Civic Intelligence

Daniel J and Amy S Willis Charitable Foundation

990PF • Fiscal year 2018 • EIN 81-6937849

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 14, 2019

Organization Profile
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

13th percentile

0.00x

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

2018 filings • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

13th percentile

0.00x

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

2018 filings • $10M-$25M nonprofits • Source year 2018

Net Margin

7th percentile

-53%

Higher net margin than 7% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Source year 2018

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.

2018 filings • $10M-$25M nonprofits • Source year 2018

Asset Growth

32nd percentile

-1.9%

Faster asset growth than 32% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

95th percentile

164%

Faster revenue growth than 95% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets13th percentile

Assets

Down

$12,656,283

Down $248,571 (-1.9%) from 2017

Net Assets

Down

$12,656,283

Down $248,571 (-1.9%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin7th percentile

Revenue

Up

$467,446

Up $290,147 (+164%) from 2017

Expenses

Down

$714,864

Down $51,386 (-6.7%) from 2017

Net Income

Up

-$247,418

Up $341,533 (+58%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

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

2018

Assets$12,656,283
Liabilities$0
Net Assets$12,656,283
Open 2018 Filing

Operations Trend

Revenue Growth95th percentile

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

2018

Revenue$467,446
Expenses$714,864
Net Income-$247,418
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 14, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay20th percentile

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
2019-11-14
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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12ISHARES NATIONAL MUNI BOND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13ISHARES SELECT DIVIDEND ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14ISHARES TIPS BOND ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15JP MORGAN CHASE & CO
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43AMERICAN EAGLE OUTFITTERS I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44APPLIED MATERIALS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45BEST BUY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46BLOCK H&R INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47BORG WARNER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48BOTTOMLINE TECH INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49CHIPOTLE MEXICAN GRILL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50COUPA SOFTWARE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51CUMMINS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52DECKERS OUTDOOR CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53DELUXE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54DICKS SPORTING GOODS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55DOMINO'S PIZZA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56FIVE BELOW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57FOOT LOCKER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58FORTINET INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59GAP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60GILEAD SCIENCES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61GLOBUS MEDICAL INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62GODADDY INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63HAEMONETICS CORP MASS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64HEICO CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65HELEN OF TROY LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66HOLLYFRONTIER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67HP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68HUBSPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69IAC/INTERACTIVE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70INOGEN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71INSPERITY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72INTERDIGITAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73INTERNATIONAL BUSINESS MACHINE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74KEURIG DR PEPPER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75KLA CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76KOHLS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77LAM RESH CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78LAMB WESTON HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79LEAR CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80LOUISIANA PACIFIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81LULULEMON ATHLETICA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82LYONDELLBASELL INDUSTRIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83MACYS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84MANPOWERGROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85MATCH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86MCCORMICK& CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87MICRON TECHNOLOGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88MKS INSTRS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89MOLINA HEALTHCARE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90NORDSTRORM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91NUCOR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92O'REILLY AUTOMOTIVE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93OKTA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94OLLIE'S BARGAIN OUTLET HOLD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95PAYCOM SOFTWARE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96POPULAR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97PREMIER INC-CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98PULTE GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99RALPH LAUREN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100RELIANCE STL & ALUM CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101SEAGATE TECHNOLOGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102SKECHERS US A INC CL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103SKYWORKS SOLS INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm106STEEL DYNAMICS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm107TELADOC HEALTH INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm108THOR INDS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm109TJX COX INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm112UNITED AIRLINES HOLDINGS
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm116WAYFAIR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm117WD 40 INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm118WELLCARE HEALTH PLANS INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm120WESTLAKE CHEMICAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm121WEX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm122WHITTING PETROLEUM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm123WORLD WRESTLING ENTERTAINMENT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm124XEROX CORP
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2PEACHTREE HOTEL VALUE & INCOME FUND, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3STIRA CMG
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4ARCTRUST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5GPB WASTE MANAGEMENT LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6MILL GREEN OPPORTUNITY FUND IV, LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7WAVELAND ENERGY RESOURCE PARTNERS IV, LP
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Filings

Displayed year

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

Open filing
Assets
$12,656,283
Liabilities
$0
Net assets
$12,656,283
Revenue
$467,446
Expenses
$714,864
Net income
-$247,418
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$13.0$0.00$13.0$1.96$0.76$1.20
2023Detailed filing. Detailed filing data is available for this year.$11.8$0.00$11.8$0.26$0.77$0.51
2022Detailed filing. Detailed filing data is available for this year.$12.3$0.00$12.3$0.60$0.79$0.19
2021Detailed filing. Detailed filing data is available for this year.$12.6$0.00$12.6$0.66$0.73$0.07
2020Detailed filing. Detailed filing data is available for this year.$12.6$0.00$12.6$0.24$0.37$0.13
2019Detailed filing. Detailed filing data is available for this year.$12.7$0.00$12.7$0.77$0.72$0.05
2018Detailed filing. Detailed filing data is available for this year.$12.7$0.00$12.7$0.47$0.71$0.25
2017Detailed filing. Detailed filing data is available for this year.$12.9$0.00$12.9$0.18$0.77$0.59