Mcwilliams Family Foundation C/O Ted Mcwilliams

990PF • Fiscal year 2018 • EIN 74-3072182

Jul 01, 2017 to Jun 30, 2018 • Filed on Sep 30, 2018

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.

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

27%

Higher net margin than 80% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Higher top officer pay than 42% of similar nonprofits.

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

2018 filings • $1M-$5M nonprofits • Source year 2018

2.5%

Faster asset growth than 57% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

-18%

Faster revenue growth than 16% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet

Liabilities / Assets26th percentile

Assets

$1,463,147

Up $35,978 (+2.5%) from 2017

Net Assets

$1,463,147

Up $35,978 (+2.5%) from 2017

Liabilities

Flat

Flat from 2017

Revenue And Expenses

Liabilities / Revenue26th percentile Net Margin80th percentile

Revenue

Down

$130,844

Down $29,371 (-18%) from 2017

Expenses

$94,866

Up $1,689 (+1.8%) from 2017

Net Income

Down

$35,978

Down $31,060 (-46%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

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

Highlighted filing

2018

Assets$1,463,147

Liabilities$0

Net Assets$1,463,147

Open 2018 Filing

Operations Trend

Revenue Growth16th percentile

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

Highlighted filing

2018

Revenue$130,844

Expenses$94,866

Net Income$35,978

Open 2018 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2017 to Jun 30, 2018
Signed: Sep 30, 2018
Return Version: 2017v2.3

Compensation and Service Providers

Top Officer Pay42nd percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
TED MCWILLIAMS	President	-	$0	-	-

Filing and Contact Details

Filer

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

Signing Officer

Name: Ted Mcwilliams
Title: President
Signed: 2018-09-30

Preparer

Firm: Catanese Group Pc
Address: 307 STATE ST, JOHNSTOWN, PA 15905
Preparer: Peter E Shrift CPA
Phone: 8142558400

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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/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	588
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	86957
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	94596
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	87545
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	94008
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	86957
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	0	1
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm	0	TED MCWILLIAMS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt	0	CLB BRIT 1904 4021 GULF SHORE BLV
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm	0	NAPLES
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd	0	FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd	0	34103
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd	0	X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	0	100000
IRS990ScheduleB/GeneralRuleInd	0	X
IRS990ScheduleB/Organization501c3ExemptPFInd	0	X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt	0	666895
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	0	LIFE INSURANCE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	0	722811
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt	0	722811
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	INVESTMENT MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	4305
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	4305
TaxesSchedule/TaxesDetail/Amt	0	654
TaxesSchedule/TaxesDetail/CategoryTxt	0	FEDERAL EXCISE
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	654
ReturnHeader/BuildTS	0	2018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm	0	TED MCWILLIAMS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2018-09-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	MCWILLIAMS FAMILY FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt	0	C/O TED MCWILLIAMS
ReturnHeader/Filer/BusinessNameControlTxt	0	MCWI
ReturnHeader/Filer/EIN	0	743072182
ReturnHeader/Filer/PhoneNum	0	4128257100
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	CLB BRIT 1904 4021 GULF SHORE BLV
ReturnHeader/Filer/USAddress/CityNm	0	NAPLES
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	FL
ReturnHeader/Filer/USAddress/ZIPCd	0	34103
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId	0	27C6B1E71DF0476860F1C01887639AA92E0B0AE4
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId	0	3E3CB5BD29245E5042D94B4A332A1EE7EC744B95
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd	0	P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt	0	138.207.252.66
ReturnHeader/FilingSecurityInformation/IPDt	0	2018-10-12
ReturnHeader/FilingSecurityInformation/IPTimezoneCd	0	CD
ReturnHeader/FilingSecurityInformation/IPTm	0	10:42:47
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	251685380
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	CATANESE GROUP PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	307 STATE ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	JOHNSTOWN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	15905
ReturnHeader/PreparerPersonGrp/PhoneNum	0	8142558400
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2018-10-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	PETER E SHRIFT CPA
ReturnHeader/ReturnTs	0	2018-10-12T11:42:47-04:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2017-07-01
ReturnHeader/TaxPeriodEndDt	0	2018-06-30
ReturnHeader/TaxYr	0	2017

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $1,463,147
Liabilities: $0
Net assets: $1,463,147
Revenue: $130,844
Expenses: $94,866
Net income: $35,978

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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