Civic Intelligence

Wharton Charitable Fund Inc

990 • Fiscal year 2020 • EIN 20-1681977

Jul 01, 2019 to Jun 30, 2020

Organization ProfileN/A
Memphis, TN
Siviq Scores

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

Liabilities / Assets

77th percentile

0.14x

Higher debt load relative to assets than 77% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

96th percentile

1.43x

Higher debt load relative to revenue than 96% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

7th percentile

-126%

Higher net margin than 7% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2020

Asset Growth

25th percentile

-13%

Faster asset growth than 25% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

17th percentile

-61%

Faster revenue growth than 17% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets77th percentile

Assets

Down

$133,415

Down $19,241 (-13%) from 2019

Net Assets

Down

$114,915

Down $16,356 (-12%) from 2019

Liabilities

Down

$18,500

Down $2,885 (-13%) from 2019

Revenue And Expenses
Liabilities / Revenue96th percentileNet Margin7th percentile

Revenue

Down

$12,975

Down $19,965 (-61%) from 2019

Expenses

Down

$29,331

Down $19,050 (-39%) from 2019

Net Income

Down

-$16,356

Down $915 (-5.9%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth25th 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

2020

Assets$133,415
Liabilities$18,500
Net Assets$114,915
Open 2020 Filing

Operations Trend

Revenue Growth17th 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

2020

Revenue$12,975
Expenses$29,331
Net Income-$16,356
Open 2020 Filing
Filing Detail Status

This 2020 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, 2019 to Jun 30, 2020
Mission and Program Overview

Mission

Economic and education assistance

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Summary only. Only limited summary data is available for this year.

Open filing
Assets
$133,415
Liabilities
$18,500
Net assets
$114,915
Revenue
$12,975
Expenses
$29,331
Net income
-$16,356
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