Civic Intelligence

William H Williamson Charitable Trust

990PF • Fiscal year 2017 • EIN 56-6044002

Jul 01, 2016 to Jun 30, 2017 • Filed on Sep 11, 2017

Organization Profile
PO Box 40200 Fl9-300-01-16Providence, RI 02901-1802

(888) 866-3275

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

3rd percentile

-142%

Higher net margin than 3% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

43rd percentile

$638

Higher top officer pay than 43% of similar nonprofits.

Top officer pay equals 2.0% of source-year revenue.

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

24th percentile

-3.1%

Faster asset growth than 24% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

1st percentile

-93%

Faster revenue growth than 1% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$1,469,886

Down $46,374 (-3.1%) from 2016

Net Assets

Down

$1,469,886

Down $46,374 (-3.1%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin3rd percentile

Revenue

Down

$31,805

Down $406,050 (-93%) from 2016

Expenses

Down

$77,109

Down $2,076 (-2.6%) from 2016

Net Income

Down

-$45,304

Down $403,974 (-113%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth24th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2012: $1,185,830Liabilities 2012: $02012Assets 2013: $1,163,680Liabilities 2013: $02013Assets 2014: $1,200,710Liabilities 2014: $02014Assets 2015: $1,158,257Liabilities 2015: $0Net Assets 2015: $1,158,2572015Assets 2016: $1,516,260Liabilities 2016: $0Net Assets 2016: $1,516,2602016Assets 2017: $1,469,886Liabilities 2017: $0Net Assets 2017: $1,469,8862017Assets 2018: $1,527,177Liabilities 2018: $0Net Assets 2018: $1,527,1772018Assets 2020: $1,423,275Liabilities 2020: $0Net Assets 2020: $1,423,2752020Assets 2021: $1,435,150Liabilities 2021: $0Net Assets 2021: $1,435,1502021Assets 2022: $1,432,934Liabilities 2022: $0Net Assets 2022: $1,432,9342022Assets 2023: $1,398,177Liabilities 2023: $0Net Assets 2023: $1,398,1772023Assets 2024: $1,372,619Liabilities 2024: $0Net Assets 2024: $1,372,6192024Assets 2025: $1,316,138Liabilities 2025: $0Net Assets 2025: $1,316,1382025

Highlighted filing

2017

Assets$1,469,886
Liabilities$0
Net Assets$1,469,886
Open 2017 Filing

Operations Trend

Revenue Growth1st percentile

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

$600K$400K$200K$0-$200KRevenue 2012: $23,607Expenses 2012: $54,976Net Income 2012: -$31,3692012Revenue 2013: $49,355Expenses 2013: $72,367Net Income 2013: -$23,0122013Revenue 2014: $107,702Expenses 2014: $70,535Net Income 2014: $37,1672014Revenue 2015: $64,311Expenses 2015: $106,041Net Income 2015: -$41,7302015Revenue 2016: $437,855Expenses 2016: $79,185Net Income 2016: $358,6702016Revenue 2017: $31,805Expenses 2017: $77,109Net Income 2017: -$45,3042017Revenue 2018: $137,882Expenses 2018: $81,339Net Income 2018: $56,5432018Revenue 2020: $35,876Expenses 2020: $83,063Net Income 2020: -$47,1872020Revenue 2021: $95,821Expenses 2021: $83,940Net Income 2021: $11,8812021Revenue 2022: $108,919Expenses 2022: $111,127Net Income 2022: -$2,2082022Revenue 2023: $52,661Expenses 2023: $87,408Net Income 2023: -$34,7472023Revenue 2024: $42,579Expenses 2024: $68,142Net Income 2024: -$25,5632024Revenue 2025: $52,690Expenses 2025: $109,171Net Income 2025: -$56,4812025

Highlighted filing

2017

Revenue$31,805
Expenses$77,109
Net Income-$45,304
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Sep 11, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BANK OF AMERICA N ATrustee-$638-$638
Filing and Contact Details

Filer

Filer Name
William H Williamson Charitable Trust
EIN
56-6044002
Phone
8888663275
Address
PO BOX 40200 FL9-300-01-16, PROVIDENCE, RI 02901-1802

Signing Officer

Name
Bank of America Na Trustee
Title
SVP Tax
Phone
8888663275
Signed
2017-09-11
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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0PART VIII LIST OF OFFICERS AND DIRECTORS
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0FEDERAL FOOTNOTE
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0THE COMPENSATION SHOWN ON THE RETURN THAT IS PAID TO BANK OF AMERICA, N.A. AS CORPORATE TRUSTEE IS NOT CALCULATED BASED UPON AN HOURLY RATE FOR THE TIME SPENT BY THE TRUSTEE; RATHER, BANK OF AMERICA'S COMPENSATION AS CORPORATE TRUSTEE IS CALCULATED USING A MARKET VALUE FEE SCHEDULE. THE TRUST OFFICER'S TIME SPENT PERFORMING ADMINISTRATIVE RESPONSIBILITIES FOR THIS FOUNDATION AVERAGES ONE HOUR PER WEEK. IN ADDITION, TIME IS SPENT BY OTHER STAFF MEMBERS FOR RECORDKEEPING, INVESTMENT MANAGEMENT, INCOME COLLECTION, RENDERING STATEMENTS AND ACCOUNTINGS, REGULATORY REPORTING, REGULATORY COMPLIANCE, AND TAX SERVICES.
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42016-03-30
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82016-03-30
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102016-03-30
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192016-03-30
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252015-11-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262015-11-10
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292014-10-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302014-10-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312016-03-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322016-03-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332016-03-30
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352016-03-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362016-03-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372016-03-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382016-03-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392015-11-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402016-03-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt412016-03-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt422016-03-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt432016-03-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt442012-06-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt452011-11-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt462016-03-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt472015-07-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt482016-09-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt492016-07-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt502016-03-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt512016-03-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt522016-03-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt532016-03-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt542016-03-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt552016-03-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt562016-07-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt572016-09-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt582016-03-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt592016-03-30

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,469,886
Liabilities
$0
Net assets
$1,469,886
Revenue
$31,805
Expenses
$77,109
Net income
-$45,304
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.05$0.11$0.06
2024Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.04$0.07$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.05$0.09$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.11$0.11$0.00
2021Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.10$0.08$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.04$0.08$0.05
2018Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.14$0.08$0.06
2017Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.03$0.08$0.05
2016Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.44$0.08$0.36
2015Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.06$0.11$0.04
2014Summary only. Only limited summary data is available for this year.$1.20$0.00$0.11$0.07$0.04
2013Summary only. Only limited summary data is available for this year.$1.16$0.00$0.05$0.07$0.02
2012Summary only. Only limited summary data is available for this year.$1.19$0.00$0.02$0.05$0.03