Civic Intelligence

Walter Spohn Trust Inc.

990EZ • Fiscal year 2023 • EIN 82-3997332

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 20, 2024

Organization ProfileN/A
6708 Senecca LaneSykesville, MD 21784

(561) 414-0675

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2023

Net Margin

7th percentile

-84%

Higher net margin than 7% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

38th percentile

-5.2%

Faster asset growth than 38% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

55th percentile

9.0%

Faster revenue growth than 55% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$179,344

Down $9,802 (-5.2%) from 2022

Net Assets

Down

$179,344

Down $9,802 (-5.2%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin7th percentile

Revenue

Up

$11,609

Up $954 (+9.0%) from 2022

Expenses

Up

$21,411

Up $3,208 (+18%) from 2022

Net Income

Down

-$9,802

Down $2,254 (-30%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

$200K$150K$100K$50K$0Assets 2018: $192,102Net Assets 2018: $192,1022018Assets 2019: $192,040Net Assets 2019: $192,0402019Assets 2020: $192,413Net Assets 2020: $192,4132020Assets 2021: $196,694Net Assets 2021: $196,6942021Assets 2022: $189,146Net Assets 2022: $189,1462022Assets 2023: $179,344Net Assets 2023: $179,3442023Assets 2024: $169,329Net Assets 2024: $169,3292024

Highlighted filing

2023

Assets$179,344
Liabilities-
Net Assets$179,344
Open 2023 Filing

Operations Trend

Revenue Growth55th percentile

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

$200K$100K$0-$100KRevenue 2018: $196,985Expenses 2018: $4,883Net Income 2018: $192,1022018Revenue 2019: $12,292Expenses 2019: $12,354Net Income 2019: -$622019Revenue 2020: $7,655Expenses 2020: $7,282Net Income 2020: $3732020Revenue 2021: $7,177Expenses 2021: $2,896Net Income 2021: $4,2812021Revenue 2022: $10,655Expenses 2022: $18,203Net Income 2022: -$7,5482022Revenue 2023: $11,609Expenses 2023: $21,411Net Income 2023: -$9,8022023Revenue 2024: $9,947Expenses 2024: $19,962Net Income 2024: -$10,0152024

Highlighted filing

2023

Revenue$11,609
Expenses$21,411
Net Income-$9,802
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 20, 2024
Return Version
2023v6.0
Gross Receipts
$11,609
Mission and Program Overview

Mission

Our mission is to advance clinical and practical education and scientific research in support of patient care in the field of Anaplastology.

Program Services

DescriptionGrantsExpenses
Our mission is to advance clinical and practical education and scientific research in support of patient care in the field of Anaplastology.Our vision is to be recognized as an important source for funding advanced learning in the field of Anaplastology and to form partnerships with business, industry, health education organizations, and health care institutions; these partners will help promote our mission to a wider range of private and public donors.The Walter Spohn Trust provides financial support to individuals and research groups initiating educational and research projects to advance the field of Anaplastology.The WST works to achieve its goals through its Annual Grant Program, special awards and scholarships, and fundraising events like The OtoArt Project and The Worthwhile Mile Fundraiser.$13,416$7,995
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Michaela CalhounDirector-$0--
Erin StevensDirector-$0--
Chelsea LilloDirector-$0--
Megan Spindel ThomasDirector-$0--
Filing and Contact Details

Filer

Filer Name
Walter Spohn Trust Inc
EIN
82-3997332
Phone
5614140675
Address
6708 Senecca Lane, Sykesville, MD 21784

Signing Officer

Name
Rachel M Brooke-Randall
Title
Executive Director
Signed
2024-11-20
Discuss with paid preparer
Yes

Preparer

Firm
Steven Y Karp CPA PA
Address
12466 W Atlantic Blvd, Coral Springs, FL 33071
Preparer
Steven Y Karp
Phone
9547573333
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“| Cash Amount Given: $13416”

Other Expenses.1003

“Information Technology $280”

Other Expenses.1012

“Insurance $733”

Other Expenses.1

“Bank Fees $226”

Raw XML Appendix142 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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IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt01239
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/ProgramServiceRevenueAmt03845
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Our mission is to advance clinical and practical education and scientific research in support of patient care in the field of Anaplastology.Our vision is to be recognized as an important source for funding advanced learning in the field of Anaplastology and to form partnerships with business, industry, health education organizations, and health care institutions; these partners will help promote our mission to a wider range of private and public donors.The Walter Spohn Trust provides financial support to individuals and research groups initiating educational and research projects to advance the field of Anaplastology.The WST works to achieve its goals through its Annual Grant Program, special awards and scholarships, and fundraising events like The OtoArt Project and The Worthwhile Mile Fundraiser.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt013416
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt07995
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
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IRS990EZ/TransactionWithControlEntInd0false
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02283
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt05833
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02202
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt04039
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt016006
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IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
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IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt016006
IRS990ScheduleA/TotalSupportAmt016006
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Cash Amount Given: $13416
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Information Technology $280
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $733
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Bank Fees $226
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Walter Spohn Trust Inc
ReturnHeader/Filer/BusinessNameControlTxt0WALT
ReturnHeader/Filer/EIN0823997332
ReturnHeader/Filer/PhoneNum05614140675
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ReturnHeader/Filer/USAddress/CityNm0Sykesville
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Coral Springs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033071
ReturnHeader/PreparerPersonGrp/PhoneNum09547573333
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Steven Y Karp
ReturnHeader/ReturnTs02025-04-24T04:51:16-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$179,344
Liabilities
-
Net assets
$179,344
Revenue
$11,609
Expenses
$21,411
Net income
-$9,802
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.69$1.69$0.10$0.20$0.10
2023Detailed filing. Detailed filing data is available for this year.$1.79$1.79$0.12$0.21$0.10
2022Detailed filing. Detailed filing data is available for this year.$1.89$1.89$0.11$0.18$0.08
2021Detailed filing. Detailed filing data is available for this year.$1.97$1.97$0.07$0.03$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.92$1.92$0.08$0.07$0.00
2019Detailed filing. Detailed filing data is available for this year.$1.92$1.92$0.12$0.12$0.00
2018Detailed filing. Detailed filing data is available for this year.$1.92$1.92$1.97$0.05$1.92