Civic Intelligence

M S W Foundation

990PF • Fiscal year 2011 • EIN 64-0815749

Jan 01, 2011 to Dec 31, 2011 • Filed on May 15, 2012

Organization Profile
2829 Lakeland Drive39232
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2011 filings • <$500k nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

2011 filings • <$500k nonprofits • Source year 2011

Asset Growth

60th percentile

3.3%

Faster asset growth than 60% of similar nonprofits.

2011 filings • <$500k nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$167,780

Up $5,336 (+3.3%) from 2010

Net Assets

Up

$167,780

Up $5,336 (+3.3%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$23,116

Up $7,597 (+49%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

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

$800K$600K$400K$200K$0Assets 2010: $162,444Liabilities 2010: $0Net Assets 2010: $162,4442010Assets 2011: $167,780Liabilities 2011: $0Net Assets 2011: $167,7802011Assets 2012: $166,018Liabilities 2012: $0Net Assets 2012: $166,0182012Assets 2013: $170,436Liabilities 2013: $0Net Assets 2013: $170,4362013Assets 2014: $183,423Liabilities 2014: $0Net Assets 2014: $183,4232014Assets 2015: $192,496Liabilities 2015: $0Net Assets 2015: $192,4962015Assets 2016: $193,928Liabilities 2016: $0Net Assets 2016: $193,9282016Assets 2017: $218,825Liabilities 2017: $0Net Assets 2017: $218,8252017Assets 2018: $321,881Liabilities 2018: $0Net Assets 2018: $321,8812018Assets 2019: $327,261Liabilities 2019: $0Net Assets 2019: $327,2612019Assets 2020: $337,437Liabilities 2020: $0Net Assets 2020: $337,4372020Assets 2021: $342,139Liabilities 2021: $0Net Assets 2021: $342,1392021Assets 2022: $582,697Liabilities 2022: $0Net Assets 2022: $582,6972022Assets 2023: $589,282Liabilities 2023: $0Net Assets 2023: $589,2822023Assets 2024: $618,890Liabilities 2024: $0Net Assets 2024: $618,8902024

Highlighted filing

2011

Assets$167,780
Liabilities$0
Net Assets$167,780
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$300K$200K$100K$0Expenses 2010: $15,5192010Expenses 2011: $23,1162011Expenses 2012: $25,7392012Revenue 2013: $36,269Expenses 2013: $31,851Net Income 2013: $4,4182013Revenue 2014: $37,156Expenses 2014: $24,169Net Income 2014: $12,9872014Revenue 2015: $33,401Expenses 2015: $24,323Net Income 2015: $9,0782015Revenue 2016: $25,219Expenses 2016: $23,798Net Income 2016: $1,4212016Revenue 2017: $41,943Expenses 2017: $17,066Net Income 2017: $24,8772017Revenue 2018: $163,452Expenses 2018: $19,926Net Income 2018: $143,5262018Revenue 2019: $34,967Expenses 2019: $29,686Net Income 2019: $5,2812019Revenue 2020: $33,802Expenses 2020: $33,608Net Income 2020: $1942020Revenue 2021: $58,374Expenses 2021: $42,165Net Income 2021: $16,2092021Revenue 2022: $279,088Expenses 2022: $38,530Net Income 2022: $240,5582022Revenue 2023: $38,741Expenses 2023: $32,156Net Income 2023: $6,5852023Revenue 2024: $72,877Expenses 2024: $43,269Net Income 2024: $29,6082024

Highlighted filing

2011

Revenue-
Expenses$23,116
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
May 15, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jonathan RogersTrustee-$0--
Belinda B StyresTrustee-$0--
Merry S Walker DoughertyTrustee-$0--
Wellford TaborTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantUniversity of Virginia Art MuseumTo support the mission of the organization.ExemptCharlottesville, VA, US$13,000
Paid GrantSpeed Art MuseumTo support the mission of the organization.ExemptLouisville, KY, US$4,000
Paid GrantThe West End SchoolTo support the mission of the organization.ExemptLouisville, KY, US$1,500
Paid GrantMcCallieTo support the mission of the organizationExemptChattanooga, TN, US$1,000
Paid GrantTeach KentuckyTo support the mission of the organization.ExemptLouisville, KY, US$1,000
Paid GrantVisually Impaired Preschool ServicesTo support the mission of the organization.ExemptLouisville, KY, US$500
Paid GrantLouisville ZooTo support the mission of the organization.ExemptLouisville, KY, US$250
Paid GrantLouisville BalletTo support the mission of the organization.ExemptLouisville, KY, US$150
Filing and Contact Details

