Civic Intelligence

Warner Charitable Trust Uad 093014

990PF • Fiscal year 2016 • EIN 47-1959688

Jan 01, 2016 to Dec 31, 2016 • Filed on May 16, 2017

Organization Profile
PO Box 1775Bonita Springs, FL 34133-1775

(708) 912-9819

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

30th percentile

-6.4%

Higher net margin than 30% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

45th percentile

-0.2%

Faster asset growth than 45% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

1st percentile

-93%

Faster revenue growth than 1% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$1,836,777

Down $4,290 (-0.2%) from 2015

Net Assets

$1,836,777

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin30th percentile

Revenue

Down

$66,967

Down $852,019 (-93%) from 2015

Expenses

Up

$71,257

Up $12,183 (+21%) from 2015

Net Income

Down

-$4,290

Down $864,202 (-100%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

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

$3.0M$2.0M$1.0M$0Assets 2015: $1,841,067Liabilities 2015: $02015Assets 2016: $1,836,777Liabilities 2016: $0Net Assets 2016: $1,836,7772016Assets 2017: $1,888,470Liabilities 2017: $0Net Assets 2017: $1,888,4702017Assets 2018: $2,577,474Liabilities 2018: $0Net Assets 2018: $2,577,4742018Assets 2019: $2,703,800Liabilities 2019: $0Net Assets 2019: $2,703,8002019Assets 2020: $2,667,845Liabilities 2020: $0Net Assets 2020: $2,667,8452020Assets 2021: $2,781,720Liabilities 2021: $0Net Assets 2021: $2,781,7202021Assets 2022: $2,746,286Liabilities 2022: $0Net Assets 2022: $2,746,2862022Assets 2023: $2,737,924Liabilities 2023: $0Net Assets 2023: $2,737,9242023Assets 2024: $2,710,159Liabilities 2024: $0Net Assets 2024: $2,710,1592024

Highlighted filing

2016

Assets$1,836,777
Liabilities$0
Net Assets$1,836,777
Open 2016 Filing

Operations Trend

Revenue Growth1st percentile

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

$1.0M$500K$0-$500KRevenue 2015: $918,986Expenses 2015: $59,074Net Income 2015: $859,9122015Revenue 2016: $66,967Expenses 2016: $71,257Net Income 2016: -$4,2902016Revenue 2017: $115,200Expenses 2017: $75,242Net Income 2017: $39,9582017Revenue 2018: $794,330Expenses 2018: $116,631Net Income 2018: $677,6992018Revenue 2019: $244,980Expenses 2019: $141,395Net Income 2019: $103,5852019Revenue 2020: $97,001Expenses 2020: $178,168Net Income 2020: -$81,1672020Revenue 2021: $222,166Expenses 2021: $188,492Net Income 2021: $33,6742021Revenue 2022: $155,709Expenses 2022: $237,370Net Income 2022: -$81,6612022Revenue 2023: $92,581Expenses 2023: $200,204Net Income 2023: -$107,6232023Revenue 2024: $167,520Expenses 2024: $406,720Net Income 2024: -$239,2002024

Highlighted filing

2016

Revenue$66,967
Expenses$71,257
Net Income-$4,290
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 16, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GERALD G WARNERSole Trustee-$0--
Filing and Contact Details

Filer

Filer Name
Warner Charitable Trust Uad 093014
EIN
47-1959688
Phone
7089129819
Address
PO BOX 1775, BONITA SPRINGS, FL 34133-1775

Signing Officer

Name
Gerald G Warner
Title
Sole Trustee
Phone
7089129819
Signed
2017-05-16
Discuss with paid preparer
Yes

Preparer

Firm
Plante & Moran Pllc
Address
10 S RIVERSIDE PLAZA 9TH FLOOR, CHICAGO, IL 60606
Preparer
Robert M Hull
Phone
3122071040
Raw XML Appendix327 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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2111 SOUTH MICHIGAN AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt35800 N PATRIOT DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0GOLF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1AMERICUS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3OWASSO
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd260603
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd374055
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt055500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt055500
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt094935
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0796
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0796
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0796
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt055500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0796
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt038639
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt05794
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DIVIDENDS RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt03685
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt03685
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ADVISORY FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt014542
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt014542
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt02646
OtherIncomeSchedule2/OtherIncomeDetail/Desc0NONDIVIDEND DISTRIBUTION
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt02646
TaxesSchedule/TaxesDetail/Amt01215
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES (189)
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01215
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0GERALD G WARNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SOLE TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07089129819
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WARNER CHARITABLE TRUST UAD 093014
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0GERALD G WARNER TRUSTEE
ReturnHeader/Filer/BusinessNameControlTxt0WARN
ReturnHeader/Filer/EIN0471959688
ReturnHeader/Filer/PhoneNum07089129819
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1775
ReturnHeader/Filer/USAddress/CityNm0BONITA SPRINGS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd0341331775
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId04A1500DF4832FB5B34290E52A6339402D7CAD7D7
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt067.59.56.33
ReturnHeader/FilingSecurityInformation/IPDt02017-05-16
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm009:22:52
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0381357951
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PLANTE & MORAN PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010 S RIVERSIDE PLAZA 9TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHICAGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060606
ReturnHeader/PreparerPersonGrp/PhoneNum03122071040
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT M HULL
ReturnHeader/ReturnTs02017-05-22T09:59:31-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,836,777
Liabilities
$0
Net assets
$1,836,777
Revenue
$66,967
Expenses
$71,257
Net income
-$4,290
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.71$0.00$2.71$0.17$0.41$0.24
2023Detailed filing. Detailed filing data is available for this year.$2.74$0.00$2.74$0.09$0.20$0.11
2022Detailed filing. Detailed filing data is available for this year.$2.75$0.00$2.75$0.16$0.24$0.08
2021Detailed filing. Detailed filing data is available for this year.$2.78$0.00$2.78$0.22$0.19$0.03
2020Detailed filing. Detailed filing data is available for this year.$2.67$0.00$2.67$0.10$0.18$0.08
2019Detailed filing. Detailed filing data is available for this year.$2.70$0.00$2.70$0.24$0.14$0.10
2018Detailed filing. Detailed filing data is available for this year.$2.58$0.00$2.58$0.79$0.12$0.68
2017Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$0.12$0.08$0.04
2016Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$0.07$0.07$0.00
2015Summary only. Only limited summary data is available for this year.$1.84$0.00$0.92$0.06$0.86