Civic Intelligence

Warren P and Joanne C Powers Charitable Foundation Inc.

990PF • Fiscal year 2015 • EIN 59-3156041

Jan 01, 2015 to Dec 31, 2015 • Filed on May 05, 2016

Organization Profile

View Organization Page

1050 Talleyrand AvenueJacksonville, FL 32206

(904) 353-5353

Siviq Scores

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

Liabilities / Assets

41st percentile

0.00x

Higher debt load relative to assets than 41% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

42nd percentile

0.00x

Higher debt load relative to revenue than 42% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Source year 2015

Net Margin

90th percentile

49%

Higher net margin than 90% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

94th percentile

$135,000

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 44.3% of source-year revenue.

2015 filings • $500k-$1M nonprofits • Source year 2015

Asset Growth

16th percentile

-8.8%

Faster asset growth than 16% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

91st percentile

74%

Faster revenue growth than 91% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets41st percentile

Assets

Down

$972,536

Down $94,286 (-8.8%) from 2014

Net Assets

$971,176

No earlier filing loaded for comparison.

Liabilities

Down

$1,360

Down $16 (-1.2%) from 2014

Revenue And Expenses
Liabilities / Revenue42nd percentileNet Margin90th percentile

Revenue

Up

$304,795

Up $129,941 (+74%) from 2014

Expenses

Up

$156,776

Up $1,400 (+0.9%) from 2014

Net Income

Up

$148,019

Up $128,541 (+660%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth16th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $988,185Liabilities 2011: $2,5702011Assets 2012: $1,006,536Liabilities 2012: $2,3002012Assets 2013: $1,105,880Liabilities 2013: $2,1732013Assets 2014: $1,066,822Liabilities 2014: $1,3762014Assets 2015: $972,536Liabilities 2015: $1,360Net Assets 2015: $971,1762015Assets 2016: $1,076,306Liabilities 2016: $350Net Assets 2016: $1,075,9562016Assets 2017: $1,216,867Liabilities 2017: $348Net Assets 2017: $1,216,5192017Assets 2018: $965,773Liabilities 2018: $292Net Assets 2018: $965,4812018Assets 2019: $852,399Liabilities 2019: $284Net Assets 2019: $852,1152019Assets 2020: $992,753Liabilities 2020: $272Net Assets 2020: $992,4822020Assets 2021: $886,048Liabilities 2021: $268Net Assets 2021: $885,7802021Assets 2022: $878,218Liabilities 2022: $250Net Assets 2022: $877,9682022Assets 2023: $1,014,748Liabilities 2023: $216Net Assets 2023: $1,016,1772023Assets 2024: $1,012,555Liabilities 2024: $208Net Assets 2024: $1,012,3472024

Highlighted filing

2015

Assets$972,536
Liabilities$1,360
Net Assets$971,176
Open 2015 Filing

Operations Trend

Revenue Growth91st percentile

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

$1.0M$500K$0-$500KRevenue 2011: $223,025Expenses 2011: $241,973Net Income 2011: -$18,9482011Revenue 2012: $282,836Expenses 2012: $375,889Net Income 2012: -$93,0532012Revenue 2013: $168,554Expenses 2013: $162,083Net Income 2013: $6,4712013Revenue 2014: $174,854Expenses 2014: $155,376Net Income 2014: $19,4782014Revenue 2015: $304,795Expenses 2015: $156,776Net Income 2015: $148,0192015Revenue 2016: $182,232Expenses 2016: $140,425Net Income 2016: $41,8072016Revenue 2017: $186,063Expenses 2017: $117,721Net Income 2017: $68,3422017Revenue 2018: $261,256Expenses 2018: $365,536Net Income 2018: -$104,2802018Revenue 2019: $247,851Expenses 2019: $373,611Net Income 2019: -$125,7602019Revenue 2020: $754,192Expenses 2020: $667,531Net Income 2020: $86,6612020Revenue 2021: $332,306Expenses 2021: $450,340Net Income 2021: -$118,0342021Revenue 2022: $699,399Expenses 2022: $560,317Net Income 2022: $139,0822022Revenue 2023: $502,367Expenses 2023: $400,501Net Income 2023: $101,8662023Revenue 2024: $415,696Expenses 2024: $416,406Net Income 2024: -$7102024

