Civic Intelligence

Charles Williams Trust

EIN 23-2417678 • Philadelphia, PA

121 South Broad St 20th FloorPhiladelphia, PA 19107-4533
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2021

Liabilities / Revenue

62nd percentile

0.00x

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

<$500k nonprofits • Source year 2021

Net Margin

1st percentile

-1200800%

Higher net margin than 1% of similar nonprofits.

<$500k nonprofits • Source year 2021

Top Officer Pay

84th percentile

$500

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 13.0% of source-year revenue.

<$500k nonprofits • Source year 2015

Asset Growth

10th percentile

-100%

Faster asset growth than 10% of similar nonprofits.

<$500k nonprofits • Annualized from 2019 to 2021

Revenue Growth

9th percentile

-81%

Faster revenue growth than 9% of similar nonprofits.

<$500k nonprofits • Annualized from 2019 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $12,008 (-100%) from 2020

Liabilities

Flat

$0

Flat from 2020

Net Assets

Down

$0

Down $12,008 (-100%) from 2020

Operations
Liabilities / Revenue62nd percentileNet Margin1st percentile

Revenue

Down

$1

Down $7 (-88%) from 2020

Expenses

Up

$12,009

Up $12,009 from 2020

Net Income

Down

-$12,008

Down $12,016 (-150200%) from 2020

Trend Graphs

Balance Sheet Trend

Asset Growth10th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$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

2021

Assets$0
Liabilities$0
Net Assets$0
Open 2021 Filing

Operations Trend

Revenue Growth9th percentile

Revenue, expenses, and net income by year, with the latest 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

2021

Revenue$1
Expenses$12,009
Net Income-$12,008
Open 2021 Filing

Filings

Most recent year

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

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$1
Expenses
$12,009
Net income
-$12,008
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
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2020 to Sep 30, 2021
Signed
Oct 14, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHLEEN M O'CONNELLTrustee-$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
KATHLEEN M O'CONNELL
Title
Trustee
Phone
2155693535
Signed
2021-10-14
Discuss with paid preparer
Yes

Preparer

Firm
Schubert Gallagher Tyler & Mulcahey
Address
121 SOUTH BROAD ST 20TH FLOOR, PHILADELPHIA, PA 19107
Preparer
KATHLEEN M O'CONNELL
Phone
2155870119
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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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LegalFeesSchedule/LegalFeesGrp/CategoryTxt0SCHUBERT GALLAGHER
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LiquidationExplanationStmt/ExplanationTxt0TRUST IS BEING TERMINATED PURSUANT TO THE ORDER OF THE DELAWARE COUNTY ORPHANS' COURT AND DISTRIBUTION OF REMAINING ASSETS WAS MADE TO THE COMMUNITY COLLEGE OF PHILADELPHIA FOUNDATION AND THE DELAWARE COUNTY COMMUNITY COLLEGE EDUCATIONAL FOUNDATION IN ORDER TO CARRY OUT THE TRUST PURPOSES OF MAKING SCHOLARSHIPS TO GRADUATES OF PHILADELPHIA AND DELAWARE COUNTY HIGH SCHOOLS.
ReturnHeader/BuildTS02022-09-23 18:48:47Z
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