Civic Intelligence

Ward Family Foundation

EIN 31-1039467 • Mason, OH

7490 Easy StreetMason, OH 45040
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$1M-$5M nonprofits • Source year 2024

Net Margin

85th percentile

45%

Higher net margin than 85% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

56th percentile

$30,000

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 9.4% of source-year revenue.

$1M-$5M nonprofits • Source year 2024

Asset Growth

67th percentile

8.5%

Faster asset growth than 67% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

83rd percentile

67%

Faster revenue growth than 83% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$1,804,993

Up $141,529 (+8.5%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$1,804,993

Up $141,529 (+8.5%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin85th percentile

Revenue

Up

$317,765

Up $127,860 (+67%) from 2023

Expenses

Up

$176,336

Up $31,743 (+22%) from 2023

Net Income

Up

$141,429

Up $96,117 (+212%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth67th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$2.0M$1.5M$1.0M$500K$0Assets 2012: $3,608Liabilities 2012: $0Net Assets 2012: $3,6082012Assets 2013: $0Liabilities 2013: $0Net Assets 2013: $02013Assets 2014: $0Liabilities 2014: $0Net Assets 2014: $02014Assets 2015: $1,773,665Liabilities 2015: $0Net Assets 2015: $1,773,6652015Assets 2017: $1,641,290Liabilities 2017: $0Net Assets 2017: $1,641,2902017Assets 2018: $1,677,217Liabilities 2018: $0Net Assets 2018: $1,677,2172018Assets 2019: $1,621,097Liabilities 2019: $0Net Assets 2019: $1,621,0972019Assets 2020: $1,518,275Liabilities 2020: $0Net Assets 2020: $1,518,2752020Assets 2021: $1,649,921Liabilities 2021: $0Net Assets 2021: $1,649,9212021Assets 2022: $1,618,152Liabilities 2022: $0Net Assets 2022: $1,618,1522022Assets 2023: $1,663,464Liabilities 2023: $0Net Assets 2023: $1,663,4642023Assets 2024: $1,804,993Liabilities 2024: $0Net Assets 2024: $1,804,9932024

Highlighted filing

2024

Assets$1,804,993
Liabilities$0
Net Assets$1,804,993
Open 2024 Filing

Operations Trend

Revenue Growth83rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2012: $8,6752012Expenses 2013: $9,2932013Revenue 2014: $0Expenses 2014: $0Net Income 2014: $02014Revenue 2015: $1,837,348Expenses 2015: $63,683Net Income 2015: $1,773,6652015Revenue 2017: $77,117Expenses 2017: $90,191Net Income 2017: -$13,0742017Revenue 2018: $144,145Expenses 2018: $105,248Net Income 2018: $38,8972018Revenue 2019: $64,632Expenses 2019: $107,648Net Income 2019: -$43,0162019Revenue 2020: $3,375Expenses 2020: $106,197Net Income 2020: -$102,8222020Revenue 2021: $238,489Expenses 2021: $106,843Net Income 2021: $131,6462021Revenue 2022: $88,542Expenses 2022: $119,393Net Income 2022: -$30,8512022Revenue 2023: $189,905Expenses 2023: $144,593Net Income 2023: $45,3122023Revenue 2024: $317,765Expenses 2024: $176,336Net Income 2024: $141,4292024

Highlighted filing

2024

Revenue$317,765
Expenses$176,336
Net Income$141,429
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,804,993
Liabilities
$0
Net assets
$1,804,993
Revenue
$317,765
Expenses
$176,336
Net income
$141,429
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$0.32$0.18$0.14
2023Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$0.19$0.14$0.05
2022Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.09$0.12$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.65$0.00$1.65$0.24$0.11$0.13
2020Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.00$0.11$0.10
2019Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.06$0.11$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.14$0.11$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.08$0.09$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.77$0.00$1.77$1.84$0.06$1.77
2014Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2013Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.01
2012Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 23, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BILL WARDPresident-$30,000-$30,000
SALLY WARDVice President-$30,000-$30,000
LUCY WARDVice President-$30,000-$30,000
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCHIRST COLLEGE NURSINGPROGRAM AND OPERATIONS-CINCINNATI, OH, US$40,000
Paid GrantPARKS CONSERVANCYPROGRAM AND OPERATIONS.-SAN FRANCISCO, CA, US$2,500
Paid GrantSAN FRANCISCO MUSEUM OF MODERN ARTPROGRAM AND OPERATIONS-SAN FRANCISCO, CA, US$2,500
Paid GrantDJERASSI RESIDENT ARTISTSPROGRAM AND OPERATIONS-WOODSIDE, CA, US$1,000
Paid GrantJACK LONDON PARKPROGRAMS AND OPERATIONS-GLEN ELLEN, CA, US$1,000
Paid GrantRONALD MCDONALD HOUSE CHARITIESPROGRAMS AND OPERATIONS-PALO ALTO, CA, US$1,000
Paid GrantSAN FRANCISCO FOUNDATIONPROGRAMS AND OPERATIONS-LOS ANGELES, CA, US$1,000
Paid GrantCATCHLIGHTPROGRAMS AND OPERATIONS-SAN FRANCISCO, CA, US$500
Paid GrantINSTITUATE OF CONTEMPOARY ART SFPROGRAM AND OPERATIONS-SAN FRANCISCO, CA, US$500
Paid GrantJWCPROGRAM AND OPERATIONS-WYOMING, OH, US$500
Paid GrantNPRPROGRAM AND OPERATIONS-WASHINGTON, DC, US$500
Paid GrantOUTWARD BOUNDPROGRAM AND OPERATIONS-SAN FRANCISCO, CA, US$500
Paid GrantTHE BORNE FOUNDATIONPROGRAMS AND OPERATIONS-LONDON, UK$500
Paid GrantWYOMING SCHOOL FOUNDATIONPROGRAMS AND OPERATIONS-CINCINNATI, OH, US$500
Filing and Contact Details

Filer

Filer Name
Ward Family Foundation
EIN
31-1039467
Phone
5133981379
Address
7490 EASY STREET, MASON, OH 45040

Signing Officer

Name
Bill Ward
Title
Director
Phone
5133981379
Signed
2025-05-23
Discuss with paid preparer
Yes

Preparer

Firm
Rudler Psc
Address
SUITE 200 809 WRIGHTS SUMMIT, PARKWAY, FORT WRIGHT, KY 41011
Preparer
Jeff Epplen
Phone
8593311717
Raw XML AppendixShowing 400 of 444 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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