Civic Intelligence

H E & H R Warren Foundation

990PF • Fiscal year 2023 • EIN 41-6021348

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 06, 2024

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.

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

3rd percentile

-299%

Higher net margin than 3% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

60th percentile

$49,068

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 85.2% of source-year revenue.

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

17th percentile

-6.5%

Faster asset growth than 17% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

12th percentile

-40%

Faster revenue growth than 12% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$2,518,771

Down $174,752 (-6.5%) from 2022

Net Assets

Down

$2,518,771

Down $174,752 (-6.5%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin3rd percentile

Revenue

Down

$57,562

Down $37,898 (-40%) from 2022

Expenses

Down

$229,710

Down $10,121 (-4.2%) from 2022

Net Income

Down

-$172,148

Down $27,777 (-19%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth17th 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

2023

Assets$2,518,771
Liabilities$0
Net Assets$2,518,771
Open 2023 Filing

Operations Trend

Revenue Growth12th 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

2023

Revenue$57,562
Expenses$229,710
Net Income-$172,148
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 6, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay60th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
US BANK NATrustee-$49,068-$49,068
THEODORE J COLLINSCo-Trustee-$24,867-$24,867
JOHN E KINGCo0trustee-$24,867-$24,867
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
2024-04-06
Discuss with paid preparer
Yes

Preparer

Firm
Pwc US Tax Llp
Address
301 GRANT STREET 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Allison J Valenty
Phone
4123556000
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10992047W101 VALVOLINE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm110942749102 WATTS WATER TECHNOLO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm111971378104 WILLSCOT MOBIL MINI
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt534064
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6618302
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt7149226
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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,518,771
Liabilities
$0
Net assets
$2,518,771
Revenue
$57,562
Expenses
$229,710
Net income
-$172,148
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
2023Detailed filing. Detailed filing data is available for this year.$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