Highlighted filing

2015

Revenue$304,795
Expenses$156,776
Net Income$148,019
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 5, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JANE COLLINSExecutive DirectorPT$100,000$35,000$135,000
WARREN P POWERSDirector-$0--
JOANNE C POWERSDirector-$0--
PATRICK D POWERSSecretary-$0--
NANCY POWERSExecutive-$0--
Filing and Contact Details

Filer

Filer Name
Warren P And Joanne C Powers Charitable
EIN
59-3156041
In Care Of
% NANCY POWERS
Phone
9043535353
Address
1050 Talleyrand Avenue, Jacksonville, FL 32206

Signing Officer

Name
Nancy Powers
Title
Executive
Phone
9046522230
Signed
2016-05-05
Discuss with paid preparer
Yes

Preparer

Firm
Heinz & Jolles LLP
Address
10375 Centurion Parkway N Ste 115, Jacksonville, FL 32256
Preparer
Jamie M Jolles
Phone
9046522230
Raw XML Appendix358 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/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/RelyingCurrentNtcDsstrAsst1Ind0X
IRS990PF/StatementsRegardingActy4720Grp/RelyingCurrentNtcDsstrAsstInd0X
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01050 TALLEYRAND AVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0JACKSONVILLE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd032206
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0FL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0NANCY POWERS
IRS990PF/StatementsRegardingActyGrp/PhoneNum09043535353
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0NONE
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0LETTER FORM. AMOUNT OF GRANT REQUESTED; PURPOSE OF GRANTEE.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0NANCY POWERS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum09043535353
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt01050 TALLEYRAND AVE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0JACKSONVILLE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd032206
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0SEE ATTACHED STATEMENT
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0WARREN P POWERS
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt047321
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt047321
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0171853
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt089657
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0211246
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt047321
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0163925
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0261510
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0171853
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt089657
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02012
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02011
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0425435
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0472756
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorNum23
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0UNIT INTERNATIONAL
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1Warren Joanne Powers
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm2PATRICK D POWERS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0644 Cesery Blvd Suite 200
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt11050 Talleyrand Avenue
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt28141 EAST KAISER BOULEVARD STE 300
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Jacksonville
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1Jacksonville
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm2ANAHEIM HILLS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd2CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd032211
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd132206
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd292808
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd2X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt065000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt135000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt27000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0242290
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0UNREALIZED LOSS
OtherIncomeSchedule2/OtherIncomeDetail/Desc0federal tax refund
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ROUNDING
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt01376
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0PAYROLL LIABILITIES
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt01360
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt011062
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0PORTFOLIO MANAGEMNET
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt011062
TaxesSchedule/TaxesDetail/Amt0464
TaxesSchedule/TaxesDetail/Amt17650
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt1PAYROLL TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0464
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0NANCY POWERS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE
ReturnHeader/BusinessOfficerGrp/PhoneNum09046522230
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Warren P And Joanne C Powers Charitable
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0WARR
ReturnHeader/Filer/EIN0593156041
ReturnHeader/Filer/InCareOfNm0% NANCY POWERS
ReturnHeader/Filer/PhoneNum09043535353
ReturnHeader/Filer/USAddress/AddressLine1Txt01050 Talleyrand Avenue
ReturnHeader/Filer/USAddress/CityNm0Jacksonville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032206
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Heinz & Jolles LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010375 Centurion Parkway N Ste 115
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Jacksonville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd032256
ReturnHeader/PreparerPersonGrp/PhoneNum09046522230
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMIE M JOLLES
ReturnHeader/ReturnTs02016-11-08T08:54:35-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$972,536
Liabilities
$1,360
Net assets
$971,176
Revenue
$304,795
Expenses
$156,776
Net income
$148,019
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.42$0.42$0.00
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.01$0.00$1.02$0.50$0.40$0.10
2022Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.70$0.56$0.14
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.89$0.00$0.89$0.33$0.45$0.12
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.99$0.00$0.99$0.75$0.67$0.09
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.85$0.00$0.85$0.25$0.37$0.13
2018Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.26$0.37$0.10
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.22$0.00$1.22$0.19$0.12$0.07
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.08$0.00$1.08$0.18$0.14$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.30$0.16$0.15
2014Summary only. Only limited summary data is available for this year.$1.07$0.00$0.17$0.16$0.02
2013Summary only. Only limited summary data is available for this year.$1.11$0.00$0.17$0.16$0.01
2012Summary only. Only limited summary data is available for this year.$1.01$0.00$0.28$0.38$0.09
2011Summary only. Only limited summary data is available for this year.$0.99$0.00$0.22$0.24$0.02