Civic Intelligence

Southerly

990EZ • Fiscal year 2022 • EIN 85-2638065

Jan 01, 2022 to Dec 31, 2022 • Filed on May 08, 2023

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

64th percentile

0.01x

Higher debt load relative to assets than 64% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

63rd percentile

0.01x

Higher debt load relative to revenue than 63% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

45th percentile

2.1%

Higher net margin than 45% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

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.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

53rd percentile

3.2%

Faster asset growth than 53% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

63rd percentile

28%

Faster revenue growth than 63% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets64th percentile

Assets

Up

$144,822

Up $4,509 (+3.2%) from 2021

Net Assets

Up

$143,774

Up $4,014 (+2.9%) from 2021

Liabilities

Up

$1,048

Up $495 (+90%) from 2021

Revenue And Expenses
Liabilities / Revenue63rd percentileNet Margin45th percentile

Revenue

Up

$194,000

Up $42,361 (+28%) from 2021

Expenses

Up

$189,986

Up $69,251 (+57%) from 2021

Net Income

Down

$4,014

Down $26,890 (-87%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth53rd 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

2022

Assets$144,822
Liabilities$1,048
Net Assets$143,774
Open 2022 Filing

Operations Trend

Revenue Growth63rd 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

2022

Revenue$194,000
Expenses$189,986
Net Income$4,014
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 8, 2023
Return Version
2022v5.0
Gross Receipts
$194,000
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-$50,000
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-$40,000
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATIE FOGLEMANBoard PresidentPT$0--
DEE DAVISTreasurerPT$0--
KATHARINE SCHIMELBoard SecretaryPT$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
2023-05-08
Discuss with paid preparer
No

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 9,574MARKETING & PROMO 3,847LIABILITY INSURANCE 4,320FUNDRAISING EXPENSE 4,126TRAVEL EXPENSES 2,003MEALS & CATERING 581PARTICIPANT EXPENSES 600EVENT SUPPLIES 11”

Description of total liabilities Part II line 26

“Category Beginning of Year End of YearCREDIT CARDS 553 1,048”

Raw XML Appendix137 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/BooksInCareOfDetail/USAddress/CityNm0Louisville
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0BOARD PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2BOARD SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt025064
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Community 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
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt140000
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0southerlymag.org
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountBANK CHARGES & FEES 2OFFICE EXPENES 9,574MARKETING & PROMO 3,847LIABILITY INSURANCE 4,320FUNDRAISING EXPENSE 4,126TRAVEL EXPENSES 2,003MEALS & CATERING 581PARTICIPANT EXPENSES 600EVENT SUPPLIES 11
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Category Beginning of Year End of YearCREDIT CARDS 553 1,048
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of total liabilities Part II line 26
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ReturnHeader/Filer/EIN0852638065
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 9162
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd040215
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ReturnHeader/PreparerPersonGrp/PhoneNum05026326485
ReturnHeader/PreparerPersonGrp/PreparationDt02023-05-15
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ReturnHeader/ReturnTs02023-05-15T13:42:48-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LYNDSEY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GILPIN
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$144,822
Liabilities
$1,048
Net assets
$143,774
Revenue
$194,000
Expenses
$189,986
Net income
$4,014
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