Civic Intelligence

Willett Family Foundation Inc

EIN 84-3630536 • Marietta, GA

4319 Wood Creek DrMarietta, GA 30062
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

43rd percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

44th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Net Margin

98th percentile

92%

Higher net margin than 98% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

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

$500k-$1M nonprofits • Source year 2024

Asset Growth

3rd percentile

-73%

Faster asset growth than 3% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

98th percentile

803%

Faster revenue growth than 98% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Down

$798,627

Down $2,166,821 (-73%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$798,627

Down $2,166,821 (-73%) from 2023

Operations
Liabilities / Revenue44th percentileNet Margin98th percentile

Revenue

Up

$544,618

Up $484,276 (+803%) from 2023

Expenses

Down

$42,413

Down $175,267 (-81%) from 2023

Net Income

Up

$502,205

Up $659,543 (+419%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth3rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0M$3.0M$2.0M$1.0M$0Assets 2020: $3,592,184Liabilities 2020: $0Net Assets 2020: $3,592,1842020Assets 2021: $3,369,051Liabilities 2021: $0Net Assets 2021: $3,369,0512021Assets 2022: $3,122,628Liabilities 2022: $0Net Assets 2022: $3,122,6282022Assets 2023: $2,965,448Liabilities 2023: $0Net Assets 2023: $2,965,4482023Assets 2024: $798,627Liabilities 2024: $0Net Assets 2024: $798,6272024

Highlighted filing

2024

Assets$798,627
Liabilities$0
Net Assets$798,627
Open 2024 Filing

Operations Trend

Revenue Growth98th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KRevenue 2020: -$152,081Expenses 2020: $257,177Net Income 2020: -$409,2582020Revenue 2021: $25,692Expenses 2021: $247,518Net Income 2021: -$221,8262021Revenue 2022: $14,605Expenses 2022: $259,739Net Income 2022: -$245,1342022Revenue 2023: $60,342Expenses 2023: $217,680Net Income 2023: -$157,3382023Revenue 2024: $544,618Expenses 2024: $42,413Net Income 2024: $502,2052024

Highlighted filing

2024

Revenue$544,618
Expenses$42,413
Net Income$502,205
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$798,627
Liabilities
$0
Net assets
$798,627
Revenue
$544,618
Expenses
$42,413
Net income
$502,205
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$0.54$0.04$0.50
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.97$0.00$2.97$0.06$0.22$0.16
2022Detailed filing. Detailed filing data is available for this year.$3.12$0.00$3.12$0.01$0.26$0.25
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.37$0.00$3.37$0.03$0.25$0.22
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.59$0.00$3.59$0.15$0.26$0.41
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 8, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEFFREY BRETT WILLETTPresident/Treas/SecPT$0--
CAITLIN ROGERDirector-$0--
CHRISTOPHER WILLETTDirector-$0--
JENNIFER ALAINE WILLETTDirector-$0--
WILLIAM MERRETT WILLETTDirector-$0--
Filing and Contact Details

Filer

Filer Name
Willett Family Foundation Inc
EIN
84-3630536
Phone
7703831192
Address
4319 WOOD CREEK DR, MARIETTA, GA 30062

Signing Officer

Name
Jeffrey Brett Willett
Title
President/treas/sec
Phone
7703831192
Signed
2025-09-08
Discuss with paid preparer
Yes

Preparer

Firm
Baker Tilly Advisory Group Lp
Address
3740 DAVINCI COURT SUITE 400, PEACHTREE CORNERS, GA 30092
Preparer
John Mcelderry
Phone
7702460793
Raw XML Appendix359 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.

