Civic Intelligence

D J Williams Foundation

990PF • Fiscal year 2024 • EIN 92-1971279

Jan 01, 2024 to Dec 31, 2024 • Filed on Apr 29, 2025

Organization Profile
6041 Monona DriveMonona, WI 53716

(608) 221-8000

Siviq Scores

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

Liabilities / Assets

87th percentile

0.00x

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

2024 filings • NTEE T22 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

87th percentile

0.00x

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

2024 filings • NTEE T22 • <$500k nonprofits • Source year 2024

Net Margin

32nd percentile

-38%

Higher net margin than 32% of similar nonprofits.

2024 filings • NTEE T22 • <$500k nonprofits • Source year 2024

Top Officer Pay

95th percentile

$3,500

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 17.9% of source-year revenue.

2024 filings • NTEE T22 • <$500k nonprofits • Source year 2024

Asset Growth

51st percentile

-2.1%

Faster asset growth than 51% of similar nonprofits.

2024 filings • NTEE T22 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

11th percentile

-95%

Faster revenue growth than 11% of similar nonprofits.

2024 filings • NTEE T22 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets87th percentile

Assets

Down

$344,120

Down $7,498 (-2.1%) from 2023

Net Assets

Down

$344,120

Down $7,498 (-2.1%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin32nd percentile

Revenue

Down

$19,588

Down $337,587 (-95%) from 2023

Expenses

Up

$27,086

Up $21,529 (+387%) from 2023

Net Income

Down

-$7,498

Down $359,116 (-102%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

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

2024

Assets$344,120
Liabilities$0
Net Assets$344,120
Open 2024 Filing

Operations Trend

Revenue Growth11th percentile

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

2024

Revenue$19,588
Expenses$27,086
Net Income-$7,498
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 29, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DANIEL KOHLSTrustee-$3,500-$3,500
Filing and Contact Details

Filer

Filer Name
D J Williams Foundation
EIN
92-1971279
Phone
6082218000
Address
6041 MONONA DRIVE, MONONA, WI 53716

Signing Officer

Name
Daniel Kohls
Title
Trustee
Signed
2025-04-29
Discuss with paid preparer
Yes

Preparer

Firm
Lucida Advisors LLC
Address
1232 FOURIER DRIVE SUITE 100, MADISON, WI 53717
Preparer
Karen F Prochaska CPA
Phone
6082338333
Raw XML Appendix271 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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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0FIXED INCOME
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt050000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt050061
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0202907
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ETFS
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt019588
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt019588
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt02334
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt06122
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt08456
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02024-01-01
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0CHARLES SCHWAB-DETAILS AVAIL.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CHARLES SCHWAB-DETAILS AVAIL.
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IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0344120
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0351618
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0344120
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt018237
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt018237
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt05612
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0DANIEL KOHLS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt06041 MONONA DR 100
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
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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.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0DANIEL T KOHLS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum06082218000
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0THE REQUESTING ORGANIZATION MUST BE A SECTION 501(C)(3) ORGANIZATION.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NO LATER THAN 120 DAYS PRIOR TO THE DESIRED DATE OF RECEIPT.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO HELP IN DONEE'S MISSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1TO HELP IN DONEE'S MISSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2TO HELP IN DONEE'S MISSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0WORLD CENTRAL KITCHEN INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1SAMARITAN'S PURSE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd255420
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt018630
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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/AppliedToCurrentYearAmt012337
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt08627
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt018237
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt020964
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt05900
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt08627
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt021
OtherIncomeSchedule2/OtherIncomeDetail/Desc0MUTUAL FUND INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt021
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt021
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03738
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt03738
TaxesSchedule/TaxesDetail/Amt051
TaxesSchedule/TaxesDetail/CategoryTxt02023 FED EXCISE TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt051
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DANIEL KOHLS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0D J WILLIAMS FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O DANIEL T KOHLS
ReturnHeader/Filer/BusinessNameControlTxt0DJWI
ReturnHeader/Filer/EIN0921971279
ReturnHeader/Filer/PhoneNum06082218000
ReturnHeader/Filer/USAddress/AddressLine1Txt06041 MONONA DRIVE
ReturnHeader/Filer/USAddress/CityNm0MONONA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053716
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0873834167
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LUCIDA ADVISORS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01232 FOURIER DRIVE SUITE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MADISON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053717
ReturnHeader/PreparerPersonGrp/PhoneNum06082338333
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KAREN F PROCHASKA CPA
ReturnHeader/ReturnTs02025-05-05T15:51:20-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

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Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$344,120
Liabilities
$0
Net assets
$344,120
Revenue
$19,588
Expenses
$27,086
Net income
-$7,498
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