Civic Intelligence

Wizard Island Foundation

990PF • Fiscal year 2019 • EIN 35-2470384

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 12, 2020

1801 Smith Street No 300Houston, TX 77002

(713) 651-8800

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

94th percentile

69%

Higher net margin than 94% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

64th percentile

9.2%

Faster asset growth than 64% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

33rd percentile

-11%

Faster revenue growth than 33% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$309,427

Up $25,944 (+9.2%) from 2018

Net Assets

Up

$309,427

Up $25,944 (+9.2%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Down

$37,867

Down $4,645 (-11%) from 2018

Expenses

Down

$11,923

Down $2,231 (-16%) from 2018

Net Income

Down

$25,944

Down $2,414 (-8.5%) from 2018

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2014: $185,917Liabilities 2014: $0Net Assets 2014: $185,9172014Assets 2015: $188,203Liabilities 2015: $0Net Assets 2015: $188,2032015Assets 2017: $255,125Liabilities 2017: $0Net Assets 2017: $255,1252017Assets 2018: $283,483Liabilities 2018: $0Net Assets 2018: $283,4832018Assets 2019: $309,427Liabilities 2019: $0Net Assets 2019: $309,4272019Assets 2020: $327,305Liabilities 2020: $0Net Assets 2020: $327,3052020Assets 2021: $345,062Liabilities 2021: $0Net Assets 2021: $345,0622021Assets 2022: $341,382Liabilities 2022: $0Net Assets 2022: $341,3822022Assets 2023: $352,333Liabilities 2023: $0Net Assets 2023: $352,3332023Assets 2024: $361,678Liabilities 2024: $0Net Assets 2024: $361,6782024

Highlighted filing

2019

Assets$309,427
Liabilities$0
Net Assets$309,427

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2014: $7,384Expenses 2014: $10,921Net Income 2014: -$3,5372014Revenue 2015: $13,564Expenses 2015: $11,278Net Income 2015: $2,2862015Revenue 2017: $50,010Expenses 2017: $11,412Net Income 2017: $38,5982017Revenue 2018: $42,512Expenses 2018: $14,154Net Income 2018: $28,3582018Revenue 2019: $37,867Expenses 2019: $11,923Net Income 2019: $25,9442019Revenue 2020: $30,560Expenses 2020: $12,682Net Income 2020: $17,8782020Revenue 2021: $29,017Expenses 2021: $11,260Net Income 2021: $17,7572021Revenue 2022: $9,984Expenses 2022: $13,664Net Income 2022: -$3,6802022Revenue 2023: $25,119Expenses 2023: $14,168Net Income 2023: $10,9512023Revenue 2024: $30,711Expenses 2024: $21,366Net Income 2024: $9,3452024

Highlighted filing

2019

Revenue$37,867
Expenses$11,923
Net Income$25,944
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 12, 2020
Return Version
2019v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHELE L NAUMESPresident & Director-$0--
NATASHA D LOVENESSVice President & Director-$0--
KATHRYN E NAUMESVice President & Director-$0--
EDWARD R NAUMESSec/Treas & Director-$0--
Filing and Contact Details

Filer

Filer Name
Wizard Island Foundation
EIN
35-2470384
Phone
7136518800
Address
1801 SMITH STREET NO 300, HOUSTON, TX 77002

Signing Officer

Name
Edward R Naumes
Title
Treasurer
Phone
7136518800
Signed
2020-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Compton & Wendler Pc
Address
909 FANNIN STREET SUITE 3275, HOUSTON, TX 77010-1011
Preparer
Allen W Wendler
Phone
7136595080
Raw XML Appendix377 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/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd077002
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TX
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum07136518800
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01400
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1800
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt32500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt45000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0RELIGIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2COLLECT AND PRESERVE ARTIFACTS AND LIBRARY MATERIALS ON THE HISTORY OF LANE COUNTY OREGON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3PROTECT, DEFEND, AND RESTORE PUBLIC LANDS AND WATERWAYS IN OREGON'S HIGH DESERT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4IMPROVING LIVES OF THOSE WITH PHYSICAL, MENTAL, AND EMOTIONAL CHALLENGES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0FIRST CONGREGATIONAL CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1EUGENE EDUCATION FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2LANE COUNTY HISTORICAL SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3OREGON NATURAL DESERT ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4INSPIRATION RANCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01050 E 23RD AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 1015
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2730 W 13TH AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt350 SW BOND STREET SUITE 4
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt433029 WRIGHT ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0EUGENE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1EUGENE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2EUGENE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3BEND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4MAGNOLIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd097405
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd197440
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd297402
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd397702
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd477355
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt010000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt010000
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt014091
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt02246
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01102
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0822
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0322
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt02246
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt010000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02246
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt01845
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0EDWARD R & MICHELE L NAUMES
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt02929 WESTHEIMER RD APT 505
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0HOUSTON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0TX
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd077098
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt025000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0LTC REALTY PARTNERS II LP - OTHER DEDUCTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0597
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0597
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt01325
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt194
OtherIncomeSchedule2/OtherIncomeDetail/Desc0LTC REALTY PARTNERS II LP - ORDINARY INCOME
OtherIncomeSchedule2/OtherIncomeDetail/Desc1LTC REALTY PARTNERS II LP - OTHER INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt01325
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt194
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01325
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt194
TaxesSchedule/TaxesDetail/Amt0452
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX PAYMENTS
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0452
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0EDWARD R NAUMES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07136518800
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WIZARD ISLAND FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WIZA
ReturnHeader/Filer/EIN0352470384
ReturnHeader/Filer/PhoneNum07136518800
ReturnHeader/Filer/USAddress/AddressLine1Txt01801 SMITH STREET NO 300
ReturnHeader/Filer/USAddress/CityNm0HOUSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077002
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId014AF54C8CCA87CDAE445731AC5913E877D235090
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId05C165BFFAEFF604E422A27714A0D08010A46A92B
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.213.51.46
ReturnHeader/FilingSecurityInformation/IPDt02020-11-12
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm011:27:29
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0760339066
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0COMPTON & WENDLER PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0909 FANNIN STREET SUITE 3275
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HOUSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0770101011
ReturnHeader/PreparerPersonGrp/PhoneNum07136595080
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALLEN W WENDLER
ReturnHeader/ReturnTs02020-11-12T11:27:37-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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