Civic Intelligence

Roger K Williams Charitable Foundation

990PF • Fiscal year 2023 • EIN 84-4444367

Jan 01, 2023 to Dec 31, 2023 • Filed on May 09, 2024

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.

2023 filings • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

21st percentile

0.00x

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

2023 filings • $5M-$10M nonprofits • Source year 2023

Net Margin

10th percentile

-79%

Higher net margin than 10% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

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.

2023 filings • $5M-$10M nonprofits • Source year 2023

Asset Growth

27th percentile

-2.2%

Faster asset growth than 27% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

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

Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets24th percentile

Assets

Flat

$7,508,427

Flat from 2023

Net Assets

$7,508,427

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2023

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin10th percentile

Revenue

Flat

$211,453

Flat from 2023

Expenses

Flat

$378,244

Flat from 2023

Net Income

Flat

-$166,791

Flat from 2023

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: $12022Assets 2023: $7,508,427Liabilities 2023: $0Net Assets 2023: $7,508,4272023Assets 2023: $7,508,427Liabilities 2023: $12023Assets 2024: $7,284,841Liabilities 2024: $0Net Assets 2024: $7,284,8412024

Highlighted filing

2023

Assets$7,508,427
Liabilities$0
Net Assets$7,508,427
Open 2023 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 2023: $211,453Expenses 2023: $378,244Net Income 2023: -$166,7912023Revenue 2023: $211,453Expenses 2023: $378,244Net Income 2023: -$166,7912023Revenue 2024: $221,552Expenses 2024: $445,138Net Income 2024: -$223,5862024

Highlighted filing

2023

Revenue$211,453
Expenses$378,244
Net Income-$166,791
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 9, 2024
Return Version
2023v5.0
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
2024-05-09
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 Appendix288 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/TotalGrantOrContriPdDurYrAmt0300000
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/AppliedToCurrentYearAmt021434
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0278566
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0347646
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0300000
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0326212
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0278566
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0QUARLES & BRADY LLP
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01269
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt01269
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0531
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0OTHER RECEIVABLES
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0775
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2ACCOUNT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt061411
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt061411
TaxesSchedule/TaxesDetail/Amt03564
TaxesSchedule/TaxesDetail/Amt19400
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL INCOME TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt03564
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ELLEN WILLIAMS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03127155000
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-09
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/IRSResponsiblePrtyInfoCurrInd0true
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/PreparationDt02024-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EVELYN GARCIA
ReturnHeader/ReturnTs02024-05-10T09:56:15-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ELLEN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WILLIAMS
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,508,427
Liabilities
$0
Net assets
$7,508,427
Revenue
$211,453
Expenses
$378,244
Net income
-$166,791
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
2023Detailed filing. Detailed filing data is available for this year.$7.51$0.00$7.51$0.21$0.38$0.17
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
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