Civic Intelligence

Ware Foundation Inc

990PF • Fiscal year 2018 • EIN 23-7286585

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 15, 2019

500 E Broward Boulevard No 1550Fort Lauderdale, FL 33394

(305) 669-2701

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.06x

Higher debt load relative to assets than 33% of similar nonprofits.

2018 filings • $25M-$50M nonprofits • Source year 2018

Liabilities / Revenue

82nd percentile

1.45x

Higher debt load relative to revenue than 82% of similar nonprofits.

2018 filings • $25M-$50M nonprofits • Source year 2018

Net Margin

6th percentile

-50%

Higher net margin than 6% of similar nonprofits.

2018 filings • $25M-$50M nonprofits • Source year 2018

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2018

Asset Growth

97th percentile

83%

Faster asset growth than 97% of similar nonprofits.

2018 filings • $25M-$50M nonprofits • Annualized from 2017 to 2018

Revenue Growth

11th percentile

-22%

Faster revenue growth than 11% of similar nonprofits.

2018 filings • $25M-$50M nonprofits • Annualized from 2017 to 2018

Assets

Up

$33,785,241

Up $15,350,335 (+83%) from 2017

Net Assets

Up

$31,725,414

Up $13,292,706 (+72%) from 2017

Liabilities

Up

$2,059,827

Up $2,057,629 (+93614%) from 2017

Revenue

Down

$1,423,174

Down $395,107 (-22%) from 2017

Expenses

Up

$2,129,760

Up $349,342 (+20%) from 2017

Net Income

Down

-$706,586

Down $744,449 (-1966%) from 2017

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

2018

Assets$33,785,241
Liabilities$2,059,827
Net Assets$31,725,414

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

2018

Revenue$1,423,174
Expenses$2,129,760
Net Income-$706,586
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 15, 2019
Return Version
2018v3.1
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
500 E BROWARD BOULEVARD NO 1550, FORT LAUDERDALE, FL 33394

Signing Officer

Name
Morgan Ware Soumah
Title
President
Phone
3056692701
Signed
2019-11-15
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 CPA
Phone
4077405400
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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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
IRS990PF/AddressChangeInd0X
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/RelatedOrExemptFunctionIncmAmt0251280
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt01116938
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt054956
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt01423174
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01423174
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt013580
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt027161
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt01116938
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt0270739
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0541479
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01266805
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01266805
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt0375
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0251280
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0251280
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-706586
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01120328
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt054956
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt054956
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt04653
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt09306
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt01116938
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0934748
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt013531
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt025063
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt02629
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt07809
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0135828
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0156828
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt036329
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt072659
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt056
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0112
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01266805
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0488426
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt02129760
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01423174
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01423174
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0488426
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0862955
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt011081
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt022163
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt03390
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-3390
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt132648
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt236747
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt31050933
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-3390
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt132648
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt236747
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt31050933
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt032648
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt136747
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt21050933
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0J.P. MORGAN - 1004
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1J.P. MORGAN - 1004 - CAPITAL GAIN DISTRIBUTIONS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2RAYMOND JAMES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3J.P. MORGAN - 1004
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01116938
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-706586
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt013999292
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt031725414
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt018432708
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt031725414
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0203494
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0203494
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0203494
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0212841
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt09347
IRS990PF/DistributableAmountGrp/TotalTaxAmt09347
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt06577
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt0156
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt016080
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt09347
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt06577
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt09347
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt09347
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt016080
IRS990PF/FMVAssetsEOYAmt0489884
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0664350
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0477612
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0477612
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt02076491
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt05344399
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt010918080
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt020404664
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt0111324
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt0112577
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt012647
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt01253
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt012272
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X

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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
2018Detailed filing. Detailed filing data is available for this year.$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