Civic Intelligence

William O Vann Foundation

990PF • Fiscal year 2023 • EIN 20-3389769

Jan 01, 2023 to Dec 31, 2023 • Filed on Jul 31, 2024

Organization Profile
PO Box 10645Birmingham, AL 35202

(205) 323-5346

Siviq Scores

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

Liabilities / Assets

40th percentile

0.00x

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

40th percentile

0.00x

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Net Margin

83rd percentile

34%

Higher net margin than 83% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

57th percentile

$0

Higher top officer pay than 57% of similar nonprofits.

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Asset Growth

50th percentile

1.8%

Faster asset growth than 50% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

4th percentile

-72%

Faster revenue growth than 4% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets40th percentile

Assets

Up

$511,689

Up $9,234 (+1.8%) from 2022

Net Assets

Up

$511,689

Up $9,234 (+1.8%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue40th percentileNet Margin83rd percentile

Revenue

Down

$25,060

Down $63,786 (-72%) from 2022

Expenses

Up

$16,611

Up $1,463 (+9.7%) from 2022

Net Income

Down

$8,449

Down $65,249 (-89%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

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

$600K$400K$200K$0Assets 2010: $368,372Liabilities 2010: $0Net Assets 2010: $368,3722010Assets 2011: $375,129Liabilities 2011: $0Net Assets 2011: $375,1292011Assets 2012: $401,867Liabilities 2012: $12012Assets 2013: $424,617Liabilities 2013: $0Net Assets 2013: $424,6172013Assets 2014: $414,368Liabilities 2014: $0Net Assets 2014: $414,3682014Assets 2015: $418,536Liabilities 2015: $0Net Assets 2015: $418,5362015Assets 2016: $420,815Liabilities 2016: $0Net Assets 2016: $420,8152016Assets 2017: $380,561Liabilities 2017: $0Net Assets 2017: $380,5612017Assets 2018: $401,324Liabilities 2018: $0Net Assets 2018: $401,3242018Assets 2019: $393,195Liabilities 2019: $0Net Assets 2019: $393,1952019Assets 2020: $391,039Liabilities 2020: $0Net Assets 2020: $391,0392020Assets 2021: $428,586Liabilities 2021: $0Net Assets 2021: $428,5862021Assets 2022: $502,455Liabilities 2022: $0Net Assets 2022: $502,4552022Assets 2023: $511,689Liabilities 2023: $0Net Assets 2023: $511,6892023Assets 2024: $509,588Liabilities 2024: $0Net Assets 2024: $509,5882024

Highlighted filing

2023

Assets$511,689
Liabilities$0
Net Assets$511,689
Open 2023 Filing

Operations Trend

Revenue Growth4th percentile

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

$100K$50K$0-$50KExpenses 2010: $9,7992010Expenses 2011: $18,1992011Revenue 2012: $45,318Expenses 2012: $18,580Net Income 2012: $26,7382012Revenue 2013: $50,470Expenses 2013: $27,720Net Income 2013: $22,7502013Revenue 2014: $13,775Expenses 2014: $24,024Net Income 2014: -$10,2492014Revenue 2015: $27,593Expenses 2015: $21,331Net Income 2015: $6,2622015Revenue 2016: $30,395Expenses 2016: $27,166Net Income 2016: $3,2292016Revenue 2017: $27,227Expenses 2017: $64,873Net Income 2017: -$37,6462017Revenue 2018: $48,737Expenses 2018: $28,823Net Income 2018: $19,9142018Revenue 2019: $12,171Expenses 2019: $19,886Net Income 2019: -$7,7152019Revenue 2020: $10,401Expenses 2020: $13,329Net Income 2020: -$2,9282020Revenue 2021: $55,639Expenses 2021: $18,602Net Income 2021: $37,0372021Revenue 2022: $88,846Expenses 2022: $15,148Net Income 2022: $73,6982022Revenue 2023: $25,060Expenses 2023: $16,611Net Income 2023: $8,4492023Revenue 2024: $25,628Expenses 2024: $27,469Net Income 2024: -$1,8412024

