Civic Intelligence

Charles Williams Trust

990PF • Fiscal year 2017 • EIN 23-2417678

Oct 01, 2016 to Sep 30, 2017 • Filed on Jan 26, 2018

Organization Profile
121 South Broad St 20th FloorPhiladelphia, PA 19107-4533

(215) 569-3535

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

15th percentile

-26%

Higher net margin than 15% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

28th percentile

-8.9%

Faster asset growth than 28% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

98th percentile

506%

Faster revenue growth than 98% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$16,826

Down $1,637 (-8.9%) from 2016

Net Assets

Down

$16,826

Down $1,637 (-8.9%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin15th percentile

Revenue

Up

$6,383

Up $5,329 (+506%) from 2016

Expenses

Up

$8,020

Up $7,470 (+1358%) from 2016

Net Income

Down

-$1,637

Down $2,141 (-425%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

$30K$20K$10K$0Assets 2011: $21,179Liabilities 2011: $02011Assets 2012: $18,944Liabilities 2012: $02012Assets 2013: $16,829Liabilities 2013: $02013Assets 2014: $16,503Liabilities 2014: $02014Assets 2015: $17,959Liabilities 2015: $0Net Assets 2015: $17,9592015Assets 2016: $18,463Liabilities 2016: $0Net Assets 2016: $18,4632016Assets 2017: $16,826Liabilities 2017: $0Net Assets 2017: $16,8262017Assets 2018: $11,975Liabilities 2018: $0Net Assets 2018: $11,9752018Assets 2019: $12,000Liabilities 2019: $0Net Assets 2019: $12,0002019Assets 2020: $12,008Liabilities 2020: $0Net Assets 2020: $12,0082020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021

Highlighted filing

2017

Assets$16,826
Liabilities$0
Net Assets$16,826
Open 2017 Filing

Operations Trend

Revenue Growth98th percentile

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

$20K$10K$0-$10K-$20KRevenue 2011: $1,387Expenses 2011: $3,650Net Income 2011: -$2,2632011Revenue 2012: $1,543Expenses 2012: $3,778Net Income 2012: -$2,2352012Revenue 2013: $1,162Expenses 2013: $3,277Net Income 2013: -$2,1152013Revenue 2014: $1,174Expenses 2014: $1,500Net Income 2014: -$3262014Revenue 2015: $3,832Expenses 2015: $3,334Net Income 2015: $4982015Revenue 2016: $1,054Expenses 2016: $550Net Income 2016: $5042016Revenue 2017: $6,383Expenses 2017: $8,020Net Income 2017: -$1,6372017Revenue 2018: $909Expenses 2018: $5,760Net Income 2018: -$4,8512018Revenue 2019: $29Expenses 2019: $4Net Income 2019: $252019Revenue 2020: $8Expenses 2020: $0Net Income 2020: $82020Revenue 2021: $1Expenses 2021: $12,009Net Income 2021: -$12,0082021

Highlighted filing

2017

Revenue$6,383
Expenses$8,020
Net Income-$1,637
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2016 to Sep 30, 2017
Signed
Jan 26, 2018
Return Version
2016v3.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HARRY JJ BELLWOARTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Charles Williams Trust
EIN
23-2417678
Phone
2155693535
Address
121 SOUTH BROAD ST 20TH FLOOR, PHILADELPHIA, PA 19107-4533

Signing Officer

Name
Harry Jj Bellwoar
Title
Trustee
Phone
2155693535
Signed
2018-01-26

Preparer

Firm
Schubert Gallagher Tyler & Mulcahey
Address
121 SOUTH BROAD ST 20TH FLOOR, PHILADELPHIA, PA 19107
Preparer
KATHLEEN M O'CONNELL
Phone
2155870119
Raw XML Appendix273 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
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc148 SHS FRONTIER COMMUNICATIONS
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt170
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0PURCHASE
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IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-1637
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt016826
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01068
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01068
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01068
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01078
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt010
IRS990PF/DistributableAmountGrp/TotalTaxAmt010
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt010
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt010
IRS990PF/FMVAssetsEOYAmt017410
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt018463
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt02918
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt018962
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0328
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01078
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt01068
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01068
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0685
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0326
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt02000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt02500
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt02500
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt07443
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt04432
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0685
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0326
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt02000
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt05500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt04432
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt09943
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt05511
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0SCHUBERT GALLAGHER
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01500
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0TRUSTEE FEES
TaxesSchedule/TaxesDetail/Amt020
TaxesSchedule/TaxesDetail/CategoryTxt0FORM 990-PF
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt020
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/PersonNm0HARRY JJ BELLWOAR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02155693535
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-01-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHARLES WILLIAMS TRUST
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0232417678
ReturnHeader/Filer/PhoneNum02155693535
ReturnHeader/Filer/USAddress/AddressLine1Txt0121 SOUTH BROAD ST 20TH FLOOR
ReturnHeader/Filer/USAddress/CityNm0PHILADELPHIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd0191074533
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId092712C2F5D777E7C8FA81D3F90D8697AB5313DC3
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId092712C2F5D777E7C8FA81D3F90D8697AB5313DC3
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0231601164
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SCHUBERT GALLAGHER TYLER & MULCAHEY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0121 SOUTH BROAD ST 20TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PHILADELPHIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019107
ReturnHeader/PreparerPersonGrp/PhoneNum02155870119
ReturnHeader/PreparerPersonGrp/PreparationDt02018-01-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KATHLEEN M O'CONNELL
ReturnHeader/ReturnTs02018-01-31T13:54:54-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-10-01
ReturnHeader/TaxPeriodEndDt02017-09-30
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,826
Liabilities
$0
Net assets
$16,826
Revenue
$6,383
Expenses
$8,020
Net income
-$1,637
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$12.0$12.0
2020Detailed filing. Detailed filing data is available for this year.$12.0$0.00$12.0$0.01$0.00$0.01
2019Detailed filing. Detailed filing data is available for this year.$12.0$0.00$12.0$0.03$0.00$0.03
2018Detailed filing. Detailed filing data is available for this year.$12.0$0.00$12.0$0.91$5.76$4.85
2017Detailed filing. Detailed filing data is available for this year.$16.8$0.00$16.8$6.38$8.02$1.64
2016Detailed filing. Detailed filing data is available for this year.$18.5$0.00$18.5$1.05$0.55$0.50
2015Detailed filing. Detailed filing data is available for this year.$18.0$0.00$18.0$3.83$3.33$0.50
2014Summary only. Only limited summary data is available for this year.$16.5$0.00$1.17$1.50$0.33
2013Summary only. Only limited summary data is available for this year.$16.8$0.00$1.16$3.28$2.12
2012Summary only. Only limited summary data is available for this year.$18.9$0.00$1.54$3.78$2.24
2011Summary only. Only limited summary data is available for this year.$21.2$0.00$1.39$3.65$2.26