Civic Intelligence

Williamson County A&M Foundation Inc

990EZ • Fiscal year 2023 • EIN 20-8434724

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 13, 2024

Organization ProfileN/A
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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

68th percentile

15%

Higher net margin than 68% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

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.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

59th percentile

6.5%

Faster asset growth than 59% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

40th percentile

-3.7%

Faster revenue growth than 40% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$92,291

Up $5,643 (+6.5%) from 2022

Net Assets

Up

$92,291

Up $5,643 (+6.5%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin68th percentile

Revenue

Down

$37,572

Down $1,452 (-3.7%) from 2022

Expenses

Down

$31,930

Down $34,410 (-52%) from 2022

Net Income

Up

$5,642

Up $32,958 (+121%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

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

2023

Assets$92,291
Liabilities-
Net Assets$92,291
Open 2023 Filing

Operations Trend

Revenue Growth40th percentile

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

2023

Revenue$37,572
Expenses$31,930
Net Income$5,642
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 13, 2024
Return Version
2023v5.0
Gross Receipts
$50,937
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.$25,000$25,000
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID JOHNSONPresident-$0--
PATRICIA KATTVP Finance-$0--
KRISTINE WARRENSecretary-$0--
WILLIAM PECKHAMVP-Scholarsh-$0--
DARALD BERGERVP Fundraisi-$0--
DAVID SHELLPast Preside-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fish Fry$47,201$22,897$13,365$9,532
Total Events$47,201$22,897$13,365$9,532
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
2024-11-13
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 16

“Expenses bank charges 114 non-investment depreciation 5,639 total 5,753”

Form 990-ez, Part II, Line 24

“Prepaid expenses and deferred charges 850 1,750 40' storage container 0 3,500 less accumulated depreciation 0 3,500 3 cajun air fryers 0 2,139 less accumulated depreciation 0 2,139 total 850 1,750”

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.”

Raw XML Appendix178 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KRISTINE WARREN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3WILLIAM PECKHAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DARALD BERGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5DAVID SHELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP FINANCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP FUNDRAISI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5PAST PRESIDE
IRS990EZ/OperateHospitalInd0false
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IRS990EZ/OrganizationHadUBIInd0false
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IRS990EZ/OtherAssetsTotalDetail/EOYAmt01750
IRS990EZ/OtherExpensesTotalAmt05753
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 ENGAGED. FORMER STUDENTS AND FRIENDS OF TEXAS A & M UNIVERISTY PROVIDE ALL EFFORTS FOR FUND RAISING EVENTS ON A VOLUNTEER BASIS.
IRS990EZ/PrintingPublicationsPostageAmt0177
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.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt025000
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IRS990EZ/SpecialEventsNetIncomeLossAmt09532
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TransactionWithControlEntInd0false
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
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IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearAmt08532
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IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.96800
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0122998
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FISH FRY
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt047201
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt013365
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES BANK CHARGES 114 NON-INVESTMENT DEPRECIATION 5,639 TOTAL 5,753
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PREPAID EXPENSES AND DEFERRED CHARGES 850 1,750 40' STORAGE CONTAINER 0 3,500 LESS ACCUMULATED DEPRECIATION 0 3,500 3 CAJUN AIR FRYERS 0 2,139 LESS ACCUMULATED DEPRECIATION 0 2,139 TOTAL 850 1,750
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE 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 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PATRICIA KATT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP FINANCE
ReturnHeader/BusinessOfficerGrp/PhoneNum05128182991
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILLIAMSON COUNTY A&M FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0INC
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0208434724
ReturnHeader/Filer/PhoneNum05128182991
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1164
ReturnHeader/Filer/USAddress/CityNm0GEORGETOWN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd0786271164
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
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
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0786281371
ReturnHeader/PreparerPersonGrp/PhoneNum05128635720
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN F LEWIS II
ReturnHeader/ReturnTs02024-11-13T12:40:52-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$92,291
Liabilities
-
Net assets
$92,291
Revenue
$37,572
Expenses
$31,930
Net income
$5,642
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.25$1.25$0.48$0.15$0.33
2023Detailed filing. Detailed filing data is available for this year.$0.92$0.92$0.38$0.32$0.06
2022Detailed filing. Detailed filing data is available for this year.$0.87$0.87$0.39$0.66$0.27
2021Detailed filing. Detailed filing data is available for this year.$1.14$1.14$0.39$1.55$1.17
2020Detailed filing. Detailed filing data is available for this year.$2.31$0.00$2.31$1.23$0.29$0.94
2019Detailed filing. Detailed filing data is available for this year.$1.39$0.03$1.36$0.60$1.12$0.51
2018Detailed filing. Detailed filing data is available for this year.$1.96$0.09$1.87$0.80$0.25$0.55
2017Summary only. Only limited summary data is available for this year.$1.50$0.18$0.64$0.37$0.27
2016Detailed filing. Detailed filing data is available for this year.$1.23$0.18$1.05$0.54$0.38$0.16
2015Detailed filing. Detailed filing data is available for this year.$1.07$0.18$0.89$0.56$0.38$0.18
2014Detailed filing. Detailed filing data is available for this year.$0.95$0.24$0.71$0.41$0.39$0.02
2013Detailed filing. Detailed filing data is available for this year.$1.01$0.33$0.69$0.44$0.39$0.05