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0109861
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0126380
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt012500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0309484
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0325805
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0KRUESI CHARITABLE LEAD TRUST
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt02637 LAUREL CREEK DRIVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0SIGNAL MTN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0TN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd037377
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt099570
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt099570
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc01105 SHARES OF BROWN FORMAN (BFB)
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02014-12-26
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK SERVICE CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0242
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0242
TaxesSchedule/TaxesDetail/Amt0641
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0641
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JACK KRUESI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04238664843
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-10-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WOLFTEVER CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WOLF
ReturnHeader/Filer/EIN0621834123
ReturnHeader/Filer/PhoneNum04238864843
ReturnHeader/Filer/USAddress/AddressLine1Txt02637 LAUREL CREEK DRIVE
ReturnHeader/Filer/USAddress/CityNm0SIGNAL MOUNTAIN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd037377
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0203250784
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WILKINS CREWS & ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0430 CHESTNUT STREET FOURTH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHATTANOOGA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd037402
ReturnHeader/PreparerPersonGrp/PhoneNum04232665177
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WENDEY W GATEWOOD
ReturnHeader/ReturnTs02015-11-16T14:44:17-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-10-01
ReturnHeader/TaxPeriodEndDt02015-09-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$491,185
Liabilities
$0
Net assets
$491,185
Revenue
$142,982
Expenses
$14,678
Net income
$128,304
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$9.10$0.00$9.10$5.35$0.43$4.92
2024Detailed filing. Detailed filing data is available for this year.$4.21$0.03$4.19$0.13$0.34$0.21
2023Detailed filing. Detailed filing data is available for this year.$4.39$0.00$4.39$0.25$0.67$0.42
2022Detailed filing. Detailed filing data is available for this year.$4.95$0.14$4.81$0.37$0.63$0.26
2021Detailed filing. Detailed filing data is available for this year.$5.47$0.00$5.47$0.24$0.43$0.19
2020Detailed filing. Detailed filing data is available for this year.$5.66$0.00$5.66$0.18$0.15$0.03
2019Detailed filing. Detailed filing data is available for this year.$5.63$0.00$5.63$0.27$0.38$0.11
2018Detailed filing. Detailed filing data is available for this year.$5.75$0.00$5.75$0.28$0.24$0.03
2017Detailed filing. Detailed filing data is available for this year.$5.71$0.00$5.71$0.09$0.23$0.14
2016Detailed filing. Detailed filing data is available for this year.$5.85$0.00$5.85$1.18$0.24$0.94
2015Detailed filing. Detailed filing data is available for this year.$4.91$0.00$4.91$1.43$0.15$1.28
2014Detailed filing. Detailed filing data is available for this year.$3.63$0.00$3.63$1.22$0.56$0.66
2013Detailed filing. Detailed filing data is available for this year.$2.97$0.00$2.97$0.54
2012Summary only. Only limited summary data is available for this year.$2.34$0.00$1.31$1.26$0.05
2011Summary only. Only limited summary data is available for this year.$2.29$0.00$0.87$1.44$0.57
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • <$500k nonprofits