Civic Intelligence

Willis Family Foundation Inc.

990PF • Fiscal year 2015 • EIN 56-2055841

Jan 01, 2015 to Dec 31, 2015 • Filed on Apr 07, 2016

Organization Profile
940 Jetton St 14Davidson, NC 28036

(704) 577-4748

Siviq Scores

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

Liabilities / Assets

77th percentile

0.00x

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

2015 filings • NTEE T • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

77th percentile

0.00x

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

2015 filings • NTEE T • $500k-$1M nonprofits • Source year 2015

Net Margin

17th percentile

-108%

Higher net margin than 17% of similar nonprofits.

2015 filings • NTEE T • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

80th percentile

$6,000

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 21.2% of source-year revenue.

2015 filings • NTEE T • $500k-$1M nonprofits • Source year 2015

Asset Growth

30th percentile

-4.0%

Faster asset growth than 30% of similar nonprofits.

2015 filings • NTEE T • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

19th percentile

-52%

Faster revenue growth than 19% of similar nonprofits.

2015 filings • NTEE T • $500k-$1M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets77th percentile

Assets

Down

$737,271

Down $30,661 (-4.0%) from 2014

Net Assets

$737,271

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue77th percentileNet Margin17th percentile

Revenue

Down

$28,350

Down $30,557 (-52%) from 2014

Expenses

Down

$59,007

Down $5,591 (-8.7%) from 2014

Net Income

Down

-$30,657

Down $24,966 (-439%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$800K$600K$400K$200K$0Assets 2010: $694,358Liabilities 2010: $0Net Assets 2010: $694,3582010Assets 2011: $749,247Liabilities 2011: $02011Assets 2012: $767,280Liabilities 2012: $02012Assets 2013: $762,594Liabilities 2013: $02013Assets 2014: $767,932Liabilities 2014: $02014Assets 2015: $737,271Liabilities 2015: $0Net Assets 2015: $737,2712015Assets 2016: $736,023Liabilities 2016: $0Net Assets 2016: $736,0232016Assets 2017: $691,250Liabilities 2017: $0Net Assets 2017: $691,2502017Assets 2018: $707,077Liabilities 2018: $0Net Assets 2018: $707,0772018Assets 2019: $748,218Liabilities 2019: $0Net Assets 2019: $748,2182019Assets 2020: $716,513Liabilities 2020: $0Net Assets 2020: $716,5132020Assets 2021: $694,226Liabilities 2021: $0Net Assets 2021: $694,2262021Assets 2022: $711,879Liabilities 2022: $0Net Assets 2022: $711,8792022Assets 2023: $716,229Liabilities 2023: $0Net Assets 2023: $716,2292023Assets 2024: $706,911Liabilities 2024: $0Net Assets 2024: $706,9112024

Highlighted filing

2015

Assets$737,271
Liabilities$0
Net Assets$737,271
Open 2015 Filing

Operations Trend

Revenue Growth19th percentile

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

$100K$50K$0-$50K-$100KExpenses 2010: $55,4472010Revenue 2011: $87,093Expenses 2011: $51,529Net Income 2011: $35,5642011Revenue 2012: $57,520Expenses 2012: $51,380Net Income 2012: $6,1402012Revenue 2013: $43,634Expenses 2013: $48,320Net Income 2013: -$4,6862013Revenue 2014: $58,907Expenses 2014: $64,598Net Income 2014: -$5,6912014Revenue 2015: $28,350Expenses 2015: $59,007Net Income 2015: -$30,6572015Revenue 2016: $48,000Expenses 2016: $57,946Net Income 2016: -$9,9462016Revenue 2017: $22,277Expenses 2017: $50,887Net Income 2017: -$28,6102017Revenue 2018: $44,683Expenses 2018: $57,058Net Income 2018: -$12,3752018Revenue 2019: $71,885Expenses 2019: $54,662Net Income 2019: $17,2232019Revenue 2020: $8,211Expenses 2020: $61,154Net Income 2020: -$52,9432020Revenue 2021: $30,127Expenses 2021: $63,666Net Income 2021: -$33,5392021Revenue 2022: $32,267Expenses 2022: $69,458Net Income 2022: -$37,1912022Revenue 2023: $31,951Expenses 2023: $65,348Net Income 2023: -$33,3972023Revenue 2024: $31,673Expenses 2024: $63,504Net Income 2024: -$31,8312024

