Civic Intelligence

Roger K Williams Charitable Foundation

990PF • Fiscal year 2022 • EIN 84-4444367

Jan 01, 2022 to Dec 31, 2022 • Filed on May 12, 2023

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.

2022 filings • $5M-$10M nonprofits • Source year 2022

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2022

Net Margin

99th percentile

616%

Higher net margin than 99% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Source year 2022

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Source year 2022

Asset Growth

27th percentile

-6.0%

Faster asset growth than 27% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Annualized from 2021 to 2022

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets24th percentile

Assets

Flat

$7,675,218

Flat from 2022

Net Assets

$7,675,218

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2022

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin99th percentile

Revenue

Flat

-$79,717

Flat from 2022

Expenses

Flat

$411,122

Flat from 2022

Net Income

Flat

-$490,839

Flat from 2022

Historical Trend

Balance Sheet Trend

Asset Growth27th 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: $0Net Assets 2022: $7,675,2182022Assets 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

2022

Assets$7,675,218
Liabilities$0
Net Assets$7,675,218
Open 2022 Filing

Operations Trend

Revenue GrowthScore unavailable

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 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

2022

Revenue-$79,717
Expenses$411,122
Net Income-$490,839
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 12, 2023
Return Version
2022v5.0
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
2023-05-12
Discuss with paid preparer
Yes

Preparer

Firm
Garcia & Carlson CPA Pa
Address
2367 VANDERBILT BEACH RD STE 811, NAPLES, FL 34109
Preparer
Evelyn Garcia
Phone
2393255200
Raw XML Appendix304 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd204210
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd304090
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd404937
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd504401
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0275000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt074120
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0200880
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0352686
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0275000
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0278566
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0200880
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0ROGER WILLIAMS LIVING TRUST
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt09615 WINDSOR WAY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0TWINSGURG
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0OH
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd0440873261
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt046038
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0QUARLES & BRADY LLP
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt02274
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt02274
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0OTHER RECEIVABLES
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0531
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0531
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2ACCOUNT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt062487
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt124
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt062487
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt124
TaxesSchedule/TaxesDetail/Amt04037
TaxesSchedule/TaxesDetail/Amt165800
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL INCOME TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt04037
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ELLEN WILLIAMS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03127155000
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROGER K WILLIAMS CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ROGE
ReturnHeader/Filer/EIN0844444367
ReturnHeader/Filer/PhoneNum03127155000
ReturnHeader/Filer/USAddress/AddressLine1Txt09615 WINDSOR WAY
ReturnHeader/Filer/USAddress/CityNm0TWINSBURG
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd0440873261
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0813495742
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GARCIA & CARLSON CPA PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02367 VANDERBILT BEACH RD STE 811
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NAPLES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd034109
ReturnHeader/PreparerPersonGrp/PhoneNum02393255200
ReturnHeader/PreparerPersonGrp/PreparationDt02023-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EVELYN GARCIA
ReturnHeader/ReturnTs02023-05-15T15:44:04-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ELLEN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WILLIAMS
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,675,218
Liabilities
$0
Net assets
$7,675,218
Revenue
-$79,717
Expenses
$411,122
Net income
-$490,839
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
2022Detailed filing. Detailed filing data is available for this year.$7.68$0.00$7.68$0.08$0.41$0.49
2022Summary only. Only limited summary data is available for this year.$7.68$0.00$0.08$0.41$0.49
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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