Civic Intelligence

The Sam & Sonia Wilson Family Foundation

990PF • Fiscal year 2022 • EIN 74-2768520

Dec 01, 2021 to Nov 30, 2022 • Filed on Oct 12, 2022

Organization Profile
5305 Western Hills DriveAustin, TX 78731

(512) 453-2024

Siviq Scores

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

Liabilities / Assets

40th percentile

0.00x

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

2022 filings • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

39th percentile

0.00x

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

2022 filings • $500k-$1M nonprofits • Source year 2022

Net Margin

64th percentile

15%

Higher net margin than 64% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

57th percentile

$0

Higher top officer pay than 57% of similar nonprofits.

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

2022 filings • $500k-$1M nonprofits • Source year 2022

Asset Growth

53rd percentile

1.0%

Faster asset growth than 53% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

9th percentile

-61%

Faster revenue growth than 9% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets40th percentile

Assets

Up

$535,869

Up $5,409 (+1.0%) from 2021

Net Assets

Up

$535,869

Up $5,409 (+1.0%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin64th percentile

Revenue

Down

$37,059

Down $58,205 (-61%) from 2021

Expenses

Down

$31,650

Down $16,555 (-34%) from 2021

Net Income

Down

$5,409

Down $41,650 (-89%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

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

$800K$600K$400K$200K$0Assets 2011: $621,499Liabilities 2011: $02011Assets 2012: $589,532Liabilities 2012: $02012Assets 2013: $575,194Liabilities 2013: $02013Assets 2014: $587,448Liabilities 2014: $02014Assets 2015: $525,655Liabilities 2015: $02015Assets 2018: $482,697Liabilities 2018: $0Net Assets 2018: $482,6972018Assets 2019: $496,772Liabilities 2019: $0Net Assets 2019: $496,7722019Assets 2020: $483,999Liabilities 2020: $0Net Assets 2020: $483,9992020Assets 2021: $530,460Liabilities 2021: $0Net Assets 2021: $530,4602021Assets 2022: $535,869Liabilities 2022: $0Net Assets 2022: $535,8692022Assets 2023: $543,549Liabilities 2023: $0Net Assets 2023: $543,5492023Assets 2024: $19,174Liabilities 2024: $0Net Assets 2024: $19,1742024Assets 2025: $0Liabilities 2025: $0Net Assets 2025: $02025

Highlighted filing

2022

Assets$535,869
Liabilities$0
Net Assets$535,869
Open 2022 Filing

Operations Trend

Revenue Growth9th percentile

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

$1.0M$500K$0-$500K-$1.0MRevenue 2011: $38,573Expenses 2011: $55,049Net Income 2011: -$16,4762011Revenue 2012: $38,296Expenses 2012: $70,263Net Income 2012: -$31,9672012Revenue 2013: $41,462Expenses 2013: $55,800Net Income 2013: -$14,3382013Revenue 2014: $91,253Expenses 2014: $78,999Net Income 2014: $12,2542014Revenue 2015: $18,509Expenses 2015: $80,302Net Income 2015: -$61,7932015Revenue 2018: $61,866Expenses 2018: $64,065Net Income 2018: -$2,1992018Revenue 2019: $48,883Expenses 2019: $34,808Net Income 2019: $14,0752019Revenue 2020: $22,177Expenses 2020: $34,950Net Income 2020: -$12,7732020Revenue 2021: $95,264Expenses 2021: $48,205Net Income 2021: $47,0592021Revenue 2022: $37,059Expenses 2022: $31,650Net Income 2022: $5,4092022Revenue 2023: $66,630Expenses 2023: $58,950Net Income 2023: $7,6802023Revenue 2024: $897Expenses 2024: $525,272Net Income 2024: -$524,3752024Revenue 2025: $1Expenses 2025: $19,175Net Income 2025: -$19,1742025

Highlighted filing

2022

Revenue$37,059
Expenses$31,650
Net Income$5,409
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2021 to Nov 30, 2022
Signed
Oct 12, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SONIA WILSONPresident-$0--
Filing and Contact Details

Filer

Filer Name
The Sam & Sonia Wilson Family
EIN
74-2768520
Phone
5124532024
Address
5305 WESTERN HILLS DRIVE, AUSTIN, TX 78731

Signing Officer

Name
Sonia Wilson
Title
President
Phone
5124532024
Signed
2022-10-12

Preparer

Firm
Lpf Pllc
Address
3200 STECK AVENUE STE 200, AUSTIN, TX 78757
Preparer
Alexander J Furner Ea CPA
Phone
5127951065
Raw XML Appendix248 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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IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt052778
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0467
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IRS990PF/FMVAssetsEOYAmt01023473
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
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IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0SONIA WILSON
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt05305 WESTERN HILLS DRIVE
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt25000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2CHARITY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1HARVARD BUSINESS SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2JAMES COX FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3PHI GAMMA DELTA EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4NEIL-COCHRAN HOUSE MUSEUM
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 9158
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PO BOX 4599
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt42310 SAN GABRIEL ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt51806 RIO GRANDE ST
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt051356
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt018997
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt031650
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0107219
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0127848
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SONIA WILSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05124532024
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-10-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE SAM & SONIA WILSON FAMILY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SAM&
ReturnHeader/Filer/EIN0742768520
ReturnHeader/Filer/PhoneNum05124532024
ReturnHeader/Filer/USAddress/AddressLine1Txt05305 WESTERN HILLS DRIVE
ReturnHeader/Filer/USAddress/CityNm0AUSTIN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078731
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0472665399
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LPF PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03200 STECK AVENUE STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0AUSTIN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd078757
ReturnHeader/PreparerPersonGrp/PhoneNum05127951065
ReturnHeader/PreparerPersonGrp/PreparationDt02023-10-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALEXANDER J FURNER EA CPA
ReturnHeader/ReturnTs02023-10-13T10:12:20-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SONIA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WILSON
ReturnHeader/TaxPeriodBeginDt02021-12-01
ReturnHeader/TaxPeriodEndDt02022-11-30
ReturnHeader/TaxYr02021

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$535,869
Liabilities
$0
Net assets
$535,869
Revenue
$37,059
Expenses
$31,650
Net income
$5,409
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.19$0.19
2024Detailed filing. Detailed filing data is available for this year.$0.19$0.00$0.19$0.01$5.25$5.24
2023Detailed filing. Detailed filing data is available for this year.$5.44$0.00$5.44$0.67$0.59$0.08
2022Detailed filing. Detailed filing data is available for this year.$5.36$0.00$5.36$0.37$0.32$0.05
2021Detailed filing. Detailed filing data is available for this year.$5.30$0.00$5.30$0.95$0.48$0.47
2020Detailed filing. Detailed filing data is available for this year.$4.84$0.00$4.84$0.22$0.35$0.13
2019Detailed filing. Detailed filing data is available for this year.$4.97$0.00$4.97$0.49$0.35$0.14
2018Detailed filing. Detailed filing data is available for this year.$4.83$0.00$4.83$0.62$0.64$0.02
2015Summary only. Only limited summary data is available for this year.$5.26$0.00$0.19$0.80$0.62
2014Summary only. Only limited summary data is available for this year.$5.87$0.00$0.91$0.79$0.12
2013Summary only. Only limited summary data is available for this year.$5.75$0.00$0.41$0.56$0.14
2012Summary only. Only limited summary data is available for this year.$5.90$0.00$0.38$0.70$0.32
2011Summary only. Only limited summary data is available for this year.$6.21$0.00$0.39$0.55$0.16