Civic Intelligence

John and Elizabeth Mcwilliams Charitable Tr

990PF • Fiscal year 2022 • EIN 30-6555628

Jan 01, 2022 to Dec 31, 2022 • Filed on Apr 24, 2023

Organization Profile
PO Box 1532Pennington, NJ 08534

(212) 852-3049

Siviq Scores

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

Liabilities / Assets

71st percentile

0.00x

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

2022 filings • NTEE T • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

67th percentile

0.00x

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

2022 filings • NTEE T • $1M-$5M nonprofits • Source year 2022

Net Margin

43rd percentile

-10.0%

Higher net margin than 43% of similar nonprofits.

2022 filings • NTEE T • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

90th percentile

$47,803

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 22.0% of source-year revenue.

2022 filings • NTEE T • $1M-$5M nonprofits • Source year 2022

Asset Growth

70th percentile

2.6%

Faster asset growth than 70% of similar nonprofits.

2022 filings • NTEE T • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

20th percentile

-67%

Faster revenue growth than 20% of similar nonprofits.

2022 filings • NTEE T • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets71st percentile

Assets

Up

$3,851,940

Up $96,120 (+2.6%) from 2021

Net Assets

Up

$3,851,940

Up $96,120 (+2.6%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue67th percentileNet Margin43rd percentile

Revenue

Down

$217,262

Down $449,737 (-67%) from 2021

Expenses

Up

$238,883

Up $26,594 (+13%) from 2021

Net Income

Down

-$21,621

Down $476,331 (-105%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

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

$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

2022

Assets$3,851,940
Liabilities$0
Net Assets$3,851,940
Open 2022 Filing

Operations Trend

Revenue Growth20th percentile

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

2022

Revenue$217,262
Expenses$238,883
Net Income-$21,621
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Apr 24, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay90th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BANK OF AMERICA N ATrustee-$47,803-$47,803
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
2023-04-24
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
301 GRANT STREET 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Lawrence Mcguire
Phone
4123556000
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4405352A100 AVANTOR INC
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt063452
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IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02017-11-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12018-01-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22017-02-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32018-02-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42018-01-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52018-01-29

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,851,940
Liabilities
$0
Net assets
$3,851,940
Revenue
$217,262
Expenses
$238,883
Net income
-$21,621
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