Civic Intelligence

The David and Willa Grace Wynne Foundation

990PF • Fiscal year 2018 • EIN 30-0363741

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 14, 2019

1415 Louisiana St Ste 3900Houston, TX 77002

(713) 227-8835

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

3rd percentile

-201%

Higher net margin than 3% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

19th percentile

-6.4%

Faster asset growth than 19% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

5th percentile

-55%

Faster revenue growth than 5% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Assets

Down

$3,252,161

Down $223,335 (-6.4%) from 2017

Net Assets

Down

$3,252,161

Down $223,335 (-6.4%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Down

$108,614

Down $131,815 (-55%) from 2017

Expenses

Down

$326,705

Down $25,387 (-7.2%) from 2017

Net Income

Down

-$218,091

Down $106,428 (-95%) from 2017

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2013: $2,722,324Liabilities 2013: $0Net Assets 2013: $2,722,3242013Assets 2014: $2,793,900Liabilities 2014: $0Net Assets 2014: $2,793,9002014Assets 2015: $3,305,305Liabilities 2015: $0Net Assets 2015: $3,305,3052015Assets 2016: $3,583,984Liabilities 2016: $0Net Assets 2016: $3,583,9842016Assets 2017: $3,475,496Liabilities 2017: $0Net Assets 2017: $3,475,4962017Assets 2018: $3,252,161Liabilities 2018: $0Net Assets 2018: $3,252,1612018Assets 2019: $4,315,155Liabilities 2019: $0Net Assets 2019: $4,315,1552019Assets 2020: $4,343,508Liabilities 2020: $0Net Assets 2020: $4,343,5082020Assets 2021: $4,896,411Liabilities 2021: $0Net Assets 2021: $4,896,4112021Assets 2022: $4,252,477Liabilities 2022: $0Net Assets 2022: $4,252,4772022Assets 2023: $4,425,880Liabilities 2023: $446,702Net Assets 2023: $3,979,1782023Assets 2024: $4,992,423Liabilities 2024: $468,158Net Assets 2024: $4,524,2652024

Highlighted filing

2018

Assets$3,252,161
Liabilities$0
Net Assets$3,252,161

Operations Trend

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

$1.5M$1.0M$500K$0-$500K-$1.0MRevenue 2013: $204,426Expenses 2013: $191,391Net Income 2013: $13,0352013Revenue 2014: $290,714Expenses 2014: $219,914Net Income 2014: $70,8002014Revenue 2015: $683,688Expenses 2015: $171,716Net Income 2015: $511,9722015Revenue 2016: $527,858Expenses 2016: $249,068Net Income 2016: $278,7902016Revenue 2017: $240,429Expenses 2017: $352,092Net Income 2017: -$111,6632017Revenue 2018: $108,614Expenses 2018: $326,705Net Income 2018: -$218,0912018Revenue 2019: $1,229,716Expenses 2019: $166,722Net Income 2019: $1,062,9942019Revenue 2020: $390,651Expenses 2020: $362,298Net Income 2020: $28,3532020Revenue 2021: $936,281Expenses 2021: $383,378Net Income 2021: $552,9032021Revenue 2022: -$313,860Expenses 2022: $330,074Net Income 2022: -$643,9342022Revenue 2023: $189,391Expenses 2023: $462,690Net Income 2023: -$273,2992023Revenue 2024: $903,467Expenses 2024: $358,380Net Income 2024: $545,0872024

Highlighted filing

2018

Revenue$108,614
Expenses$326,705
Net Income-$218,091
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 14, 2019
Return Version
2018v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KENNETH R WYNNETrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantREFORMED THEOLOGICAL SEMINARYHELP ORGANIZATION FULFILL PURPOSEEXEMPT ORGJACKSON, MS, US$150,000
Paid GrantCHRIST EVANGELICAL PRESBYTERIANHELP ORGANIZATION FULFILL PURPOSEEXEMPT ORGHOUSTON, TX, US$82,700
Paid GrantSHAD WILLIAMS EVANGELISTICHELP ORGANIZATION FULFILL PURPOSEEXEMPT ORGADAMSVILLE, TN, US$31,408
Paid GrantHOUSTON METHODIST HOSPITAL FOUNDATIHELP ORGANIZATION FULFILL PURPOSEEXEMPT ORGHOUSTON, TX, US$30,000
Paid GrantMONTREAT COLLEGEHELP ORGANIZATION FULFILL PURPOSEEXEMPT ORGMONTREAT, NC, US$27,100
Paid GrantTHE FORGE FOR FAMILIESHELP ORGANIZATION FULFILL PURPOSEEXEMPT ORGHOUSTON, TX, US$3,000
Paid GrantLIVE ACTIONHELP ORGANIZATION FULFILL PURPOSEEXEMPT ORGARLINGTON, VA, US$1,000
Paid GrantTHERAPY PET PALS OF TEXASHELP ORGANIZATION FULFILL PURPOSEEXEMPT ORGAUSTIN, TX, US$1,000
Filing and Contact Details

Filer

Filer Name
The David & Willa Grace Wynne
EIN
30-0363741
Phone
7132278835
Address
1415 LOUISIANA ST STE 3900, HOUSTON, TX 77002

Signing Officer

Name
Kenneth R Wynne
Title
Trustee
Phone
7132278835
Signed
2019-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Carbone & Allison Llp
Address
2651 PEARLAND PARKWAY STE 102, PEARLAND, TX 77581-5349
Preparer
Anthony D Carbone CPA
Phone
2819976699
Raw XML Appendix346 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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IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1SOFTWARE FEES
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ReturnHeader/BusinessOfficerGrp/PersonNm0KENNETH R WYNNE
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ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE DAVID & WILLA GRACE WYNNE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
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ReturnHeader/Filer/USAddress/AddressLine1Txt01415 LOUISIANA ST STE 3900
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ReturnHeader/FilingSecurityInformation/IPTm016:45:30
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CARBONE & ALLISON LLP
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ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANTHONY D CARBONE CPA
ReturnHeader/ReturnTs02019-11-14T16:45:30-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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