Civic Intelligence

Williamson County A&M Foundation Inc

990EZ • Fiscal year 2022 • EIN 20-8434724

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 14, 2023

PO Box 1164Georgetown, TX 78627-1164

(512) 818-2991

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2022

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2022

Net Margin

8th percentile

-70%

Higher net margin than 8% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

19th percentile

-24%

Faster asset growth than 19% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

42nd percentile

1.0%

Faster revenue growth than 42% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Down

$86,648

Down $27,317 (-24%) from 2021

Net Assets

Down

$86,648

Down $27,317 (-24%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$39,024

Up $403 (+1.0%) from 2021

Expenses

Down

$66,340

Down $88,918 (-57%) from 2021

Net Income

Up

-$27,316

Up $89,321 (+77%) from 2021

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

2022

Assets$86,648
Liabilities-
Net Assets$86,648

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

2022

Revenue$39,024
Expenses$66,340
Net Income-$27,316
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 14, 2023
Return Version
2022v5.0
Gross Receipts
$42,384
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.

Program Services

DescriptionGrantsExpenses
THE PRIMARY EXEMPT PURPOSE OF THIS FOUNDATION IS TO PROVIDE SCHOLARSHIPS TO STUDENTS OF WILLIAMSON COUNTY, TEXAS HIGH SCHOOLS WHO PLAN TO ATTEND TEXAS A & M UNIVERTIY IN COLLEGE STATION, TEXAS.$65,750$65,750
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID JOHNSONPresident-$0--
PATRICIA KATTVP Finance-$0--
KRISTINE WARRENSecretary-$0--
WILLIAM PECKHAMVP-Scholarsh-$0--
Filing and Contact Details

Filer

Filer Name
Williamson County A&m Foundation
EIN
20-8434724
Phone
5128182991
Address
PO BOX 1164, GEORGETOWN, TX 78627-1164

Signing Officer

Name
Patricia Katt
Title
VP Finance
Phone
5128182991
Signed
2023-11-14
Discuss with paid preparer
Yes

Preparer

Firm
John F Lewis Pc
Address
3613 WILLIAMS DRIVE STE 501, GEORGETOWN, TX 78628-1371
Preparer
John F Lewis Ii
Phone
5128635720
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

Name: texas a&m foundation address: 401 george bush dr college station, tx 77849-2811 cash contribution: 65,750

Form 990-ez, Part I, Line 16

Expenses bank charges 331 postage 156 adversiting 103 total 590

Form 990-ez, Part II, Line 24

Prepaid expenses and deferred charges 850 850 total 850 850

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 engaged. Former students and friends of texas a & m univeristy provide all efforts for fund raising events on a volunteer basis.

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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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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 ENGAGED. FORMER STUDENTS AND FRIENDS OF TEXAS A & M UNIVERISTY PROVIDE ALL EFFORTS FOR FUND RAISING EVENTS ON A VOLUNTEER BASIS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE PRIMARY EXEMPT PURPOSE OF THIS FOUNDATION IS TO PROVIDE SCHOLARSHIPS TO STUDENTS OF WILLIAMSON COUNTY, TEXAS HIGH SCHOOLS WHO PLAN TO ATTEND TEXAS A & M UNIVERTIY IN COLLEGE STATION, TEXAS.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NAME: TEXAS A&M FOUNDATION ADDRESS: 401 GEORGE BUSH DR COLLEGE STATION, TX 77849-2811 CASH CONTRIBUTION: 65,750
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES BANK CHARGES 331 POSTAGE 156 ADVERSITING 103 TOTAL 590
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PREPAID EXPENSES AND DEFERRED CHARGES 850 850 TOTAL 850 850
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE 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.
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 III
ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0PATRICIA KATT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP FINANCE
ReturnHeader/BusinessOfficerGrp/PhoneNum05128182991
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILLIAMSON COUNTY A&M FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0INC
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0208434724
ReturnHeader/Filer/PhoneNum05128182991
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd0786271164
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0742594500
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JOHN F LEWIS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03613 WILLIAMS DRIVE STE 501
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GEORGETOWN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
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ReturnHeader/PreparerPersonGrp/PhoneNum05128635720
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN F LEWIS II
ReturnHeader/ReturnTs02023-11-14T16:33:39-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PATRICIA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KATT
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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