Civic Intelligence

The Ted & Rita Williams Foundation

990PF • Fiscal year 2012 • EIN 95-4505552

Oct 01, 2011 to Sep 30, 2012 • Filed on Nov 27, 2012

15423 Sutton St91403
Siviq Scores

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

Liabilities / Assets

65th percentile

0.01x

Higher debt load relative to assets than 65% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

Score unavailable

No value available

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

Source year 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

$216,539

No earlier filing loaded for comparison.

Net Assets

$214,564

No earlier filing loaded for comparison.

Liabilities

$1,975

No earlier filing loaded for comparison.

Revenue

-

No earlier filing loaded for comparison.

Expenses

$66,676

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2012: $216,539Liabilities 2012: $1,975Net Assets 2012: $214,5642012Assets 2013: $181,847Liabilities 2013: $1,9752013Assets 2014: $168,789Liabilities 2014: $0Net Assets 2014: $168,7892014Assets 2015: $159,032Liabilities 2015: $0Net Assets 2015: $159,0322015Assets 2016: $151,449Liabilities 2016: $0Net Assets 2016: $151,4492016Assets 2017: $202,527Liabilities 2017: $0Net Assets 2017: $202,5272017Assets 2019: $114,086Liabilities 2019: $12019Assets 2020: $82,518Liabilities 2020: $0Net Assets 2020: $82,5182020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021

Highlighted filing

2012

Assets$216,539
Liabilities$1,975
Net Assets$214,564

Operations Trend

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

$100K$50K$0-$50K-$100KExpenses 2012: $66,6762012Revenue 2013: $29,635Expenses 2013: $64,327Net Income 2013: -$34,6922013Revenue 2014: $5,968Expenses 2014: $17,051Net Income 2014: -$11,0832014Revenue 2015: $6,228Expenses 2015: $15,985Net Income 2015: -$9,7572015Revenue 2016: $6,479Expenses 2016: $14,062Net Income 2016: -$7,5832016Revenue 2017: $88,492Expenses 2017: $37,414Net Income 2017: $51,0782017Revenue 2019: -$11,104Expenses 2019: $44,655Net Income 2019: -$55,7592019Revenue 2020: $53Expenses 2020: $31,621Net Income 2020: -$31,5682020Revenue 2021: $7Expenses 2021: $82,525Net Income 2021: -$82,5182021

Highlighted filing

2012

Revenue-
Expenses$66,676
Net Income-
Jump To
Filing Snapshot
Filing Period
Oct 1, 2011 to Sep 30, 2012
Signed
Nov 27, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
RITA WILLIAMSPresident-$0--
WAYNE WILLIAMSVice President-$0--
RICHARD ATLASSecretary-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantLEO BAECK TEMPLERELIGIOUSPUBLICLOS ANGELES, CA, US$50,000
Paid GrantCALIFORNIA CLEAN MONEY CAMPAIGNEDUCATIONPUBLICCULVER CITY, CA, US$8,000
Paid GrantEARLY CHILDHOOD PARENTING CENTEREDUCATIONPUBLICSANTA MONICA, CA, US$1,500
Paid GrantLIBERTY HILL FOUNDATIONECONOMIC - SOCIAL JUSTICEPUBLICLOS ANGELES, CA, US$1,250
Paid GrantDR SUSAN LOVE RESERACH FOUNDATIONHEALTHCAREPUBLICSANTA MONICA, CA, US$1,000
Paid GrantOPICAECONOMIC - SOCIAL JUSTICEPUBLICLOS ANGELES, CA, US$1,000
Paid GrantUSC NORRIS WESTSIDE CANCER CENTERHEALTHCAREPUBLICLOS ANGELES, CA, US$1,000
Paid GrantVENICE COMMUNITY HOUSING CORPORATIONECONOMIC - SOCIAL JUSTICEPUBLICVENICE, CA, US$500
Paid GrantPHYSICIANS FOR SOCIAL RESPONSIBILITYHEALTHCAREPUBLICLOS ANGELES, CA, US$250
Paid GrantDOCTORS WITHOUT BORDERSHEALTHCAREPUBLICNEW YORK, NY, US$100
Filing and Contact Details

Filer

EIN
95-4505552
Raw XML Appendix392 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.

