Civic Intelligence

Ward Oaks Foundation Inc

990EZ • Fiscal year 2017 • EIN 52-2009393

May 01, 2016 to Apr 30, 2017 • Filed on Mar 08, 2018

900 W Platt Street No 200Tampa, FL 33606

(813) 258-8700

Siviq Scores

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

Liabilities / Assets

94th percentile

0.96x

Higher debt load relative to assets than 94% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

99th percentile

9.38x

Higher debt load relative to revenue than 99% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

18th percentile

-16%

Higher net margin than 18% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

99th percentile

1201%

Faster asset growth than 99% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

28th percentile

-15%

Faster revenue growth than 28% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$207,931

Up $191,948 (+1201%) from 2016

Net Assets

$7,829

No earlier filing loaded for comparison.

Liabilities

Up

$200,102

Up $195,428 (+4181%) from 2016

Revenue

Down

$21,336

Down $3,830 (-15%) from 2016

Expenses

Down

$24,816

Down $9,444 (-28%) from 2016

Net Income

Up

-$3,480

Up $5,614 (+62%) from 2016

Historical Trend

Balance Sheet Trend

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

$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

2017

Assets$207,931
Liabilities$200,102
Net Assets$7,829

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$21,336
Expenses$24,816
Net Income-$3,480
Jump To
Filing Snapshot
Filing Period
May 1, 2016 to Apr 30, 2017
Signed
Mar 8, 2018
Return Version
2016v3.0
Gross Receipts
$21,336
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.$22,000$22,000
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
Morrison Grove Foundation Inc
EIN
52-2009393
Phone
8132588700
Address
900 W Platt Street No 200, Tampa, FL 33606

Signing Officer

Name
Charles M Pinckney
Title
Chairman
Phone
8132588700
Signed
2018-03-08
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 8 - Other Revenue

Description: Refunds. Amount: 17.

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

Activity Classification: Program. Grantee Name: Children Across Borders. Grantee Address: 3107 W Dunwoodie St Tampa, FL 33629. Amount Given: 5,000.

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: 3,000.

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

Activity Classification: Program. Grantee Name: Joshua House. Grantee Address: PO Box 26333 Tampa, FL 33623. Amount Given: 1,000.

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

Activity Classification: Program. Grantee Name: Metropolitan Ministries. Grantee Address: 2002 N Florida Ave Tampa, FL 33602. Amount Given: 3,000.

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

Activity Classification: Program. Grantee Name: Tampa Museum of Art. Grantee Address: 120 W Gasparilla Plz Tampa, FL 33602. Amount Given: 5,000.

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

Activity Classification: Program. Grantee Name: Tampa Theatre. Grantee Address: 711 North Franklin Street Tampa, FL 33602. Amount Given: 5,000. Total included on Form 990-EZ, line 10: 22,000.

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

Description: Bank fees. Amount: 741.

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: 4,674. End of Year Amount: 102. Description: Orchard Walk Replacement Reserve. Beg. of Year Amount: 0. End of Year Amount: 200,000.

Raw XML Appendix169 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/AddressChangeInd0X
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Morrison Grove Foundation
IRS990EZ/BooksInCareOfDetail/PhoneNum08132588700
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0900 W Platt Street No 200
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Tampa
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd033606
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt015881
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0207829
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
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IRS990EZ/ExcessOrDeficitForYearAmt0-3480
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02075
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt015983
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt022000
IRS990EZ/GrossReceiptsAmt021336
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt011309
IRS990EZ/NetAssetsOrFundBalancesEOYAmt07829
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt011309
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt07829
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Charles M Pinckney
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Graeme McCord Fraser
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Stephen A Goldberg
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Executive Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0102
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0102
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0741
IRS990EZ/OtherRevenueTotalAmt017
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0To 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.
IRS990EZ/ProgramServiceRevenueAmt021319
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Engage 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.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt022000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt022000
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd01
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MD
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt04674
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0200102
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt024816
IRS990EZ/TotalProgramServiceExpensesAmt022000
IRS990EZ/TotalRevenueAmt021336
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0n/a
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt05000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt059054
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0478384
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0266023
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0808461
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt012
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt059
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt023
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt094
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt059066
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99650
IRS990ScheduleA/PublicSupportPY170Pct00.99940
IRS990ScheduleA/PublicSupportTotal170Amt0805757
IRS990ScheduleA/SubstantialContributorsTotAmt02704
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt05000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt059054
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0478384
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0266023
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0808461
IRS990ScheduleA/TotalSupportAmt0808555
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: Refunds. Amount: 17.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity Classification: Program. Grantee Name: Children Across Borders. Grantee Address: 3107 W Dunwoodie St Tampa, FL 33629. Amount Given: 5,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Activity Classification: Program. Grantee Name: Childrens Cancer Center. Grantee Address: 4901 W Cypress St Tampa, FL 33607. Amount Given: 3,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Activity Classification: Program. Grantee Name: Joshua House. Grantee Address: PO Box 26333 Tampa, FL 33623. Amount Given: 1,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Activity Classification: Program. Grantee Name: Metropolitan Ministries. Grantee Address: 2002 N Florida Ave Tampa, FL 33602. Amount Given: 3,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Activity Classification: Program. Grantee Name: Tampa Museum of Art. Grantee Address: 120 W Gasparilla Plz Tampa, FL 33602. Amount Given: 5,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Activity Classification: Program. Grantee Name: Tampa Theatre. Grantee Address: 711 North Franklin Street Tampa, FL 33602. Amount Given: 5,000. Total included on Form 990-EZ, line 10: 22,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Description: Bank fees. Amount: 741.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Description: 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Description: Accounts payable and accrued expenses. Beg. of Year Amount: 4,674. End of Year Amount: 102. Description: Orchard Walk Replacement Reserve. Beg. of Year Amount: 0. End of Year Amount: 200,000.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8 - Other Revenue
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part I, Line 16 - Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990-EZ, Part II, Line 24 - Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990-EZ, Part II, Line 26 - Other Liabilities
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/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Charles M Pinckney
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chairman
ReturnHeader/BusinessOfficerGrp/PhoneNum08132588700
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-03-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Morrison Grove Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0MORR
ReturnHeader/Filer/EIN0522009393
ReturnHeader/Filer/PhoneNum08132588700
ReturnHeader/Filer/USAddress/AddressLine1Txt0900 W Platt Street No 200
ReturnHeader/Filer/USAddress/CityNm0Tampa
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033606
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0539A6A236E8C35E9CB3BF805290DF5953BA1CD00
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0539A6A236E8C35E9CB3BF805290DF5953BA1CD00
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt072.214.41.82
ReturnHeader/FilingSecurityInformation/IPDt02018-03-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm009:50:48
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0582676261
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Rogers & Company PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08300 Boone Boulevard Suite 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Vienna
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd022182
ReturnHeader/PreparerPersonGrp/PhoneNum07038930300
ReturnHeader/PreparerPersonGrp/PreparationDt02018-03-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Lori A Collingsworth
ReturnHeader/ReturnTs02018-03-09T08:52:05-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-05-01
ReturnHeader/TaxPeriodEndDt02017-04-30
ReturnHeader/TaxYr02016

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