Civic Intelligence

William Mcdaniel Charitable Foundation Inc

990PF • Fiscal year 2018 • EIN 26-1267127

Jan 01, 2018 to Dec 31, 2018 • Filed on May 15, 2019

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

45th percentile

0.01x

Higher debt load relative to assets than 45% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

63rd percentile

0.06x

Higher debt load relative to revenue than 63% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Source year 2018

Net Margin

97th percentile

82%

Higher net margin than 97% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

57th percentile

$5,000

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 5.8% of source-year revenue.

2018 filings • $500k-$1M nonprofits • Source year 2018

Asset Growth

71st percentile

8.8%

Faster asset growth than 71% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

99th percentile

1133%

Faster revenue growth than 99% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets45th percentile

Assets

Up

$938,910

Up $75,609 (+8.8%) from 2017

Net Assets

Up

$933,909

Up $70,608 (+8.2%) from 2017

Liabilities

Up

$5,001

Up $5,001 from 2017

Revenue And Expenses
Liabilities / Revenue63rd percentileNet Margin97th percentile

Revenue

Up

$86,515

Up $79,499 (+1133%) from 2017

Expenses

Down

$15,907

Down $50,046 (-76%) from 2017

Net Income

Up

$70,608

Up $129,545 (+220%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth71st 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

2018

Assets$938,910
Liabilities$5,001
Net Assets$933,909
Open 2018 Filing

Operations Trend

Revenue Growth99th 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

2018

Revenue$86,515
Expenses$15,907
Net Income$70,608
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 15, 2019
Return Version
2018v3.1
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
2019-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Smith & Howard Pc
Address
271 17TH STREET NW SUITE 1600, ATLANTA, GA 30363
Preparer
Tim F Agnew
Phone
4048746244
Raw XML Appendix306 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/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt037047
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt027570
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt012384
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt015186
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt08000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt027570
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt064617
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0132
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0132
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OTHER EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0100
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Income
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0128
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0128
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt00
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt10
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt20
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0TRUSTEE COMPENSATION PAYABLE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc1FIDELITY WMFC PAYABLE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc2PENALTIES PAYABLE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt05000
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt11
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0144
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0BROKERAGE FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0144
TaxesSchedule/TaxesDetail/Amt01
TaxesSchedule/TaxesDetail/CategoryTxt02018 ESTIMATED TAX PENALTY
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM MCDANIEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum06174592464
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-15
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/AtSubmissionCreationDeviceId075B172023C3DE213660E5B32825B04CE6A879DEA
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId04DA45D1CA0EF717CA46A1B531AFFB246A857A9ED
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId067983820191355000004
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-05-15
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.227.246.66
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SMITH & HOWARD PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0271 17TH STREET NW SUITE 1600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ATLANTA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030363
ReturnHeader/PreparerPersonGrp/PhoneNum04048746244
ReturnHeader/PreparerPersonGrp/PreparationDt02019-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TIM F AGNEW
ReturnHeader/ReturnTs02019-05-15T09:59:34-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$938,910
Liabilities
$5,001
Net assets
$933,909
Revenue
$86,515
Expenses
$15,907
Net income
$70,608
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