Civic Intelligence

Fourth Ward Foundation Inc

990EZ • Fiscal year 2018 • EIN 26-1093240

Jan 01, 2018 to Dec 31, 2018 • Filed on May 14, 2019

PO Box 220072Charlotte, NC 28222

(704) 910-0528

Siviq Scores

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

Liabilities / Assets

84th percentile

0.03x

Higher debt load relative to assets than 84% of similar nonprofits.

2018 filings • NTEE B82 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

88th percentile

0.06x

Higher debt load relative to revenue than 88% of similar nonprofits.

2018 filings • NTEE B82 • <$500k nonprofits • Source year 2018

Net Margin

78th percentile

45%

Higher net margin than 78% of similar nonprofits.

2018 filings • NTEE B82 • <$500k nonprofits • Source year 2018

Top Officer Pay

93rd percentile

$0

Higher top officer pay than 93% of similar nonprofits.

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

2018 filings • NTEE B82 • <$500k nonprofits • Source year 2018

Asset Growth

78th percentile

23%

Faster asset growth than 78% of similar nonprofits.

2018 filings • NTEE B82 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

79th percentile

37%

Faster revenue growth than 79% of similar nonprofits.

2018 filings • NTEE B82 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$186,732

Up $35,439 (+23%) from 2017

Net Assets

Up

$181,732

Up $35,439 (+24%) from 2017

Liabilities

Flat

$5,000

Flat from 2017

Revenue

Up

$78,373

Up $21,248 (+37%) from 2017

Expenses

Down

$42,934

Down $902 (-2.1%) from 2017

Net Income

Up

$35,439

Up $22,150 (+167%) from 2017

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2010: $122,479Net Assets 2010: $122,4792010Assets 2011: $82,808Liabilities 2011: $0Net Assets 2011: $82,8082011Assets 2012: $51,790Net Assets 2012: $51,7902012Assets 2013: $67,611Liabilities 2013: $0Net Assets 2013: $67,6112013Assets 2014: $95,813Liabilities 2014: $0Net Assets 2014: $95,8132014Assets 2015: $111,040Liabilities 2015: $0Net Assets 2015: $111,0402015Assets 2016: $138,004Liabilities 2016: $5,000Net Assets 2016: $133,0042016Assets 2017: $151,293Liabilities 2017: $5,000Net Assets 2017: $146,2932017Assets 2018: $186,732Liabilities 2018: $5,000Net Assets 2018: $181,7322018Assets 2019: $186,619Liabilities 2019: $500Net Assets 2019: $186,1192019Assets 2020: $92,114Liabilities 2020: $2,000Net Assets 2020: $90,1142020Assets 2021: $83,502Liabilities 2021: $500Net Assets 2021: $83,0022021Assets 2022: $117,693Liabilities 2022: $2,683Net Assets 2022: $115,0102022Assets 2023: $135,841Liabilities 2023: $500Net Assets 2023: $135,3412023Assets 2024: $170,624Liabilities 2024: $0Net Assets 2024: $170,6242024Assets 2025: $162,379Liabilities 2025: $0Net Assets 2025: $162,3792025

Highlighted filing

2018

Assets$186,732
Liabilities$5,000
Net Assets$181,732

Operations Trend

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

$200K$100K$0-$100KRevenue 2010: $26,596Expenses 2010: $16,781Net Income 2010: $9,8152010Revenue 2011: -$900Expenses 2011: $38,771Net Income 2011: -$39,6712011Revenue 2012: $20,766Expenses 2012: $50,652Net Income 2012: -$29,8862012Revenue 2013: $43,336Expenses 2013: $27,515Net Income 2013: $15,8212013Revenue 2014: $61,652Expenses 2014: $33,450Net Income 2014: $28,2022014Revenue 2015: $57,564Expenses 2015: $42,337Net Income 2015: $15,2272015Revenue 2016: $69,596Expenses 2016: $47,632Net Income 2016: $21,9642016Revenue 2017: $57,125Expenses 2017: $43,836Net Income 2017: $13,2892017Revenue 2018: $78,373Expenses 2018: $42,934Net Income 2018: $35,4392018Revenue 2019: $69,476Expenses 2019: $65,089Net Income 2019: $4,3872019Revenue 2020: -$10,947Expenses 2020: $85,058Net Income 2020: -$96,0052020Revenue 2021: $23,782Expenses 2021: $30,894Net Income 2021: -$7,1122021Revenue 2022: $84,083Expenses 2022: $52,075Net Income 2022: $32,0082022Revenue 2023: $103,917Expenses 2023: $83,586Net Income 2023: $20,3312023Revenue 2024: $106,519Expenses 2024: $71,736Net Income 2024: $34,7832024Revenue 2025: $83,866Expenses 2025: $92,111Net Income 2025: -$8,2452025

Highlighted filing

2018

Revenue$78,373
Expenses$42,934
Net Income$35,439
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 14, 2019
Return Version
2018v3.1
Gross Receipts
$136,924
Mission and Program Overview

Mission

Preservation of 4th ward neighborhood

Program Services

DescriptionGrantsExpenses
4TH WARD ENGAGES IN SEVERAL PROGRAMS BENEFITING ALL THE RESIDENTS OF THE 4TH WARD THESE INCLUDE BEAUTIFICATION AND PRESERVATION SAFETY ENHANCEMENTS AND COMMUNITY OUTREACH-$29,311
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ZACH LYNNPresidentPT$0--
MILLER WINECOFFVice President-$0--
BRIAN ABERNETHYTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Holiday Home$79,242$79,242$34,407$44,835
Garden Tour$25,724$25,724$21,310$4,414
Total Events$104,966$104,966$55,717$49,249
Filing and Contact Details

