Civic Intelligence

Phil and Pat Willis Foundation

990PF • Fiscal year 2012 • EIN 20-8604545

Oct 01, 2011 to Sep 30, 2012 • Filed on Oct 10, 2012

Organization Profile
2545 Spring Arbor RoadRoom/Suite 20049203
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2012 filings • <$500k 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

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

Asset Growth

87th percentile

44%

Faster asset growth than 87% of similar nonprofits.

2012 filings • <$500k 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 / Assets58th percentile

Assets

Up

$95,390

Up $29,335 (+44%) from 2011

Net Assets

Up

$95,390

Up $29,335 (+44%) 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

$42

Down $8,158 (-99%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth87th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $66,055Liabilities 2011: $0Net Assets 2011: $66,0552011Assets 2012: $95,390Liabilities 2012: $0Net Assets 2012: $95,3902012Assets 2013: $664,816Liabilities 2013: $400,000Net Assets 2013: $264,8162013Assets 2014: $643,864Liabilities 2014: $400,000Net Assets 2014: $243,8642014Assets 2015: $375,815Liabilities 2015: $0Net Assets 2015: $375,8152015Assets 2016: $388,492Liabilities 2016: $0Net Assets 2016: $388,4922016Assets 2017: $382,352Liabilities 2017: $0Net Assets 2017: $382,3522017Assets 2018: $621,970Liabilities 2018: $0Net Assets 2018: $621,9702018Assets 2019: $672,658Liabilities 2019: $0Net Assets 2019: $672,6582019Assets 2020: $575,514Liabilities 2020: $0Net Assets 2020: $575,5142020Assets 2021: $709,454Liabilities 2021: $0Net Assets 2021: $709,4542021Assets 2022: $971,278Liabilities 2022: $0Net Assets 2022: $971,2782022Assets 2023: $1,293,849Liabilities 2023: $0Net Assets 2023: $1,293,8492023Assets 2024: $1,304,003Liabilities 2024: $0Net Assets 2024: $1,304,0032024Assets 2025: $1,278,096Liabilities 2025: $0Net Assets 2025: $1,278,0962025

Highlighted filing

2012

Assets$95,390
Liabilities$0
Net Assets$95,390
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$400K$300K$200K$100K$0-$100KExpenses 2011: $8,2002011Expenses 2012: $422012Expenses 2013: $11,0772013Revenue 2014: $102,258Expenses 2014: $86,645Net Income 2014: $15,6132014Revenue 2015: $322,846Expenses 2015: $38,900Net Income 2015: $283,9462015Revenue 2016: $280,958Expenses 2016: $47,919Net Income 2016: $233,0392016Revenue 2017: $35,721Expenses 2017: $41,861Net Income 2017: -$6,1402017Revenue 2018: $376,943Expenses 2018: $74,911Net Income 2018: $302,0322018Revenue 2019: $255,891Expenses 2019: $54,699Net Income 2019: $201,1922019Revenue 2020: $172,126Expenses 2020: $188,777Net Income 2020: -$16,6512020Revenue 2021: $222,346Expenses 2021: $88,406Net Income 2021: $133,9402021Revenue 2022: $319,556Expenses 2022: $57,732Net Income 2022: $261,8242022Revenue 2023: $361,168Expenses 2023: $38,597Net Income 2023: $322,5712023Revenue 2024: $111,258Expenses 2024: $101,104Net Income 2024: $10,1542024Revenue 2025: $175,555Expenses 2025: $162,048Net Income 2025: $13,5072025

Highlighted filing

2012

Revenue-
Expenses$42
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2011 to Sep 30, 2012
Signed
Oct 10, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PHIL S WILLISPresident-$0--
PATRICIA WILLISVice Pres-$0--
DANIEL MACHNIKVice Pres-$0--
SCOTT WILLISVice Pres-$0--
RICHARD SHEFFERLYTrustee-$0--
Filing and Contact Details

