Civic Intelligence

William B Travis Foundation Inc.

990EZ • Fiscal year 2017 • EIN 46-2115412

Jun 01, 2016 to May 31, 2017 • Filed on Jul 27, 2017

Organization Profiletravisfoundation.org
3311 Beauchamp StHouston, TX 77009

(713) 308-4252

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2017

Net Margin

82nd percentile

28%

Higher net margin than 82% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

67th percentile

15%

Faster asset growth than 67% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

91st percentile

87%

Faster revenue growth than 91% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$150,994

Up $19,741 (+15%) from 2016

Net Assets

Up

$150,994

Up $19,741 (+15%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin82nd percentile

Revenue

Up

$71,154

Up $33,085 (+87%) from 2016

Expenses

Up

$51,413

Up $14,330 (+39%) from 2016

Net Income

Up

$19,741

Up $18,755 (+1902%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth67th percentile

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

$800K$600K$400K$200K$0Assets 2015: $130,267Net Assets 2015: $130,2672015Assets 2016: $131,253Net Assets 2016: $131,2532016Assets 2017: $150,994Net Assets 2017: $150,9942017Assets 2018: $192,802Net Assets 2018: $192,8022018Assets 2019: $263,428Net Assets 2019: $263,4282019Assets 2020: $438,122Liabilities 2020: $0Net Assets 2020: $438,1222020Assets 2021: $463,296Liabilities 2021: $0Net Assets 2021: $463,2962021Assets 2022: $501,578Liabilities 2022: $0Net Assets 2022: $501,5782022Assets 2023: $677,941Liabilities 2023: $0Net Assets 2023: $677,9412023Assets 2024: $547,049Liabilities 2024: $0Net Assets 2024: $547,0492024

Highlighted filing

2017

Assets$150,994
Liabilities-
Net Assets$150,994
Open 2017 Filing

Operations Trend

Revenue Growth91st percentile

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

$600K$400K$200K$0-$200KRevenue 2015: $104,283Expenses 2015: $26,538Net Income 2015: $77,7452015Revenue 2016: $38,069Expenses 2016: $37,083Net Income 2016: $9862016Revenue 2017: $71,154Expenses 2017: $51,413Net Income 2017: $19,7412017Revenue 2018: $63,313Expenses 2018: $21,505Net Income 2018: $41,8082018Revenue 2019: $147,900Expenses 2019: $77,274Net Income 2019: $70,6262019Revenue 2020: $276,910Expenses 2020: $102,216Net Income 2020: $174,6942020Revenue 2021: $122,591Expenses 2021: $97,417Net Income 2021: $25,1742021Revenue 2022: $280,213Expenses 2022: $241,931Net Income 2022: $38,2822022Revenue 2023: $354,169Expenses 2023: $177,806Net Income 2023: $176,3632023Revenue 2024: $398,422Expenses 2024: $529,314Net Income 2024: -$130,8922024

Highlighted filing

2017

Revenue$71,154
Expenses$51,413
Net Income$19,741
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2016 to May 31, 2017
Signed
Jul 27, 2017
Return Version
2016v3.0
Gross Receipts
$71,154
Mission and Program Overview

Mission

To provide funds for Foundation-approved activities related to William B. Travis Elementary School in the Woodland Heights area of Houston, Texas. The Foundation aims to foster long-term community support through outreach and engagement.

The organizations primary exempt purpose is to fund Foundation-approved activities related to William B. Travis Elementary School, in response to applications for such funding.

