Civic Intelligence

William M Wood Foundation

990PF • Fiscal year 2023 • EIN 38-3716011

Dec 01, 2022 to Nov 30, 2023 • Filed on Mar 29, 2024

Organization Profile
PO Box 653067Dallas, TX 75265-3067

(888) 866-3275

Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

Higher debt load relative to assets than 12% of similar nonprofits.

2023 filings • $50M-$100M nonprofits • Source year 2023

Liabilities / Revenue

11th percentile

0.00x

Higher debt load relative to revenue than 11% of similar nonprofits.

2023 filings • $50M-$100M nonprofits • Source year 2023

Net Margin

67th percentile

12%

Higher net margin than 67% of similar nonprofits.

2023 filings • $50M-$100M nonprofits • Source year 2023

Top Officer Pay

69th percentile

$419,377

Higher top officer pay than 69% of similar nonprofits.

Top officer pay equals 9.6% of source-year revenue.

2023 filings • $50M-$100M nonprofits • Source year 2023

Asset Growth

33rd percentile

0.9%

Faster asset growth than 33% of similar nonprofits.

2023 filings • $50M-$100M nonprofits • Annualized from 2022 to 2023

Revenue Growth

78th percentile

25%

Faster revenue growth than 78% of similar nonprofits.

2023 filings • $50M-$100M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets12th percentile

Assets

Up

$55,033,279

Up $492,433 (+0.9%) from 2022

Net Assets

Up

$55,033,279

Up $492,433 (+0.9%) from 2022

Liabilities

Flat

$1

Flat from 2022

Revenue And Expenses
Liabilities / Revenue11th percentileNet Margin67th percentile

Revenue

Up

$4,390,234

Up $874,579 (+25%) from 2022

Expenses

Down

$3,868,968

Down $532,951 (-12%) from 2022

Net Income

Up

$521,266

Up $1,407,530 (+159%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$60M$40M$20M$0Assets 2011: $14,636,172Liabilities 2011: $02011Assets 2012: $14,370,933Liabilities 2012: $02012Assets 2013: $32,008,835Liabilities 2013: $02013Assets 2014: $50,478,615Liabilities 2014: $02014Assets 2015: $49,301,464Liabilities 2015: $02015Assets 2019: $51,714,095Liabilities 2019: $02019Assets 2020: $51,223,117Liabilities 2020: $1Net Assets 2020: $51,223,1172020Assets 2021: $55,432,030Liabilities 2021: $1Net Assets 2021: $55,432,0302021Assets 2022: $54,540,846Liabilities 2022: $1Net Assets 2022: $54,540,8462022Assets 2023: $55,033,279Liabilities 2023: $1Net Assets 2023: $55,033,2792023Assets 2024: $52,811,955Liabilities 2024: $0Net Assets 2024: $52,811,9552024Assets 2025: $51,053,489Liabilities 2025: $0Net Assets 2025: $51,053,4892025

Highlighted filing

2023

Assets$55,033,279
Liabilities$1
Net Assets$55,033,279
Open 2023 Filing

Operations Trend

Revenue Growth78th percentile

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

$30M$20M$10M$0-$10MRevenue 2011: $1,114,727Expenses 2011: $712,588Net Income 2011: $402,1392011Revenue 2012: $552,224Expenses 2012: $817,467Net Income 2012: -$265,2432012Revenue 2013: $18,535,194Expenses 2013: $893,947Net Income 2013: $17,641,2472013Revenue 2014: $20,453,691Expenses 2014: $1,980,409Net Income 2014: $18,473,2822014Revenue 2015: $1,426,383Expenses 2015: $2,596,756Net Income 2015: -$1,170,3732015Revenue 2019: $4,032,032Expenses 2019: $3,361,607Net Income 2019: $670,4252019Revenue 2020: $2,807,079Expenses 2020: $3,300,049Net Income 2020: -$492,9702020Revenue 2021: $7,951,696Expenses 2021: $3,730,624Net Income 2021: $4,221,0722021Revenue 2022: $3,515,655Expenses 2022: $4,401,919Net Income 2022: -$886,2642022Revenue 2023: $4,390,234Expenses 2023: $3,868,968Net Income 2023: $521,2662023Revenue 2024: $1,768,508Expenses 2024: $4,059,267Net Income 2024: -$2,290,7592024Revenue 2025: $2,675,012Expenses 2025: $4,425,396Net Income 2025: -$1,750,3842025

Highlighted filing

2023

Revenue$4,390,234
Expenses$3,868,968
Net Income$521,266
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2022 to Nov 30, 2023
Signed
Mar 29, 2024
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay69th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BANK OF AMERICACo-Trustee-$419,377-$419,377
EDWARD M CONDIT JRCo-Trustee-$60,077-$60,077
FREDERICK A SPAULDINGCo-Trustee-$0--
Filing and Contact Details

Filer

Filer Name
William M Wood Foundation
EIN
38-3716011
Phone
8888663275
Address
PO BOX 653067, DALLAS, TX 75265-3067

Signing Officer

Name
Bank of America N a
Title
Managing Director
Phone
8888663275
Signed
2024-03-29
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CompensationExplanation/CompensationExplanationGrp/PersonNm0BANK OF AMERICA
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0SEE FOOTNOTE
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3100724F101 ADOBE INC SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3211135F101 BROADCOM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3370450Y103 PAYPAL HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3430303M102 META PLATFORMS INC C
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36464287499 ISHARES RUSSELL MIDC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3778464A870 SPDR S P BIOTECH
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53285512109 ELECTRONIC ARTS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5422822V101 CROWN CASTLE INC SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5529444U700 EQUINIX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5674340W103 PROLOGIS INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7343300A203 HILTON WORLDWIDE HOL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74883556102 THERMO FISHER SCIENT
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76009158106 AIR PRODUCTS&CHEM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77666807102 NORTHROP GRUMMAN COR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7875513E101 RTX CORP CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82110122108 BRISTOL-MYERS SQUIBB
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8300206R102 AT&T INC
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0676702
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IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02019-11-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12022-04-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22020-04-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32018-10-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42022-05-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52015-09-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62019-02-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72017-11-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82017-12-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92018-03-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102019-11-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112022-04-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122020-04-03

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$55,033,279
Liabilities
$1
Net assets
$55,033,279
Revenue
$4,390,234
Expenses
$3,868,968
Net income
$521,266
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$51.1$0.00$51.1$2.68$4.43$1.75
2024Detailed filing. Detailed filing data is available for this year.$52.8$0.00$52.8$1.77$4.06$2.29
2023Detailed filing. Detailed filing data is available for this year.$55.0$0.00$55.0$4.39$3.87$0.52
2022Detailed filing. Detailed filing data is available for this year.$54.5$0.00$54.5$3.52$4.40$0.89
2021Detailed filing. Detailed filing data is available for this year.$55.4$0.00$55.4$7.95$3.73$4.22
2020Detailed filing. Detailed filing data is available for this year.$51.2$0.00$51.2$2.81$3.30$0.49
2019Summary only. Only limited summary data is available for this year.$51.7$0.00$4.03$3.36$0.67
2015Summary only. Only limited summary data is available for this year.$49.3$0.00$1.43$2.60$1.17
2014Summary only. Only limited summary data is available for this year.$50.5$0.00$20.5$1.98$18.5
2013Summary only. Only limited summary data is available for this year.$32.0$0.00$18.5$0.89$17.6
2012Summary only. Only limited summary data is available for this year.$14.4$0.00$0.55$0.82$0.27
2011Summary only. Only limited summary data is available for this year.$14.6$0.00$1.11$0.71$0.40