Civic Intelligence

Emwiga Foundation

990PF • Fiscal year 2020 • EIN 13-3247601

Mar 01, 2019 to Feb 28, 2020 • Filed on Dec 18, 2020

Organization Profile
559 STEAMBOAT ROAD Suite B-1Greenwich, CT 06830

(212) 440-0800

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.00x

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

2020 filings • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

21st percentile

0.00x

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

2020 filings • $5M-$10M nonprofits • Source year 2020

Net Margin

91st percentile

64%

Higher net margin than 91% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

31st percentile

$0

Higher top officer pay than 31% of similar nonprofits.

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

2020 filings • $5M-$10M nonprofits • Source year 2020

Asset Growth

70th percentile

12%

Faster asset growth than 70% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

92nd percentile

103%

Faster revenue growth than 92% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Up

$8,344,069

Up $924,330 (+12%) from 2019

Net Assets

Up

$8,344,069

Up $924,330 (+12%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin91st percentile

Revenue

Up

$1,333,832

Up $675,729 (+103%) from 2019

Expenses

Down

$482,828

Down $707,957 (-59%) from 2019

Net Income

Up

$851,004

Up $1,383,686 (+260%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

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

$15M$10M$5.0M$0Assets 2012: $4,983,921Liabilities 2012: $02012Assets 2013: $5,261,350Liabilities 2013: $50,0002013Assets 2014: $6,312,332Liabilities 2014: $02014Assets 2015: $6,632,850Liabilities 2015: $02015Assets 2019: $7,419,739Liabilities 2019: $0Net Assets 2019: $7,419,7392019Assets 2020: $8,344,069Liabilities 2020: $0Net Assets 2020: $8,344,0692020Assets 2021: $8,314,757Liabilities 2021: $0Net Assets 2021: $8,314,7572021Assets 2022: $9,390,807Liabilities 2022: $0Net Assets 2022: $9,390,8072022Assets 2023: $9,483,003Liabilities 2023: $0Net Assets 2023: $9,483,0032023Assets 2024: $11,285,355Liabilities 2024: $0Net Assets 2024: $11,285,3552024Assets 2025: $13,332,643Liabilities 2025: $0Net Assets 2025: $13,332,6432025

Highlighted filing

2020

Assets$8,344,069
Liabilities$0
Net Assets$8,344,069
Open 2020 Filing

Operations Trend

Revenue Growth92nd percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2012: $631,583Expenses 2012: $402,529Net Income 2012: $229,0542012Revenue 2013: $623,907Expenses 2013: $396,476Net Income 2013: $227,4312013Revenue 2014: $1,404,883Expenses 2014: $303,901Net Income 2014: $1,100,9822014Revenue 2015: $950,506Expenses 2015: $629,988Net Income 2015: $320,5182015Revenue 2019: $658,103Expenses 2019: $1,190,785Net Income 2019: -$532,6822019Revenue 2020: $1,333,832Expenses 2020: $482,828Net Income 2020: $851,0042020Revenue 2021: $773,573Expenses 2021: $802,885Net Income 2021: -$29,3122021Revenue 2022: $1,727,403Expenses 2022: $512,595Net Income 2022: $1,214,8082022Revenue 2023: $981,638Expenses 2023: $889,512Net Income 2023: $92,1262023Revenue 2024: $2,813,061Expenses 2024: $1,005,487Net Income 2024: $1,807,5742024Revenue 2025: $3,306,288Expenses 2025: $1,260,500Net Income 2025: $2,045,7882025

Highlighted filing

2020

Revenue$1,333,832
Expenses$482,828
Net Income$851,004
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Mar 1, 2019 to Feb 28, 2020
Signed
Dec 18, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay31st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLARD J OVERLOCK JRTrustee/Part-Time-$0--
KATHARINE OVERLOCKTrustee/Part-Time-$0--
EMILY PHELPS OVERLOCKTrustee/Part-Time-$0--
WILLARD J OVERLOCK IIITrustee/Part-Time-$0--
JAMES G KENAN IIITrustee/Part-Time-$0--
Filing and Contact Details

