J Robert Westerman Foundation Tr Agreement

990PF • Fiscal year 2019 • EIN 81-6678657

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 09, 2020

Organization Profile

312 Millstream PlLouisville, KY 40222

(502) 558-4841

Siviq Scores

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

0.00x

Higher debt load relative to assets than 60% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

0.00x

Higher debt load relative to revenue than 59% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

98%

Higher net margin than 98% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • <$500k nonprofits • Source year 2019

415%

Faster asset growth than 98% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

4842%

Faster revenue growth than 100% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet

Liabilities / Assets60th percentile

Assets

$101,215

Up $81,561 (+415%) from 2018

Net Assets

$101,215

Up $81,561 (+415%) from 2018

Liabilities

Up $1 from 2018

Revenue And Expenses

Liabilities / Revenue59th percentile Net Margin98th percentile

Revenue

$83,118

Up $81,436 (+4842%) from 2018

Expenses

$1,557

Up $309 (+25%) from 2018

Net Income

$81,561

Up $81,127 (+18693%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth98th percentile

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

Highlighted filing

2019

Assets$101,215

Liabilities$1

Net Assets$101,215

Open 2019 Filing

Operations Trend

Revenue Growth100th percentile

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

Highlighted filing

2019

Revenue$83,118

Expenses$1,557

Net Income$81,561

Open 2019 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2019 to Dec 31, 2019
Signed: Jul 9, 2020
Return Version: 2019v5.1

Compensation and Service Providers

Top Officer Pay77th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
J ROBERT WESTERMAN	Co-Trustee	-	$0	-	-
CYNTHIA C WESTERMAN	Co-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: 2020-07-09
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

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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/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt	0	0
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	1
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt	0	0
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	0
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt	0	EQUESTRIAN CONNECTION
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt	0	ARROW FUND
IRS990PF/SummaryOfDirectChrtblActyGrp/Description3Txt	0	KENTUCKY HUMANE SOCIETY
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt	0	0
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt	0	0
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses3Amt	0	0
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt	0	0
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	323
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	1	323
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	2	323
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	2	CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	EQUESTRIAN CONNECTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	1	ARROW FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	2	KENTUCKY HUMANE SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	1	N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	2	N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	600 N BRADLEY RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	1100 ENVOY CIRCLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	2	1000 LYNDON LANE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	LAKE FOREST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	LOUISVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	LOUISVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	60045
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	40299
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	40222
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt	0	0
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	969
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	0
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	0	1
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm	0	J ROBERT WESTERMAN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt	0	PO BOX 436353
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm	0	LOUISVILLE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd	0	KY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd	0	40257
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd	0	X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	0	33668
IRS990ScheduleB/GeneralRuleInd	0	X
IRS990ScheduleB/Organization501c3ExemptPFInd	0	X
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	30
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	0
TaxesSchedule/TaxesDetail/Amt	0	8
TaxesSchedule/TaxesDetail/CategoryTxt	0	FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	0
ReturnHeader/BuildTS	0	2021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	J ROBERT WESTERMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	CO-TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	5025584841
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2020-07-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	J ROBERT WESTERMAN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	JROB
ReturnHeader/Filer/EIN	0	816678657
ReturnHeader/Filer/PhoneNum	0	5025584841
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	312 MILLSTREAM PL
ReturnHeader/Filer/USAddress/CityNm	0	LOUISVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	KY
ReturnHeader/Filer/USAddress/ZIPCd	0	40222
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId	0	DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId	0	FBF8A2C80963B8A71D5F5A46035CABA5040DDF17
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId	0	6145522020191034de90
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt	0	2020-07-09
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd	0	P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt	0	172.7.171.152
ReturnHeader/FilingSecurityInformation/IPDt	0	2020-07-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd	0	ED
ReturnHeader/FilingSecurityInformation/IPTm	0	16:13:52
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	311532507
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	BLUEGRASS PROFESSIONAL ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	2302 HURSTBOURNE VILLAGE DR STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	LOUISVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	40299
ReturnHeader/PreparerPersonGrp/PhoneNum	0	5024564513
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2020-07-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	MATTHEW L WARD CPA
ReturnHeader/ReturnTs	0	2020-07-09T16:13:55-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2019-01-01
ReturnHeader/TaxPeriodEndDt	0	2019-12-31
ReturnHeader/TaxYr	0	2019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing

Assets: $101,215
Liabilities: $1
Net assets: $101,215
Revenue: $83,118
Expenses: $1,557
Net income: $81,561

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$2.10	$0.00	$2.10	$0.07	$0.14	$0.07
2023Detailed filing. Detailed filing data is available for this year.	$2.17	$0.00	$2.17	$1.25	$0.07	$1.17
2022Detailed filing. Detailed filing data is available for this year.	$0.98	$0.00	$0.98	$0.03	$0.08	$0.05
2021Detailed filing. Detailed filing data is available for this year.	$1.02	$0.00	$1.02	$0.12	$0.07	$0.05
2020Detailed filing. Detailed filing data is available for this year.	$0.98	$0.00	$0.98	$0.04	$0.07	$0.03
2019Detailed filing. Detailed filing data is available for this year.	$1.01	$0.00	$1.01	$0.83	$0.02	$0.82
2018Detailed filing. Detailed filing data is available for this year.	$0.20	$0.00	$0.20	$0.02	$0.01	$0.00
2017Detailed filing. Detailed filing data is available for this year.	$0.21	$0.00	$0.21	$0.01	$0.01	$0.01