Civic Intelligence

The Williams Institute

EIN 86-0743467 • 501(c)3 • Scottsdale, AZ

Profile

Promoting ethics through research, education, and leadership

6619 N Scottsdale Road STE 250Scottsdale, AZ 85250

ethics-twi.org

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2022

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2022

Net Margin

84th percentile

34%

Higher net margin than 84% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

85th percentile

$1,000

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 4.9% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

84th percentile

38%

Faster asset growth than 84% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

15th percentile

-56%

Faster revenue growth than 15% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Up

$21,537

Up $5,888 (+38%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$21,537

Up $7,787 (+57%) from 2021

Revenue

Down

$20,387

Down $25,623 (-56%) from 2021

Expenses

Down

$13,500

Down $1,624 (-11%) from 2021

Net Income

Down

$6,887

Down $23,999 (-78%) from 2021

Trend Graphs

Balance Sheet Trend

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

$200K$100K$0-$100K-$200KAssets 2010: $125,279Liabilities 2010: $24,323Net Assets 2010: $100,9562010Assets 2011: $102,229Liabilities 2011: $48,589Net Assets 2011: $53,6402011Assets 2012: $83,864Liabilities 2012: $120,347Net Assets 2012: -$36,4832012Assets 2013: $28,659Liabilities 2013: $122,575Net Assets 2013: -$93,9162013Assets 2014: $23,642Liabilities 2014: $132,868Net Assets 2014: -$109,2262014Assets 2015: $6,823Liabilities 2015: $146,436Net Assets 2015: -$139,6132015Assets 2016: $28,144Liabilities 2016: $163,122Net Assets 2016: -$134,9782016Assets 2019: $35,201Liabilities 2019: $168,2902019Assets 2020: $4,842Liabilities 2020: $25,053Net Assets 2020: -$20,2112020Assets 2021: $15,649Liabilities 2021: $1,899Net Assets 2021: $13,7502021Assets 2022: $21,537Net Assets 2022: $21,5372022

Highlighted filing

2022

Assets$21,537
Liabilities-
Net Assets$21,537

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2010: $463,143Expenses 2010: $471,570Net Income 2010: -$8,4272010Expenses 2011: $430,8902011Expenses 2012: $418,4942012Revenue 2013: $220,880Expenses 2013: $269,609Net Income 2013: -$48,7292013Revenue 2014: $217,660Expenses 2014: $232,970Net Income 2014: -$15,3102014Revenue 2015: $91,563Expenses 2015: $122,308Net Income 2015: -$30,7452015Revenue 2016: $114,806Expenses 2016: $110,171Net Income 2016: $4,6352016Revenue 2019: $115,112Expenses 2019: $90,667Net Income 2019: $24,4452019Revenue 2020: $142,201Expenses 2020: $29,323Net Income 2020: $112,8782020Revenue 2021: $46,010Expenses 2021: $15,124Net Income 2021: $30,8862021Revenue 2022: $20,387Expenses 2022: $13,500Net Income 2022: $6,8872022

Highlighted filing

2022

Revenue$20,387
Expenses$13,500
Net Income$6,887

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Aug 24, 2023
Return Version
2022v5.0
Gross Receipts
$25,278
Mission and Program Overview

Mission

Promoting ethics through research, education, and leadership

Program Services

DescriptionGrantsExpenses
The TWI Board reviewed the essay contest platform for a re-launch in 2023. This requires updates to the website, a donor fundraising event and selecting a topic to discuss with students. See more on Sch O.-$9,389
We increased our reach to 2 additional Cal Fire agencies and re-engaged with 2 agencies that had suspended activity with TWI. See more on Sch O.--
We expanded our ethics awarness program to 2 additional schools. In addition, the original 4-year study was completed and results were revealed at a conference for university ethics professors. See more on Sch O--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Marcy MaslovPresident/CEOPT$1,000-$1,000
Lawrence GudisChairPT$0--
Michael AndrewsDirector-$0--
Jodi DerosDirector-$0--
Daniel SchweikerDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Williams Institute
EIN
86-0743467
Phone
4805171891
Address
6619 N Scottsdale Road STE 250, Scottsdale, AZ 85250

Signing Officer

Name
Marcy Maslov
Title
Presidentceo
Phone
4805171891
Signed
2023-08-24
Discuss with paid preparer
Yes

Preparer

Firm
Sechler Morgan Cpas Pllc
Address
2418 W BARROW DRIVE, CHANDLER, AZ 85224
Preparer
Kristina Morgan CPA
Phone
6022302700
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16, Other Expenses

