Civic Intelligence

H E & H R Warren Foundation

990PF • Fiscal year 2022 • EIN 41-6021348

Jan 01, 2022 to Dec 31, 2022 • Filed on Apr 12, 2023

Organization Profile
PO Box 0634Milwaukee, WI 53201-0634

(612) 303-3208

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

29th percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

6th percentile

-151%

Higher net margin than 6% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

61st percentile

$52,044

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 54.5% of source-year revenue.

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

30th percentile

-5.1%

Faster asset growth than 30% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

14th percentile

-46%

Faster revenue growth than 14% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$2,693,523

Down $145,687 (-5.1%) from 2021

Net Assets

Down

$2,693,523

Down $145,687 (-5.1%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin6th percentile

Revenue

Down

$95,460

Down $82,479 (-46%) from 2021

Expenses

Down

$239,831

Down $17,370 (-6.8%) from 2021

Net Income

Down

-$144,371

Down $65,109 (-82%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $2,594,159Liabilities 2011: $02011Assets 2012: $3,188,161Liabilities 2012: $02012Assets 2013: $3,125,489Liabilities 2013: $8252013Assets 2014: $3,311,324Liabilities 2014: $8,3042014Assets 2015: $3,514,567Liabilities 2015: $02015Assets 2019: $3,019,246Liabilities 2019: $02019Assets 2020: $2,918,476Liabilities 2020: $0Net Assets 2020: $2,918,4762020Assets 2021: $2,839,210Liabilities 2021: $0Net Assets 2021: $2,839,2102021Assets 2022: $2,693,523Liabilities 2022: $0Net Assets 2022: $2,693,5232022Assets 2023: $2,518,771Liabilities 2023: $0Net Assets 2023: $2,518,7712023Assets 2024: $2,606,296Liabilities 2024: $0Net Assets 2024: $2,606,2962024

Highlighted filing

2022

Assets$2,693,523
Liabilities$0
Net Assets$2,693,523
Open 2022 Filing

Operations Trend

Revenue Growth14th percentile

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

$1.0M$500K$0-$500KRevenue 2011: $225,156Expenses 2011: $167,926Net Income 2011: $57,2302011Revenue 2012: $790,393Expenses 2012: $196,391Net Income 2012: $594,0022012Revenue 2013: $166,705Expenses 2013: $230,202Net Income 2013: -$63,4972013Revenue 2014: $430,579Expenses 2014: $252,223Net Income 2014: $178,3562014Revenue 2015: $464,342Expenses 2015: $261,005Net Income 2015: $203,3372015Revenue 2019: $85,157Expenses 2019: $257,443Net Income 2019: -$172,2862019Revenue 2020: $132,948Expenses 2020: $233,004Net Income 2020: -$100,0562020Revenue 2021: $177,939Expenses 2021: $257,201Net Income 2021: -$79,2622021Revenue 2022: $95,460Expenses 2022: $239,831Net Income 2022: -$144,3712022Revenue 2023: $57,562Expenses 2023: $229,710Net Income 2023: -$172,1482023Revenue 2024: $308,261Expenses 2024: $218,794Net Income 2024: $89,4672024

Highlighted filing

2022

Revenue$95,460
Expenses$239,831
Net Income-$144,371
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Apr 12, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay61st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
US BANK N ATrustee-$52,044-$52,044
THEODORE J COLLINSCo-Trustee-$26,367-$26,367
JOHN E KINGCo0trustee-$26,367-$26,367
Filing and Contact Details

Filer

Filer Name
Warren Foundation
EIN
41-6021348
Phone
6123033208
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
U S Bank N a by
Title
Trustee
Phone
6123033208
Signed
2023-04-12
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
301 GRANT STREET 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Allison J Valenty
Phone
4123556000
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5229786A106 ETSY INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90824667109 SHIONOGI CO LTD UNSP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103824841407 SHISEIDO COMPANY LIM
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10595MSC2S73 LUKOIL PJSC SPON A D
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm108980228308 WOODSIDE PETROLEUM L
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm109243537107 DECKERS OUTDOOR CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11082455C101 SHIMANO INC A D R
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm111492089107 KERING UNSPON A D R
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11256501R106 MANULIFE FINANCIAL C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11390384S303 ULTRA SALON COSMETIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11429084Q100 EMCOR GROUP INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm116053611109 AVERY DENNISON CORP
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt190000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt278552
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt375000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt460574
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt576228
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6105346
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt754819
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt8125000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt9245000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1057314
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt11618302
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1285000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt13149226
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1477711
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt15140000
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9921937801 VANGUARD INTRM TRM B
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1213161T401 CALVERT SHORT DURATI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1331420B300 FEDERATED HERMES INS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1477957Y106 T ROWE PRICE MID CAP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1556063J344 MAINSTAY FLOATING RA
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt172727
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt283517
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt587264
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6134755
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8119906
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt052389
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0104778
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0122000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,693,523
Liabilities
$0
Net assets
$2,693,523
Revenue
$95,460
Expenses
$239,831
Net income
-$144,371
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.61$0.00$2.61$0.31$0.22$0.09
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.52$0.00$2.52$0.06$0.23$0.17
2022Detailed filing. Detailed filing data is available for this year.$2.69$0.00$2.69$0.10$0.24$0.14
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.84$0.00$2.84$0.18$0.26$0.08
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.92$0.00$2.92$0.13$0.23$0.10
2019Summary only. Only limited summary data is available for this year.$3.02$0.00$0.09$0.26$0.17
2015Summary only. Only limited summary data is available for this year.$3.51$0.00$0.46$0.26$0.20
2014Summary only. Only limited summary data is available for this year.$3.31$0.01$0.43$0.25$0.18
2013Summary only. Only limited summary data is available for this year.$3.13$0.00$0.17$0.23$0.06
2012Summary only. Only limited summary data is available for this year.$3.19$0.00$0.79$0.20$0.59
2011Summary only. Only limited summary data is available for this year.$2.59$0.00$0.23$0.17$0.06