Civic Intelligence

The Dave H & Reba W Williams Foundation

990PF • Fiscal year 2020 • EIN 13-3381821

Jul 01, 2019 to Jun 30, 2020 • Filed on Jul 13, 2020

C/O Silvercrest 230 Court SquareCharlottesville, VA 22902

(434) 977-4420

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

48th percentile

3.1%

Higher net margin than 48% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

81st percentile

41%

Faster asset growth than 81% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

90th percentile

63%

Faster revenue growth than 90% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$20,710

Up $6,047 (+41%) from 2019

Net Assets

Up

$20,710

Up $6,047 (+41%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Up

$194,794

Up $75,461 (+63%) from 2019

Expenses

Up

$188,747

Up $64,520 (+52%) from 2019

Net Income

Up

$6,047

Up $10,941 (+224%) from 2019

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $218,207Liabilities 2011: $02011Assets 2012: $163,732Liabilities 2012: $1,0002012Assets 2013: $33,855Liabilities 2013: $0Net Assets 2013: $33,8552013Assets 2014: $31,491Liabilities 2014: $0Net Assets 2014: $31,4912014Assets 2015: $14,348Liabilities 2015: $80Net Assets 2015: $14,2682015Assets 2016: $43,544Liabilities 2016: $80Net Assets 2016: $43,4642016Assets 2017: $31,236Liabilities 2017: $0Net Assets 2017: $31,2362017Assets 2018: $19,558Liabilities 2018: $0Net Assets 2018: $19,5582018Assets 2019: $14,663Liabilities 2019: $0Net Assets 2019: $14,6632019Assets 2020: $20,710Liabilities 2020: $0Net Assets 2020: $20,7102020Assets 2021: $16,004Liabilities 2021: $0Net Assets 2021: $16,0042021Assets 2022: $24,351Liabilities 2022: $0Net Assets 2022: $24,3512022Assets 2023: $29,442Liabilities 2023: $0Net Assets 2023: $29,4422023Assets 2024: $56,181Liabilities 2024: $0Net Assets 2024: $56,1812024Assets 2025: $38,074Liabilities 2025: $0Net Assets 2025: $38,0742025

Highlighted filing

2020

Assets$20,710
Liabilities$0
Net Assets$20,710

Operations Trend

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

$400K$200K$0-$200KRevenue 2011: $251,343Expenses 2011: $107,489Net Income 2011: $143,8542011Revenue 2012: $297,349Expenses 2012: $352,824Net Income 2012: -$55,4752012Revenue 2013: $50,073Expenses 2013: $178,950Net Income 2013: -$128,8772013Revenue 2014: $74,793Expenses 2014: $77,157Net Income 2014: -$2,3642014Revenue 2015: $75,751Expenses 2015: $92,974Net Income 2015: -$17,2232015Revenue 2016: $127,409Expenses 2016: $98,213Net Income 2016: $29,1962016Revenue 2017: $126,698Expenses 2017: $139,095Net Income 2017: -$12,3972017Revenue 2018: $77,089Expenses 2018: $88,678Net Income 2018: -$11,5892018Revenue 2019: $119,333Expenses 2019: $124,227Net Income 2019: -$4,8942019Revenue 2020: $194,794Expenses 2020: $188,747Net Income 2020: $6,0472020Revenue 2021: $162,446Expenses 2021: $167,152Net Income 2021: -$4,7062021Revenue 2022: $180,193Expenses 2022: $171,846Net Income 2022: $8,3472022Revenue 2023: $140,091Expenses 2023: $135,000Net Income 2023: $5,0912023Revenue 2024: $105,623Expenses 2024: $78,884Net Income 2024: $26,7392024Revenue 2025: $161,599Expenses 2025: $179,706Net Income 2025: -$18,1072025

Highlighted filing

2020

Revenue$194,794
Expenses$188,747
Net Income$6,047
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Jul 13, 2020
Return Version
2019v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVE H WILLIAMSTrustee-$0--
REBA W WILLIAMSTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantNEW YORK BOTANICAL GARDENGENERALPUBLICBRONX, NY, US$55,000
Paid GrantNEW PHILADELPHIA ASSOCIATIONGENERALPUBLICURBANA, IL, US$50,000
Paid GrantGREENWICH TREE CONSERVANCYGENERALPUBLICGREENWICH, CT, US$36,300
Paid GrantGREENWICH HISTORICAL SOCIETYGENERALPUBLICCOS COB, CT, US$25,000
Paid GrantDELTA TAU DELTA EDUCATIONGENERALPUBLICFISHERS, IN, US$10,000
Paid GrantUM FOUNDATIONGENERALPUBLICOXFORD, MS, US$5,000
Paid GrantUNTERMEYER GARDENS CONSERVATIONGENERALPUBLICYONKERS, NY, US$1,000
Filing and Contact Details

