Civic Intelligence

Will Erwin Headache Research Foundation

990 • Fiscal year 2016 • EIN 46-4886305

Jan 01, 2016 to Dec 31, 2016 • Filed on Jul 10, 2017

712 Main Street No 2000EHouston, TX 77002

(713) 238-9100

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

Higher debt load relative to assets than 57% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

56th percentile

0.00x

Higher debt load relative to revenue than 56% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

39th percentile

-0.6%

Higher net margin than 39% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

31st percentile

-8.1%

Faster asset growth than 31% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

9th percentile

-52%

Faster revenue growth than 9% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$144,171

Down $12,733 (-8.1%) from 2015

Net Assets

Down

$143,972

Down $1,754 (-1.2%) from 2015

Liabilities

Down

$199

Down $10,979 (-98%) from 2015

Revenue

Down

$313,363

Down $341,802 (-52%) from 2015

Expenses

Down

$315,117

Down $194,327 (-38%) from 2015

Net Income

Down

-$1,754

Down $147,475 (-101%) from 2015

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: $42,474Liabilities 2014: $42,469Net Assets 2014: $52014Assets 2015: $156,904Liabilities 2015: $11,178Net Assets 2015: $145,7262015Assets 2016: $144,171Liabilities 2016: $199Net Assets 2016: $143,9722016Assets 2017: $159,307Liabilities 2017: $0Net Assets 2017: $159,3072017Assets 2018: $175,605Liabilities 2018: $0Net Assets 2018: $175,6052018Assets 2019: $262,027Liabilities 2019: $0Net Assets 2019: $262,0272019Assets 2020: $359,382Liabilities 2020: $29,707Net Assets 2020: $329,6752020Assets 2021: $290,774Liabilities 2021: $0Net Assets 2021: $290,7742021Assets 2022: $244,439Liabilities 2022: $0Net Assets 2022: $244,4392022Assets 2023: $247,053Liabilities 2023: $1,000Net Assets 2023: $246,0532023Assets 2024: $104,867Liabilities 2024: $0Net Assets 2024: $104,8672024

Highlighted filing

2016

Assets$144,171
Liabilities$199
Net Assets$143,972

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2014: $450,000Expenses 2014: $449,995Net Income 2014: $52014Revenue 2015: $655,165Expenses 2015: $509,444Net Income 2015: $145,7212015Revenue 2016: $313,363Expenses 2016: $315,117Net Income 2016: -$1,7542016Revenue 2017: $373,984Expenses 2017: $358,649Net Income 2017: $15,3352017Revenue 2018: $707,544Expenses 2018: $691,246Net Income 2018: $16,2982018Revenue 2019: $704,266Expenses 2019: $617,844Net Income 2019: $86,4222019Revenue 2020: $704,733Expenses 2020: $637,085Net Income 2020: $67,6482020Revenue 2021: $953,351Expenses 2021: $992,252Net Income 2021: -$38,9012021Revenue 2022: $599,387Expenses 2022: $645,722Net Income 2022: -$46,3352022Revenue 2023: $540,326Expenses 2023: $538,712Net Income 2023: $1,6142023Revenue 2024: $382,577Expenses 2024: $523,763Net Income 2024: -$141,1862024

Highlighted filing

2016

Revenue$313,363
Expenses$315,117
Net Income-$1,754
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jul 10, 2017
Return Version
2016v3.0
Gross Receipts
$418,078
Mission and Program Overview

Mission

The will erwin headache research foundation's mission is to bring relief to sufferers, globally, who are afflicted with debilitating headaches, including migraine and cluster headaches, by funding research focused on finding a cure.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$145,726$143,972▼ $1,754
Savings and Temporary Cash Investments$156,904$137,171▼ $19,733
Prepaid Expenses and Deferred Charges-$7,000-
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$156,904$144,171▼ $12,733
Liabilities
Accounts Payable and Accrued Expenses$11,178$199▼ $10,979
Total Liabilities$11,178$199▼ $10,979
Net Assets / Fund Balance
Total Net Assets Fund Balance$145,726$143,972▼ $1,754
Total Liabilities and Net Assets / Fund Balance$156,904$144,171▼ $12,733
Compensation and Service Providers

