Civic Intelligence

The Maryellen S Willis Charitable Trust

EIN 30-6410683 • Jacksonville, FL

4495-304 Roosevelt Blvd 405Jacksonville, FL 32210
Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

Higher debt load relative to assets than 26% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.02x

Higher debt load relative to revenue than 33% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Net Margin

4th percentile

-145%

Higher net margin than 4% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Top Officer Pay

74th percentile

$25,920

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 12.6% of source-year revenue.

$5M-$10M nonprofits • Source year 2024

Asset Growth

72nd percentile

12%

Faster asset growth than 72% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2022 to 2024

Revenue Growth

8th percentile

-38%

Faster revenue growth than 8% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2022 to 2024

Assets

Up

$9,095,477

Up $1,027,677 (+13%) from 2023

Liabilities

Up

$3,124

Up $1,549 (+98%) from 2023

Net Assets

Up

$9,092,353

Up $1,026,128 (+13%) from 2023

Revenue

Down

$205,387

Down $168,291 (-45%) from 2023

Expenses

Up

$502,698

Up $31,240 (+6.6%) from 2023

Net Income

Down

-$297,311

Down $199,531 (-204%) from 2023

Trend Graphs

Balance Sheet Trend

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

$10M$5.0M$0Assets 2016: $7,511,799Liabilities 2016: $18,905Net Assets 2016: $7,492,8942016Assets 2017: $7,833,706Liabilities 2017: $2,333Net Assets 2017: $7,831,3732017Assets 2018: $7,661,771Liabilities 2018: $1,942Net Assets 2018: $7,659,8292018Assets 2019: $7,549,056Liabilities 2019: $1,903Net Assets 2019: $7,547,1532019Assets 2020: $7,502,768Liabilities 2020: $1,854Net Assets 2020: $7,500,9142020Assets 2021: $8,629,177Liabilities 2021: $1,848Net Assets 2021: $8,627,3292021Assets 2022: $7,267,439Liabilities 2022: $1,590Net Assets 2022: $7,265,8492022Assets 2023: $8,067,800Liabilities 2023: $1,575Net Assets 2023: $8,066,2252023Assets 2024: $9,095,477Liabilities 2024: $3,124Net Assets 2024: $9,092,3532024

Highlighted filing

2024

Assets$9,095,477
Liabilities$3,124
Net Assets$9,092,353

Operations Trend

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

$10M$5.0M$0-$5.0MRevenue 2016: $7,480,375Expenses 2016: $90,120Net Income 2016: $7,390,2552016Revenue 2017: $529,441Expenses 2017: $374,137Net Income 2017: $155,3042017Revenue 2018: $267,756Expenses 2018: $453,650Net Income 2018: -$185,8942018Revenue 2019: $274,790Expenses 2019: $452,677Net Income 2019: -$177,8872019Revenue 2020: -$107,616Expenses 2020: $433,008Net Income 2020: -$540,6242020Revenue 2021: $954,153Expenses 2021: $440,864Net Income 2021: $513,2892021Revenue 2022: $542,315Expenses 2022: $494,599Net Income 2022: $47,7162022Revenue 2023: $373,678Expenses 2023: $471,458Net Income 2023: -$97,7802023Revenue 2024: $205,387Expenses 2024: $502,698Net Income 2024: -$297,3112024

Highlighted filing

2024

Revenue$205,387
Expenses$502,698
Net Income-$297,311

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Nov 19, 2025
Return Version
2023v6.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-DirectorPT$25,920-$25,920
-DirectorPT$25,920-$25,920
-DirectorPT$25,920-$25,920
Filing and Contact Details

Filer

Filer Name
The Maryellen S Willis Charitable Trust
EIN
30-6410683
Phone
9043883826
Address
4495-304 Roosevelt Blvd 405, Jacksonville, FL 32210

Signing Officer

Name
Davida Parker
Title
Trustee
Signed
2025-11-19
Discuss with paid preparer
Yes

Preparer

Firm
Forvis Mazars LLP
Address
500 Ridgefield Court, Asheville, NC 28806
Preparer
Amy Bibby
Phone
8282542254
Raw XML AppendixShowing 400 of 769 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/RecipientBusinessName/BusinessNameLine1Txt2Basca Inc
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3Blessing Others All the Time
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7Doing What We Dream Inc
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8Downtown Ecumenical Services Council
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9Drug Free Duval
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10Family Promise of Jacksonville
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt11First Coast Cultural Center
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt21Jacksonville University
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt22James Weldon Johnson Middle School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt23Kelly's Kids Inc
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt24Mainspring Academy
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt25Mercy Support Services
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt26Museum Of Science & History Of Jacksonville

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