Civic Intelligence

Wharton Charitable Fund Inc

990 • Fiscal year 2019 • EIN 20-1681977

Jul 01, 2018 to Jun 30, 2019

Organization ProfileN/A
Memphis, TN
Siviq Scores

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

Liabilities / Assets

81st percentile

0.14x

Higher debt load relative to assets than 81% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

94th percentile

0.65x

Higher debt load relative to revenue than 94% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

9th percentile

-47%

Higher net margin than 9% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2019

Asset Growth

31st percentile

-8.1%

Faster asset growth than 31% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

22nd percentile

-23%

Faster revenue growth than 22% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets81st percentile

Assets

Down

$152,656

Down $13,492 (-8.1%) from 2018

Net Assets

Down

$131,271

Down $15,442 (-11%) from 2018

Liabilities

Up

$21,385

Up $1,950 (+10%) from 2018

Revenue And Expenses
Liabilities / Revenue94th percentileNet Margin9th percentile

Revenue

Down

$32,940

Down $9,719 (-23%) from 2018

Expenses

Down

$48,381

Down $3,122 (-6.1%) from 2018

Net Income

Down

-$15,441

Down $6,597 (-75%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

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

$200K$150K$100K$50K$0Assets 2012: $130,733Liabilities 2012: $8,000Net Assets 2012: $122,7332012Assets 2013: $132,052Liabilities 2013: $6,000Net Assets 2013: $126,0522013Assets 2014: $170,834Liabilities 2014: $21,232Net Assets 2014: $149,6022014Assets 2015: $181,053Liabilities 2015: $18,212Net Assets 2015: $162,8412015Assets 2016: $183,553Liabilities 2016: $16,746Net Assets 2016: $166,8072016Assets 2017: $172,433Liabilities 2017: $15,876Net Assets 2017: $156,5572017Assets 2018: $166,148Liabilities 2018: $19,435Net Assets 2018: $146,7132018Assets 2019: $152,656Liabilities 2019: $21,385Net Assets 2019: $131,2712019Assets 2020: $133,415Liabilities 2020: $18,500Net Assets 2020: $114,9152020Assets 2022: $122,515Liabilities 2022: $3,390Net Assets 2022: $119,1252022Assets 2023: $118,928Liabilities 2023: $3,390Net Assets 2023: $115,5382023Assets 2024: $124,662Liabilities 2024: $3,390Net Assets 2024: $121,2722024

Highlighted filing

2019

Assets$152,656
Liabilities$21,385
Net Assets$131,271
Open 2019 Filing

Operations Trend

Revenue Growth22nd percentile

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

$100K$50K$0-$50KRevenue 2012: $35,245Expenses 2012: $41,762Net Income 2012: -$6,5172012Revenue 2013: $39,025Expenses 2013: $35,706Net Income 2013: $3,3192013Revenue 2014: $67,962Expenses 2014: $44,412Net Income 2014: $23,5502014Revenue 2015: $46,148Expenses 2015: $32,909Net Income 2015: $13,2392015Revenue 2016: $35,439Expenses 2016: $31,474Net Income 2016: $3,9652016Revenue 2017: $34,321Expenses 2017: $44,571Net Income 2017: -$10,2502017Revenue 2018: $42,659Expenses 2018: $51,503Net Income 2018: -$8,8442018Revenue 2019: $32,940Expenses 2019: $48,381Net Income 2019: -$15,4412019Revenue 2020: $12,975Expenses 2020: $29,331Net Income 2020: -$16,3562020Revenue 2022: $12,151Expenses 2022: $18,642Net Income 2022: -$6,4912022Revenue 2023: $12,040Expenses 2023: $15,627Net Income 2023: -$3,5872023Revenue 2024: $20,111Expenses 2024: $14,377Net Income 2024: $5,7342024

Highlighted filing

2019

Revenue$32,940
Expenses$48,381
Net Income-$15,441
Open 2019 Filing
Filing Detail Status

This 2019 filing currently has summary financial data only. Detailed schedules, leadership, and program rows are not available for this filing yet.

View Latest Detailed Filing (2024)
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Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Mission and Program Overview

Mission

Economic and education assistance

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Summary only. Only limited summary data is available for this year.

Open filing
Assets
$152,656
Liabilities
$21,385
Net assets
$131,271
Revenue
$32,940
Expenses
$48,381
Net income
-$15,441
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.25$0.03$1.21$0.20$0.14$0.06
2023Detailed filing. Detailed filing data is available for this year.$1.19$0.03$1.16$0.12$0.16$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.23$0.03$1.19$0.12$0.19$0.06
2020Summary only. Only limited summary data is available for this year.$1.33$0.19$1.15$0.13$0.29$0.16
2019Summary only. Only limited summary data is available for this year.$1.53$0.21$1.31$0.33$0.48$0.15
2018Summary only. Only limited summary data is available for this year.$1.66$0.19$1.47$0.43$0.52$0.09
2017Summary only. Only limited summary data is available for this year.$1.72$0.16$1.57$0.34$0.45$0.10
2016Summary only. Only limited summary data is available for this year.$1.84$0.17$1.67$0.35$0.31$0.04
2015Summary only. Only limited summary data is available for this year.$1.81$0.18$1.63$0.46$0.33$0.13
2014Summary only. Only limited summary data is available for this year.$1.71$0.21$1.50$0.68$0.44$0.24
2013Summary only. Only limited summary data is available for this year.$1.32$0.06$1.26$0.39$0.36$0.03
2012Summary only. Only limited summary data is available for this year.$1.31$0.08$1.23$0.35$0.42$0.07