Board Members and Trustees

NameTitle
James ErwinDirector & President
Charles R EppsDirector
Mark L SteinbauerDirector
H Scott HunsakerSecretary
James SavageTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$384,087
Program Service Revenue
$0
Investment Income
$26
Other Revenue
$-70,750
All Other Contributions
$162,276
Change in Net Assets
$-1,754
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$175,000
Other Expenses$105,117
Total Fundraising Expense$100,717
Professional Fundraising Fees$35,000
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$175,000--$175,000
Advertising--$41,000$41,000
Fees for Services Professional Fundraising--$35,000$35,000
Fees for Services Other--$17,365$17,365
Fees for Services Accounting-$6,000-$6,000
Other Expenses-$850$1,076$1,076
All Other Expenses-$290-$290
Office Expenses-$260-$260
Travel--$28$28
Total Functional Expenses$175,000$39,400$100,717$315,117
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Memorial Hermann FoundationHouston, TX501(c)(3)To Provide Funding to Open the Will Erwin Headache Reseach Center for Those Suffering From Dibilitating Headaches, Including Migraine and Cluster Headaches. to Create a Database of Symptoms for Those Suffering From Migraine and Cluster Headaches. to Fund Research by Neurologists for Those Suffering From Dibilitating Headaches, Including Migraine and Cluster Headaches.$175,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$104,700
Professional Fundraising Fees$35,000
Fundraising Gross Income$33,950

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$255,761$33,950-$33,950
Total Events$255,761$33,950$104,700$-70,750
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

H. Scott hunsaker is james erwin's family attorney and was the godfather to james erwin's predeceased son, william erwin. James savage is a principal in a real estate fund in which james erwin is an investor. James savage is the godfather to james erwin's son, robert erwin. Charles epps, pga golf professional, provides golf-related services for compensation (as an independent contractor) from time to time to chicago title insurance company as well as james erwin himself. James erwin is an employee of chicago title insurance company. Mark steinbauer, pga golf professional, is the director of golf at the club at carlton woods, the woodlands, texas ("the club"). James erwin is a member of the club, and the club was the venue of the foundation's golf tournament in october 2016. In addition, mark steinbauer and the club provide golf-related services for compensation from time to time to chicago title insurance company as well as to james erwin himself. James erwin is an employee of chicago title insurance company.

Form 990, Part VI, Section A, Line 8B

The foundation only has voting members. There are no committees acting on behalf of the directors at this time.

Form 990, Part VI, Section B, Line 11B

The president and voting director of the foundation reviews the form 990 in its entirity and distributes copies to the other directors for comments.

Form 990, Part VI, Section B, Line 12C

The directors and officers are aware of the conflict of interest policy and are obligated to report any conflicts as soon as they are aware for evaluation. If there is reasonable cause that a conflict has not been disclosed, the board shall investigate such situation.

Form 990, Part VI, Section B, Line 15

The foundation does not pay compensation to any management, officers, directors or employees at this time. However, should the foundation be in a position to pay compensation, these practices would be put into effect.

Form 990, Part VI, Section C, Line 19

These documents are available upon request.

Filing and Contact Details

Filer

Filer Name
The Will Erwin Headache Research
EIN
46-4886305
Phone
7132389100
Address
712 MAIN STREET NO 2000E, HOUSTON, TX 77002

Signing Officer

Name
James Erwin
Title
President
Phone
7132389100
Signed
2017-07-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James Erwin
Formed
2014
Legal Domicile
TX
Voting Board Members
3
Independent Board Members
0
Employees
0
Volunteers
50

