Civic Intelligence

Ware Foundation Inc

990PF • Fiscal year 2015 • EIN 23-7286585

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 15, 2016

2525 Ponce DE Leon Blvd Suite 1040Coral Gables, FL 33134

(786) 693-6300

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

Higher debt load relative to assets than 17% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Source year 2015

Liabilities / Revenue

19th percentile

0.00x

Higher debt load relative to revenue than 19% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Source year 2015

Net Margin

4th percentile

-127%

Higher net margin than 4% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Source year 2015

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

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

2015 filings • $10M-$25M nonprofits • Source year 2015

Asset Growth

17th percentile

-5.4%

Faster asset growth than 17% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Annualized from 2014 to 2015

Revenue Growth

26th percentile

-7.9%

Faster revenue growth than 26% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Annualized from 2014 to 2015

Assets

Down

$18,176,971

Down $1,041,361 (-5.4%) from 2014

Net Assets

Down

$18,174,537

Down $1,039,942 (-5.4%) from 2014

Liabilities

Down

$2,434

Down $1,419 (-37%) from 2014

Revenue

Down

$722,243

Down $62,146 (-7.9%) from 2014

Expenses

Up

$1,641,837

Up $225,093 (+16%) from 2014

Net Income

Down

-$919,594

Down $287,239 (-45%) from 2014

Historical Trend

Balance Sheet Trend

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

$40M$30M$20M$10M$0Assets 2010: $17,813,110Liabilities 2010: $2,511Net Assets 2010: $17,810,5992010Assets 2011: $17,305,126Liabilities 2011: $12,674Net Assets 2011: $17,292,4522011Assets 2012: $18,236,477Liabilities 2012: $3,265Net Assets 2012: $18,233,2122012Assets 2013: $18,954,584Liabilities 2013: $3,515Net Assets 2013: $18,951,0692013Assets 2014: $19,218,332Liabilities 2014: $3,853Net Assets 2014: $19,214,4792014Assets 2015: $18,176,971Liabilities 2015: $2,434Net Assets 2015: $18,174,5372015Assets 2016: $17,062,167Liabilities 2016: $2,420Net Assets 2016: $17,059,7472016Assets 2017: $18,434,906Liabilities 2017: $2,198Net Assets 2017: $18,432,7082017Assets 2018: $33,785,241Liabilities 2018: $2,059,827Net Assets 2018: $31,725,4142018Assets 2019: $17,218,080Liabilities 2019: $80,220Net Assets 2019: $17,137,8602019Assets 2020: $17,916,959Liabilities 2020: $1,155Net Assets 2020: $17,915,8042020Assets 2021: $19,998,403Liabilities 2021: $500Net Assets 2021: $19,997,9032021Assets 2022: $16,716,675Liabilities 2022: $500Net Assets 2022: $16,716,1752022Assets 2023: $17,552,370Liabilities 2023: $0Net Assets 2023: $17,552,3702023Assets 2024: $18,290,066Liabilities 2024: $0Net Assets 2024: $18,290,0662024

Highlighted filing

2015

Assets$18,176,971
Liabilities$2,434
Net Assets$18,174,537

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0M-$2.0MExpenses 2010: $1,060,9112010Expenses 2011: $1,144,3442011Expenses 2012: $1,062,6152012Revenue 2013: $496,289Expenses 2013: $1,054,415Net Income 2013: -$558,1262013Revenue 2014: $784,389Expenses 2014: $1,416,744Net Income 2014: -$632,3552014Revenue 2015: $722,243Expenses 2015: $1,641,837Net Income 2015: -$919,5942015Revenue 2016: $353,304Expenses 2016: $1,647,342Net Income 2016: -$1,294,0382016Revenue 2017: $1,818,281Expenses 2017: $1,780,418Net Income 2017: $37,8632017Revenue 2018: $1,423,174Expenses 2018: $2,129,760Net Income 2018: -$706,5862018Revenue 2019: $722,307Expenses 2019: $1,884,337Net Income 2019: -$1,162,0302019Revenue 2020: $446,262Expenses 2020: $1,381,359Net Income 2020: -$935,0972020Revenue 2021: $1,419,723Expenses 2021: $1,533,984Net Income 2021: -$114,2612021Revenue 2022: $551,604Expenses 2022: $1,326,756Net Income 2022: -$775,1522022Revenue 2023: $477,780Expenses 2023: $1,415,977Net Income 2023: -$938,1972023Revenue 2024: $708,710Expenses 2024: $1,403,790Net Income 2024: -$695,0802024

