Civic Intelligence

Vision Source Foundation

EIN 26-1307693 • 501(c)3 • Kingwood, TX

Profile

Help optometrists and their family members that have been impacted by catastrophic events such as hurricane, tornado, flood, wildfire, etc. Or from health related events such as death, cancer, stroke, etc.

23824 Highway 59 NorthKingwood, TX 77339

n/A

Siviq Scores

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

Liabilities / Assets

51st percentile

0.02x

Higher debt load relative to assets than 51% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

57th percentile

0.03x

Higher debt load relative to revenue than 57% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

23rd percentile

-10%

Higher net margin than 23% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

28th percentile

-5.1%

Faster asset growth than 28% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

85th percentile

64%

Faster revenue growth than 85% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Down

$511,862

Down $27,701 (-5.1%) from 2023

Liabilities

Up

$9,186

Up $5,000 (+119%) from 2023

Net Assets

Down

$502,676

Down $32,701 (-6.1%) from 2023

Revenue

Up

$313,072

Up $122,063 (+64%) from 2023

Expenses

Up

$345,773

Up $184,762 (+115%) from 2023

Net Income

Down

-$32,701

Down $62,699 (-209%) from 2023

Trend Graphs

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2019: $600,737Liabilities 2019: $0Net Assets 2019: $600,7372019Assets 2020: $420,070Liabilities 2020: $4,186Net Assets 2020: $415,8842020Assets 2021: $505,599Liabilities 2021: $4,186Net Assets 2021: $501,4132021Assets 2022: $509,565Liabilities 2022: $4,186Net Assets 2022: $505,3792022Assets 2023: $539,563Liabilities 2023: $4,186Net Assets 2023: $535,3772023Assets 2024: $511,862Liabilities 2024: $9,186Net Assets 2024: $502,6762024

Highlighted filing

2024

Assets$511,862
Liabilities$9,186
Net Assets$502,676

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$200K$0-$200KRevenue 2019: $221,521Expenses 2019: $164,993Net Income 2019: $56,5282019Revenue 2020: $131,654Expenses 2020: $316,507Net Income 2020: -$184,8532020Revenue 2021: $307,624Expenses 2021: $222,095Net Income 2021: $85,5292021Revenue 2022: $183,760Expenses 2022: $198,494Net Income 2022: -$14,7342022Revenue 2023: $191,009Expenses 2023: $161,011Net Income 2023: $29,9982023Revenue 2024: $313,072Expenses 2024: $345,773Net Income 2024: -$32,7012024

Highlighted filing

2024

Revenue$313,072
Expenses$345,773
Net Income-$32,701

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 11, 2025
Return Version
2024v5.1
Gross Receipts
$492,714
Mission and Program Overview

Mission

Help optometrists and their family members who have been impacted by catastrophic events such as hurricane, tornado, flood, wildfire, etc. Or from health related events such as death, cancer, stroke, etc.

Help optometrists and their family members who have been impacted by catastrophic events or from health related events.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$539,563$511,862▼ $27,701
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0--
Investments Program Related$0--
Land, Buildings, and Equipment, Net$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$539,563$511,862▼ $27,701
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$4,186$9,186▲ $5,000
Total Liabilities$4,186$9,186▲ $5,000
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$535,377$502,676▼ $32,701
Total Net Assets Fund Balance$535,377$502,676▼ $32,701
Total Liabilities and Net Assets / Fund Balance$539,563$511,862▼ $27,701
Compensation and Service Providers

Board Members and Trustees

NameTitle
John a Mccall JrPresident
Amanda LeeDirector
Brett HagenDirector
Dave MolineDirector
Melissa TadaDirector
Michael RaiesDirector
Donna MikuleckyCFO
Amanda GreenSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$361,416
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$-48,344
All Other Contributions
$361,416
Change in Net Assets
$-32,701

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Drugs and Medical Supplies9$176,642Market value
Other Non Cash Contri Table1$3,000Market value
Total Noncash Contributions10$179,642-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$338,500
Other Expenses$7,273
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$338,500--$338,500
Office Expenses-$6,958-$6,958
Fees for Services Accounting-$315-$315
Total Functional Expenses$338,500$7,273$0$345,773
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
Yes
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Gaming Direct Expenses$179,642
Gaming Gross Income$131,298
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal Income Taxes$9,186
Other Liabilities-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B Review of form 990 by governing body

The organization engages an outside accounting firm to prepare form 990. Once prepared, the form is reviewed internally by the controller. The final version is then provided to the board for review prior to approval and filing.

Form 990, Part VI, Line 19 Required documents available to the public

The organization makes its governing documents and financial statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Vision Source Foundation
EIN
26-1307693
Phone
2813121111
Address
23824 Highway 59 North, Kingwood, TX 77339

Signing Officer

Name
Jake Vernier
Title
Treasurer
Signed
2025-11-11
Discuss with paid preparer
Yes

Organization Details

Formed
2007
Legal Domicile
TX
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
11

