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Western & Southern Financial Fund Inc

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$749k (2023)

Expenses
$9.46M (2023)

Total Assets
$21.7M (2023)

Total Liabilities
$0 (2023)

Years with missing data
Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$748,698
Expenses
$9,461,395
Net Income
-$8,712,697
Net Assets
$21,675,870
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $952,098
> 100%
Sales of Assets -$203,400
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $9,432,396
99.7%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $21,675,870
Total Liabilities $0
Net Assets $21,675,870
Compensation
Key Employees and Officers Compensation Other
John F Barrett (President/Trustee) $0 $0
Thomas L Williams (Chairman/Trustee) $0 $0
Donald J Wuebbling (Secretary/Treasurer) $0 $0
Cynthia M Baumgardner (Assistant Secretary) $0 $0
Jason T Anderson (Assistant Treasurer) $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$19,532,887
Expenses
$9,238,084
Net Income
$10,294,803
Net Assets
$30,388,567
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $16,999,969
87.0%
Interest Revenue $0
Dividends $1,340,643
6.9%
Sales of Assets $1,192,275
6.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $9,214,084
99.7%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $30,388,567
Total Liabilities $0
Net Assets $30,388,567
Compensation
Key Employees and Officers Compensation Other
John F Barrett (President/Trustee) $0 $0
Thomas L Williams (Chairman/Trustee) $0 $0
Donald J Wuebbling (Secretary/Treasurer) $0 $0
Michael Marchese Iii (Assistant Treasurer) $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,787,632
Expenses
$5,513,030
Net Income
-$3,725,398
Net Assets
$20,093,764
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $1,891,222
> 100%
Sales of Assets -$103,590
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $5,484,530
99.5%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $20,093,764
Total Liabilities $0
Net Assets $20,093,764
Compensation
Key Employees and Officers Compensation Other
John F Barrett (President/Trustee) $0 $0
Thomas L Williams (Chairman/Trustee) $0 $0
Donald J Wuebbling (Secretary/Treasurer) $0 $0
Michael Marchese Iii (Assistant Treasurer) $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
-$1,072,419
Expenses
$7,197,760
Net Income
-$8,270,179
Net Assets
$23,819,161
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $671,015
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $7,193,660
99.9%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $23,819,162
Total Liabilities $1
Net Assets $23,819,161
Compensation
Key Employees and Officers Compensation Other
John F Barrett (President/Trustee) $0 $0
Thomas L Williams (Chairman/Trustee) $0 $0
Edward J Babbitt (Secretary/Treasurer) $0 $0
Michael Marchese Iii (Assistant Treasurer) $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,710,679
Expenses
$4,210,103
Net Income
-$2,499,424
Net Assets
$31,089,341
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $746,156
43.6%
Sales of Assets $940,099
55.0%
Other Income $24,424
1.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $4,106,067
97.5%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $31,089,341
Total Liabilities $0
Net Assets $31,089,341

Document Links

Fiscal Year Ending Dec.
2018

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2016

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$2,753,744
Expenses
$4,458,674
Net Income
-$1,704,930
Net Assets
$28,632,899
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $2,550,986
92.6%
Interest Revenue $0
Dividends $202,758
7.4%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $4,455,524
99.9%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $28,632,899
Total Liabilities $0
Net Assets $28,632,899

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$11,572,268
Expenses
$3,704,021
Net Income
$7,868,247
Net Assets
$30,337,829
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $11,330,838
97.9%
Interest Revenue $0
Dividends $241,430
2.1%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $3,698,121
99.8%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $30,337,829
Total Liabilities $0
Net Assets $30,337,829

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$23,417,699
Expenses
$2,957,401
Net Income
$20,460,298
Net Assets
$22,469,581
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $23,095,284
98.6%
Interest Revenue $0
Dividends $69,230
0.3%
Sales of Assets $253,185
1.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $2,954,401
99.9%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $22,469,581
Total Liabilities $0
Net Assets $22,469,581

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,014,875
Expenses
$2,949,655
Net Income
-$1,934,780
Net Assets
$1,795,331
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $64,276
6.3%
Sales of Assets $950,599
93.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $2,939,655
99.7%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,795,331
Total Liabilities $0
Net Assets $1,795,331

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$62,706
Expenses
$4,561,301
Net Income
-$4,498,595
Net Assets
$2,820,872
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $62,706
100%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $4,561,301
100%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,820,872
Total Liabilities $0
Net Assets $2,820,872

Document Links

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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