Civic Intelligence

Pettaway & Willis Foundation Inc.

990EZ • Fiscal year 2017 • EIN 47-4069976

Jan 01, 2017 to Dec 31, 2017 • Filed on Aug 15, 2018

Organization ProfileWWW.PETTAWAYWILLISFOUNDATION.ORG
4501 New Bern Ave N 130-135Raleigh, NC 27610

(646) 245-1488

Siviq Scores

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

Liabilities / Assets

79th percentile

0.00x

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

2017 filings • NTEE B82 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

79th percentile

0.00x

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

2017 filings • NTEE B82 • <$500k nonprofits • Source year 2017

Net Margin

60th percentile

20%

Higher net margin than 60% of similar nonprofits.

2017 filings • NTEE B82 • <$500k nonprofits • Source year 2017

Top Officer Pay

94th percentile

$0

Higher top officer pay than 94% of similar nonprofits.

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

2017 filings • NTEE B82 • <$500k nonprofits • Source year 2017

Asset Growth

93rd percentile

108%

Faster asset growth than 93% of similar nonprofits.

2017 filings • NTEE B82 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

53rd percentile

5.2%

Faster revenue growth than 53% of similar nonprofits.

2017 filings • NTEE B82 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets79th percentile

Assets

Up

$561

Up $291 (+108%) from 2016

Net Assets

Up

$561

Up $291 (+108%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue79th percentileNet Margin60th percentile

Revenue

Up

$1,463

Up $72 (+5.2%) from 2016

Expenses

Down

$1,172

Down $2,186 (-65%) from 2016

Net Income

Up

$291

Up $2,258 (+115%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth93rd percentile

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

$2.0K$1.0K$0-$1.0K-$2.0KAssets 2016: $270Liabilities 2016: $0Net Assets 2016: $2702016Assets 2017: $561Liabilities 2017: $0Net Assets 2017: $5612017Assets 2018: $520Liabilities 2018: $0Net Assets 2018: $5202018Assets 2019: $538Liabilities 2019: $0Net Assets 2019: $5382019Assets 2020: $581Liabilities 2020: $0Net Assets 2020: $5812020Assets 2021: $431Liabilities 2021: $0Net Assets 2021: $4312021Assets 2022: $194Liabilities 2022: $0Net Assets 2022: $1942022Assets 2023: $153Liabilities 2023: $926Net Assets 2023: -$7732023Assets 2024: $0Liabilities 2024: $1,933Net Assets 2024: -$1,9332024

Highlighted filing

2017

Assets$561
Liabilities$0
Net Assets$561
Open 2017 Filing

Operations Trend

Revenue Growth53rd percentile

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

$4.0K$2.0K$0-$2.0KRevenue 2016: $1,391Expenses 2016: $3,358Net Income 2016: -$1,9672016Revenue 2017: $1,463Expenses 2017: $1,172Net Income 2017: $2912017Revenue 2018: $1,808Expenses 2018: $1,849Net Income 2018: -$412018Revenue 2019: $355Expenses 2019: $337Net Income 2019: $182019Revenue 2020: $195Expenses 2020: $152Net Income 2020: $432020Revenue 2021: $0Expenses 2021: $150Net Income 2021: -$1502021Revenue 2022: $500Expenses 2022: $737Net Income 2022: -$2372022Revenue 2023: $128Expenses 2023: $1,095Net Income 2023: -$9672023Revenue 2024: $92Expenses 2024: $1,252Net Income 2024: -$1,1602024

Highlighted filing

2017

Revenue$1,463
Expenses$1,172
Net Income$291
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Aug 15, 2018
Return Version
2017v2.3
Gross Receipts
$1,463
Mission and Program Overview

Mission

To advocate for the community and to assist and empower youth and those from disadvantaged backgrounds.

