Civic Intelligence

Westerman Foundation

990PF • Fiscal year 2019 • EIN 75-2897679

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 24, 2020

Organization Profile
3225 S Macdill Ave No 129Tampa, FL 33629

(813) 257-9477

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

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

2019 filings • $25M-$50M nonprofits • Source year 2019

Liabilities / Revenue

13th percentile

0.00x

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

2019 filings • $25M-$50M nonprofits • Source year 2019

Net Margin

5th percentile

-80%

Higher net margin than 5% of similar nonprofits.

2019 filings • $25M-$50M nonprofits • Source year 2019

Top Officer Pay

20th percentile

$70,000

Higher top officer pay than 20% of similar nonprofits.

Top officer pay equals 5.9% of source-year revenue.

2019 filings • $25M-$50M nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

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

Source year 2019

Revenue Growth

Score unavailable

No value available

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

Source year 2019

Balance Sheet
Liabilities / Assets14th percentile

Assets

Down

$26,669,719

Down $5,633,567 (-17%) from 2015

Net Assets

$26,669,719

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin5th percentile

Revenue

Up

$1,185,886

Up $206,581 (+21%) from 2015

Expenses

Up

$2,138,250

Up $423,947 (+25%) from 2015

Net Income

Down

-$952,364

Down $217,366 (-30%) from 2015

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$40M$30M$20M$10M$0Assets 2011: $11,338,117Liabilities 2011: $02011Assets 2012: $11,437,382Liabilities 2012: $02012Assets 2013: $21,635,138Liabilities 2013: $02013Assets 2014: $33,025,301Liabilities 2014: $02014Assets 2015: $32,303,286Liabilities 2015: $02015Assets 2019: $26,669,719Liabilities 2019: $0Net Assets 2019: $26,669,7192019Assets 2020: $30,642,068Liabilities 2020: $70Net Assets 2020: $30,641,9982020Assets 2021: $32,328,144Liabilities 2021: $0Net Assets 2021: $32,328,1442021Assets 2022: $32,208,228Liabilities 2022: $0Net Assets 2022: $32,208,2282022Assets 2023: $34,116,770Liabilities 2023: $0Net Assets 2023: $34,116,7702023Assets 2024: $35,701,629Liabilities 2024: $0Net Assets 2024: $35,701,6292024

Highlighted filing

2019

Assets$26,669,719
Liabilities$0
Net Assets$26,669,719
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$15M$10M$5.0M$0-$5.0MRevenue 2011: $776,198Expenses 2011: $668,162Net Income 2011: $108,0362011Revenue 2012: $927,087Expenses 2012: $769,223Net Income 2012: $157,8642012Revenue 2013: $11,510,352Expenses 2013: $836,232Net Income 2013: $10,674,1202013Revenue 2014: $14,629,457Expenses 2014: $1,428,356Net Income 2014: $13,201,1012014Revenue 2015: $979,305Expenses 2015: $1,714,303Net Income 2015: -$734,9982015Revenue 2019: $1,185,886Expenses 2019: $2,138,250Net Income 2019: -$952,3642019Revenue 2020: $2,916,153Expenses 2020: $1,825,137Net Income 2020: $1,091,0162020Revenue 2021: $4,955,064Expenses 2021: $2,022,685Net Income 2021: $2,932,3792021Revenue 2022: -$247,175Expenses 2022: $1,632,629Net Income 2022: -$1,879,8042022Revenue 2023: $561,991Expenses 2023: $1,952,769Net Income 2023: -$1,390,7782023Revenue 2024: $2,348,199Expenses 2024: $2,143,548Net Income 2024: $204,6512024

Highlighted filing

2019

Revenue$1,185,886
Expenses$2,138,250
Net Income-$952,364
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 24, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay20th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
VALERIE H GODDARDExecutive DirectorPT$70,000-$70,000
LINDSEY THOMPSONPresidentPT$5,000-$5,000
DAN CAREYTreasurer-$3,000-$3,000
JOHN SETTICHVice President-$2,500-$2,500
SANDRA ZITA PRATTSecretary-$2,500-$2,500
JAMES LEWIS IIIDirector-$2,500-$2,500
JULIE WESTERMANDirector-$2,500-$2,500
Filing and Contact Details

Filer

Filer Name
Westerman Foundation
EIN
75-2897679
Phone
8132579477
Address
3225 S MACDILL AVE NO 129, TAMPA, FL 33629

Signing Officer

Name
Lindsey Thompson
Title
President
Phone
8132579477
Signed
2020-11-24
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
402 SOUTH KENTUCKY AVENUE SUITE 600, LAKELAND, FL 33801-5354
Preparer
Lauren Ballard CPA
Phone
8636805600
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt29216660
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt29311355
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt29441778
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt29560842
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt29621203
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt29727669
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt29830010
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt29948015
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt30068352
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt30130752
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt30224343
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt30342060
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt30417849
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt30533111
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt30611933
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt30713502
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt30813582
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt30936690
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt31015274
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt31118574
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt31218502
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3135566
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt314290773
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3152638730
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt31664100
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt317121287
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt31816084
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3198416
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3208548
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt32128463
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt32224142
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt32313721
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt32428093
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt32532360
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt32645880
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt32747705
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3281573280
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt32957032
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3309828
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt33115271
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3329520
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt33314818
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt058.COM INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1ABB LTD - ADR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2ABBOTT LABS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3ABERDEEN EMERGING MARKETS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4ACCENTURE PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5ACCOR SA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6ACS, ACTIVIDADES DE CONSTRUCCION
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7ADIDAS-AG
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8ADOBE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9AERCAP HOLDINGS NV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10AGREE RLTY CORP COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11AIA GROUP LTD-SP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12AIR LIQUIDE - ADR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13AIRBUS SE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14ALASKA AIR GROUP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15ALBANY INTL CORP NEW CL A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16ALCON, INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17ALIBABA GROUP HOLDING LTD.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18ALLETE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19ALLIANT ENERGY CORPORATION
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20ALLSTATE CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21ALPHABET INC CL A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22ALPHABET INC CL C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23AMAZON COM INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt24AMCOR PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt25AMDOCS LIMITED COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt26AMERICAN INTERNATIONAL GROUP, INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt27ANGLO AMERICAN PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt28AON PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt29APOLLO NATURAL RES II ASP FUND CL AE U
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt30APOLLO NATURAL RES II ASP FUND INITIAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt31APPLE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt32ARCHER DANIELS MIDLAND CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt33ARES ENERGY INFRASTRUCTURE V ASP CLASS AE-U
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt34ASAHI KASEI CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt35ASML HOLDING N.V.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt36ASSA ABLOY AB
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt37ASSURED GUARANTY LTD USD 1.0
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt38ASTRAZENECA PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt39AT & T INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt40AUTOLIV INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt41AVERY DENNISON CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt42AXA - ADR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt43BAE SYSTEMS PLC - ADR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt44BANCO LATINOAMERICANO DECOMERCIO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt45BANK NEW YORK MELLON CORP COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt46BANK OZK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt47BASF AKTIENGESELLSCHAFT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt48BB SEGURIDADE PARTICIPACOES S/A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt49BB&T CORPORATION
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt50BEIERSDORF AG
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt51BEIGENE LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt52BGC PARTNERS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt53BHP GROUP LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt54BNP PARIBAS - ADR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt55BOEING CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt56BOK FINANCIAL CORPORATION
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt57BOSTON SCIENTIFIC CORP COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt58BRITISH AMERICAN TOBACCO P.L.C - ADR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt59BROADCOM INC

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$26,669,719
Liabilities
$0
Net assets
$26,669,719
Revenue
$1,185,886
Expenses
$2,138,250
Net income
-$952,364
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$35.7$0.00$35.7$2.35$2.14$0.20
2023Detailed filing. Detailed filing data is available for this year.$34.1$0.00$34.1$0.56$1.95$1.39
2022Detailed filing. Detailed filing data is available for this year.$32.2$0.00$32.2$0.25$1.63$1.88
2021Detailed filing. Detailed filing data is available for this year.$32.3$0.00$32.3$4.96$2.02$2.93
2020Detailed filing. Detailed filing data is available for this year.$30.6$0.00$30.6$2.92$1.83$1.09
2019Detailed filing. Detailed filing data is available for this year.$26.7$0.00$26.7$1.19$2.14$0.95
2015Summary only. Only limited summary data is available for this year.$32.3$0.00$0.98$1.71$0.73
2014Summary only. Only limited summary data is available for this year.$33.0$0.00$14.6$1.43$13.2
2013Summary only. Only limited summary data is available for this year.$21.6$0.00$11.5$0.84$10.7
2012Summary only. Only limited summary data is available for this year.$11.4$0.00$0.93$0.77$0.16
2011Summary only. Only limited summary data is available for this year.$11.3$0.00$0.78$0.67$0.11