Civic Intelligence

Warren-Neely Foundation Inc.

990PF • Fiscal year 2019 • EIN 33-0653839

Jan 01, 2019 to Dec 31, 2019 • Filed on Jun 15, 2020

Organization Profile
3919 Portola PlaceSan Diego, CA 92103

(619) 298-7043

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

38th percentile

0.00x

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Net Margin

8th percentile

-66%

Higher net margin than 8% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Asset Growth

29th percentile

-2.8%

Faster asset growth than 29% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

87th percentile

54%

Faster revenue growth than 87% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets38th percentile

Assets

Down

$685,754

Down $19,731 (-2.8%) from 2018

Net Assets

Down

$685,754

Down $19,731 (-2.8%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin8th percentile

Revenue

Up

$30,012

Up $10,585 (+54%) from 2018

Expenses

Down

$49,743

Down $3,434 (-6.5%) from 2018

Net Income

Up

-$19,731

Up $14,019 (+42%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

$1.5M$1.0M$500K$0Assets 2014: $834,129Liabilities 2014: $4,249Net Assets 2014: $829,8802014Assets 2015: $797,445Liabilities 2015: $4,249Net Assets 2015: $793,1962015Assets 2016: $777,116Liabilities 2016: $4,249Net Assets 2016: $772,8672016Assets 2017: $739,235Liabilities 2017: $0Net Assets 2017: $739,2352017Assets 2018: $705,485Liabilities 2018: $0Net Assets 2018: $705,4852018Assets 2019: $685,754Liabilities 2019: $0Net Assets 2019: $685,7542019Assets 2020: $670,055Liabilities 2020: $0Net Assets 2020: $670,0552020Assets 2021: $683,741Liabilities 2021: $0Net Assets 2021: $683,7412021Assets 2022: $688,369Liabilities 2022: $0Net Assets 2022: $688,3692022Assets 2023: $1,041,667Liabilities 2023: $0Net Assets 2023: $1,041,6672023Assets 2024: $1,191,224Liabilities 2024: $0Net Assets 2024: $1,191,2242024

Highlighted filing

2019

Assets$685,754
Liabilities$0
Net Assets$685,754
Open 2019 Filing

Operations Trend

Revenue Growth87th percentile

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

$100K$50K$0-$50KRevenue 2014: $25,941Expenses 2014: $54,288Net Income 2014: -$28,3472014Revenue 2015: $22,351Expenses 2015: $59,035Net Income 2015: -$36,6842015Revenue 2016: $20,605Expenses 2016: $40,934Net Income 2016: -$20,3292016Revenue 2017: $26,511Expenses 2017: $60,143Net Income 2017: -$33,6322017Revenue 2018: $19,427Expenses 2018: $53,177Net Income 2018: -$33,7502018Revenue 2019: $30,012Expenses 2019: $49,743Net Income 2019: -$19,7312019Revenue 2020: $39,508Expenses 2020: $55,207Net Income 2020: -$15,6992020Revenue 2021: $77,773Expenses 2021: $64,087Net Income 2021: $13,6862021Revenue 2022: $78,329Expenses 2022: $73,701Net Income 2022: $4,6282022Revenue 2023: $31,269Expenses 2023: $61,455Net Income 2023: -$30,1862023Revenue 2024: $83,853Expenses 2024: $66,644Net Income 2024: $17,2092024

Highlighted filing

2019

Revenue$30,012
Expenses$49,743
Net Income-$19,731
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jun 15, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JULIE WARRENPresident-$0--
KENNETH WARRENVice President-$0--
Filing and Contact Details

Filer

Filer Name
Warren-neely Foundation Inc
EIN
33-0653839
Phone
6192987043
Address
3919 PORTOLA PLACE, SAN DIEGO, CA 92103

Signing Officer

Name
Kenneth Warren
Title
President
Signed
2020-06-15
Discuss with paid preparer
Yes

Preparer

Firm
Murrill & Gerbino LLP
Address
9191 Towne Centre Drive Ste 355, San Diego, CA 92122-1236
Preparer
R Lawrence Murrill CPA
Phone
8584555400
Raw XML Appendix339 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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JULIE WARREN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1KENNETH WARREN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Vice President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt03919 PORTOLA PLACE
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0APPLICATIONS ONLY ACCEPTED FROM NON-PROFIT CHARITABLE ORGANIZATIONS. APPLICATIONS MUST INCLUDE, BUT ARE NOT LIMITED TO, DETAILED DESCRIPTION OF ORGANIZATION'S QUALIFICATION AS A NON-PROFIT CHARITY, HISTORY OF CHARITABLE ACTIVITIES, AMOUNT OF REQUEST, AND HOW SAID FUNDS SHALL BE USED.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0[email protected]
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0DISCRETION OF WARREN-NEELY BOARD OF DIRECTORS.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3YOUTH OPPORTUNITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4YOUTH EDUCATION
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt74125 ALPHA STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt8PO BOX 25
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt042358
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt040934
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt054288
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0220704
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt039259
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt042358
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt055143
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt040934
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IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt039259
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt039259
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IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0235733
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
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LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0245
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0245
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt024824
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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt08811
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt124824
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt010
TaxesSchedule/TaxesDetail/Amt010
TaxesSchedule/TaxesDetail/Amt11673
TaxesSchedule/TaxesDetail/CategoryTxt0FEES AND LICENSES
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt010
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01673
ReturnHeader/BuildTS02020-11-19 02:30:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KENNETH WARREN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-06-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WARREN-NEELY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0WARR
ReturnHeader/Filer/EIN0330653839
ReturnHeader/Filer/PhoneNum06192987043
ReturnHeader/Filer/USAddress/AddressLine1Txt03919 PORTOLA PLACE
ReturnHeader/Filer/USAddress/CityNm0SAN DIEGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092103
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0462037525
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Murrill & Gerbino LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09191 Towne Centre Drive Ste 355
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Diego
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0921221236
ReturnHeader/PreparerPersonGrp/PhoneNum08584555400
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0R LAWRENCE MURRILL CPA
ReturnHeader/ReturnTs02020-06-15T14:32:13-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$685,754
Liabilities
$0
Net assets
$685,754
Revenue
$30,012
Expenses
$49,743
Net income
-$19,731
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.08$0.07$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.03$0.06$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.69$0.00$0.69$0.08$0.07$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$0.08$0.06$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$0.04$0.06$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.69$0.00$0.69$0.03$0.05$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.71$0.00$0.71$0.02$0.05$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$0.03$0.06$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.77$0.02$0.04$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.79$0.02$0.06$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.03$0.05$0.03