Civic Intelligence

Williamson County A&M Foundation Inc

990EZ • Fiscal year 2013 • EIN 20-8434724

Jan 01, 2013 to Dec 31, 2013 • Filed on Aug 14, 2014

PO Box 116478627-1164

(512) 863-0178

Siviq Scores

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

Liabilities / Assets

85th percentile

0.32x

Higher debt load relative to assets than 85% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

94th percentile

0.73x

Higher debt load relative to revenue than 94% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Net Margin

67th percentile

12%

Higher net margin than 67% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Assets

$101,282

No earlier filing loaded for comparison.

Net Assets

$68,782

No earlier filing loaded for comparison.

Liabilities

$32,500

No earlier filing loaded for comparison.

Revenue

$44,444

No earlier filing loaded for comparison.

Expenses

$39,106

No earlier filing loaded for comparison.

Net Income

$5,338

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2013: $101,282Liabilities 2013: $32,500Net Assets 2013: $68,7822013Assets 2014: $95,295Liabilities 2014: $24,125Net Assets 2014: $71,1702014Assets 2015: $107,478Liabilities 2015: $18,110Net Assets 2015: $89,3682015Assets 2016: $122,925Liabilities 2016: $18,000Net Assets 2016: $104,9252016Assets 2017: $149,811Liabilities 2017: $18,0002017Assets 2018: $196,227Liabilities 2018: $9,000Net Assets 2018: $187,2272018Assets 2019: $139,128Liabilities 2019: $3,000Net Assets 2019: $136,1282019Assets 2020: $230,602Liabilities 2020: $0Net Assets 2020: $230,6022020Assets 2021: $113,965Net Assets 2021: $113,9652021Assets 2022: $86,648Net Assets 2022: $86,6482022Assets 2023: $92,291Net Assets 2023: $92,2912023Assets 2024: $125,246Net Assets 2024: $125,2462024

Highlighted filing

2013

Assets$101,282
Liabilities$32,500
Net Assets$68,782

Operations Trend

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

$200K$100K$0-$100K-$200KRevenue 2013: $44,444Expenses 2013: $39,106Net Income 2013: $5,3382013Revenue 2014: $41,406Expenses 2014: $39,018Net Income 2014: $2,3882014Revenue 2015: $55,906Expenses 2015: $37,703Net Income 2015: $18,2032015Revenue 2016: $53,845Expenses 2016: $38,288Net Income 2016: $15,5572016Revenue 2017: $63,537Expenses 2017: $36,651Net Income 2017: $26,8862017Revenue 2018: $80,003Expenses 2018: $24,587Net Income 2018: $55,4162018Revenue 2019: $60,459Expenses 2019: $111,557Net Income 2019: -$51,0982019Revenue 2020: $122,998Expenses 2020: $28,524Net Income 2020: $94,4742020Revenue 2021: $38,621Expenses 2021: $155,258Net Income 2021: -$116,6372021Revenue 2022: $39,024Expenses 2022: $66,340Net Income 2022: -$27,3162022Revenue 2023: $37,572Expenses 2023: $31,930Net Income 2023: $5,6422023Revenue 2024: $47,586Expenses 2024: $14,630Net Income 2024: $32,9562024

Highlighted filing

2013

Revenue$44,444
Expenses$39,106
Net Income$5,338
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Aug 14, 2014
Return Version
2013v3.1
Gross Receipts
$51,755
Mission and Program Overview

Mission

The williamson county a&m foundation, inc. Is organized for charitable and educational purposes. The foundation is dedicated to providing scholarships for senior students graduating from williamson county, texas high schools who plan to attend texas a & m univeristy in college station, texas. Major source of revenue will be fund raising events as well as the receipt of contributions. No professional fund raising organizations are engaged. Former students and friends of texas a & m univeristy provide all efforts for fund raising events on a volunteer basis.

The williamson county a&m foundation, inc. Is organized for charitable and educational purposes. The foundation is dedicated to providing scholarships for senior students graduating from williamson county, texas high schools who plan to attend texas a & m univeristy in college station, texas. Major source of revenue will be fund raising events as well as the receipt of contributions. No professional fund raising organizations are emgaged. Former students and friends of texas a & m univeristy provide all efforts for fund raising events on a volunteer basis.

Program Services

DescriptionGrantsExpenses
THE PRIMARY EXEMPT PURPOSE OF THIS FOUNDATION IS TO PROVIDE SCHOLARSHIPS TO STUDENTS OF WILLAIMSON COUNTY, TEXAS HIGH SCHOOLS WHO PLAN TO ATTEND TEXAS A & M UNIVERTIY IN COLLEGE STATION, TEXAS.$39,000$39,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN STRATEMANNPresident-$0--
PATRICIA KATTTreasurer-$0--
KRISTINE WARRENSecretary-$0--
PATRICK BREENVP-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$27,336$27,336$7,311$20,025
Total Events$27,336$27,336$7,311$20,025
Filing and Contact Details

Filer

EIN
20-8434724

Signing Officer

Name
Patricia a Katt
Title
Treasurer
Signed
2014-08-14
Discuss with paid preparer
Yes

Preparer

Preparer
Patricia a Katt
Phone
5128635720
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

39,000 0 0

Form 990-ez, Part I, Line 16

Expenses bank charges 86 total 86

Form 990-ez, Part II, Line 24

Pledges receivable 0 1,026 prepaid expenses and deferred charges 250 250 total 250 1,276

Form 990-ez, Part II, Line 26

Grants payable 43,313 32,500

Form 990-ez, Part III

The williamson county a&m foundation, inc. Is organized for charitable and educational purposes. The foundation is dedicated to providing scholarships for senior students graduating from williamson county, texas high schools who plan to attend texas a & m univeristy in college station, texas. Major source of revenue will be fund raising events as well as the receipt of contributions. No professional fund raising organizations are emgaged. Former students and friends of texas a & m univeristy provide all efforts for fund raising events on a volunteer basis.

