Civic Intelligence

Beth and Lee Williams Foundation

990PF • Fiscal year 2020 • EIN 83-2813534

Jan 01, 2020 to Dec 31, 2020 • Filed on Aug 11, 2021

Organization Profile
2114 South Canterbury RoadWilmington, NC 28403

(910) 343-9530

Siviq Scores

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

Liabilities / Assets

78th percentile

0.00x

Higher debt load relative to assets than 78% of similar nonprofits.

2020 filings • NTEE T • <$500k nonprofits • Source year 2020

Liabilities / Revenue

79th percentile

0.00x

Higher debt load relative to revenue than 79% of similar nonprofits.

2020 filings • NTEE T • <$500k nonprofits • Source year 2020

Net Margin

23rd percentile

-95%

Higher net margin than 23% of similar nonprofits.

2020 filings • NTEE T • <$500k nonprofits • Source year 2020

Top Officer Pay

91st percentile

$0

Higher top officer pay than 91% of similar nonprofits.

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

2020 filings • NTEE T • <$500k nonprofits • Source year 2020

Asset Growth

37th percentile

-6.5%

Faster asset growth than 37% of similar nonprofits.

2020 filings • NTEE T • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

90th percentile

158%

Faster revenue growth than 90% of similar nonprofits.

2020 filings • NTEE T • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets78th percentile

Assets

Down

$85,373

Down $5,919 (-6.5%) from 2019

Net Assets

Down

$85,373

Down $5,919 (-6.5%) from 2019

Liabilities

Down

$0

Down $1 (-100%) from 2019

Revenue And Expenses
Liabilities / Revenue79th percentileNet Margin23rd percentile

Revenue

Up

$6,233

Up $3,817 (+158%) from 2019

Expenses

Up

$12,152

Up $6,028 (+98%) from 2019

Net Income

Down

-$5,919

Down $2,211 (-60%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

$100K$50K$0Assets 2019: $91,292Liabilities 2019: $1Net Assets 2019: $91,2922019Assets 2020: $85,373Liabilities 2020: $0Net Assets 2020: $85,3732020Assets 2021: $78,938Liabilities 2021: $1Net Assets 2021: $78,9382021Assets 2022: $76,426Liabilities 2022: $1Net Assets 2022: $76,4262022Assets 2023: $74,974Liabilities 2023: $1Net Assets 2023: $74,9742023Assets 2024: $89,115Liabilities 2024: $0Net Assets 2024: $89,1152024

Highlighted filing

2020

Assets$85,373
Liabilities$0
Net Assets$85,373
Open 2020 Filing

Operations Trend

Revenue Growth90th percentile

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

$40K$30K$20K$10K$0-$10KRevenue 2019: $2,416Expenses 2019: $6,124Net Income 2019: -$3,7082019Revenue 2020: $6,233Expenses 2020: $12,152Net Income 2020: -$5,9192020Revenue 2021: $9,632Expenses 2021: $16,067Net Income 2021: -$6,4352021Revenue 2022: $12,586Expenses 2022: $15,098Net Income 2022: -$2,5122022Revenue 2023: $1,599Expenses 2023: $3,051Net Income 2023: -$1,4522023Revenue 2024: $32,904Expenses 2024: $18,763Net Income 2024: $14,1412024

Highlighted filing

2020

Revenue$6,233
Expenses$12,152
Net Income-$5,919
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Aug 11, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM L WILLIAMS IIIDirector/Chairman-$0--
ELIZABETH WILLIAMS MCDONALDDirector/Vice Chairman-$0--
WILLIAM L WILLILAMS IVDirector/Secretary-Treasur-$0--
Filing and Contact Details

Filer

Filer Name
The Beth and Lee Williams Foundation
EIN
83-2813534
Phone
9103439530
Address
2114 SOUTH CANTERBURY ROAD, WILMINGTON, NC 28403

Signing Officer

Name
William L Williams Iii
Title
Chairman
Phone
9103439530
Signed
2021-08-11
Discuss with paid preparer
Yes

Preparer

Firm
D M J & Co Pllc
Address
265 RACINE DRIVE SUITE 203, WILMINGTON, NC 28403
Preparer
Gregory D Millercpa
Phone
9104525260
Raw XML Appendix307 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0WILLIAM L WILLIAMS III
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ELIZABETH WILLIAMS MCDONALD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2WILLIAM L WILLILAMS IV
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IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0WILLIAM L WILLIAMS III
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt010000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL SUPPORT OF THEIR MISSION TO IMPROVE LIVES TODAY AND TOMORROW BY ACCELERATING LIFE-CHANGING BREAKTHROUGHS TO CURE, PREVENT, AND TREAT T1D AND ITS COMPLICATIONS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0200 VESEY STREET 28TH FLOOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010281
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt010000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
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/AppliedToCurrentYearAmt05781
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt05781
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt04439
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt09033
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt04594
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt04439
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt010375
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt04594
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt09033
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt04439
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01402
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01402
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0LEE AND BETH WILLIAMS
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt02114 S CANTERBURY ROAD
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0WILMINGTON
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0NC
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd028403
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM L WILLIAMS III
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum09103439530
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-08-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE BETH AND LEE WILLIAMS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BETH
ReturnHeader/Filer/EIN0832813534
ReturnHeader/Filer/PhoneNum09103439530
ReturnHeader/Filer/USAddress/AddressLine1Txt02114 SOUTH CANTERBURY ROAD
ReturnHeader/Filer/USAddress/CityNm0WILMINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028403
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0560570567
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0D M J & CO PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0265 RACINE DRIVE SUITE 203
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WILMINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028403
ReturnHeader/PreparerPersonGrp/PhoneNum09104525260
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GREGORY D MILLERCPA
ReturnHeader/ReturnTs02021-09-08T07:36:17-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0WILLIAM
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WILLIAMS III
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$85,373
Liabilities
$0
Net assets
$85,373
Revenue
$6,233
Expenses
$12,152
Net income
-$5,919
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$89.1$0.00$89.1$32.9$18.8$14.1
2023Detailed filing. Detailed filing data is available for this year.$75.0$0.00$75.0$1.60$3.05$1.45
2022Detailed filing. Detailed filing data is available for this year.$76.4$0.00$76.4$12.6$15.1$2.51
2021Detailed filing. Detailed filing data is available for this year.$78.9$0.00$78.9$9.63$16.1$6.44
2020Detailed filing. Detailed filing data is available for this year.$85.4$0.00$85.4$6.23$12.2$5.92
2019Detailed filing. Detailed filing data is available for this year.$91.3$0.00$91.3$2.42$6.12$3.71