Civic Intelligence

Ware Foundation Inc

990PF • Fiscal year 2014 • EIN 23-7286585

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 12, 2015

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.

2014 filings • $10M-$25M nonprofits • Source year 2014

Liabilities / Revenue

19th percentile

0.00x

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

2014 filings • $10M-$25M nonprofits • Source year 2014

Net Margin

4th percentile

-81%

Higher net margin than 4% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Source year 2014

Top Officer Pay

22nd percentile

$46,323

Higher top officer pay than 22% of similar nonprofits.

Top officer pay equals 5.9% of source-year revenue.

2014 filings • $10M-$25M nonprofits • Source year 2014

Asset Growth

43rd percentile

1.4%

Faster asset growth than 43% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Annualized from 2013 to 2014

Revenue Growth

88th percentile

58%

Faster revenue growth than 88% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Annualized from 2013 to 2014

Assets

Up

$19,218,332

Up $263,748 (+1.4%) from 2013

Net Assets

Up

$19,214,479

Up $263,410 (+1.4%) from 2013

Liabilities

Up

$3,853

Up $338 (+9.6%) from 2013

Revenue

Up

$784,389

Up $288,100 (+58%) from 2013

Expenses

Up

$1,416,744

Up $362,329 (+34%) from 2013

Net Income

Down

-$632,355

Down $74,229 (-13%) from 2013

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

2014

Assets$19,218,332
Liabilities$3,853
Net Assets$19,214,479

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

2014

Revenue$784,389
Expenses$1,416,744
Net Income-$632,355
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 12, 2015
Return Version
2014v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MORGAN WARE-SOUMAHTrusteePT$46,323-$46,323
MARK EDWARDSSec/ TreasurerPT$43,000-$43,000
ELIZABETH EASONTrusteePT$32,000-$32,000
JAMES ODOMTrusteePT$12,000-$12,000
JOHN EDWARDSTrusteePT$6,000-$6,000
Filing and Contact Details

Filer

Filer Name
Ware Foundation Co Cherry Bekaert Llp
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
2015-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Cherry Bekaert Llp
Address
2525 PONCE DE LEON BLVD SUITE 1040, CORAL GABLES, FL 33134
Preparer
Vicki L Hinz CPA
Phone
7866936300
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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/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt020156
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt040311
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0576690
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt069662
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt069661
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0139323
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0967961
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0967961
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt03822
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0207580
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0207580
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-632355
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt03730667
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0119
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0119
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0576690
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0561915
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt014702
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt014701
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt029403
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt013770
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt013770
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt027540
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt014457
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt014453
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt028910
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt025236
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt025235
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt050471
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt049567
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt049567
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt099134
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt05680
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt05680
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt011360
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01190441
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0222474
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01416744
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0784389
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0784389
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0222480
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0222474
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0448783
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt09251
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt09251
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt018509
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt01825277
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1672892
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2308554
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3347254
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0467140
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1181408
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-45872
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-25986
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0467140
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1181408
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-45872
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-25986
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt02292417
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1854300
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2262682
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3321268
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0JP MORGAN LONG TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1JP MORGAN LONG TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2JP MORGAN SHORT TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3JP MORGAN SHORT TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0576690
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-632355
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0895765
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt019214479
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt018951069
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt019214479
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01050864
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01050864
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01050864
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01056483
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt05619
IRS990PF/DistributableAmountGrp/TotalTaxAmt05619
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt04261
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt09880
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt05619
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt04261
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt05619
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt05619
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt09880
IRS990PF/FMVAssetsEOYAmt020877599
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0550426
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0764033
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0764033
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt03403545
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt03453806
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt03816498
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt0109683
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt0112577
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt01753
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt02894
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt02892
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt010646
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt02950
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt02950
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt09882787
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt07372250
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt06945803
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt03515
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt03853
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt010480
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt04204
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt04204
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt018954584
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt019218332
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt020877599
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt03515
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt03853
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt018954584
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt019218332
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt018951069
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt019214479
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt018951069
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt019214479
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt05094947
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt07618195

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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
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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