Civic Intelligence

J Robert Westerman Foundation Tr Agreement

990PF • Fiscal year 2018 • EIN 81-6678657

Jan 01, 2018 to Dec 31, 2018 • Filed on Jun 11, 2019

312 Millstream PlLouisville, KY 40222

(502) 558-4841

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.

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

81st percentile

26%

Higher net margin than 81% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

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.

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

30th percentile

-8.2%

Faster asset growth than 30% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

96th percentile

216%

Faster revenue growth than 96% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$19,654

Down $1,756 (-8.2%) from 2017

Net Assets

Down

$19,654

Down $1,756 (-8.2%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$1,682

Up $1,149 (+216%) from 2017

Expenses

Up

$1,248

Up $98 (+8.5%) from 2017

Net Income

Up

$434

Up $1,051 (+170%) from 2017

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2017: $21,410Liabilities 2017: $0Net Assets 2017: $21,4102017Assets 2018: $19,654Liabilities 2018: $0Net Assets 2018: $19,6542018Assets 2019: $101,215Liabilities 2019: $1Net Assets 2019: $101,2152019Assets 2020: $97,833Liabilities 2020: $1Net Assets 2020: $97,8332020Assets 2021: $102,430Liabilities 2021: $1Net Assets 2021: $102,4302021Assets 2022: $97,534Liabilities 2022: $1Net Assets 2022: $97,5342022Assets 2023: $216,726Liabilities 2023: $1Net Assets 2023: $216,7262023Assets 2024: $209,899Liabilities 2024: $0Net Assets 2024: $209,8992024

Highlighted filing

2018

Assets$19,654
Liabilities$0
Net Assets$19,654

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2017: $533Expenses 2017: $1,150Net Income 2017: -$6172017Revenue 2018: $1,682Expenses 2018: $1,248Net Income 2018: $4342018Revenue 2019: $83,118Expenses 2019: $1,557Net Income 2019: $81,5612019Revenue 2020: $3,941Expenses 2020: $7,323Net Income 2020: -$3,3822020Revenue 2021: $11,646Expenses 2021: $7,049Net Income 2021: $4,5972021Revenue 2022: $3,041Expenses 2022: $7,937Net Income 2022: -$4,8962022Revenue 2023: $124,888Expenses 2023: $7,405Net Income 2023: $117,4832023Revenue 2024: $6,970Expenses 2024: $13,797Net Income 2024: -$6,8272024

Highlighted filing

2018

Revenue$1,682
Expenses$1,248
Net Income$434
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Jun 11, 2019
Return Version
2018v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
J ROBERT WESTERMANCo-Trustee-$0--
CYNTHIA C WESTERMANCo-Trustee-$0--
Filing and Contact Details

Filer

Filer Name
J Robert Westerman Foundation
EIN
81-6678657
Phone
5025584841
Address
312 MILLSTREAM PL, LOUISVILLE, KY 40222

Signing Officer

Name
J Robert Westerman
Title
Co-trustee
Phone
5025584841
Signed
2019-06-11
Discuss with paid preparer
Yes

Preparer

Firm
Bluegrass Professional Associates
Address
2302 HURSTBOURNE VILLAGE DR STE 300, LOUISVILLE, KY 40299
Preparer
Matthew L Ward CPA
Phone
5024564513
Raw XML Appendix230 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/MethodOfAccountingAccrualInd0X
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0J ROBERT WESTERMAN
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02302 HURSTBOURNE VILLAGE DR STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOUISVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd040299
ReturnHeader/PreparerPersonGrp/PhoneNum05024564513
ReturnHeader/PreparerPersonGrp/PreparationDt02019-06-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MATTHEW L WARD CPA
ReturnHeader/ReturnTs02019-08-01T15:12:25-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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