Civic Intelligence

The World War II Foundation

990 • Fiscal year 2015 • EIN 27-4793304

Jan 01, 2015 to Dec 31, 2015 • Filed on Feb 22, 2016

333 White Horn DriveKingston, RI 02881

(401) 862-3422

Siviq Scores

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

Liabilities / Assets

42nd percentile

0.02x

Higher debt load relative to assets than 42% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

31st percentile

0.01x

Higher debt load relative to revenue than 31% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Net Margin

14th percentile

-20%

Higher net margin than 14% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

65th percentile

$48,000

Higher top officer pay than 65% of similar nonprofits.

Top officer pay equals 9.8% of source-year revenue.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Asset Growth

4th percentile

-42%

Faster asset growth than 4% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

18th percentile

-18%

Faster revenue growth than 18% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Assets

Down

$133,560

Down $95,860 (-42%) from 2014

Net Assets

Down

$130,932

Down $97,187 (-43%) from 2014

Liabilities

Up

$2,628

Up $1,327 (+102%) from 2014

Revenue

Down

$490,381

Down $105,953 (-18%) from 2014

Expenses

Up

$587,568

Up $178,869 (+44%) from 2014

Net Income

Down

-$97,187

Down $284,822 (-152%) from 2014

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2014: $229,420Liabilities 2014: $1,301Net Assets 2014: $228,1192014Assets 2015: $133,560Liabilities 2015: $2,628Net Assets 2015: $130,9322015Assets 2016: $155,354Liabilities 2016: $32,019Net Assets 2016: $123,3352016Assets 2017: $140,085Liabilities 2017: $13,103Net Assets 2017: $126,9822017Assets 2018: $440,996Liabilities 2018: $8,000Net Assets 2018: $432,9962018Assets 2019: $657,900Liabilities 2019: $52,642Net Assets 2019: $605,2582019Assets 2020: $730,913Liabilities 2020: $7,882Net Assets 2020: $723,0312020Assets 2021: $1,190,017Liabilities 2021: $5,280Net Assets 2021: $1,184,7372021Assets 2024: $4,415,881Liabilities 2024: $2,435Net Assets 2024: $4,413,4462024

Highlighted filing

2015

Assets$133,560
Liabilities$2,628
Net Assets$130,932

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2014: $596,334Expenses 2014: $408,699Net Income 2014: $187,6352014Revenue 2015: $490,381Expenses 2015: $587,568Net Income 2015: -$97,1872015Revenue 2016: $408,146Expenses 2016: $415,740Net Income 2016: -$7,5942016Revenue 2017: $491,345Expenses 2017: $487,698Net Income 2017: $3,6472017Revenue 2018: $895,146Expenses 2018: $589,132Net Income 2018: $306,0142018Revenue 2019: $1,309,685Expenses 2019: $1,137,425Net Income 2019: $172,2602019Revenue 2020: $1,074,799Expenses 2020: $957,026Net Income 2020: $117,7732020Revenue 2021: $1,451,045Expenses 2021: $989,339Net Income 2021: $461,7062021Revenue 2024: $1,414,277Expenses 2024: $1,454,071Net Income 2024: -$39,7942024

Highlighted filing

2015

Revenue$490,381
Expenses$587,568
Net Income-$97,187
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Feb 22, 2016
Return Version
2015v2.1
Gross Receipts
$539,992
Mission and Program Overview

Mission

To produce educational films and create

To produce educational films and create initiatives recognizing the bravery and enormous contributions made by the men and women of the united states military during world war ii so that future generations of americans appreciate the determination and sacrifices that enables perpetuation of our basic freedoms.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities-$113,705-
Cash and Non-Interest-Bearing Accounts$229,420$18,485▼ $210,935
Accounts Receivable-$1,221-
Savings and Temporary Cash Investments-$149-
Total Assets$229,420$133,560▼ $95,860
Liabilities
Accounts Payable and Accrued Expenses$1,301$2,628▲ $1,327
Total Liabilities$1,301$2,628▲ $1,327
Net Assets / Fund Balance
Unrestricted Net Assets$228,119$130,932▼ $97,187
Total Net Assets Fund Balance$228,119$130,932▼ $97,187
Total Liabilities and Net Assets / Fund Balance$229,420$133,560▼ $95,860

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$42,101--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Tim Gray Media----$182,867
Tim GrayPresident/chairPT$48,000-$48,000
Tim Gray--$48,000$182,867$48,000

Board Members and Trustees

NameTitle
Tom CurryVice President
Brian YouseDirector
David F AlfonsoDirector
Giovanni FeroceDirector
Greg ChristieDirector
JON D'ALLESSANDRODirector
Joseph WhiteDirector
Kim CaravelloDirector
Malcolm McguireDirector
Paul CliffordDirector
Scott ArmaniniDirector
George Luz JrTreasurer & Secrectary

Highest Paid Contractors

ContractorServicesLocationCompensation
Tim Gray Media INCMedia Production Services333 WHITE HORN DR, Kingston, RI 02881$182,867
Revenue and Support

