Civic Intelligence

Warren Scholarship Fund

990 • Fiscal year 2014 • EIN 35-6430334

Jan 01, 2014 to Dec 31, 2014 • Filed on Oct 21, 2015

Organization Profile
PO Box 334Crawfordsville, IN 47933

(765) 362-1267

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

Higher debt load relative to assets than 31% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

53rd percentile

0.05x

Higher debt load relative to revenue than 53% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Net Margin

89th percentile

43%

Higher net margin than 89% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

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.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Asset Growth

50th percentile

2.3%

Faster asset growth than 50% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

83rd percentile

41%

Faster revenue growth than 83% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$520,537

Up $11,541 (+2.3%) from 2013

Net Assets

Up

$518,587

Up $11,378 (+2.2%) from 2013

Liabilities

Up

$1,950

Up $163 (+9.1%) from 2013

Revenue And Expenses
Liabilities / Revenue53rd percentileNet Margin89th percentile

Revenue

Up

$36,343

Up $10,520 (+41%) from 2013

Expenses

Down

$20,874

Down $1,677 (-7.4%) from 2013

Net Income

Up

$15,469

Up $12,197 (+373%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

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

$800K$600K$400K$200K$0Assets 2010: $481,227Liabilities 2010: $2,444Net Assets 2010: $478,7832010Assets 2012: $502,380Liabilities 2012: $2,092Net Assets 2012: $500,2882012Assets 2013: $508,996Liabilities 2013: $1,787Net Assets 2013: $507,2092013Assets 2014: $520,537Liabilities 2014: $1,950Net Assets 2014: $518,5872014Assets 2016: $519,120Liabilities 2016: $1,724Net Assets 2016: $517,3962016Assets 2017: $547,767Liabilities 2017: $1,615Net Assets 2017: $546,1522017Assets 2018: $519,121Liabilities 2018: $2,471Net Assets 2018: $516,6502018Assets 2019: $573,323Liabilities 2019: $1,866Net Assets 2019: $571,4572019Assets 2020: $589,156Liabilities 2020: $1,777Net Assets 2020: $587,3792020Assets 2021: $613,277Liabilities 2021: $2,162Net Assets 2021: $611,1152021Assets 2024: $591,515Liabilities 2024: $0Net Assets 2024: $591,5152024

Highlighted filing

2014

Assets$520,537
Liabilities$1,950
Net Assets$518,587
Open 2014 Filing

Operations Trend

Revenue Growth83rd percentile

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

$40K$30K$20K$10K$0Revenue 2010: $22,841Expenses 2010: $22,555Net Income 2010: $2862010Expenses 2012: $22,8332012Revenue 2013: $25,823Expenses 2013: $22,551Net Income 2013: $3,2722013Revenue 2014: $36,343Expenses 2014: $20,874Net Income 2014: $15,4692014Revenue 2016: $22,969Expenses 2016: $16,852Net Income 2016: $6,1172016Revenue 2017: $26,142Expenses 2017: $16,031Net Income 2017: $10,1112017Revenue 2018: $28,747Expenses 2018: $13,612Net Income 2018: $15,1352018Revenue 2019: $30,308Expenses 2019: $15,338Net Income 2019: $14,9702019Revenue 2020: $19,330Expenses 2020: $16,452Net Income 2020: $2,8782020Revenue 2021: $27,740Expenses 2021: $17,477Net Income 2021: $10,2632021Revenue 2024: $36,624Expenses 2024: $15,672Net Income 2024: $20,9522024

Highlighted filing

2014

Revenue$36,343
Expenses$20,874
Net Income$15,469
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Oct 21, 2015
Return Version
2014v5.0
Gross Receipts
$36,343
Mission and Program Overview

Mission

To award scholarships for the benefit of students.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$500,652$510,901▲ $10,249
Cash and Non-Interest-Bearing Accounts$8,331$9,623▲ $1,292
Total Assets$508,996$520,537▲ $11,541
Other Assets Total$13$13→ $0
Liabilities
Accounts Payable and Accrued Expenses$1,787$1,950▲ $163
Total Liabilities$1,787$1,950▲ $163
Net Assets / Fund Balance
Temporarily Rstr Net Assets$507,209$507,211▲ $2
Unrestricted Net Assets-$11,376-
Total Net Assets Fund Balance$507,209$518,587▲ $11,378
Total Liabilities and Net Assets / Fund Balance$508,996$520,537▲ $11,541
Compensation and Service Providers
Top Officer Pay47th percentile

Board Members and Trustees

NameTitle
-Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$36,343
Other Revenue
$0
Change in Net Assets
$15,469

Audited Revenue Reconciliation

Revenue per Audited Statements
$36,343
Revenue Not Reported on Form 990
$-4,091
Total Revenue per Audited Statements
$32,252
Total Revenue per Form 990
$36,343
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$16,000
Other Expenses$4,874
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$16,000--$16,000
Fees for Services Management-$3,803-$3,803
Fees for Service Investment Mgmnt Fees-$771-$771
Other Expenses-$300-$300
Total Functional Expenses$16,000$4,874$0$20,874

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$20,874
Total Expenses per Audited Statements$20,874
Total Expenses per Form 990$20,874
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“The 990 is reviewed and signed by the montgomery county community foundation board president. In addition, the 990 is reviewed by the montgomery county community foundation board treasurer.”

