Civic Intelligence

Richard T and Judith B Watson Foundation

990PF • Fiscal year 2019 • EIN 34-1488717

Jan 01, 2019 to Dec 31, 2019 • Filed on Jun 29, 2020

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.

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2019

Net Margin

100th percentile

623%

Higher net margin than 100% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

28th percentile

-9.2%

Faster asset growth than 28% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$436,115

Down $44,144 (-9.2%) from 2018

Net Assets

Down

$436,115

Down $44,144 (-9.2%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$7,051

Down $40,690 (-121%) from 2018

Expenses

Up

$36,909

Up $10,463 (+40%) from 2018

Net Income

Down

-$43,960

Down $51,153 (-711%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth28th 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

2019

Assets$436,115
Liabilities$0
Net Assets$436,115
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2019

Revenue-$7,051
Expenses$36,909
Net Income-$43,960
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jun 29, 2020
Return Version
2019v5.1
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 D Watson
Title
Trustee
Signed
2020-06-29
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
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1David D Watson
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0None
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IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0None
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0Judith B Watson
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt025000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0General Support Grant
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1General Support Grant
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Lutheran Metropolitan Ministry
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1St Paul's Espicopal Church
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt04515 Superior Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12747 Fairmount Boulevard
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Cleveland
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Cleveland Heights
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd044103
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd144106
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NA
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt030000
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/AppliedToCurrentYearAmt022116
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt022116
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt018133
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt022890
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt053541
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt032713
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt032713
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0104934
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt010370
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt018133
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt022890
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt053541
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt032486
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt010370
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0137647
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0127277
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Legal fees
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt02013
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt02013
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0184
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Return of Capital
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Ohio Filing fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0100
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03462
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment Management fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt03462
TaxesSchedule/TaxesDetail/Amt08
TaxesSchedule/TaxesDetail/Amt1580
TaxesSchedule/TaxesDetail/CategoryTxt0Excise Tax
TaxesSchedule/TaxesDetail/CategoryTxt1Estimated Excise Tax
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0David D Watson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-06-29
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/AtSubmissionCreationDeviceId0467AC4CFA713D69E7FE884987135DA3EE451D121
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0467AC4CFA713D69E7FE884987135DA3EE451D121
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt070.62.23.86
ReturnHeader/FilingSecurityInformation/IPDt02020-06-29
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm015:16:15
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/PreparationDt02020-06-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Robin L Riemenschneider
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-06-29T08:26:20-00:00
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
$436,115
Liabilities
$0
Net assets
$436,115
Revenue
-$7,051
Expenses
$36,909
Net income
-$43,960
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