Civic Intelligence

Simon W Wardwell Foundation

990EZ • Fiscal year 2013 • EIN 45-3697597

Jan 01, 2013 to Dec 31, 2013 • Filed on May 13, 2014

Organization ProfileN/A
2000 Chapel View Blvd No 35002920

(401) 944-9200

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

56th percentile

0.00x

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Net Margin

100th percentile

100%

Higher net margin than 100% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Asset Growth

49th percentile

1.4%

Faster asset growth than 49% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

1st percentile

-99%

Faster revenue growth than 1% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$282

Up $4 (+1.4%) from 2012

Net Assets

$282

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin100th percentile

Revenue

Down

$4

Down $396 (-99%) from 2012

Expenses

Down

$0

Down $122 (-100%) from 2012

Net Income

Down

$4

Down $274 (-99%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

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

$20M$15M$10M$5.0M$0Assets 2011: $0Liabilities 2011: $02011Assets 2012: $278Liabilities 2012: $02012Assets 2013: $282Liabilities 2013: $0Net Assets 2013: $2822013Assets 2014: $287Liabilities 2014: $02014Assets 2015: $302Liabilities 2015: $0Net Assets 2015: $3022015Assets 2016: $282Liabilities 2016: $0Net Assets 2016: $2822016Assets 2017: $262Liabilities 2017: $0Net Assets 2017: $2622017Assets 2018: $292Liabilities 2018: $0Net Assets 2018: $2922018Assets 2019: $244Liabilities 2019: $0Net Assets 2019: $2442019Assets 2020: $18,145,393Liabilities 2020: $0Net Assets 2020: $18,145,3932020Assets 2021: $18,723,224Liabilities 2021: $0Net Assets 2021: $18,723,2242021Assets 2022: $18,503,416Liabilities 2022: $0Net Assets 2022: $18,503,4162022Assets 2023: $17,702,322Liabilities 2023: $12023

Highlighted filing

2013

Assets$282
Liabilities$0
Net Assets$282
Open 2013 Filing

Operations Trend

Revenue Growth1st percentile

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

$20M$15M$10M$5.0M$0-$5.0MRevenue 2011: $0Expenses 2011: $0Net Income 2011: $02011Revenue 2012: $400Expenses 2012: $122Net Income 2012: $2782012Revenue 2013: $4Expenses 2013: $0Net Income 2013: $42013Revenue 2014: $5Expenses 2014: $0Net Income 2014: $52014Revenue 2015: $15Expenses 2015: $0Net Income 2015: $152015Revenue 2016: $0Expenses 2016: $20Net Income 2016: -$202016Revenue 2017: $0Expenses 2017: $20Net Income 2017: -$202017Revenue 2018: $60Expenses 2018: $30Net Income 2018: $302018Revenue 2019: $0Expenses 2019: $48Net Income 2019: -$482019Revenue 2020: $18,139,474Expenses 2020: $15,661Net Income 2020: $18,123,8132020Revenue 2021: $1,973,818Expenses 2021: $815,896Net Income 2021: $1,157,9222021Revenue 2022: $810,631Expenses 2022: $1,033,928Net Income 2022: -$223,2972022Revenue 2023: $19,297,721Expenses 2023: $1,581,547Net Income 2023: $17,716,1742023

Highlighted filing

2013

Revenue$4
Expenses$0
Net Income$4
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 13, 2014
Return Version
2013v3.0
Gross Receipts
$4
Mission and Program Overview

Mission

Organization was created to provide grants, support, endowment and assistance to, or to engage directly in activities that support the studying, planning, designing, erecting, constructing, enhancing, improving, modernizing or operation in rhode island of public services including hospitals and health care facilities, educational institutions, nursing homes etc. In the areas of central falls, pawtucket, cumberland and lincoln.

