Civic Intelligence

Warren Scholarship Fund

990 • Fiscal year 2015 • EIN 35-6430334

Jan 01, 2015 to Dec 31, 2015 • Filed on Sep 29, 2016

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

58th percentile

0.00x

Higher debt load relative to assets than 58% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

78th percentile

0.06x

Higher debt load relative to revenue than 78% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

85th percentile

32%

Higher net margin than 85% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

35th percentile

-5.5%

Faster asset growth than 35% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

19th percentile

-26%

Faster revenue growth than 19% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$491,687

Down $17,309 (-3.4%) from 2013

Net Assets

Down

$490,038

Down $17,171 (-3.4%) from 2013

Liabilities

Down

$1,649

Down $138 (-7.7%) from 2013

Revenue And Expenses
Liabilities / Revenue78th percentileNet Margin85th percentile

Revenue

Up

$26,984

Up $1,161 (+4.5%) from 2013

Expenses

Down

$18,370

Down $4,181 (-19%) from 2013

Net Income

Up

$8,614

Up $5,342 (+163%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth35th 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 2015: $491,687Liabilities 2015: $1,649Net Assets 2015: $490,0382015Assets 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

2015

Assets$491,687
Liabilities$1,649
Net Assets$490,038
Open 2015 Filing

Operations Trend

Revenue Growth19th 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 2015: $26,984Expenses 2015: $18,370Net Income 2015: $8,6142015Revenue 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

2015

Revenue$26,984
Expenses$18,370
Net Income$8,614
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Sep 29, 2016
Return Version
2015v2.1
Gross Receipts
$26,984
Mission and Program Overview

Mission

To award scholarships for the benefit of students.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$510,901$483,098▼ $27,803
Cash and Non-Interest-Bearing Accounts$9,623$8,589▼ $1,034
Total Assets$520,537$491,687▼ $28,850
Other Assets Total$13--
Liabilities
Accounts Payable and Accrued Expenses$1,950$1,649▼ $301
Total Liabilities$1,950$1,649▼ $301
Net Assets / Fund Balance
Temporarily Rstr Net Assets$518,587$490,038▼ $28,549
Total Net Assets Fund Balance$518,587$490,038▼ $28,549
Total Liabilities and Net Assets / Fund Balance$520,537$491,687▼ $28,850
Compensation and Service Providers
Top Officer Pay75th percentile

Board Members and Trustees

NameTitle
-Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$26,984
Other Revenue
$0
Change in Net Assets
$8,614

Audited Revenue Reconciliation

Revenue per Audited Statements
$26,984
Revenue Not Reported on Form 990
$-37,163
Total Revenue per Audited Statements
$-10,179
Total Revenue per Form 990
$26,984
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$14,000
Other Expenses$4,370
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$14,000--$14,000
Fees for Services Management-$3,333-$3,333
Fees for Service Investment Mgmnt Fees-$737-$737
Other Expenses-$300-$300
Total Functional Expenses$14,000$4,370$0$18,370

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$18,370
Total Expenses per Audited Statements$18,370
Total Expenses per Form 990$18,370
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
Larry Griffith
Title
Current Mccf Pres
Phone
7653621267
Signed
2016-09-29
Discuss with paid preparer
Yes

Organization Details

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 2012, 2013, and 2014 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 Appendix280 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 2012, 2013, AND 2014 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/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/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/PreparationDt02016-09-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PATRICK W BURKEY
ReturnHeader/ReturnTs02016-09-30T08:29:31-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$491,687
Liabilities
$1,649
Net assets
$490,038
Revenue
$26,984
Expenses
$18,370
Net income
$8,614
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
2015Detailed filing. Detailed filing data is available for this year.$4.92$0.02$4.90$0.27$0.18$0.09
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