Civic Intelligence

Frank G Otte Charitable Trust

990PF • Fiscal year 2023 • EIN 82-3683554

Jan 01, 2023 to Dec 31, 2023 • Filed on May 24, 2024

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

42nd percentile

0.00x

Higher debt load relative to assets than 42% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

42nd percentile

0.00x

Higher debt load relative to revenue than 42% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Source year 2023

Net Margin

1st percentile

-1306%

Higher net margin than 1% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Source year 2023

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.

2023 filings • $500k-$1M nonprofits • Source year 2023

Asset Growth

10th percentile

-19%

Faster asset growth than 10% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

6th percentile

-61%

Faster revenue growth than 6% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets42nd percentile

Assets

Down

$519,410

Down $121,375 (-19%) from 2022

Net Assets

Down

$519,410

Down $121,375 (-19%) from 2022

Liabilities

Up

$1

Up $1 from 2022

Revenue And Expenses
Liabilities / Revenue42nd percentileNet Margin1st percentile

Revenue

Down

$9,284

Down $14,692 (-61%) from 2022

Expenses

Up

$130,537

Up $84,853 (+186%) from 2022

Net Income

Down

-$121,253

Down $99,545 (-459%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth10th 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 2023: $519,410Liabilities 2023: $1Net Assets 2023: $519,4102023Assets 2024: $6,294,125Liabilities 2024: $0Net Assets 2024: $6,294,1252024

Highlighted filing

2023

Assets$519,410
Liabilities$1
Net Assets$519,410
Open 2023 Filing

Operations Trend

Revenue Growth6th 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 2023: $9,284Expenses 2023: $130,537Net Income 2023: -$121,2532023Revenue 2024: $6,097,490Expenses 2024: $322,775Net Income 2024: $5,774,7152024

Highlighted filing

2023

Revenue$9,284
Expenses$130,537
Net Income-$121,253
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 24, 2024
Return Version
2023v5.0
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
2024-05-24
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 Appendix275 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/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0519410
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IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt032188
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt056777
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt056777
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt033035
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0122
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0TIMING DIFF
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OTHER DEDUCTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt02387
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02387
OtherIncomeSchedule2/OtherIncomeDetail/Desc0SYB STRUCTURED ALPHA -SEC 988
OtherIncomeSchedule2/OtherIncomeDetail/Desc1ALPHA K-1 LOSS
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0109
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0109
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1-5727
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02947
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0913
TaxesSchedule/TaxesDetail/Amt0157
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX WITHHELD ON DIVIDEND
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAX ON INVESTMENT INCOME
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0157
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/SignatureDt02024-05-24
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/PreparationDt02024-05-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM J JESSEE
ReturnHeader/ReturnTs02024-05-24T12:06:49-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0FRANK G
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0OTTE
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$519,410
Liabilities
$1
Net assets
$519,410
Revenue
$9,284
Expenses
$130,537
Net income
-$121,253
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
2023Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$0.01$0.13$0.12
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