Civic Intelligence

The Willy Foundation Inc

990PF • Fiscal year 2017 • EIN 27-0839151

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 08, 2018

Organization Profile
1412 Sweetbrier RoadCharleston, WV 25314

(304) 342-4453

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.

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

93rd percentile

56%

Higher net margin than 93% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

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.

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

71st percentile

15%

Faster asset growth than 71% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

17th percentile

-28%

Faster revenue growth than 17% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$179,088

Up $23,763 (+15%) from 2016

Net Assets

Up

$179,088

Up $23,763 (+15%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin93rd percentile

Revenue

Down

$42,428

Down $16,349 (-28%) from 2016

Expenses

Up

$18,665

Up $2,400 (+15%) from 2016

Net Income

Down

$23,763

Down $18,749 (-44%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth71st percentile

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

$300K$200K$100K$0Assets 2015: $112,813Liabilities 2015: $0Net Assets 2015: $112,8132015Assets 2016: $155,325Liabilities 2016: $0Net Assets 2016: $155,3252016Assets 2017: $179,088Liabilities 2017: $0Net Assets 2017: $179,0882017Assets 2018: $199,217Liabilities 2018: $0Net Assets 2018: $199,2172018Assets 2019: $220,880Liabilities 2019: $0Net Assets 2019: $220,8802019Assets 2020: $221,596Liabilities 2020: $0Net Assets 2020: $221,5962020Assets 2021: $220,821Liabilities 2021: $0Net Assets 2021: $220,8212021Assets 2022: $219,503Liabilities 2022: $0Net Assets 2022: $219,5032022Assets 2023: $220,343Liabilities 2023: $0Net Assets 2023: $220,3432023Assets 2024: $222,976Liabilities 2024: $0Net Assets 2024: $222,9762024

Highlighted filing

2017

Assets$179,088
Liabilities$0
Net Assets$179,088
Open 2017 Filing

Operations Trend

Revenue Growth17th percentile

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

$60K$40K$20K$0-$20KRevenue 2015: $56,396Expenses 2015: $24,676Net Income 2015: $31,7202015Revenue 2016: $58,777Expenses 2016: $16,265Net Income 2016: $42,5122016Revenue 2017: $42,428Expenses 2017: $18,665Net Income 2017: $23,7632017Revenue 2018: $40,510Expenses 2018: $20,381Net Income 2018: $20,1292018Revenue 2019: $45,058Expenses 2019: $23,395Net Income 2019: $21,6632019Revenue 2020: $6,631Expenses 2020: $5,915Net Income 2020: $7162020Revenue 2021: $6,077Expenses 2021: $6,852Net Income 2021: -$7752021Revenue 2022: $6,833Expenses 2022: $8,151Net Income 2022: -$1,3182022Revenue 2023: $5,575Expenses 2023: $4,735Net Income 2023: $8402023Revenue 2024: $10,028Expenses 2024: $7,395Net Income 2024: $2,6332024

Highlighted filing

2017

Revenue$42,428
Expenses$18,665
Net Income$23,763
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 8, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES W SHUMANPresident-$0--
JANE H SHUMANSec/Treas-$0--
GRANT P H SHUMANChairman-$0--
EDWARD S SHUMANVice-Preside-$0--
JONATHAN S SHUMANVice-Preside-$0--
Filing and Contact Details

Filer

Filer Name
The Willy Foundation Inc
EIN
27-0839151
Phone
3043424453
Address
1412 SWEETBRIER ROAD, CHARLESTON, WV 25314

Signing Officer

Name
James W Shuman
Title
President
Phone
3043424453
Signed
2018-11-08

Preparer

Firm
Ellis & Ellis Pllc
Address
500 VIRGINIA ST E STE 1000, CHARLESTON, WV 25301
Preparer
Michael C Ellis
Phone
3043424169
Raw XML Appendix299 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0KANAWHA COUNTY SCHOOLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1GEORGE WASHINGTON HIGH SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0200 ELIZABETH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11522 TENNIS CLUB ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CHARLESTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1CHARLESTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WV
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1WV
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd025311
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd125314
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt05030
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt08201
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt08201
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt016213
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt024676
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt018653
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt029542
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt08533
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt08533
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt099548
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt010464
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt016213
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt024676
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt018653
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt029542
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt018665
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt010464
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0108081
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt097617
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OFFICE, POSTAGE & WEB
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2PAYPAL AND BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5EVENT AND PROGRAM COSTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt01673
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1115
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt220
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt31006
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt49946
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01673
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1115
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt220
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt31006
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt49946
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0-82
OtherIncomeSchedule2/OtherIncomeDetail/Desc0UNREALIZED GAIN
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-82
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES W SHUMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03043424453
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE WILLY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0270839151
ReturnHeader/Filer/PhoneNum03043424453
ReturnHeader/Filer/USAddress/AddressLine1Txt01412 SWEETBRIER ROAD
ReturnHeader/Filer/USAddress/CityNm0CHARLESTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WV
ReturnHeader/Filer/USAddress/ZIPCd025314
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId00B4DF2F5CE6F6F7783FCAD477C28659DC5AAC09A
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C0A89D063F4D88D6716A5FBE9CEDEB9D826B4926
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt034.219.240.82
ReturnHeader/FilingSecurityInformation/IPDt02018-11-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm006:17:44
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0550771644
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ELLIS & ELLIS PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0500 VIRGINIA ST E STE 1000
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHARLESTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WV
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd025301
ReturnHeader/PreparerPersonGrp/PhoneNum03043424169
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL C ELLIS
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-11-14T07:17:44-05:00
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
$179,088
Liabilities
$0
Net assets
$179,088
Revenue
$42,428
Expenses
$18,665
Net income
$23,763
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.23$0.00$2.23$0.10$0.07$0.03
2023Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$0.06$0.05$0.01
2022Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$0.07$0.08$0.01
2021Detailed filing. Detailed filing data is available for this year.$2.21$0.00$2.21$0.06$0.07$0.01
2020Detailed filing. Detailed filing data is available for this year.$2.22$0.00$2.22$0.07$0.06$0.01
2019Detailed filing. Detailed filing data is available for this year.$2.21$0.00$2.21$0.45$0.23$0.22
2018Detailed filing. Detailed filing data is available for this year.$1.99$0.00$1.99$0.41$0.20$0.20
2017Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.79$0.42$0.19$0.24
2016Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.59$0.16$0.43
2015Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.56$0.25$0.32