Civic Intelligence

The Dr Jack K Williams Foundation

990PF • Fiscal year 2013 • EIN 52-1493272

Jul 01, 2012 to Jun 30, 2013 • Filed on Sep 30, 2013

1405 Wesley DrSalisbury, MD 21801
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.

2013 filings • <$500k nonprofits • Source year 2013

Liabilities / Revenue

62nd percentile

0.00x

Higher debt load relative to revenue than 62% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Net Margin

72nd percentile

16%

Higher net margin than 72% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2013 filings • <$500k nonprofits • Source year 2013

Asset Growth

48th percentile

0.1%

Faster asset growth than 48% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

10th percentile

-42%

Faster revenue growth than 10% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

Assets

Up

$68,999

Up $62 (+0.1%) from 2012

Net Assets

$68,999

No earlier filing loaded for comparison.

Liabilities

Up

$1

Up $1 from 2012

Revenue

Down

$494

Down $363 (-42%) from 2012

Expenses

Down

$415

Down $20,013 (-98%) from 2012

Net Income

Up

$79

Up $19,650 (+100%) from 2012

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2011: $88,530Liabilities 2011: $02011Assets 2012: $68,937Liabilities 2012: $02012Assets 2013: $68,999Liabilities 2013: $1Net Assets 2013: $68,9992013Assets 2014: $63,414Liabilities 2014: $02014Assets 2015: $62,848Liabilities 2015: $1Net Assets 2015: $62,8482015Assets 2016: $58,259Liabilities 2016: $0Net Assets 2016: $58,2592016Assets 2017: $55,738Liabilities 2017: $0Net Assets 2017: $55,7382017Assets 2018: $30,332Liabilities 2018: $0Net Assets 2018: $30,3322018Assets 2019: $30,466Liabilities 2019: $1Net Assets 2019: $30,4662019Assets 2020: $30,593Liabilities 2020: $1Net Assets 2020: $30,5932020Assets 2021: $30,715Liabilities 2021: $1Net Assets 2021: $30,7152021Assets 2022: $30,790Liabilities 2022: $1Net Assets 2022: $30,7902022Assets 2023: $30,959Liabilities 2023: $1Net Assets 2023: $30,9592023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2013

Assets$68,999
Liabilities$1
Net Assets$68,999

Operations Trend

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

$40K$20K$0-$20K-$40KRevenue 2011: $1,114Expenses 2011: $7,738Net Income 2011: -$6,6242011Revenue 2012: $857Expenses 2012: $20,428Net Income 2012: -$19,5712012Revenue 2013: $494Expenses 2013: $415Net Income 2013: $792013Revenue 2014: $165Expenses 2014: $5,750Net Income 2014: -$5,5852014Revenue 2015: $187Expenses 2015: $753Net Income 2015: -$5662015Revenue 2016: $411Expenses 2016: $5,000Net Income 2016: -$4,5892016Revenue 2017: $311Expenses 2017: $2,832Net Income 2017: -$2,5212017Revenue 2018: $255Expenses 2018: $25,661Net Income 2018: -$25,4062018Revenue 2019: $134Expenses 2019: $0Net Income 2019: $1342019Revenue 2020: $127Expenses 2020: $0Net Income 2020: $1272020Revenue 2021: $127Expenses 2021: $5Net Income 2021: $1222021Revenue 2022: $90Expenses 2022: $15Net Income 2022: $752022Revenue 2023: $174Expenses 2023: $5Net Income 2023: $1692023Revenue 2024: $58Expenses 2024: $31,017Net Income 2024: -$30,9592024

Highlighted filing

2013

Revenue$494
Expenses$415
Net Income$79
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Sep 30, 2013
Return Version
2012v2.3
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
EDWIN A ROMMEL IIITrustee-$0--
JAMES V ANTHENELLITrustee-$0--
Filing and Contact Details

