Civic Intelligence

Wizard Island Foundation

990PF • Fiscal year 2023 • EIN 35-2470384

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 07, 2024

PO Box 1471Houston, TX 77251

(713) 651-8800

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

87th percentile

44%

Higher net margin than 87% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

58th percentile

3.2%

Faster asset growth than 58% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

92nd percentile

152%

Faster revenue growth than 92% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$352,333

Up $10,951 (+3.2%) from 2022

Net Assets

Up

$352,333

Up $10,951 (+3.2%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Up

$25,119

Up $15,135 (+152%) from 2022

Expenses

Up

$14,168

Up $504 (+3.7%) from 2022

Net Income

Up

$10,951

Up $14,631 (+398%) from 2022

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

2023

Assets$352,333
Liabilities$0
Net Assets$352,333

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

2023

Revenue$25,119
Expenses$14,168
Net Income$10,951
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 7, 2024
Return Version
2023v5.1
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
PO BOX 1471, HOUSTON, TX 77251

Signing Officer

Name
Edward R Naumes
Title
Treasurer
Phone
7136518800
Signed
2024-10-07
Discuss with paid preparer
Yes

Preparer

Firm
Wendler Pllc
Address
820 GESSNER RD STE 650, HOUSTON, TX 77024
Preparer
Allen W Wendler
Phone
7133517100
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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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CONSERVE AND PROTECT LANDS AND WATERWAYS IN CENTRAL OREGON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2ENHANCE QUALITY OF PARK SYSTEMS AND ACCESSIBILITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3RELIGIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4ENHANCE NATIVE HABITATS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5ASSIST HOMELESS TEENS WHO ARE PREGNANT OR A PARENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6PROTECT CRITICAL HABITATS AND SCENIC LANDS IN THE MACKENZIE BASIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8YOUTH RECREATION AND SPORTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9MUSIC AND THEATRICAL ARTS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3FIRST CONGREGATIONAL CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4FRIENDS OF BUFORD PARK & MT PISGAH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5MAGDALENE HOME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6MCKENZIE RIVER TRUST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7OREGON HEALTH & SCIENCES UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8LAVA BEAR YOUTH SPORTS FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9JOHN G SHEDD INSTITUTE FOR ARTS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5CHARITABLE
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt019504
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FC COMMERICAL FUND I LP - OTHER EXPENSES
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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
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OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt15
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OtherIncomeSchedule2/OtherIncomeDetail/Desc0LTC REALTY PARTNERS II LP - ORDINARY INCOME
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OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0734
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ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0EDWARD R NAUMES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07136518800
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-07
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ReturnHeader/Filer/BusinessNameControlTxt0WIZA
ReturnHeader/Filer/EIN0352470384
ReturnHeader/Filer/PhoneNum07136518800
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077251
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0873838451
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WENDLER PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0820 GESSNER RD STE 650
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HOUSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077024
ReturnHeader/PreparerPersonGrp/PhoneNum07133517100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALLEN W WENDLER
ReturnHeader/ReturnTs02024-10-07T08:08:54-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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