Civic Intelligence

The Maryellen S Willis Charitable Trust

990PF • Fiscal year 2016 • EIN 30-6410683

Oct 01, 2015 to Sep 30, 2016 • Filed on Aug 31, 2017

Organization Profile
4495-304 Roosevelt Boulevard 405Jacksonville, FL 32210

(904) 388-3826

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.00x

Higher debt load relative to assets than 23% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

19th percentile

0.00x

Higher debt load relative to revenue than 19% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Source year 2016

Net Margin

98th percentile

99%

Higher net margin than 98% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

31st percentile

$27,360

Higher top officer pay than 31% of similar nonprofits.

Top officer pay equals 0.4% of source-year revenue.

2016 filings • $5M-$10M nonprofits • Source year 2016

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Balance Sheet
Liabilities / Assets23rd percentile

Assets

$7,511,799

No earlier filing loaded for comparison.

Net Assets

$7,492,894

No earlier filing loaded for comparison.

Liabilities

$18,905

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue19th percentileNet Margin98th percentile

Revenue

$7,480,375

No earlier filing loaded for comparison.

Expenses

$90,120

No earlier filing loaded for comparison.

Net Income

$7,390,255

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$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

2016

Assets$7,511,799
Liabilities$18,905
Net Assets$7,492,894
Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$7,480,375
Expenses$90,120
Net Income$7,390,255
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2015 to Sep 30, 2016
Signed
Aug 31, 2017
Return Version
2015v3.0
Compensation and Service Providers
Top Officer Pay31st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVIDA S PARKERCEO/ Sr. Program OfficerPT$27,360-$27,360
AUTUMN R COMBSProgram OfficerPT$25,920-$25,920
MATTHEW S PARKERPart-Time Program OfficerPT$12,960-$12,960
Filing and Contact Details

Filer

Filer Name
The Maryellen S Willis Charitable Trust
EIN
30-6410683
Phone
9043883826
Address
4495-304 ROOSEVELT BOULEVARD 405, JACKSONVILLE, FL 32210

Signing Officer

Name
Davida Parker
Title
Trustee
Phone
9043883826
Signed
2017-08-31
Discuss with paid preparer
Yes

Preparer

Firm
Dixon Hughes Goodman Llp
Address
500 RIDGEFIELD COURT, ASHEVILLE, NC 28806
Preparer
Matthew Edelman
Phone
8282542254
Raw XML Appendix359 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/PersonsWithBooksName/BusinessNameLine1Txt0The Foundation
IRS990PF/StatementsRegardingActyGrp/PhoneNum09043883826
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0CHARITABLE PURPOSE, LENGTH OF TIME AND ITEMS COVERED, PAY OUT SCHEDULE OF FUNDS, SPECIAL CONDITIONS IMPOSED BY THE FOUNDATION, NAME AND PHONE NUMBER OF CONTACT PERSON AT THE FOUNDATION, REQUIREMENT OF FINAL REPORTS, CONDITIONS WARRANTING SUSPENSION OR CANCELLATION OF FUNDING BY THE FOUNDATION
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0THE MARYELLEN S WILLIS CHARITABLE T
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum09043883826
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt03113 HERSCHEL STREET
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0JACKSONVILLE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd032205
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt03000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0OPERATIONAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0RIVERSIDE AVENUE CHRISTIAN CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02841 RIVERSIDE AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0JACKSONVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd032205
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt03000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt065644
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt01288
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0284046
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt066932
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0218402
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt01288
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0MaryEllen Willis Trust
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt04495-304 ROOSEVLET BOULEVARD 405
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0JACKSONVILLE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd032210
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt07270063
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0SCHWAB CORPORATE BONDS
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1SCHWAB MUNICIPAL BONDS
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc2SCHWAB FIXED INCOME
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc3SCHWAB OTHER FIXED INCOME
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc4SCHWAB EQUITIES
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc5SCHWAB MUTUAL FUNDS
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc6SCHWAB EQUITY FUNDS
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc7SCHWAB OTHER ASSETS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0418848
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt11076415
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt252387
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt35000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt4487166
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt5759253
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt62667942
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt726700
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0418848
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt11076415
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt252387
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt35000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt4487166
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt5759253
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt62667942
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt726700
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OFFICE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1AMORTIZATION OF BOND COSTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0602
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt110305
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0602
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt110305
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt01842
OtherIncomeSchedule2/OtherIncomeDetail/Desc0MISCELLANEOUS REVENUE
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt01842
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01842
OtherIncreasesSchedule/OtherIncreasesDetail/Amt059977
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAINS/LOSSES
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVIDA PARKER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09043883826
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-08-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE MARYELLEN S WILLIS CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0MARY
ReturnHeader/Filer/EIN0306410683
ReturnHeader/Filer/PhoneNum09043883826
ReturnHeader/Filer/USAddress/AddressLine1Txt04495-304 ROOSEVELT BOULEVARD 405
ReturnHeader/Filer/USAddress/CityNm0JACKSONVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032210
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0560747981
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DIXON HUGHES GOODMAN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0500 RIDGEFIELD COURT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ASHEVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028806
ReturnHeader/PreparerPersonGrp/PhoneNum08282542254
ReturnHeader/PreparerPersonGrp/PreparationDt02017-08-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MATTHEW EDELMAN
ReturnHeader/ReturnTs02017-09-01T13:12:03-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-10-01
ReturnHeader/TaxPeriodEndDt02016-09-30
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,511,799
Liabilities
$18,905
Net assets
$7,492,894
Revenue
$7,480,375
Expenses
$90,120
Net income
$7,390,255
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.10$0.00$9.09$0.21$0.50$0.30
2023Detailed filing. Detailed filing data is available for this year.$8.07$0.00$8.07$0.37$0.47$0.10
2022Detailed filing. Detailed filing data is available for this year.$7.27$0.00$7.27$0.54$0.49$0.05
2021Detailed filing. Detailed filing data is available for this year.$8.63$0.00$8.63$0.95$0.44$0.51
2020Detailed filing. Detailed filing data is available for this year.$7.50$0.00$7.50$0.11$0.43$0.54
2019Detailed filing. Detailed filing data is available for this year.$7.55$0.00$7.55$0.27$0.45$0.18
2018Detailed filing. Detailed filing data is available for this year.$7.66$0.00$7.66$0.27$0.45$0.19
2017Detailed filing. Detailed filing data is available for this year.$7.83$0.00$7.83$0.53$0.37$0.16
2016Detailed filing. Detailed filing data is available for this year.$7.51$0.02$7.49$7.48$0.09$7.39