Civic Intelligence

Margaret Pace Willson Charitable Foundation

990PF • Fiscal year 2020 • EIN 20-0427691

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 05, 2021

Organization Profile
308 TorcidoSan Antonio, TX 78209

(210) 826-6375

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

20th percentile

-31%

Higher net margin than 20% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

37th percentile

-3.1%

Faster asset growth than 37% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

94th percentile

119%

Faster revenue growth than 94% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$49,919

Down $1,586 (-3.1%) from 2019

Net Assets

Down

$49,919

Down $1,586 (-3.1%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin20th percentile

Revenue

Up

$5,113

Up $2,780 (+119%) from 2019

Expenses

Down

$6,699

Down $105 (-1.5%) from 2019

Net Income

Up

-$1,586

Up $2,885 (+65%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

$80K$60K$40K$20K$0Assets 2010: $66,459Liabilities 2010: $0Net Assets 2010: $66,4592010Assets 2011: $67,529Liabilities 2011: $12011Assets 2012: $65,026Liabilities 2012: $0Net Assets 2012: $65,0262012Assets 2013: $64,684Liabilities 2013: $0Net Assets 2013: $64,6842013Assets 2014: $63,739Liabilities 2014: $0Net Assets 2014: $63,7392014Assets 2015: $61,895Liabilities 2015: $0Net Assets 2015: $61,8952015Assets 2016: $59,031Liabilities 2016: $0Net Assets 2016: $59,0312016Assets 2017: $57,310Liabilities 2017: $0Net Assets 2017: $57,3102017Assets 2018: $55,976Liabilities 2018: $0Net Assets 2018: $55,9762018Assets 2019: $51,505Liabilities 2019: $0Net Assets 2019: $51,5052019Assets 2020: $49,919Liabilities 2020: $0Net Assets 2020: $49,9192020Assets 2021: $73,820Liabilities 2021: $0Net Assets 2021: $73,8202021Assets 2022: $67,976Liabilities 2022: $0Net Assets 2022: $67,9762022Assets 2023: $66,439Liabilities 2023: $0Net Assets 2023: $66,4392023Assets 2024: $62,569Liabilities 2024: $0Net Assets 2024: $62,5692024

Highlighted filing

2020

Assets$49,919
Liabilities$0
Net Assets$49,919
Open 2020 Filing

Operations Trend

Revenue Growth94th percentile

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

$40K$30K$20K$10K$0-$10KExpenses 2010: $4,1592010Revenue 2011: $5,655Expenses 2011: $4,585Net Income 2011: $1,0702011Expenses 2012: $5,2872012Revenue 2013: $4,696Expenses 2013: $5,146Net Income 2013: -$4502013Revenue 2014: $4,817Expenses 2014: $5,762Net Income 2014: -$9452014Revenue 2015: $4,069Expenses 2015: $5,913Net Income 2015: -$1,8442015Revenue 2016: $3,259Expenses 2016: $6,121Net Income 2016: -$2,8622016Revenue 2017: $3,534Expenses 2017: $5,255Net Income 2017: -$1,7212017Revenue 2018: $2,470Expenses 2018: $3,804Net Income 2018: -$1,3342018Revenue 2019: $2,333Expenses 2019: $6,804Net Income 2019: -$4,4712019Revenue 2020: $5,113Expenses 2020: $6,699Net Income 2020: -$1,5862020Revenue 2021: $30,845Expenses 2021: $6,944Net Income 2021: $23,9012021Revenue 2022: $1,673Expenses 2022: $7,517Net Income 2022: -$5,8442022Revenue 2023: $3,050Expenses 2023: $4,587Net Income 2023: -$1,5372023Revenue 2024: $2,344Expenses 2024: $6,214Net Income 2024: -$3,8702024

Highlighted filing

2020

Revenue$5,113
Expenses$6,699
Net Income-$1,586
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 5, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAUL D PACEDirector-$0--
MARGARET SULLIVAN PACEDirector-$0--
Filing and Contact Details