Program Services

DescriptionGrantsExpenses
The Foundation funded several requests from members of the school community for educational resources, including and not limited to several teacher trainings (i.e. enrollment and travel for teacher training and continued education), supplies related to educational events and experiences (i.e. hardware such as digital flashcards, or flashmasters, for educational programs), and financial support for extra-curricular student activities related to the school (i.e. contributions toward school camp outs).$48,891$42,789
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Melissa SternfelsPresident-$0--
Chris DrayVice President-$0--
Kelli FeredayVice President-$0--
Lauren LindsayTreasurer-$0--
Kris SonnebornSecretary-$0--
Heide LeightyDirector-$0--
Stephanie YankowskyDirector-$0--
Filing and Contact Details

Filer

Filer Name
William B Travis Foundation Inc
EIN
46-2115412
Phone
7133084252
Address
3311 Beauchamp St, Houston, TX 77009

Signing Officer

Name
Lauren Lindsay
Title
Treasurer
Signed
2017-07-27
Discuss with paid preparer
Yes

Preparer

Firm
Blazek & Vetterling
Address
2900 Weslayan Suite 200, Houston, TX 77027-5132
Preparer
Jody Blazek
Phone
7134395739
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“Class of Activity: Support School programs | Donee's Name: Travis Elementary School | Donee's Address: 3311 Beauchamp Houston TX 77009 | Cash Amount Given: $43939”

Other Expenses.1002

“Office Expenses $777”

Other Expenses.1003

“Information Technology $192”

Other Expenses.1012

“Insurance $844”

Other Expenses.1

“Event expenses $2510”

Raw XML Appendix164 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Melissa Sternfels
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Chris Dray
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Kelli Fereday
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Lauren Lindsay
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Kris Sonneborn
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Heide Leighty
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Stephanie Yankowsky
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt04323
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0The organizations primary exempt purpose is to fund Foundation-approved activities related to William B. Travis Elementary School, in response to applications for such funding.
IRS990EZ/PrintingPublicationsPostageAmt02251
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The Foundation funded several requests from members of the school community for educational resources, including and not limited to several teacher trainings (i.e. enrollment and travel for teacher training and continued education), supplies related to educational events and experiences (i.e. hardware such as digital flashcards, or flashmasters, for educational programs), and financial support for extra-curricular student activities related to the school (i.e. contributions toward school camp outs).
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt048891
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt042789
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt051413
IRS990EZ/TotalProgramServiceExpensesAmt048891
IRS990EZ/TotalRevenueAmt071154
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0travisfoundation.org
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt070771
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt037522
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0104283
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt038599
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt013950
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0265125
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Class of Activity: Support School programs | Donee's Name: Travis Elementary School | Donee's Address: 3311 Beauchamp Houston TX 77009 | Cash Amount Given: $43939
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $777
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Information Technology $192
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $844
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Event expenses $2510
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
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ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Lauren Lindsay
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-07-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0William B Travis Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0462115412
ReturnHeader/Filer/PhoneNum07133084252
ReturnHeader/Filer/USAddress/AddressLine1Txt03311 Beauchamp St
ReturnHeader/Filer/USAddress/CityNm0Houston
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077009
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02900 Weslayan Suite 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Houston
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0770275132
ReturnHeader/PreparerPersonGrp/PhoneNum07134395739
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jody Blazek
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-07-27T08:15:41-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-06-01
ReturnHeader/TaxPeriodEndDt02017-05-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$150,994
Liabilities
-
Net assets
$150,994
Revenue
$71,154
Expenses
$51,413
Net income
$19,741
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.47$0.00$5.47$3.98$5.29$1.31
2023Detailed filing. Detailed filing data is available for this year.$6.78$0.00$6.78$3.54$1.78$1.76
2022Detailed filing. Detailed filing data is available for this year.$5.02$0.00$5.02$2.80$2.42$0.38
2021Detailed filing. Detailed filing data is available for this year.$4.63$0.00$4.63$1.23$0.97$0.25
2020Detailed filing. Detailed filing data is available for this year.$4.38$0.00$4.38$2.77$1.02$1.75
2019Detailed filing. Detailed filing data is available for this year.$2.63$2.63$1.48$0.77$0.71
2018Detailed filing. Detailed filing data is available for this year.$1.93$1.93$0.63$0.22$0.42
2017Detailed filing. Detailed filing data is available for this year.$1.51$1.51$0.71$0.51$0.20
2016Detailed filing. Detailed filing data is available for this year.$1.31$1.31$0.38$0.37$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.30$1.30$1.04$0.27$0.78