Civic Intelligence

Mcwilliams Family Foundation C/O Harrison LLP

EIN 74-3072182 • Chicago, IL

333 W Wacker Drive 1700Chicago, IL 60606
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2025

Net Margin

75th percentile

27%

Higher net margin than 75% of similar nonprofits.

$1M-$5M nonprofits • Source year 2025

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2025

Asset Growth

53rd percentile

3.5%

Faster asset growth than 53% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

10th percentile

-34%

Faster revenue growth than 10% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2024 to 2025

Assets

Up

$2,652,194

Up $89,578 (+3.5%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$2,652,194

Up $89,578 (+3.5%) from 2024

Revenue

Down

$333,640

Down $169,067 (-34%) from 2024

Expenses

Up

$244,062

Up $44,252 (+22%) from 2024

Net Income

Down

$89,578

Down $213,319 (-70%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2011: $1,142,891Liabilities 2011: $0Net Assets 2011: $1,142,8912011Assets 2012: $1,199,945Liabilities 2012: $0Net Assets 2012: $1,199,9452012Assets 2013: $1,194,807Liabilities 2013: $0Net Assets 2013: $1,194,8072013Assets 2014: $1,263,923Liabilities 2014: $0Net Assets 2014: $1,263,9232014Assets 2015: $1,311,488Liabilities 2015: $0Net Assets 2015: $1,311,4882015Assets 2016: $1,360,131Liabilities 2016: $0Net Assets 2016: $1,360,1312016Assets 2017: $1,427,169Liabilities 2017: $0Net Assets 2017: $1,427,1692017Assets 2018: $1,463,147Liabilities 2018: $0Net Assets 2018: $1,463,1472018Assets 2019: $1,501,362Liabilities 2019: $0Net Assets 2019: $1,501,3622019Assets 2020: $1,546,224Liabilities 2020: $0Net Assets 2020: $1,546,2242020Assets 2021: $1,546,455Liabilities 2021: $0Net Assets 2021: $1,546,4552021Assets 2022: $2,525,488Liabilities 2022: $0Net Assets 2022: $2,525,4882022Assets 2023: $2,261,767Liabilities 2023: $0Net Assets 2023: $2,261,7672023Assets 2024: $2,562,616Liabilities 2024: $0Net Assets 2024: $2,562,6162024Assets 2025: $2,652,194Liabilities 2025: $0Net Assets 2025: $2,652,1942025

Highlighted filing

2025

Assets$2,652,194
Liabilities$0
Net Assets$2,652,194

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0-$500KExpenses 2011: $83,6622011Expenses 2012: $128,5552012Expenses 2013: $74,4192013Revenue 2014: $147,295Expenses 2014: $78,179Net Income 2014: $69,1162014Revenue 2015: $127,784Expenses 2015: $80,219Net Income 2015: $47,5652015Revenue 2016: $137,852Expenses 2016: $89,209Net Income 2016: $48,6432016Revenue 2017: $160,215Expenses 2017: $93,177Net Income 2017: $67,0382017Revenue 2018: $130,844Expenses 2018: $94,866Net Income 2018: $35,9782018Revenue 2019: $150,163Expenses 2019: $111,948Net Income 2019: $38,2152019Revenue 2020: $152,311Expenses 2020: $107,449Net Income 2020: $44,8622020Revenue 2021: $107,924Expenses 2021: $107,693Net Income 2021: $2312021Revenue 2022: $1,333,718Expenses 2022: $126,664Net Income 2022: $1,207,0542022Revenue 2023: -$51,874Expenses 2023: $212,974Net Income 2023: -$264,8482023Revenue 2024: $502,707Expenses 2024: $199,810Net Income 2024: $302,8972024Revenue 2025: $333,640Expenses 2025: $244,062Net Income 2025: $89,5782025

Highlighted filing

2025

Revenue$333,640
Expenses$244,062
Net Income$89,578

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.65$0.00$2.65$0.33$0.24$0.09
2024Detailed filing. Detailed filing data is available for this year.$2.56$0.00$2.56$0.50$0.20$0.30
2023Detailed filing. Detailed filing data is available for this year.$2.26$0.00$2.26$0.05$0.21$0.26
2022Detailed filing. Detailed filing data is available for this year.$2.53$0.00$2.53$1.33$0.13$1.21
2021Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.11$0.11$0.00
2020Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.15$0.11$0.04
2019Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.15$0.11$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.13$0.09$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.16$0.09$0.07
2016Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.14$0.09$0.05
2015Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.13$0.08$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.15$0.08$0.07
2013Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.07
2012Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.13
2011Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.08
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Sep 12, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANNE MCWILLIAMSPresident/Director-$0--
DEBRA MCLARENVP/Director-$0--
MICHAEL MCWILLIAMSDirector-$0--
PETER SHRIFTDirector-$0--
Filing and Contact Details

Filer

Filer Name
Mcwilliams Family Foundation
EIN
74-3072182
Phone
4128257100
Address
333 W WACKER DRIVE 1700, CHICAGO, IL 60606

Signing Officer

Name
Anne Mcwilliams
Title
President/director
Phone
4128257100
Signed
2025-09-12
Discuss with paid preparer
Yes

Preparer

Firm
Harrison Llp
Address
333 W WACKER DRIVE SUITE 1700, CHICAGO, IL 60606
Preparer
Margaret a Nagela
Phone
3123321111
Raw XML Appendix352 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/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd060606
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd01
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
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IRS990PF/StatementsRegardingActyGrp/PhoneNum03123321111
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
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IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt060000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt170000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL PURPOSES
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1LA AMISTAD FOUNDATION - LAKEWOOD CENTER
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt04720 FIFTH AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt18400 LA-AMISTAD COVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0PITTSBURGH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1FERN PARK
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt01311
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0128689
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0129308
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0130000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0127997
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0128689
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0ANNE MCWILLIAMS
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1ANNE MCWILLIAMS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0333 W WACKER DRIVE SUITE 1700
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt1333 W WACKER DRIVE SUITE 1700
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0CHICAGO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1CHICAGO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0IL
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd160606
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt067305
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt1135139
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum12
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt067305
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt1135139
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0260 SHARES APPLE INC. (AAPL).
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc15636 SHARES APPLE INC. (AAPL).
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02024-12-26
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12024-12-30
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OTHER LIFE INSURANCE CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt088258
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt038691
OtherIncomeSchedule2/OtherIncomeDetail/Desc0LIFE INSURANCE INTEREST
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt038691
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt038691
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt06435
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt18929
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0TAX AND LEGAL SERVICES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt06435
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt18929
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0ANNE MCWILLIAMS
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0333 W WACKER DRIVE SUITE 1700
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0CHICAGO
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0IL
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd060606
TaxesSchedule/TaxesDetail/Amt04440
TaxesSchedule/TaxesDetail/Amt16000
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1ESTIMATED EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ANNE MCWILLIAMS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT/DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum04128257100
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MCWILLIAMS FAMILY FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O HARRISON LLP
ReturnHeader/Filer/BusinessNameControlTxt0MCWI
ReturnHeader/Filer/EIN0743072182
ReturnHeader/Filer/PhoneNum04128257100
ReturnHeader/Filer/USAddress/AddressLine1Txt0333 W WACKER DRIVE 1700
ReturnHeader/Filer/USAddress/CityNm0CHICAGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060606
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0320077509
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HARRISON LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0333 W WACKER DRIVE SUITE 1700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHICAGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060606
ReturnHeader/PreparerPersonGrp/PhoneNum03123321111
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARGARET A NAGELA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-09-12T15:35:21-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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