Path#Value
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AccountingFeesSchedule/AccountingFees/NetInvestmentIncome00
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue075056
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue118584
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue234673
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue347636
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV090190
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV124850
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV246210
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV338607
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0MERCK & CO INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock23M COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3GENERAL ELECTRIC CO
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IRS990PF/BalanceSheets/PaidInOrCapitalSurplusBOY00
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IRS990PF/BalanceSheets/TotalLiabilitiesBOY00
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IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases00
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases00
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IRS990PF/DistributableAmount/DistributableAmountAsAdjusted012279
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj012279
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IRS990PF/DistributableAmount/MinimumInvestmentReturn012343
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IRS990PF/ExemptPF0X
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IRS990PF/MethodOfAccountingCash0X
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IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0250613
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances075552
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0175061
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable03759
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn012343
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0246854
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0250613
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition00.25
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition10.25
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition20.25
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0RITA WILLIAMS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1WAYNE WILLIAMS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2RICHARD ATLAS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0PRESIDENT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1VICE PRESIDENT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2SECRETARY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10435 N LAYTON WAY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1115423 SUTTON ST
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine12420 S BRISTOL AVE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0LOS ANGELES
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1SHERMAN OAKS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City2LOS ANGELES
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1CA
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IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract00
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets01
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10RITA WILLIAMS
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber03104721257
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10435 N LAYTON WAY
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IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0CA
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IRS990PF/StatementsRegardingActivities/StatesFiledWith0CA
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IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson00
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount9500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0EDUCATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1HEALTHCARE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2HEALTHCARE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3EDUCATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4RELIGIOUS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5ECONOMIC - SOCIAL JUSTICE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution6ECONOMIC - SOCIAL JUSTICE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution7HEALTHCARE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution8HEALTHCARE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution9ECONOMIC - SOCIAL JUSTICE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10CALIFORNIA CLEAN MONEY CAMPAIGN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11DOCTORS WITHOUT BORDERS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12DR SUSAN LOVE RESERACH FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13EARLY CHILDHOOD PARENTING CENTER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14LEO BAECK TEMPLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine15LIBERTY HILL FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine16OPICA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine17PHYSICIANS FOR SOCIAL RESPONSIBILITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine18USC NORRIS WESTSIDE CANCER CENTER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine19VENICE COMMUNITY HOUSING CORPORATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1PUBLIC
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship7NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship8NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship9NONE
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11333 7TH AVENUE 2ND FLOOR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine122811 WILSHIRE BLVD STE 500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine131440 HARVARD ST
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1611759 MISSOURI AVENUE
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2SANTA MONICA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3SANTA MONICA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4LOS ANGELES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City5LOS ANGELES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City6LOS ANGELES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City7LOS ANGELES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City8LOS ANGELES
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IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
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IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc00
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IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear012279
IRS990PF/UndistributedIncome/AppliedToPriorYears00
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IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted012279
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
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IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear40288669
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear5020761
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear5020761
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear0493918
IRS990PF/UndistributedIncome/ExcessFromCurrentYear052321
IRS990PF/UndistributedIncome/ExcessFromYear10101525
IRS990PF/UndistributedIncome/ExcessFromYear2034913
IRS990PF/UndistributedIncome/ExcessFromYear3016490
IRS990PF/UndistributedIncome/ExcessFromYear40288669
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IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
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IRS990PF/UndistributedIncome/RemainingDistriFromCorpus052321
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus0514679
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover0462358
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
OtherExpensesSchedule/OtherExpenses/Description0STATE FILING FEES
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps00
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome00
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks030
TaxesSchedule/Taxes/Amount069
TaxesSchedule/Taxes/Category0FEDERAL EXCISE TAX
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/NetInvestmentIncome00
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0954505552
ReturnHeader/Filer/Name/BusinessNameLine10TED & RITA WILLIAMS FOUNDATION
ReturnHeader/Filer/NameControl0TED&
ReturnHeader/Filer/Phone03104721257
ReturnHeader/Filer/USAddress/AddressLine1015423 SUTTON ST
ReturnHeader/Filer/USAddress/City0SHERMAN OAKS
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode091403
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02012-11-27
ReturnHeader/Officer/Name0RITA WILLIAMS
ReturnHeader/Officer/Phone03104721257
ReturnHeader/Officer/Title0PRESIDENT
ReturnHeader/PreparerFirm/EIN0953381812
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10MANN GELON GLODNEY & AUGENSTEIN APC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine101880 CENTURY PARK EAST SUITE 950
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0LOS ANGELES
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode090067
ReturnHeader/Preparer/Name0STEVEN GELON
ReturnHeader/Preparer/Phone03102773633
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-10-01
ReturnHeader/TaxPeriodEndDate02012-09-30
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-12-14T12:15:15-06:00

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