Civic Intelligence

Daniel L Withers Charitable Foundation

990PF • Fiscal year 2021 • EIN 20-7446889

Jan 01, 2021 to Dec 31, 2021 • Filed on May 03, 2022

Organization Profile
2402 East Esplanade Lane Suite 1003Phoenix, AZ 85016

(602) 526-1360

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

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

Liabilities / Revenue

30th percentile

0.00x

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

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

Net Margin

87th percentile

60%

Higher net margin than 87% 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

53rd percentile

8.1%

Faster asset growth than 53% of similar nonprofits.

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

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$1,077,236

Up $80,289 (+8.1%) from 2020

Net Assets

Up

$1,077,236

Up $80,289 (+8.1%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin87th percentile

Revenue

Up

$134,158

Up $172,893 (+446%) from 2020

Expenses

Down

$53,869

Down $11,460 (-18%) from 2020

Net Income

Up

$80,289

Up $184,353 (+177%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

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

$1.5M$1.0M$500K$0Assets 2011: $746,976Liabilities 2011: $02011Assets 2012: $715,482Liabilities 2012: $02012Assets 2013: $881,139Liabilities 2013: $02013Assets 2014: $1,031,881Liabilities 2014: $02014Assets 2015: $1,096,572Liabilities 2015: $3002015Assets 2019: $1,101,011Liabilities 2019: $0Net Assets 2019: $1,101,0112019Assets 2020: $996,947Liabilities 2020: $0Net Assets 2020: $996,9472020Assets 2021: $1,077,236Liabilities 2021: $0Net Assets 2021: $1,077,2362021Assets 2022: $918,391Liabilities 2022: $0Net Assets 2022: $918,3912022Assets 2023: $872,811Liabilities 2023: $0Net Assets 2023: $872,8112023Assets 2024: $821,901Liabilities 2024: $0Net Assets 2024: $821,9012024

Highlighted filing

2021

Assets$1,077,236
Liabilities$0
Net Assets$1,077,236
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$400K$200K$0-$200KRevenue 2011: $256,716Expenses 2011: $36,173Net Income 2011: $220,5432011Revenue 2012: $5,315Expenses 2012: $36,809Net Income 2012: -$31,4942012Revenue 2013: $260,450Expenses 2013: $94,793Net Income 2013: $165,6572013Revenue 2014: $239,333Expenses 2014: $88,591Net Income 2014: $150,7422014Revenue 2015: $171,020Expenses 2015: $106,629Net Income 2015: $64,3912015Revenue 2019: $26,130Expenses 2019: $65,670Net Income 2019: -$39,5402019Revenue 2020: -$38,735Expenses 2020: $65,329Net Income 2020: -$104,0642020Revenue 2021: $134,158Expenses 2021: $53,869Net Income 2021: $80,2892021Revenue 2022: -$92,801Expenses 2022: $66,044Net Income 2022: -$158,8452022Revenue 2023: $27,845Expenses 2023: $73,425Net Income 2023: -$45,5802023Revenue 2024: $29,575Expenses 2024: $80,485Net Income 2024: -$50,9102024

Highlighted filing

2021

Revenue$134,158
Expenses$53,869
Net Income$80,289
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 3, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DANIEL L WITHERSTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Daniel L Withers Charitable
EIN
20-7446889
Phone
6025261360
Address
2402 EAST ESPLANADE LANE SUITE 1003, PHOENIX, AZ 85016

Signing Officer

Name
Daniel L Withers
Title
Trustee
Phone
6025261360
Signed
2022-05-03
Discuss with paid preparer
Yes

Preparer

Firm
Valentine & Bond Ltd
Address
1122 E CAMPBELL AVE, PHOENIX, AZ 85014-3913
Preparer
Beth L Gawdun
Phone
6022487911
Raw XML AppendixShowing 400 of 1,654 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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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1930 SH. EASTMAN CHEM COMMON
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc30490 SH. FIRST TRUST TWC OPPORTUNIST
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc311410 SH. FIRST TRUST TWC OPPORTUNIST
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc46165 SH. ISHARES CORE U.S. AGGREGATE
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc13375000 SH. APPLE INC NOTE 2.85% 05/06
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc14890 SH. INVESCO EXCH TRADED FD TR IIP
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc15335 SH. ISHARES INTL SEL FIV ETF
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc15430 SH. ISHARES INTL SEL FIV ETF
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc155165 SH. ISHARES INTL SEL FIV ETF
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc15610 SH. ISHARES US PREFERRED STOCK
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc15730 SH. ISHARES US PREFERRED STOCK E
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc158115 SH. ISHARES US PREFERRED STOCK
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc16020 SH. ISHARES CORE MSCI EMERG MAR
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc16120 SH. ISHARES CORE MSCI EMERG MARK
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc16380 SH. NETAPP INC
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc16415 SH. NETAPP INC
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc16515 SH. NETAPP INC
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc16610 SH. NETAPP INC
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1675 SH. NETAPP INC
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc16850 SH. NORTHERN TR CORP
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc16915 SH. NORTHERN TR CORP
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc17045 SH. PPL CORP
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc17110 SH. PPL CORP
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc172140 SH. PPL CORP
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc17420 SH. PFIZER INC
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc17615 SH. PFIZER INC
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc18610 SH. VERIZON COMMUNICATIONS INC CO
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc18710 SH. VERIZON COMMUNICATIONS INC CO
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc18845 SH. EATON CORP PLC
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1895 SH. EATON CORP PLC
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1905 SH. EATON CORP PLC
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt01350
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt12924
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt2946
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt33963
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt4555
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt53104
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt64018
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt7202
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt8636
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt93951
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt103687
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt1111719
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt12239
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt133548
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt1411591

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Filings

Displayed year

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

Open filing
Assets
$1,077,236
Liabilities
$0
Net assets
$1,077,236
Revenue
$134,158
Expenses
$53,869
Net income
$80,289
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.03$0.08$0.05
2023Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.03$0.07$0.05
2022Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.09$0.07$0.16
2021Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.13$0.05$0.08
2020Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.04$0.07$0.10
2019Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.03$0.07$0.04
2015Summary only. Only limited summary data is available for this year.$1.10$0.00$0.17$0.11$0.06
2014Summary only. Only limited summary data is available for this year.$1.03$0.00$0.24$0.09$0.15
2013Summary only. Only limited summary data is available for this year.$0.88$0.00$0.26$0.09$0.17
2012Summary only. Only limited summary data is available for this year.$0.72$0.00$0.01$0.04$0.03
2011Summary only. Only limited summary data is available for this year.$0.75$0.00$0.26$0.04$0.22