Civic Intelligence

D J Williams Foundation

990PF • Fiscal year 2023 • EIN 92-1971279

May 19, 2023 to Dec 31, 2023 • Filed on May 13, 2024

Organization Profile
6041 Monona Drive 100Monona, WI 53716

(608) 221-8000

Siviq Scores

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

Liabilities / Assets

75th percentile

0.00x

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

2023 filings • NTEE T22 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

75th percentile

0.00x

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

2023 filings • NTEE T22 • <$500k nonprofits • Source year 2023

Net Margin

90th percentile

98%

Higher net margin than 90% of similar nonprofits.

2023 filings • NTEE T22 • <$500k nonprofits • Source year 2023

Top Officer Pay

93rd percentile

$0

Higher top officer pay than 93% of similar nonprofits.

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

2023 filings • NTEE T22 • <$500k nonprofits • Source year 2023

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Balance Sheet
Liabilities / Assets75th percentile

Assets

$351,618

No earlier filing loaded for comparison.

Net Assets

$351,618

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue75th percentileNet Margin90th percentile

Revenue

$357,175

No earlier filing loaded for comparison.

Expenses

$5,557

No earlier filing loaded for comparison.

Net Income

$351,618

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$400K$300K$200K$100K$0Assets 2023: $351,618Liabilities 2023: $0Net Assets 2023: $351,6182023Assets 2024: $344,120Liabilities 2024: $0Net Assets 2024: $344,1202024

Highlighted filing

2023

Assets$351,618
Liabilities$0
Net Assets$351,618
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$400K$300K$200K$100K$0-$100KRevenue 2023: $357,175Expenses 2023: $5,557Net Income 2023: $351,6182023Revenue 2024: $19,588Expenses 2024: $27,086Net Income 2024: -$7,4982024

Highlighted filing

2023

Revenue$357,175
Expenses$5,557
Net Income$351,618
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
May 19, 2023 to Dec 31, 2023
Signed
May 13, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Daniel KohlsTrustee-$0--
Filing and Contact Details

Filer

Filer Name
D J Williams Foundation
EIN
92-1971279
Phone
6082218000
Address
6041 Monona Drive 100, Monona, WI 53716

Signing Officer

Name
Daniel T Kohls
Title
Trustee
Signed
2024-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Lucida Advisors LLC
Address
20633 Watertown Court, Brookfield, WI 53186
Preparer
Karen F Prochaska CPA
Phone
6082338333
Raw XML Appendix213 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/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt02058
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IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
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IRS990PF/StatementsRegardingActyGrp/PhoneNum06082218000
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
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IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0Applications must be in writing. Full disclosure of the intended use of the funds and current financial statements of the applicant must be included.
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0No later than 120 days prior to the desired date of receipt.
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
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IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Donna J williams
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LegalFeesSchedule/LegalFeesGrp/CategoryTxt1IRS Application Fees
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Daniel T Kohls
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0D J Williams Foundation
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0co Daniel T Kohls
ReturnHeader/Filer/BusinessNameControlTxt0DJWI
ReturnHeader/Filer/EIN0921971279
ReturnHeader/Filer/PhoneNum06082218000
ReturnHeader/Filer/USAddress/AddressLine1Txt06041 Monona Drive 100
ReturnHeader/Filer/USAddress/CityNm0Monona
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0873834167
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Lucida Advisors LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt020633 Watertown Court
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Brookfield
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053186
ReturnHeader/PreparerPersonGrp/PhoneNum06082338333
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Karen F Prochaska CPA
ReturnHeader/ReturnTs02024-05-13T11:02:59-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Daniel T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Kohls
ReturnHeader/TaxPeriodBeginDt02023-05-19
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$351,618
Liabilities
$0
Net assets
$351,618
Revenue
$357,175
Expenses
$5,557
Net income
$351,618
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.44$0.00$3.44$0.20$0.27$0.07
2023Detailed filing. Detailed filing data is available for this year.$3.52$0.00$3.52$3.57$0.06$3.52