Civic Intelligence

The William Allan Newton II Foundation Inc

EIN 30-0789306 • Charlotte, NC

Pub. 78 EligibleNTEE T12
7220 everett DrCharlotte, NC 28214
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

78th percentile

0.00x

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

NTEE T • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

79th percentile

0.00x

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

NTEE T • $500k-$1M nonprofits • Source year 2024

Net Margin

88th percentile

77%

Higher net margin than 88% of similar nonprofits.

NTEE T • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

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

NTEE T • $500k-$1M nonprofits • Source year 2024

Asset Growth

86th percentile

28%

Faster asset growth than 86% of similar nonprofits.

NTEE T • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

95th percentile

779%

Faster revenue growth than 95% of similar nonprofits.

NTEE T • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets78th percentile

Assets

Up

$597,906

Up $132,382 (+28%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$597,906

Up $132,382 (+28%) from 2023

Operations
Liabilities / Revenue79th percentileNet Margin88th percentile

Revenue

Up

$121,915

Up $108,038 (+779%) from 2023

Expenses

Up

$28,193

Up $2,238 (+8.6%) from 2023

Net Income

Up

$93,722

Up $105,800 (+876%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth86th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2014: $5,000Liabilities 2014: $0Net Assets 2014: $5,0002014Assets 2015: $7,500Liabilities 2015: $0Net Assets 2015: $7,5002015Assets 2016: $105,000Liabilities 2016: $0Net Assets 2016: $105,0002016Assets 2017: $117,500Liabilities 2017: $0Net Assets 2017: $117,5002017Assets 2018: $213,906Liabilities 2018: $0Net Assets 2018: $213,9062018Assets 2019: $304,423Liabilities 2019: $0Net Assets 2019: $304,4232019Assets 2020: $333,207Liabilities 2020: $0Net Assets 2020: $333,2072020Assets 2021: $490,434Liabilities 2021: $0Net Assets 2021: $490,4342021Assets 2022: $477,602Liabilities 2022: $0Net Assets 2022: $477,6022022Assets 2023: $465,524Liabilities 2023: $0Net Assets 2023: $465,5242023Assets 2024: $597,906Liabilities 2024: $0Net Assets 2024: $597,9062024

Highlighted filing

2024

Assets$597,906
Liabilities$0
Net Assets$597,906
Open 2024 Filing

Operations Trend

Revenue Growth95th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$150K$100K$50K$0-$50KRevenue 2014: $0Expenses 2014: $2,500Net Income 2014: -$2,5002014Revenue 2015: $5,000Expenses 2015: $2,500Net Income 2015: $2,5002015Revenue 2016: $100,000Expenses 2016: $2,500Net Income 2016: $97,5002016Revenue 2017: $20,000Expenses 2017: $7,500Net Income 2017: $12,5002017Revenue 2018: $103,906Expenses 2018: $7,500Net Income 2018: $96,4062018Revenue 2019: $103,192Expenses 2019: $12,675Net Income 2019: $90,5172019Revenue 2020: $41,541Expenses 2020: $12,757Net Income 2020: $28,7842020Revenue 2021: $177,377Expenses 2021: $20,150Net Income 2021: $157,2272021Revenue 2022: $13,074Expenses 2022: $25,906Net Income 2022: -$12,8322022Revenue 2023: $13,877Expenses 2023: $25,955Net Income 2023: -$12,0782023Revenue 2024: $121,915Expenses 2024: $28,193Net Income 2024: $93,7222024

Highlighted filing

2024

Revenue$121,915
Expenses$28,193
Net Income$93,722
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$597,906
Liabilities
$0
Net assets
$597,906
Revenue
$121,915
Expenses
$28,193
Net income
$93,722
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.98$0.00$5.98$1.22$0.28$0.94
2023Detailed filing. Detailed filing data is available for this year.$4.66$0.00$4.66$0.14$0.26$0.12
2022Detailed filing. Detailed filing data is available for this year.$4.78$0.00$4.78$0.13$0.26$0.13
2021Detailed filing. Detailed filing data is available for this year.$4.90$0.00$4.90$1.77$0.20$1.57
2020Detailed filing. Detailed filing data is available for this year.$3.33$0.00$3.33$0.42$0.13$0.29
2019Detailed filing. Detailed filing data is available for this year.$3.04$0.00$3.04$1.03$0.13$0.91
2018Detailed filing. Detailed filing data is available for this year.$2.14$0.00$2.14$1.04$0.08$0.96
2017Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.20$0.08$0.13
2016Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$1.00$0.03$0.98
2015Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$0.05$0.03$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.05$0.00$0.05$0.00$0.03$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 22, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
William A NewtonPresident /Treasurer/Director-$0--
Tayler P NewtonSecretary/Director-$0--
Aaron C TownsDirector-$0--
Mark O BelueDirector-$0--
Martha M MoretzDirector-$0--
Filing and Contact Details

Filer

Filer Name
William Allan Newton II Foundation Inc
EIN
30-0789306
Phone
7043942099
Address
7220 everett Dr, Charlotte, NC 28214

Signing Officer

Name
Willam A Newton
Title
President
Phone
7043942099
Signed
2025-09-22
Discuss with paid preparer
Yes

Preparer

Firm
Preston Sims & Darden PA
Address
3410 Healy Drive, Winston Salem, NC 27103
Preparer
Mark T Preston
Phone
3366556300
Raw XML Appendix321 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/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum07043942099
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0www.wanii-foundation.org
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0Contributions to five public charities serving children
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt027500
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt25500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt35500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt45500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Charitable Mission
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Charitable Mission
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Charitable Mission
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3Charitable Mission
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4Charitable Mission
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Marine Toys for Tots
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1The Masonic Home for Children at Oxford
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2Shriners Hospial for Children
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3Children of Promise International
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4Baptist Childrens Home of NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt018251 Quantico Gateway Dr
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1600 College Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO Box 1525
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt36844 Loop Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4P O Box 338
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Triangle
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Oxford
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Ranson
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Centerville
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Thomasville
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2WV
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd022173
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd127565
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd225438
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd345459
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd427361
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt027500
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/AppliedToCurrentYearAmt027500
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt027981
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0481
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01266
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01333
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0481
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0852
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01266
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01266
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt027500
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02118
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02599
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Grace W Newton
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0137 Fites Creek Road
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Mt Holly
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NC
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd028120
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0104715
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherIncreasesSchedule/OtherIncreasesDetail/Amt038660
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0FMV Adj
TaxesSchedule/TaxesDetail/Amt0193
TaxesSchedule/TaxesDetail/CategoryTxt0excise tax
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Willam A Newton
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum07043942099
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0William Allan Newton II Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0300789306
ReturnHeader/Filer/PhoneNum07043942099
ReturnHeader/Filer/USAddress/AddressLine1Txt07220 everett Dr
ReturnHeader/Filer/USAddress/CityNm0Charlotte
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028214
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0562147906
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Preston Sims & Darden PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03410 Healy Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Winston Salem
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027103
ReturnHeader/PreparerPersonGrp/PhoneNum03366556300
ReturnHeader/PreparerPersonGrp/PreparationDt02025-09-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mark T Preston
ReturnHeader/ReturnTs02025-09-22T02:23:05-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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