Civic Intelligence

Ward Oaks Foundation Inc

EIN 52-2009393 • 501(c)3 • Austin, TX

990-N Coverage

Profile

To engage in charitable and educational activities that improve the standards and quality of life for persons in need, including fostering, promoting and owning affordable housing and interests in affordable housing, and educational activities that improve the quality of life for all person in their communities particularly through education and the arts.

101 Colorado Street No 1402Austin, TX 78701

n/a

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

75th percentile

0.06x

Higher debt load relative to assets than 75% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

69th percentile

0.01x

Higher debt load relative to revenue than 69% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

13th percentile

-61%

Higher net margin than 13% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

11th percentile

-99%

Faster asset growth than 11% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

17th percentile

-53%

Faster revenue growth than 17% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$1,821

Down $206,110 (-99%) from 2017

Liabilities

Down

$102

Down $200,000 (-100%) from 2017

Net Assets

Down

$1,719

Down $6,110 (-78%) from 2017

Revenue

Down

$10,000

Down $11,336 (-53%) from 2017

Expenses

Down

$16,110

Down $8,706 (-35%) from 2017

Net Income

Down

-$6,110

Down $2,630 (-76%) from 2017

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2015: $20,403Liabilities 2015: $02015Assets 2016: $15,983Liabilities 2016: $4,6742016Assets 2017: $207,931Liabilities 2017: $200,102Net Assets 2017: $7,8292017Assets 2018: $1,821Liabilities 2018: $102Net Assets 2018: $1,7192018

Highlighted filing

2018

Assets$1,821
Liabilities$102
Net Assets$1,719

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$80K$60K$40K$20K$0-$20KRevenue 2015: $59,066Expenses 2015: $60,096Net Income 2015: -$1,0302015Revenue 2016: $25,166Expenses 2016: $34,260Net Income 2016: -$9,0942016Revenue 2017: $21,336Expenses 2017: $24,816Net Income 2017: -$3,4802017Revenue 2018: $10,000Expenses 2018: $16,110Net Income 2018: -$6,1102018

Highlighted filing

2018

Revenue$10,000
Expenses$16,110
Net Income-$6,110

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
May 1, 2017 to Apr 30, 2018
Signed
Dec 6, 2018
Return Version
2017v2.2
Gross Receipts
$10,000
Mission and Program Overview

Mission

To engage in charitable and educational activities that improve the standards and quality of life for persons in need, including fostering, promoting and owning affordable housing and interests in affordable housing, and educational activities that improve the quality of life for all person in their communities particularly through education and the arts.

Program Services

DescriptionGrantsExpenses
Engage in charitable and educational activities that improve the standards and quality of life for persons in need, including fostering, promoting and owning affordable housing and interests in affordable housing, and educational activities that improve the quality of life for all person in their communities particularly through education and the arts.$16,000$16,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Charles M PinckneyChairman-$0--
Graeme McCord FraserExecutive Director-$0--
Stephen A GoldbergPresident-$0--
Filing and Contact Details

Filer

Filer Name
Ward Oaks Foundation Inc
EIN
52-2009393
Phone
4104462570
Address
101 Colorado Street No 1402, Austin, TX 78701

Signing Officer

Name
Beth Falcone
Title
President
Phone
4104462570
Signed
2018-12-06
Discuss with paid preparer
Yes

Preparer

Firm
Rogers & Company PLLC
Address
8300 Boone Boulevard Suite 600, Vienna, VA 22182
Preparer
Lori A Collingsworth
Phone
7038930300
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

Activity Classification: Program. Grantee Name: Historic Lake Toxaway Foundation. Grantee Address: P.O. Box 264 Lake Toxaway, NC 28747. Amount Given: 4,500.

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

Activity Classification: Program. Grantee Name: Boca Grande Health Clinic Foundation. Grantee Address: 280 Park Ave Boca Grande, FL 33921. Amount Given: 2,500.

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

Activity Classification: Program. Grantee Name: Boca Grande Community Center . Grantee Address: 131 1st St W Boca Grande, FL 33921. Amount Given: 2,500.

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

Activity Classification: Program. Grantee Name: St. Mary's Episcopal Day School. Grantee Address: 2101 S Hubert Ave Tampa,, FL 33629. Amount Given: 3,000.

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

Activity Classification: Program. Grantee Name: Boca Grande Historical Society & Museum. Grantee Address: 170 Park Ave Boca Grande, FL 33921. Amount Given: 2,500.

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

Activity Classification: Program. Grantee Name: Childrens Cancer Center. Grantee Address: 4901 W Cypress St Tampa, FL 33607. Amount Given: 1,000. Total included on Form 990-EZ, line 10: 16,000.

Form 990-EZ, Part I, Line 16 - Other Expenses

Description: Bank fees. Amount: 110.

Form 990-EZ, Part II, Line 24 - Other Assets

Description: Munimae Orchard Walk GP, LLC. Beg. of Year Amount: 51. End of Year Amount: 51. Description: Munimae Breckenridge GP, LLC. Beg. of Year Amount: 51. End of Year Amount: 51.

Form 990-EZ, Part II, Line 26 - Other Liabilities

Description: Accounts payable and accrued expenses. Beg. of Year Amount: 102. End of Year Amount: 102. Description: Orchard Walk Replacement Reserve. Beg. of Year Amount: 200,000. End of Year Amount: 0.

Raw XML Appendix166 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity Classification: Program. Grantee Name: Historic Lake Toxaway Foundation. Grantee Address: P.O. Box 264 Lake Toxaway, NC 28747. Amount Given: 4,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity Classification: Program. Grantee Name: Boca Grande Health Clinic Foundation. Grantee Address: 280 Park Ave Boca Grande, FL 33921. Amount Given: 2,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Activity Classification: Program. Grantee Name: Boca Grande Community Center . Grantee Address: 131 1st St W Boca Grande, FL 33921. Amount Given: 2,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Activity Classification: Program. Grantee Name: St. Mary's Episcopal Day School. Grantee Address: 2101 S Hubert Ave Tampa,, FL 33629. Amount Given: 3,000.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Activity Classification: Program. Grantee Name: Childrens Cancer Center. Grantee Address: 4901 W Cypress St Tampa, FL 33607. Amount Given: 1,000. Total included on Form 990-EZ, line 10: 16,000.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Description: Accounts payable and accrued expenses. Beg. of Year Amount: 102. End of Year Amount: 102. Description: Orchard Walk Replacement Reserve. Beg. of Year Amount: 200,000. End of Year Amount: 0.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part II, Line 24 - Other Assets
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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/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Beth Falcone
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum04104462570
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-12-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Ward Oaks Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0WARD
ReturnHeader/Filer/EIN0522009393
ReturnHeader/Filer/PhoneNum04104462570
ReturnHeader/Filer/USAddress/AddressLine1Txt0101 Colorado Street No 1402
ReturnHeader/Filer/USAddress/CityNm0Austin
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0582676261
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08300 Boone Boulevard Suite 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Vienna
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ReturnHeader/PreparerPersonGrp/PhoneNum07038930300
ReturnHeader/PreparerPersonGrp/PreparationDt02018-12-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Lori A Collingsworth
ReturnHeader/ReturnTs02018-12-06T14:05:31-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-05-01
ReturnHeader/TaxPeriodEndDt02018-04-30
ReturnHeader/TaxYr02017

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