Civic Intelligence

Mary Gaston Barnwell Foundation

990 • Fiscal year 2015 • EIN 23-1353293

Jan 01, 2015 to Dec 31, 2015 • Filed on May 13, 2016

Organization ProfileN/A
1525 W Wt Harris Blvd D1114-044Charlotte, NC 28262

(800) 352-3705

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

13th percentile

0.00x

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

9th percentile

-37%

Higher net margin than 9% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

39th percentile

$28,245

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 32.6% of source-year revenue.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

38th percentile

-1.8%

Faster asset growth than 38% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

9th percentile

-33%

Faster revenue growth than 9% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets13th percentile

Assets

Down

$1,641,218

Down $30,304 (-1.8%) from 2014

Net Assets

Down

$1,641,218

Down $30,304 (-1.8%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin9th percentile

Revenue

Down

$86,713

Down $43,230 (-33%) from 2014

Expenses

Up

$118,773

Up $8,658 (+7.9%) from 2014

Net Income

Down

-$32,060

Down $51,888 (-262%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2008: $1,821,997Liabilities 2008: $0Net Assets 2008: $1,821,9972008Assets 2009: $1,685,981Liabilities 2009: $0Net Assets 2009: $1,685,9812009Assets 2010: $1,673,520Liabilities 2010: $0Net Assets 2010: $1,673,5202010Assets 2011: $1,690,327Liabilities 2011: $0Net Assets 2011: $1,690,3272011Assets 2012: $1,653,842Liabilities 2012: $0Net Assets 2012: $1,653,8422012Assets 2013: $1,652,143Liabilities 2013: $0Net Assets 2013: $1,652,1432013Assets 2014: $1,671,522Liabilities 2014: $0Net Assets 2014: $1,671,5222014Assets 2015: $1,641,218Liabilities 2015: $0Net Assets 2015: $1,641,2182015Assets 2016: $1,611,043Liabilities 2016: $0Net Assets 2016: $1,611,0432016Assets 2017: $1,582,798Liabilities 2017: $0Net Assets 2017: $1,582,7982017Assets 2018: $1,590,189Liabilities 2018: $0Net Assets 2018: $1,590,1892018Assets 2019: $1,671,157Liabilities 2019: $0Net Assets 2019: $1,671,1572019Assets 2020: $1,710,696Liabilities 2020: $0Net Assets 2020: $1,710,6962020Assets 2021: $1,800,130Liabilities 2021: $0Net Assets 2021: $1,800,1302021Assets 2022: $1,764,505Liabilities 2022: $0Net Assets 2022: $1,764,5052022Assets 2023: $1,714,938Liabilities 2023: $0Net Assets 2023: $1,714,9382023Assets 2024: $1,706,184Liabilities 2024: $0Net Assets 2024: $1,706,1842024

Highlighted filing

2015

Assets$1,641,218
Liabilities$0
Net Assets$1,641,218
Open 2015 Filing

Operations Trend

Revenue Growth9th percentile

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

$200K$0-$200K-$400KRevenue 2008: -$122,157Expenses 2008: $130,694Net Income 2008: -$252,8512008Revenue 2009: -$13,316Expenses 2009: $117,863Net Income 2009: -$131,1792009Revenue 2010: $148,605Expenses 2010: $109,767Net Income 2010: $38,8382010Revenue 2011: $147,678Expenses 2011: $131,785Net Income 2011: $15,8932011Revenue 2012: $92,714Expenses 2012: $124,150Net Income 2012: -$31,4362012Revenue 2013: $86,297Expenses 2013: $89,734Net Income 2013: -$3,4372013Revenue 2014: $129,943Expenses 2014: $110,115Net Income 2014: $19,8282014Revenue 2015: $86,713Expenses 2015: $118,773Net Income 2015: -$32,0602015Revenue 2016: $71,754Expenses 2016: $100,441Net Income 2016: -$28,6872016Revenue 2017: $115,832Expenses 2017: $144,086Net Income 2017: -$28,2542017Revenue 2018: $110,254Expenses 2018: $102,796Net Income 2018: $7,4582018Revenue 2019: $182,373Expenses 2019: $101,177Net Income 2019: $81,1962019Revenue 2020: $131,463Expenses 2020: $91,615Net Income 2020: $39,8482020Revenue 2021: $193,214Expenses 2021: $104,053Net Income 2021: $89,1612021Revenue 2022: $71,581Expenses 2022: $106,871Net Income 2022: -$35,2902022Revenue 2023: $46,588Expenses 2023: $94,171Net Income 2023: -$47,5832023Revenue 2024: $88,182Expenses 2024: $98,561Net Income 2024: -$10,3792024

