Civic Intelligence

The John and Mary Willis Foundation

990PF • Fiscal year 2020 • EIN 36-3993407

Jan 01, 2020 to Dec 31, 2020 • Filed on May 05, 2021

Organization Profile
2118 North HudsonChicago, IL 60614

(312) 422-2400

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

24th percentile

-19%

Higher net margin than 24% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

7th percentile

-54%

Faster asset growth than 7% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

88th percentile

50%

Faster revenue growth than 88% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$2,507

Down $2,912 (-54%) from 2019

Net Assets

Down

$2,507

Down $2,912 (-54%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin24th percentile

Revenue

Up

$15,082

Up $5,020 (+50%) from 2019

Expenses

Down

$17,994

Down $13,076 (-42%) from 2019

Net Income

Up

-$2,912

Up $18,096 (+86%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth7th percentile

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

$150K$100K$50K$0Assets 2013: $105,245Liabilities 2013: $0Net Assets 2013: $105,2452013Assets 2014: $63,434Liabilities 2014: $0Net Assets 2014: $63,4342014Assets 2015: $58,154Liabilities 2015: $0Net Assets 2015: $58,1542015Assets 2016: $48,376Liabilities 2016: $0Net Assets 2016: $48,3762016Assets 2017: $30,981Liabilities 2017: $0Net Assets 2017: $30,9812017Assets 2018: $26,427Liabilities 2018: $0Net Assets 2018: $26,4272018Assets 2019: $5,419Liabilities 2019: $0Net Assets 2019: $5,4192019Assets 2020: $2,507Liabilities 2020: $0Net Assets 2020: $2,5072020Assets 2021: $6,144Liabilities 2021: $0Net Assets 2021: $6,1442021

Highlighted filing

2020

Assets$2,507
Liabilities$0
Net Assets$2,507
Open 2020 Filing

Operations Trend

Revenue Growth88th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50KRevenue 2013: $102,167Expenses 2013: $122,087Net Income 2013: -$19,9202013Revenue 2014: $71,904Expenses 2014: $113,715Net Income 2014: -$41,8112014Revenue 2015: $109,357Expenses 2015: $114,637Net Income 2015: -$5,2802015Revenue 2016: $50,753Expenses 2016: $60,532Net Income 2016: -$9,7792016Revenue 2017: $57,620Expenses 2017: $75,015Net Income 2017: -$17,3952017Revenue 2018: $63,134Expenses 2018: $67,688Net Income 2018: -$4,5542018Revenue 2019: $10,062Expenses 2019: $31,070Net Income 2019: -$21,0082019Revenue 2020: $15,082Expenses 2020: $17,994Net Income 2020: -$2,9122020Revenue 2021: $29,921Expenses 2021: $26,284Net Income 2021: $3,6372021

Highlighted filing

2020

Revenue$15,082
Expenses$17,994
Net Income-$2,912
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 5, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN R WILLISPresident-$0--
MARY S WILLISVice President-$0--
ELIZABETH A WILLISDirector-$0--
Filing and Contact Details

Filer

Filer Name
John and Mary Willis Foundation
EIN
36-3993407
Phone
3124222400
Address
2118 NORTH HUDSON, CHICAGO, IL 60614

Signing Officer

Name
John R Willis
Title
President
Phone
3124222400
Signed
2021-05-05
Discuss with paid preparer
Yes

Preparer

Firm
Topel Forman LLC
Address
500 N MICHIGAN AVE SUITE 1700, CHICAGO, IL 60611
Preparer
Maggie Thomason
Phone
3126420006
Raw XML Appendix331 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JOHN R WILLIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MARY S WILLIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2ELIZABETH A WILLIS
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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/AppliedToCurrentYearAmt0231
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0231
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt028671
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt062827
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt072755
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt055532
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0109777
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0109777
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0236056
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt016271
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt028671
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt062827
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt072755
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt055532
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt016502
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt016271
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0345833
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0329562
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0JOHN AND MARY WILLIS
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1JOHN AND MARY WILLIS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt02118 NORTH HUDSON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt12118 NORTH HUDSON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0CHICAGO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1CHICAGO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0IL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1IL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd060614
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd160614
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt010076
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt15000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt010076
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc01080 SHS VALLEY NATIONAL BANCORP MCN
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02020-06-09
IRS990ScheduleB/Organization501c3ExemptPFInd0X
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt010
TaxesSchedule/TaxesDetail/CategoryTxt0IL SECRETARY OF STATE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt010
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN R WILLIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03124222400
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOHN AND MARY WILLIS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JOHN
ReturnHeader/Filer/EIN0363993407
ReturnHeader/Filer/PhoneNum03124222400
ReturnHeader/Filer/USAddress/AddressLine1Txt02118 NORTH HUDSON
ReturnHeader/Filer/USAddress/CityNm0CHICAGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060614
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0362469413
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TOPEL FORMAN LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0500 N MICHIGAN AVE SUITE 1700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHICAGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060611
ReturnHeader/PreparerPersonGrp/PhoneNum03126420006
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MAGGIE THOMASON
ReturnHeader/ReturnTs02021-05-11T09:58:53-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOHN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WILLIS
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,507
Liabilities
$0
Net assets
$2,507
Revenue
$15,082
Expenses
$17,994
Net income
-$2,912
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.06$0.00$0.06$0.30$0.26$0.04
2020Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$0.15$0.18$0.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.05$0.00$0.05$0.10$0.31$0.21
2018Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.26$0.63$0.68$0.05
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.31$0.00$0.31$0.58$0.75$0.17
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.48$0.00$0.48$0.51$0.61$0.10
2015Detailed filing. Detailed filing data is available for this year.$0.58$0.00$0.58$1.09$1.15$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$0.72$1.14$0.42
2013Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$1.02$1.22$0.20