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Corporal Christopher Kelly Willis Foundation FY2020 filing

Tax-deductible

Kalamazoo, MI501(c)(3)Foundations & Grantmakers EIN 20-2725239Revenue $80K in FY2020

On file with the IRSwillisfoundation.org491 W South St, 49007-4620 · Kalamazoo, MITax-exempt since Nov 2005Publicly supported charity — 170(b)(1)(A)(vi)

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Cckwf was formed to honor the memory of a beloved marine. We provide college scholarships to children of u.s. Armed forces who have died or become disabled in a combat zone.

501(c)(3) charity; gifts are tax-deductible.
0¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 5
filings with a surplus
Average surplus $70K a year · 73% of revenue · last 5 filings
Looks good: a surplus in 5 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
0.3%
of spending
Concern: 0% of spending went to programs; under 50%.
Pt IX · Ln 25 · col B
Cash reserves
13 mo
of spending, in cash
Plus $945K in investments, Pt X · Ln 11–13
Looks good: 13.2 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $21K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$250
0.03% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
11
of 11 voting members
Looks good: 11 of 11 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$80K
Spent
$15K
To programs
0.3%
Net assets
$962K
By yearFY2020–FY2024
Revenue
$80K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$80K
FY2021$167K
FY2022$84K
FY2023$74K
FY2024$69K
Expenses
$15K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$15K
FY2021$16K
FY2022$44K
FY2023$32K
FY2024$19K
Net assets
$962K
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$962K
FY2021$1.1M
FY2022$962K
FY2023$1.1M
FY2024$1.2M

From the FY2020 Form 990 · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Nov 2005.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

0 cents of each dollar spent went to programs.

Program services 0% · $50 Management & general 100% · $15K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

11 people listed on the 990.

Part VII, Section A · reportable compensation
Michael Willis
Co-President
$0Pt VII · Sec A
Shaun Willis
Co-President
$0Pt VII · Sec A
Ron Patti
Vice Preside
$0Pt VII · Sec A
Mariko Willis
COO/Secretar
$0Pt VII · Sec A
Frank Willis
Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A
Andrew Vidor
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
See Corporal Christopher Kelly Willis Foundation executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Provide college scholarships to children of U.S. service members who died or were disabled in combat.

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Provided by the organization

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3 programs · $50 · in their own filed words · FY2020
01

Provide care packages to members of the united states armed forces while deployed overseas.

$50program expense
02

The primary focus of the organization is its scholarship program. The organization has granted scholarship awards to school-age children since its inception. The organiation's records are reported on a cash basis of accounting.

Pt IX · col B
03

Provide support to local marines.

Pt IX · col B

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2021
Fidelity Investments Charitable Gift FundFY2021$21K
Total grants receivedfrom 1 funder$21K

By the numbers

The FY2020 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$80K
Ln 12
Investment incomeLn 3$44K
Gifts and grantsLn 1h$39K
Money outPt IX
$15K
Ln 25
Programscol B$50
Managementcol C$15K
Owns and owesPt X
$962K
net assets · Ln 32
Cash and savingsLn 1–2$16K
Total assetsLn 16$962K
LiabilitiesLn 26$250
PeoplePt VI, VII
11
listed · VII A
PaidVII A0
Voting boardVI 1a11
IndependentVI 1b11
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$39K
Fundraising eventsLn 1c$23K
Investment incomeLn 3$44K
Gains on assetsLn 7$27K
Total revenueLn 12$80K
Assets in detailPt X, end of year
CashLn 1$16K
Cash and savings togetherLn 1–2$16K
InvestmentsLn 11–13$945K
Land, buildings, equipmentLn 10c$25
Total assetsLn 16$962K
LiabilitiesLn 26$250
Net assetsLn 32$962K
OperationsPt I, VI
EmployeesI 50
VolunteersI 612
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$38K$16K
InvestmentsLn 11–13$743K$945K
Land, buildings, equipmentLn 10c$75$25
Total assetsLn 16$781K$962K
LiabilitiesLn 26$500$250
Net assetsLn 32$780K$962K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Accounting feesLn 11c$1K$1K
Investment management feesLn 11f$7K$7K
Advertising and promotionLn 12$3K$3K
Office expensesLn 13$1K$1K
TravelLn 17$18$18
Depreciation, depletion and amortizationLn 22$50$50
InsuranceLn 23$885$885
Other expenses (24a–d)Ln 24$938$938
Total functional expensesLn 25$15K$50$15K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $69K$19K$50K$1.2M 990 PDF
FY2023 $74K$32K$42K$1.1M 990 PDF
FY2022 $84K$44K$40K$962K 990 PDF
FY2021 $167K$16K$151K$1.1M 990 PDF
FY2020 Viewing $80K$15K$65K$962K 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2020 990 (6 parts)
Part I · Summary $80,474 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $92,933$39,236
I-9 Program service revenue$0
I-10 Investment incomePrior year $10,860$43,610
I-11 Other revenuePrior year −$17,403−$2,372
I-12 Total revenuePrior year $86,390$80,474
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefits$0
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $17,728$15,044
I-18 Total expensesPrior year $17,728$15,044
I-19 Revenue less expensesPrior year $68,662$65,430
Part VI · Governance 11 of 11 board members independent, 4 to look at
VI-1a Voting members of the governing body11
VI-1b Independent voting members11
VI-2 Family or business relationship among officers or directorsYes
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-12a Written conflict of interest policyYes
Part VIII · Statement of revenue $80,474 across 7 lines filed
VIII-1c Fundraising events$23,270
VIII-1f All other contributions, gifts and grants$15,966
VIII-1h Total contributions, gifts and grants$39,236
VIII-3 Investment incomeExcluded from tax $16,689$16,689
VIII-7 Net gain or loss on sales of assetsRelated to mission $18,305 · Excluded from tax $8,616$26,921
VIII-8 Net income from fundraising events−$2,372
VIII-12 Total revenueRelated to mission $18,305 · Excluded from tax $25,305$80,474
Part IX · Statement of functional expenses $15,044 across 8 lines filed
IX-11c Accounting feesManagement $1,000$1,000
IX-11f Investment management feesManagement $7,239$7,239
IX-12 Advertising and promotionManagement $3,421$3,421
IX-13 Office expensesManagement $1,493$1,493
IX-17 TravelManagement $18$18
IX-22 Depreciation, depletion and amortizationPrograms $50$50
IX-23 InsuranceManagement $885$885
IX-24 Other expenses (24a–d)Management $938$938
IX-25 Total functional expensesPrograms $50 · Management $14,994 · Fundraising $0$15,044
Part X · Balance sheet $961,962 assets, 9 lines filed
X-1 Cash, non-interest-bearingStart of year $37,640$16,499
X-10c Land, buildings and equipment, netStart of year $75$25
X-11 Publicly traded securitiesStart of year $743,248$945,438
X-16 Total assetsStart of year $780,963$961,962
X-17 Accounts payable and accrued expensesStart of year $500$250
X-26 Total liabilitiesStart of year $500$250
X-27 Net assets without donor restrictionsStart of year $780,463$961,712
X-32 Total net assets or fund balancesStart of year $780,463$961,712
X-33 Total liabilities and net assetsStart of year $780,963$961,962
Part XI · Reconciliation of net assets $961,712 net assets at year end
XI-1 Total revenue$80,474
XI-2 Total expenses$15,044
XI-3 Revenue less expenses$65,430
XI-4 Net assets at start of year$780,463
XI-5 Net unrealized gains (losses) on investments$115,819
XI-10 Net assets at end of year$961,712

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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