Program Services

DescriptionGrantsExpenses
FEED THE HOMELESS AT THE HOLIDAYS AND PROVIDE BACKPACKS AND OTHER SCHOOL ITEMS$0$50
MOTIVATE KIDS AND PROVIDE SCHOLARSHIPS.$0$0
ADOPT FAMILIES AT THANKSGIVING AND CHRISTMAS.$0$0
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DR KIMBERLEY PETTAWAY-WILLISPresident-$0--
Filing and Contact Details

Filer

Filer Name
The Pettaway & Willis Foundation Inc
EIN
47-4069976
Phone
6462451488
Address
4501 NEW BERN AVE N 130-135, RALEIGH, NC 27610

Signing Officer

Name
Kimberly Pettaway Willis
Title
Dr
Phone
6462451488
Signed
2018-08-15
Discuss with paid preparer
Yes

Preparer

Firm
Hersman Serles Almond LLC
Address
PO BOX 789, KIRKLAND, WA 98083-0789
Preparer
Victoria K Serles
Phone
4258226557
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: school backpack supplies. Amount: 50. Description: website. Amount: 162. Total to form 990-ez, line 16: 212.”

Raw XML Appendix133 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/PersonNm0KEISHA PERRY
IRS990EZ/BooksInCareOfDetail/PhoneNum06462451488
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0600 WEST PEACHTREE ST STE 1560
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ATLANTA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0GA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd030308
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0270
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0561
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt01463
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0291
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0960
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0270
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0561
IRS990EZ/GrossReceiptsAmt01463
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0270
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0561
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0270
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0561
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DR KIMBERLEY PETTAWAY-WILLIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0212
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO ADVOCATE FOR THE COMMUNITY AND TO ASSIST AND EMPOWER YOUTH AND THOSE FROM DISADVANTAGED BACKGROUNDS.
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0MOTIVATE KIDS AND PROVIDE SCHOLARSHIPS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1ADOPT FAMILIES AT THANKSGIVING AND CHRISTMAS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2FEED THE HOMELESS AT THE HOLIDAYS AND PROVIDE BACKPACKS AND OTHER SCHOOL ITEMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt250
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NC
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt01172
IRS990EZ/TotalProgramServiceExpensesAmt050
IRS990EZ/TotalRevenueAmt01463
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTP://WWW.PETTAWAYWILLISFOUNDATION.ORG/
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0837
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01391
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt02228
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt02228
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0837
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt01391
IRS990ScheduleA/Total509Grp/TotalAmt02228
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0837
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt01391
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02228
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: SCHOOL BACKPACK SUPPLIES. AMOUNT: 50. DESCRIPTION: WEBSITE. AMOUNT: 162. TOTAL TO FORM 990-EZ, LINE 16: 212.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KIMBERLY PETTAWAY WILLIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DR
ReturnHeader/BusinessOfficerGrp/PhoneNum06462451488
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-08-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE PETTAWAY & WILLIS FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0PETT
ReturnHeader/Filer/EIN0474069976
ReturnHeader/Filer/PhoneNum06462451488
ReturnHeader/Filer/USAddress/AddressLine1Txt04501 NEW BERN AVE N 130-135
ReturnHeader/Filer/USAddress/CityNm0RALEIGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027610
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0F67A986BEE705EF2FE6612FBA635AD31B8BBCA7D
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.160.142.162
ReturnHeader/FilingSecurityInformation/IPDt02018-08-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm016:32:14
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0264691602
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HERSMAN SERLES ALMOND LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 789
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KIRKLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0980830789
ReturnHeader/PreparerPersonGrp/PhoneNum04258226557
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0VICTORIA K SERLES
ReturnHeader/ReturnTs02018-08-27T19:42:39-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$561
Liabilities
$0
Net assets
$561
Revenue
$1,463
Expenses
$1,172
Net income
$291
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0$1,933$1,933$92$1,252$1,160
2023Detailed filing. Detailed filing data is available for this year.$153$926$773$128$1,095$967
2022Detailed filing. Detailed filing data is available for this year.$194$0$194$500$737$237
2021Detailed filing. Detailed filing data is available for this year.$431$0$431$0$150$150
2020Detailed filing. Detailed filing data is available for this year.$581$0$581$195$152$43
2019Detailed filing. Detailed filing data is available for this year.$538$0$538$355$337$18
2018Detailed filing. Detailed filing data is available for this year.$520$0$520$1,808$1,849$41
2017Detailed filing. Detailed filing data is available for this year.$561$0$561$1,463$1,172$291
2016Detailed filing. Detailed filing data is available for this year.$270$0$270$1,391$3,358$1,967