Civic Intelligence

The James R Warren Family Foundation

EIN 20-0487512 • Mint Hill, NC

Pub. 78 EligibleNTEE T20
3851 Marchers Trace DrMint Hill, NC 28227
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

85th percentile

0.00x

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

NTEE T20 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

85th percentile

0.00x

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

NTEE T20 • <$500k nonprofits • Source year 2024

Net Margin

51st percentile

2.2%

Higher net margin than 51% of similar nonprofits.

NTEE T20 • <$500k nonprofits • Source year 2024

Top Officer Pay

92nd percentile

$0

Higher top officer pay than 92% of similar nonprofits.

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

NTEE T20 • <$500k nonprofits • Source year 2024

Asset Growth

61st percentile

0.2%

Faster asset growth than 61% of similar nonprofits.

NTEE T20 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

69th percentile

44%

Faster revenue growth than 69% of similar nonprofits.

NTEE T20 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$201,406

Up $376 (+0.2%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$201,406

Up $376 (+0.2%) from 2023

Revenue

Up

$15,222

Up $4,641 (+44%) from 2023

Expenses

Up

$14,891

Up $1,327 (+9.8%) from 2023

Net Income

Up

$331

Up $3,314 (+111%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2010: $188,659Liabilities 2010: $0Net Assets 2010: $188,6592010Assets 2011: $187,221Liabilities 2011: $0Net Assets 2011: $187,2212011Assets 2012: $184,859Liabilities 2012: $0Net Assets 2012: $184,8592012Assets 2013: $187,900Liabilities 2013: $0Net Assets 2013: $187,9002013Assets 2014: $199,880Liabilities 2014: $0Net Assets 2014: $199,8802014Assets 2015: $221,799Liabilities 2015: $0Net Assets 2015: $221,7992015Assets 2016: $223,015Liabilities 2016: $0Net Assets 2016: $223,0152016Assets 2017: $220,813Liabilities 2017: $0Net Assets 2017: $220,8132017Assets 2018: $216,968Liabilities 2018: $0Net Assets 2018: $216,9682018Assets 2019: $216,900Liabilities 2019: $0Net Assets 2019: $216,9002019Assets 2020: $208,503Liabilities 2020: $0Net Assets 2020: $208,5032020Assets 2021: $209,100Liabilities 2021: $0Net Assets 2021: $209,1002021Assets 2022: $204,531Liabilities 2022: $0Net Assets 2022: $204,5312022Assets 2023: $201,030Liabilities 2023: $0Net Assets 2023: $201,0302023Assets 2024: $201,406Liabilities 2024: $0Net Assets 2024: $201,4062024

Highlighted filing

2024

Assets$201,406
Liabilities$0
Net Assets$201,406

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$30K$20K$10K$0-$10KExpenses 2010: $13,5742010Expenses 2011: $13,1432011Expenses 2012: $14,2932012Revenue 2013: $19,000Expenses 2013: $15,948Net Income 2013: $3,0522013Revenue 2014: $27,260Expenses 2014: $15,276Net Income 2014: $11,9842014Revenue 2015: $27,288Expenses 2015: $5,343Net Income 2015: $21,9452015Revenue 2016: $29,539Expenses 2016: $28,159Net Income 2016: $1,3802016Revenue 2017: $12,414Expenses 2017: $15,186Net Income 2017: -$2,7722017Revenue 2018: $11,496Expenses 2018: $15,345Net Income 2018: -$3,8492018Revenue 2019: $13,949Expenses 2019: $14,404Net Income 2019: -$4552019Revenue 2020: $5,880Expenses 2020: $14,280Net Income 2020: -$8,4002020Revenue 2021: $16,163Expenses 2021: $15,822Net Income 2021: $3412021Revenue 2022: $10,529Expenses 2022: $15,023Net Income 2022: -$4,4942022Revenue 2023: $10,581Expenses 2023: $13,564Net Income 2023: -$2,9832023Revenue 2024: $15,222Expenses 2024: $14,891Net Income 2024: $3312024

Highlighted filing

2024

Revenue$15,222
Expenses$14,891
Net Income$331

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.01$0.00$2.01$0.15$0.15$0.00
2023Detailed filing. Detailed filing data is available for this year.$2.01$0.00$2.01$0.11$0.14$0.03
2022Detailed filing. Detailed filing data is available for this year.$2.05$0.00$2.05$0.11$0.15$0.04
2021Detailed filing. Detailed filing data is available for this year.$2.09$0.00$2.09$0.16$0.16$0.00
2020Detailed filing. Detailed filing data is available for this year.$2.09$0.00$2.09$0.06$0.14$0.08
2019Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$0.14$0.14$0.00
2018Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$0.11$0.15$0.04
2017Detailed filing. Detailed filing data is available for this year.$2.21$0.00$2.21$0.12$0.15$0.03
2016Detailed filing. Detailed filing data is available for this year.$2.23$0.00$2.23$0.30$0.28$0.01
2015Detailed filing. Detailed filing data is available for this year.$2.22$0.00$2.22$0.27$0.05$0.22
2014Detailed filing. Detailed filing data is available for this year.$2.00$0.00$2.00$0.27$0.15$0.12
2013Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.19$0.16$0.03
2012Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$0.14
2011Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$0.13
2010Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$0.14
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 13, 2025
Return Version
2024v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES R WARRENDirector-$0--
JULIA B WARRENDirector-$0--
Filing and Contact Details

Filer

Filer Name
The James R Warren Family
EIN
20-0487512
Phone
8437220785
Address
3851 MARCHERS TRACE DR, MINT HILL, NC 28227

Signing Officer

Name
James R Warren
Title
Director
Phone
8437637293
Signed
2025-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Draffin & Tucker Llp
Address
210 WINGO WAY STE 202, MOUNT PLEASANT, SC 29464-1819
Preparer
Stephen T Moose Cpapfs
Phone
8437220785
Raw XML Appendix364 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/PersonNm0JAMES R WARREN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JULIA B WARREN
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8SAVE THE CHILDREN FEDERATION
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt13HUMANE SOCIETY OF CHARLOTTE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12850 WARREN WILSON RD
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TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt045
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES R WARREN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08437637293
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE JAMES R WARREN FAMILY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JAME
ReturnHeader/Filer/EIN0200487512
ReturnHeader/Filer/PhoneNum08437220785
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DRAFFIN & TUCKER LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0210 WINGO WAY STE 202
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MOUNT PLEASANT
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0294641819
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ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEPHEN T MOOSE CPAPFS
ReturnHeader/ReturnTs02025-11-14T11:50:20-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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