Program Services

DescriptionGrantsExpenses
FOUNDATION HAS YET TO BE FUNDED.$0$0
Compensation and Service Providers
Top Officer Pay73rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JONATHAN K FARNUMPresident-$0--
JOHN J PARTRIDGEDirector-$0--
KENNETH W WASHBURNVice President-$0--
DAVID E FARNUMDirector-$0--
SANDRA E FARNUMSecretary-$0--
ALFRED P DEGENTreasurer-$0--
Filing and Contact Details

Filer

EIN
45-3697597
Phone
4019449200

Signing Officer

Name
Jonathan K Farnum
Title
President
Phone
4019449200
Signed
2014-05-13
Discuss with paid preparer
Yes

Preparer

Preparer
Christopher Bartlett CPA Cfp
Phone
4012729100
Raw XML Appendix150 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine10SANDRA EFARNUM
IRS990EZ/BooksInCareOfDetail/PhoneNum04019449200
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine102645 HARKNEY HILL ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/City0COVENTRY
IRS990EZ/BooksInCareOfDetail/USAddress/State0RI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode002816
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0278
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0282
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt04
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt04
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0278
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0282
IRS990EZ/GrossReceiptsAmt04
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0278
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0282
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0278
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0282
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JONATHAN K FARNUM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOHN J PARTRIDGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KENNETH W WASHBURN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DAVID E FARNUM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SANDRA E FARNUM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ALFRED P DEGEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0ORGANIZATION WAS CREATED TO PROVIDE GRANTS, SUPPORT, ENDOWMENT AND ASSISTANCE TO, OR TO ENGAGE DIRECTLY IN ACTIVITIES THAT SUPPORT THE STUDYING, PLANNING, DESIGNING, ERECTING, CONSTRUCTING, ENHANCING, IMPROVING, MODERNIZING OR OPERATION IN RHODE ISLAND OF PUBLIC SERVICES INCLUDING HOSPITALS AND HEALTH CARE FACILITIES, EDUCATIONAL INSTITUTIONS, NURSING HOMES ETC. IN THE AREAS OF CENTRAL FALLS, PAWTUCKET, CUMBERLAND AND LINCOLN.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FOUNDATION HAS YET TO BE FUNDED.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0RI
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt00
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt04
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationOtherDesc0PUBLIC CHARITY - 509(A)(3)
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Contribution35ControlledInd00
IRS990ScheduleA/ContributionControllerInd00
IRS990ScheduleA/ContributionFamilyInd00
IRS990ScheduleA/SupportedOrganizationsTotalCnt02
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0050390916
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1050511879
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd11
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc0CHARITABLE ORGANIZAT
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc1CHARITABLE ORGANIZAT
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine10OCEAN STATE CHARITIES TRUST
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine11PAWTUCKET FOUNDATION
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd11
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd11
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt00
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JONATHAN K FARNUM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04019449200
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine10SIMON W WARDWELL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SIMO
ReturnHeader/Filer/EIN0453697597
ReturnHeader/Filer/PhoneNum04019449200
ReturnHeader/Filer/USAddress/AddressLine102000 CHAPEL VIEW BLVD NO 350
ReturnHeader/Filer/USAddress/City0CRANSTON
ReturnHeader/Filer/USAddress/State0RI
ReturnHeader/Filer/USAddress/ZIPCode002920
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0050479760
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10ANDSAGER BARTLETT & PIERONI LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10ONE CATAMORE BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0EAST PROVIDENCE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0RI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode002914
ReturnHeader/PreparerPersonGrp/PhoneNum04012729100
ReturnHeader/PreparerPersonGrp/PreparationDt02014-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTOPHER BARTLETT CPA CFP
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-05-14T11:51:30-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$282
Liabilities
$0
Net assets
$282
Revenue
$4
Expenses
$0
Net income
$4
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$17.7$0.00$19.3$1.58$17.7
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.5$0.00$18.5$0.81$1.03$0.22
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.7$0.00$18.7$1.97$0.82$1.16
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.1$0.00$18.1$18.1$0.02$18.1
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.00$0.00$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.00$0.00$0.00
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.00$0.00$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2014Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
2013Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2012Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
2011Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00