Preparer

Firm
Rsm US Llp
Address
1330 POST OAK BLVD SUITE 2400, HOUSTON, TX 77056
Preparer
Jamie Sanders
Phone
7136253500
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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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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0255761
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt033950
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt033950
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-70750
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt067033
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt067033
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/LicensedStatesCd0TX
IRS990ScheduleG/MailSolicitationsInd0X
IRS990ScheduleG/SolicitationOfNonGovtGrantsInd0X
IRS990ScheduleG/TotalNetToOrganizationAmt0-35000
IRS990ScheduleG/TotalRetainedByContractorsAmt035000
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0175000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO PROVIDE FUNDING TO OPEN THE WILL ERWIN HEADACHE RESEACH CENTER FOR THOSE SUFFERING FROM DIBILITATING HEADACHES, INCLUDING MIGRAINE AND CLUSTER HEADACHES. TO CREATE A DATABASE OF SYMPTOMS FOR THOSE SUFFERING FROM MIGRAINE AND CLUSTER HEADACHES. TO FUND RESEARCH BY NEUROLOGISTS FOR THOSE SUFFERING FROM DIBILITATING HEADACHES, INCLUDING MIGRAINE AND CLUSTER HEADACHES.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0MEMORIAL HERMANN FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientEIN0741653640
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0929 GESSNER STREET STE 2650
IRS990ScheduleI/RecipientTable/USAddress/CityNm0HOUSTON
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0TX
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd077024
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION HAS MONTHLY MEETINGS WITH THE ORGANIZATION RECEIVING THE GRANT FUNDS TO RECEIVE UPDATES ON THE PROGRESS OF THE ACTIVITES FUNDED BY THE FOUNDATION.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0H. SCOTT HUNSAKER IS JAMES ERWIN'S FAMILY ATTORNEY AND WAS THE GODFATHER TO JAMES ERWIN'S PREDECEASED SON, WILLIAM ERWIN. JAMES SAVAGE IS A PRINCIPAL IN A REAL ESTATE FUND IN WHICH JAMES ERWIN IS AN INVESTOR. JAMES SAVAGE IS THE GODFATHER TO JAMES ERWIN'S SON, ROBERT ERWIN. CHARLES EPPS, PGA GOLF PROFESSIONAL, PROVIDES GOLF-RELATED SERVICES FOR COMPENSATION (AS AN INDEPENDENT CONTRACTOR) FROM TIME TO TIME TO CHICAGO TITLE INSURANCE COMPANY AS WELL AS JAMES ERWIN HIMSELF. JAMES ERWIN IS AN EMPLOYEE OF CHICAGO TITLE INSURANCE COMPANY. MARK STEINBAUER, PGA GOLF PROFESSIONAL, IS THE DIRECTOR OF GOLF AT THE CLUB AT CARLTON WOODS, THE WOODLANDS, TEXAS ("THE CLUB"). JAMES ERWIN IS A MEMBER OF THE CLUB, AND THE CLUB WAS THE VENUE OF THE FOUNDATION'S GOLF TOURNAMENT IN OCTOBER 2016. IN ADDITION, MARK STEINBAUER AND THE CLUB PROVIDE GOLF-RELATED SERVICES FOR COMPENSATION FROM TIME TO TIME TO CHICAGO TITLE INSURANCE COMPANY AS WELL AS TO JAMES ERWIN HIMSELF. JAMES ERWIN IS AN EMPLOYEE OF CHICAGO TITLE INSURANCE COMPANY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FOUNDATION ONLY HAS VOTING MEMBERS. THERE ARE NO COMMITTEES ACTING ON BEHALF OF THE DIRECTORS AT THIS TIME.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE PRESIDENT AND VOTING DIRECTOR OF THE FOUNDATION REVIEWS THE FORM 990 IN ITS ENTIRITY AND DISTRIBUTES COPIES TO THE OTHER DIRECTORS FOR COMMENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE DIRECTORS AND OFFICERS ARE AWARE OF THE CONFLICT OF INTEREST POLICY AND ARE OBLIGATED TO REPORT ANY CONFLICTS AS SOON AS THEY ARE AWARE FOR EVALUATION. IF THERE IS REASONABLE CAUSE THAT A CONFLICT HAS NOT BEEN DISCLOSED, THE BOARD SHALL INVESTIGATE SUCH SITUATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE FOUNDATION DOES NOT PAY COMPENSATION TO ANY MANAGEMENT, OFFICERS, DIRECTORS OR EMPLOYEES AT THIS TIME. HOWEVER, SHOULD THE FOUNDATION BE IN A POSITION TO PAY COMPENSATION, THESE PRACTICES WOULD BE PUT INTO EFFECT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THESE DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0TX
IRS990/SubjectToProxyTaxInd00
IRS990/TaxableDistributionsInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0156904
IRS990/TotalAssetsEOYAmt0144171
IRS990/TotalAssetsGrp/BOYAmt0156904
IRS990/TotalAssetsGrp/EOYAmt0144171
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0384087
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0100717
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt039400
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0175000
IRS990/TotalFunctionalExpensesGrp/TotalAmt0315117
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt011178
IRS990/TotalLiabilitiesEOYAmt0199
IRS990/TotalLiabilitiesGrp/BOYAmt011178
IRS990/TotalLiabilitiesGrp/EOYAmt0199
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0145726
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0143972
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0175000
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0-70724
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0313363
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt050
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0156904
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0144171
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/FundraisingAmt028
IRS990/TravelGrp/TotalAmt028
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0712 MAIN STREET NO 2000E
IRS990/USAddress/CityNm0HOUSTON
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd077002
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0WWW.CUREHEADACHES.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES ERWIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07132389100
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-07-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE WILL ERWIN HEADACHE RESEARCH
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0464886305
ReturnHeader/Filer/PhoneNum07132389100
ReturnHeader/Filer/USAddress/AddressLine1Txt0712 MAIN STREET NO 2000E
ReturnHeader/Filer/USAddress/CityNm0HOUSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077002
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DACA91986CFB8A0EF6A94F1B7DC6CB180BBD373B
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0241ACAB60346856487756AD7277B6F66B66CCA8C
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0108.171.131.171
ReturnHeader/FilingSecurityInformation/IPDt02017-07-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm015:45:35
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0420714325
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RSM US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01330 POST OAK BLVD SUITE 2400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HOUSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077056
ReturnHeader/PreparerPersonGrp/PhoneNum07136253500
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMIE SANDERS
ReturnHeader/ReturnTs02017-07-12T16:31:18-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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