Civic Intelligence

Amelia and Michael Warner Foundation Inc.

990PF • Fiscal year 2022 • EIN 82-3721211

Jan 01, 2022 to Dec 31, 2022 • Filed on May 11, 2023

5149 Avalaire Oaks DriveRaleigh, NC 27614

(865) 912-4648

Siviq Scores

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

Liabilities / Assets

69th percentile

0.00x

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

2022 filings • NTEE T • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

69th percentile

0.00x

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

2022 filings • NTEE T • $500k-$1M nonprofits • Source year 2022

Net Margin

35th percentile

-41%

Higher net margin than 35% of similar nonprofits.

2022 filings • NTEE T • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2022 filings • NTEE T • $500k-$1M nonprofits • Source year 2022

Asset Growth

54th percentile

-2.5%

Faster asset growth than 54% of similar nonprofits.

2022 filings • NTEE T • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

28th percentile

-52%

Faster revenue growth than 28% of similar nonprofits.

2022 filings • NTEE T • $500k-$1M nonprofits • Annualized from 2021 to 2022

Assets

Down

$991,806

Down $25,650 (-2.5%) from 2021

Net Assets

Down

$991,806

Down $25,650 (-2.5%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Down

$63,038

Down $68,480 (-52%) from 2021

Expenses

Up

$88,688

Up $9,972 (+13%) from 2021

Net Income

Down

-$25,650

Down $78,452 (-149%) from 2021

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 2018: $1,036,399Liabilities 2018: $0Net Assets 2018: $1,036,3992018Assets 2019: $998,630Liabilities 2019: $0Net Assets 2019: $998,6302019Assets 2020: $964,654Liabilities 2020: $0Net Assets 2020: $964,6542020Assets 2021: $1,017,456Liabilities 2021: $0Net Assets 2021: $1,017,4562021Assets 2022: $991,806Liabilities 2022: $0Net Assets 2022: $991,8062022Assets 2023: $966,924Liabilities 2023: $0Net Assets 2023: $966,9242023Assets 2024: $945,045Liabilities 2024: $0Net Assets 2024: $945,0452024

Highlighted filing

2022

Assets$991,806
Liabilities$0
Net Assets$991,806

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2018: $40,165Expenses 2018: $3,766Net Income 2018: $36,3992018Revenue 2019: $19,091Expenses 2019: $56,860Net Income 2019: -$37,7692019Revenue 2020: $31,351Expenses 2020: $65,327Net Income 2020: -$33,9762020Revenue 2021: $131,518Expenses 2021: $78,716Net Income 2021: $52,8022021Revenue 2022: $63,038Expenses 2022: $88,688Net Income 2022: -$25,6502022Revenue 2023: $6,286Expenses 2023: $31,168Net Income 2023: -$24,8822023Revenue 2024: $51,871Expenses 2024: $73,750Net Income 2024: -$21,8792024

Highlighted filing

2022

Revenue$63,038
Expenses$88,688
Net Income-$25,650
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 11, 2023
Return Version
2022v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
AMELIA WARNERPresidentPT$0--
MICHAEL WARNERSecretary/TreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Amelia and Michael Warner
EIN
82-3721211
Phone
8659124648
Address
5149 AVALAIRE OAKS DRIVE, RALEIGH, NC 27614

Signing Officer

Name
Michael Warner
Title
Secretary/treasurer
Phone
8659124648
Signed
2023-05-11
Discuss with paid preparer
Yes

Preparer

Firm
Blackman & Sloop Cpas Pa
Address
1414 RALEIGH ROAD SUITE 300, CHAPEL HILL, NC 27517
Preparer
Elizabeth Mauch
Phone
9199428700
Raw XML Appendix368 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1TO CARRY OUT EXEMPT PURPOSE OF ORGANIZATION.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2TO CARRY OUT EXEMPT PURPOSE OF ORGANIZATION.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3TO CARRY OUT EXEMPT PURPOSE OF ORGANIZATION.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4TO CARRY OUT EXEMPT PURPOSE OF ORGANIZATION.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5TO CARRY OUT EXEMPT PURPOSE OF ORGANIZATION.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0NC SPINAL CORD INJURY ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1PAT CONROY LITERACY CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2RAVENSCROFT SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3WAKE FOREST UNIVERSITY - ATHLETICS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4WAKE FOREST UNIVERSITY - PRO HUMANITATE SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5ALLIANCE FOR A HEALTHIER GENERATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt07980 CHAPEL HILL ROAD SUITE 101
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1905 PORT REPUBLIC STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt27409 FALLS OF NEUSE ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3499 DEACON BOULEVARD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4PO BOX 7227
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt51028 SE WATER AVENUE SUITE 215
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BEAUFORT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3WINSTON SALEM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4WINSTON SALEM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5PORTLAND
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt045257
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt048074
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt077125
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt02817
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ACCOUNT MAINTENANCE FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt08512
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt08512
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0253
OtherIncomeSchedule2/OtherIncomeDetail/Desc0MISCELLANEOUS INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0253
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0253
TaxesSchedule/TaxesDetail/Amt03051
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL WARNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08659124648
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AMELIA AND MICHAEL WARNER
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0AMEL
ReturnHeader/Filer/EIN0823721211
ReturnHeader/Filer/PhoneNum08659124648
ReturnHeader/Filer/USAddress/AddressLine1Txt05149 AVALAIRE OAKS DRIVE
ReturnHeader/Filer/USAddress/CityNm0RALEIGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027614
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0561304727
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BLACKMAN & SLOOP CPAS PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01414 RALEIGH ROAD SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHAPEL HILL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027517
ReturnHeader/PreparerPersonGrp/PhoneNum09199428700
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ELIZABETH MAUCH
ReturnHeader/ReturnTs02023-05-11T16:12:46-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MICHAEL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WARNER
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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