Civic Intelligence

Inken & Les Willis Foundation Tr

990PF • Fiscal year 2021 • EIN 37-6404173

Jan 01, 2021 to Dec 31, 2021 • Filed on May 04, 2022

724 West Oak Estates DriveSan Antonio, TX 78260

(210) 735-6181

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

Higher debt load relative to assets than 31% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

32nd percentile

0.00x

Higher debt load relative to revenue than 32% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

21st percentile

-5.9%

Higher net margin than 21% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

26th percentile

-0.3%

Faster asset growth than 26% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

25th percentile

-5.4%

Faster revenue growth than 25% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Assets

Down

$1,821,495

Down $6,251 (-0.3%) from 2020

Net Assets

Down

$1,821,495

Down $6,251 (-0.3%) from 2020

Liabilities

Flat

$1

Flat from 2020

Revenue

Down

$106,387

Down $6,099 (-5.4%) from 2020

Expenses

Up

$112,638

Up $97,042 (+622%) from 2020

Net Income

Down

-$6,251

Down $103,141 (-106%) from 2020

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $30,795Liabilities 2011: $02011Assets 2012: $31,660Liabilities 2012: $02012Assets 2013: $31,445Liabilities 2013: $02013Assets 2014: $30,776Liabilities 2014: $1Net Assets 2014: $30,7762014Assets 2015: $30,995Liabilities 2015: $1Net Assets 2015: $30,9952015Assets 2016: $30,743Liabilities 2016: $0Net Assets 2016: $30,7432016Assets 2017: $32,098Liabilities 2017: $0Net Assets 2017: $32,0982017Assets 2018: $32,722Liabilities 2018: $0Net Assets 2018: $32,7222018Assets 2019: $33,278Liabilities 2019: $1Net Assets 2019: $1,806,4802019Assets 2020: $1,827,746Liabilities 2020: $1Net Assets 2020: $1,827,7462020Assets 2021: $1,821,495Liabilities 2021: $1Net Assets 2021: $1,821,4952021Assets 2022: $1,763,956Liabilities 2022: $1Net Assets 2022: $1,763,9562022Assets 2023: $1,709,312Liabilities 2023: $12023Assets 2024: $1,675,312Liabilities 2024: $40,047Net Assets 2024: $1,635,2652024

Highlighted filing

2021

Assets$1,821,495
Liabilities$1
Net Assets$1,821,495

Operations Trend

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

$150K$100K$50K$0-$50K-$100KRevenue 2011: $1,210Expenses 2011: $1,035Net Income 2011: $1752011Revenue 2012: $902Expenses 2012: $37Net Income 2012: $8652012Revenue 2013: $1,814Expenses 2013: $2,029Net Income 2013: -$2152013Revenue 2014: $2,357Expenses 2014: $3,026Net Income 2014: -$6692014Revenue 2015: $1,755Expenses 2015: $1,536Net Income 2015: $2192015Revenue 2016: $1,271Expenses 2016: $1,523Net Income 2016: -$2522016Revenue 2017: $2,879Expenses 2017: $1,524Net Income 2017: $1,3552017Revenue 2018: $2,195Expenses 2018: $1,571Net Income 2018: $6242018Revenue 2019: $2,118Expenses 2019: $1,562Net Income 2019: $5562019Revenue 2020: $112,486Expenses 2020: $15,596Net Income 2020: $96,8902020Revenue 2021: $106,387Expenses 2021: $112,638Net Income 2021: -$6,2512021Revenue 2022: $65,627Expenses 2022: $123,166Net Income 2022: -$57,5392022Revenue 2023: $56,776Expenses 2023: $111,420Net Income 2023: -$54,6442023Revenue 2024: $77,825Expenses 2024: $114,697Net Income 2024: -$36,8722024

Highlighted filing

2021

Revenue$106,387
Expenses$112,638
Net Income-$6,251
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 4, 2022
Return Version
2021v4.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LESLIE E WILLIS IIITrustee-$0--
KEVIN MARK WILLISBoard Of Managers-$0--
MITCH MCMANUSBoard Of Managers-$0--
Filing and Contact Details

