Civic Intelligence

Williamson Charitable Foundation

990PF • Fiscal year 2020 • EIN 46-6017126

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 06, 2021

Organization Profile
PO Box 0634Milwaukee, WI 53201-0634

(605) 394-2076

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

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

Liabilities / Revenue

60th percentile

0.00x

Higher debt load relative to revenue than 60% of similar nonprofits.

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

Net Margin

8th percentile

-138%

Higher net margin than 8% of similar nonprofits.

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

Top Officer Pay

77th percentile

$496

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 46.8% of source-year revenue.

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

Asset Growth

34th percentile

-4.9%

Faster asset growth than 34% of similar nonprofits.

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

Revenue Growth

29th percentile

-38%

Faster revenue growth than 29% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$28,348

Down $1,463 (-4.9%) from 2019

Net Assets

$28,348

No earlier filing loaded for comparison.

Liabilities

Up

$1

Up $1 from 2019

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin8th percentile

Revenue

Down

$1,060

Down $644 (-38%) from 2019

Expenses

Down

$2,521

Down $532 (-17%) from 2019

Net Income

Down

-$1,461

Down $112 (-8.3%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

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

$60K$40K$20K$0Assets 2011: $43,046Liabilities 2011: $02011Assets 2012: $42,703Liabilities 2012: $02012Assets 2013: $41,678Liabilities 2013: $34Net Assets 2013: $41,6442013Assets 2014: $40,454Liabilities 2014: $9Net Assets 2014: $40,4452014Assets 2015: $37,723Liabilities 2015: $1Net Assets 2015: $37,7232015Assets 2019: $29,811Liabilities 2019: $02019Assets 2020: $28,348Liabilities 2020: $1Net Assets 2020: $28,3482020Assets 2021: $29,735Liabilities 2021: $1Net Assets 2021: $29,7352021Assets 2022: $27,718Liabilities 2022: $0Net Assets 2022: $27,7182022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2020

Assets$28,348
Liabilities$1
Net Assets$28,348
Open 2020 Filing

Operations Trend

Revenue Growth29th percentile

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

$40K$20K$0-$20K-$40KRevenue 2011: $2,795Expenses 2011: $3,797Net Income 2011: -$1,0022011Revenue 2012: $3,883Expenses 2012: $4,226Net Income 2012: -$3432012Revenue 2013: $2,819Expenses 2013: $3,879Net Income 2013: -$1,0602013Revenue 2014: $2,640Expenses 2014: $3,840Net Income 2014: -$1,2002014Revenue 2015: $777Expenses 2015: $3,441Net Income 2015: -$2,6642015Revenue 2019: $1,704Expenses 2019: $3,053Net Income 2019: -$1,3492019Revenue 2020: $1,060Expenses 2020: $2,521Net Income 2020: -$1,4612020Revenue 2021: $4,389Expenses 2021: $3,003Net Income 2021: $1,3862021Revenue 2022: $756Expenses 2022: $2,767Net Income 2022: -$2,0112022Revenue 2023: -$2,877Expenses 2023: $23,587Net Income 2023: -$26,4642023

Highlighted filing

2020

Revenue$1,060
Expenses$2,521
Net Income-$1,461
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 6, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
US BANK N ATrustee-$496-$496
Filing and Contact Details

Filer

Filer Name
Wm Williamson Char Foundation Ta
EIN
46-6017126
Phone
6053942076
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
Corp Trustee
Title
Corp. Trustee
Phone
6053942076
Signed
2021-04-06
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
600 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Allison J Valenty
Phone
4123556000
Raw XML Appendix337 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/UndistributedIncomeGrp/AppliedToCurrentYearAmt0550
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
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IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01544
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01563
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt01013
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OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1000000000 MISCELLANEOUS ENTRY
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt154
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt154
OtherDecreasesSchedule/OtherDecreasesDetail/Amt02
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TaxesSchedule/TaxesDetail/Amt03
TaxesSchedule/TaxesDetail/Amt12
TaxesSchedule/TaxesDetail/Amt24
TaxesSchedule/TaxesDetail/Amt33
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAX PAYMENT - PRIOR YE
TaxesSchedule/TaxesDetail/CategoryTxt2FEDERAL ESTIMATES - PRINCIPAL
TaxesSchedule/TaxesDetail/CategoryTxt3FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt30
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt03
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt33
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CORP TRUSTEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CORP. TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06053942076
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-04-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WM WILLIAMSON CHAR FOUNDATION TA
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0466017126
ReturnHeader/Filer/PhoneNum06053942076
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 0634
ReturnHeader/Filer/USAddress/CityNm0MILWAUKEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0532010634
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0134008324
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PRICEWATERHOUSECOOPERS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0600 GRANT STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015219
ReturnHeader/PreparerPersonGrp/PhoneNum04123556000
ReturnHeader/PreparerPersonGrp/PreparationDt02021-04-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALLISON J VALENTY
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-05-07T19:00:35-05:00
ReturnHeader/ReturnTypeCd0990PF
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
$28,348
Liabilities
$1
Net assets
$28,348
Revenue
$1,060
Expenses
$2,521
Net income
-$1,461
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$2.88$23.6$26.5
2022Detailed filing. Detailed filing data is available for this year.$27.7$0.00$27.7$0.76$2.77$2.01
2021Detailed filing. Detailed filing data is available for this year.$29.7$0.00$29.7$4.39$3.00$1.39
2020Detailed filing. Detailed filing data is available for this year.$28.3$0.00$28.3$1.06$2.52$1.46
2019Summary only. Only limited summary data is available for this year.$29.8$0.00$1.70$3.05$1.35
2015Detailed filing. Detailed filing data is available for this year.$37.7$0.00$37.7$0.78$3.44$2.66
2014Detailed filing. Detailed filing data is available for this year.$40.5$0.01$40.4$2.64$3.84$1.20
2013Detailed filing. Detailed filing data is available for this year.$41.7$0.03$41.6$2.82$3.88$1.06
2012Summary only. Only limited summary data is available for this year.$42.7$0.00$3.88$4.23$0.34
2011Summary only. Only limited summary data is available for this year.$43.0$0.00$2.80$3.80$1.00