Civic Intelligence

Frank G Otte Charitable Trust

990PF • Fiscal year 2020 • EIN 82-3683554

Jan 01, 2020 to Dec 31, 2020 • Filed on May 07, 2021

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

57th percentile

0.00x

Higher debt load relative to assets than 57% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

58th percentile

0.00x

Higher debt load relative to revenue than 58% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

9th percentile

-110%

Higher net margin than 9% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

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.

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

30th percentile

-7.0%

Faster asset growth than 30% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

91st percentile

76%

Faster revenue growth than 91% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$438,230

Down $33,211 (-7.0%) from 2019

Net Assets

Down

$438,230

Down $33,211 (-7.0%) from 2019

Liabilities

Up

$1

Up $1 from 2019

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin9th percentile

Revenue

Up

$30,210

Up $13,030 (+76%) from 2019

Expenses

Up

$63,421

Up $55,132 (+665%) from 2019

Net Income

Down

-$33,211

Down $42,102 (-474%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth30th 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: $0Net Assets 2019: $471,4412019Assets 2020: $438,230Liabilities 2020: $1Net 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

2020

Assets$438,230
Liabilities$1
Net Assets$438,230
Open 2020 Filing

Operations Trend

Revenue Growth91st percentile

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

2020

Revenue$30,210
Expenses$63,421
Net Income-$33,211
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 7, 2021
Return Version
2020v4.0
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
2021-05-07
Discuss with paid preparer
Yes

Preparer

Firm
Henderman Jessee and Co Pllc
Address
304 WHITTINGTON PKWY STE 107, LOUISVILLE, KY 40222-4913
Preparer
William J Jessee
Phone
5024254800
Raw XML Appendix261 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/PersonNm0FRANK G OTTE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0601 WOODLAKE DRIVE
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OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01508
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01508
OtherIncomeSchedule2/OtherIncomeDetail/Desc0CW STRUCTURED ALPHA - OTHER
OtherIncomeSchedule2/OtherIncomeDetail/Desc1CW STRUCTURED ALPHA - SEC 988
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt02827
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt1-1009
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OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1-1009
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01565
TaxesSchedule/TaxesDetail/Amt0101
TaxesSchedule/TaxesDetail/Amt16937
TaxesSchedule/TaxesDetail/Amt2160
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX WITHHELD ON DIVIDEND
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAX ON UNDISTRIBUTED INCO
TaxesSchedule/TaxesDetail/CategoryTxt2EXCISE TAX ON INVESTMENT INCOME
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0101
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0FRANK G OTTE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SETTLOR AND TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05022455920
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-07
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/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/PreparationDt02021-05-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM J JESSEE
ReturnHeader/ReturnTs02021-05-13T13:35:09-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0FRANK G
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0OTTE
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$438,230
Liabilities
$1
Net assets
$438,230
Revenue
$30,210
Expenses
$63,421
Net income
-$33,211
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
2020Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$0.03$0.06$0.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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