Office Expense 2,984

Form 990-EZ, Part I, Line 16, Other Expenses

Information Technology 2,926

Form 990-EZ, Part I, Line 16, Other Expenses

Travel Expenses 1,129

Form 990-EZ, Part I, Line 16, Other Expenses

Insurance 1,729

Form 990-EZ, Part I, Line 16, Other Expenses

Royalties 1,247

Form 990-EZ, Part I, Line 20, Net Assets

Prior period adjustment 900

Form 990-EZ, Part II, Line 24, Other Assets

Accounts Receivable Beginning of year 2,988, End of year 1,960

Form 990-EZ, Part II, Line 26, Liabilities

Unclaimed Checks Payable Beginning of year 1,899, End of year 0

Form 990-EZ, Part III, Line 28

We promote ethical awareness among young people, TWI has held an annual ethics essay contest for high school juniors and seniors for 23 years. During that time, over 30,000 students have submitted essays on several different issues reflecting on the role of ethics in their lives. TWI has awarded over 140,000 in scholarships to winning juniors and seniors. TWI also partnered with the Lincoln Center for Applied Ethics at Arizona State University in sponsoring the essay contest. Due to the pandemic and school closings these Contests were suspended.

Form 990-EZ, Part III, Line 29

TWI provides services to California Fire departments due to our commitment to the community to promote ethical leadership. In addition to training courses on Ethical Leadership TWI has provided advice in course development for Ethical Leadership In the Classroom for a Cal Fire Marshall and gave specific instructors advice and content to enhance class presentation. This is ongoing.

Form 990-EZ, Part III, Line 30

Due to our work in upgrading the website and the assessment process, we earned the opportunity to continue in a new 4-year longitudinal study to follow up on the results from the original study. We assisted over 800 students at Purdue during 2022.TWI has developed and offered an online ethics awareness outreach, Living Your Values, to students going to college and their parents.The purpose of this outreach is to help parents and students work as a team to prepare the student for the ethical challenges encountered in college--personal, social media and academic.The program was piloted at a college prep academy and used for several years, using TWIs proprietary personal ethics assessment, along with a discussion guide and workbook for both parents and students.TWI continues to offer the program at this college prep academy and is expanding to other schools.TWI is also partnering with Purdue University to provide at reduced rates research on ethical decision-making. The research compares two different ethical decision-making instruments and determines at what point in a students courses is the EAI most effective as an ethical decision-making instrument for long-term decisions.

Form 990-EZ, Part III, Line 31

TWI acquires public support through our website, seminars, community educational events, sales of publications, online assessments, ethics training programs, essay contest, mailers, email, and special events. In 2022 TWI worked to create live and virtual speaking engagements on a local and national level but did not get accepted to conferences during the year. During 2022 TWI worked to improve its operations and access to EAI products and services. We upgraded the EAI system, reached out to customers and learned that our customers appreciate the Values Statements and the perspective their EAI reports offer on the value of practical ethical behavior. This is an ongoing effort and will continue into 2023.

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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8We promote ethical awareness among young people, TWI has held an annual ethics essay contest for high school juniors and seniors for 23 years. During that time, over 30,000 students have submitted essays on several different issues reflecting on the role of ethics in their lives. TWI has awarded over 140,000 in scholarships to winning juniors and seniors. TWI also partnered with the Lincoln Center for Applied Ethics at Arizona State University in sponsoring the essay contest. Due to the pandemic and school closings these Contests were suspended.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9TWI provides services to California Fire departments due to our commitment to the community to promote ethical leadership. In addition to training courses on Ethical Leadership TWI has provided advice in course development for Ethical Leadership In the Classroom for a Cal Fire Marshall and gave specific instructors advice and content to enhance class presentation. This is ongoing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Due to our work in upgrading the website and the assessment process, we earned the opportunity to continue in a new 4-year longitudinal study to follow up on the results from the original study. We assisted over 800 students at Purdue during 2022.TWI has developed and offered an online ethics awareness outreach, Living Your Values, to students going to college and their parents.The purpose of this outreach is to help parents and students work as a team to prepare the student for the ethical challenges encountered in college--personal, social media and academic.The program was piloted at a college prep academy and used for several years, using TWIs proprietary personal ethics assessment, along with a discussion guide and workbook for both parents and students.TWI continues to offer the program at this college prep academy and is expanding to other schools.TWI is also partnering with Purdue University to provide at reduced rates research on ethical decision-making. The research compares two different ethical decision-making instruments and determines at what point in a students courses is the EAI most effective as an ethical decision-making instrument for long-term decisions.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11TWI acquires public support through our website, seminars, community educational events, sales of publications, online assessments, ethics training programs, essay contest, mailers, email, and special events. In 2022 TWI worked to create live and virtual speaking engagements on a local and national level but did not get accepted to conferences during the year. During 2022 TWI worked to improve its operations and access to EAI products and services. We upgraded the EAI system, reached out to customers and learned that our customers appreciate the Values Statements and the perspective their EAI reports offer on the value of practical ethical behavior. This is an ongoing effort and will continue into 2023.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990-EZ, Part III, Line 30
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