Highlighted filing

2015

Revenue$722,243
Expenses$1,641,837
Net Income-$919,594
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 15, 2016
Return Version
2015v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES ODOMTrusteePT$0--
MORGAN WARE-SOUMAHTrusteePT$0--
MARK EDWARDSSec/ TreasurerPT$0--
ELIZABETH EASONTrusteePT$0--
JOHN EDWARDSTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Ware Foundation
EIN
23-7286585
Phone
7866936300
Address
2525 PONCE DE LEON BLVD SUITE 1040, CORAL GABLES, FL 33134

Signing Officer

Name
Morgan Ware Soumah
Title
manager
Phone
3056625002
Signed
2016-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Cherry Bekaert Llp
Address
2525 Ponce de Leon Blvd Suite 1040, Coral Gables, FL 33134
Preparer
Vicki Hinz
Phone
7866936300
Raw XML AppendixShowing 400 of 1,500 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/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0722243
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt015011
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt015012
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt030023
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0681342
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt058370
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt058370
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0116740
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01218629
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01218629
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt01266
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt040382
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt040382
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-919594
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01299462
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0519
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0519
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt021963
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt021962
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt043925
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0681342
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0511772
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt014482
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt014481
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt028963
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt01020
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt01020
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt02040
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt09776
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt09777
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt020553
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt025040
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt025039
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt050079
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt051462
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt051463
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt0102925
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt03731
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt03731
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt07462
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01429100
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0210471
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01641837
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0722243
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0722243
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0210471
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0210471
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0423208
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt09616
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt09616
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt019232
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02004-03-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0700000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0150062
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-68182
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2445566
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3153896
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0150062
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-68182
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2445566
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3153896
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01145566
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1153896
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0JP MORGAN 1004 LONG TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1JP MORGAN 1004 SHORT TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2BESSEMER LONG TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3Capital Gains Dividends
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02015-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0681342
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-919594
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0120348
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt018294885
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt019214479
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt018174537
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0840802
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0840802
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0840802
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0845920
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt05118
IRS990PF/DistributableAmountGrp/TotalTaxAmt05118
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01643
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt06761
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt05118
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01643
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt05118
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt05118
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt06761
IRS990PF/FMVAssetsEOYAmt019310785
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0764033
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt01314283
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt01314283
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt03453806
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt02280027
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt02648748
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt0110949
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt0112577
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt02894
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt01628
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt01628
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt02950
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt05618
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt05618
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt07372250
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt06186065
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt05634556
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt03853
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt02434
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt04204
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt06704
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt06704
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt019218332
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt018176971
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt019310785
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt03853
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt02434
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt019218332
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt018176971
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt019214479

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$18.3$0.00$18.3$0.71$1.40$0.70
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.6$0.00$17.6$0.48$1.42$0.94
2022Detailed filing. Detailed filing data is available for this year.$16.7$0.00$16.7$0.55$1.33$0.78
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.0$0.00$20.0$1.42$1.53$0.11
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.9$0.00$17.9$0.45$1.38$0.94
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.2$0.08$17.1$0.72$1.88$1.16
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$33.8$2.06$31.7$1.42$2.13$0.71
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.4$0.00$18.4$1.82$1.78$0.04
2016Detailed filing. Detailed filing data is available for this year.$17.1$0.00$17.1$0.35$1.65$1.29
2015Detailed filing. Detailed filing data is available for this year.$18.2$0.00$18.2$0.72$1.64$0.92
2014Detailed filing. Detailed filing data is available for this year.$19.2$0.00$19.2$0.78$1.42$0.63
2013Detailed filing. Detailed filing data is available for this year.$19.0$0.00$19.0$0.50$1.05$0.56
2012XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.2$0.00$18.2$1.06
2011Detailed filing. Detailed filing data is available for this year.$17.3$0.01$17.3$1.14
2010Detailed filing. Detailed filing data is available for this year.$17.8$0.00$17.8$1.06