Civic Intelligence

Charles Williams Trust

990PF • Fiscal year 2018 • EIN 23-2417678

Oct 01, 2017 to Sep 30, 2018 • Filed on Jan 15, 2019

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.

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

2nd percentile

-534%

Higher net margin than 2% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

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.

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

14th percentile

-29%

Faster asset growth than 14% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

4th percentile

-86%

Faster revenue growth than 4% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$11,975

Down $4,851 (-29%) from 2017

Net Assets

Down

$11,975

Down $4,851 (-29%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin2nd percentile

Revenue

Down

$909

Down $5,474 (-86%) from 2017

Expenses

Down

$5,760

Down $2,260 (-28%) from 2017

Net Income

Down

-$4,851

Down $3,214 (-196%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth14th 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

2018

Assets$11,975
Liabilities$0
Net Assets$11,975
Open 2018 Filing

Operations Trend

Revenue Growth4th 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

2018

Revenue$909
Expenses$5,760
Net Income-$4,851
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2017 to Sep 30, 2018
Signed
Jan 15, 2019
Return Version
2017v2.3
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
2019-01-15
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 Appendix254 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/AssetDesc0TARGET CORP NOTE - 4.875%
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt014705
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt015173
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt02017-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt0468
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0656
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0656
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0656
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0660
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt04
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt04
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt04
IRS990PF/FMVAssetsEOYAmt011977
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt016826
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IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt014704
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt02101
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt016826
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IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt016826
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt011975
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt013394
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt010858
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02536
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0201
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0660
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt013193
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt013394
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0PHILADELPHIA
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IRS990PF/Organization4947a1TrtdPFInd0X
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt04
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IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt2CAPITAL GAINS USED TO FUND SCHOLARSHIPS
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0true
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
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IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
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IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
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IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
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LegalFeesSchedule/LegalFeesGrp/CategoryTxt0SCHUBERT GALLAGHER
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0750
TaxesSchedule/TaxesDetail/Amt010
TaxesSchedule/TaxesDetail/CategoryTxt0FORM 990-PF
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt010
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0HARRY JJ BELLWOAR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02155693535
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-01-15
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/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.196.41.42
ReturnHeader/FilingSecurityInformation/IPDt02019-01-25
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm007:49:49
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/PreparationDt02019-01-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KATHLEEN M O'CONNELL
ReturnHeader/ReturnTs02019-01-25T07:49:49-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-10-01
ReturnHeader/TaxPeriodEndDt02018-09-30
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,975
Liabilities
$0
Net assets
$11,975
Revenue
$909
Expenses
$5,760
Net income
-$4,851
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