Civic Intelligence

The Williams Institute

990PF • Fiscal year 2015 • EIN 86-0743467

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 09, 2016

6615 N Scottsdale Road Ste 250Scottsdale, AZ 85250

(480) 517-1891

Siviq Scores

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

Liabilities / Assets

99th percentile

21.46x

Higher debt load relative to assets than 99% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

97th percentile

1.60x

Higher debt load relative to revenue than 97% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

11th percentile

-34%

Higher net margin than 11% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

90th percentile

$42,488

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 46.4% of source-year revenue.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

5th percentile

-71%

Faster asset growth than 5% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

7th percentile

-58%

Faster revenue growth than 7% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Down

$6,823

Down $16,819 (-71%) from 2014

Net Assets

Down

-$139,613

Down $30,387 (-28%) from 2014

Liabilities

Up

$146,436

Up $13,568 (+10%) from 2014

Revenue

Down

$91,563

Down $126,097 (-58%) from 2014

Expenses

Down

$122,308

Down $110,662 (-48%) from 2014

Net Income

Down

-$30,745

Down $15,435 (-101%) from 2014

Historical Trend

Balance Sheet Trend

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

$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

2015

Assets$6,823
Liabilities$146,436
Net Assets-$139,613

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2015

Revenue$91,563
Expenses$122,308
Net Income-$30,745
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 9, 2016
Return Version
2015v2.1
Mission and Program Overview

Mission

Promoting ethics through research, education, and leadership

Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID BRAATENPres/CEOFT$40,528$1,960$42,488
DAN SCHWEIKERChair/Treasurer-$0--
MICHAEL ANDREWSVice PresidentFT$0--
-Secretary-$0--
JODI DEROSDirector-$0--
LARRY GUDISDirector-$0--
MARY KAY KICKELSDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Williams Institute
EIN
86-0743467
Phone
4805171891
Address
6615 N SCOTTSDALE ROAD STE 250, SCOTTSDALE, AZ 85250

Signing Officer

Name
David Braaten
Title
President CEO
Signed
2016-11-09
Discuss with paid preparer
Yes

Preparer

Firm
Sechler CPA Pc
Address
921 E ORANGE DR, PHOENIX, AZ 85014
Preparer
Carolyn S Sechler
Phone
6022302700
Raw XML Appendix391 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/SummaryOfDirectChrtblActyGrp/Description2Txt0PROVIDED ETHICS EDUCATIONAL MATERIALS TO APPOXIMATELY 34,000 COLLEGE AND UNIVERSITY STUDENTS, CONDUCTED TRAINING SESSIONS IN ETHIC LEADERSHIP AND VALUES.
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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt14416
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt21446
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OtherIncomeSchedule2/OtherIncomeDetail/Desc0EDUCATIONAL ETHICS TRAINING INCOME
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OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt0695
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TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt02507
TaxesSchedule/TaxesDetail/Amt03342
TaxesSchedule/TaxesDetail/CategoryTxt0PAYROLL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0835
ReturnHeader/BuildTS02017-02-10 21:41:12Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID BRAATEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT CEO
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE WILLIAMS INSTITUTE
ReturnHeader/Filer/BusinessNameControlTxt0WILL
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SECHLER CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0921 E ORANGE DR
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ReturnHeader/PreparerPersonGrp/PhoneNum06022302700
ReturnHeader/PreparerPersonGrp/PreparationDt02016-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CAROLYN S SECHLER
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-11-09T11:57:44-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

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