Civic Intelligence

T J Ward Foundation

990EZ • Fiscal year 2017 • EIN 80-0777306

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 15, 2018

T C M - 101 Montgomery StSan Francisco, CA 94104

(415) 538-3600

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

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

Liabilities / Revenue

56th percentile

0.00x

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

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

Net Margin

64th percentile

10%

Higher net margin than 64% 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

89th percentile

77%

Faster asset growth than 89% of similar nonprofits.

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

Revenue Growth

97th percentile

266%

Faster revenue growth than 97% of similar nonprofits.

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

Assets

Up

$20,976

Up $9,158 (+77%) from 2016

Net Assets

Up

$20,976

Up $9,509 (+83%) from 2016

Liabilities

Down

$0

Down $351 (-100%) from 2016

Revenue

Up

$109,938

Up $79,911 (+266%) from 2016

Expenses

Up

$98,650

Up $70,708 (+253%) from 2016

Net Income

Up

$11,288

Up $9,203 (+441%) from 2016

Historical Trend

Balance Sheet Trend

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

$30K$20K$10K$0Assets 2016: $11,818Liabilities 2016: $351Net Assets 2016: $11,4672016Assets 2017: $20,976Liabilities 2017: $0Net Assets 2017: $20,9762017Assets 2018: $10,106Liabilities 2018: $0Net Assets 2018: $10,1062018Assets 2019: $5,909Liabilities 2019: $0Net Assets 2019: $5,9092019Assets 2024: $9,648Net Assets 2024: $9,6482024

Highlighted filing

2017

Assets$20,976
Liabilities$0
Net Assets$20,976

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2016: $30,027Expenses 2016: $27,942Net Income 2016: $2,0852016Revenue 2017: $109,938Expenses 2017: $98,650Net Income 2017: $11,2882017Revenue 2018: $32,700Expenses 2018: $44,989Net Income 2018: -$12,2892018Expenses 2019: $2,6282019Revenue 2024: $85,404Expenses 2024: $113,630Net Income 2024: -$28,2262024

Highlighted filing

2017

Revenue$109,938
Expenses$98,650
Net Income$11,288
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 15, 2018
Return Version
2017v2.2
Gross Receipts
$109,938
Mission and Program Overview

Mission

SEE ATTACHED SCHEDULE O

Program Services

DescriptionGrantsExpenses
THE SPECIFIC PURPOSE OF THIS CORPORATION IS TO ENHANCE THE LIVES OF YOUNG PEOPLE IN UNDERPRIVILEGED COMMUNITIES ACROSS THE COUNTRY BY SUPPORTING PROGRAMS WHICH FOCUS ON EDUCATION-$6,544
PHYSICAL FITNESS AND HEALTH AND WHICH ARE BASED ON THE SOCIOECONOMIC EDUCATIONAL AND PHYSICAL NEEDS OF YOUNG MEN AND WOMEN--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LANEITA J WARDSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tourney$68,838$68,838-$68,838
Total Events$68,838$68,838-$68,838
Filing and Contact Details

Filer

Filer Name
T J Ward Foundation
EIN
80-0777306
Address
T C M - 101 MONTGOMERY ST, SAN FRANCISCO, CA 94104

Signing Officer

Name
Terrel R Ward Jr
Title
President
Phone
4155383600
Signed
2018-11-15
Discuss with paid preparer
Yes

Preparer

Firm
The George Lin Organization
Address
9854 National Boulevard Ste 236, Los Angeles, CA 90034-2713
Preparer
G P Lin CPA
Phone
3109688803
Supplemental Narrative

Additional Explanations

General explanation attachment

Part iii- statement of program service accomplishments:-the specific purpose of this corporation is to enhance the lives of young people in underprivileged communities across the country by supporting programs which focus on education, physical fitness and health, and which are based on the socioeconomic, educational, and physical needs of young men and women.

Description of other revenue Part I line 8

Description amountdeposits 11,500

Description of other expenses Part I line 16

Description amountadministration 200auto expenses 149program expenses 6,544misc expenses 2,143other expenses 7,456meals and entertainment 8,666golf tournament expenses 29,120retail expenses 13,769travel expense 29,901website expense 502

Other changes in net assets or fund balances Part I line 20

Description amountadjust boy cash bal to actual (2,442)misc adjustment 663

Description of total liabilities Part II line 26

Category beginning of year end of yearcredit card payable 351 0

Raw XML Appendix146 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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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN FRANCISCO
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PHYSICAL FITNESS AND HEALTH AND WHICH ARE BASED ON THE SOCIOECONOMIC EDUCATIONAL AND PHYSICAL NEEDS OF YOUNG MEN AND WOMEN
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0141676
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt011500
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0212376
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IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/LicensedStatesCd0CA
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PART III- STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS:-THE SPECIFIC PURPOSE OF THIS CORPORATION IS TO ENHANCE THE LIVES OF YOUNG PEOPLE IN UNDERPRIVILEGED COMMUNITIES ACROSS THE COUNTRY BY SUPPORTING PROGRAMS WHICH FOCUS ON EDUCATION, PHYSICAL FITNESS AND HEALTH, AND WHICH ARE BASED ON THE SOCIOECONOMIC, EDUCATIONAL, AND PHYSICAL NEEDS OF YOUNG MEN AND WOMEN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTDEPOSITS 11,500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION AMOUNTADMINISTRATION 200AUTO EXPENSES 149PROGRAM EXPENSES 6,544MISC EXPENSES 2,143OTHER EXPENSES 7,456MEALS AND ENTERTAINMENT 8,666GOLF TOURNAMENT EXPENSES 29,120RETAIL EXPENSES 13,769TRAVEL EXPENSE 29,901WEBSITE EXPENSE 502
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION AMOUNTADJUST BOY CASH BAL TO ACTUAL (2,442)MISC ADJUSTMENT 663
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CATEGORY BEGINNING OF YEAR END OF YEARCREDIT CARD PAYABLE 351 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0General explanation attachment
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other changes in net assets or fund balances Part I line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Description of total liabilities Part II line 26
ReturnHeader/BuildTS02019-02-21 02:37:17Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0TERREL R WARD JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04155383600
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-15
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ReturnHeader/Filer/EIN0800777306
ReturnHeader/Filer/USAddress/AddressLine1Txt0T C M - 101 MONTGOMERY ST
ReturnHeader/Filer/USAddress/CityNm0SAN FRANCISCO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0104.173.229.197
ReturnHeader/FilingSecurityInformation/IPDt02018-11-08
ReturnHeader/FilingSecurityInformation/IPTm015:07:56
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0200958188
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0The George Lin Organization
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09854 National Boulevard Ste 236
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Los Angeles
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0900342713
ReturnHeader/PreparerPersonGrp/PhoneNum03109688803
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0G P Lin CPA
ReturnHeader/ReturnTs02018-11-08T15:06:28-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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