Civic Intelligence

William & Jacqueline Warwick Foundation Inc

990PF • Fiscal year 2018 • EIN 56-2170837

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 06, 2018

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

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

95th percentile

69%

Higher net margin than 95% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

60th percentile

5.5%

Faster asset growth than 60% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

93rd percentile

111%

Faster revenue growth than 93% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$477,765

Up $25,024 (+5.5%) from 2017

Net Assets

Up

$477,765

Up $25,024 (+5.5%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin95th percentile

Revenue

Up

$36,092

Up $18,977 (+111%) from 2017

Expenses

Up

$11,068

Up $1,358 (+14%) from 2017

Net Income

Up

$25,024

Up $17,619 (+238%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth60th 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

2018

Assets$477,765
Liabilities$0
Net Assets$477,765
Open 2018 Filing

Operations Trend

Revenue Growth93rd 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

2018

Revenue$36,092
Expenses$11,068
Net Income$25,024
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 6, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

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

Filer

Filer Name
William & Jacqueline Warwick Foundation
EIN
56-2170837
Phone
9102565047
Address
1059 OCEAN RIDGE DRIVE, WILMINGTON, NC 28405

Signing Officer

Name
William Warwick
Title
Incorporator
Phone
9102565047
Signed
2018-11-06
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
300 NORTH 3RD STREET FIFTH FLOOR, WILMINGTON, NC 28401
Preparer
Hc Craft Iii CPA
Phone
9107629671
Raw XML Appendix344 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
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IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0WILLIAM WARWICK
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0300 N 3RD STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0WILMINGTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NC
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0284056212
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NC
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum09102565047
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
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/AddressLine1Txt01059 OCEAN RIDGE DRIVE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0WILMINGTON
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0NC
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd028405
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0WILLIAM WARWICK
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1JACQUELINE WARWICK
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
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/AppliedToCurrentYearAmt01940
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt030243
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt026056
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt011548
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt014508
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt026056
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01940
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt026056
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt02247
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt090
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt090
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0180
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt06657
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0BROKER FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt06657
TaxesSchedule/TaxesDetail/Amt0531
TaxesSchedule/TaxesDetail/CategoryTxt0IRS FORM 990PF
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM WARWICK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0INCORPORATOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09102565047
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILLIAM & JACQUELINE WARWICK FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0562170837
ReturnHeader/Filer/PhoneNum09102565047
ReturnHeader/Filer/USAddress/AddressLine1Txt01059 OCEAN RIDGE DRIVE
ReturnHeader/Filer/USAddress/CityNm0WILMINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028405
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId005507B183691083DF7FB82F6B2EF542B3B3E1849
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId06F54084531DC28303C03CE452E1B65D51A17D390
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0108.171.131.187
ReturnHeader/FilingSecurityInformation/IPDt02018-11-06
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm016:32:23
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0420714325
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RSM US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0300 NORTH 3RD STREET FIFTH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WILMINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028401
ReturnHeader/PreparerPersonGrp/PhoneNum09107629671
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HC CRAFT III CPA
ReturnHeader/ReturnTs02018-11-09T15:56:28-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$477,765
Liabilities
$0
Net assets
$477,765
Revenue
$36,092
Expenses
$11,068
Net income
$25,024
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