Civic Intelligence

Warren Charite'

990PF • Fiscal year 2019 • EIN 73-0776064

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 16, 2020

Organization Profile
P O Box 470372Tulsa, OK 74147-0372

(918) 492-8100

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

Higher debt load relative to assets than 60% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

60th percentile

0.00x

Higher debt load relative to revenue than 60% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

2nd percentile

-1478%

Higher net margin than 2% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

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.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

3rd percentile

-91%

Faster asset growth than 3% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

6th percentile

-70%

Faster revenue growth than 6% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$71,177

Down $740,099 (-91%) from 2018

Net Assets

Down

$71,177

Down $740,099 (-91%) from 2018

Liabilities

Up

$1

Up $1 from 2018

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin2nd percentile

Revenue

Down

$50,081

Down $118,547 (-70%) from 2018

Expenses

Down

$790,180

Down $150,041 (-16%) from 2018

Net Income

Up

-$740,099

Up $31,494 (+4.1%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth3rd percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $3,385,505Liabilities 2011: $02011Assets 2012: $3,278,899Liabilities 2012: $02012Assets 2013: $3,629,706Liabilities 2013: $02013Assets 2014: $3,527,260Liabilities 2014: $02014Assets 2015: $3,118,511Liabilities 2015: $02015Assets 2016: $2,307,243Liabilities 2016: $0Net Assets 2016: $2,307,2432016Assets 2017: $1,582,869Liabilities 2017: $0Net Assets 2017: $1,582,8692017Assets 2018: $811,276Liabilities 2018: $0Net Assets 2018: $811,2762018Assets 2019: $71,177Liabilities 2019: $1Net Assets 2019: $71,1772019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020

Highlighted filing

2019

Assets$71,177
Liabilities$1
Net Assets$71,177
Open 2019 Filing

Operations Trend

Revenue Growth6th percentile

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

$1.0M$0-$1.0M-$2.0MRevenue 2011: -$261,514Expenses 2011: $841,453Net Income 2011: -$1,102,9672011Revenue 2012: $130,295Expenses 2012: $236,901Net Income 2012: -$106,6062012Revenue 2013: $510,557Expenses 2013: $159,750Net Income 2013: $350,8072013Revenue 2014: $56,299Expenses 2014: $158,745Net Income 2014: -$102,4462014Revenue 2015: $161,517Expenses 2015: $570,266Net Income 2015: -$408,7492015Revenue 2016: -$9,024Expenses 2016: $802,244Net Income 2016: -$811,2682016Revenue 2017: $133,495Expenses 2017: $857,869Net Income 2017: -$724,3742017Revenue 2018: $168,628Expenses 2018: $940,221Net Income 2018: -$771,5932018Revenue 2019: $50,081Expenses 2019: $790,180Net Income 2019: -$740,0992019Revenue 2020: $0Expenses 2020: $1,917Net Income 2020: -$1,9172020

Highlighted filing

2019

Revenue$50,081
Expenses$790,180
Net Income-$740,099
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 16, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
W K Warren JRDirector & President Part-Time-$0--
A N WarrenDirector & Vice-Pres Part-Time-$0--
J K MorganSecretary Part-Time-$0--
M A BuntzTreasurer Pt-Time(Thu 8/6/19)-$0--
R S BeasleyDirector & Treasurer Part-Time-$0--
Filing and Contact Details

Filer

Filer Name
Warren Charite'
EIN
73-0776064
In Care Of
% P A GLENN
Phone
9184928100
Address
P O Box 470372, Tulsa, OK 74147-0372

Signing Officer

Name
Renee Beasley
Title
Treasurer
Phone
9184928100
Signed
2020-11-16
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
4365 EXECUTIVE DR STE 1600, SAN DIEGO, CA 92121
Preparer
Jocelyne Miller
Phone
8585357200
Raw XML Appendix359 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/PersonNm0W K Warren JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1A N Warren
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2J K Morgan
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3M A Buntz
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4R S Beasley
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Director & President PART-TIME
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Director & Vice-Pres PART-TIME
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Secretary PART-TIME
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Treasurer PT-TIME(Thu 8/6/19)
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Director & Treasurer PART-TIME
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
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IRS990PF/StatementsRegardingActyGrp/PhoneNum09184928100
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IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
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IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0GRANT CHAIR
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum09184928100
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 470372
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0TULSA
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd0741470372
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0PREFERENCE TO LOCAL CATHOLIC HEALTH CARE FACILITIES
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0250000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1370000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt21000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3150000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt410000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0General Purpose Of The Organization
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1General Purpose Of The Organization
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2General Purpose Of The Organization
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3General Purpose Of The Organization
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4General Purpose of the Organization
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0University of Notre Dame
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Montereau Inc
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2Juvenile Diabetes Research Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3University of Tulsa
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4Oklahoma Golf Hall of Fame
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO Box 518
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt16800 S Granite Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2907 South Detroit Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3800 S Tucker Dr
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt46218 S LEWIS AVE SUITE 102
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0Suite 1006
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Notre Dame
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Tulsa
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Tulsa
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Tulsa
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Tulsa
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1OK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2OK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3OK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4OK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd046556
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd174136
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd274120
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd374104
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd474136
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0781000
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/AppliedToCurrentYearAmt018396
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt018396
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0879175
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0759387
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0657283
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0388563
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt03451602
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0767194
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0879175
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0759387
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0657283
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0388563
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0785590
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0767194
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt03451602
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02684408
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherIncomeSchedule2/OtherIncomeDetail/Desc0FOREIGN CURRENCY GAIN
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt011
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt011
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX PAID
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RENEE BEASLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum09184928100
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Warren Charite'
ReturnHeader/Filer/BusinessNameControlTxt0WARR
ReturnHeader/Filer/EIN0730776064
ReturnHeader/Filer/InCareOfNm0% P A GLENN
ReturnHeader/Filer/PhoneNum09184928100
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O Box 470372
ReturnHeader/Filer/USAddress/CityNm0Tulsa
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd0741470372
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0D29137D4BABE28D692144212BDB3EA4723D9C448
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0047C777BBD395ADD529156C75D94AFF56594489C
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId031049020203215000030
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-11-16
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0174.244.180.197
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04365 EXECUTIVE DR STE 1600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN DIEGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092121
ReturnHeader/PreparerPersonGrp/PhoneNum08585357200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOCELYNE MILLER
ReturnHeader/ReturnTs02020-11-16T12:20:03-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$71,177
Liabilities
$1
Net assets
$71,177
Revenue
$50,081
Expenses
$790,180
Net income
-$740,099
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.00$0.00$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$0.05$0.79$0.74
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.81$0.00$0.81$0.17$0.94$0.77
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.58$0.00$1.58$0.13$0.86$0.72
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.31$0.00$2.31$0.01$0.80$0.81
2015Summary only. Only limited summary data is available for this year.$3.12$0.00$0.16$0.57$0.41
2014Summary only. Only limited summary data is available for this year.$3.53$0.00$0.06$0.16$0.10
2013Summary only. Only limited summary data is available for this year.$3.63$0.00$0.51$0.16$0.35
2012Summary only. Only limited summary data is available for this year.$3.28$0.00$0.13$0.24$0.11
2011Summary only. Only limited summary data is available for this year.$3.39$0.00$0.26$0.84$1.10
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • <$500k nonprofits