Civic Intelligence

William & Jacqueline Warwick Foundation Inc

990PF • Fiscal year 2014 • EIN 56-2170837

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 12, 2014

Organization Profile
1059 Ocean Ridge DriveWilmington, NC 28405

(910) 256-5047

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Higher debt load relative to assets than 58% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

58th percentile

0.00x

Higher debt load relative to revenue than 58% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

97th percentile

88%

Higher net margin than 97% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

76th percentile

20%

Faster asset growth than 76% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

48th percentile

0.2%

Faster revenue growth than 48% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$449,066

Up $74,009 (+20%) from 2013

Net Assets

Up

$449,066

Up $74,009 (+20%) from 2013

Liabilities

Flat

$1

Flat from 2013

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin97th percentile

Revenue

Up

$84,466

Up $198 (+0.2%) from 2013

Expenses

Down

$10,457

Down $55,990 (-84%) from 2013

Net Income

Up

$74,009

Up $56,188 (+315%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth76th percentile

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

$600K$400K$200K$0Assets 2012: $357,236Liabilities 2012: $0Net Assets 2012: $357,2362012Assets 2013: $375,057Liabilities 2013: $1Net Assets 2013: $375,0572013Assets 2014: $449,066Liabilities 2014: $1Net Assets 2014: $449,0662014Assets 2015: $452,756Liabilities 2015: $1Net Assets 2015: $452,7562015Assets 2016: $445,336Liabilities 2016: $0Net Assets 2016: $445,3362016Assets 2017: $452,741Liabilities 2017: $0Net Assets 2017: $452,7412017Assets 2018: $477,765Liabilities 2018: $0Net Assets 2018: $477,7652018Assets 2019: $499,903Liabilities 2019: $0Net Assets 2019: $499,9032019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020

Highlighted filing

2014

Assets$449,066
Liabilities$1
Net Assets$449,066
Open 2014 Filing

Operations Trend

Revenue Growth48th percentile

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

$1.0M$500K$0-$500K-$1.0MExpenses 2012: $8,1592012Revenue 2013: $84,268Expenses 2013: $66,447Net Income 2013: $17,8212013Revenue 2014: $84,466Expenses 2014: $10,457Net Income 2014: $74,0092014Revenue 2015: $29,103Expenses 2015: $25,413Net Income 2015: $3,6902015Revenue 2016: $35,932Expenses 2016: $43,352Net Income 2016: -$7,4202016Revenue 2017: $17,115Expenses 2017: $9,710Net Income 2017: $7,4052017Revenue 2018: $36,092Expenses 2018: $11,068Net Income 2018: $25,0242018Revenue 2019: $36,492Expenses 2019: $14,354Net Income 2019: $22,1382019Revenue 2020: $28,958Expenses 2020: $696,285Net Income 2020: -$667,3272020

Highlighted filing

2014

Revenue$84,466
Expenses$10,457
Net Income$74,009
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 12, 2014
Return Version
2013v3.0
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM WARWICKDirector-$0--
JACQUELINE WARWICKDirector-$0--
Filing and Contact Details

Filer

EIN
56-2170837
Phone
9102565047

Signing Officer

Name
William Warwick
Title
Incorporator
Phone
9102565047
Signed
2014-11-12
Discuss with paid preparer
Yes

Preparer

Preparer
Lori L Bailey
Phone
9107629671
Raw XML Appendix339 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0WILLIAM WARWICK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JACQUELINE WARWICK
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
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IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
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IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A - NO PROGRAM RELATED INVESTMENTS
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0TAX EXEMPTION LETTER, BRIEF SKETCH OF APPLICANT, GRANT REQUEST PURPOSE, AND MOST RECENT AUDITED FINANCIAL STATEMENTS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0WILLIAM WARWICK
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum09102565047
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine101059 OCEAN RIDGE DRIVE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/City0WILMINGTON
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/State0NC
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCode028405
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0WILLIAM WARWICK
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1JACQUELINE WARWICK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0UNRESTRICTED CHARITABLE CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine10THE CENTRE OF REDEMPTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1020 NORTH 4TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0WILMINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode028401
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt02500
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/AppliedToCurrentYearAmt04120
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt024563
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt020443
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt039159
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt015348
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt06276
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt06720
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt020443
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt047060
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt039159
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt07901
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt04120
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt047060
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt067503
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0WILLIAM JACQUELINE WARWICK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine101059 OCEAN RIDGE DRIVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0WILMINGTON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0NC
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode028405
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt050000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0120
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0120
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt06188
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0BROKER FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt06188
TaxesSchedule/TaxesDetail/Amt0149
TaxesSchedule/TaxesDetail/CategoryTxt0IRS FORM 990PF
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM WARWICK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0INCORPORATOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09102565047
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine10WILLIAM & JACQUELINE WARWICK FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0562170837
ReturnHeader/Filer/PhoneNum09102565047
ReturnHeader/Filer/USAddress/AddressLine101059 OCEAN RIDGE DRIVE
ReturnHeader/Filer/USAddress/City0WILMINGTON
ReturnHeader/Filer/USAddress/State0NC
ReturnHeader/Filer/USAddress/ZIPCode028405
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0420714325
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10MCGLADREY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10300 NORTH 3RD STREET FIFTH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0WILMINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode028401
ReturnHeader/PreparerPersonGrp/PhoneNum09107629671
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LORI L BAILEY
ReturnHeader/ReturnTs02014-11-14T09:49:46-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$449,066
Liabilities
$1
Net assets
$449,066
Revenue
$84,466
Expenses
$10,457
Net income
$74,009
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.29$6.96$6.67
2019Detailed filing. Detailed filing data is available for this year.$5.00$0.00$5.00$0.36$0.14$0.22
2018Detailed filing. Detailed filing data is available for this year.$4.78$0.00$4.78$0.36$0.11$0.25
2017Detailed filing. Detailed filing data is available for this year.$4.53$0.00$4.53$0.17$0.10$0.07
2016Detailed filing. Detailed filing data is available for this year.$4.45$0.00$4.45$0.36$0.43$0.07
2015Detailed filing. Detailed filing data is available for this year.$4.53$0.00$4.53$0.29$0.25$0.04
2014Detailed filing. Detailed filing data is available for this year.$4.49$0.00$4.49$0.84$0.10$0.74
2013Detailed filing. Detailed filing data is available for this year.$3.75$0.00$3.75$0.84$0.66$0.18
2012Detailed filing. Detailed filing data is available for this year.$3.57$0.00$3.57$0.08