Raw XML Appendix164 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0JOHN STRATEMANN
CompensationExplanation/CompensationExplanationGrp/PersonNm1PATRICIA KATT
CompensationExplanation/CompensationExplanationGrp/PersonNm2KRISTINE WARREN
CompensationExplanation/CompensationExplanationGrp/PersonNm3PATRICK BREEN
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0PATRICIA A KATT
IRS990EZ/BooksInCareOfDetail/PhoneNum05128630178
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10P O BOX 1164
IRS990EZ/BooksInCareOfDetail/USAddress/City0GEORGETOWN
IRS990EZ/BooksInCareOfDetail/USAddress/State0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode0786271164
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0106507
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0100006
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt023379
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt05338
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0106757
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0101282
IRS990EZ/FundraisingGrossIncomeAmt028143
IRS990EZ/GrantsAndSimilarAmountsPaidAmt039000
IRS990EZ/GrossReceiptsAmt051755
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0233
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt063444
IRS990EZ/NetAssetsOrFundBalancesEOYAmt068782
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt063444
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt068782
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOHN STRATEMANN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1PATRICIA KATT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KRISTINE WARREN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3PATRICK BREEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0250
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01276
IRS990EZ/OtherExpensesTotalAmt086
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE WILLIAMSON COUNTY A&M FOUNDATION, INC. IS ORGANIZED FOR CHARITABLE AND EDUCATIONAL PURPOSES. THE FOUNDATION IS DEDICATED TO PROVIDING SCHOLARSHIPS FOR SENIOR STUDENTS GRADUATING FROM WILLIAMSON COUNTY, TEXAS HIGH SCHOOLS WHO PLAN TO ATTEND TEXAS A & M UNIVERISTY IN COLLEGE STATION, TEXAS. MAJOR SOURCE OF REVENUE WILL BE FUND RAISING EVENTS AS WELL AS THE RECEIPT OF CONTRIBUTIONS. NO PROFESSIONAL FUND RAISING ORGANIZATIONS ARE EMGAGED. FORMER STUDENTS AND FRIENDS OF TEXAS A & M UNIVERISTY PROVIDE ALL EFFORTS FOR FUND RAISING EVENTS ON A VOLUNTEER BASIS.
IRS990EZ/PrintingPublicationsPostageAmt020
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE PRIMARY EXEMPT PURPOSE OF THIS FOUNDATION IS TO PROVIDE SCHOLARSHIPS TO STUDENTS OF WILLAIMSON COUNTY, TEXAS HIGH SCHOOLS WHO PLAN TO ATTEND TEXAS A & M UNIVERTIY IN COLLEGE STATION, TEXAS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt039000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt039000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt07311
IRS990EZ/SpecialEventsNetIncomeLossAmt020832
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt043313
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt032500
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt039106
IRS990EZ/TotalProgramServiceExpensesAmt039000
IRS990EZ/TotalRevenueAmt044444
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt023379
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt021219
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt044598
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0233
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0220
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0453
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0807
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0807
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt027336
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt018089
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt045425
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0233
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0220
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0453
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99500
IRS990ScheduleA/PublicSupportTotal509Amt090830
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt051522
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt039308
IRS990ScheduleA/Total509Grp/TotalAmt090830
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt051755
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt039528
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt091283
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt07311
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt027336
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt027336
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt027336
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt027336
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0ANNUAL FISH FRY
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt020025
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt07311
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt07311
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt039,000 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES BANK CHARGES 86 TOTAL 86
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PLEDGES RECEIVABLE 0 1,026 PREPAID EXPENSES AND DEFERRED CHARGES 250 250 TOTAL 250 1,276
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GRANTS PAYABLE 43,313 32,500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE WILLIAMSON COUNTY A&M FOUNDATION, INC. IS ORGANIZED FOR CHARITABLE AND EDUCATIONAL PURPOSES. THE FOUNDATION IS DEDICATED TO PROVIDING SCHOLARSHIPS FOR SENIOR STUDENTS GRADUATING FROM WILLIAMSON COUNTY, TEXAS HIGH SCHOOLS WHO PLAN TO ATTEND TEXAS A & M UNIVERISTY IN COLLEGE STATION, TEXAS. MAJOR SOURCE OF REVENUE WILL BE FUND RAISING EVENTS AS WELL AS THE RECEIPT OF CONTRIBUTIONS. NO PROFESSIONAL FUND RAISING ORGANIZATIONS ARE EMGAGED. FORMER STUDENTS AND FRIENDS OF TEXAS A & M UNIVERISTY PROVIDE ALL EFFORTS FOR FUND RAISING EVENTS ON A VOLUNTEER BASIS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PATRICIA A KATT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-08-14
ReturnHeader/Filer/BusinessName/BusinessNameLine10WILLIAMSON COUNTY A&M
ReturnHeader/Filer/BusinessName/BusinessNameLine20FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0208434724
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 1164
ReturnHeader/Filer/USAddress/City0GEORGETOWN
ReturnHeader/Filer/USAddress/State0TX
ReturnHeader/Filer/USAddress/ZIPCode0786271164
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0742594500
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10JOHN F LEWIS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine103613 WILLIAMS DRIVE STE 501
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0GEORGETOWN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0786281371
ReturnHeader/PreparerPersonGrp/PhoneNum05128635720
ReturnHeader/PreparerPersonGrp/PreparationDt02014-08-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PATRICIA A KATT
ReturnHeader/ReturnTs02014-08-14T11:24:52-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings