Civic Intelligence

The Worthington Foundation

990PF • Fiscal year 2017 • EIN 76-0626345

Jan 01, 2017 to Dec 31, 2017 • Filed on Mar 02, 2018

Organization Profile
10 Seagate Drive PH1-SNaples, FL 34103

(239) 649-1541

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

4th percentile

-196%

Higher net margin than 4% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

79th percentile

27%

Faster asset growth than 79% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2015 to 2017

Revenue Growth

19th percentile

-26%

Faster revenue growth than 19% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2015 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$67,332

Up $25,344 (+60%) from 2015

Net Assets

$67,332

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin4th percentile

Revenue

Down

$6,516

Down $5,260 (-45%) from 2015

Expenses

Down

$19,304

Down $8,613 (-31%) from 2015

Net Income

Up

-$12,788

Up $3,353 (+21%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth79th percentile

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

$600K$400K$200K$0Assets 2011: $5,052Liabilities 2011: $02011Assets 2012: $99,192Liabilities 2012: $02012Assets 2013: $63,077Liabilities 2013: $02013Assets 2014: $58,129Liabilities 2014: $02014Assets 2015: $41,988Liabilities 2015: $02015Assets 2017: $67,332Liabilities 2017: $0Net Assets 2017: $67,3322017Assets 2018: $99,473Liabilities 2018: $0Net Assets 2018: $99,4732018Assets 2019: $100,983Liabilities 2019: $0Net Assets 2019: $100,9832019Assets 2020: $76,572Liabilities 2020: $0Net Assets 2020: $76,5722020Assets 2021: $77,668Liabilities 2021: $0Net Assets 2021: $77,6682021Assets 2022: $78,915Liabilities 2022: $0Net Assets 2022: $78,9152022Assets 2023: $62,423Liabilities 2023: $0Net Assets 2023: $62,4232023Assets 2024: $518,670Liabilities 2024: $0Net Assets 2024: $518,6702024

Highlighted filing

2017

Assets$67,332
Liabilities$0
Net Assets$67,332
Open 2017 Filing

Operations Trend

Revenue Growth19th percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $358Expenses 2011: $350Net Income 2011: $82011Revenue 2012: $101,991Expenses 2012: $7,851Net Income 2012: $94,1402012Revenue 2013: $14,535Expenses 2013: $50,650Net Income 2013: -$36,1152013Revenue 2014: $1,802Expenses 2014: $6,750Net Income 2014: -$4,9482014Revenue 2015: $11,776Expenses 2015: $27,917Net Income 2015: -$16,1412015Revenue 2017: $6,516Expenses 2017: $19,304Net Income 2017: -$12,7882017Revenue 2018: $2,622Expenses 2018: $1,673Net Income 2018: $9492018Revenue 2019: $2,747Expenses 2019: $1,237Net Income 2019: $1,5102019Revenue 2020: $2,132Expenses 2020: $26,543Net Income 2020: -$24,4112020Revenue 2021: $2,090Expenses 2021: $994Net Income 2021: $1,0962021Revenue 2022: $2,347Expenses 2022: $1,100Net Income 2022: $1,2472022Revenue 2023: $14,608Expenses 2023: $31,100Net Income 2023: -$16,4922023Revenue 2024: $483,084Expenses 2024: $26,837Net Income 2024: $456,2472024

Highlighted filing

2017

Revenue$6,516
Expenses$19,304
Net Income-$12,788
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Mar 2, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
David W WorthingtonPres/Treas/Director-$0--
Beverly S WorthingtonSecretary/Director-$0--
Julie BourgoinDirector-$0--
Jennifer EdwardsDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Worthington Foundation
EIN
76-0626345
Phone
2396491541
Address
10 Seagate Drive PH1-S, Naples, FL 34103

Signing Officer

Name
David W Worthington
Title
Pres/Treas/Director
Signed
2018-03-02
Discuss with paid preparer
Yes

Preparer

Firm
Blazek & Vetterling
Address
2900 Weslayan Suite 200, Houston, TX 77027-5132
Preparer
Jody Blazek
Phone
7134395739
Raw XML Appendix309 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0David W Worthington
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Beverly S Worthington
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Julie Bourgoin
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Jennifer Edwards
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Pres/Treas/Dir
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IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0David W Worthington
IRS990PF/StatementsRegardingActyGrp/PhoneNum02396491541
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IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0None
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0In coordination with the Maine Community Foundation, the Worthington Foundation is providing mentoring services for recipients of the Worthington Scholarships in Knox County Maine.
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IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0David W Worthington
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt07950
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1900
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Financial literacy program
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Scholarship event
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0GOV
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Oceanside High School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Hurricane Island Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0400 Broadway
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO Box 1280
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Rockland
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Rockland
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0ME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1ME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd004841
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd104841
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt08850
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/AppliedToCurrentYearAmt04474
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt04474
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt038778
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt024235
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt02553
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt045114
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt04070
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt04070
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0124510
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt013830
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt038778
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt024235
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt02553
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt045114
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt018304
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt013830
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0128580
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0114750
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Membership dues
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Office expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0200
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt128
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0200
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt128
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt07602
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Student mentoring
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt07602
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/Amt076
TaxesSchedule/TaxesDetail/CategoryTxt0Excise Tax
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0David W Worthington
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Pres/Treas/Dir
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-03-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Worthington Foundation
ReturnHeader/Filer/BusinessNameControlTxt0WORT
ReturnHeader/Filer/EIN0760626345
ReturnHeader/Filer/PhoneNum02396491541
ReturnHeader/Filer/USAddress/AddressLine1Txt010 Seagate Drive PH1-S
ReturnHeader/Filer/USAddress/CityNm0Naples
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034103
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0760269860
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Blazek & Vetterling
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02900 Weslayan Suite 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Houston
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0770275132
ReturnHeader/PreparerPersonGrp/PhoneNum07134395739
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jody Blazek
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-03-02T12:17:58-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$67,332
Liabilities
$0
Net assets
$67,332
Revenue
$6,516
Expenses
$19,304
Net income
-$12,788
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$5.19$0.00$5.19$4.83$0.27$4.56
2023Detailed filing. Detailed filing data is available for this year.$0.62$0.00$0.62$0.15$0.31$0.16
2022Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$0.02$0.01$0.01
2021Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$0.02$0.01$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$0.02$0.27$0.24
2019Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.03$0.01$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.03$0.02$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$0.07$0.19$0.13
2015Summary only. Only limited summary data is available for this year.$0.42$0.00$0.12$0.28$0.16
2014Summary only. Only limited summary data is available for this year.$0.58$0.00$0.02$0.07$0.05
2013Summary only. Only limited summary data is available for this year.$0.63$0.00$0.15$0.51$0.36
2012Summary only. Only limited summary data is available for this year.$0.99$0.00$1.02$0.08$0.94
2011Summary only. Only limited summary data is available for this year.$0.05$0.00$0.00$0.00$0.00