Civic Intelligence

Frank G Otte Charitable Trust

990PF • Fiscal year 2022 • EIN 82-3683554

Jan 01, 2022 to Dec 31, 2022 • Filed on May 15, 2023

Organization Profile
12902 Shelbyville RoadLouisville, KY 40243

(502) 245-5920

Siviq Scores

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

Liabilities / Assets

41st percentile

0.00x

Higher debt load relative to assets than 41% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

41st percentile

0.00x

Higher debt load relative to revenue than 41% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Source year 2022

Net Margin

9th percentile

-91%

Higher net margin than 9% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

57th percentile

$0

Higher top officer pay than 57% of similar nonprofits.

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

2022 filings • $500k-$1M nonprofits • Source year 2022

Asset Growth

37th percentile

-3.3%

Faster asset growth than 37% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

2nd percentile

-91%

Faster revenue growth than 2% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets41st percentile

Assets

Down

$640,785

Down $21,708 (-3.3%) from 2021

Net Assets

Down

$640,785

Down $21,708 (-3.3%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue41st percentileNet Margin9th percentile

Revenue

Down

$23,976

Down $236,478 (-91%) from 2021

Expenses

Up

$45,684

Up $9,493 (+26%) from 2021

Net Income

Down

-$21,708

Down $245,971 (-110%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth37th 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: $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

2022

Assets$640,785
Liabilities$0
Net Assets$640,785
Open 2022 Filing

Operations Trend

Revenue Growth2nd 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

2022

Revenue$23,976
Expenses$45,684
Net Income-$21,708
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 15, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay57th 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
12902 SHELBYVILLE ROAD, LOUISVILLE, KY 40243

Signing Officer

Name
Frank G Otte
Title
Settlor and Trustee
Phone
5022455920
Signed
2023-05-15
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 Appendix273 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SHORT TERM COVERED
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0FRANK G OTTE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0SETTLOR AND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt011240 CALLAWAY GREENS DRIVE
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IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt033000
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt033035
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt030941
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OTHER DEDUCTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt04690
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt04690
OtherIncomeSchedule2/OtherIncomeDetail/Desc0SYB STRUCTURED ALPHA - OTHER
OtherIncomeSchedule2/OtherIncomeDetail/Desc1SYB STRUCTURED ALPHA -SEC 988
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt07251
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt1297
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt07251
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1297
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03530
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0777
TaxesSchedule/TaxesDetail/Amt0153
TaxesSchedule/TaxesDetail/Amt11526
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX WITHHELD ON DIVIDEND
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAX ON INVESTMENT INCOME
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0153
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt11526
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0FRANK G OTTE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SETTLOR AND TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05022455920
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FRANK G OTTE CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0FRAN
ReturnHeader/Filer/EIN0823683554
ReturnHeader/Filer/PhoneNum05022455920
ReturnHeader/Filer/USAddress/AddressLine1Txt012902 SHELBYVILLE ROAD
ReturnHeader/Filer/USAddress/CityNm0LOUISVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd040243
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
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/PreparationDt02023-05-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM J JESSEE
ReturnHeader/ReturnTs02023-05-23T16:02:01-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0FRANK G
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0OTTE
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$640,785
Liabilities
$0
Net assets
$640,785
Revenue
$23,976
Expenses
$45,684
Net income
-$21,708
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
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