Filer

Filer Name
Fourth Ward Foundation Inc
EIN
26-1093240
Address
PO BOX 220072, Charlotte, NC 28222

Signing Officer

Name
Zach Lynn
Title
President
Signed
2019-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Aurora Accounting Solutions Inc
Address
1800 Camden Road Suite 107-268, Charlotte, NC 28203
Preparer
Mary F Roberts EA
Phone
7043777631
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

Description AmountADMINISTRATION 1,458INSURANCE 10,390

Description of total liabilities Part II line 26

Category Beginning of Year End of YearRESTRICTED ASSETS 5,000 5,000RESTRICTED FUNDS

Raw XML Appendix169 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BenefitsPaidToOrForMembersAmt029311
IRS990EZ/BooksInCareOfDetail/PersonNm0ZACH LYNN
IRS990EZ/BooksInCareOfDetail/PhoneNum07049100528
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 220072
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Charlotte
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028222
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0151293
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0186732
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt010524
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt035439
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01775
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0151293
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0186732
IRS990EZ/FundraisingGrossIncomeAmt0126348
IRS990EZ/GrossReceiptsAmt0136924
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt052
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0146293
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0181732
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0146293
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0181732
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ZACH LYNN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MILLER WINECOFF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BRIAN ABERNETHY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt011848
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PRESERVATION OF 4TH WARD NEIGHBORHOOD
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt04TH WARD ENGAGES IN SEVERAL PROGRAMS BENEFITING ALL THE RESIDENTS OF THE 4TH WARD THESE INCLUDE BEAUTIFICATION AND PRESERVATION SAFETY ENHANCEMENTS AND COMMUNITY OUTREACH
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt029311
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt058551
IRS990EZ/SpecialEventsNetIncomeLossAmt067797
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt05000
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt05000
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt042934
IRS990EZ/TotalProgramServiceExpensesAmt029311
IRS990EZ/TotalRevenueAmt078373
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0136872
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0113638
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0129410
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt086319
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt096729
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0562968
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt052
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt046
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt034
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt030
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt025
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0187
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt052
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt046
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt034
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt030
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt025
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0187
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99970
IRS990ScheduleA/PublicSupportPY509Pct00.99970
IRS990ScheduleA/PublicSupportTotal509Amt0562968
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0136872
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0113638
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0129410
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt086319
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt096729
IRS990ScheduleA/Total509Grp/TotalAmt0562968
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0136924
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0113684
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0129444
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt086349
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt096754
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0563155
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt055717
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0HOLIDAY HOME
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0GARDEN TOUR
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt079242
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt025724
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0104966
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt079242
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt025724
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0104966
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt049249
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt055717
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt034407
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt021310
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountADMINISTRATION 1,458INSURANCE 10,390
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Category Beginning of Year End of YearRESTRICTED ASSETS 5,000 5,000RESTRICTED FUNDS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of total liabilities Part II line 26
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ZACH LYNN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FOURTH WARD FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0FOUR
ReturnHeader/Filer/EIN0261093240
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 220072
ReturnHeader/Filer/USAddress/CityNm0Charlotte
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028222
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId07B2727E0D84B95DCDC9916FB9A725EB8517CD34E
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId07B2727E0D84B95DCDC9916FB9A725EB8517CD34E
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId084449120191340fyf25b
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-05-14
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt069.132.34.196
ReturnHeader/FilingSecurityInformation/IPDt02019-05-14
ReturnHeader/FilingSecurityInformation/IPTm013:28:48
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0260858122
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Aurora Accounting Solutions Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01800 Camden Road Suite 107-268
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Charlotte
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028203
ReturnHeader/PreparerPersonGrp/PhoneNum07043777631
ReturnHeader/PreparerPersonGrp/PreparationDt02019-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mary F Roberts EA
ReturnHeader/ReturnTs02019-05-14T13:27:56-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.84$0.92$0.08
2024Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$1.07$0.72$0.35
2023Detailed filing. Detailed filing data is available for this year.$1.36$0.01$1.35$1.04$0.84$0.20
2022Detailed filing. Detailed filing data is available for this year.$1.18$0.03$1.15$0.84$0.52$0.32
2021Detailed filing. Detailed filing data is available for this year.$0.84$0.01$0.83$0.24$0.31$0.07
2020Detailed filing. Detailed filing data is available for this year.$0.92$0.02$0.90$0.11$0.85$0.96
2019Detailed filing. Detailed filing data is available for this year.$1.87$0.01$1.86$0.69$0.65$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.87$0.05$1.82$0.78$0.43$0.35
2017Detailed filing. Detailed filing data is available for this year.$1.51$0.05$1.46$0.57$0.44$0.13
2016Detailed filing. Detailed filing data is available for this year.$1.38$0.05$1.33$0.70$0.48$0.22
2015Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.58$0.42$0.15
2014Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.62$0.33$0.28
2013Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$0.43$0.28$0.16
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.52$0.52$0.21$0.51$0.30
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.83$0.00$0.83$0.01$0.39$0.40
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.22$1.22$0.27$0.17$0.10