Form 990, Page 6, Part VI, Line 12C

“Disclosure statements are kept on file. Board members of the trustee organization are reminded at board meetings to disclose and abstain from voting on issues for which a conflict exists.”

Form 990, Page 6, Part VI, Line 19

“Governing documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Warren Scholarship Fund
EIN
35-6430334
Phone
7653621267
Address
PO BOX 334, CRAWFORDSVILLE, IN 47933

Signing Officer

Name
Tom Mellish
Title
Mccf Current Board President
Phone
7653621267
Signed
2015-10-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Montgomery Co Community Foundation
Voting Board Members
1
Independent Board Members
1
Employees
0

Preparer

Firm
Estep Burkey Simmons LLC
Address
PO BOX 42, MUNCIE, IN 47308-0042
Preparer
Patrick W Burkey
Phone
7652847554
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 3, Part X

“The fund follows the income tax topic of the fasb asc. The fund now recognizes a tax benefit only if it is more likely than not the tax position would be sustained in a tax examination, with a tax examination being presumed to occur. The amount recognized will be the largest amount of tax benefit that is greater than 50% likely of being realized on examination. For tax positions not meeting the more-likely-than-not test, no tax benefit will be recorded. The fund has examined this issue and has determined there are no material contingent tax liabilities. The fund's federal and state exempt organization tax returns for 2011, 2012, and 2013 are subject to examination by the internal revenue service and the indiana department of revenue. Returns are generally subject to examination for three years after they are filed.”

Raw XML Appendix281 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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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FUND FOLLOWS THE INCOME TAX TOPIC OF THE FASB ASC. THE FUND NOW RECOGNIZES A TAX BENEFIT ONLY IF IT IS MORE LIKELY THAN NOT THE TAX POSITION WOULD BE SUSTAINED IN A TAX EXAMINATION, WITH A TAX EXAMINATION BEING PRESUMED TO OCCUR. THE AMOUNT RECOGNIZED WILL BE THE LARGEST AMOUNT OF TAX BENEFIT THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED ON EXAMINATION. FOR TAX POSITIONS NOT MEETING THE MORE-LIKELY-THAN-NOT TEST, NO TAX BENEFIT WILL BE RECORDED. THE FUND HAS EXAMINED THIS ISSUE AND HAS DETERMINED THERE ARE NO MATERIAL CONTINGENT TAX LIABILITIES. THE FUND'S FEDERAL AND STATE EXEMPT ORGANIZATION TAX RETURNS FOR 2011, 2012, AND 2013 ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE AND THE INDIANA DEPARTMENT OF REVENUE. RETURNS ARE GENERALLY SUBJECT TO EXAMINATION FOR THREE YEARS AFTER THEY ARE FILED.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 990 IS REVIEWED AND SIGNED BY THE MONTGOMERY COUNTY COMMUNITY FOUNDATION BOARD PRESIDENT. IN ADDITION, THE 990 IS REVIEWED BY THE MONTGOMERY COUNTY COMMUNITY FOUNDATION BOARD TREASURER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DISCLOSURE STATEMENTS ARE KEPT ON FILE. BOARD MEMBERS OF THE TRUSTEE ORGANIZATION ARE REMINDED AT BOARD MEETINGS TO DISCLOSE AND ABSTAIN FROM VOTING ON ISSUES FOR WHICH A CONFLICT EXISTS.
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ReturnHeader/Filer/PhoneNum07653621267
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 334
ReturnHeader/Filer/USAddress/CityNm0CRAWFORDSVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd047933
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043587095
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ESTEP BURKEY SIMMONS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 42
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MUNCIE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0473080042
ReturnHeader/PreparerPersonGrp/PhoneNum07652847554
ReturnHeader/PreparerPersonGrp/PreparationDt02015-10-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PATRICK W BURKEY
ReturnHeader/ReturnTs02015-10-30T13:05:23-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$520,537
Liabilities
$1,950
Net assets
$518,587
Revenue
$36,343
Expenses
$20,874
Net income
$15,469
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.92$0.00$5.92$0.37$0.16$0.21
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.13$0.02$6.11$0.28$0.17$0.10
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.89$0.02$5.87$0.19$0.16$0.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.73$0.02$5.71$0.30$0.15$0.15
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.19$0.02$5.17$0.29$0.14$0.15
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.48$0.02$5.46$0.26$0.16$0.10
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.19$0.02$5.17$0.23$0.17$0.06
2014Detailed filing. Detailed filing data is available for this year.$5.21$0.02$5.19$0.36$0.21$0.15
2013Detailed filing. Detailed filing data is available for this year.$5.09$0.02$5.07$0.26$0.23$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.02$0.02$5.00$0.23
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.81$0.02$4.79$0.23$0.23$0.00