Civic Intelligence

Charl Ormond Williams Foundation

990PF • Fiscal year 2019 • EIN 23-7089442

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 16, 2020

Organization Profile
131 Academy LnWinchester, VA 22601

(202) 256-3409

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.

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

6th percentile

-122%

Higher net margin than 6% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

80th percentile

$3,000

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 32.4% of source-year revenue.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

60th percentile

5.8%

Faster asset growth than 60% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

10th percentile

-50%

Faster revenue growth than 10% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$306,537

Up $16,915 (+5.8%) from 2018

Net Assets

Up

$306,537

Up $16,915 (+5.8%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin6th percentile

Revenue

Down

$9,272

Down $9,237 (-50%) from 2018

Expenses

Up

$20,619

Up $6,214 (+43%) from 2018

Net Income

Down

-$11,347

Down $15,451 (-376%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

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

$400K$300K$200K$100K$0Assets 2014: $0Liabilities 2014: $0Net Assets 2014: $02014Assets 2015: $0Liabilities 2015: $0Net Assets 2015: $02015Assets 2017: $332,945Liabilities 2017: $0Net Assets 2017: $332,9452017Assets 2018: $289,622Liabilities 2018: $0Net Assets 2018: $289,6222018Assets 2019: $306,537Liabilities 2019: $0Net Assets 2019: $306,5372019Assets 2020: $348,628Liabilities 2020: $0Net Assets 2020: $348,6282020

Highlighted filing

2019

Assets$306,537
Liabilities$0
Net Assets$306,537
Open 2019 Filing

Operations Trend

Revenue Growth10th percentile

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

$60K$40K$20K$0-$20KRevenue 2014: $0Expenses 2014: $0Net Income 2014: $02014Revenue 2015: $0Expenses 2015: $0Net Income 2015: $02015Revenue 2017: $24,258Expenses 2017: $10,905Net Income 2017: $13,3532017Revenue 2018: $18,509Expenses 2018: $14,405Net Income 2018: $4,1042018Revenue 2019: $9,272Expenses 2019: $20,619Net Income 2019: -$11,3472019Revenue 2020: $40,102Expenses 2020: $21,079Net Income 2020: $19,0232020

Highlighted filing

2019

Revenue$9,272
Expenses$20,619
Net Income-$11,347
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 16, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID A STUTTSTrustee-$3,000-$3,000
CLIFF STUTTSTrustee-$3,000-$3,000
GLEN ARHCERTrustee-$3,000-$3,000
Filing and Contact Details

Filer

Filer Name
Charl Ormond Williams Foundation
EIN
23-7089442
Address
131 ACADEMY LN, WINCHESTER, VA 22601

Signing Officer

Name
David Stutts
Title
Trustee
Phone
2022563409
Signed
2020-11-16
Discuss with paid preparer
Yes

Preparer

Firm
Mountain State Tax Service Inc
Address
2030 Sperrys Run Rd, Rio, WV 26755
Preparer
John J Brennskag EA
Phone
8559882937
Raw XML Appendix250 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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ReturnHeader/BuildTS02021-04-22 16:20:28Z
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ReturnHeader/Filer/EIN0237089442
ReturnHeader/Filer/USAddress/AddressLine1Txt0131 ACADEMY LN
ReturnHeader/Filer/USAddress/CityNm0WINCHESTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd022601
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId05DC814FCDB998F9B4FAEF8F98B956018C7F9FC61
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId05DC814FCDB998F9B4FAEF8F98B956018C7F9FC61
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId05512822020321pgwx3vq
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-11-16
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.31.172.132
ReturnHeader/FilingSecurityInformation/IPDt02020-11-16
ReturnHeader/FilingSecurityInformation/IPTm021:28:41
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0262946928
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Mountain State Tax Service Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02030 Sperrys Run Rd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Rio
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WV
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd026755
ReturnHeader/PreparerPersonGrp/PhoneNum08559882937
ReturnHeader/PreparerPersonGrp/PreparationDt02020-11-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0John J Brennskag EA
ReturnHeader/ReturnTs02020-11-16T21:27:52-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$306,537
Liabilities
$0
Net assets
$306,537
Revenue
$9,272
Expenses
$20,619
Net income
-$11,347
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$3.49$0.00$3.49$0.40$0.21$0.19
2019Detailed filing. Detailed filing data is available for this year.$3.07$0.00$3.07$0.09$0.21$0.11
2018Detailed filing. Detailed filing data is available for this year.$2.90$0.00$2.90$0.19$0.14$0.04
2017Detailed filing. Detailed filing data is available for this year.$3.33$0.00$3.33$0.24$0.11$0.13
2015Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00