Civic Intelligence

904Ward Inc.

990 • Fiscal year 2024 • EIN 82-2604507

Jul 01, 2023 to Jun 30, 2024 • Filed on May 12, 2025

40 East Adams StreetJacksonville, FL 32202

(833) 904-9273

Siviq Scores

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

Liabilities / Assets

55th percentile

0.09x

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

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

40th percentile

0.04x

Higher debt load relative to revenue than 40% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

22nd percentile

-10%

Higher net margin than 22% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

80th percentile

$141,665

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 9.5% of source-year revenue.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

9th percentile

-18%

Faster asset growth than 9% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

78th percentile

38%

Faster revenue growth than 78% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Down

$632,353

Down $134,738 (-18%) from 2023

Net Assets

Down

$575,990

Down $122,462 (-18%) from 2023

Liabilities

Down

$56,363

Down $12,276 (-18%) from 2023

Revenue

Up

$1,483,505

Up $406,254 (+38%) from 2023

Expenses

Up

$1,633,532

Up $235,653 (+17%) from 2023

Net Income

Up

-$150,027

Up $170,601 (+53%) from 2023

Historical Trend

Balance Sheet Trend

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

$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

2024

Assets$632,353
Liabilities$56,363
Net Assets$575,990

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2024

Revenue$1,483,505
Expenses$1,633,532
Net Income-$150,027
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 12, 2025
Return Version
2023v6.0
Gross Receipts
$1,483,505
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$698,452$575,990▼ $122,462
Savings and Temporary Cash Investments$17$509,849▲ $509,832
Cash and Non-Interest-Bearing Accounts$753,974$122,004▼ $631,970
Accounts Receivable$13,100$500▼ $12,600
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Total Assets$767,091$632,353▼ $134,738
Liabilities
Accounts Payable and Accrued Expenses$68,639$56,363▼ $12,276
Total Liabilities$68,639$56,363▼ $12,276
Net Assets / Fund Balance
Total Net Assets Fund Balance$698,452$575,990▼ $122,462
Total Liabilities and Net Assets / Fund Balance$767,091$632,353▼ $134,738
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kimberly a AllenChief Executive OfficerFT$125,774$15,891$141,665

Board Members and Trustees

NameTitle
Lynn ShermanPresident
Dr Maira MarteloVice President
Aysia GilbertDirector
DR DAVID JAMISON PhDDirector
Deirdre ConnerDirector
Melanie PatzDirector
Patrick GriggsDirector
Tammi McgriffDirector
Trey CsarDirector
Dr Jametoria BurtonSecretary
Alicia SomersTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$573,499
Program Service Revenue
$890,969
Investment Income
$8,167
Other Revenue
$10,870
All Other Contributions
$573,499
Change in Net Assets
$-150,027
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$978,209
Salaries, Compensation, and Employee Benefits$655,323
Total Fundraising Expense$130,057
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$356,964$86,971$99,637$543,572
Fees for Services Management$507,007$7,801$0$514,808
Office Expenses$135,929$9,754$7,680$153,363
Travel$93,926$3,967$411$98,304
Other Employee Benefits$45,556$11,099$12,716$69,371
Fees for Services Other$51,681$0$0$51,681
Payroll Taxes$27,830$6,781$7,769$42,380
Fees for Services Accounting$0$35,377$0$35,377
Advertising$30,239$2,657$0$32,896
Information Technology$24,971$2,040$1,642$28,653
Other Expenses$18,684$0$202$18,886
Insurance$0$4,243$0$4,243
Fees for Services Legal$164$215$0$379
Total Functional Expenses$1,315,242$188,233$130,057$1,633,532
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
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
Kimberly Allen
Title
Chief Executive Officer
Phone
8339049273
Signed
2025-05-12
Discuss with paid preparer
Yes

Organization Details

Formed
2017
Legal Domicile
Fl
Voting Board Members
12
Independent Board Members
12
Employees
7
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 past 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, then presented kimberly allen with a contract stating the amount and terms.

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 skills, experience and qualifications is made to the applicant.

Other

Part III, Line 4 d. OTHER PROGRAM SERVICES INCLUDE COMMUNITY FORUMS, LITTLE FREE DIVERSE LIBRARIES, MOVING THE MARGINS AND VOLUNTEER SERVICES

Pt XI

Line 9, OTHER MISCELLANEOUS ADJUSTMENT - INCREASE TO NET ASSET VALUE. RETURN IS DUE PRIOR TO THE COMPLETION OF THE FINANCIAL STATEMENT.