Highlighted filing

2015

Revenue$28,350
Expenses$59,007
Net Income-$30,657
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Apr 7, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENNIE LISTPresidentPT$6,000-$6,000
JAMES GOODTreasurerPT$6,000-$6,000
MICHAEL GOODDirector-$0--
JEFFREY LEDWARDSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Willis Family Foundation
EIN
56-2055841
Phone
7045774748
Address
940 Jetton St 14, Davidson, NC 28036

Signing Officer

Name
Jennie List
Title
President
Phone
7045774748
Signed
2016-04-07
Discuss with paid preparer
Yes

Preparer

Firm
James E Good CPA
Address
940 Jetton St Unit 14, Davidson, NC 28036
Preparer
James Good
Phone
7045774748
Raw XML Appendix347 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/PersonNm0JENNIE LIST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JAMES GOOD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2MICHAEL GOOD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3JEFFREY LEDWARD
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Secretary
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IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt044089
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0283
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt044089
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0JAMES GOOD
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0940 Jetton St 14
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Davidson
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NC
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd028036
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NC
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum07045774748
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt030089
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt23000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt35000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt45000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0General use
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1General use
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2General use
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3General use
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4General use
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0New Direction Ministries
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1ECHO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2Right Moves For Youth
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3Ada Jenkins Center
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4Trips for Kids
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0exempt
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1exempt
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2exempt
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3exempt
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4exempt
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 968
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt117391 Durrance Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt22211 W Morehead St Ste 102
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3212 Gamble St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4512 E 15th St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Mars Hill
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1N Ft Myers
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Charlotte
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Davidson
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Charlotte
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd028754
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd133917
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd228208
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd328036
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd428206
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NA
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt044089
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt044089
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt042005
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt044089
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt042005
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt044089
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Interactive Commissions
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Bank fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt071
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0-4
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Rounding
TaxesSchedule/TaxesDetail/Amt0918
TaxesSchedule/TaxesDetail/CategoryTxt0Payroll taxes
TaxesSchedule/TaxesDetail/CategoryTxt1Foreign taxes withheld
TaxesSchedule/TaxesDetail/CategoryTxt2Excise Taxes
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIE LIST
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07045774748
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-04-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Willis Family Foundation
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0562055841
ReturnHeader/Filer/PhoneNum07045774748
ReturnHeader/Filer/USAddress/AddressLine1Txt0940 Jetton St 14
ReturnHeader/Filer/USAddress/CityNm0Davidson
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028036
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0James E Good CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0940 Jetton St Unit 14
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Davidson
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028036
ReturnHeader/PreparerPersonGrp/PhoneNum07045774748
ReturnHeader/PreparerPersonGrp/PreparationDt02016-08-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES GOOD
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-08-15T05:50:54-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$737,271
Liabilities
$0
Net assets
$737,271
Revenue
$28,350
Expenses
$59,007
Net income
-$30,657
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.07$0.00$7.07$0.32$0.64$0.32
2023Detailed filing. Detailed filing data is available for this year.$7.16$0.00$7.16$0.32$0.65$0.33
2022Detailed filing. Detailed filing data is available for this year.$7.12$0.00$7.12$0.32$0.69$0.37
2021Detailed filing. Detailed filing data is available for this year.$6.94$0.00$6.94$0.30$0.64$0.34
2020Detailed filing. Detailed filing data is available for this year.$7.17$0.00$7.17$0.08$0.61$0.53
2019Detailed filing. Detailed filing data is available for this year.$7.48$0.00$7.48$0.72$0.55$0.17
2018Detailed filing. Detailed filing data is available for this year.$7.07$0.00$7.07$0.45$0.57$0.12
2017Detailed filing. Detailed filing data is available for this year.$6.91$0.00$6.91$0.22$0.51$0.29
2016Detailed filing. Detailed filing data is available for this year.$7.36$0.00$7.36$0.48$0.58$0.10
2015Detailed filing. Detailed filing data is available for this year.$7.37$0.00$7.37$0.28$0.59$0.31
2014Summary only. Only limited summary data is available for this year.$7.68$0.00$0.59$0.65$0.06
2013Summary only. Only limited summary data is available for this year.$7.63$0.00$0.44$0.48$0.05
2012Summary only. Only limited summary data is available for this year.$7.67$0.00$0.58$0.51$0.06
2011Summary only. Only limited summary data is available for this year.$7.49$0.00$0.87$0.52$0.36
2010Detailed filing. Detailed filing data is available for this year.$6.94$0.00$6.94$0.55