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Corporal Christopher Kelly Willis Foundation FY2022 filing

Tax-deductible

Kalamazoo, MI501(c)(3)Foundations & Grantmakers EIN 20-2725239Revenue $84K in FY2022

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.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78

Before you give

FY2022 · 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%
of spending
Concern: 0% of spending went to programs; under 50%.
Pt IX · Ln 25 · col B
Cash reserves
12 mo
of spending, in cash
Plus $920K in investments, Pt X · Ln 11–13
Looks good: 11.5 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
$84K
-50% vs prior year
Spent
$44K
To programs
0%
Net assets
$962K
By yearFY2020–FY2024
Revenue
$84K
FY2022▼ -50%
Tap a bar for its year
Revenue by fiscal year
FY2020$80K
FY2021$167K
FY2022$84K
FY2023$74K
FY2024$69K
Expenses
$44K
FY2022▲ +178%
Tap a bar for its year
Expenses by fiscal year
FY2020$15K
FY2021$16K
FY2022$44K
FY2023$32K
FY2024$19K
Net assets
$962K
FY2022▼ -15%
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 FY2022 Form 990 · see the original

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You’re viewing the FY2022 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

What each dollar paid for.

Management & general 100% · $44K

Form 990 Part IX, line 25. 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 · in their own filed words · FY2022
01

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

Pt IX · col B
02

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

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 FY2022 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$84K
Ln 12
Gifts and grantsLn 1h$75K
Investment incomeLn 3$23K
Money outPt IX
$44K
Ln 25
Managementcol C$44K
Owns and owesPt X
$962K
net assets · Ln 32
Cash and savingsLn 1–2$42K
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$75K
Fundraising eventsLn 1c$28K
Investment incomeLn 3$23K
Gains on assetsLn 7−$11K
Total revenueLn 12$84K
Assets in detailPt X, end of year
CashLn 1$42K
Cash and savings togetherLn 1–2$42K
InvestmentsLn 11–13$920K
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 FY22End FY22
Cash and savingsLn 1–2$87K$42K
InvestmentsLn 11–13$1.0M$920K
Total assetsLn 16$1.1M$962K
LiabilitiesLn 26$250$250
Net assetsLn 32$1.1M$962K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Accounting feesLn 11c$1K$1K
Investment management feesLn 11f$9K$9K
Advertising and promotionLn 12$4K$4K
Office expensesLn 13$1K$1K
InsuranceLn 23$998$998
Other expenses (24a–d)Ln 24$28K$28K
All other expensesLn 24e$48$48
Total functional expensesLn 25$44K$0$44K$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 Viewing $84K$44K$40K$962K 990 PDF
FY2021 $167K$16K$151K$1.1M 990 PDF
FY2020 $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 FY2022 990 (6 parts)
Part I · Summary $84,204 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $102,473$74,957
I-9 Program service revenue$0
I-10 Investment incomePrior year $89,544$23,319
I-11 Other revenuePrior year −$24,715−$14,072
I-12 Total revenuePrior year $167,302$84,204
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 $15,915$44,267
I-18 Total expensesPrior year $15,915$44,267
I-19 Revenue less expensesPrior year $151,387$39,937
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 $84,204 across 7 lines filed
VIII-1c Fundraising events$28,025
VIII-1f All other contributions, gifts and grants$46,932
VIII-1h Total contributions, gifts and grants$74,957
VIII-3 Investment incomeExcluded from tax $34,057$34,057
VIII-7 Net gain or loss on sales of assetsExcluded from tax −$10,738−$10,738
VIII-8 Net income from fundraising events−$14,072
VIII-12 Total revenueExcluded from tax $23,319$84,204
Part IX · Statement of functional expenses $44,267 across 7 lines filed
IX-11c Accounting feesManagement $1,110$1,110
IX-11f Investment management feesManagement $8,850$8,850
IX-12 Advertising and promotionManagement $3,612$3,612
IX-13 Office expensesManagement $1,181$1,181
IX-23 InsuranceManagement $998$998
IX-24 Other expenses (24a–d)Management $28,468$28,468
IX-24e All other expensesManagement $48$48
IX-25 Total functional expensesPrograms $0 · Management $44,267 · Fundraising $0$44,267
Part X · Balance sheet $961,859 assets, 8 lines filed
X-1 Cash, non-interest-bearingStart of year $87,343$42,299
X-11 Publicly traded securitiesStart of year $1,045,920$919,560
X-16 Total assetsStart of year $1,133,263$961,859
X-17 Accounts payable and accrued expensesStart of year $250$250
X-26 Total liabilitiesStart of year $250$250
X-27 Net assets without donor restrictionsStart of year $1,133,013$961,609
X-32 Total net assets or fund balancesStart of year $1,133,013$961,609
X-33 Total liabilities and net assetsStart of year $1,133,263$961,859
Part XI · Reconciliation of net assets $961,609 net assets at year end
XI-1 Total revenue$84,204
XI-2 Total expenses$44,267
XI-3 Revenue less expenses$39,937
XI-4 Net assets at start of year$1,133,013
XI-5 Net unrealized gains (losses) on investments−$211,341
XI-10 Net assets at end of year$961,609

Form 990 e-file (XML) FY2022 from the IRS · Classification, formation year and address from the IRS Business Master File

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