Civic Intelligence

Frances M Williams Charitable Trust

990PF • Fiscal year 2011 • EIN 52-7242578

Jan 01, 2011 to Dec 31, 2011 • Filed on Mar 23, 2012

Organization Profile
666 Walnut Street50309
Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2011 filings • $500k-$1M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

77th percentile

$5,529

Higher top officer pay than 77% of similar nonprofits.

2011 filings • $500k-$1M nonprofits • Source year 2011

Asset Growth

35th percentile

-3.0%

Faster asset growth than 35% of similar nonprofits.

2011 filings • $500k-$1M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$788,916

Down $24,720 (-3.0%) from 2010

Net Assets

Down

$788,916

Down $24,720 (-3.0%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$49,836

Up $6,001 (+14%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

2011

Assets$788,916
Liabilities$0
Net Assets$788,916
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2011

Revenue-
Expenses$49,836
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Mar 23, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGO BANK NACustodian-$5,529-$5,529
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantTHE SALVATION ARMY CO WELLS FARGO BANKCHARITABLE - PUBLIC WELFAREEXEMPT - NON FOUNDATDES MOINES, IA, US$42,156
Filing and Contact Details

Filer

EIN
52-7242578
Raw XML AppendixShowing 400 of 513 raw XML fields

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IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases00
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases00
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0788916
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0813636
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0788916
IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted043839
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj043839
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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/DistributionRatioYear500.045215
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IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
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IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract00
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets01
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IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber05152453217
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10666 WALNUT STREET
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0DES MOINES
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0IA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode050309
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IRS990PF/StatementsRegardingActivities/MoreThan100Spent00
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IRS990PF/StatementsRegardingActivities/ReimbursementOfTax00
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Document Assets

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Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$788,916
Liabilities
$0
Net assets
$788,916
Revenue
-
Expenses
$49,836
Net income
-
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