Filer

Filer Name
Margaret Pace Willson Pace Charitable Fd
EIN
20-0427691
Phone
2108266375
Address
308 TORCIDO, SAN ANTONIO, TX 78209

Signing Officer

Name
Paul D Pace
Title
Director
Phone
2108266375
Signed
2021-11-05
Discuss with paid preparer
Yes

Preparer

Firm
Exencial Wealth Advisors
Address
7373 BROADWAY SUITE 400, SAN ANTONIO, TX 78209
Preparer
Chris Meeks
Phone
2107383888
Raw XML Appendix277 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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt047487
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0EQUITIES HELD AT SCHWAB
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt084768
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt01304
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
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IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt03809
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt03974
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IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt015070
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt02725
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt02790
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0CHARLES SCHWAB - LT
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt03809
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-1586
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt049919
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt051505
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt049919
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt04012
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt04012
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt04012
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt04072
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt060
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt060
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt00
IRS990PF/FMVAssetsEOYAmt087200
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0-2
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt050617
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IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt084768
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt051505
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt049919
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0890
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IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt082671
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01656
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt081015
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IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0PAUL D PACE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MARGARET SULLIVAN PACE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1308 TORCIDO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SAN ANTONIO
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
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IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt04012
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt03974
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt04012
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt03974
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0805
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt11885
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt235
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1TAX PREPARATION FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2OTHER EXPENSES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt20
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0805
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt20
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PAUL D PACE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02108266375
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MARGARET PACE WILLSON PACE CHARITABLE FD
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MARG
ReturnHeader/Filer/EIN0200427691
ReturnHeader/Filer/PhoneNum02108266375
ReturnHeader/Filer/USAddress/AddressLine1Txt0308 TORCIDO
ReturnHeader/Filer/USAddress/CityNm0SAN ANTONIO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078209
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0800965907
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EXENCIAL WEALTH ADVISORS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07373 BROADWAY SUITE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN ANTONIO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd078209
ReturnHeader/PreparerPersonGrp/PhoneNum02107383888
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRIS MEEKS
ReturnHeader/ReturnTs02021-11-05T14:10:32-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PAUL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PACE
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$49,919
Liabilities
$0
Net assets
$49,919
Revenue
$5,113
Expenses
$6,699
Net income
-$1,586
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$62.6$0.00$62.6$2.34$6.21$3.87
2023Detailed filing. Detailed filing data is available for this year.$66.4$0.00$66.4$3.05$4.59$1.54
2022Detailed filing. Detailed filing data is available for this year.$68.0$0.00$68.0$1.67$7.52$5.84
2021Detailed filing. Detailed filing data is available for this year.$73.8$0.00$73.8$30.8$6.94$23.9
2020Detailed filing. Detailed filing data is available for this year.$49.9$0.00$49.9$5.11$6.70$1.59
2019Detailed filing. Detailed filing data is available for this year.$51.5$0.00$51.5$2.33$6.80$4.47
2018Detailed filing. Detailed filing data is available for this year.$56.0$0.00$56.0$2.47$3.80$1.33
2017Detailed filing. Detailed filing data is available for this year.$57.3$0.00$57.3$3.53$5.26$1.72
2016Detailed filing. Detailed filing data is available for this year.$59.0$0.00$59.0$3.26$6.12$2.86
2015Detailed filing. Detailed filing data is available for this year.$61.9$0.00$61.9$4.07$5.91$1.84
2014Detailed filing. Detailed filing data is available for this year.$63.7$0.00$63.7$4.82$5.76$0.95
2013Detailed filing. Detailed filing data is available for this year.$64.7$0.00$64.7$4.70$5.15$0.45
2012Detailed filing. Detailed filing data is available for this year.$65.0$0.00$65.0$5.29
2011Summary only. Only limited summary data is available for this year.$67.5$0.00$5.66$4.59$1.07
2010Detailed filing. Detailed filing data is available for this year.$66.5$0.00$66.5$4.16