Highlighted filing

2015

Revenue$86,713
Expenses$118,773
Net Income-$32,060
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 13, 2016
Return Version
2015v2.0
Gross Receipts
$683,192
Mission and Program Overview

Mission

Encourage and reward the practice of the principles of honor and moral courage in the students and graduates of Central High School, Philadelphia.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,671,522$1,641,218▼ $30,304
Savings and Temporary Cash Investments$96,093$73,979▼ $22,114
Total Assets$1,671,522$1,641,218▼ $30,304
Other Assets Total$1,575,429$1,567,239▼ $8,190
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,671,522$1,641,218▼ $30,304
Total Liabilities and Net Assets / Fund Balance$1,671,522$1,641,218▼ $30,304
Compensation and Service Providers
Top Officer Pay39th percentile

Employees

NameTitleFull / Part TimeBaseTotal
-TrusteeFT$28,245$28,245
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$81,216
Other Revenue
$5,497
Change in Net Assets
$-32,060
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$87,816
Salaries, Compensation, and Employee Benefits$28,245
Other Expenses$2,712
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$87,816--$87,816
Current Officers, Directors, Trustees, and Key Employees-$28,245-$28,245
Fees for Services Legal-$1,215-$1,215
Fees for Services Accounting-$1,000-$1,000
All Other Expenses-$497-$497
Total Functional Expenses$87,816$30,957$0$118,773
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Central High SchoolPhiladelphia, PA-General Purpose$87,816
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8A

“Wells fargo bank, as trustees, keeps minutes of all meetings.”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“Sole Trustee prepares and reviews Form 990s.”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12C

“Monitored by Wells Fargo Bank, NA”

Filing and Contact Details

Filer

Filer Name
Barnwell Jg Tw
EIN
23-1353293
Phone
8003523705
Address
1525 W WT HARRIS BLVD D1114-044, CHARLOTTE, NC 28262

Signing Officer

Name
-
Title
Trustee
Phone
8003523705
Signed
2016-05-13

Organization Details

Formed
1919
Legal Domicile
Pa
Voting Board Members
0
Independent Board Members
0
Employees
0
Volunteers
1
Supplemental Narrative

Additional Explanations

Description for Making Documents Public

“Via guidestar or foundation center”

Explanation for Form 990, Part XI, Line 9

“Mutual fund tax effective date before tye 3,307.04, mutual fundposting date after tye -530.50, roc basis adjustment -1,017.85 , rounding -3.00”

Raw XML Appendix290 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3VIA GUIDESTAR OR FOUNDATION CENTER
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MUTUAL FUND TAX EFFECTIVE DATE BEFORE TYE 3,307.04, MUTUAL FUNDPOSTING DATE AFTER TYE -530.50, ROC BASIS ADJUSTMENT -1,017.85 , ROUNDING -3.00
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3DESCRIPTION FOR MAKING DOCUMENTS PUBLIC
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ReturnHeader/BuildTS02016-12-15 16:53:06Z
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ReturnHeader/Filer/PhoneNum08003523705
ReturnHeader/Filer/USAddress/AddressLine1Txt01525 W WT HARRIS BLVD D1114-044
ReturnHeader/Filer/USAddress/CityNm0CHARLOTTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028262
ReturnHeader/ReturnTs02016-05-13T11:00:19-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,641,218
Liabilities
$0
Net assets
$1,641,218
Revenue
$86,713
Expenses
$118,773
Net income
-$32,060
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$0.09$0.10$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$0.05$0.09$0.05
2022Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$0.07$0.11$0.04
2021Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$0.19$0.10$0.09
2020Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$0.13$0.09$0.04
2019Summary only. Only limited summary data is available for this year.$1.67$0.00$1.67$0.18$0.10$0.08
2018Summary only. Only limited summary data is available for this year.$1.59$0.00$1.59$0.11$0.10$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.12$0.14$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.07$0.10$0.03
2015Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.09$0.12$0.03
2014Detailed filing. Detailed filing data is available for this year.$1.67$0.00$1.67$0.13$0.11$0.02
2013Detailed filing. Detailed filing data is available for this year.$1.65$0.00$1.65$0.09$0.09$0.00
2012Summary only. Only limited summary data is available for this year.$1.65$0.00$1.65$0.09$0.12$0.03
2011Summary only. Only limited summary data is available for this year.$1.69$0.00$1.69$0.15$0.13$0.02
2010Summary only. Only limited summary data is available for this year.$1.67$0.00$1.67$0.15$0.11$0.04
2009Summary only. Only limited summary data is available for this year.$1.69$0.00$1.69$0.01$0.12$0.13
2008Summary only. Only limited summary data is available for this year.$1.82$0.00$1.82$0.12$0.13$0.25