Civic Intelligence

Kenneth and Jean Watson Fund

990PF • Fiscal year 2019 • EIN 45-5288107

Jan 01, 2019 to Dec 31, 2019 • Filed on May 04, 2020

Organization Profile
Foundation Source 501 Silverside RdWilmington, DE 19809-1377

(800) 839-1754

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

16th percentile

-25%

Higher net margin than 16% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

33rd percentile

-1.4%

Faster asset growth than 33% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

9th percentile

-41%

Faster revenue growth than 9% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

Down

$1,257,007

Down $17,543 (-1.4%) from 2018

Net Assets

Down

$1,257,007

Down $17,543 (-1.4%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin16th percentile

Revenue

Down

$69,173

Down $48,492 (-41%) from 2018

Expenses

Down

$86,716

Down $8,368 (-8.8%) from 2018

Net Income

Down

-$17,543

Down $40,124 (-178%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$1.5M$1.0M$500K$0Assets 2012: $1,423,986Liabilities 2012: $02012Assets 2013: $1,398,190Liabilities 2013: $0Net Assets 2013: $1,398,1902013Assets 2014: $1,461,667Liabilities 2014: $0Net Assets 2014: $1,461,6672014Assets 2015: $1,343,319Liabilities 2015: $0Net Assets 2015: $1,343,3192015Assets 2016: $1,276,757Liabilities 2016: $0Net Assets 2016: $1,276,7572016Assets 2017: $1,251,969Liabilities 2017: $0Net Assets 2017: $1,251,9692017Assets 2018: $1,274,550Liabilities 2018: $0Net Assets 2018: $1,274,5502018Assets 2019: $1,257,007Liabilities 2019: $0Net Assets 2019: $1,257,0072019Assets 2020: $1,144,690Liabilities 2020: $0Net Assets 2020: $1,144,6902020Assets 2021: $1,126,440Liabilities 2021: $0Net Assets 2021: $1,126,4402021Assets 2022: $1,081,865Liabilities 2022: $0Net Assets 2022: $1,081,8652022Assets 2023: $1,096,540Liabilities 2023: $0Net Assets 2023: $1,096,5402023Assets 2024: $1,214,472Liabilities 2024: $0Net Assets 2024: $1,214,4722024

Highlighted filing

2019

Assets$1,257,007
Liabilities$0
Net Assets$1,257,007
Open 2019 Filing

Operations Trend

Revenue Growth9th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2012: $1,436,890Expenses 2012: $12,904Net Income 2012: $1,423,9862012Revenue 2013: $16,413Expenses 2013: $42,209Net Income 2013: -$25,7962013Revenue 2014: $156,143Expenses 2014: $92,666Net Income 2014: $63,4772014Revenue 2015: -$9,649Expenses 2015: $108,699Net Income 2015: -$118,3482015Revenue 2016: $34,441Expenses 2016: $101,003Net Income 2016: -$66,5622016Revenue 2017: $76,183Expenses 2017: $100,971Net Income 2017: -$24,7882017Revenue 2018: $117,665Expenses 2018: $95,084Net Income 2018: $22,5812018Revenue 2019: $69,173Expenses 2019: $86,716Net Income 2019: -$17,5432019Revenue 2020: $28,777Expenses 2020: $141,094Net Income 2020: -$112,3172020Revenue 2021: $173,212Expenses 2021: $191,462Net Income 2021: -$18,2502021Revenue 2022: -$8,945Expenses 2022: $35,630Net Income 2022: -$44,5752022Revenue 2023: $48,983Expenses 2023: $34,864Net Income 2023: $14,1192023Revenue 2024: $152,454Expenses 2024: $34,522Net Income 2024: $117,9322024

Highlighted filing

2019

Revenue$69,173
Expenses$86,716
Net Income-$17,543
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 4, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
William W ThorsnessPres, Dir, Sec, Treas-$0--
Filing and Contact Details

