Civic Intelligence

Walker Institute of Learning & Leadership

EIN 01-0933100 • 501(c)3 • San Antonio, TX

Profile

To provide a high-performing learning community for middle school boys who are underserved by public schools.

1001 N Walters StreetSan Antonio, TX 78202

www.willbeacademy.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

6th percentile

-212%

Higher net margin than 6% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

20th percentile

-47%

Faster asset growth than 20% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

82nd percentile

42%

Faster revenue growth than 82% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$20,248

Down $18,222 (-47%) from 2016

Liabilities

Flat

$0

Flat from 2016

Net Assets

Down

$20,248

Down $18,222 (-47%) from 2016

Operations
Liabilities / Revenue62nd percentileNet Margin6th percentile

Revenue

Up

$8,590

Up $2,559 (+42%) from 2016

Expenses

Down

$26,812

Down $11,158 (-29%) from 2016

Net Income

Up

-$18,222

Up $13,717 (+43%) from 2016

Trend Graphs

Balance Sheet Trend

Asset Growth20th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2014: $102,396Liabilities 2014: $34Net Assets 2014: $102,3622014Assets 2015: $70,409Liabilities 2015: $0Net Assets 2015: $70,4092015Assets 2016: $38,470Liabilities 2016: $0Net Assets 2016: $38,4702016Assets 2017: $20,248Liabilities 2017: $0Net Assets 2017: $20,2482017

Highlighted filing

2017

Assets$20,248
Liabilities$0
Net Assets$20,248
Open 2017 Filing

Operations Trend

Revenue Growth82nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50K-$100KRevenue 2014: $13,035Expenses 2014: $79,161Net Income 2014: -$66,1262014Revenue 2015: $14,943Expenses 2015: $41,436Net Income 2015: -$26,4932015Revenue 2016: $6,031Expenses 2016: $37,970Net Income 2016: -$31,9392016Revenue 2017: $8,590Expenses 2017: $26,812Net Income 2017: -$18,2222017

Highlighted filing

2017

Revenue$8,590
Expenses$26,812
Net Income-$18,222
Open 2017 Filing

Filings

Most recent year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$20,248
Liabilities
$0
Net assets
$20,248
Revenue
$8,590
Expenses
$26,812
Net income
-$18,222
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$0.20$0.00$0.20$0.09$0.27$0.18
2016Detailed filing. Detailed filing data is available for this year.$0.38$0.00$0.38$0.06$0.38$0.32
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.70$0.00$0.70$0.15$0.41$0.26
2014Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.13$0.79$0.66
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 1, 2018
Return Version
2017v2.2
Gross Receipts
$8,590
Mission and Program Overview

Mission

To provide a high-performing learning community for middle school boys who are underserved by public schools.

Program Services

DescriptionGrantsExpenses
PROVIDING AN ENVIRONMENT OF LEARING ADDRESSING THE SPECIFIC NEEDS OF MIDDLE SCHOOL MALES-$21,150
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JO A SIMPSONChairmanPT$0--
RAYE LYNN WHITEVice ChairPT$0--
PAT CASEYTreasurerPT$0--
DIANA MITCHELLMemberPT$0--
MELVIN HUTCHENSMemberPT$0--
BEVERLY WOODSMemberPT$0--
Filing and Contact Details

Filer

Filer Name
Walker Institute of Learning & Leadership
EIN
01-0933100
Phone
2103074452
Address
1001 N WALTERS STREET, SAN ANTONIO, TX 78202

Signing Officer

Name
Patricia Casey
Title
Treasurer
Phone
2103074452
Signed
2018-05-01
Discuss with paid preparer
Yes

Preparer

Firm
Bee Sting Business Solutions LLC
Address
4830 28th Street East, Tuscaloosa, AL 35404
Preparer
Sharon D Hardie Phd Abd
Phone
2103864384
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“ADVERTISING 2990.”

Form 990EZ, Part I, Line 16

“Bank, investment, management fees 357.”

Form 990EZ, Part I, Line 16

“OPERATIONS 965.”

Raw XML Appendix148 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0PATRICIA CASEY
IRS990EZ/BooksInCareOfDetail/PhoneNum02103074452
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01001 N WALTERS STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN ANTONIO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0782022598
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt038470
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt020248
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01065
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-18222
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt022500
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt038470
IRS990EZ/Form990TotalAssetsGrp/EOYAmt020248
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt08590
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt07525
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt038470
IRS990EZ/NetAssetsOrFundBalancesEOYAmt020248
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt038470
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt020248
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt025.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt55.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JO A SIMPSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RAYE LYNN WHITE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2PAT CASEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DIANA MITCHELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MELVIN HUTCHENS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5BEVERLY WOODS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt04312
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE A HIGH-PERFORMING LEARNING COMMUNITY FOR MIDDLE SCHOOL BOYS WHO ARE UNDERSERVED BY PUBLIC SCHOOLS.
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDING AN ENVIRONMENT OF LEARING ADDRESSING THE SPECIFIC NEEDS OF MIDDLE SCHOOL MALES
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt021150
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt026812
IRS990EZ/TotalProgramServiceExpensesAmt021150
IRS990EZ/TotalRevenueAmt08590
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01065
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt06031
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt014943
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt013035
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt035074
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt035074
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01065
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt06031
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt014943
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt013035
IRS990ScheduleA/Total509Grp/TotalAmt035074
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt035074
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ADVERTISING 2990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BANK, INVESTMENT, MANAGEMENT FEES 357.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OPERATIONS 965.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PATRICIA CASEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02103074452
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WALKER INSTITUTE OF LEARNING & LEADERSHIP
ReturnHeader/Filer/BusinessNameControlTxt0WALK
ReturnHeader/Filer/EIN0010933100
ReturnHeader/Filer/PhoneNum02103074452
ReturnHeader/Filer/USAddress/AddressLine1Txt01001 N WALTERS STREET
ReturnHeader/Filer/USAddress/CityNm0SAN ANTONIO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078202
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId06A1D854C11D9E2A5E7F1750FB5A52B51FC6E39C8
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId06A1D854C11D9E2A5E7F1750FB5A52B51FC6E39C8
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.115.69.187
ReturnHeader/FilingSecurityInformation/IPDt02018-06-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm009:51:35
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Bee Sting Business Solutions LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04830 28th Street East
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Tuscaloosa
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd035404
ReturnHeader/PreparerPersonGrp/PhoneNum02103864384
ReturnHeader/PreparerPersonGrp/PreparationDt02018-06-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHARON D HARDIE PHD ABD
ReturnHeader/ReturnTs02018-06-10T09:51:35-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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