Civic Intelligence

The Henry Williams Scholarship Fund

EIN 33-0678042 • 501(c)3 • San Diego, CA

Profile

Henry williams scholarship is to provide awards to individuals who needs financial assistance to go to colleges and universities

PO Box 740938San Diego, CA 92105

n/A

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

35th percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2025

Net Margin

97th percentile

85%

Higher net margin than 97% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

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 2025

Asset Growth

49th percentile

2.8%

Faster asset growth than 49% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

7th percentile

-47%

Faster revenue growth than 7% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Assets

Up

$663,327

Up $18,119 (+2.8%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$663,327

Up $18,119 (+2.8%) from 2024

Revenue

Down

$18,757

Down $16,966 (-47%) from 2024

Expenses

Down

$2,839

Down $22,717 (-89%) from 2024

Net Income

Up

$15,918

Up $5,751 (+57%) from 2024

Trend Graphs

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2013: $782,732Liabilities 2013: $0Net Assets 2013: $782,7322013Assets 2014: $740,861Liabilities 2014: $0Net Assets 2014: $740,8612014Assets 2015: $710,695Liabilities 2015: $0Net Assets 2015: $710,6952015Assets 2016: $678,079Liabilities 2016: $0Net Assets 2016: $678,0792016Assets 2017: $666,226Liabilities 2017: $0Net Assets 2017: $666,2262017Assets 2018: $640,207Liabilities 2018: $0Net Assets 2018: $640,2072018Assets 2019: $625,005Liabilities 2019: $0Net Assets 2019: $625,0052019Assets 2020: $619,191Liabilities 2020: $0Net Assets 2020: $619,1912020Assets 2021: $616,078Liabilities 2021: $0Net Assets 2021: $616,0782021Assets 2022: $622,347Liabilities 2022: $0Net Assets 2022: $622,3472022Assets 2023: $634,012Liabilities 2023: $0Net Assets 2023: $634,0122023Assets 2024: $645,208Liabilities 2024: $0Net Assets 2024: $645,2082024Assets 2025: $663,327Liabilities 2025: $0Net Assets 2025: $663,3272025

Highlighted filing

2025

Assets$663,327
Liabilities$0
Net Assets$663,327

Operations Trend

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

$100K$50K$0-$50KExpenses 2013: $54,4832013Revenue 2014: $7,501Expenses 2014: $48,490Net Income 2014: -$40,9892014Revenue 2015: $10,744Expenses 2015: $40,910Net Income 2015: -$30,1662015Revenue 2016: $9,278Expenses 2016: $45,295Net Income 2016: -$36,0172016Revenue 2017: $20,081Expenses 2017: $26,022Net Income 2017: -$5,9412017Revenue 2018: $4,494Expenses 2018: $29,522Net Income 2018: -$25,0282018Revenue 2019: $9,073Expenses 2019: $28,129Net Income 2019: -$19,0562019Revenue 2020: $15,573Expenses 2020: $21,387Net Income 2020: -$5,8142020Revenue 2021: $5,390Expenses 2021: $2,307Net Income 2021: $3,0832021Revenue 2022: $20,110Expenses 2022: $3,177Net Income 2022: $16,9332022Revenue 2023: $6,576Expenses 2023: $2,227Net Income 2023: $4,3492023Revenue 2024: $35,723Expenses 2024: $25,556Net Income 2024: $10,1672024Revenue 2025: $18,757Expenses 2025: $2,839Net Income 2025: $15,9182025

Highlighted filing

2025

Revenue$18,757
Expenses$2,839
Net Income$15,918

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.63$0.00$6.63$0.19$0.03$0.16
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.45$0.00$6.45$0.36$0.26$0.10
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.34$0.00$6.34$0.07$0.02$0.04
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.22$0.00$6.22$0.20$0.03$0.17
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.16$0.00$6.16$0.05$0.02$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.19$0.00$6.19$0.16$0.21$0.06
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.25$0.00$6.25$0.09$0.28$0.19
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.40$0.00$6.40$0.04$0.30$0.25
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.66$0.00$6.66$0.20$0.26$0.06
2016Detailed filing. Detailed filing data is available for this year.$6.78$0.00$6.78$0.09$0.45$0.36
2015Detailed filing. Detailed filing data is available for this year.$7.11$0.00$7.11$0.11$0.41$0.30
2014Detailed filing. Detailed filing data is available for this year.$7.41$0.00$7.41$0.08$0.48$0.41
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.83$0.00$7.83$0.54
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Jul 31, 2025
Return Version
2024v5.2
Gross Receipts
$18,757
Mission and Program Overview

Mission

Henry williams scholarship is to provide awards to individuals who needs financial assistance to go to colleges and universities

The henry williams scholarship fund distributed to scholarship recipients to provide financial assistance to colleges and universities

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$546,181$560,275▲ $14,094
Savings and Temporary Cash Investments$99,027$103,052▲ $4,025
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$645,208$663,327▲ $18,119
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$645,208$663,327▲ $18,119
Total Net Assets Fund Balance$645,208$663,327▲ $18,119
Total Liabilities and Net Assets / Fund Balance$645,208$663,327▲ $18,119
Compensation and Service Providers

Board Members and Trustees

NameTitle
Mario BarnesPresident
Candace NashSecretary
Edward CarrollTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$18,757
Other Revenue
$0
Change in Net Assets
$15,918
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,839
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Service Investment Mgmnt Fees$1,941--$1,941
Fees for Services Other$625--$625
Office Expenses$273--$273
Total Functional Expenses$2,839$0$0$2,839
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
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
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
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, Section B, Line 11B

No review was or will be conducted.

Form 990, Part VI, Section C, Line 19

No documents available to the public.

Filing and Contact Details

Filer

Filer Name
The Henry Williams Scholarship Fund
EIN
33-0678042
Phone
6192652074
Address
PO Box 740938, San Diego, CA 92105

Signing Officer

Name
Edward Carroll
Title
Treasurer
Signed
2025-07-31
Discuss with paid preparer
Yes

Organization Details

Legal Domicile
CA
Voting Board Members
3
Independent Board Members
0
Employees
0

Preparer

Firm
Chang Winifreda & Co CPA Inc
Address
6650 Flanders Dr Suite L, San Diego, CA 92121
Preparer
Winifreda Chang
Phone
8584500082
Raw XML Appendix308 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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IRS990/USAddress/ZIPCd092105
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0EDWARD CARROLL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Henry Williams Scholarship Fund
ReturnHeader/Filer/BusinessNameControlTxt0HENR
ReturnHeader/Filer/EIN0330678042
ReturnHeader/Filer/PhoneNum06192652074
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 740938
ReturnHeader/Filer/USAddress/CityNm0San Diego
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092105
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0824400141
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CHANG WINIFREDA & CO CPA INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06650 Flanders Dr Suite L
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Diego
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092121
ReturnHeader/PreparerPersonGrp/PhoneNum08584500082
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Winifreda Chang
ReturnHeader/ReturnTs02025-07-31T11:44:11-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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