Filer

EIN
20-8604545
Raw XML Appendix276 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
CompensationExplanation/Compensation/PersonName0PHIL S WILLIS
CompensationExplanation/Compensation/PersonName1PATRICIA WILLIS
CompensationExplanation/Compensation/PersonName2DANIEL MACHNIK
CompensationExplanation/Compensation/PersonName3SCOTT WILLIS
CompensationExplanation/Compensation/PersonName4RICHARD SHEFFERLY
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue012093
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue132410
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue23443
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue32617
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV016578
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV147312
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV222959
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV317664
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock01000 ASIA TIGERS FUND - ENDING 1197
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1785 BAXTER INTERNATIONA
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2300 CITRIX SYSTEMS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3300 INTUIT INC
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/RelatedOrExemptFunctionIncome04377
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome04377
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA04377
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriReceivedRevAndExpnss025000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm04377
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss04377
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses029335
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome04364
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblPrps012
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncm013
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss025
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss017
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps012
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm013
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss042
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome04377
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses029377
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps012
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm013
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss042
IRS990PF/BalanceSheets/CashBOY018057
IRS990PF/BalanceSheets/CashEOY044827
IRS990PF/BalanceSheets/CashEOYFMV044827
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY047998
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY050563
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV0104513
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/RetainedEarningsBOY066055
IRS990PF/BalanceSheets/RetainedEarningsEOY095390
IRS990PF/BalanceSheets/TotalAssetsBOY066055
IRS990PF/BalanceSheets/TotalAssetsEOY095390
IRS990PF/BalanceSheets/TotalAssetsEOYFMV0149340
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY066055
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY095390
IRS990PF/BalanceSheets/TotalNetAssetsBOY066055
IRS990PF/BalanceSheets/TotalNetAssetsEOY095390
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses029335
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal095390
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY066055
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY095390
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted06227
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj06227
IRS990PF/DistributableAmount/DistributableAmountBeforeDed06227
IRS990PF/DistributableAmount/MinimumInvestmentReturn06314
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome087
IRS990PF/DistributableAmount/TotalTax087
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax087
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal087
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome087
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue087
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY0149340
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0128211
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances029653
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities098558
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable01923
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn06314
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0126288
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0128211
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition00.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition10.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition20.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition30.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition40.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation30
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation40
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc30
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc40
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances30
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances40
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0PHIL S WILLIS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1PATRICIA WILLIS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2DANIEL MACHNIK
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3SCOTT WILLIS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName4RICHARD SHEFFERLY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0PRESIDENT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1VICE PRES
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2VICE PRES
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title3VICE PRES
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title4TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine102545 SPRING ARBOR RD STE 200
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11400 SOUTH JACKSON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine12400 SOUTH JACKSON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine13P O BOX 55
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine142545 SPRING ARBOR RD STE 200
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0JACKSON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1JACKSON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City2JACKSON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City3GRASS LAKE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City4JACKSON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0MI
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1MI
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State2MI
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State3MI
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State4MI
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode049203
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode149201
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode249201
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode349240
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode449203
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct067820
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets067776
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.536675
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.068258
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.100407
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.164488
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.147578
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear502.202643
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets0126288
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear10118315
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear2099595
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear3087879
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear4099127
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear50908
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome044
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions012
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear108076
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2010000
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3014455
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4014629
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear502000
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio02.683374
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions012
IRS990PF/QualifyingDistributions/ExpensesAndContributions012
IRS990PF/QualifyingDistributions/QualifyingDistributions012
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0PHIL S WILLIS
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber05177888660
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine102545 SPRING ARBOR RD STE 200
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0JACKSON
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0MI
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode049203
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
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/StatesFiledWith0MI
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
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/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/SumOfProgramRelatedInvestments/Description10N/A
IRS990PF/SupplementaryInformation/ContributingManager0PHIL AND PAT WILLIS
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
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/AppliedToCurrentYear012
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted06227
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear102177
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear205048
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear3010282
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear409722
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear501955
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus06215
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY06215
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear022969
IRS990PF/UndistributedIncome/ExcessFromYear102177
IRS990PF/UndistributedIncome/ExcessFromYear205048
IRS990PF/UndistributedIncome/ExcessFromYear3010282
IRS990PF/UndistributedIncome/ExcessFromYear405462
IRS990PF/UndistributedIncome/QualifyingDistributions012
IRS990PF/UndistributedIncome/TotalCorpus022969
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover029184
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990ScheduleB/ContributorInfo/AggregateContributions025000
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine102545 SPRING ARBORL RD STE 200
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0JACKSON
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0MI
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode049203
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual0PHIL WILLIS
IRS990ScheduleB/ContributorInfo/ContributorNumber01
IRS990ScheduleB/ContributorInfo/PersonContributionType0X
IRS990ScheduleB/GeneralRule0X
IRS990ScheduleB/Organization501c3ExemptPF0X
OtherExpensesSchedule/OtherExpenses/Description0EXPENSES
OtherExpensesSchedule/OtherExpenses/Description1ANNUAL FEE
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps012
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome013
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks025
TaxesSchedule/Taxes/Amount017
TaxesSchedule/Taxes/Category0INDIRECT TAXES/LICENSES
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0208604545
ReturnHeader/Filer/Name/BusinessNameLine10PHIL AND PAT WILLIS FOUNDATION
ReturnHeader/Filer/NameControl0PHIL
ReturnHeader/Filer/Phone05177888660
ReturnHeader/Filer/USAddress/AddressLine102545 SPRING ARBOR ROAD
ReturnHeader/Filer/USAddress/AddressLine20ROOM/SUITE 200
ReturnHeader/Filer/USAddress/City0JACKSON
ReturnHeader/Filer/USAddress/State0MI
ReturnHeader/Filer/USAddress/ZIPCode049203
ReturnHeader/Officer/DateSigned02012-10-10
ReturnHeader/Officer/Name0PHIL S WILLIS
ReturnHeader/Officer/Phone05177888660
ReturnHeader/Officer/Title0PRESIDENT
ReturnHeader/Preparer/DatePrepared02012-10-22
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10WILLIS & JURASEK PC CPAS
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine102545 SPRING ARBOR RD STE 200
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0JACKSON
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0MI
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0492033690
ReturnHeader/Preparer/Name0DENNIS C REGAN CPA
ReturnHeader/Preparer/Phone05177888660
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-10-01
ReturnHeader/TaxPeriodEndDate02012-09-30
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-10-24T07:09:39-05:00

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$95,390
Liabilities
$0
Net assets
$95,390
Revenue
-
Expenses
$42
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.18$0.16$0.01
2024Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.11$0.10$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.36$0.04$0.32
2022Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.32$0.06$0.26
2021Detailed filing. Detailed filing data is available for this year.$0.71$0.00$0.71$0.22$0.09$0.13
2020Detailed filing. Detailed filing data is available for this year.$0.58$0.00$0.58$0.17$0.19$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$0.26$0.05$0.20
2018Detailed filing. Detailed filing data is available for this year.$0.62$0.00$0.62$0.38$0.07$0.30
2017Detailed filing. Detailed filing data is available for this year.$0.38$0.00$0.38$0.04$0.04$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.39$0.00$0.39$0.28$0.05$0.23
2015Detailed filing. Detailed filing data is available for this year.$0.38$0.00$0.38$0.32$0.04$0.28
2014Detailed filing. Detailed filing data is available for this year.$0.64$0.40$0.24$0.10$0.09$0.02
2013Detailed filing. Detailed filing data is available for this year.$0.66$0.40$0.26$0.01
2012Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$0.00
2011Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$0.01