Civic Intelligence

904Ward Inc

EIN 82-2604507 • 501(c)3 • Jacksonville, FL

Profile

904WARD mission is to create racial healing and equity through deep conversations and learning, trusting relationships and collective action.

40 East Adams StreetJacksonville, FL 32202

www.904ward.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

55th percentile

0.09x

Higher debt load relative to assets than 55% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

38th percentile

0.03x

Higher debt load relative to revenue than 38% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

16th percentile

-18%

Higher net margin than 16% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

81st percentile

$144,064

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 11.6% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

5th percentile

-38%

Faster asset growth than 5% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

18th percentile

-17%

Faster revenue growth than 18% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Assets

Down

$390,953

Down $241,400 (-38%) from 2024

Liabilities

Down

$36,591

Down $19,772 (-35%) from 2024

Net Assets

Down

$354,362

Down $221,628 (-38%) from 2024

Revenue

Down

$1,237,288

Down $246,217 (-17%) from 2024

Expenses

Down

$1,458,916

Down $174,616 (-11%) from 2024

Net Income

Down

-$221,628

Down $71,601 (-48%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2020: $7,955Liabilities 2020: $02020Assets 2021: $369,093Liabilities 2021: $33Net Assets 2021: $369,0602021Assets 2022: $1,045,992Liabilities 2022: $28,046Net Assets 2022: $1,017,9462022Assets 2023: $767,091Liabilities 2023: $68,639Net Assets 2023: $698,4522023Assets 2024: $632,353Liabilities 2024: $56,363Net Assets 2024: $575,9902024Assets 2025: $390,953Liabilities 2025: $36,591Net Assets 2025: $354,3622025

Highlighted filing

2025

Assets$390,953
Liabilities$36,591
Net Assets$354,362

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2020: $2,827Expenses 2020: $0Net Income 2020: $2,8272020Revenue 2021: $498,489Expenses 2021: $137,311Net Income 2021: $361,1782021Revenue 2022: $1,199,808Expenses 2022: $551,714Net Income 2022: $648,0942022Revenue 2023: $1,077,251Expenses 2023: $1,397,879Net Income 2023: -$320,6282023Revenue 2024: $1,483,505Expenses 2024: $1,633,532Net Income 2024: -$150,0272024Revenue 2025: $1,237,288Expenses 2025: $1,458,916Net Income 2025: -$221,6282025

Highlighted filing

2025

Revenue$1,237,288
Expenses$1,458,916
Net Income-$221,628

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 5, 2025
Return Version
2024v5.2
Gross Receipts
$1,237,288
Mission and Program Overview

Mission

904WARD mission is to create racial healing and equity through deep conversations and learning, trusting relationships and collective action.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$575,990$354,362▼ $221,628
Savings and Temporary Cash Investments$509,849$216,621▼ $293,228
Cash and Non-Interest-Bearing Accounts$122,004$167,797▲ $45,793
Pledges and Grants Receivable-$2,887-
Prepaid Expenses and Deferred Charges-$2,033-
Accounts Receivable$500$1,615▲ $1,115
Pd in Cap Srpls Land Bldg Eqp Fund$0--
Total Assets$632,353$390,953▼ $241,400
Liabilities
Accounts Payable and Accrued Expenses$56,363$36,591▼ $19,772
Total Liabilities$56,363$36,591▼ $19,772
Net Assets / Fund Balance
Total Net Assets Fund Balance$575,990$354,362▼ $221,628
Total Liabilities and Net Assets / Fund Balance$632,353$390,953▼ $241,400
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kimberly AllenFormer Chief Executive OfficerFT$129,707$14,357$144,064
Kimberly Allen--$129,653$14,411$144,064
Lorin Thies--$104,230$26,167$130,397
Regina Newkirk--$104,434$17,669$122,103
Lorin ThiesEmployeeFT$104,230$14,666$118,896
Regina NewkirkEmployeeFT$104,434$5,963$110,397

Board Members and Trustees

NameTitle
Dr Maira MarteloBoard Chair
Lynn ShermanPresident
Tammi McgriffVice Chair
Alicia SomersDirector
Aysia GilbertDirector
Melanie PatzDirector
Patrick GriggsDirector
Tracy TouseyDirector
Dr Audrieanna BurginChief Executive Officer
Dr Jametoria BurtonSecretary
Trey CsarTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,065,682
Program Service Revenue
$154,319
Investment Income
$6,772
Other Revenue
$10,515
All Other Contributions
$1,065,682
Change in Net Assets
$-221,628
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$748,233
Salaries, Compensation, and Employee Benefits$680,683
Total Fundraising Expense$143,094
Grants and Similar Amounts Paid$30,000
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$370,271$90,214$103,351$563,836
Fees for Services Management$426,517$4,184$7,500$438,201
Other Employee Benefits$48,451$11,805$13,524$73,780
Office Expenses$52,647$12,617$4,801$70,065
Travel$58,679$3,307$0$61,986
Conferences and Meetings$37,250$8,937$180$46,367
Payroll Taxes$28,282$6,891$7,894$43,067
Fees for Services Accounting$0$37,260$0$37,260
Advertising$22,859$10,808$0$33,667
Grants to Domestic Orgs$30,000--$30,000
Information Technology$24,997$1,798$2,083$28,878
Occupancy$13,717$3,318$3,761$20,796
Fees for Services Legal$2,576$589$0$3,165
Other Expenses$0$420$0$420
Total Functional Expenses$1,121,934$193,888$143,094$1,458,916
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
904ward Inc
EIN
82-2604507
Phone
8339049273
Address
40 East Adams Street, JACKSONVILLE, FL 32202

Signing Officer

Name
Tammi Mcgriff
Title
Vice Chair
Phone
8339049273
Signed
2025-11-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dr Audrieanna Burgin
Formed
2017
Legal Domicile
Fl
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
145

Preparer

Firm
Fisher Tousey Leas & Ball
Address
501 RIVERSIDE AVE STE 700, JACKSONVILLE, FL 32202
Preparer
Clay B Tousey Iii
Phone
9043562600
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

A copy of the return is provided to the organization to review prior to the return being filed.

Pt VI, Line 19

The organization provides its governing documents, conflict of interest policy and financial statements to the public on request. In addition, copies of the 2020 form 990ez and the 2021-2022 forms 990 are available on the irs website.

Pt VI, Line 12C

The organization adopted a conflict of interest policy. Annually, the directors, officers and trustees certify compliance with the policy by executing an annual certificate of compliance with the conflict of interest policy.

Pt VI, Line 15A

Salary is determined by reviewing a bi-annually nonprofit sector compensation report that is specific to northeast forida. The hr & compensations committee reviewed the range and averages for the positions, degree level desired, and other experiences relevant to the job. They presented an offer to the board for approval.

Pt VI, Line 15B

Salary is determined by reviewing a bi-annually nonprofit sector compensation report that is specific to northeast florida. The hr & compensations committee reviewed the range and averages for the positions and determined a range for any offers, which is posted on the job description. A budget and position is presented to the board for approval. An offer based on skills, experience and qualifications is made to the applicant.

Pt III, Line 3

Other program services include advocacy, jacksonville bicentennial, research and volunteer services

Form 990, Part III, Line 4D

Other program services include: 483526. 0. 165238.

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