Civic Intelligence

Charles Williams Trust

990PF • Fiscal year 2015 • EIN 23-2417678

Oct 01, 2014 to Sep 30, 2015 • Filed on Jan 29, 2016

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

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Liabilities / Revenue

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Net Margin

69th percentile

13%

Higher net margin than 69% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Top Officer Pay

76th percentile

$500

Higher top officer pay than 76% of similar nonprofits.

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

2015 filings • <$500k nonprofits • Source year 2015

Asset Growth

66th percentile

8.8%

Faster asset growth than 66% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

96th percentile

226%

Faster revenue growth than 96% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$17,959

Up $1,456 (+8.8%) from 2014

Net Assets

$17,959

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin69th percentile

Revenue

Up

$3,832

Up $2,658 (+226%) from 2014

Expenses

Up

$3,334

Up $1,834 (+122%) from 2014

Net Income

Up

$498

Up $824 (+253%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth66th 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

2015

Assets$17,959
Liabilities$0
Net Assets$17,959
Open 2015 Filing

Operations Trend

Revenue Growth96th 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

2015

Revenue$3,832
Expenses$3,334
Net Income$498
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2014 to Sep 30, 2015
Signed
Jan 29, 2016
Return Version
2014v6.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HARRY JJ BELLWOARTrustee-$500-$500
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
2016-01-29
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
Raw XML Appendix294 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3SPRINGFIELD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd019111
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd119010
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd219152
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd319064
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt02000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
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/AppliedToCurrentYearAmt01315
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01315
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0326
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt02000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt02500
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt03650
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt04050
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt04050
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt09161
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0685
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0326
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt02000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt02500
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt03650
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0685
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt013211
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt012526
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0SCHUBERT GALLAGHER
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0750
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0750
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0958
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ADJUSTMENT TO RECONCILE UNCASHED CHECKS
TaxesSchedule/TaxesDetail/Amt084
TaxesSchedule/TaxesDetail/CategoryTxt0FORM 990-PF
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt084
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0HARRY JJ BELLWOAR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02155693535
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-01-29
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/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/PreparationDt02016-01-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KATHLEEN M O'CONNELL
ReturnHeader/ReturnTs02016-02-03T14:53:01-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-10-01
ReturnHeader/TaxPeriodEndDt02015-09-30
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,959
Liabilities
$0
Net assets
$17,959
Revenue
$3,832
Expenses
$3,334
Net income
$498
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