Civic Intelligence

Phil and Pat Willis Foundation

990PF • Fiscal year 2013 • EIN 20-8604545

Oct 01, 2012 to Sep 30, 2013 • Filed on Dec 26, 2013

2545 Spring Arbor RoadRoom/Suite 20049203
Siviq Scores

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

Liabilities / Assets

89th percentile

0.60x

Higher debt load relative to assets than 89% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Source year 2013

Asset Growth

99th percentile

597%

Faster asset growth than 99% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$664,816

Up $569,426 (+597%) from 2012

Net Assets

Up

$264,816

Up $169,426 (+178%) from 2012

Liabilities

Up

$400,000

Up $400,000 from 2012

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$11,077

Up $11,035 (+26274%) from 2012

Net Income

-

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.

$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

2013

Assets$664,816
Liabilities$400,000
Net Assets$264,816

Operations Trend

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

2013

Revenue-
Expenses$11,077
Net Income-
Jump To
Filing Snapshot
Filing Period
Oct 1, 2012 to Sep 30, 2013
Signed
Dec 26, 2013
Return Version
2012v2.3
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PHIL S WILLISPresident-$0--
PATRICIA WILLISVice Pres-$0--
DANIEL MACHNIKVice Pres-$0--
SCOTT WILLISVice Pres-$0--
RICHARD SHEFFERLYTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantJACKSON SYMPHONY ORCHESTRAGENERAL LFUND-JACKSON, MI, US$3,000
Paid GrantJACKSON DISTRICT LIBRARYGENERAL FUND-JACKSON, MI, US$3,000
Filing and Contact Details