Path#Value
DissolutionStmt/DissolutionInformationGrp/BusinessName/BusinessNameLine1Txt0JENNIFER ALAINE WILLETT CHARITABLE FOUNDATION INC
DissolutionStmt/DissolutionInformationGrp/BusinessName/BusinessNameLine1Txt1THE WILLETT LEGACY FOUNDATION INC
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DissolutionStmt/DissolutionInformationGrp/DissolutionAmt11334513
DissolutionStmt/DissolutionInformationGrp/ShortExplanationTxt0CASH
DissolutionStmt/DissolutionInformationGrp/ShortExplanationTxt1CASH
DissolutionStmt/DissolutionInformationGrp/USAddress/AddressLine1Txt0205 TOUSSAINT LANDING DR
DissolutionStmt/DissolutionInformationGrp/USAddress/AddressLine1Txt111443 VALMONT LANE
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt07967
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt024446
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt042413
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0544618
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12023-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22024-01-01
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2MORGAN STANLEY 1974
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3MORGAN STANLEY 1974
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt02669026
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JEFFREY BRETT WILLETT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1CAITLIN ROGER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2CHRISTOPHER WILLETT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3JENNIFER ALAINE WILLETT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4WILLIAM MERRETT WILLETT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT/TREAS/SEC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt04319 WOOD CREEK DR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt14164 DREAM CATCHER DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt25802 SW 115TH STREET RD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3205 TOUSSAINT LANDING DR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt411443 VALMONT LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MARIETTA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1WOODSTOCK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2OCALA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3DARDENNE PRAIRIE
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IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0J BRETT WILLETT
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt04319 WOOD CREEK DR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MARIETTA
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd030062
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IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
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IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt010000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0MULTIDISCIPLINARY ASSOCIATION FOR PSYCHEDELIC STUDIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0UNRELATED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt03141 STEVENS CREEK BLVD 40563
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SAN JOSE
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0103385
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt035047
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt014827
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt050234
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LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
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LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt04500
LiquidationExplanationStmt/ExplanationTxt0STATEMENT REGARDING SUBSTANTIAL CONTRACTION (FORM 990-PF, PART VI-A, LINE 5) ON APRIL 22, 2024, WILLETT FAMILY FOUNDATION INC. TRANSFERRED APPROXIMATELY TWO-THIRDS OF ITS TOTAL ASSETS (BASED ON FAIR MARKET VALUE) TO TWO NEWLY ESTABLISHED PRIVATE NON-OPERATING FOUNDATIONS: JENNIFER ALAINE WILLETT CHARITABLE FOUNDATION INC., EIN: 99-1566849, LOCATED AT 205 TOUSSAINT LANDING DR., DARDENNE PRAIRIE, MO 63368 THE WILLETT LEGACY FOUNDATION INC., EIN: 99-0407315, LOCATED AT 11443 VALMONT LANE, ALPHARETTA, GA 30004 THESE TRANSFERS WERE MADE PURSUANT TO A MUTUAL AGREEMENT AMONG THE THREE DIRECTORS TO DIVIDE THE FOUNDATION'S ASSETS AND ALLOW EACH DIRECTOR TO PURSUE PHILANTHROPIC GOALS INDEPENDENTLY. WILLETT FAMILY FOUNDATION INC RETAINED APPROXIMATELY ONE-THIRD OF ITS ASSETS AND CONTINUES TO FUNCTION AS A PRIVATE NON-OPERATING FOUNDATION. THIS TRANSFER CONSTITUTES A SUBSTANTIAL CONTRACTION AS DEFINED BY IRS GUIDELINES, AND IS DISCLOSED ACCORDINGLY IN PART VI-A, LINE 5 OF FORM 990-PF. THE FOUNDATION IS NOT UNDERGOING LIQUIDATION, TERMINATION, OR DISSOLUTION. THE TRANSFERRED ASSETS ARE NOT BEING TREATED AS QUALIFYING DISTRIBUTIONS UNDER IRC SECTION 4942(G)(3), AND THE RECIPIENT FOUNDATIONS ARE NOT OBLIGATED TO MAKE QUALIFYING DISTRIBUTIONS OF THE TRANSFERRED FUNDS WITHIN THE FOLLOWING TAX YEAR. THE ORIGINAL FOUNDATION WILL SATISFY ITS MINIMUM DISTRIBUTION REQUIREMENT FOR THE CURRENT TAX YEAR THROUGH SEPARATE QUALIFYING DISTRIBUTIONS TO PUBLIC CHARITIES AND OTHER ELIGIBLE RECIPIENTS. AT THE TIME OF THE TRANSFERS, THE BOARD OF WILLETT FAMILY FOUNDATION INC CONSISTED OF THREE DIRECTORS. TWO OF THOSE DIRECTORS WHO SUBSEQUENTLY ASSUMED GOVERNANCE ROLES IN THE RECIPIENT FOUNDATIONS REMAINED ON THE BOARD THROUGH THE COMPLETION OF THE ASSET TRANSFERS TO ENSURE PROPER OVERSIGHT AND DOCUMENTATION. IMMEDIATELY FOLLOWING THE TRANSFERS, BOTH DIRECTORS RESIGNED FROM THE BOARD OF WILLETT FAMILY FOUNDATION INC. TO ENSURE CONTINUED INDEPENDENCE AND SOUND GOVERNANCE, THE FOUNDATION PROMPTLY APPOINTED TWO NEW DIRECTORS, NEITHER OF WHOM HAVE ANY FINANCIAL INTEREST IN OR GOVERNANCE ROLE WITH THE RECIPIENT FOUNDATIONS. AFTER THE TRANSFER OF ASSETS WAS COMPLETED, THE BOARD OF WILLETT FAMILY FOUNDATION INC IS COMPOSED ENTIRELY OF INDIVIDUALS WHO ARE INDEPENDENT OF THE RECIPIENT FOUNDATIONS AND ARE ACTIVELY ENGAGED IN OVERSEEING THE FOUNDATION'S REMAINING ASSETS AND CHARITABLE ACTIVITIES.
OtherDecreasesSchedule/OtherDecreasesDetail/Amt02669026
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0TRANSFER OF ASSETS
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt03
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OTHER INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt03
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt03
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt019946
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISOR FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt019946
TaxesSchedule/TaxesDetail/Amt07967
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EST. TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JEFFREY BRETT WILLETT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT/TREAS/SEC
ReturnHeader/BusinessOfficerGrp/PhoneNum07703831192
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILLETT FAMILY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0843630536
ReturnHeader/Filer/PhoneNum07703831192
ReturnHeader/Filer/USAddress/AddressLine1Txt04319 WOOD CREEK DR
ReturnHeader/Filer/USAddress/CityNm0MARIETTA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd030062
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390859910
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BAKER TILLY ADVISORY GROUP LP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03740 DAVINCI COURT SUITE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PEACHTREE CORNERS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030092
ReturnHeader/PreparerPersonGrp/PhoneNum07702460793
ReturnHeader/PreparerPersonGrp/PreparationDt02025-09-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN MCELDERRY
ReturnHeader/ReturnTs02025-09-08T17:03:08-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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