Civic Intelligence

Ralph T & Esther Warburton Foundation

EIN 34-6574882 • Independence, OH

Pub. 78 Eligible
CO Mai 6050 Oak Tree Blvd Ste 500Independence, OH 44131
Siviq Scores

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

Liabilities / Assets

36th percentile

0.00x

Higher debt load relative to assets than 36% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

36th percentile

0.00x

Higher debt load relative to revenue than 36% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Net Margin

4th percentile

-151%

Higher net margin than 4% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

4th percentile

-45%

Faster asset growth than 4% of similar nonprofits.

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

Revenue Growth

94th percentile

239%

Faster revenue growth than 94% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets36th percentile

Assets

Down

$2,085,492

Down $1,683,209 (-45%) from 2023

Liabilities

Up

$1,961

Up $1,961 from 2023

Net Assets

Down

$2,083,531

Down $1,685,170 (-45%) from 2023

Operations
Liabilities / Revenue36th percentileNet Margin4th percentile

Revenue

Up

$1,116,985

Up $787,870 (+239%) from 2023

Expenses

Up

$2,802,155

Up $1,664,050 (+146%) from 2023

Net Income

Down

-$1,685,170

Down $876,180 (-108%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth4th percentile

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

$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

2024

Assets$2,085,492
Liabilities$1,961
Net Assets$2,083,531
Open 2024 Filing

Operations Trend

Revenue Growth94th percentile

Revenue, expenses, and net income by year, with the latest 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

2024

Revenue$1,116,985
Expenses$2,802,155
Net Income-$1,685,170
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$2,085,492
Liabilities
$1,961
Net assets
$2,083,531
Revenue
$1,116,985
Expenses
$2,802,155
Net income
-$1,685,170
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
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 14, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PHILLIP L WARBURTONTrustee-$0--
SALLY WARBURTONTrustee-$0--
BETSY WARBURTON DOWNSTrustee-$0--
MIKE D DOWNSTrustee-$0--
CARRIE WARBURTON MONTALTOTrustee-$0--
ALEX W MONTALTOTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Ralph T & Esther L Warburton
EIN
34-6574882
Phone
2169204800
Address
CO MAI 6050 OAK TREE BLVD STE 500, INDEPENDENCE, OH 44131

Signing Officer

Name
Phillip Warburton
Title
Trustee
Phone
2169204800
Signed
2025-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Mai Capital Management LLC
Address
6050 OAK TREE BLVD SUITE 500, INDEPENDENCE, OH 44131
Preparer
Justin C Slaby
Phone
2169204800
Raw XML Appendix397 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL PURPOSE - EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL PURPOSE - EDUCATION
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1HERITAGE CLASSICAL ACADEMY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3HOLY TRINITY ANGLICAN CHURCH
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11930 BRONSON ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt22010 CORAM DEO DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt355 ATTERBURY BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4231 ARNOLD MILL RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5510 MOUNT VERNON HWY NE
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OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0200
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TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
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TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01333
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PHILLIP WARBURTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02169204800
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RALPH T & ESTHER L WARBURTON
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FND 4235-00-4/4
ReturnHeader/Filer/BusinessNameControlTxt0RALP
ReturnHeader/Filer/EIN0346574882
ReturnHeader/Filer/PhoneNum02169204800
ReturnHeader/Filer/USAddress/AddressLine1Txt0CO MAI 6050 OAK TREE BLVD STE 500
ReturnHeader/Filer/USAddress/CityNm0INDEPENDENCE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd044131
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0611495162
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MAI CAPITAL MANAGEMENT LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06050 OAK TREE BLVD SUITE 500
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ReturnHeader/PreparerPersonGrp/PhoneNum02169204800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JUSTIN C SLABY
ReturnHeader/ReturnTs02025-05-14T10:43:39-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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