Civic Intelligence

Ware Foundation Inc

990PF • Fiscal year 2017 • EIN 23-7286585

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 15, 2018

701 Brickell Avenue No 550Miami, FL 33131

(305) 669-2701

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

Higher debt load relative to assets than 13% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

14th percentile

0.00x

Higher debt load relative to revenue than 14% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Source year 2017

Net Margin

45th percentile

2.1%

Higher net margin than 45% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

20th percentile

$0

Higher top officer pay than 20% of similar nonprofits.

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

2017 filings • $10M-$25M nonprofits • Source year 2017

Asset Growth

63rd percentile

8.0%

Faster asset growth than 63% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

97th percentile

415%

Faster revenue growth than 97% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Annualized from 2016 to 2017

Assets

Up

$18,434,906

Up $1,372,739 (+8.0%) from 2016

Net Assets

Up

$18,432,708

Up $1,372,961 (+8.0%) from 2016

Liabilities

Down

$2,198

Down $222 (-9.2%) from 2016

Revenue

Up

$1,818,281

Up $1,464,977 (+415%) from 2016

Expenses

Up

$1,780,418

Up $133,076 (+8.1%) from 2016

Net Income

Up

$37,863

Up $1,331,901 (+103%) from 2016

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

2017

Assets$18,434,906
Liabilities$2,198
Net Assets$18,432,708

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

2017

Revenue$1,818,281
Expenses$1,780,418
Net Income$37,863
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 15, 2018
Return Version
2017v2.3
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MORGAN WARE-SOUMAHPresidentPT$0--
ELIZABETH EASONVice PresidentPT$0--
JOHN EDWARDSSecretary/TreasurerPT$0--
JAMES ODOMTrusteePT$0--
MARK EDWARDSTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Ware Foundation
EIN
23-7286585
Phone
3056692701
Address
701 BRICKELL AVENUE NO 550, MIAMI, FL 33131

Signing Officer

Name
Morgan Ware Soumah
Title
Manager
Phone
3056692701
Signed
2018-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Moore Stephens Lovelace Pa
Address
255 S ORANGE AVENUE SUITE 600, ORLANDO, FL 32801
Preparer
Vicki L Hinz
Phone
4077405400
Raw XML AppendixShowing 400 of 1,182 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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt35434
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/RelatedOrExemptFunctionIncmAmt0264680
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt01522477
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt031124
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt01818281
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01818281
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt06550
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt013100
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt01522477
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01447563
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01447563
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt0426
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0264680
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0264680
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt037863
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01522477
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt031124
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt031124
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt05331
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt05331
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt01522477
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01605641
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt07777
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt015553
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt060698
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt0121395
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0112434
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0137352
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt010500
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt021000
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt087
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0173
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01447563
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0212640
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01780418
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01818281
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01818281
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0212640
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0332855
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt09263
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt018525
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt052451
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1109967
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2327339
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt31032720
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt052451
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1109967
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2327339
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt31032720
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt052451
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1109967
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2327339
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt31032720
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0RAYMOND JAMES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1J.P. MORGAN-1004-CAP. GAIN DIST.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2J.P. MORGAN-1004
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3J.P. MORGAN-1004
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01522477
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt037863
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt01335098
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt018432708
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt017059747
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt018432708
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0833551
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0833551
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0833551
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0849607
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt016056
IRS990PF/DistributableAmountGrp/TotalTaxAmt016056
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt0356
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt03499
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt016056
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt016056
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt016056
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt012913
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt03499
IRS990PF/FMVAssetsEOYAmt018194652
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt01548155
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0664350
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0664350
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0573053
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt02076491
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt02065984
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt08833840
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt010918080
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt010681969
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt099930
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt0112577
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt01166
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt012647
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt012647
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt05618
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt024339
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt024339
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt06080431

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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
2017Detailed filing. Detailed filing data is available for this year.$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