Civic Intelligence

The Williams Family Philanthropic Foundation

990PF • Fiscal year 2021 • EIN 11-2849607

Dec 01, 2020 to Nov 30, 2021 • Filed on Feb 01, 2022

Organization Profile
107 Lakeside Drive EastLawrence, NY 11559

(516) 792-9500

Siviq Scores

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

Liabilities / Assets

39th percentile

0.00x

Higher debt load relative to assets than 39% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

49th percentile

0.04x

Higher debt load relative to revenue than 49% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

3rd percentile

-167%

Higher net margin than 3% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

7th percentile

-11%

Faster asset growth than 7% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

3rd percentile

-79%

Faster revenue growth than 3% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets39th percentile

Assets

Down

$1,036,466

Down $127,492 (-11%) from 2020

Net Assets

Down

$1,033,642

Down $127,037 (-11%) from 2020

Liabilities

Down

$2,824

Down $455 (-14%) from 2020

Revenue And Expenses
Liabilities / Revenue49th percentileNet Margin3rd percentile

Revenue

Down

$76,277

Down $281,382 (-79%) from 2020

Expenses

Up

$203,314

Up $7,821 (+4.0%) from 2020

Net Income

Down

-$127,037

Down $289,203 (-178%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth7th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $3,016Liabilities 2011: $1,0002011Assets 2012: $65,966Liabilities 2012: $1,0002012Assets 2013: $159,671Liabilities 2013: $1,0002013Assets 2014: $214,889Liabilities 2014: $1,0002014Assets 2015: $313,988Liabilities 2015: $1,0002015Assets 2018: $52,264Liabilities 2018: $1,0002018Assets 2019: $52,264Liabilities 2019: $1,0002019Assets 2020: $1,163,958Liabilities 2020: $3,279Net Assets 2020: $1,160,6792020Assets 2021: $1,036,466Liabilities 2021: $2,824Net Assets 2021: $1,033,6422021Assets 2022: $1,221,678Liabilities 2022: $4,003Net Assets 2022: $1,217,6752022Assets 2023: $1,163,188Liabilities 2023: $2,550Net Assets 2023: $1,160,6382023Assets 2024: $1,038,331Liabilities 2024: $3,333Net Assets 2024: $1,034,9982024

Highlighted filing

2021

Assets$1,036,466
Liabilities$2,824
Net Assets$1,033,642
Open 2021 Filing

Operations Trend

Revenue Growth3rd percentile

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

$400K$200K$0-$200KRevenue 2011: $35,365Expenses 2011: $85,961Net Income 2011: -$50,5962011Revenue 2012: $201,142Expenses 2012: $138,192Net Income 2012: $62,9502012Revenue 2013: $249,515Expenses 2013: $155,810Net Income 2013: $93,7052013Revenue 2014: $182,718Expenses 2014: $127,500Net Income 2014: $55,2182014Revenue 2015: $239,729Expenses 2015: $140,630Net Income 2015: $99,0992015Revenue 2018: $72,566Expenses 2018: $143,056Net Income 2018: -$70,4902018Revenue 2019: $72,566Expenses 2019: $143,056Net Income 2019: -$70,4902019Revenue 2020: $357,659Expenses 2020: $195,493Net Income 2020: $162,1662020Revenue 2021: $76,277Expenses 2021: $203,314Net Income 2021: -$127,0372021Revenue 2022: $334,952Expenses 2022: $150,919Net Income 2022: $184,0332022Revenue 2023: $202,521Expenses 2023: $259,558Net Income 2023: -$57,0372023Revenue 2024: $247,993Expenses 2024: $373,633Net Income 2024: -$125,6402024

Highlighted filing

2021

Revenue$76,277
Expenses$203,314
Net Income-$127,037
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2020 to Nov 30, 2021
Signed
Feb 1, 2022
Return Version
2020v4.2
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JERRY WILLIAMSPresident-$0--
ESTHER WILLIAMSOfficer-$0--
MORTIMER WILLIAMSOfficer-$0--
Filing and Contact Details

Filer

Filer Name
The Williams Family Philanthropic
EIN
11-2849607
Phone
5167929500
Address
107 LAKESIDE DRIVE EAST, LAWRENCE, NY 11559

Signing Officer

Name
Jerry Williams
Title
President
Phone
5167929500
Signed
2022-02-01
Discuss with paid preparer
Yes

Preparer

Firm
Raich Ende Malter & Co Llp
Address
175 BROADHOLLOW ROAD SUITE 250, MELVILLE, NY 11747
Preparer
Brian Thaw
Phone
5162289000
Raw XML Appendix323 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/RecipientBusinessName/BusinessNameLine1Txt0VARIOUS - ATTACHED LISTING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
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IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0193066
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
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/AppliedToCurrentYearAmt071850
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt071850
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0154574
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0344663
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0133491
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0277453
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0105802
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0105802
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01040176
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0129995
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0154574
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0344663
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0133491
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0277453
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0201845
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0129995
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01145978
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01015983
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt02468
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OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt01847
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt01847
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0NYS FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0250
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt11924
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0250
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11924
TaxesSchedule/TaxesDetail/Amt02574
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt03029
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JERRY WILLIAMS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05167929500
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-02-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE WILLIAMS FAMILY PHILANTHROPIC
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0112849607
ReturnHeader/Filer/PhoneNum05167929500
ReturnHeader/Filer/USAddress/AddressLine1Txt0107 LAKESIDE DRIVE EAST
ReturnHeader/Filer/USAddress/CityNm0LAWRENCE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd011559
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0112336434
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RAICH ENDE MALTER & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0175 BROADHOLLOW ROAD SUITE 250
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MELVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011747
ReturnHeader/PreparerPersonGrp/PhoneNum05162289000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRIAN THAW
ReturnHeader/ReturnTs02022-03-25T15:31:08-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JERRY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WILLIAMS
ReturnHeader/TaxPeriodBeginDt02020-12-01
ReturnHeader/TaxPeriodEndDt02021-11-30
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,036,466
Liabilities
$2,824
Net assets
$1,033,642
Revenue
$76,277
Expenses
$203,314
Net income
-$127,037
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.03$0.25$0.37$0.13
2023Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.20$0.26$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.33$0.15$0.18
2021Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.03$0.08$0.20$0.13
2020Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.36$0.20$0.16
2019Summary only. Only limited summary data is available for this year.$0.05$0.00$0.07$0.14$0.07
2018Summary only. Only limited summary data is available for this year.$0.05$0.00$0.07$0.14$0.07
2015Summary only. Only limited summary data is available for this year.$0.31$0.00$0.24$0.14$0.10
2014Summary only. Only limited summary data is available for this year.$0.21$0.00$0.18$0.13$0.06
2013Summary only. Only limited summary data is available for this year.$0.16$0.00$0.25$0.16$0.09
2012Summary only. Only limited summary data is available for this year.$0.07$0.00$0.20$0.14$0.06
2011Summary only. Only limited summary data is available for this year.$0.00$0.00$0.04$0.09$0.05