Filer

Filer Name
Emwiga Foundation
EIN
13-3247601
In Care Of
% ERNST & YOUNG US LLP
Phone
2124400800
Address
559 STEAMBOAT ROAD Suite B-1, GREENWICH, CT 06830

Signing Officer

Name
Willard Overlock
Title
Trustee
Phone
2124400800
Signed
2020-12-18
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
77 WATER STREET 9TH FL, NEW YORK, NY 10005
Preparer
John D Cook
Phone
2124400800
Raw XML Appendix343 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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0WILLARD J OVERLOCK JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1KATHARINE OVERLOCK
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IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd010005
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
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IRS990PF/StatementsRegardingActyGrp/PhoneNum02124400800
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
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IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0501(C)(3) OF THE INTERNAL REVENUE CODE.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0340110
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SEE SCHEDULE ATTACHED
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
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IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0481135
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0137675
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0526251
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0161276
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt046469
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt048275
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt028410
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0137675
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0673006
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0526251
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0146755
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
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IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
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IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0810681
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FOREIGN TAX PAID
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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt08552
OtherIncomeSchedule2/OtherIncomeDetail/Desc0AIG 2008 SECURITIES LITIGATION
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt045
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt045
OtherIncreasesSchedule/OtherIncreasesDetail/Amt073326
OtherIncreasesSchedule/OtherIncreasesDetail/Amt10
OtherIncreasesSchedule/OtherIncreasesDetail/Amt20
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0EXCESS OF FAIR MARKET VALUE OVER
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1FOUNDATION'S COST BASIS OF SECURITIES
OtherIncreasesSchedule/OtherIncreasesDetail/Desc2DONATED TO QUALIFYING CHARITIES
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0127466
TaxesSchedule/TaxesDetail/CategoryTxt0FED TAX -EXT PMT FYE 2/28/2018
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLARD OVERLOCK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02124400800
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-12-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EMWIGA FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0EMWI
ReturnHeader/Filer/EIN0133247601
ReturnHeader/Filer/InCareOfNm0% ERNST & YOUNG US LLP
ReturnHeader/Filer/PhoneNum02124400800
ReturnHeader/Filer/USAddress/AddressLine1Txt0559 STEAMBOAT ROAD Suite B-1
ReturnHeader/Filer/USAddress/CityNm0GREENWICH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006830
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId01FDC03E06B1A9862791985ABDE065EB0328F3A96
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId01FDC03E06B1A9862791985ABDE065EB0328F3A96
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId026363620203535000000
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-12-18
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0100.38.63.31
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt077 WATER STREET 9TH FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010005
ReturnHeader/PreparerPersonGrp/PhoneNum02124400800
ReturnHeader/PreparerPersonGrp/PreparationDt02020-12-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0John D Cook
ReturnHeader/ReturnTs02020-12-18T10:04:49-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-03-01
ReturnHeader/TaxPeriodEndDt02020-02-28
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,344,069
Liabilities
$0
Net assets
$8,344,069
Revenue
$1,333,832
Expenses
$482,828
Net income
$851,004
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$13.3$0.00$13.3$3.31$1.26$2.05
2024Detailed filing. Detailed filing data is available for this year.$11.3$0.00$11.3$2.81$1.01$1.81
2023Detailed filing. Detailed filing data is available for this year.$9.48$0.00$9.48$0.98$0.89$0.09
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.39$0.00$9.39$1.73$0.51$1.21
2021Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$8.31$0.00$8.31$0.77$0.80$0.03
2020Detailed filing. Detailed filing data is available for this year.$8.34$0.00$8.34$1.33$0.48$0.85
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.42$0.00$7.42$0.66$1.19$0.53
2015Summary only. Only limited summary data is available for this year.$6.63$0.00$0.95$0.63$0.32
2014Summary only. Only limited summary data is available for this year.$6.31$0.00$1.40$0.30$1.10
2013Summary only. Only limited summary data is available for this year.$5.26$0.05$0.62$0.40$0.23
2012Summary only. Only limited summary data is available for this year.$4.98$0.00$0.63$0.40$0.23
Peer Organizations

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