Civic Intelligence

The Margaret Pace Willson Charitable Fou

EIN 20-0427691 • San Antonio, TX

308 TorcidoSan Antonio, TX 78209
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

9th percentile

-165%

Higher net margin than 9% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

<$500k nonprofits • Source year 2025

Asset Growth

44th percentile

-5.8%

Faster asset growth than 44% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

30th percentile

-23%

Faster revenue growth than 30% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Using 2024 Form 990PF data because the latest 2025 filing does not report standard financial totals.

Assets

Down

$62,569

Down $3,870 (-5.8%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$62,569

Down $3,870 (-5.8%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin9th percentile

Revenue

Down

$2,344

Down $706 (-23%) from 2023

Expenses

Up

$6,214

Up $1,627 (+35%) from 2023

Net Income

Down

-$3,870

Down $2,333 (-152%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth44th percentile

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

$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

Latest loaded filing

2024

Assets$62,569
Liabilities$0
Net Assets$62,569
Open 2024 Filing

Operations Trend

Revenue Growth30th percentile

Revenue, expenses, and net income by year, with the latest 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

Latest loaded filing

2024

Revenue$2,344
Expenses$6,214
Net Income-$3,870
Open 2024 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
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
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Mar 17, 2026
Return Version
2025v4.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAUL D PACEDirector-$0--
MARGARET SULLIVAN PACEDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantTULANE UNIVERSITY SCHOOL OF MEDICINEPRIVATE EDUCATION-NEW ORLEANS, LA, US$80,332
Filing and Contact Details

Filer

Filer Name
The Margaret Pace Willson Charitable Fou
EIN
20-0427691
Phone
2108594880
Address
308 TORCIDO, SAN ANTONIO, TX 78209

Signing Officer

Name
Paul D Pace
Title
Director
Phone
2108266375
Signed
2026-03-17
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 Appendix297 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
AppliedToPriorYearElection/ElectionDesc0AN ELECTION IS BEING MADE TO APPLY CURRENT YEAR EXCESS QUALIFYING DISTRIBUTIONS TO THE 2007 UNDISTRIBUTED INCOME.
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DissolutionStmt/DissolutionInformationGrp/DissolutionAmt00
DissolutionStmt/DissolutionInformationGrp/ShortExplanationTxt0THE MPW FOUNDATION ADOPTED A PLAN OF COMPLETE DISSOLUTION AND LIQUIDATION DURING THE TAX YEAR ENDED DECEMBER 31, 2025. THE FOUNDATION DISTRIBUTED ITS REMAINING NET ASSETS TOTALING $80,322.08 ON DECEMBER 29, 2025, TO TULANE MEDICAL SCHOOL, A QUALIFIED ORGANIZATION.FOLLOWING THIS FINAL DISTRIBUTION, THE FOUNDATION HAS NO REMAINING ASSETS OR LIABILITIES AND HAS CEASED ALL OPERATIONS. THIS FORM 990-PF IS FILED AS THE FOUNDATION'S FINAL RETURN.
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd078209
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd01
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TX
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum02107383888
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt080332
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0PRIVATE EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0TULANE UNIVERSITY SCHOOL OF MEDICINE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd0PF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01430 TULANE AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEW ORLEANS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0LA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd070112
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt080332
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt03742
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt04421
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt03742
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt072169
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt072169
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt080332
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt072169
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt072169
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt04421
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0PROFESSIONAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt05000
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
LiquidationExplanationStmt/ExplanationTxt0THE FOUNDATION ADOPTED A PLAN OF COMPLETE LIQUIDATION DURING THE TAX YEAR AND HAS FULLY DISTRIBUTED ALL REMAINING NET ASSETS ON 12/31/2025 IN ACCORDANCE WITH ITS GOVERNING DOCUMENTS AND APPLICABLE FEDERAL AND STATE LAW. THE FOUNDATION HAS CEASED OPERATIONS, HAS NO REMAINING ASSETS OR LIABILITIES, AND THIS RETURN IS FILED AS A FINAL RETURN.
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt08
OtherIncomeSchedule2/OtherIncomeDetail/Desc0ROUNDING
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt08
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt08
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0896
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt15655
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1TAX PREPARATION FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0896
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/Amt0443
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0443
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PAUL D PACE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02108266375
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-03-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE MARGARET PACE WILLSON CHARITABLE FOU
ReturnHeader/Filer/BusinessNameControlTxt0MARG
ReturnHeader/Filer/EIN0200427691
ReturnHeader/Filer/PhoneNum02108594880
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/PreparationDt02026-03-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRIS MEEKS
ReturnHeader/ReturnTs02026-03-17T09:43:40-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

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