Civic Intelligence

Warren Penn Charitable Tr

990 • Fiscal year 2020 • EIN 95-7110636

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 11, 2021

Organization Profile
222 Pennsylvania Ave Ste 200Winter Park, FL 32789

(407) 647-2899

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

15th percentile

0.00x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

99th percentile

99%

Higher net margin than 99% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

37th percentile

$0

Higher top officer pay than 37% of similar nonprofits.

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

60th percentile

11%

Faster asset growth than 60% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

95th percentile

161%

Faster revenue growth than 95% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$1,460,208

Up $139,248 (+11%) from 2019

Net Assets

Up

$1,460,208

Up $139,999 (+11%) from 2019

Liabilities

Down

$0

Down $751 (-100%) from 2019

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin99th percentile

Revenue

Up

$140,828

Up $86,789 (+161%) from 2019

Expenses

Down

$748

Down $95 (-11%) from 2019

Net Income

Up

$140,080

Up $86,884 (+163%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $704,786Liabilities 2011: $1,232Net Assets 2011: $703,5542011Assets 2012: $710,168Liabilities 2012: $0Net Assets 2012: $710,1682012Assets 2013: $745,033Liabilities 2013: $0Net Assets 2013: $745,0332013Assets 2014: $951,726Liabilities 2014: $0Net Assets 2014: $951,7262014Assets 2015: $1,014,888Liabilities 2015: $0Net Assets 2015: $1,014,8882015Assets 2016: $1,296,711Liabilities 2016: $651Net Assets 2016: $1,296,0602016Assets 2017: $1,249,881Liabilities 2017: $0Net Assets 2017: $1,249,8812017Assets 2018: $1,267,302Liabilities 2018: $0Net Assets 2018: $1,267,3022018Assets 2019: $1,320,960Liabilities 2019: $751Net Assets 2019: $1,320,2092019Assets 2020: $1,460,208Liabilities 2020: $0Net Assets 2020: $1,460,2082020Assets 2021: $1,444,087Liabilities 2021: $0Net Assets 2021: $1,444,0872021Assets 2022: $1,390,648Liabilities 2022: $0Net Assets 2022: $1,390,6482022Assets 2023: $1,268,753Liabilities 2023: $0Net Assets 2023: $1,268,7532023Assets 2024: $1,215,669Liabilities 2024: $0Net Assets 2024: $1,215,6692024

Highlighted filing

2020

Assets$1,460,208
Liabilities$0
Net Assets$1,460,208
Open 2020 Filing

Operations Trend

Revenue Growth95th percentile

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

$400K$200K$0-$200KRevenue 2011: -$6,804Expenses 2011: $3,154Net Income 2011: -$9,9582011Revenue 2012: $9,173Expenses 2012: $2,396Net Income 2012: $6,7772012Revenue 2013: $37,300Expenses 2013: $2,232Net Income 2013: $35,0682013Revenue 2014: $208,480Expenses 2014: $1,591Net Income 2014: $206,8892014Revenue 2015: $65,648Expenses 2015: $2,269Net Income 2015: $63,3792015Revenue 2016: $283,531Expenses 2016: $2,208Net Income 2016: $281,3232016Revenue 2017: -$43,582Expenses 2017: $2,391Net Income 2017: -$45,9732017Revenue 2018: $19,194Expenses 2018: $1,557Net Income 2018: $17,6372018Revenue 2019: $54,039Expenses 2019: $843Net Income 2019: $53,1962019Revenue 2020: $140,828Expenses 2020: $748Net Income 2020: $140,0802020Revenue 2021: $59,695Expenses 2021: $75,816Net Income 2021: -$16,1212021Revenue 2022: $22,383Expenses 2022: $75,822Net Income 2022: -$53,4392022Revenue 2023: -$44,904Expenses 2023: $76,991Net Income 2023: -$121,8952023Revenue 2024: $21,916Expenses 2024: $75,000Net Income 2024: -$53,0842024

Highlighted filing

2020

Revenue$140,828
Expenses$748
Net Income$140,080
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 11, 2021
Return Version
2020v4.0
Gross Receipts
$140,828
Mission and Program Overview

Mission

The warren penn charitable trust is organized and operated for the benefit of the university of pennsylvania school of engineering. The trust will distribute to the university of pennsylvnia all of the net income of the trust and any principal the trustees designate at any time to support activities and programs of the school of engineering at the university of pennsylvania.

The warren penn charitable trust is organized for the benefit of the university of pennsylvania school of engineering. The trust will distribute to the university of pennsylvania all the net income of the trust and any principal the trustees designate at any time to support the activities and programs of the school of engineering at the university of pennsylvania.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,084,729$1,084,729→ $0
Cap Stk Tr Prin Current Funds$750,746$750,746→ $0
Rtn Earn Endowment Incm Other Fnds$569,463$709,462▲ $139,999
Cash and Non-Interest-Bearing Accounts$64,833$340,721▲ $275,888
Savings and Temporary Cash Investments$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Land, Buildings, and Equipment, Net$0--
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$1,320,960$1,460,208▲ $139,248
Other Assets Total$171,398$34,758▼ $136,640
Liabilities
Other Liabilities$751--
Total Liabilities$751$0▼ $751
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,320,209$1,460,208▲ $139,999
Total Liabilities and Net Assets / Fund Balance$1,320,960$1,460,208▲ $139,248
Compensation and Service Providers
Top Officer Pay37th percentile

Board Members and Trustees

NameTitle
Frederick J WarrenTrustee
Lucille DodgeTrustee
Robin Grace WarrenTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$140,259
Other Revenue
$569
Change in Net Assets
$140,080
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$748
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Accounting-$675-$675
Other Expenses$0$73$0$73
Total Functional Expenses$0$748$0$748
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8A

“NONE REQUIRED.”

