Civic Intelligence

Richard T and Judith B Watson Foundation

990PF • Fiscal year 2017 • EIN 34-1488717

Jan 01, 2017 to Dec 31, 2017 • Filed on May 10, 2018

Organization Profile
25201 Chagrin Blvd Room 370Beachwood, OH 44122

(216) 896-1111

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

86th percentile

34%

Higher net margin than 86% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

59th percentile

5.4%

Faster asset growth than 59% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

29th percentile

-13%

Faster revenue growth than 29% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$471,066

Up $24,107 (+5.4%) from 2016

Net Assets

Up

$471,066

Up $24,107 (+5.4%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin86th percentile

Revenue

Down

$67,928

Down $10,286 (-13%) from 2016

Expenses

Down

$44,821

Down $848 (-1.9%) from 2016

Net Income

Down

$23,107

Down $9,438 (-29%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

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

$600K$400K$200K$0Assets 2015: $414,414Liabilities 2015: $0Net Assets 2015: $414,4142015Assets 2016: $446,959Liabilities 2016: $0Net Assets 2016: $446,9592016Assets 2017: $471,066Liabilities 2017: $0Net Assets 2017: $471,0662017Assets 2018: $480,259Liabilities 2018: $0Net Assets 2018: $480,2592018Assets 2019: $436,115Liabilities 2019: $0Net Assets 2019: $436,1152019Assets 2020: $409,097Liabilities 2020: $0Net Assets 2020: $409,0972020Assets 2021: $438,633Liabilities 2021: $0Net Assets 2021: $438,6332021Assets 2022: $431,540Liabilities 2022: $0Net Assets 2022: $431,5402022Assets 2023: $440,682Liabilities 2023: $0Net Assets 2023: $440,6822023Assets 2024: $469,386Liabilities 2024: $0Net Assets 2024: $469,3862024

Highlighted filing

2017

Assets$471,066
Liabilities$0
Net Assets$471,066
Open 2017 Filing

Operations Trend

Revenue Growth29th percentile

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

$150K$100K$50K$0-$50KRevenue 2015: $142,997Expenses 2015: $77,246Net Income 2015: $65,7512015Revenue 2016: $78,214Expenses 2016: $45,669Net Income 2016: $32,5452016Revenue 2017: $67,928Expenses 2017: $44,821Net Income 2017: $23,1072017Revenue 2018: $33,639Expenses 2018: $26,446Net Income 2018: $7,1932018Revenue 2019: -$7,051Expenses 2019: $36,909Net Income 2019: -$43,9602019Revenue 2020: $9,660Expenses 2020: $36,678Net Income 2020: -$27,0182020Revenue 2021: $46,484Expenses 2021: $16,948Net Income 2021: $29,5362021Revenue 2022: $11,285Expenses 2022: $18,378Net Income 2022: -$7,0932022Revenue 2023: $26,472Expenses 2023: $17,330Net Income 2023: $9,1422023Revenue 2024: $36,952Expenses 2024: $8,248Net Income 2024: $28,7042024

Highlighted filing

2017

Revenue$67,928
Expenses$44,821
Net Income$23,107
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 10, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Judith B WatsonTrustee-$0--
David D WatsonTrustee-$0--
Andrew C WatsonTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Richard T & Judith B Watson Foundation
EIN
34-1488717
Phone
2168961111
Address
25201 Chagrin Blvd Room 370, Beachwood, OH 44122

Signing Officer

Name
David Watson
Title
Trustee
Signed
2018-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Select Fiduciary LLC
Address
PO Box 420, Rootstown, OH 44272
Preparer
Robin L Riemenschneider
Phone
3307770600
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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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Judith B Watson
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Andrew C Watson
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Beachwood
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0OH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd044122
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0OH
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum02168961111
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0None
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0None
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0None
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0Judith B Watson
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt110000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt220000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt32000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0General Support Grant
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Hollingsworth Scholarship Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2General Support Grant
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3General Support Grant
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Aftrican Leadership Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Episcopal Diocese of Ohio
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2St Pauls Episcopal Church
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3Boy Scouts of America - Lake Erie Council
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO Box 7408
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12230 Euclid Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt22747 Fairmount Blvd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt32241 Woodland Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Cleveland
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Cleveland Heights
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Cleveland
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010150
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd144115
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd244106
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd344115
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NA
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt037000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt023074
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt023074
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt022890
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt053541
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt032713
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt071396
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt026792
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt026792
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0198673
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt018133
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt022890
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt053541
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt032713
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt071396
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt041207
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt018133
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0225465
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0207332
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Charlotte K Briggs 1999 Charitable
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt025201 Chagrin Blvd Suite 370
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Beachwood
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0OH
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd044122
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt036137
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Legal fees
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt03798
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt03798
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Ohio Filing fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Bank fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0100
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt024
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt124
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01000
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Charitabel grant not cashed from prior year
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03240
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment Management fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt03240
TaxesSchedule/TaxesDetail/Amt041
TaxesSchedule/TaxesDetail/CategoryTxt0Estimated Excise Tax
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0David Watson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Richard T & Judith B Watson Foundation
ReturnHeader/Filer/BusinessNameControlTxt0RICH
ReturnHeader/Filer/EIN0341488717
ReturnHeader/Filer/PhoneNum02168961111
ReturnHeader/Filer/USAddress/AddressLine1Txt025201 Chagrin Blvd Room 370
ReturnHeader/Filer/USAddress/CityNm0Beachwood
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd044122
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0BEF830C82780BA8E8A50FD7C06DB0A1E42433410
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0BEF830C82780BA8E8A50FD7C06DB0A1E42433410
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt070.62.23.86
ReturnHeader/FilingSecurityInformation/IPDt02018-05-11
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm014:27:15
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Select Fiduciary LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 420
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Rootstown
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd044272
ReturnHeader/PreparerPersonGrp/PhoneNum03307770600
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Robin L Riemenschneider
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-05-11T10:33:53-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$471,066
Liabilities
$0
Net assets
$471,066
Revenue
$67,928
Expenses
$44,821
Net income
$23,107
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.69$0.00$4.69$0.37$0.08$0.29
2023Detailed filing. Detailed filing data is available for this year.$4.41$0.00$4.41$0.26$0.17$0.09
2022Detailed filing. Detailed filing data is available for this year.$4.32$0.00$4.32$0.11$0.18$0.07
2021Detailed filing. Detailed filing data is available for this year.$4.39$0.00$4.39$0.46$0.17$0.30
2020Detailed filing. Detailed filing data is available for this year.$4.09$0.00$4.09$0.10$0.37$0.27
2019Detailed filing. Detailed filing data is available for this year.$4.36$0.00$4.36$0.07$0.37$0.44
2018Detailed filing. Detailed filing data is available for this year.$4.80$0.00$4.80$0.34$0.26$0.07
2017Detailed filing. Detailed filing data is available for this year.$4.71$0.00$4.71$0.68$0.45$0.23
2016Detailed filing. Detailed filing data is available for this year.$4.47$0.00$4.47$0.78$0.46$0.33
2015Detailed filing. Detailed filing data is available for this year.$4.14$0.00$4.14$1.43$0.77$0.66