Filer

Filer Name
Inken & Les Willis Foundation
EIN
37-6404173
Phone
2107356181
Address
724 WEST OAK ESTATES DRIVE, SAN ANTONIO, TX 78260

Signing Officer

Name
Leslie E Willis Iii
Title
Trustee
Phone
2107356181
Signed
2022-05-04
Discuss with paid preparer
Yes

Preparer

Firm
Lange Poteet & Co Llp
Address
P O BOX 12199, SAN ANTONIO, TX 78212
Preparer
J Kevin Robison
Phone
2107356181
Raw XML Appendix358 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0LESLIE E WILLIS III
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1KEVIN MARK WILLIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2MITCH MCMANUS
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IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0LESLIE E WILLIS III
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IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TX
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum02107356181
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0N/A-NONE
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/AllOtherProgramRltdInvstTotAmt00
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A-NONE
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0LESLIE E WILLIS III
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum02107356181
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0724 WEST OAK ESTATES
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0SAN ANTONIO
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd078260
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt050000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt122500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt211250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt311250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO ASSIST NEEDY FAMILIES WITH BASIC LIVING AND EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1TO ASSIST NEEDY FAMILIES WITH BASIC LIVING AND EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2TO ASSIST NEEDY FAMILIES WITH BASIC LIVING AND EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3TO ASSIST NEEDY FAMILIES WITH BASIC LIVING AND EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CHILD ADVOCATES SAN ANTONIO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1MARBLE FALLS EDUCATION FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2CROSSROADS CHRISTIAN SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3CHILDREN'S BEREAVEMENT CENTER OF SOUTH TEXAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0406 SAN PEDRO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11800 COLT CIRCLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2105 W STAYTON AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3205 W OLMOS DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SAN ANTONIO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1MARBLE FALLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2VICTORIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3SAN ANTONIO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd078212
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd178654
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd277901
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd378212
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt095000
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/AppliedToCurrentYearAmt010868
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt084132
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0105098
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt095000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt094230
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt084132
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BROKERAGE FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt015819
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt015819
TaxesSchedule/TaxesDetail/Amt01343
TaxesSchedule/TaxesDetail/Amt1476
TaxesSchedule/TaxesDetail/CategoryTxt0TAX ON INVESTMENT INCOME
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1476
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LESLIE E WILLIS III
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02107356181
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0INKEN & LES WILLIS FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0LESLIE E WILLIS III TRUSTEE
ReturnHeader/Filer/BusinessNameControlTxt0INKE
ReturnHeader/Filer/EIN0376404173
ReturnHeader/Filer/PhoneNum02107356181
ReturnHeader/Filer/USAddress/AddressLine1Txt0724 WEST OAK ESTATES DRIVE
ReturnHeader/Filer/USAddress/CityNm0SAN ANTONIO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078260
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0742730109
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LANGE POTEET & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0P O BOX 12199
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN ANTONIO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd078212
ReturnHeader/PreparerPersonGrp/PhoneNum02107356181
ReturnHeader/PreparerPersonGrp/PreparationDt02022-05-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0J KEVIN ROBISON
ReturnHeader/ReturnTs02022-05-06T11:06:38-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LESLIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WILLIS III
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.68$0.04$1.64$0.08$0.11$0.04
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.71$0.00$0.06$0.11$0.05
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.76$0.00$1.76$0.07$0.12$0.06
2021Detailed filing. Detailed filing data is available for this year.$1.82$0.00$1.82$0.11$0.11$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.83$0.00$1.83$0.11$0.02$0.10
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.03$0.00$1.81$0.00$0.00$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$0.00$0.00$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$0.00$0.00$0.00
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.03$0.00$0.03$0.00$0.00$0.00
2015Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$0.03$0.00$0.03$0.00$0.00$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$0.00$0.00$0.00
2013Summary only. Only limited summary data is available for this year.$0.03$0.00$0.00$0.00$0.00
2012Summary only. Only limited summary data is available for this year.$0.03$0.00$0.00$0.00$0.00
2011Summary only. Only limited summary data is available for this year.$0.03$0.00$0.00$0.00$0.00