Civic Intelligence

The Mcwilliams Foundation

990PF • Fiscal year 2023 • EIN 47-6862760

Jan 01, 2023 to Dec 31, 2023 • Filed on May 06, 2024

Organization Profile
60 Fourteenth StreetWheeling, WV 26003

(304) 233-2450

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

13th percentile

-51%

Higher net margin than 13% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

50th percentile

$12,000

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 24.6% of source-year revenue.

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

23rd percentile

-4.2%

Faster asset growth than 23% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

13th percentile

-36%

Faster revenue growth than 13% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$1,135,967

Down $50,051 (-4.2%) from 2022

Net Assets

Down

$1,135,967

Down $25,051 (-2.2%) from 2022

Liabilities

Down

$0

Down $25,000 (-100%) from 2022

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin13th percentile

Revenue

Down

$48,685

Down $27,922 (-36%) from 2022

Expenses

Up

$73,492

Up $41,590 (+130%) from 2022

Net Income

Down

-$24,807

Down $69,512 (-155%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth23rd percentile

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

$1.5M$1.0M$500K$0Assets 2015: $705,560Liabilities 2015: $02015Assets 2019: $1,032,485Liabilities 2019: $200,0002019Assets 2020: $1,124,209Liabilities 2020: $150,000Net Assets 2020: $974,2092020Assets 2021: $1,216,395Liabilities 2021: $100,000Net Assets 2021: $1,116,3952021Assets 2022: $1,186,018Liabilities 2022: $25,000Net Assets 2022: $1,161,0182022Assets 2023: $1,135,967Liabilities 2023: $0Net Assets 2023: $1,135,9672023Assets 2024: $1,161,509Liabilities 2024: $0Net Assets 2024: $1,161,5092024

Highlighted filing

2023

Assets$1,135,967
Liabilities$0
Net Assets$1,135,967
Open 2023 Filing

Operations Trend

Revenue Growth13th percentile

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

$800K$600K$400K$200K$0-$200KRevenue 2015: $712,498Expenses 2015: $9,559Net Income 2015: $702,9392015Revenue 2019: $61,592Expenses 2019: $83,727Net Income 2019: -$22,1352019Revenue 2020: $174,242Expenses 2020: $32,056Net Income 2020: $142,1862020Revenue 2021: $180,044Expenses 2021: $38,016Net Income 2021: $142,0282021Revenue 2022: $76,607Expenses 2022: $31,902Net Income 2022: $44,7052022Revenue 2023: $48,685Expenses 2023: $73,492Net Income 2023: -$24,8072023Revenue 2024: $126,362Expenses 2024: $100,653Net Income 2024: $25,7092024

Highlighted filing

2023

Revenue$48,685
Expenses$73,492
Net Income-$24,807
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 6, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay50th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES T MCCLURETrustee-$12,000-$12,000
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantMUSEUMS OF OGLEBAY INSTITUTECHARITABLE-WHEELING, WV, US$50,000
Filing and Contact Details

Filer

Filer Name
The Mcwilliams Foundation
EIN
47-6862760
Phone
3042332450
Address
60 FOURTEENTH STREET, WHEELING, WV 26003

Signing Officer

Name
James T Mcclure
Title
Trustee
Phone
3042332450
Signed
2024-05-06
Discuss with paid preparer
Yes

Preparer

Firm
Gompers Lohri & Associates Pllc
Address
117 EDGINGTON LANE, WHEELING, WV 26003-1534
Preparer
Christopher S Lohri CPA
Phone
3042429300
Raw XML Appendix286 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/PersonNm0JAMES T MCCLURE
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt063196
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt01196
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt02903
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt01196
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01707
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01707
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt062000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01707
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02903
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0244
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0CHANGE IN ASSET VALUE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt011492
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt011492
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES T MCCLURE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03042332450
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE MCWILLIAMS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MCWI
ReturnHeader/Filer/EIN0476862760
ReturnHeader/Filer/PhoneNum03042332450
ReturnHeader/Filer/USAddress/AddressLine1Txt060 FOURTEENTH STREET
ReturnHeader/Filer/USAddress/CityNm0WHEELING
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WV
ReturnHeader/Filer/USAddress/ZIPCd026003
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0550623999
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GOMPERS LOHRI & ASSOCIATES PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0117 EDGINGTON LANE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WHEELING
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WV
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0260031534
ReturnHeader/PreparerPersonGrp/PhoneNum03042429300
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTOPHER S LOHRI CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-05-20T06:19:50-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JAMES
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MCCLURE
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,135,967
Liabilities
$0
Net assets
$1,135,967
Revenue
$48,685
Expenses
$73,492
Net income
-$24,807
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.13$0.10$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.05$0.07$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.19$0.03$1.16$0.08$0.03$0.04
2021Detailed filing. Detailed filing data is available for this year.$1.22$0.10$1.12$0.18$0.04$0.14
2020Detailed filing. Detailed filing data is available for this year.$1.12$0.15$0.97$0.17$0.03$0.14
2019Summary only. Only limited summary data is available for this year.$1.03$0.20$0.06$0.08$0.02
2015Summary only. Only limited summary data is available for this year.$0.71$0.00$0.71$0.01$0.70