Civic Intelligence

Roger K Williams Charitable Foundation

990PF • Fiscal year 2021 • EIN 84-4444367

Jan 01, 2021 to Dec 31, 2021 • Filed on Jun 17, 2022

Organization Profile
9615 Windsor WayTwinsburg, OH 44087-3261

(312) 715-5000

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2021 filings • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

23rd percentile

0.00x

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

2021 filings • $5M-$10M nonprofits • Source year 2021

Net Margin

99th percentile

99%

Higher net margin than 99% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

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

2021 filings • $5M-$10M nonprofits • Source year 2021

Asset Growth

100th percentile

411496%

Faster asset growth than 100% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

100th percentile

82160%

Faster revenue growth than 100% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$8,166,057

Up $8,164,073 (+411496%) from 2020

Net Assets

Up

$8,166,057

Up $8,164,073 (+411496%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue23rd percentileNet Margin99th percentile

Revenue

Up

$8,229,300

Up $8,219,296 (+82160%) from 2020

Expenses

Up

$65,227

Up $57,207 (+713%) from 2020

Net Income

Up

$8,164,073

Up $8,162,089 (+411396%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth100th percentile

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

$10M$5.0M$0Assets 2020: $1,984Liabilities 2020: $0Net Assets 2020: $1,9842020Assets 2021: $8,166,057Liabilities 2021: $0Net Assets 2021: $8,166,0572021Assets 2022: $7,675,218Liabilities 2022: $12022Assets 2023: $7,508,427Liabilities 2023: $12023Assets 2024: $7,284,841Liabilities 2024: $0Net Assets 2024: $7,284,8412024

Highlighted filing

2021

Assets$8,166,057
Liabilities$0
Net Assets$8,166,057
Open 2021 Filing

Operations Trend

Revenue Growth100th percentile

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

$10M$5.0M$0-$5.0MRevenue 2020: $10,004Expenses 2020: $8,020Net Income 2020: $1,9842020Revenue 2021: $8,229,300Expenses 2021: $65,227Net Income 2021: $8,164,0732021Revenue 2022: -$79,717Expenses 2022: $411,122Net Income 2022: -$490,8392022Revenue 2023: $211,453Expenses 2023: $378,244Net Income 2023: -$166,7912023Revenue 2024: $221,552Expenses 2024: $445,138Net Income 2024: -$223,5862024

Highlighted filing

2021

Revenue$8,229,300
Expenses$65,227
Net Income$8,164,073
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jun 17, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay32nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ELLEN WILLIAMSCo-Trustee-$0--
THOMAS WILLIAMSTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Roger K Williams Charitable
EIN
84-4444367
Phone
3127155000
Address
9615 WINDSOR WAY, TWINSBURG, OH 44087-3261

Signing Officer

Name
Ellen Williams
Title
Co-trustee
Phone
3127155000
Signed
2022-06-17
Discuss with paid preparer
Yes

Preparer

Firm
Garcia & Carlson CPA Pa
Address
3033 RIVIERA DR STE 106, NAPLES, FL 34103-2746
Preparer
Evelyn Garcia
Phone
2393255200
Raw XML Appendix252 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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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ROGE
ReturnHeader/Filer/EIN0844444367
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GARCIA & CARLSON CPA PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03033 RIVIERA DR STE 106
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NAPLES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0341032746
ReturnHeader/PreparerPersonGrp/PhoneNum02393255200
ReturnHeader/PreparerPersonGrp/PreparationDt02022-06-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EVELYN GARCIA
ReturnHeader/ReturnTs02022-06-24T08:31:41-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ELLEN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WILLIAMS
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,166,057
Liabilities
$0
Net assets
$8,166,057
Revenue
$8,229,300
Expenses
$65,227
Net income
$8,164,073
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.28$0.00$7.28$0.22$0.45$0.22
2023Summary only. Only limited summary data is available for this year.$7.51$0.00$0.21$0.38$0.17
2022Summary only. Only limited summary data is available for this year.$7.68$0.00$0.08$0.41$0.49
2021Detailed filing. Detailed filing data is available for this year.$8.17$0.00$8.17$8.23$0.07$8.16
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.01$0.01$0.00
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • $5M-$10M nonprofits