Civic Intelligence

Levi Williams Charitable Trust

990PF • Fiscal year 2012 • EIN 20-6026484

Jan 01, 2012 to Dec 31, 2012 • Filed on May 01, 2013

Organization Profile
500 Delaware Avenue Suite 90019801
Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2012 filings • $1M-$5M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

77th percentile

$9,272

Higher top officer pay than 77% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Source year 2012

Asset Growth

36th percentile

-1.8%

Faster asset growth than 36% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets27th percentile

Assets

Down

$1,773,259

Down $32,725 (-1.8%) from 2011

Net Assets

Down

$1,773,259

Down $32,725 (-1.8%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$83,144

Down $5,892 (-6.6%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $1,849,457Liabilities 2010: $0Net Assets 2010: $1,849,4572010Assets 2011: $1,805,984Liabilities 2011: $0Net Assets 2011: $1,805,9842011Assets 2012: $1,773,259Liabilities 2012: $0Net Assets 2012: $1,773,2592012Assets 2013: $1,840,908Liabilities 2013: $0Net Assets 2013: $1,840,9082013Assets 2014: $1,504,998Liabilities 2014: $0Net Assets 2014: $1,504,9982014Assets 2015: $1,391,828Liabilities 2015: $02015Assets 2019: $1,702,743Liabilities 2019: $0Net Assets 2019: $1,702,7432019Assets 2020: $1,885,294Liabilities 2020: $0Net Assets 2020: $1,885,2942020Assets 2021: $2,019,077Liabilities 2021: $0Net Assets 2021: $2,019,0772021Assets 2022: $2,135,555Liabilities 2022: $0Net Assets 2022: $2,135,5552022Assets 2023: $2,028,153Liabilities 2023: $0Net Assets 2023: $2,028,1532023Assets 2024: $2,003,294Liabilities 2024: $0Net Assets 2024: $2,003,2942024

Highlighted filing

2012

Assets$1,773,259
Liabilities$0
Net Assets$1,773,259
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500KExpenses 2010: $82,9322010Expenses 2011: $89,0362011Expenses 2012: $83,1442012Revenue 2013: $160,299Expenses 2013: $91,433Net Income 2013: $68,8662013Revenue 2014: $271,576Expenses 2014: $607,071Net Income 2014: -$335,4952014Revenue 2015: $185,911Expenses 2015: $299,081Net Income 2015: -$113,1702015Revenue 2019: $112,833Expenses 2019: $32,575Net Income 2019: $80,2582019Revenue 2020: $214,859Expenses 2020: $32,239Net Income 2020: $182,6202020Revenue 2021: $276,636Expenses 2021: $142,625Net Income 2021: $134,0112021Revenue 2022: $190,088Expenses 2022: $67,258Net Income 2022: $122,8302022Revenue 2023: $56,835Expenses 2023: $164,242Net Income 2023: -$107,4072023Revenue 2024: $139,257Expenses 2024: $163,579Net Income 2024: -$24,3222024

Highlighted filing

2012

Revenue-
Expenses$83,144
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
May 1, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
UBS TRUST COMPANY NATrusteePT$9,272-$9,272
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCARSON NEWMAN COLLEGEGENERAL USEEXEMPT UNIVERSITYJEFFERSON CITY, TN, US$41,906
Paid GrantMILLIGAN COLLEGEGENERAL USEEXEMPT UNIVERSITYMILLIGAN COLLEGE, TN, US$19,835
Filing and Contact Details

Filer

EIN
20-6026484
Raw XML AppendixShowing 400 of 420 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/MinimumInvestmentReturn/MinimumInvestmentReturn0100669
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IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation09272
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0UBS TRUST COMPANY NA
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IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2066864
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IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4076624
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.199423
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions069879
IRS990PF/QualifyingDistributions/AmountsPaidAcqCharitableAssets00
IRS990PF/QualifyingDistributions/AmountsSetAsideCashDistriTest00
IRS990PF/QualifyingDistributions/AmountsSetAsideSuitabilityTest00
IRS990PF/QualifyingDistributions/ExpensesAndContributions069879
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm00
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions069879
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10UBS TRUST COMPANY
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber03026578237
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10500 DELAWARE AVENUESUITE 900
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0WILMINGTON
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0DE
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode019801
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0TN
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0true
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied0false
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount041906
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount119835
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0GENERAL USE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1GENERAL USE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10CARSON NEWMAN COLLEGE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11MILLIGAN COLLEGE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine20ATTN BILL GREEG
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0EXEMPT UNIVERSITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1EXEMPT UNIVERSITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10OFFICE OF PLANNED GIVING
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11PO BOX 9
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0JEFFERSON CITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1MILLIGAN COLLEGE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0TN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1TN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode037760
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode137682
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear061741
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear061283
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear108596
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted099901
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear100
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear200
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear400
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear00
IRS990PF/UndistributedIncome/ExcessFromCurrentYear00
IRS990PF/UndistributedIncome/ExcessFromYear100
IRS990PF/UndistributedIncome/ExcessFromYear200
IRS990PF/UndistributedIncome/ExcessFromYear300
IRS990PF/UndistributedIncome/ExcessFromYear400
IRS990PF/UndistributedIncome/PriorYear102010
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions069879
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus00
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover00
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY038618
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear08596
OtherDecreasesSchedule/OtherDecreases/Amount0202
OtherDecreasesSchedule/OtherDecreases/Description0MUTUAL FUND TIMING ADJUSTMENT
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount011073
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0INVESTMENT MGMT FEES-SUBJECT T
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps04429
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome06644
TaxesSchedule/Taxes/Amount01058
TaxesSchedule/Taxes/Category0FEDERAL ESTIMATES - INCOME
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/NetInvestmentIncome00
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0206026484
ReturnHeader/Filer/Name/BusinessNameLine10LEVI WILLIAMS CHARITABLE TRUST
ReturnHeader/Filer/NameControl0LEVI
ReturnHeader/Filer/Phone03026578237
ReturnHeader/Filer/USAddress/AddressLine10500 DELAWARE AVENUE SUITE 900
ReturnHeader/Filer/USAddress/City0WILMINGTON

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,773,259
Liabilities
$0
Net assets
$1,773,259
Revenue
-
Expenses
$83,144
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.00$0.00$2.00$0.14$0.16$0.02
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.03$0.00$2.03$0.06$0.16$0.11
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.14$0.00$2.14$0.19$0.07$0.12
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.02$0.00$2.02$0.28$0.14$0.13
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.89$0.00$1.89$0.21$0.03$0.18
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.70$0.00$1.70$0.11$0.03$0.08
2015Summary only. Only limited summary data is available for this year.$1.39$0.00$0.19$0.30$0.11
2014Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.27$0.61$0.34
2013Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$0.16$0.09$0.07
2012Detailed filing. Detailed filing data is available for this year.$1.77$0.00$1.77$0.08
2011Detailed filing. Detailed filing data is available for this year.$1.81$0.00$1.81$0.09
2010Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$0.08