Revenue Composition

Contributions and Grants
$445,440
Program Service Revenue
$0
Investment Income
$820
Other Revenue
$44,121
All Other Contributions
$445,440
Change in Net Assets
$-97,187
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$535,262
Salaries, Compensation, and Employee Benefits$52,306
Total Fundraising Expense$17,025
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$365,531$0$0$365,531
Travel$67,344$8,418$8,418$84,180
Current Officers, Directors, Trustees, and Key Employees$38,400$4,800$4,800$48,000
Occupancy$7,837$979$979$9,795
All Other Expenses$6,321$789$789$7,899
Advertising$4,435$554$554$5,543
Other Expenses$3,460$433$433$4,326
Payroll Taxes$3,444$431$431$4,306
Fees for Services Accounting$0$1,796$0$1,796
Insurance$0$719$0$719
Office Expenses$188$23$24$235
Interest$0$203$0$203
Total Functional Expenses$550,801$19,742$17,025$587,568
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$51,714
Fundraising Direct Expenses$7,593
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Band of Brothers Actors Reunion$51,714$51,714$7,593$44,121
Total Events$51,714$51,714$7,593$44,121
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-President/directorProvided Film Production ServicesNo$182,867
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
The World War Ii Foundation
EIN
27-4793304
Phone
4018623422
Address
333 WHITE HORN DRIVE, KINGSTON, RI 02881

Signing Officer

Name
Tim Gray
Title
President/chairman
Phone
4018623422
Signed
2016-02-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tim Gray
Formed
2011
Legal Domicile
Ri
Voting Board Members
13
Independent Board Members
12
Employees
1
Volunteers
10

Preparer

Firm
Kenneth L Richardson Jr CPA Inc
Address
535 ATWOOD AVE SUITE 1, CRANSTON, RI 02920
Preparer
Kenneth L Richardson Jr
Phone
4019410900
Supplemental Narrative

Additional Explanations

Pt VI, Line 12C

Board members sign disclosure document annually

Pt VI, Line 15A

Compensation is based upon similar positions of similar size organizations

Pt VI, Line 15B

Compensation is based upon similar positions of similar size organizations

Pt VI, Line 11B

The board reviews the unaudited financial statements upon which the 990 is based

Pt VI, Line 11B

And authorizes the board chair to review and sign the 990 prior to filing

Pt VI, Line 5

Board gave approval of and is aware of diversion of organizational assets into investment account

Form 990, Part IX, Line 24F

Payroll processing fees 659. 527. 66. 66. Bank fees 2218. 1774. 222. 222. Auto expense 164. 132. 16. 16. Supplies 3724. 2980. 372. 372. Books, subscriptions, reference 1134. 908. 113. 113.

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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1283
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2314
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3433
IRS990/OtherExpensesGrp/ProgramServicesAmt049069
IRS990/OtherExpensesGrp/ProgramServicesAmt12261
IRS990/OtherExpensesGrp/ProgramServicesAmt22511
IRS990/OtherExpensesGrp/ProgramServicesAmt33460
IRS990/OtherExpensesGrp/TotalAmt049069
IRS990/OtherExpensesGrp/TotalAmt12827
IRS990/OtherExpensesGrp/TotalAmt23139
IRS990/OtherExpensesGrp/TotalAmt34326
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt0431
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0431
IRS990/PayrollTaxesGrp/ProgramServicesAmt03444
IRS990/PayrollTaxesGrp/TotalAmt04306
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0TIM GRAY
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0558603
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt018
IRS990/PYOtherExpensesAmt0356335
IRS990/PYOtherRevenueAmt037713
IRS990/PYRevenuesLessExpensesAmt0187635
IRS990/PYSalariesCompEmpBnftPaidAmt052364
IRS990/PYTotalExpensesAmt0408699
IRS990/PYTotalRevenueAmt0596334
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-97187
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0497154
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0149
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0445440
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0558603
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0359848
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0491681
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0401798
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02257370
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportTotal170Amt02257370
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0445440
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0558603
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0359848
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0491681
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0401798
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02257370
IRS990ScheduleA/TotalSupportAmt02257370
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt071604
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt142101
IRS990ScheduleD/OtherSecuritiesGrp/Desc05,373 SHS ALCOA INC
IRS990ScheduleD/OtherSecuritiesGrp/Desc1612 SHS CHENIERE ENERGY INC
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1C
IRS990ScheduleD/TotalBookValueSecuritiesAmt0113705
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt07593
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Band of Brothers Actors Reunion
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt051714
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt051714
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt051714
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt051714
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt044121
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt07593
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt07593
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt048000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt0182867
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0TIM GRAY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1TIM GRAY MEDIA
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt048000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt1182867
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SubstantiationRequiredInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt0TIM GRAY MEDIA
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0PRESIDENT/DIRECTOR
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt0182867
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0PROVIDED FILM PRODUCTION SERVICES
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BOARD MEMBERS SIGN DISCLOSURE DOCUMENT ANNUALLY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1COMPENSATION IS BASED UPON SIMILAR POSITIONS OF SIMILAR SIZE ORGANIZATIONS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COMPENSATION IS BASED UPON SIMILAR POSITIONS OF SIMILAR SIZE ORGANIZATIONS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD REVIEWS THE UNAUDITED FINANCIAL STATEMENTS UPON WHICH THE 990 IS BASED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4AND AUTHORIZES THE BOARD CHAIR TO REVIEW AND SIGN THE 990 PRIOR TO FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5BOARD GAVE APPROVAL OF AND IS AWARE OF DIVERSION OF ORGANIZATIONAL ASSETS INTO INVESTMENT ACCOUNT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PAYROLL PROCESSING FEES 659. 527. 66. 66. BANK FEES 2218. 1774. 222. 222. AUTO EXPENSE 164. 132. 16. 16. SUPPLIES 3724. 2980. 372. 372. BOOKS, SUBSCRIPTIONS, REFERENCE 1134. 908. 113. 113.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Pt VI, Line 5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part IX, Line 24f
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0229420
IRS990/TotalAssetsEOYAmt0133560
IRS990/TotalAssetsGrp/BOYAmt0229420
IRS990/TotalAssetsGrp/EOYAmt0133560
IRS990/TotalCompGreaterThan150KInd0true
IRS990/TotalContributionsAmt0445440
IRS990/TotalEmployeeCnt01

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