Civic Intelligence

Southerly

990EZ • Fiscal year 2023 • EIN 85-2638065

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 15, 2024

Organization Profilesoutherlymag.org
6605 Norway DriveLouisville, KY 40214

(502) 468-1963

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Liabilities / Revenue

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Net Margin

6th percentile

-97%

Higher net margin than 6% of similar nonprofits.

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

Top Officer Pay

98th percentile

$100,000

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 123.1% of source-year revenue.

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

Asset Growth

9th percentile

-55%

Faster asset growth than 9% of similar nonprofits.

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

Revenue Growth

9th percentile

-58%

Faster revenue growth than 9% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$65,841

Down $78,981 (-55%) from 2022

Net Assets

Down

$65,841

Down $77,933 (-54%) from 2022

Liabilities

Down

$0

Down $1,048 (-100%) from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin6th percentile

Revenue

Down

$81,244

Down $112,756 (-58%) from 2022

Expenses

Down

$160,225

Down $29,761 (-16%) from 2022

Net Income

Down

-$78,981

Down $82,995 (-2068%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth9th 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

2023

Assets$65,841
Liabilities$0
Net Assets$65,841
Open 2023 Filing

Operations Trend

Revenue Growth9th 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

2023

Revenue$81,244
Expenses$160,225
Net Income-$78,981
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 15, 2024
Return Version
2023v5.1
Gross Receipts
$81,244
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 Pay98th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LINDSEY GILPINPresident-$100,000-$100,000
KATIE FOGLEMANBoard PresidentPT$0--
DEE DAVISTreasurerPT$0--
KATHARINE SCHIMELBoard SecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
Southerly
EIN
85-2638065
Address
6605 NORWAY DRIVE, Louisville, KY 40214

Signing Officer

Name
Lyndsey Gilpin
Title
Executive Direc
Phone
5024681963
Signed
2024-11-15
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 AmountOFFICE EXPENSES 3,554MARKETING & PROMO 896PAYROLL FEES 2,354”

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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PersonNm0LYNDSEY GILPIN
IRS990EZ/BooksInCareOfDetail/PhoneNum05024681963
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt06605 NORWAY DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Louisville
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0KY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd040214
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KATIE FOGLEMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DEE DAVIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KATHARINE SCHIMEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LINDSEY GILPIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0BOARD PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2BOARD SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt06804
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/PoliticalCampaignActyInd0false
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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
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0160225
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt081244
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0southerlymag.org
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt081244
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0194000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0151638
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0143541
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IRS990ScheduleA/PublicOrganization170Ind0X
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt081244
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0143541
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0570423
IRS990ScheduleA/TotalSupportAmt0570423
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02024-10-15 13:58:12Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIREC
ReturnHeader/BusinessOfficerGrp/PhoneNum05024681963
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOUTHERLY
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0852638065
ReturnHeader/Filer/USAddress/AddressLine1Txt06605 NORWAY DRIVE
ReturnHeader/Filer/USAddress/CityNm0Louisville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd040214
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0825506287
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Open Books Financial
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0101 N 7th Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Louisville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd040202
ReturnHeader/PreparerPersonGrp/PhoneNum05026326485
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Nisa Cooley
ReturnHeader/ReturnTs02024-11-14T15:24:31-05:00
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
$65,841
Liabilities
$0
Net assets
$65,841
Revenue
$81,244
Expenses
$160,225
Net income
-$78,981
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