Filer

EIN
52-1493272
Raw XML Appendix192 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
AccountingFeesSchedule/AccountingFees/Amount0415
AccountingFeesSchedule/AccountingFees/Category0ACCOUNTING/TAX FEE
CompensationExplanation/Compensation/PersonName0EDWIN A ROMMEL III
CompensationExplanation/Compensation/PersonName1JAMES V ANTHENELLI
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount0494
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount0494
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA0494
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss0415
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncome0494
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss00
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses079
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncm0494
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm0494
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss0494
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome0494
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjustedNetIncome0494
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss0415
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome0494
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses0494
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss0415
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/RetainedEarningsBOY068937
IRS990PF/BalanceSheets/RetainedEarningsEOY068999
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY068937
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY068999
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV068999
IRS990PF/BalanceSheets/TotalAssetsBOY068937
IRS990PF/BalanceSheets/TotalAssetsEOY068999
IRS990PF/BalanceSheets/TotalAssetsEOYFMV068999
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY068937
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY068999
IRS990PF/BalanceSheets/TotalNetAssetsBOY068937
IRS990PF/BalanceSheets/TotalNetAssetsEOY068999
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses079
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases017
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal069016
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY068937
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY068999
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted03387
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj03387
IRS990PF/DistributableAmount/DistributableAmountBeforeDed03387
IRS990PF/DistributableAmount/MinimumInvestmentReturn03397
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome010
IRS990PF/DistributableAmount/TotalTax010
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax010
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal010
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome010
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue010
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY068999
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets068968
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances068968
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities00
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable01035
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn03397
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets067933
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets068968
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition00.10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition10.10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0EDWIN A ROMMEL III
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1JAMES V ANTHENELLI
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10PO BOX 766
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11134 E MAIN STREET
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0SALISBURY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1SALISBURY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0MD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1MD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode021803
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode121801
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0true
IRS990PF/QualifyingDistributions/ExpensesAndContributions00
IRS990PF/QualifyingDistributions/QualifyingDistributions00
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0EDWIN A ROMMEL
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber04107491919
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine101405 WESLEY DRIVE
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0SALISBURY
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0MD
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode021801
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0false
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0NONE
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/SumOfProgramRelatedInvestments/Description10N/A
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted03387
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1016567
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear202336
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear303450
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear40615
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear507735
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus03387
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY03387
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear504348
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear022968
IRS990PF/UndistributedIncome/ExcessFromYear1016567
IRS990PF/UndistributedIncome/ExcessFromYear202336
IRS990PF/UndistributedIncome/ExcessFromYear303450
IRS990PF/UndistributedIncome/ExcessFromYear40615
IRS990PF/UndistributedIncome/TotalCorpus027316
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover030703
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
OtherDecreasesSchedule/OtherDecreases/Amount017
OtherDecreasesSchedule/OtherDecreases/Description02011 FEDERAL EXCISE TAX
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0521493272
ReturnHeader/Filer/Name/BusinessNameLine10THE DR JACK K WILLIAMS TRUST
ReturnHeader/Filer/NameControl0DRJA
ReturnHeader/Filer/Phone04107491919
ReturnHeader/Filer/USAddress/AddressLine101405 WESLEY DR
ReturnHeader/Filer/USAddress/City0SALISBURY
ReturnHeader/Filer/USAddress/State0MD
ReturnHeader/Filer/USAddress/ZIPCode021801
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-09-30
ReturnHeader/Officer/Name0EDWIN A ROMMEL III
ReturnHeader/Officer/Phone04107491919
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/Preparer/DatePrepared02013-10-04
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10TWILLEY ROMMEL & STEPHENS PA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10PO BOX 766
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0SALISBURY
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0MD
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0218030766
ReturnHeader/Preparer/Name0EDWIN A ROMMEL III CPA
ReturnHeader/Preparer/Phone04107491919
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-07-01
ReturnHeader/TaxPeriodEndDate02013-06-30
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-10-09T07:31:12-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.06$31.0$31.0
2023Detailed filing. Detailed filing data is available for this year.$31.0$0.00$31.0$0.17$0.01$0.17
2022Detailed filing. Detailed filing data is available for this year.$30.8$0.00$30.8$0.09$0.02$0.08
2021Detailed filing. Detailed filing data is available for this year.$30.7$0.00$30.7$0.13$0.01$0.12
2020Detailed filing. Detailed filing data is available for this year.$30.6$0.00$30.6$0.13$0.00$0.13
2019Detailed filing. Detailed filing data is available for this year.$30.5$0.00$30.5$0.13$0.00$0.13
2018Detailed filing. Detailed filing data is available for this year.$30.3$0.00$30.3$0.26$25.7$25.4
2017Detailed filing. Detailed filing data is available for this year.$55.7$0.00$55.7$0.31$2.83$2.52
2016Detailed filing. Detailed filing data is available for this year.$58.3$0.00$58.3$0.41$5.00$4.59
2015Detailed filing. Detailed filing data is available for this year.$62.8$0.00$62.8$0.19$0.75$0.57
2014Summary only. Only limited summary data is available for this year.$63.4$0.00$0.17$5.75$5.59
2013Detailed filing. Detailed filing data is available for this year.$69.0$0.00$69.0$0.49$0.42$0.08
2012Summary only. Only limited summary data is available for this year.$68.9$0.00$0.86$20.4$19.6
2011Summary only. Only limited summary data is available for this year.$88.5$0.00$1.11$7.74$6.62