Form 990, Part VI, Section A, Line 8B

“NONE REQUIRED.”

Form 990, Part VI, Section B, Line 11B

“No review was or will be conducted.”

Form 990, Part VI, Section C, Line 18

“If the governing documents (articles of incorporation, bylaws, and constitution) conflict of interest policy, and financial statements of our organization are subject to federal public disclosure rules (or state public disclosure rules), these documents will be made publicly available as applicable law may require. Otherwise, the governing documents, conflicts of interest policy, and financial statements will be provided to the public at the discretion of management.”

Form 990, Part VI, Section C, Line 19

“If the governing documents (articles of incorporation, bylaws, and constitution) conflict of interest policy, and financial statements of our organization are subject to federal public disclosure rules (or state public disclosure rules), these documents will be made publicly available as applicable law may require. Otherwise, the governing documents, conflicts of interest policy, and financial statements will be provided to the public at the discretion of management.”

Filing and Contact Details

Filer

Filer Name
Warren Penn Charitable Tr
EIN
95-7110636
Phone
4076472899
Address
222 PENNSYLVANIA AVE STE 200, WINTER PARK, FL 32789

Signing Officer

Name
Frederick Warren
Title
Trustee
Phone
4076472899
Signed
2021-11-11

Organization Details

Principal Officer
Frederick J Warren
Formed
2001
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
0
Employees
0
Volunteers
0
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Sage venture partners llc non deductible expenses”

Raw XML Appendix347 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.

Path#Value
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0207000
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0207000
IRS990ScheduleA/TotalSupportAmt0207000
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearAmt00
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NONE REQUIRED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NONE REQUIRED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3IF THE GOVERNING DOCUMENTS (ARTICLES OF INCORPORATION, BYLAWS, AND CONSTITUTION) CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS OF OUR ORGANIZATION ARE SUBJECT TO FEDERAL PUBLIC DISCLOSURE RULES (OR STATE PUBLIC DISCLOSURE RULES), THESE DOCUMENTS WILL BE MADE PUBLICLY AVAILABLE AS APPLICABLE LAW MAY REQUIRE. OTHERWISE, THE GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND FINANCIAL STATEMENTS WILL BE PROVIDED TO THE PUBLIC AT THE DISCRETION OF MANAGEMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4IF THE GOVERNING DOCUMENTS (ARTICLES OF INCORPORATION, BYLAWS, AND CONSTITUTION) CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS OF OUR ORGANIZATION ARE SUBJECT TO FEDERAL PUBLIC DISCLOSURE RULES (OR STATE PUBLIC DISCLOSURE RULES), THESE DOCUMENTS WILL BE MADE PUBLICLY AVAILABLE AS APPLICABLE LAW MAY REQUIRE. OTHERWISE, THE GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND FINANCIAL STATEMENTS WILL BE PROVIDED TO THE PUBLIC AT THE DISCRETION OF MANAGEMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5SAGE VENTURE PARTNERS LLC NON DEDUCTIBLE EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, Line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, Line 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part XI, Line 9
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01320960
IRS990/TotalAssetsEOYAmt01460208
IRS990/TotalAssetsGrp/BOYAmt01320960
IRS990/TotalAssetsGrp/EOYAmt01460208
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0748
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0748
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0751
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt0751
IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01460208
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt00
IRS990/TotalOtherProgSrvcGrantAmt00
IRS990/TotalOtherProgSrvcRevenueAmt00
IRS990/TotalProgramServiceExpensesAmt00
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0140828
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0140828
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01320960
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01460208
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/USAddress/AddressLine1Txt0222 PENNSYLVANIA AVE STE 200
IRS990/USAddress/CityNm0WINTER PARK
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd032789
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt00
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/LastSubmissionRqrOOBCd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd011
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Frederick Warren
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum04076472899
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WARREN PENN CHARITABLE TR
ReturnHeader/Filer/BusinessNameControlTxt0WARR
ReturnHeader/Filer/EIN0957110636
ReturnHeader/Filer/PhoneNum04076472899
ReturnHeader/Filer/USAddress/AddressLine1Txt0222 PENNSYLVANIA AVE STE 200
ReturnHeader/Filer/USAddress/CityNm0WINTER PARK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032789
ReturnHeader/ReturnTs02021-11-11T12:12:52-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,460,208
Liabilities
$0
Net assets
$1,460,208
Revenue
$140,828
Expenses
$748
Net income
$140,080
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.22$0.00$1.22$0.02$0.08$0.05
2023Summary only. Only limited summary data is available for this year.$1.27$0.00$1.27$0.04$0.08$0.12
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.39$0.00$1.39$0.02$0.08$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.44$0.00$1.44$0.06$0.08$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.14$0.00$0.14
2019Summary only. Only limited summary data is available for this year.$1.32$0.00$1.32$0.05$0.00$0.05
2018Summary only. Only limited summary data is available for this year.$1.27$0.00$1.27$0.02$0.00$0.02
2017Summary only. Only limited summary data is available for this year.$1.25$0.00$1.25$0.04$0.00$0.05
2016Summary only. Only limited summary data is available for this year.$1.30$0.00$1.30$0.28$0.00$0.28
2015Summary only. Only limited summary data is available for this year.$1.01$0.00$1.01$0.07$0.00$0.06
2014Summary only. Only limited summary data is available for this year.$0.95$0.00$0.95$0.21$0.00$0.21
2013Summary only. Only limited summary data is available for this year.$0.75$0.00$0.75$0.04$0.00$0.04
2012Summary only. Only limited summary data is available for this year.$0.71$0.00$0.71$0.01$0.00$0.01
2011Summary only. Only limited summary data is available for this year.$0.70$0.00$0.70$0.01$0.00$0.01