Civic Intelligence

Woodtrace Community Foundation Inc

EIN 46-5164776 • 501(c)4 • Houston, TX

Profile

To provide for the health safety and welfare of the community

681 Greens Parkway STE 220Houston, TX 77067
Siviq Scores

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

Liabilities / Assets

43rd percentile

0.00x

Higher debt load relative to assets than 43% of similar nonprofits.

501(c)4 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

47th percentile

0.00x

Higher debt load relative to revenue than 47% of similar nonprofits.

501(c)4 • $500k-$1M nonprofits • Source year 2023

Net Margin

96th percentile

77%

Higher net margin than 96% of similar nonprofits.

501(c)4 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

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

501(c)4 • $500k-$1M nonprofits • Source year 2023

Asset Growth

79th percentile

17%

Faster asset growth than 79% of similar nonprofits.

501(c)4 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

8th percentile

-38%

Faster revenue growth than 8% of similar nonprofits.

501(c)4 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Assets

Up

$667,422

Up $96,929 (+17%) from 2022

Liabilities

Flat

$484

Flat from 2022

Net Assets

Up

$666,938

Up $96,929 (+17%) from 2022

Revenue

Down

$125,242

Down $78,058 (-38%) from 2022

Expenses

Up

$28,313

Up $12,170 (+75%) from 2022

Net Income

Down

$96,929

Down $90,228 (-48%) from 2022

Trend Graphs

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2014: $3,029Liabilities 2014: $02014Assets 2015: $4,431Liabilities 2015: $02015Assets 2016: $17,379Liabilities 2016: $02016Assets 2017: $70,637Liabilities 2017: $02017Assets 2018: $128,166Liabilities 2018: $0Net Assets 2018: $128,1662018Assets 2019: $187,500Liabilities 2019: $484Net Assets 2019: $187,0162019Assets 2020: $269,569Liabilities 2020: $484Net Assets 2020: $269,0852020Assets 2021: $383,586Liabilities 2021: $734Net Assets 2021: $382,8522021Assets 2022: $570,493Liabilities 2022: $484Net Assets 2022: $570,0092022Assets 2023: $667,422Liabilities 2023: $484Net Assets 2023: $666,9382023

Highlighted filing

2023

Assets$667,422
Liabilities$484
Net Assets$666,938

Operations Trend

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

$300K$200K$100K$0Revenue 2014: $3,029Expenses 2014: $0Net Income 2014: $3,0292014Revenue 2015: $2,277Expenses 2015: $875Net Income 2015: $1,4022015Revenue 2016: $6,116Expenses 2016: $810Net Income 2016: $5,3062016Revenue 2017: $56,564Expenses 2017: $3,306Net Income 2017: $53,2582017Revenue 2018: $59,628Expenses 2018: $2,100Net Income 2018: $57,5282018Revenue 2019: $61,250Expenses 2019: $2,400Net Income 2019: $58,8502019Revenue 2020: $88,539Expenses 2020: $4,400Net Income 2020: $84,1392020Revenue 2021: $130,316Expenses 2021: $16,549Net Income 2021: $113,7672021Revenue 2022: $203,300Expenses 2022: $16,143Net Income 2022: $187,1572022Revenue 2023: $125,242Expenses 2023: $28,313Net Income 2023: $96,9292023

Highlighted filing

2023

Revenue$125,242
Expenses$28,313
Net Income$96,929

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 24, 2024
Return Version
2023v5.1
Gross Receipts
$125,242
Mission and Program Overview

Mission

To provide services for members

To provide for the health safety and welfare of the community

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$570,009$666,938▲ $96,929
Cash and Non-Interest-Bearing Accounts$567,462$664,081▲ $96,619
Prepaid Expenses and Deferred Charges$1,989$1,989→ $0
Accounts Receivable$1,042$1,352▲ $310
Total Assets$570,493$667,422▲ $96,929
Liabilities
Deferred Revenue$484$484→ $0
Total Liabilities$484$484→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$570,009$666,938▲ $96,929
Total Liabilities and Net Assets / Fund Balance$570,493$667,422▲ $96,929
Compensation and Service Providers

Board Members and Trustees

NameTitle
Jessica EvansDirector
Kate DavisDirector
Mckinleigh LoftinDirector
Terri CesnikDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$116,359
Program Service Revenue
$0
Investment Income
$8,883
Other Revenue
$0
Change in Net Assets
$96,929
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$28,313
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$22,843--$22,843
Fees for Services Management-$3,000-$3,000
Insurance-$2,170-$2,170
Fees for Services Accounting-$300-$300
Total Functional Expenses$22,843$5,470$0$28,313
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

The federal return was presented to the board prior to efiling

Governing documents etc available to public Part VI line 19

All governing documents are available upon request

Filing and Contact Details

Filer

Filer Name
Woodtrace Community Foundation Inc
EIN
46-5164776
Address
681 Greens Parkway STE 220, Houston, TX 77067

Signing Officer

Name
Kate Davis
Title
Director
Phone
7134295440
Signed
2024-05-24
Discuss with paid preparer
No

Organization Details

Principal Officer
Kate Davis
Formed
2014
Legal Domicile
TX
Voting Board Members
3
Independent Board Members
3
Employees
0

Preparer

Firm
Elaine W Combs CPA
Address
P O BOX 148, Hungerford, TX 77448
Preparer
Elaine Combs
Phone
2814136593
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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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