Filer

Filer Name
Kenneth and Jean Watson Fund
EIN
45-5288107
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
William W Thorsness
Title
president
Phone
8008391754
Signed
2020-05-04
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
One Hollow Ln Ste 212, Lake Success, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
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CompensationExplanation/CompensationExplanationGrp/PersonNm0William W Thorsness
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0*WILLIAM W THORSNESS, PRESIDENT OF KENNETH AND JEAN WATSON FUND (THE FOUNDATION), IS A PARTNER AT THE LAW FIRM LILLIG & THORSNESS, LTD, A DISQUALIFIED PERSON WHICH PROVIDES LEGAL SERVICES TO THE FOUNDATION. DURING THE TAXABLE YEAR ENDING DECEMBER 31, 2019, THE FOUNDATION PAID $4,143 FOR LEGAL SERVICES RENDERED BY SUCH DISQUALIFIED PERSON AS REPORTED IN FORM 990-PF, PART I, LINE 16A. SUCH ADVISORY FIRM BILLED THE FOUNDATION AT THE SAME RATE OR BELOW THE RATE IT CHARGES ITS OTHER CLIENTS.
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36FACEBOOK INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51ISHARES BARCLAYS 1-3 YEAR TREA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52ISHARES BARCLAYS 3-7 YEAR TREA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53ISHARES NASDAQ BIOTECHNOLOGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54ISHARES US AEROSPACE AND DEFEN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55JANUS GLOBAL LIFE SCIENCES I S
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56JOHN HANCOCK INTERNATIONAL COR
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59LOCKHEED MARTIN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60LORD ABBETT ULTRA SHORT BOND F
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61LOWES COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62MASTERCARD INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67NETFLIX INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70O'REILLY AUTOMOTIVE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71PAYPAL HOLDINGS, INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73PFIZER INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76PRUDENTIAL FINCL INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78ROYAL BANK OF CANADA
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80SALESFORCE.COM
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83TARGET CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84THE BLACKSTONE GROUP INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85THE COCA-COLA CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86THERMO FISHER SCIENTIFIC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87TJX COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88TORONTO DOMINION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89TRUIST FINANCIAL CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90UNITED PARCEL SERVICE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91UNITED TECHNOLOGIES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92UNITEDHEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93V F CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94VANGUARD CONSUMER STAPLES ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95VANGUARD INDUSTRIALS ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96VANGUARD INFORMATION TECHNOLOG
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98VERIZON COMMUNICATIONS
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101WAL-MART STORES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102WISDOMTREE FLOATING RATE TREAS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103WISDOMTREE MIDCAP DIVIDEND F
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm104ZOETIS INC
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt032737
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0467
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IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd001
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IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt069173
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt035644
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt050000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt050000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt032737
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt032737
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-17543
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0433216
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0467
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0467
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt04143
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt04143
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt035644
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt048808
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt011608
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt034
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt011642
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0325
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0325
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt020262
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt020262
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt069
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0669
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt065751
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt020365
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt086716
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt069173
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt036716
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IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01257007
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt066852
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt066852
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IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt067828
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0976
IRS990PF/DistributableAmountGrp/TotalTaxAmt0976
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0633
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0976
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0976
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0976
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0343
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0633
IRS990PF/FMVAssetsEOYAmt01404912
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01211805
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01173599
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01321504
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IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt01274550
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt01257007
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt062745
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt083408
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt083408
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01257007

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,257,007
Liabilities
$0
Net assets
$1,257,007
Revenue
$69,173
Expenses
$86,716
Net income
-$17,543
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.15$0.03$0.12
2023Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.05$0.03$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.01$0.04$0.04
2021Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.17$0.19$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.03$0.14$0.11
2019Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.07$0.09$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.12$0.10$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.08$0.10$0.02
2016Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.03$0.10$0.07
2015Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.01$0.11$0.12
2014Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.16$0.09$0.06
2013Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.02$0.04$0.03
2012Summary only. Only limited summary data is available for this year.$1.42$0.00$1.44$0.01$1.42