Civic Intelligence

Daniel J and Amy S Willis Charitable Foundation

990PF • Fiscal year 2022 • EIN 81-6937849

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 14, 2023

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

19th percentile

0.00x

Higher debt load relative to assets than 19% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

18th percentile

0.00x

Higher debt load relative to revenue than 18% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Source year 2022

Net Margin

14th percentile

-32%

Higher net margin than 14% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Source year 2022

Top Officer Pay

24th percentile

$0

Higher top officer pay than 24% of similar nonprofits.

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

2022 filings • $10M-$25M nonprofits • Source year 2022

Asset Growth

43rd percentile

-2.0%

Faster asset growth than 43% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

33rd percentile

-9.0%

Faster revenue growth than 33% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Annualized from 2021 to 2022

Assets

Down

$12,331,925

Down $247,418 (-2.0%) from 2021

Net Assets

Down

$12,331,925

Down $247,418 (-2.0%) from 2021

Liabilities

Down

$0

Down $1 (-100%) from 2021

Revenue

Down

$599,803

Down $59,025 (-9.0%) from 2021

Expenses

Up

$791,553

Up $64,512 (+8.9%) from 2021

Net Income

Down

-$191,750

Down $123,537 (-181%) from 2021

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: $0Net 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

2022

Assets$12,331,925
Liabilities$0
Net Assets$12,331,925

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

2022

Revenue$599,803
Expenses$791,553
Net Income-$191,750
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 14, 2023
Return Version
2022v5.0
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
Phone
6023124496
Signed
2023-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Crowe Llp
Address
575 Market Street Suite 3300, San Francisco, CA 94105-5829
Preparer
Diane Kirmaci
Phone
4155761100
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21BANK OF AMERICA CORP (BAC)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22BEST BUY INC (BBY)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23BLOCK H & R INC (HRB)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24BRISTOL-MYERS SQUIBB CO (BMY)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25BROADCOM INC (AVGO)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26CAMDEN PPTY TR (CPT)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27CHEMOURS COMPANY (CC)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28CHEVRON CORP (CVX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29CITIGROUP INC (C)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30CLEVELAND-CLIFFS INC (CLF)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31COMERICA INC (CMA)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32COMMVAULT SYSTEMS INC (CVLT)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33CONSUMER DISCRETIONARY SELE (XLY)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34CONSUMER STAPLES SELECT SEC (XLP)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35CUMMINS INC (CMI)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36CVS HEALTH CORP (CVS)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37DICKS SPORTING GOODS (DKS)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38EASTMAN CHEM CO (EMN)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39ETFMG ALTERNATIVE HARVEST E (MJ)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40EXELON CORP (EXC)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41EXXON MOBIL CORP (XOM)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42FRANKLIN INCOME FD CL (FRIAX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43GENERAL MILLS INC (GIS)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44HP INC (HPQ)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45INDUSTRIAL SELECT SECTOR SP (XLI)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46INTEL CORP (INTC)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47INTERNATIONAL BUSINESS MACH (IBM)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48INVESCO GLOBAL SHORT TERM H (PGHY)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49ISHARES SELECT DIVIDEND ETF (DVY)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50KEYCORP (KEY)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51KINDER MORGAN INC (KMI)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52KRAFT HEINZ COMPANY (KHC)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53KROGER CO (KR)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54LIFE STORAGE INC (LSI)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55LYONDELLBASELL INDUSTRIES N (LYB)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56MASTEC INC (MTZ)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57MCDONALDS CORP (MCD)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58MORGAN STANLEY (MS)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59NAVIENT CORP (NAVI)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60OLIN CORP (OLN)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61PFIZER INC (PFE)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62PIMCO ACTIVE BOND ETF (BOND)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63PPL CORP (PPL)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64PROGYNY INC (PGNY)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65PRUDENTIAL FINL (PRU)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66QUALCOMM INC (QCOM)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67REAL ESTATE SELECT SECTOR S (XLRE)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68SCIENTIFIC GAMES CORPORATIO (SGMS)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69SOUTHERN COMPANY (SO)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70STAAR SURGICAL CO (STAA)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71STEEL DYNAMICS INC (STLD)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72THE AFFINITY WORLD LEADERS (WLDR)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73THE MACERICH COMPANY (MAC)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74UNIVAR SOLUTIONS INC (UNVR)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75VALVOLINE INC (VVV)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76VANGUARD SHORT TERM CORPORA (VCSH)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77VERIZON COMM (VZ)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78WALGREENS BOOTS ALLIANCE IN (WBA)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79WELLS FARGO & CO (WFC)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80WHIRLPOOL CORP (WHR)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81WORLD WRESTLING ENTERTAINME (WWE)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82Vanguard Strm Infproidx ETF (VTIP)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83Vanguard High Div Yld ETF (VYM)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84Constellationi Energy Corp (CEG)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85Darden Restaurants Inc (DRI)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86F&G Annuities & Life Inc (FG)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87Fidelity Majestic Silver Corp (FNF)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88Merck & Co Inc (MRK)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89Regions Financial Corp (RF)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90Repay Hldgs Corp (RPAY)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91Woodside Energy Group LTD (WDS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt01960222
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1438641
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2142672
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3255082
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt467418
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5166188
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6286349
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt7159273
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt8208512
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt9200000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt10177291
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt11200000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt12349668
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt13337978
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt14340097
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0ATHENE BCA ANNUITY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1GPB Holdings II
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2PEACHTREE HOTEL VALUE & INCOME FUND, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3ARCTRUST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4ARMADA WASTE MANAGEMENT LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5WAVELAND ENERGY RESOURCE PARTNER IVS IV, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6Priority Income Fund
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7Waveland Resource Partner V
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8Peachtree Distressed Opp Fund
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9Vet24Seven
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10Sealy Industrial Partners LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11BDP Montclair 2019
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12e2c2 ESA Bond Fund I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13Sovereign Partners Fund II
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14MH Ventures Fund II
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt01862309
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1438641
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2142672
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3255082
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt467418
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5166188
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6286349
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7159273
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8208512
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt9200000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt10177291
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11200000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt12349668
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt13337978
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt14340097
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0260121
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0232278
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd0901101
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0Pass-through entities
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt0145232
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt0-37828
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0637631
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt0-37828
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0599803
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt02750
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt02750
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt05500
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0232278
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0650000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0650000

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