Civic Intelligence

Southerly

990EZ • Fiscal year 2021 • EIN 85-2638065

Jan 01, 2021 to Dec 31, 2021 • Filed on May 01, 2022

Organization Profilesoutherlymag.org
PO Box 9162Louisville, KY 40215

(502) 468-1963

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

60th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

65th percentile

20%

Higher net margin than 65% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

72nd percentile

29%

Faster asset growth than 72% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

51st percentile

5.2%

Faster revenue growth than 51% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$140,313

Up $31,457 (+29%) from 2020

Net Assets

Up

$139,760

Up $30,904 (+28%) from 2020

Liabilities

Up

$553

Up $553 from 2020

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin65th percentile

Revenue

Up

$151,639

Up $7,466 (+5.2%) from 2020

Expenses

Up

$120,735

Up $45,779 (+61%) from 2020

Net Income

Down

$30,904

Down $38,313 (-55%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth72nd percentile

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

$150K$100K$50K$0Assets 2020: $108,856Liabilities 2020: $0Net Assets 2020: $108,8562020Assets 2021: $140,313Liabilities 2021: $553Net Assets 2021: $139,7602021Assets 2022: $144,822Liabilities 2022: $1,048Net Assets 2022: $143,7742022Assets 2023: $65,841Liabilities 2023: $0Net Assets 2023: $65,8412023Assets 2024: $2,335Liabilities 2024: $0Net Assets 2024: $2,3352024

Highlighted filing

2021

Assets$140,313
Liabilities$553
Net Assets$139,760
Open 2021 Filing

Operations Trend

Revenue Growth51st percentile

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

$200K$100K$0-$100KRevenue 2020: $144,173Expenses 2020: $74,956Net Income 2020: $69,2172020Revenue 2021: $151,639Expenses 2021: $120,735Net Income 2021: $30,9042021Revenue 2022: $194,000Expenses 2022: $189,986Net Income 2022: $4,0142022Revenue 2023: $81,244Expenses 2023: $160,225Net Income 2023: -$78,9812023Revenue 2024: $1Expenses 2024: $67,598Net Income 2024: -$67,5972024

Highlighted filing

2021

Revenue$151,639
Expenses$120,735
Net Income$30,904
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 1, 2022
Return Version
2021v4.2
Gross Receipts
$151,639
Mission and Program Overview

Mission

provides journalism & resources to commu

Program Services

DescriptionGrantsExpenses
Editorial -- JournalismStories about environmental justice in the U.S. South, written by community members and journaliststhroughout the region--
Community EngagementWe offer the public resources in a variety of forms in addition to traditional journalism, including onlineand offline resources. The work depends on the co--
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATIE FOGLEMANBoard President & VP Of Digital StrPT$0--
DEE DAVISTreasurer-$0--
KATHARINE SCHIMELBoard Secretary-$0--
Filing and Contact Details

Filer

Filer Name
Southerly
EIN
85-2638065
Address
PO BOX 9162, Louisville, KY 40215

Signing Officer

Name
Lyndsey Gilpin
Title
Executive Edito
Phone
5024681963
Signed
2022-05-01
Discuss with paid preparer
Yes

Preparer

Firm
Open Books Financial
Address
101 N 7th Street, Louisville, KY 40202
Preparer
Nisa Cooley
Phone
5026326485
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountBANK CHARGES & FEES 2OFFICE EXPENES 2,749MARKETING & PROMO 4,492LIABILITY INSURANCE 2,770OTHER MISC EXPENSE 855”

Description of total liabilities Part II line 26

“Category Beginning of Year End of YearCREDIT CARDS 0 553”

Raw XML Appendix138 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/OfficerDirectorTrusteeEmplGrp/PersonNm1DEE DAVIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KATHARINE SCHIMEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0BOARD PRESIDENT & VP OF DIGITAL STR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2BOARD SECRETARY
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IRS990EZ/Organization501c3Ind0X
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IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt010868
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IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0provides journalism & resources to commu
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0southerlymag.org
IRS990ScheduleA/First5Years509Ind0X
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ReturnHeader/ReturnTs02022-05-09T15:55:00-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LYNDSEY
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ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$140,313
Liabilities
$553
Net assets
$139,760
Revenue
$151,639
Expenses
$120,735
Net income
$30,904
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.00$0.68$0.68
2023Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$0.81$1.60$0.79
2022Detailed filing. Detailed filing data is available for this year.$1.45$0.01$1.44$1.94$1.90$0.04
2021Detailed filing. Detailed filing data is available for this year.$1.40$0.01$1.40$1.52$1.21$0.31
2020Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$1.44$0.75$0.69