Civic Intelligence

Williams Family Private Foundation

990PF • Fiscal year 2017 • EIN 27-2203213

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 14, 2018

Organization Profile
2625 Middlefield Road No 403Palo Alto, CA 94306-2516

(925) 997-9301

Siviq Scores

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

Liabilities / Assets

9th percentile

0.00x

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

2017 filings • $25M-$50M nonprofits • Source year 2017

Liabilities / Revenue

9th percentile

0.00x

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

2017 filings • $25M-$50M nonprofits • Source year 2017

Net Margin

85th percentile

40%

Higher net margin than 85% of similar nonprofits.

2017 filings • $25M-$50M nonprofits • Source year 2017

Top Officer Pay

15th percentile

$0

Higher top officer pay than 15% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • $25M-$50M nonprofits • Source year 2017

Asset Growth

41st percentile

2.7%

Faster asset growth than 41% of similar nonprofits.

2017 filings • $25M-$50M nonprofits • Annualized from 2016 to 2017

Revenue Growth

4th percentile

-53%

Faster revenue growth than 4% of similar nonprofits.

2017 filings • $25M-$50M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets9th percentile

Assets

Up

$26,758,866

Up $698,884 (+2.7%) from 2016

Net Assets

Up

$26,758,866

Up $698,884 (+2.7%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue9th percentileNet Margin85th percentile

Revenue

Down

$1,763,001

Down $2,008,199 (-53%) from 2016

Expenses

Down

$1,064,117

Down $469,311 (-31%) from 2016

Net Income

Down

$698,884

Down $1,538,888 (-69%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$30M$20M$10M$0Assets 2011: $1,044,316Liabilities 2011: $0Net Assets 2011: $1,044,3162011Assets 2012: $979,503Liabilities 2012: $0Net Assets 2012: $979,5032012Assets 2013: $5,955,730Liabilities 2013: $0Net Assets 2013: $5,955,7302013Assets 2014: $23,734,063Liabilities 2014: $0Net Assets 2014: $23,734,0632014Assets 2015: $23,807,817Liabilities 2015: $0Net Assets 2015: $23,807,8172015Assets 2016: $26,059,982Liabilities 2016: $0Net Assets 2016: $26,059,9822016Assets 2017: $26,758,866Liabilities 2017: $0Net Assets 2017: $26,758,8662017Assets 2018: $25,475,768Liabilities 2018: $0Net Assets 2018: $25,475,7682018Assets 2019: $24,419,221Liabilities 2019: $0Net Assets 2019: $24,419,2212019Assets 2020: $23,347,064Liabilities 2020: $0Net Assets 2020: $23,347,0642020Assets 2021: $23,284,321Liabilities 2021: $0Net Assets 2021: $23,284,3212021Assets 2022: $22,502,290Liabilities 2022: $0Net Assets 2022: $22,502,2902022Assets 2023: $20,252,079Liabilities 2023: $0Net Assets 2023: $20,252,0792023Assets 2024: $19,620,457Liabilities 2024: $0Net Assets 2024: $19,620,4572024

Highlighted filing

2017

Assets$26,758,866
Liabilities$0
Net Assets$26,758,866
Open 2017 Filing

Operations Trend

Revenue Growth4th percentile

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

$30M$20M$10M$0-$10MExpenses 2011: $44,6702011Expenses 2012: $114,2322012Revenue 2013: $5,097,819Expenses 2013: $121,592Net Income 2013: $4,976,2272013Revenue 2014: $21,317,641Expenses 2014: $169,745Net Income 2014: $21,147,8962014Revenue 2015: $823,777Expenses 2015: $748,623Net Income 2015: $75,1542015Revenue 2016: $3,771,200Expenses 2016: $1,533,428Net Income 2016: $2,237,7722016Revenue 2017: $1,763,001Expenses 2017: $1,064,117Net Income 2017: $698,8842017Revenue 2018: $915,990Expenses 2018: $1,859,435Net Income 2018: -$943,4452018Revenue 2019: $598,472Expenses 2019: $1,696,655Net Income 2019: -$1,098,1832019Revenue 2020: $1,047,690Expenses 2020: $2,132,683Net Income 2020: -$1,084,9932020Revenue 2021: $1,576,179Expenses 2021: $1,638,922Net Income 2021: -$62,7432021Revenue 2022: $1,021,043Expenses 2022: $1,803,074Net Income 2022: -$782,0312022Revenue 2023: $1,077,221Expenses 2023: $3,327,432Net Income 2023: -$2,250,2112023Revenue 2024: $1,768,958Expenses 2024: $2,400,580Net Income 2024: -$631,6222024

Highlighted filing

2017

Revenue$1,763,001
Expenses$1,064,117
Net Income$698,884
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 14, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay15th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEFFREY E WILLIAMSCo-President-$0--
MELISSA F WILLIAMSCo-President-$0--
Filing and Contact Details

Filer

Filer Name
Williams Family Private Foundation
EIN
27-2203213
Phone
9259979301
Address
2625 MIDDLEFIELD ROAD NO 403, PALO ALTO, CA 94306-2516

Signing Officer

Name
Jeffrey Williams
Title
Co-president
Phone
9259979301
Signed
2018-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Abbott Stringham & Lynch
Address
1530 MERIDIAN AVE 2ND FLR, SAN JOSE, CA 95125
Preparer
William T Melton Jr
Phone
4083778700
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Filings

Displayed year

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

Open filing
Assets
$26,758,866
Liabilities
$0
Net assets
$26,758,866
Revenue
$1,763,001
Expenses
$1,064,117
Net income
$698,884
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$19.6$0.00$19.6$1.77$2.40$0.63
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.3$0.00$20.3$1.08$3.33$2.25
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.5$0.00$22.5$1.02$1.80$0.78
2021Detailed filing. Detailed filing data is available for this year.$23.3$0.00$23.3$1.58$1.64$0.06
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$23.3$0.00$23.3$1.05$2.13$1.08
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$24.4$0.00$24.4$0.60$1.70$1.10
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.5$0.00$25.5$0.92$1.86$0.94
2017Detailed filing. Detailed filing data is available for this year.$26.8$0.00$26.8$1.76$1.06$0.70
2016Detailed filing. Detailed filing data is available for this year.$26.1$0.00$26.1$3.77$1.53$2.24
2015Detailed filing. Detailed filing data is available for this year.$23.8$0.00$23.8$0.82$0.75$0.08
2014Detailed filing. Detailed filing data is available for this year.$23.7$0.00$23.7$21.3$0.17$21.1
2013Detailed filing. Detailed filing data is available for this year.$5.96$0.00$5.96$5.10$0.12$4.98
2012Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.11
2011Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.04