Civic Intelligence

Phil and Pat Willis Foundation

990PF • Fiscal year 2023 • EIN 20-8604545

Oct 01, 2022 to Sep 30, 2023 • Filed on Dec 19, 2023

Organization Profile
824 Browns Lake DriveJackson, MI 49203-5669

(517) 788-8660

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.

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

96th percentile

89%

Higher net margin than 96% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

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.

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

87th percentile

33%

Faster asset growth than 87% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

60th percentile

13%

Faster revenue growth than 60% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$1,293,849

Up $322,571 (+33%) from 2022

Net Assets

Up

$1,293,849

Up $322,571 (+33%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin96th percentile

Revenue

Up

$361,168

Up $41,612 (+13%) from 2022

Expenses

Down

$38,597

Down $19,135 (-33%) from 2022

Net Income

Up

$322,571

Up $60,747 (+23%) from 2022

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

2023

Assets$1,293,849
Liabilities$0
Net Assets$1,293,849
Open 2023 Filing

Operations Trend

Revenue Growth60th percentile

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

2023

Revenue$361,168
Expenses$38,597
Net Income$322,571
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2022 to Sep 30, 2023
Signed
Dec 19, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PHIL S WILLISPresident-$0--
PATRICIA WILLISVice Preside-$0--
DANIEL MACHNIKVice Preside-$0--
SCOTT WILLISVice Preside-$0--
RICHARD SHEFFERLYTrustee-$0--
THEODORE CRISTOFFTrustee-$0--
PHIL S WILLIS IVVice Preside-$0--
Filing and Contact Details

Filer

Filer Name
Phil & Pat Willis Foundation
EIN
20-8604545
Phone
5177888660
Address
824 BROWNS LAKE DRIVE, JACKSON, MI 49203-5669

Signing Officer

Name
Phil S Willis
Title
President
Phone
5177888660
Signed
2023-12-19

Preparer

Firm
Willis & Jurasek Pc Cpas
Address
4100 SPRING ARBOR ROAD, JACKSON, MI 49201-9306
Preparer
Dennis C Regan CPA
Phone
5177888660
Raw XML AppendixShowing 400 of 438 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/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
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IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
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IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0PHIL WILLIS
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0PHIL AND PAT WILLIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt03000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt310000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL FUND
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0GRAS LAKE HISTORICAL SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1JACKSON INTERFAITH SHELTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2JACKSON COUNTY PARKS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3MICHIGAN CROSSROADS CONCIL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0371 W MICHIGAN AVE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2200 W GANSON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt325369 MICHIGAN ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0GRASSS LAKE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2JACKSON
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt033339
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0107850
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt074511
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt07537
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt092671
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt074511
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt025697
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt07537
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt018160
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt033339
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt025697
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0100208
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0PHIL WILLIS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0824 BROWNS LAKE DRIVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0JACKSON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0MI
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd049203
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0272907
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0268407
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0ANNUITY SILAC POLICY
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02023-01-15

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,293,849
Liabilities
$0
Net assets
$1,293,849
Revenue
$361,168
Expenses
$38,597
Net income
$322,571
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