Civic Intelligence

Mcwilliams Family Foundation C/O Ted Mcwilliams

990PF • Fiscal year 2015 • EIN 74-3072182

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 10, 2015

Organization Profile
Clb Brit 1904 4021 Gulf Shore BlvNaples, FL 34103

(412) 825-7100

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Net Margin

85th percentile

37%

Higher net margin than 85% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Asset Growth

64th percentile

3.8%

Faster asset growth than 64% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

24th percentile

-13%

Faster revenue growth than 24% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$1,311,488

Up $47,565 (+3.8%) from 2014

Net Assets

Up

$1,311,488

Up $47,565 (+3.8%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin85th percentile

Revenue

Down

$127,784

Down $19,511 (-13%) from 2014

Expenses

Up

$80,219

Up $2,040 (+2.6%) from 2014

Net Income

Down

$47,565

Down $21,551 (-31%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

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

$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

2015

Assets$1,311,488
Liabilities$0
Net Assets$1,311,488
Open 2015 Filing

Operations Trend

Revenue Growth24th percentile

Revenue, expenses, and net income across loaded years, with this 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

2015

Revenue$127,784
Expenses$80,219
Net Income$47,565
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 10, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TED MCWILLIAMSPresident-$0--
Filing and Contact Details

Filer

Filer Name
Mcwilliams Family Foundation Co Ted Mcwilliams
EIN
74-3072182
Phone
4128257100
Address
CLB BRIT 1904 4021 GULF SHORE BLV, NAPLES, FL 34103

Signing Officer

Name
Ted Mcwilliams
Title
President
Phone
4128257100
Signed
2015-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Catanese Group Pc
Address
307 STATE STREET, JOHNSTOWN, PA 15905-2737
Preparer
Peter Shrift CPA
Phone
8142558400
Raw XML Appendix299 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/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt074476
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt079876
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt074476
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt079876
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt074476
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0TED MCWILLIAMS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt04021 GULF SHORE BLVD N BRITTANY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0NAPLES
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd0341033471
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0100000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0491408
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0LIFE INSURANCE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0550221
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0550221
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt03855
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03855
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt02896
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OTHER INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt02896
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt02896
TaxesSchedule/TaxesDetail/Amt01888
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01888
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TED MCWILLIAMS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04128257100
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MCWILLIAMS FAMILY FOUNDATION CO TED MCWILLIAMS
ReturnHeader/Filer/BusinessNameControlTxt0MCWI
ReturnHeader/Filer/EIN0743072182
ReturnHeader/Filer/PhoneNum04128257100
ReturnHeader/Filer/USAddress/AddressLine1Txt0CLB BRIT 1904 4021 GULF SHORE BLV
ReturnHeader/Filer/USAddress/CityNm0NAPLES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034103
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0251685380
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CATANESE GROUP PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0307 STATE STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0JOHNSTOWN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0159052737
ReturnHeader/PreparerPersonGrp/PhoneNum08142558400
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PETER SHRIFT CPA
ReturnHeader/ReturnTs02015-11-10T15:11:03-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,311,488
Liabilities
$0
Net assets
$1,311,488
Revenue
$127,784
Expenses
$80,219
Net income
$47,565
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