Civic Intelligence

Ralph T & Esther Warburton Foundation

990PF • Fiscal year 2018 • EIN 34-6574882

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 05, 2019

Organization Profile
C/O MAI 1360 E 9th St Suite 1100Cleveland, OH 44114

(216) 920-4800

Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

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

2018 filings • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

18th percentile

0.00x

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

2018 filings • $5M-$10M nonprofits • Source year 2018

Net Margin

19th percentile

-12%

Higher net margin than 19% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

32nd percentile

$25,000

Higher top officer pay than 32% of similar nonprofits.

Top officer pay equals 5.4% of source-year revenue.

2018 filings • $5M-$10M nonprofits • Source year 2018

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Balance Sheet
Liabilities / Assets18th percentile

Assets

$7,561,241

No earlier filing loaded for comparison.

Net Assets

$7,561,241

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin19th percentile

Revenue

$462,280

No earlier filing loaded for comparison.

Expenses

$516,707

No earlier filing loaded for comparison.

Net Income

-$54,427

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2018: $7,561,241Liabilities 2018: $0Net Assets 2018: $7,561,2412018Assets 2019: $4,812,205Liabilities 2019: $0Net Assets 2019: $4,812,2052019Assets 2020: $4,665,789Liabilities 2020: $0Net Assets 2020: $4,665,7892020Assets 2021: $4,650,736Liabilities 2021: $0Net Assets 2021: $4,650,7362021Assets 2022: $4,577,691Liabilities 2022: $0Net Assets 2022: $4,577,6912022Assets 2023: $3,768,701Liabilities 2023: $0Net Assets 2023: $3,768,7012023Assets 2024: $2,085,492Liabilities 2024: $1,961Net Assets 2024: $2,083,5312024

Highlighted filing

2018

Assets$7,561,241
Liabilities$0
Net Assets$7,561,241
Open 2018 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2018: $462,280Expenses 2018: $516,707Net Income 2018: -$54,4272018Revenue 2019: $738,087Expenses 2019: $3,487,123Net Income 2019: -$2,749,0362019Revenue 2020: -$6,762Expenses 2020: $139,854Net Income 2020: -$146,6162020Revenue 2021: $304,546Expenses 2021: $319,599Net Income 2021: -$15,0532021Revenue 2022: $245,887Expenses 2022: $318,932Net Income 2022: -$73,0452022Revenue 2023: $329,115Expenses 2023: $1,138,105Net Income 2023: -$808,9902023Revenue 2024: $1,116,985Expenses 2024: $2,802,155Net Income 2024: -$1,685,1702024

Highlighted filing

2018

Revenue$462,280
Expenses$516,707
Net Income-$54,427
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 5, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay32nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PHILLIP L WARBURTONTrustee-$25,000-$25,000
SALLY WARBURTONTrustee-$15,000-$15,000
BETSY WARBURTON DOWNSTrustee-$15,000-$15,000
MIKE D DOWNSTrustee-$15,000-$15,000
CARRIE WARBURTON MONTALTOTrustee-$15,000-$15,000
ALEX W MONTALTOTrustee-$15,000-$15,000
Filing and Contact Details

Filer

Filer Name
Ralph T & Esther L Warburton
EIN
34-6574882
In Care Of
% MAI CAPITAL
Phone
2169204800
Address
C/O MAI 1360 E 9th St Suite 1100, Cleveland, OH 44114

Signing Officer

Name
Phillip L Warburton
Title
Trustee
Phone
2169204800
Signed
2019-11-05
Discuss with paid preparer
Yes

Preparer

Firm
MAI Capital Management LLC
Address
1360 E 9th Street Suite 1100, CLEVELAND, OH 44114-1717
Preparer
Michael G Selzer
Phone
2169204800
Raw XML Appendix349 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/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01360 EAST 9TH ST STE 1100
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0cleveland
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0OH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd044114
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0OH
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0MAI CAPITAL
IRS990PF/StatementsRegardingActyGrp/PhoneNum02169204800
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0250000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Patient Education and medical decision making
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1General purpose
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0PATIENT REVOLUTION INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1HOLY TRINITY ANGLICAN CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02837 Stonegate CT SW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt155 Atterbury Blvd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Rochester
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Hudson
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd055902
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd144236
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0350000
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/AppliedToCurrentYearAmt0403700
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0450204
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt046504
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0244917
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt02145946
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0183432
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt046504
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0136928
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02390863
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0244917
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt02145946
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02014
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0403700
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02527791
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02574295
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OHIO ANNUAL FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0200
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0200
OtherIncreasesSchedule/OtherIncreasesDetail/Amt016840
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0MISC ADJUSTMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt048853
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt048853
TaxesSchedule/TaxesDetail/Amt06054
TaxesSchedule/TaxesDetail/Amt18100
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt06054
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PHILLIP L WARBURTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum02169204800
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Ralph T & Esther L Warburton
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FND 4235-00-4/4
ReturnHeader/Filer/BusinessNameControlTxt0RALP
ReturnHeader/Filer/EIN0346574882
ReturnHeader/Filer/InCareOfNm0% MAI CAPITAL
ReturnHeader/Filer/PhoneNum02169204800
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O MAI 1360 E 9th St Suite 1100
ReturnHeader/Filer/USAddress/CityNm0Cleveland
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd044114
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId05074C0B7CE07CE3EDE804C35CED2A61B191B2894
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId05074C0B7CE07CE3EDE804C35CED2A61B191B2894
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId034294220193185000017
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-11-14
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt066.218.176.180
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MAI Capital Management LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01360 E 9th Street Suite 1100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CLEVELAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0441141717
ReturnHeader/PreparerPersonGrp/PhoneNum02169204800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michael G Selzer
ReturnHeader/ReturnTs02019-11-14T11:07:06-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,561,241
Liabilities
$0
Net assets
$7,561,241
Revenue
$462,280
Expenses
$516,707
Net income
-$54,427
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.09$0.00$2.08$1.12$2.80$1.69
2023Detailed filing. Detailed filing data is available for this year.$3.77$0.00$3.77$0.33$1.14$0.81
2022Detailed filing. Detailed filing data is available for this year.$4.58$0.00$4.58$0.25$0.32$0.07
2021Detailed filing. Detailed filing data is available for this year.$4.65$0.00$4.65$0.30$0.32$0.02
2020Detailed filing. Detailed filing data is available for this year.$4.67$0.00$4.67$0.01$0.14$0.15
2019Detailed filing. Detailed filing data is available for this year.$4.81$0.00$4.81$0.74$3.49$2.75
2018Detailed filing. Detailed filing data is available for this year.$7.56$0.00$7.56$0.46$0.52$0.05