Civic Intelligence

John and Elizabeth Mcwilliams

EIN 30-6555628 • Pennington, NJ

PO Box 1532Pennington, NJ 08534
Siviq Scores

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

Liabilities / Assets

76th percentile

0.00x

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

NTEE T • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

76th percentile

0.00x

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

NTEE T • $1M-$5M nonprofits • Source year 2024

Net Margin

76th percentile

56%

Higher net margin than 76% of similar nonprofits.

NTEE T • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

90th percentile

$50,609

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 10.3% of source-year revenue.

NTEE T • $1M-$5M nonprofits • Source year 2024

Asset Growth

60th percentile

4.5%

Faster asset growth than 60% of similar nonprofits.

NTEE T • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

93rd percentile

684%

Faster revenue growth than 93% of similar nonprofits.

NTEE T • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets76th percentile

Assets

Up

$3,857,812

Up $167,056 (+4.5%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$3,857,812

Up $167,056 (+4.5%) from 2023

Operations
Liabilities / Revenue76th percentileNet Margin76th percentile

Revenue

Up

$491,870

Up $429,120 (+684%) from 2023

Expenses

Up

$218,193

Up $3,861 (+1.8%) from 2023

Net Income

Up

$273,677

Up $425,259 (+281%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth60th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2019: $3,185,145Liabilities 2019: $0Net Assets 2019: $3,185,1452019Assets 2020: $3,274,704Liabilities 2020: $0Net Assets 2020: $3,274,7042020Assets 2021: $3,755,820Liabilities 2021: $0Net Assets 2021: $3,755,8202021Assets 2022: $3,851,940Liabilities 2022: $0Net Assets 2022: $3,851,9402022Assets 2023: $3,690,756Liabilities 2023: $0Net Assets 2023: $3,690,7562023Assets 2024: $3,857,812Liabilities 2024: $0Net Assets 2024: $3,857,8122024

Highlighted filing

2024

Assets$3,857,812
Liabilities$0
Net Assets$3,857,812
Open 2024 Filing

Operations Trend

Revenue Growth93rd percentile

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

$1.0M$500K$0-$500KRevenue 2019: $170,307Expenses 2019: $159,545Net Income 2019: $10,7622019Revenue 2020: $310,567Expenses 2020: $193,076Net Income 2020: $117,4912020Revenue 2021: $666,999Expenses 2021: $212,289Net Income 2021: $454,7102021Revenue 2022: $217,262Expenses 2022: $238,883Net Income 2022: -$21,6212022Revenue 2023: $62,750Expenses 2023: $214,332Net Income 2023: -$151,5822023Revenue 2024: $491,870Expenses 2024: $218,193Net Income 2024: $273,6772024

Highlighted filing

2024

Revenue$491,870
Expenses$218,193
Net Income$273,677
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$3,857,812
Liabilities
$0
Net assets
$3,857,812
Revenue
$491,870
Expenses
$218,193
Net income
$273,677
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.86$0.00$3.86$0.49$0.22$0.27
2023Detailed filing. Detailed filing data is available for this year.$3.69$0.00$3.69$0.06$0.21$0.15
2022Detailed filing. Detailed filing data is available for this year.$3.85$0.00$3.85$0.22$0.24$0.02
2021Detailed filing. Detailed filing data is available for this year.$3.76$0.00$3.76$0.67$0.21$0.45
2020Detailed filing. Detailed filing data is available for this year.$3.27$0.00$3.27$0.31$0.19$0.12
2019Detailed filing. Detailed filing data is available for this year.$3.19$0.00$3.19$0.17$0.16$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 9, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay90th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BANK OF AMERICA N ATrustee-$50,609-$50,609
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantUNIVERITY OF MINNESOTA FOUNDATIONGENERAL OPERATINGPCMINNEAPOLIS, MN, US$55,202
Paid GrantCSU-LONG BEACH 49ER FOUNDATIONGENERAL OPERATINGPCLONG BEACH, CA, US$55,202
Paid GrantSTANFORD UNIVERSITYGENERAL OPERATINGPCSTANFORD, CA, US$55,202
Filing and Contact Details

Filer

Filer Name
John and Elizabeth Mcwilliams
EIN
30-6555628
Phone
2128523049
Address
PO BOX 1532, PENNINGTON, NJ 08534

Signing Officer

Name
Bank of America N a
Title
Trustee
Phone
2128523049
Signed
2025-04-09
Discuss with paid preparer
Yes

Preparer

Firm
Pwc US Tax Llp
Address
301 GRANT STREET 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Lawrence Mcguire
Phone
4123556000
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6222822V101 CROWN CASTLE INTERNA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63254709108 DISCOVER FINANCIAL S
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64285512109 ELECTRONIC ARTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6542809H107 HESS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66438516106 HONEYWELL INTERNATIO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67443201108 HOWMET AEROSPACE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68461202103 INTUIT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6948251W104 KKR & CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70502441306 LVMH MOET HENNESSY L
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71532457108 ELI LILLY & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7267066G104 NVIDIA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7375513E101 RAYTHEON TECHNOLOGIE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7475734B100 REDDIT INC REG SHS-A
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1293616
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt394726
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4187921
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt545595
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6308748
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt776503
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt8154896
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt9135746
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1088994
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt11161707
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1243769
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt13151604
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0285552
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1289687
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2111391
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3129530
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4227732
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt543490
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6392310
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt775197
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1086744
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0165606
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt078
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt01076
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0195971
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt022221
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0218193
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0490382
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0491870
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt022221
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt052587
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02017-02-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12017-03-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22017-02-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32020-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42020-03-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52020-05-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62019-11-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72021-09-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82021-09-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92022-08-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102020-05-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112020-11-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122020-11-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132020-11-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142019-07-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152019-07-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162019-12-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172020-05-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182020-02-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192020-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202020-11-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212023-11-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222022-06-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232023-07-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242022-11-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252022-11-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262021-01-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272022-08-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282023-03-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292023-01-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302022-06-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312017-02-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322017-02-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332021-12-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342019-01-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352019-01-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362020-08-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372020-03-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382020-03-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392020-03-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402020-03-06

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