Civic Intelligence

William Mcdaniel Charitable Foundation Inc

990PF • Fiscal year 2017 • EIN 26-1267127

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 15, 2018

Organization Profile
11720 Easthampton CircleCharlotte, NC 28277

(617) 459-2464

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Net Margin

1st percentile

-840%

Higher net margin than 1% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

57th percentile

$5,000

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 71.3% of source-year revenue.

2017 filings • $500k-$1M nonprofits • Source year 2017

Asset Growth

18th percentile

-6.4%

Faster asset growth than 18% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

4th percentile

-54%

Faster revenue growth than 4% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$863,301

Down $58,937 (-6.4%) from 2016

Net Assets

Down

$863,301

Down $58,937 (-6.4%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin1st percentile

Revenue

Down

$7,016

Down $8,257 (-54%) from 2016

Expenses

Down

$65,953

Down $56,556 (-46%) from 2016

Net Income

Up

-$58,937

Up $48,299 (+45%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

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

$1.5M$1.0M$500K$0Assets 2013: $786,245Liabilities 2013: $0Net Assets 2013: $786,2452013Assets 2014: $814,445Liabilities 2014: $0Net Assets 2014: $814,4452014Assets 2015: $1,029,474Liabilities 2015: $0Net Assets 2015: $1,029,4742015Assets 2016: $922,238Liabilities 2016: $0Net Assets 2016: $922,2382016Assets 2017: $863,301Liabilities 2017: $0Net Assets 2017: $863,3012017Assets 2018: $938,910Liabilities 2018: $5,001Net Assets 2018: $933,9092018Assets 2019: $0Liabilities 2019: $0Net Assets 2019: $02019

Highlighted filing

2017

Assets$863,301
Liabilities$0
Net Assets$863,301
Open 2017 Filing

Operations Trend

Revenue Growth4th percentile

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

$1.0M$500K$0-$500K-$1.0MRevenue 2013: $37,072Expenses 2013: $57,930Net Income 2013: -$20,8582013Revenue 2014: $87,230Expenses 2014: $59,030Net Income 2014: $28,2002014Revenue 2015: $279,508Expenses 2015: $64,479Net Income 2015: $215,0292015Revenue 2016: $15,273Expenses 2016: $122,509Net Income 2016: -$107,2362016Revenue 2017: $7,016Expenses 2017: $65,953Net Income 2017: -$58,9372017Revenue 2018: $86,515Expenses 2018: $15,907Net Income 2018: $70,6082018Revenue 2019: $100Expenses 2019: $934,009Net Income 2019: -$933,9092019

Highlighted filing

2017

Revenue$7,016
Expenses$65,953
Net Income-$58,937
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 15, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
William McDanielTrustee-$5,000-$5,000
Filing and Contact Details

Filer

Filer Name
William McDaniel Charitable Foundation Inc
EIN
26-1267127
In Care Of
% WILLIAM MCDANIEL
Phone
6174592464
Address
11720 Easthampton Circle, Charlotte, NC 28277

Signing Officer

Name
William Mcdaniel
Title
President
Phone
6174592464
Signed
2018-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Smith & Howard Pc
Address
271 17TH STREET SUITE 1600, ATLANTA, GA 30363
Preparer
Tim F Agnew
Phone
4048746244
Raw XML Appendix282 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0William McDaniel
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IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02013
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt058000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt012384
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt064617
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt052233
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0428
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0428
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt070
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0BROKERAGE FEES
TaxesSchedule/TaxesDetail/CategoryTxt02015 TAXES
TaxesSchedule/TaxesDetail/CategoryTxt12016 ESTIMATED TAX PAYMENTS
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM MCDANIEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum06174592464
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0William McDaniel Charitable Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0261267127
ReturnHeader/Filer/InCareOfNm0% WILLIAM MCDANIEL
ReturnHeader/Filer/PhoneNum06174592464
ReturnHeader/Filer/USAddress/AddressLine1Txt011720 Easthampton Circle
ReturnHeader/Filer/USAddress/CityNm0Charlotte
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028277
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0AE5FE044654F959B5B490CCE3A130F0051FBFB88
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0AE5FE044654F959B5B490CCE3A130F0051FBFB88
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId067983820183185000010
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-11-14
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.227.246.66
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SMITH & HOWARD PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0271 17TH STREET SUITE 1600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ATLANTA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030363
ReturnHeader/PreparerPersonGrp/PhoneNum04048746244
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TIM F AGNEW
ReturnHeader/ReturnTs02018-11-14T12:51:46-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$863,301
Liabilities
$0
Net assets
$863,301
Revenue
$7,016
Expenses
$65,953
Net income
-$58,937
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.93$0.93
2018Detailed filing. Detailed filing data is available for this year.$0.94$0.01$0.93$0.09$0.02$0.07
2017Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.01$0.07$0.06
2016Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.02$0.12$0.11
2015Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.28$0.06$0.22
2014Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.09$0.06$0.03
2013Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$0.04$0.06$0.02