Filer

EIN
64-0815749
Raw XML Appendix385 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/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1To support the mission of the organization.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2To support the mission of the organization
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3To support the mission of the organization.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4To support the mission of the organization.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5To support the mission of the organization.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution6To support the mission of the organization.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution7To support the mission of the organization.
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11Speed Art Museum
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12McCallie
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13The West End School
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14Teach Kentucky
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine15Visually Impaired Preschool Services
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine16Louisville Zoo
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine17Louisville Ballet
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship7None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10PO Box 3446
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine112035 South 3rd Street
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine12500 Dodds Avenue
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine133628 Virginia Avenue
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine142205 Lowell Ave
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine151906 Goldsmith Lane
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine161100 Trevilian Way
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine17314 E Main St
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0Charlottesville
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1Louisville
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2Chattanooga
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3Louisville
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4Louisville
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City5Louisville
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City6Louisville
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City7Louisville
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0VA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1KY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2TN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3KY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4KY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State5KY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State6KY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State7KY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode022904
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode140208
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode237404
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode340211
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode440205
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode5402182066
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode640207
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode740202
IRS990PF/SupplementaryInformation/ShareholderManager0NONE
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear021400
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipSchedule/DescriptionOfRelationship0COMMON DIRECTORS
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipSchedule/DescriptionOfRelationship1COMMON DIRECTORS
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipSchedule/DescriptionOfRelationship2COMMON DIRECTORS
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipSchedule/DescriptionOfRelationship3COMMON DIRECTORS
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipSchedule/NameOfOrganization/BusinessNameLine10WALKER FOUNDATION
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipSchedule/NameOfOrganization/BusinessNameLine11WALKER EDUCATION FND
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipSchedule/NameOfOrganization/BusinessNameLine12WEW FOUNDATION
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipSchedule/NameOfOrganization/BusinessNameLine13KSW FOUNDATION
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipSchedule/TypeOfOrganization0501(C)(3)
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipSchedule/TypeOfOrganization1501(C)(3)
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipSchedule/TypeOfOrganization2501(C)(3)
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipSchedule/TypeOfOrganization3501(C)(3)
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0true
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear08301
IRS990PF/UndistributedIncome/AppliedToYear100
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted08301
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear106264
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2019012
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear3018089
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear4011264
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear507036
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear507036
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear067728
IRS990PF/UndistributedIncome/ExcessFromCurrentYear013099
IRS990PF/UndistributedIncome/ExcessFromYear106264
IRS990PF/UndistributedIncome/ExcessFromYear2019012
IRS990PF/UndistributedIncome/ExcessFromYear3018089
IRS990PF/UndistributedIncome/ExcessFromYear4011264
IRS990PF/UndistributedIncome/PriorYear102009
IRS990PF/UndistributedIncome/PriorYear202008
IRS990PF/UndistributedIncome/PriorYear302007
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions021400
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus013099
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus074764
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover061665
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
IRS990ScheduleB/ContributorInfo/AggregateContributions025000
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine102829 Lakeland Drive Suite 1600
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0Jackson
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0MS
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode039232
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual0Walker Foundation
IRS990ScheduleB/ContributorInfo/ContributorNumber01
IRS990ScheduleB/ContributorInfo/PersonContributionType0X
IRS990ScheduleB/GeneralRule0X
IRS990ScheduleB/Organization501c3ExemptPF0X
OtherAssetsSchedule/OtherAssets/BOYBookValue0125345
OtherAssetsSchedule/OtherAssets/Description0GOLDMAN SACHS
OtherAssetsSchedule/OtherAssets/EOYBookValue0125710
OtherAssetsSchedule/OtherAssets/EOYFMV0126196
OtherExpensesSchedule/OtherExpenses/Description0BANK CHARGES
OtherExpensesSchedule/OtherExpenses/Description1FOREIGN TAX PD GOLDMAN
OtherExpensesSchedule/OtherExpenses/Description2IRS - 2011
OtherExpensesSchedule/OtherExpenses/Description3IRS - 2010
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome0112
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome157
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks0112
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks157
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks240
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks37
OtherIncomeSchedule2/OtherIncome/Description0IRS Refund
OtherIncomeSchedule2/OtherIncome/Description1Other Income
TaxesSchedule/Taxes/Category0FOREIGN TAXES
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0640815749
ReturnHeader/Filer/InCareOfName0% BELINDA B STYRES
ReturnHeader/Filer/Name/BusinessNameLine10MSW Foundation
ReturnHeader/Filer/NameControl0MSWF
ReturnHeader/Filer/Phone06019393003
ReturnHeader/Filer/USAddress/AddressLine102829 Lakeland Drive
ReturnHeader/Filer/USAddress/City0Jackson
ReturnHeader/Filer/USAddress/State0MS
ReturnHeader/Filer/USAddress/ZIPCode039232
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02012-05-15
ReturnHeader/Officer/Name0Belinda Styres
ReturnHeader/Officer/Title0Trustee
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10BKD LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10190 E Capitol Street Ste 500
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Jackson
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0MS
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0392012190
ReturnHeader/Preparer/Phone06019486700
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-05-14T14:24:52-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$167,780
Liabilities
$0
Net assets
$167,780
Revenue
-
Expenses
$23,116
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.19$0.00$6.19$0.73$0.43$0.30
2023Detailed filing. Detailed filing data is available for this year.$5.89$0.00$5.89$0.39$0.32$0.07
2022Detailed filing. Detailed filing data is available for this year.$5.83$0.00$5.83$2.79$0.39$2.41
2021Detailed filing. Detailed filing data is available for this year.$3.42$0.00$3.42$0.58$0.42$0.16
2020Detailed filing. Detailed filing data is available for this year.$3.37$0.00$3.37$0.34$0.34$0.00
2019Detailed filing. Detailed filing data is available for this year.$3.27$0.00$3.27$0.35$0.30$0.05
2018Detailed filing. Detailed filing data is available for this year.$3.22$0.00$3.22$1.63$0.20$1.44
2017Detailed filing. Detailed filing data is available for this year.$2.19$0.00$2.19$0.42$0.17$0.25
2016Detailed filing. Detailed filing data is available for this year.$1.94$0.00$1.94$0.25$0.24$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.92$0.00$1.92$0.33$0.24$0.09
2014Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.37$0.24$0.13
2013Detailed filing. Detailed filing data is available for this year.$1.70$0.00$1.70$0.36$0.32$0.04
2012Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$0.26
2011Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.23
2010Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.16