Form 990, Part III, Line 4D

Other program services include Community Forums 686905. 0. 1227714.

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IRS990/OtherRevenueMiscGrp/BusinessCd1813311
IRS990/OtherRevenueMiscGrp/BusinessCd2813311
IRS990/OtherRevenueMiscGrp/Desc0Other Miscellaneous Income
IRS990/OtherRevenueMiscGrp/Desc1Expense Refund
IRS990/OtherRevenueMiscGrp/Desc2Consulting Services
IRS990/OtherRevenueMiscGrp/ExclusionAmt00
IRS990/OtherRevenueMiscGrp/ExclusionAmt10
IRS990/OtherRevenueMiscGrp/ExclusionAmt20
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0607
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt12763
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt27500
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0607
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt12763
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt27500
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt00
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt10
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt20
IRS990/OtherRevenueTotalAmt010870
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt07769
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt06781
IRS990/PayrollTaxesGrp/ProgramServicesAmt027830
IRS990/PayrollTaxesGrp/TotalAmt042380
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0KIMBERLY ALLEN
IRS990/PriorPeriodAdjustmentsAmt07484
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0813311
IRS990/ProgramServiceRevenueGrp/BusinessCd1813311
IRS990/ProgramServiceRevenueGrp/BusinessCd2813311
IRS990/ProgramServiceRevenueGrp/BusinessCd3813311
IRS990/ProgramServiceRevenueGrp/BusinessCd4813311
IRS990/ProgramServiceRevenueGrp/Desc0Advocacy
IRS990/ProgramServiceRevenueGrp/Desc1Center for Corp. Comm. Equity
IRS990/ProgramServiceRevenueGrp/Desc2Jacksonville Comm. Remembrance Proj.
IRS990/ProgramServiceRevenueGrp/Desc3Little Free Libraries
IRS990/ProgramServiceRevenueGrp/Desc4Fiscal Agency
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/ExclusionAmt10
IRS990/ProgramServiceRevenueGrp/ExclusionAmt20
IRS990/ProgramServiceRevenueGrp/ExclusionAmt30
IRS990/ProgramServiceRevenueGrp/ExclusionAmt40
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0569756
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1193655
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt253358
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt331105
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt424292
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt10
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt20
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt30
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt40
IRS990/ProgSrvcAccomActy2Grp/Desc0JACKSONVILLE COMMUNITY REMEMBRANCE PROJECT. Sponsor pilgrimages to Montgomery, Alabama to visit our partner organization, the Equal Justice Initiative.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0142518
IRS990/ProgSrvcAccomActy2Grp/GrantAmt00
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt053358
IRS990/ProgSrvcAccomActy3Grp/Desc0Center for Corporate & Community Equity. Partnered with organizations accross the state to host listening sessions that would aid in the development of solutions to health challenges in their communities. Working with organizations to review their policies and procedures to ensure respectful work environments.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0187706
IRS990/ProgSrvcAccomActy3Grp/GrantAmt00
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0193655
IRS990/ProgSrvcAccomActyOtherGrp/Desc0Other program services include Community Forums Little Free Diverse Libraries, Moving the Margins and Volunteer Services.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0686905
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt00
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt01227714
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0590995
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0104783
IRS990/PYOtherExpensesAmt0760176
IRS990/PYProgramServiceRevenueAmt0486256
IRS990/PYRevenuesLessExpensesAmt0-320628
IRS990/PYSalariesCompEmpBnftPaidAmt0532920
IRS990/PYTotalExpensesAmt01397879
IRS990/PYTotalRevenueAmt01077251
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-150027
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0569756
IRS990/SavingsAndTempCashInvstGrp/BOYAmt017
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0509849
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Other Income Part III, Line 12 Description: Misc. Other Income 2022: 1420. Description: Expense Refunds 2022: 4477. Description: Special Fundraising and Events 2022: 21985. Description: Income Contributions 2022: 175.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Pt III Ln 12
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0915933
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0492179
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0489495
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02684
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt03318410
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt08167
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt057
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt08224
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt049051
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0133260
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt011276
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt04628
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0143
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0198358
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt08167
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt057
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt08224
IRS990ScheduleA/InvestmentIncomeCYPct00.00230
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt028057
IRS990ScheduleA/OtherIncome509Grp/TotalAmt028057
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.98980
IRS990ScheduleA/PublicSupportPY509Pct00.98650
IRS990ScheduleA/PublicSupportTotal509Amt03516768
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00

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