Civic Intelligence

Daniel J and Amy S Willis Charitable Foundation

990PF • Fiscal year 2017 • EIN 81-6937849

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 12, 2018

5510 N Kenwood AveIndianapolis, IN 46208

(602) 312-4496

Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

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

2017 filings • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

12th percentile

0.00x

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

2017 filings • $10M-$25M nonprofits • Source year 2017

Net Margin

1st percentile

-332%

Higher net margin than 1% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

20th percentile

$0

Higher top officer pay than 20% of similar nonprofits.

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

2017 filings • $10M-$25M nonprofits • Source year 2017

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Assets

$12,904,854

No earlier filing loaded for comparison.

Net Assets

$12,904,854

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$177,299

No earlier filing loaded for comparison.

Expenses

$766,250

No earlier filing loaded for comparison.

Net Income

-$588,951

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2017: $12,904,854Liabilities 2017: $0Net Assets 2017: $12,904,8542017Assets 2018: $12,656,283Liabilities 2018: $0Net Assets 2018: $12,656,2832018Assets 2019: $12,698,820Liabilities 2019: $1Net Assets 2019: $12,698,8202019Assets 2020: $12,591,050Liabilities 2020: $1Net Assets 2020: $12,591,0502020Assets 2021: $12,579,343Liabilities 2021: $1Net Assets 2021: $12,579,3432021Assets 2022: $12,331,925Liabilities 2022: $1Net Assets 2022: $12,331,9252022Assets 2023: $11,806,507Liabilities 2023: $1Net Assets 2023: $11,806,5072023Assets 2024: $12,967,754Liabilities 2024: $0Net Assets 2024: $12,967,7542024

Highlighted filing

2017

Assets$12,904,854
Liabilities$0
Net Assets$12,904,854

Operations Trend

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

$2.0M$1.0M$0-$1.0MRevenue 2017: $177,299Expenses 2017: $766,250Net Income 2017: -$588,9512017Revenue 2018: $467,446Expenses 2018: $714,864Net Income 2018: -$247,4182018Revenue 2019: $771,969Expenses 2019: $720,832Net Income 2019: $51,1372019Revenue 2020: $238,366Expenses 2020: $370,386Net Income 2020: -$132,0202020Revenue 2021: $658,828Expenses 2021: $727,041Net Income 2021: -$68,2132021Revenue 2022: $599,803Expenses 2022: $791,553Net Income 2022: -$191,7502022Revenue 2023: $256,350Expenses 2023: $765,675Net Income 2023: -$509,3252023Revenue 2024: $1,956,843Expenses 2024: $759,683Net Income 2024: $1,197,1602024

Highlighted filing

2017

Revenue$177,299
Expenses$766,250
Net Income-$588,951
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 12, 2018
Return Version
2017v2.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$0--
-Trustee-$0--
Filing and Contact Details

Filer

Filer Name
Daniel J and Amy S Willis Charitable Foundation
EIN
81-6937849
Phone
6023124496
Address
5510 N KENWOOD AVE, INDIANAPOLIS, IN 46208

Signing Officer

Name
Daniel J Willis
Title
Trustee
Signed
2018-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Crowe Llp
Address
330 E Jefferson Blvd PO Box 7, South Bend, IN 46624-0007
Preparer
Kenneth J Keber
Phone
5742323992
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Capital gain distributions-Ameritrade
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Ameritrade ST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2BARCLAYS BANK
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3United States Oil Fund
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12017-12-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22017-05-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32017-06-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-80511
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-588951
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt06239
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt012911093
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt013500044
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt012904854
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0553170
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0553170
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0553170
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0554055
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0885
IRS990PF/DistributableAmountGrp/TotalTaxAmt0885
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0885
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0885
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0885
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0885
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt00
IRS990PF/FMVAssetsEOYAmt013375579
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt013500044
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt013500044
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt099967
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt05280195
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt05730570
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandAccumDepreciationAmt00
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LoansFromOfficersBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LoansFromOfficersEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/MortgagesAndNotesPayableBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/MortgagesAndNotesPayableEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt04379799
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt04400149
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblAmt01308385
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt01308385
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYFMVAmt01308385
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/PledgesRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/PledgesRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RcvblFromOfficersBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RcvblFromOfficersEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RcvblFromOfficersEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0-595190
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt013400077
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01936475
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01936475
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt013500044
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt012904854
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt013375579
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt013500044
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt012904854
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt013500044
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt012904854
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt00
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt011249853
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt06356213
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt04893640
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0168748
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0554055
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt011081105
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt011249853
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt0Daniel J Willis
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt1Amy S Willis
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt05510 N KENWOOD AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt15510 N KENWOOD AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0INDIANAPOLIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1INDIANAPOLIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0IN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1IN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd046208
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd146208
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/CurrentYearAmt00
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/CurrentYearAmt00
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/CurrentYearAmt00
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/CurrentYearAmt00
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriNotUsedDrtGrp/TotalAmt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0885
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0885
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt011081105
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt03324375
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0636500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0635615
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0636500
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0885
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0636500
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false

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