Highlighted filing

2023

Revenue$25,060
Expenses$16,611
Net Income$8,449
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jul 31, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM O VANNDirector-$0--
WOOD HERRENDirector-$0--
Filing and Contact Details

Filer

Filer Name
William O Vann Foundation
EIN
20-3389769
Phone
2053235346
Address
PO BOX 10645, BIRMINGHAM, AL 35202

Signing Officer

Name
William O Vann
Title
Director
Phone
2053235346
Signed
2024-07-31
Discuss with paid preparer
Yes

Preparer

Firm
Dipiazza Larocca Heeter & Co LLC
Address
P O BOX 530095, BIRMINGHAM, AL 35253-0095
Preparer
Monty S Waites CPA
Phone
2058719973
Raw XML Appendix300 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/TotalGrantOrContriPdDurYrAmt010500
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/AppliedToCurrentYearAmt0688
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt09812
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt023212
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt010500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt022524
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt09812
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0785
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0NONDIVIDEND DISTRIBUTIONS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt04737
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt138
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1ADR FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt04737
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt138
TaxesSchedule/TaxesDetail/Amt077
TaxesSchedule/TaxesDetail/Amt11259
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOUNDATION TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt077
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM O VANN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02053235346
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-07-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILLIAM O VANN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0203389769
ReturnHeader/Filer/PhoneNum02053235346
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 10645
ReturnHeader/Filer/USAddress/CityNm0BIRMINGHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd035202
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0263731278
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DIPIAZZA LAROCCA HEETER & CO LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0P O BOX 530095
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BIRMINGHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0352530095
ReturnHeader/PreparerPersonGrp/PhoneNum02058719973
ReturnHeader/PreparerPersonGrp/PreparationDt02024-07-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MONTY S WAITES CPA
ReturnHeader/ReturnTs02024-08-05T08:48:09-05:00
ReturnHeader/ReturnTypeCd0990PF
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
$511,689
Liabilities
$0
Net assets
$511,689
Revenue
$25,060
Expenses
$16,611
Net income
$8,449
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.10$0.00$5.10$0.26$0.27$0.02
2023Detailed filing. Detailed filing data is available for this year.$5.12$0.00$5.12$0.25$0.17$0.08
2022Detailed filing. Detailed filing data is available for this year.$5.02$0.00$5.02$0.89$0.15$0.74
2021Detailed filing. Detailed filing data is available for this year.$4.29$0.00$4.29$0.56$0.19$0.37
2020Detailed filing. Detailed filing data is available for this year.$3.91$0.00$3.91$0.10$0.13$0.03
2019Detailed filing. Detailed filing data is available for this year.$3.93$0.00$3.93$0.12$0.20$0.08
2018Detailed filing. Detailed filing data is available for this year.$4.01$0.00$4.01$0.49$0.29$0.20
2017Detailed filing. Detailed filing data is available for this year.$3.81$0.00$3.81$0.27$0.65$0.38
2016Detailed filing. Detailed filing data is available for this year.$4.21$0.00$4.21$0.30$0.27$0.03
2015Detailed filing. Detailed filing data is available for this year.$4.19$0.00$4.19$0.28$0.21$0.06
2014Detailed filing. Detailed filing data is available for this year.$4.14$0.00$4.14$0.14$0.24$0.10
2013Detailed filing. Detailed filing data is available for this year.$4.25$0.00$4.25$0.50$0.28$0.23
2012Summary only. Only limited summary data is available for this year.$4.02$0.00$0.45$0.19$0.27
2011Detailed filing. Detailed filing data is available for this year.$3.75$0.00$3.75$0.18
2010Detailed filing. Detailed filing data is available for this year.$3.68$0.00$3.68$0.10