Civic Intelligence

Willbern Heritage Scholarship Foundation

EIN 46-1834275 • 501(c)3 • Bellaire, TX

Profile

Providing graduating high school students with $3,000 college scholarships

PO Box 1048Bellaire, TX 77402

www.willbernscholarship.org

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

82nd percentile

31%

Higher net margin than 82% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

72nd percentile

14%

Faster asset growth than 72% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

68th percentile

15%

Faster revenue growth than 68% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$235,226

Up $28,568 (+14%) from 2024

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

Up

$235,226

Up $28,568 (+14%) from 2024

Operations
Liabilities / Revenue61st percentileNet Margin82nd percentile

Revenue

Up

$91,103

Up $12,013 (+15%) from 2024

Expenses

Up

$62,535

Up $25,802 (+70%) from 2024

Net Income

Down

$28,568

Down $13,789 (-33%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth72nd percentile

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

$300K$200K$100K$0Assets 2013: $50,579Liabilities 2013: $02013Assets 2024: $206,658Net Assets 2024: $206,6582024Assets 2025: $235,226Liabilities 2025: $0Net Assets 2025: $235,2262025

Highlighted filing

2025

Assets$235,226
Liabilities$0
Net Assets$235,226
Open 2025 Filing

Operations Trend

Revenue Growth68th percentile

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

$100K$50K$0Revenue 2013: $53,684Expenses 2013: $3,105Net Income 2013: $50,5792013Revenue 2024: $79,090Expenses 2024: $36,733Net Income 2024: $42,3572024Revenue 2025: $91,103Expenses 2025: $62,535Net Income 2025: $28,5682025

Highlighted filing

2025

Revenue$91,103
Expenses$62,535
Net Income$28,568
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$235,226
Liabilities
$0
Net assets
$235,226
Revenue
$91,103
Expenses
$62,535
Net income
$28,568
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.35$0.00$2.35$0.91$0.63$0.29
2024Detailed filing. Detailed filing data is available for this year.$2.07$2.07$0.79$0.37$0.42
2013Summary only. Only limited summary data is available for this year.$0.51$0.00$0.54$0.03$0.51
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Jan 29, 2026
Return Version
2024v5.0
Gross Receipts
$91,103
Mission and Program Overview

Mission

Provide college scholarships.

Program Services

DescriptionGrantsExpenses
Scholarships are awarded for $3,000 each, $1,000 for the first 3 semesters if qualifications are met. Recipients have 2 years to utilize scholarship. 36 students benefitted from the scholarship program in 2024. Due to exceptional donations in the past couple of years, an additional $1,000 has been added for the 4th semester. This program of extending to 4th semester will continue as long as funds permit.$60,000$0
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Davis TruranPresidentPT$0--
Stephen DavisVice PresidentPT$0--
Patti DavisTreasurerPT$0--
Penny BryantSecretaryPT$0--
Margaret DemossDirectorPT$0--
Judy HarwellDirectorPT$0--
Lauren McDonaldDirectorPT$0--
Hugh SinticDirectorPT$0--
Kathleen WiesenthalDirectorPT$0--
Craig WootenDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
Willbern Heritage Scholarship Foundation
EIN
46-1834275
Phone
7136663601
Address
PO Box 1048, Bellaire, TX 77402

Signing Officer

Name
Patti Davis
Title
Treasurer
Phone
7136603121
Signed
2026-01-29
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

“D&O Insurance $1,580 Award Ceremony $825”

Raw XML Appendix213 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PersonNm0Patti Davis
IRS990EZ/BooksInCareOfDetail/PhoneNum07136603121
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt06300 West Loop South
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine2Txt0Suite 220
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Bellaire
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Davis Truran
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Stephen Davis
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Kathleen Wiesenthal
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Craig Wooten
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Director
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt02535
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Provide college scholarships.
IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Scholarships are awarded for $3,000 each, $1,000 for the first 3 semesters if qualifications are met. Recipients have 2 years to utilize scholarship. 36 students benefitted from the scholarship program in 2024. Due to exceptional donations in the past couple of years, an additional $1,000 has been added for the 4th semester. This program of extending to 4th semester will continue as long as funds permit.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt060000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/WebsiteAddressTxt0www.willbernscholarship.org
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt081922
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt074628
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt057667
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IRS990ScheduleA/InvestmentIncomePYPct00.018
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IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0D&O Insurance $1,580 Award Ceremony $825
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16
ReasonableCauseExplanation/ExplanationTxt0The scholarship foundation is completely volunteer run with no paid employees. The Treasurer, Patti Davis, had a very ill family member beginning July 7, 2025. The family member passed away on 10/31/2025. After the death, the completion of the Form 990 was put back in the line of responsibilities but was unfortunately past the due date.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Patti Davis
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum07136603121
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-01-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILLBERN HERITAGE SCHOLARSHIP FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0461834275
ReturnHeader/Filer/PhoneNum07136663601
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 1048
ReturnHeader/Filer/USAddress/CityNm0Bellaire
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077402
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/ReturnTs02026-01-29T14:42:09-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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