Civic Intelligence

Charl Ormond Williams Foundation

990PF • Fiscal year 2020 • EIN 23-7089442

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 12, 2021

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

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

87th percentile

47%

Higher net margin than 87% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

80th percentile

$3,000

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 7.5% of source-year revenue.

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

67th percentile

14%

Faster asset growth than 67% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

97th percentile

333%

Faster revenue growth than 97% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$348,628

Up $42,091 (+14%) from 2019

Net Assets

Up

$348,628

Up $42,091 (+14%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin87th percentile

Revenue

Up

$40,102

Up $30,830 (+333%) from 2019

Expenses

Up

$21,079

Up $460 (+2.2%) from 2019

Net Income

Up

$19,023

Up $30,370 (+268%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth67th 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

2020

Assets$348,628
Liabilities$0
Net Assets$348,628
Open 2020 Filing

Operations Trend

Revenue Growth97th 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

2020

Revenue$40,102
Expenses$21,079
Net Income$19,023
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 12, 2021
Return Version
2020v4.1
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-$0--
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
2021-10-12
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 Appendix301 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc212740000 SH OF TCW TOTAL RETURN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc31930000 SH OF BARON ASSET FD CL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc41540000 SH OF MORGAN STANLEY INSTL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc52230000 SH OF ABERDEEN US SMALL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc66400000 SH OF EDGEWOOD GROWTH FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc712830000 SH OF AB DISCOVERY GROWTH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8TEMPLETON GLBL BOND FD LONG TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9TEMPLETON GLBL BOND FD SHORT TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1011820090 SH OF GOLDMAN SACHS INTL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc111934040 SH OF ABERDEEN US SMALL CA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12597050 SH OF GOLDMAN SACHS INTL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13302910 SH OF ABERDEEN US SMALL CAP
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32020-10-12
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92020-10-09
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0DAVID A STUTTS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1CLIFF STUTTS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2GLEN ARHCER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0131 ACADEMY LN
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHARL ORMOND WILLIAMS FOUNDATION
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ReturnHeader/Filer/USAddress/AddressLine1Txt0131 ACADEMY LN
ReturnHeader/Filer/USAddress/CityNm0WINCHESTER
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ReturnHeader/Filer/USAddress/ZIPCd022601
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/PreparationDt02021-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0John J Brennskag EA
ReturnHeader/ReturnTs02021-11-12T13:50:49-05:00
ReturnHeader/ReturnTypeCd0990PF
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ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0STUTTS
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$348,628
Liabilities
$0
Net assets
$348,628
Revenue
$40,102
Expenses
$21,079
Net income
$19,023
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