Civic Intelligence

Frank G Otte Charitable Trust

990PF • Fiscal year 2019 • EIN 82-3683554

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 07, 2020

Organization Profile
601 Woodlake DriveLouisville, KY 40245

(502) 245-5920

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

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

Liabilities / Revenue

60th percentile

0.00x

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

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

Net Margin

91st percentile

52%

Higher net margin than 91% of similar nonprofits.

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

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.

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

Asset Growth

52nd percentile

1.9%

Faster asset growth than 52% of similar nonprofits.

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

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$471,441

Up $8,891 (+1.9%) from 2018

Net Assets

Up

$471,441

Up $8,891 (+1.9%) from 2018

Liabilities

Up

$1

Up $1 from 2018

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin91st percentile

Revenue

Up

$17,180

Up $18,754 (+1191%) from 2018

Expenses

Down

$8,289

Down $27,825 (-77%) from 2018

Net Income

Up

$8,891

Up $46,579 (+124%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2017: $500,238Liabilities 2017: $0Net Assets 2017: $500,2382017Assets 2018: $462,550Liabilities 2018: $0Net Assets 2018: $462,5502018Assets 2019: $471,441Liabilities 2019: $1Net Assets 2019: $471,4412019Assets 2020: $438,230Liabilities 2020: $0Net Assets 2020: $438,2302020Assets 2021: $662,493Liabilities 2021: $0Net Assets 2021: $662,4932021Assets 2022: $640,785Liabilities 2022: $0Net Assets 2022: $640,7852022Assets 2024: $6,294,125Liabilities 2024: $0Net Assets 2024: $6,294,1252024

Highlighted filing

2019

Assets$471,441
Liabilities$1
Net Assets$471,441
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2017: $500,238Expenses 2017: $0Net Income 2017: $500,2382017Revenue 2018: -$1,574Expenses 2018: $36,114Net Income 2018: -$37,6882018Revenue 2019: $17,180Expenses 2019: $8,289Net Income 2019: $8,8912019Revenue 2020: $30,210Expenses 2020: $63,421Net Income 2020: -$33,2112020Revenue 2021: $260,454Expenses 2021: $36,191Net Income 2021: $224,2632021Revenue 2022: $23,976Expenses 2022: $45,684Net Income 2022: -$21,7082022Revenue 2024: $6,097,490Expenses 2024: $322,775Net Income 2024: $5,774,7152024

Highlighted filing

2019

Revenue$17,180
Expenses$8,289
Net Income$8,891
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 7, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FRANK G OTTESettlor And-$0--
Filing and Contact Details

Filer

Filer Name
Frank G Otte Charitable Trust
EIN
82-3683554
Phone
5022455920
Address
601 WOODLAKE DRIVE, LOUISVILLE, KY 40245

Signing Officer

Name
Frank G Otte
Title
Settlor and Trustee
Phone
5022455920
Signed
2020-07-07
Discuss with paid preparer
Yes

Preparer

Firm
Henderman Jessee and Co Pllc
Address
304 WHITTINGTON PKWY STE 107, LOUISVILLE, KY 40222-4913
Preparer
David W Henderman
Phone
5024254800
Raw XML Appendix284 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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1COMMONWEALTH FIXED INCOME
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2COMMONWEALTH PTP
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22019-02-25
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52017-12-21
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2JOHN HANCOCK INTERNATIONAL
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4PRICE T ROWE GROWTH
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6ISHARES MSCI
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0SETTLOR AND
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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd040245
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0KY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum05022455920
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0FRANK G OTTE
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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/DistributableAsAdjustedAmt023973
IRS990PF/UndistributedIncomeGrp/Taxable2Amt023122
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt023973
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt023122
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FEDERAL TAX REGISTRATIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2OTHER DEDUCTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01669
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt033
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11669
OtherIncomeSchedule2/OtherIncomeDetail/Desc0CW STRUCTURED ALPHA - OTHER
OtherIncomeSchedule2/OtherIncomeDetail/Desc1CW STRUCTURED ALPHA - SEC 988
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt01301
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt1-1144
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01301
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1-1144
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02658
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01063
TaxesSchedule/TaxesDetail/Amt083
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX WITHHELD ON DIVIDEND
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt083
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0FRANK G OTTE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SETTLOR AND TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05022455920
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FRANK G OTTE CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0FRAN
ReturnHeader/Filer/EIN0823683554
ReturnHeader/Filer/PhoneNum05022455920
ReturnHeader/Filer/USAddress/AddressLine1Txt0601 WOODLAKE DRIVE
ReturnHeader/Filer/USAddress/CityNm0LOUISVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd040245
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0C9C8178EB586C44AD64F52B84814FF66DF3B7FA8
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C9C8178EB586C44AD64F52B84814FF66DF3B7FA8
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.142.30.58
ReturnHeader/FilingSecurityInformation/IPDt02020-07-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm015:42:12
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0311490913
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HENDERMAN JESSEE AND CO PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0304 WHITTINGTON PKWY STE 107
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOUISVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0402224913
ReturnHeader/PreparerPersonGrp/PhoneNum05024254800
ReturnHeader/PreparerPersonGrp/PreparationDt02020-07-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID W HENDERMAN
ReturnHeader/ReturnTs02020-07-10T15:42:12-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$471,441
Liabilities
$1
Net assets
$471,441
Revenue
$17,180
Expenses
$8,289
Net income
$8,891
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.29$0.00$6.29$6.10$0.32$5.77
2022Detailed filing. Detailed filing data is available for this year.$0.64$0.00$0.64$0.02$0.05$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$0.26$0.04$0.22
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.44$0.00$0.44$0.03$0.06$0.03
2019Detailed filing. Detailed filing data is available for this year.$0.47$0.00$0.47$0.02$0.01$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.46$0.00$0.46$0.00$0.04$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.50$0.00$0.50$0.50$0.00$0.50