Civic Intelligence

William Mcdaniel Charitable Foundation Inc

990PF • Fiscal year 2019 • EIN 26-1267127

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 15, 2020

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

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

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

1st percentile

-933909%

Higher net margin than 1% of similar nonprofits.

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

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.

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

Asset Growth

2nd percentile

-100%

Faster asset growth than 2% of similar nonprofits.

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

Revenue Growth

1st percentile

-100%

Faster revenue growth than 1% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $938,910 (-100%) from 2018

Net Assets

Down

$0

Down $933,909 (-100%) from 2018

Liabilities

Down

$0

Down $5,001 (-100%) from 2018

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin1st percentile

Revenue

Down

$100

Down $86,415 (-100%) from 2018

Expenses

Up

$934,009

Up $918,102 (+5772%) from 2018

Net Income

Down

-$933,909

Down $1,004,517 (-1423%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth2nd 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

2019

Assets$0
Liabilities$0
Net Assets$0
Open 2019 Filing

Operations Trend

Revenue Growth1st 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

2019

Revenue$100
Expenses$934,009
Net Income-$933,909
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 15, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
William McDanielTrustee-$0--
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
2020-07-15
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 Appendix261 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Support Museum exhibits, research, and education programs.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Fidelity Charitable Giving
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OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt05000
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt11
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0TRUSTEE COMPENSATION PAYABLE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc1FIDELITY WMFC PAYABLE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc2PENALTIES PAYABLE
TaxesSchedule/TaxesDetail/CategoryTxt02018 ESTIMATED TAX PENALTY
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM MCDANIEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum06174592464
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-15
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/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/PreparationDt02020-07-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TIM F AGNEW
ReturnHeader/ReturnTs02020-07-09T13:47:23-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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Filings

Displayed year

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

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$100
Expenses
$934,009
Net income
-$933,909
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