Civic Intelligence

The James G Willie Historic Foundation Inc

990PF • Fiscal year 2016 • EIN 20-2364896

Jan 01, 2016 to Dec 31, 2016 • Filed on May 12, 2017

95 W 100 S Ste 340Logan, UT 84321

(435) 213-9000

Siviq Scores

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

Liabilities / Assets

78th percentile

0.08x

Higher debt load relative to assets than 78% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

70th percentile

0.02x

Higher debt load relative to revenue than 70% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

80th percentile

24%

Higher net margin than 80% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Assets

$509

No earlier filing loaded for comparison.

Net Assets

$470

No earlier filing loaded for comparison.

Liabilities

$39

No earlier filing loaded for comparison.

Revenue

$2,000

No earlier filing loaded for comparison.

Expenses

$1,530

No earlier filing loaded for comparison.

Net Income

$470

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$20K$15K$10K$5.0K$0Assets 2016: $509Liabilities 2016: $39Net Assets 2016: $4702016Assets 2018: $1,005Liabilities 2018: $354Net Assets 2018: $6512018Assets 2019: $783Liabilities 2019: $45Net Assets 2019: $7382019Assets 2020: $15,860Liabilities 2020: $51Net Assets 2020: $15,8092020Assets 2021: $9,763Liabilities 2021: $148Net Assets 2021: $9,6152021Assets 2022: $5,120Liabilities 2022: $597Net Assets 2022: $4,5232022Assets 2023: $645Liabilities 2023: $0Net Assets 2023: $2382023Assets 2024: $568Liabilities 2024: $114Net Assets 2024: $4532024

Highlighted filing

2016

Assets$509
Liabilities$39
Net Assets$470

Operations Trend

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

$30K$20K$10K$0-$10KRevenue 2016: $2,000Expenses 2016: $1,530Net Income 2016: $4702016Revenue 2018: $4,525Expenses 2018: $4,207Net Income 2018: $3182018Revenue 2019: $4,500Expenses 2019: $4,413Net Income 2019: $872019Revenue 2020: $22,000Expenses 2020: $6,929Net Income 2020: $15,0712020Revenue 2021: $4,000Expenses 2021: $10,194Net Income 2021: -$6,1942021Revenue 2022: $6,500Expenses 2022: $11,592Net Income 2022: -$5,0922022Revenue 2023: $4,000Expenses 2023: $8,285Net Income 2023: -$4,2852023Revenue 2024: $5,300Expenses 2024: $5,085Net Income 2024: $2152024

Highlighted filing

2016

Revenue$2,000
Expenses$1,530
Net Income$470
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 12, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAUL R WILLIEDirector-$0--
KIMBERLY WILLIEDirector-$0--
KATHERINE CHILDDirector-$0--
Filing and Contact Details

Filer

Filer Name
The James G Willie
EIN
20-2364896
Phone
4352139000
Address
95 W 100 S STE 340, LOGAN, UT 84321

Signing Officer

Name
Paul R Willie
Title
Director
Phone
4352139000
Signed
2017-05-12

Preparer

Firm
Wasatch Acquisitions & Capital
Address
595 S RIVERWOODS PKWY STE 400, LOGAN, UT 84321-6845
Preparer
Nicole Barker
Phone
4357552072
Raw XML Appendix173 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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ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0PAUL R WILLIE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum04352139000
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE JAMES G WILLIE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0HISTORIC FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0JAME
ReturnHeader/Filer/EIN0202364896
ReturnHeader/Filer/PhoneNum04352139000
ReturnHeader/Filer/USAddress/AddressLine1Txt095 W 100 S STE 340
ReturnHeader/Filer/USAddress/CityNm0LOGAN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0UT
ReturnHeader/Filer/USAddress/ZIPCd084321
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0BCA38AF318D724F985783910EE0321A99BA06184
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId05510BF2E9591AD7EEB837DF986F9F5DB69EA00E7
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0870581273
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WASATCH ACQUISITIONS & CAPITAL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0595 S RIVERWOODS PKWY STE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOGAN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0843216845
ReturnHeader/PreparerPersonGrp/PhoneNum04357552072
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NICOLE BARKER
ReturnHeader/ReturnTs02017-05-12T12:50:52-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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