Civic Intelligence

Drs Tom and Lowell Williams Foundation

990PF • Fiscal year 2023 • EIN 04-3664021

Jan 01, 2023 to Dec 31, 2023 • Filed on Mar 22, 2024

Organization Profile
2400 Valley GateMilford, MI 48380

(248) 685-2135

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

23rd percentile

-19%

Higher net margin than 23% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

34th percentile

-7.1%

Faster asset growth than 34% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

74th percentile

32%

Faster revenue growth than 74% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$92,555

Down $7,059 (-7.1%) from 2022

Net Assets

Down

$92,555

Down $7,059 (-7.1%) from 2022

Liabilities

Down

$0

Down $1 (-100%) from 2022

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin23rd percentile

Revenue

Up

$14,384

Up $3,473 (+32%) from 2022

Expenses

Down

$17,088

Down $3,475 (-17%) from 2022

Net Income

Up

-$2,704

Up $6,948 (+72%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

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

$600K$400K$200K$0Assets 2011: $487,167Liabilities 2011: $30,0002011Assets 2012: $462,626Liabilities 2012: $28,3002012Assets 2013: $417,569Liabilities 2013: $13,9602013Assets 2014: $367,913Liabilities 2014: $3,000Net Assets 2014: $364,9132014Assets 2015: $303,285Liabilities 2015: $0Net Assets 2015: $303,2852015Assets 2016: $285,810Liabilities 2016: $0Net Assets 2016: $285,8102016Assets 2017: $127,947Liabilities 2017: $0Net Assets 2017: $127,9472017Assets 2018: $114,579Liabilities 2018: $0Net Assets 2018: $114,5792018Assets 2019: $120,968Liabilities 2019: $1Net Assets 2019: $120,9682019Assets 2020: $115,510Liabilities 2020: $0Net Assets 2020: $115,5102020Assets 2021: $109,266Liabilities 2021: $0Net Assets 2021: $109,2662021Assets 2022: $99,614Liabilities 2022: $1Net Assets 2022: $99,6142022Assets 2023: $92,555Liabilities 2023: $0Net Assets 2023: $92,5552023Assets 2024: $83,096Liabilities 2024: $0Net Assets 2024: $83,0962024

Highlighted filing

2023

Assets$92,555
Liabilities$0
Net Assets$92,555
Open 2023 Filing

Operations Trend

Revenue Growth74th percentile

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

$400K$200K$0-$200KRevenue 2011: $15,606Expenses 2011: $37,688Net Income 2011: -$22,0822011Revenue 2012: $10,177Expenses 2012: $33,018Net Income 2012: -$22,8412012Revenue 2013: $19,379Expenses 2013: $50,096Net Income 2013: -$30,7172013Revenue 2014: $13,725Expenses 2014: $52,421Net Income 2014: -$38,6962014Revenue 2015: $47,428Expenses 2015: $109,056Net Income 2015: -$61,6282015Revenue 2016: $28,280Expenses 2016: $45,763Net Income 2016: -$17,4832016Revenue 2017: $152,834Expenses 2017: $310,697Net Income 2017: -$157,8632017Revenue 2018: $8,926Expenses 2018: $22,294Net Income 2018: -$13,3682018Revenue 2019: $26,927Expenses 2019: $20,538Net Income 2019: $6,3892019Revenue 2020: $11,401Expenses 2020: $16,859Net Income 2020: -$5,4582020Revenue 2021: $10,308Expenses 2021: $16,552Net Income 2021: -$6,2442021Revenue 2022: $10,911Expenses 2022: $20,563Net Income 2022: -$9,6522022Revenue 2023: $14,384Expenses 2023: $17,088Net Income 2023: -$2,7042023Revenue 2024: $23,415Expenses 2024: $33,221Net Income 2024: -$9,8062024

Highlighted filing

2023

Revenue$14,384
Expenses$17,088
Net Income-$2,704
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Mar 22, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Donald C WilliamsTrustee-$0--
Thomas J WilliamsTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Drs Tom and Lowell Williams Foundation
EIN
04-3664021
Address
2400 Valley Gate, Milford, MI 48380

Signing Officer

Name
Thomas Williams
Title
Trustee
Phone
2486852135
Signed
2024-03-22
Discuss with paid preparer
No

Preparer

Firm
David M Hage CPA
Address
4462 Summer Lane, Milford, MI 48380
Preparer
David M Hage CPA
Phone
2486852135
Raw XML Appendix281 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Thomas J Williams
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt014228
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt014228
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0923
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0402
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt04448
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt04326
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt04326
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt08545
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01769
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01003
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0923
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0402
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt04448
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt017000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt02772
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt012871
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt010099
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt088
TaxesSchedule/TaxesDetail/CategoryTxt0Taxes Paid
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt088
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Thomas Williams
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum02486852135
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-03-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Drs Tom and Lowell Williams Foundation
ReturnHeader/Filer/BusinessNameControlTxt0DRST
ReturnHeader/Filer/EIN0043664021
ReturnHeader/Filer/USAddress/AddressLine1Txt02400 Valley Gate
ReturnHeader/Filer/USAddress/CityNm0Milford
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd048380
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0David M Hage CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04462 Summer Lane
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Milford
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd048380
ReturnHeader/PreparerPersonGrp/PhoneNum02486852135
ReturnHeader/PreparerPersonGrp/PreparationDt02024-04-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0David M Hage CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-04-15T22:47:56-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Thomas
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Williams
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$92,555
Liabilities
$0
Net assets
$92,555
Revenue
$14,384
Expenses
$17,088
Net income
-$2,704
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.23$0.33$0.10
2023Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.14$0.17$0.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.00$0.00$1.00$0.11$0.21$0.10
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.09$0.00$1.09$0.10$0.17$0.06
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.16$0.00$1.16$0.11$0.17$0.05
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.21$0.00$1.21$0.27$0.21$0.06
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.15$0.00$1.15$0.09$0.22$0.13
2017Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$1.53$3.11$1.58
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.86$0.00$2.86$0.28$0.46$0.17
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.03$0.00$3.03$0.47$1.09$0.62
2014Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$3.68$0.03$3.65$0.14$0.52$0.39
2013Summary only. Only limited summary data is available for this year.$4.18$0.14$0.19$0.50$0.31
2012Summary only. Only limited summary data is available for this year.$4.63$0.28$0.10$0.33$0.23
2011Summary only. Only limited summary data is available for this year.$4.87$0.30$0.16$0.38$0.22
Peer Organizations

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