Filer

EIN
20-8604545
Raw XML AppendixShowing 400 of 465 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
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3300 INTUIT INC - END 364
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4156.191 ACTIVSION BLIZZARD INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5250 ALTRIA GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6322 AMERICA MOVIL SAB
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock71810 CBIZ INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8300 EXPRESS SCRIPTS HLDG CO
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock10225 GENERAL MOTORS CO
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock12700 ORACLE CORPORATLION
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock13358.628 PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock14200 PHILIP MORRIS INTERNATONAL
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock15254.22 EUROPACIFIC GROWTH FUND
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0PHIL S WILLIS
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2VICE PRES
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title3VICE PRES
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title4TRUSTEE
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IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
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IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/Form990TFiled0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0true
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0MI
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000true
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/GrantOrContriPaidDuringYear/Amount03000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount13000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0GENERAL LFUND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1GENERAL FUND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10JACKSON SYMPHONY ORCHESTRA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11JACKSON DISTRICT LIBRARY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10215 W MICHIGAN AVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11244 W MICHIGAN AVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0JACKSON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1JACKSON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0MI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1MI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode049201
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode149103
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear06000
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/AppliedToCurrentYear06012
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted022935
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear202177
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear305048
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear4010282
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear505462
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus016923
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY016923
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear06046
IRS990PF/UndistributedIncome/ExcessFromYear202177
IRS990PF/UndistributedIncome/ExcessFromYear303869
IRS990PF/UndistributedIncome/QualifyingDistributions06012
IRS990PF/UndistributedIncome/TotalCorpus06046
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover022969
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990ScheduleB/ContributorInfo/AggregateContributions097749
IRS990ScheduleB/ContributorInfo/AggregateContributions1113038
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine102545 SPRING ARBORL RD STE 200
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine11400 S JACKSON RD
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0JACKSON
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City1JACKSON
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0MI
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State1MI
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode049203
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode149201
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual0PHIL WILLIS
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual1PATRICIAL WILLIS
IRS990ScheduleB/ContributorInfo/ContributorNumber01
IRS990ScheduleB/ContributorInfo/ContributorNumber12
IRS990ScheduleB/ContributorInfo/NoncashContributionType0X
IRS990ScheduleB/ContributorInfo/NoncashContributionType1X
IRS990ScheduleB/ContributorInfo/PersonContributionType0X
IRS990ScheduleB/GeneralRule0X
IRS990ScheduleB/NoncashProperty/ContributorNumberFromPartI01
IRS990ScheduleB/NoncashProperty/ContributorNumberFromPartI12
IRS990ScheduleB/NoncashProperty/ContributorNumberFromPartI22
IRS990ScheduleB/NoncashProperty/ContributorNumberFromPartI31
IRS990ScheduleB/NoncashProperty/ContributorNumberFromPartI42
IRS990ScheduleB/NoncashProperty/ContributorNumberFromPartI52
IRS990ScheduleB/NoncashProperty/ContributorNumberFromPartI61
IRS990ScheduleB/NoncashProperty/ContributorNumberFromPartI72
IRS990ScheduleB/NoncashProperty/ContributorNumberFromPartI82
IRS990ScheduleB/NoncashProperty/ContributorNumberFromPartI91
IRS990ScheduleB/NoncashProperty/ContributorNumberFromPartI102
IRS990ScheduleB/NoncashProperty/ContributorNumberFromPartI112
IRS990ScheduleB/NoncashProperty/ContributorNumberFromPartI121
IRS990ScheduleB/NoncashProperty/ContributorNumberFromPartI132
IRS990ScheduleB/NoncashProperty/ContributorNumberFromPartI142
IRS990ScheduleB/NoncashProperty/ContributorNumberFromPartI151
IRS990ScheduleB/NoncashProperty/ContributorNumberFromPartI162
IRS990ScheduleB/NoncashProperty/ContributorNumberFromPartI172
IRS990ScheduleB/NoncashProperty/DateReceived02013-03-22
IRS990ScheduleB/NoncashProperty/DateReceived12012-10-09
IRS990ScheduleB/NoncashProperty/DateReceived22012-10-09
IRS990ScheduleB/NoncashProperty/DateReceived32013-03-22
IRS990ScheduleB/NoncashProperty/DateReceived42012-10-09
IRS990ScheduleB/NoncashProperty/DateReceived52012-10-09
IRS990ScheduleB/NoncashProperty/DateReceived62013-03-22
IRS990ScheduleB/NoncashProperty/DateReceived72012-10-09
IRS990ScheduleB/NoncashProperty/DateReceived82012-10-09
IRS990ScheduleB/NoncashProperty/DateReceived92013-03-22
IRS990ScheduleB/NoncashProperty/DateReceived102012-10-09
IRS990ScheduleB/NoncashProperty/DateReceived112013-08-09
IRS990ScheduleB/NoncashProperty/DateReceived122013-03-22
IRS990ScheduleB/NoncashProperty/DateReceived132012-10-09
IRS990ScheduleB/NoncashProperty/DateReceived142013-08-09
IRS990ScheduleB/NoncashProperty/DateReceived152013-03-22
IRS990ScheduleB/NoncashProperty/DateReceived162012-10-09
IRS990ScheduleB/NoncashProperty/DateReceived172013-08-09
IRS990ScheduleB/NoncashProperty/FairMarketValue014188
IRS990ScheduleB/NoncashProperty/FairMarketValue11733
IRS990ScheduleB/NoncashProperty/FairMarketValue214982
IRS990ScheduleB/NoncashProperty/FairMarketValue317379
IRS990ScheduleB/NoncashProperty/FairMarketValue48380
IRS990ScheduleB/NoncashProperty/FairMarketValue56130
IRS990ScheduleB/NoncashProperty/FairMarketValue619662
IRS990ScheduleB/NoncashProperty/FairMarketValue79072
IRS990ScheduleB/NoncashProperty/FairMarketValue825502
IRS990ScheduleB/NoncashProperty/FairMarketValue911548
IRS990ScheduleB/NoncashProperty/FairMarketValue1013628
IRS990ScheduleB/NoncashProperty/FairMarketValue116752
IRS990ScheduleB/NoncashProperty/FairMarketValue1218542
IRS990ScheduleB/NoncashProperty/FairMarketValue139917
IRS990ScheduleB/NoncashProperty/FairMarketValue148104
IRS990ScheduleB/NoncashProperty/FairMarketValue1516165
IRS990ScheduleB/NoncashProperty/FairMarketValue168556
IRS990ScheduleB/NoncashProperty/FairMarketValue17282

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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