Civic Intelligence

Frances M Williams Charitable Trust

990PF • Fiscal year 2010 • EIN 52-7242578

Jan 01, 2010 to Dec 31, 2010 • Filed on Apr 27, 2011

666 Walnut Street50309
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.

2010 filings • $500k-$1M nonprofits • Source year 2010

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2010

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2010

Top Officer Pay

76th percentile

$5,348

Higher top officer pay than 76% of similar nonprofits.

2010 filings • $500k-$1M nonprofits • Source year 2010

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2010

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

$813,636

No earlier filing loaded for comparison.

Net Assets

$813,636

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

-

No earlier filing loaded for comparison.

Expenses

$43,835

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2010: $813,636Liabilities 2010: $0Net Assets 2010: $813,6362010Assets 2011: $788,916Liabilities 2011: $0Net Assets 2011: $788,9162011Assets 2012: $790,439Liabilities 2012: $0Net Assets 2012: $790,4392012Assets 2013: $816,559Liabilities 2013: $0Net Assets 2013: $816,5592013Assets 2014: $816,750Liabilities 2014: $0Net Assets 2014: $816,7502014Assets 2015: $806,707Liabilities 2015: $0Net Assets 2015: $806,7072015Assets 2016: $793,921Liabilities 2016: $0Net Assets 2016: $793,9212016Assets 2017: $783,154Liabilities 2017: $0Net Assets 2017: $783,1542017Assets 2018: $775,180Liabilities 2018: $0Net Assets 2018: $775,1802018Assets 2019: $767,635Liabilities 2019: $12019Assets 2021: $741,406Liabilities 2021: $12021Assets 2022: $713,282Liabilities 2022: $0Net Assets 2022: $713,2822022Assets 2023: $779,236Liabilities 2023: $12023Assets 2024: $761,543Liabilities 2024: $0Net Assets 2024: $761,5432024

Highlighted filing

2010

Assets$813,636
Liabilities$0
Net Assets$813,636

Operations Trend

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

$150K$100K$50K$0-$50KExpenses 2010: $43,8352010Expenses 2011: $49,8362011Expenses 2012: $49,8652012Revenue 2013: $75,947Expenses 2013: $49,827Net Income 2013: $26,1202013Revenue 2014: $55,634Expenses 2014: $55,443Net Income 2014: $1912014Revenue 2015: $44,990Expenses 2015: $55,033Net Income 2015: -$10,0432015Revenue 2016: $38,804Expenses 2016: $51,590Net Income 2016: -$12,7862016Revenue 2017: $40,248Expenses 2017: $51,015Net Income 2017: -$10,7672017Revenue 2018: $45,614Expenses 2018: $53,588Net Income 2018: -$7,9742018Revenue 2019: $44,381Expenses 2019: $51,926Net Income 2019: -$7,5452019Revenue 2021: $61,895Expenses 2021: $49,811Net Income 2021: $12,0842021Revenue 2022: $27,431Expenses 2022: $55,555Net Income 2022: -$28,1242022Revenue 2023: $117,083Expenses 2023: $50,054Net Income 2023: $67,0292023Revenue 2024: $35,956Expenses 2024: $54,165Net Income 2024: -$18,2092024

Highlighted filing

2010

Revenue-
Expenses$43,835
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2010 to Dec 31, 2010
Signed
Apr 27, 2011
Return Version
2010v3.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGO BANK NACustodian-$5,348-$5,348
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantTHE SALVATION ARMY CO WELLS FARGO BANKCHARITABLE - PUBLIC WELFAREEXEMPT - NON FOUNDATDES MOINES, IA, US$37,572
Filing and Contact Details

Filer

EIN
52-7242578
Raw XML AppendixShowing 400 of 553 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/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset19CAPITAL GAINS DIVIDENDS
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss2721
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss89935
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss90
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss100
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss110
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss120
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss130
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss150
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses00
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses2721
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses3-467
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses4-6237
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses5-158
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses60
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses72726
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses89935
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses90
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses100
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses110
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses120
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses130
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses140
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses150
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses170
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses180
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses1946
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice02
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice23721
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice31393
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice426392
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice5788
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice62
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice79726
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice828935
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice162
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice182
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice1946
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired1P
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired5P
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired7P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired8P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired9P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired10P
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired18P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired19P
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-3560
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases00
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases00
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0813636
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0817196
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0813636
IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted040417
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj040417
IRS990PF/DistributableAmount/DistributableAmountBeforeDed040417
IRS990PF/DistributableAmount/MinimumInvestmentReturn041163
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions00
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0746
IRS990PF/DistributableAmount/TotalTax0746
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment0208
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax0746
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IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue0538
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments0208
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY0885916
IRS990PF/MethodOfAccountingCash0X
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IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances018619
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0817178
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable012537
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
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IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0823260
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0WELLS FARGO BANK NA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0CUSTODIAN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine101919 DOUGLAS ST 2ND FLR MAC
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine20N8000-027
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0NE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode068102
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
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IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets042223
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.051287
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.063231
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.056936
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.045224
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.045215
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.045830
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax00
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets0823260
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear10742597

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.62$0.00$7.62$0.36$0.54$0.18
2023Summary only. Only limited summary data is available for this year.$7.79$0.00$1.17$0.50$0.67
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.13$0.00$7.13$0.27$0.56$0.28
2021Summary only. Only limited summary data is available for this year.$7.41$0.00$0.62$0.50$0.12
2019Summary only. Only limited summary data is available for this year.$7.68$0.00$0.44$0.52$0.08
2018Detailed filing. Detailed filing data is available for this year.$7.75$0.00$7.75$0.46$0.54$0.08
2017Detailed filing. Detailed filing data is available for this year.$7.83$0.00$7.83$0.40$0.51$0.11
2016Detailed filing. Detailed filing data is available for this year.$7.94$0.00$7.94$0.39$0.52$0.13
2015Detailed filing. Detailed filing data is available for this year.$8.07$0.00$8.07$0.45$0.55$0.10
2014Detailed filing. Detailed filing data is available for this year.$8.17$0.00$8.17$0.56$0.55$0.00
2013Detailed filing. Detailed filing data is available for this year.$8.17$0.00$8.17$0.76$0.50$0.26
2012Detailed filing. Detailed filing data is available for this year.$7.90$0.00$7.90$0.50
2011Detailed filing. Detailed filing data is available for this year.$7.89$0.00$7.89$0.50
2010Detailed filing. Detailed filing data is available for this year.$8.14$0.00$8.14$0.44