Filer

Filer Name
The Dave H & Reba W Williams
EIN
13-3381821
Phone
4349774420
Address
C/O SILVERCREST 230 COURT SQUARE, CHARLOTTESVILLE, VA 22902

Signing Officer

Name
Dave H Williams
Title
Trustee
Phone
4349774420
Signed
2020-07-13

Preparer

Firm
Silvercrest Financial Services Inc
Address
230 COURT SQUARE SUITE 101, CHARLOTTESVILLE, VA 22902
Preparer
Evan Kwiatkowski
Phone
4349774420
Raw XML Appendix336 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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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0472
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IRS990PF/FMVAssetsEOYAmt020710
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02150
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0340
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt020547
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6PUBLIC
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/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt010000 ALLISONVILLE ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt139 STRICKLAND ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 4215
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3206 E UNIVERSITY AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt42900 SOUTHERN BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5406 UNIVERSITY AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6945 N BROADWAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0FISHERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1COS COB
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2GREENWICH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3URBANA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4BRONX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5OXFORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6YONKERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5MS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd046038
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd106831
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd206831
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd361801
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd410458
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd538655
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd610701
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0182300
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
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/AppliedToCurrentYearAmt01
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0123620
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt079731
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0133566
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt091919
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt087500
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt087500
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0611135
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0182299
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0123620
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt079731
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0133566
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt091919
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0182300
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0182299
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0698635
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0516336
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0DAVE H REBA W WILLIAMS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0C/O SILVERCREST 230 COURT SQUARE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2Txt0SUITE 101
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0CHARLOTTESVILLE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0VA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd022902
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0192848
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum11
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum21
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum31
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum41
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt030154
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt125894
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt235349
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt350651
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt450800
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0VARIOUS STOCKS
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc1VARIOUS STOCKS
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc2VARIOUS STOCKS
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc3VARIOUS STOCKS
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc4VARIOUS STOCKS
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02019-10-10
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12019-11-27
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt22020-02-10
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt32020-04-07
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt42020-06-02
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt022
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt022
TaxesSchedule/TaxesDetail/Amt025
TaxesSchedule/TaxesDetail/Amt11400
TaxesSchedule/TaxesDetail/CategoryTxt0NYS FILING FEE
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL EXCISE TAX
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVE H WILLIAMS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04349774420
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE DAVE H & REBA W WILLIAMS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0DAVE
ReturnHeader/Filer/EIN0133381821
ReturnHeader/Filer/PhoneNum04349774420
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O SILVERCREST 230 COURT SQUARE
ReturnHeader/Filer/USAddress/CityNm0CHARLOTTESVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd022902
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0112461669
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SILVERCREST FINANCIAL SERVICES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0230 COURT SQUARE SUITE 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHARLOTTESVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd022902
ReturnHeader/PreparerPersonGrp/PhoneNum04349774420
ReturnHeader/PreparerPersonGrp/PreparationDt02020-07-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EVAN KWIATKOWSKI
ReturnHeader/ReturnTs02020-07-14T12:44:31-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.38$0.00$0.38$1.62$1.80$0.18
2024Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.56$1.06$0.79$0.27
2023Detailed filing. Detailed filing data is available for this year.$0.29$0.00$0.29$1.40$1.35$0.05
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.24$0.00$0.24$1.80$1.72$0.08
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.16$0.00$0.16$1.62$1.67$0.05
2020Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$1.95$1.89$0.06
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.15$0.00$0.15$1.19$1.24$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.20$0.00$0.20$0.77$0.89$0.12
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.31$0.00$0.31$1.27$1.39$0.12
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.44$0.00$0.43$1.27$0.98$0.29
2015Detailed filing. Detailed filing data is available for this year.$0.14$0.00$0.14$0.76$0.93$0.17
2014Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$0.31$0.00$0.31$0.75$0.77$0.02
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$0.34$0.00$0.34$0.50$1.79$1.29
2012Summary only. Only limited summary data is available for this year.$1.64$0.01$2.97$3.53$0.55
2011Summary only. Only limited summary data is available for this year.$2.18$0.00$2.51$1.07$1.44