Preparer

Firm
Forvis Mazars LLP
Address
2700 Post Oak Blvd Ste 1500, Houston, TX 77056
Preparer
Amanda Maya
Phone
7134994600
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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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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Federal Income Taxes
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Other Liabilities
IRS990ScheduleD/TotalLiabilityAmt09186
IRS990ScheduleG/CharitableDistributionRqrInd0false
IRS990ScheduleG/CntrctWith3rdPrtyForGameRevInd0false
IRS990ScheduleG/ExplanationIfNoTxt0TEXAS DOES NOT REQUIRE A QUALIFIED ORGANIZATION THAT IS EXEMPT FROM INCOME UNDER SECTION 501(C)(3) OF THE REVENUE CODE TO REGISTER. UNDER CHARITABLE ENABLING ACT EFFECTIVE JANUARY 1990, QUALIFIED ORGANIZATION ARE PERMITTED TO HOLD UP TO 4 RAFFLES PER YEAR.
IRS990ScheduleG/GamingInformationGrp/GrossRevenueOtherGamingAmt0131298
IRS990ScheduleG/GamingInformationGrp/GrossRevenueTotalGamingAmt0131298
IRS990ScheduleG/GamingInformationGrp/NonCashPrizesOtherGamingAmt0179642
IRS990ScheduleG/GamingInformationGrp/NonCashPrizesTotalGamingAmt0179642
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborBingoPct00
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingInd0true
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingPct01.0
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborPullTabsPct00
IRS990ScheduleG/GamingManagerBusinessName/BusinessNameLine1Txt0Jake Vernier
IRS990ScheduleG/GamingManagerCompensationAmt00
IRS990ScheduleG/GamingManagerIsEmployeeInd0X
IRS990ScheduleG/GamingManagerServicesProvTxt0MANAGES THE RAFFLE DURING THE EXCHANGE MEETING
IRS990ScheduleG/GamingOtherFacilityPct00.0
IRS990ScheduleG/GamingOwnFacilityPct01.0
IRS990ScheduleG/GamingWithNonmembersInd0true
IRS990ScheduleG/IndividualWithBooksNm0Jake Vernier
IRS990ScheduleG/LicensedInd0false
IRS990ScheduleG/LicenseSuspendedEtcInd0false
IRS990ScheduleG/MemberOfOtherEntityInd0false
IRS990ScheduleG/PersonsWithBooksUSAddress/AddressLine1Txt023824 Highway 59 N
IRS990ScheduleG/PersonsWithBooksUSAddress/CityNm0Kingwood
IRS990ScheduleG/PersonsWithBooksUSAddress/StateAbbreviationCd0TX
IRS990ScheduleG/PersonsWithBooksUSAddress/ZIPCd077339
IRS990ScheduleG/StatesWhereGamingConductedCd0TX
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt020000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt1195500
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt2123000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Death
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1Disaster
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt2Illness
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt02
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt136
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt29
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION USES THE FOLLOWING CRITERIA TO DETERMINE THE ELIGIBILITY OF THE GRANT RECIPIENTS: 1. DEATH OF AN OPTOMETRIST OR IMMEDIATE FAMILY MEMBER: $2,500-$10,000 2. CANCER OF AN OPTOMETRIST OR IMMEDIATE FAMILY MEMBER: $2,500-$10,000 3. LOSS OF WORK DUE TO SOME ISSUES LONGER THAN 2 WEEKS: $2,500-$10,000
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule I, Part I, Line 2
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd0false
IRS990ScheduleM/DrugsAndMedicalSuppliesGrp/ContributionCnt09
IRS990ScheduleM/DrugsAndMedicalSuppliesGrp/MethodOfDeterminingRevenuesTxt0Market value
IRS990ScheduleM/DrugsAndMedicalSuppliesGrp/NoncashContributionsRptF990Amt0176642
IRS990ScheduleM/Form8283ReceivedCnt00
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt01
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc0Plane Ticket
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt0Market value
IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd0X
IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt03000
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd0false
IRS990ScheduleM/SupplementalInformationDetail/ExplanationTxt0THE INFORMATION REPORTED IN COLUMN B REPRESENTS THE NUMBER OF RAFFLE ITEM CONTRIBUTIONS RECEIVED.
IRS990ScheduleM/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule M, Part I Column (B)
IRS990ScheduleM/ThirdPartiesUsedInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION ENGAGES AN OUTSIDE ACCOUNTING FIRM TO PREPARE FORM 990. ONCE PREPARED, THE FORM IS REVIEWED INTERNALLY BY THE CONTROLLER. THE FINAL VERSION IS THEN PROVIDED TO THE BOARD FOR REVIEW PRIOR TO APPROVAL AND FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b Review of form 990 by governing body
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19 Required documents available to the public
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0539563
IRS990/TotalAssetsEOYAmt0511862
IRS990/TotalAssetsGrp/BOYAmt0539563
IRS990/TotalAssetsGrp/EOYAmt0511862
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0361416
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt07273
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0338500
IRS990/TotalFunctionalExpensesGrp/TotalAmt0345773
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt04186
IRS990/TotalLiabilitiesEOYAmt09186
IRS990/TotalLiabilitiesGrp/BOYAmt04186
IRS990/TotalLiabilitiesGrp/EOYAmt09186
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0535377
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0502676
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOthProgramServiceRevGrp/ExclusionAmt00
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt00
IRS990/TotalOthProgramServiceRevGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalProgramServiceExpensesAmt0338500
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0-48344
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0313072
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt011
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0539563
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0511862
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt023824 HIGHWAY 59 NORTH
IRS990/USAddress/CityNm0KINGWOOD
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd077339
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0N/A

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