Civic Intelligence

Wf Assets Inc.

990 • Fiscal year 2025 • EIN 74-2783048

Apr 01, 2024 to Mar 31, 2025 • Filed on Feb 13, 2026

Organization ProfileWWW.WACOFOUNDATION.ORG
1224 Austin Ave 100Waco, TX 76701

(254) 754-3404

Siviq Scores

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

Liabilities / Assets

70th percentile

0.30x

Higher debt load relative to assets than 70% of similar nonprofits.

2025 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2025

Liabilities / Revenue

78th percentile

0.55x

Higher debt load relative to revenue than 78% of similar nonprofits.

2025 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2025

Net Margin

99th percentile

99%

Higher net margin than 99% of similar nonprofits.

2025 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2025

Top Officer Pay

88th percentile

$257,855

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 8.1% of source-year revenue.

2025 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2025

Asset Growth

94th percentile

47%

Faster asset growth than 94% of similar nonprofits.

2025 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Revenue Growth

98th percentile

340%

Faster revenue growth than 98% of similar nonprofits.

2025 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets70th percentile

Assets

Up

$5,741,997

Up $5,615,930 (+4455%) from 2023

Net Assets

Up

$3,991,185

Up $3,865,118 (+3066%) from 2023

Liabilities

Up

$1,750,812

Up $1,750,812 from 2023

Revenue And Expenses
Liabilities / Revenue78th percentileNet Margin99th percentile

Revenue

Up

$3,182,179

Up $3,646,744 (+785%) from 2023

Expenses

Down

$44,483

Down $2,721,660 (-98%) from 2023

Net Income

Up

$3,137,696

Up $6,368,404 (+197%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth94th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $101,444Liabilities 2010: $0Net Assets 2010: $101,4442010Assets 2011: $1,107,386Liabilities 2011: $511Net Assets 2011: $1,106,8752011Assets 2012: $472,593Liabilities 2012: $0Net Assets 2012: $472,5932012Assets 2013: $237,625Liabilities 2013: $0Net Assets 2013: $237,6252013Assets 2014: $205,793Liabilities 2014: $0Net Assets 2014: $205,7932014Assets 2015: $140,891Liabilities 2015: $0Net Assets 2015: $140,8912015Assets 2016: $352,760Liabilities 2016: $0Net Assets 2016: $352,7602016Assets 2017: $268,992Liabilities 2017: $0Net Assets 2017: $268,9922017Assets 2018: $1,322,043Liabilities 2018: $0Net Assets 2018: $1,322,0432018Assets 2019: $3,778,033Liabilities 2019: $268Net Assets 2019: $3,777,7652019Assets 2020: $3,779,840Liabilities 2020: $0Net Assets 2020: $3,779,8402020Assets 2021: $3,731,302Liabilities 2021: $0Net Assets 2021: $3,731,3022021Assets 2022: $3,345,345Liabilities 2022: $0Net Assets 2022: $3,345,3452022Assets 2023: $126,067Liabilities 2023: $0Net Assets 2023: $126,0672023Assets 2025: $5,741,997Liabilities 2025: $1,750,812Net Assets 2025: $3,991,1852025

Highlighted filing

2025

Assets$5,741,997
Liabilities$1,750,812
Net Assets$3,991,185
Open 2025 Filing

Operations Trend

Revenue Growth98th percentile

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

$4.0M$2.0M$0-$2.0M-$4.0MExpenses 2010: $503,3022010Revenue 2011: $637,125Expenses 2011: $33,761Net Income 2011: $603,3642011Expenses 2012: $1,040,0132012Expenses 2013: $1,130,0002013Revenue 2014: $319,562Expenses 2014: $281,537Net Income 2014: $38,0252014Revenue 2015: $550,092Expenses 2015: $562,040Net Income 2015: -$11,9482015Revenue 2016: $344,812Expenses 2016: $105,305Net Income 2016: $239,5072016Revenue 2017: $79,314Expenses 2017: $159,256Net Income 2017: -$79,9422017Revenue 2018: $1,101,750Expenses 2018: $51,030Net Income 2018: $1,050,7202018Revenue 2019: $1,714,158Expenses 2019: $794,030Net Income 2019: $920,1282019Revenue 2020: $139,608Expenses 2020: $181,541Net Income 2020: -$41,9332020Revenue 2021: $440,459Expenses 2021: $262,898Net Income 2021: $177,5612021Revenue 2022: $107,271Expenses 2022: $302,948Net Income 2022: -$195,6772022Revenue 2023: -$464,565Expenses 2023: $2,766,143Net Income 2023: -$3,230,7082023Revenue 2025: $3,182,179Expenses 2025: $44,483Net Income 2025: $3,137,6962025

Highlighted filing

2025

Revenue$3,182,179
Expenses$44,483
Net Income$3,137,696
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2024 to Mar 31, 2025
Signed
Feb 13, 2026
Return Version
2024v5.2
Gross Receipts
$3,542,953
Mission and Program Overview

Mission

Wf assets, inc. Provides financial support for waco foundation, a 501(c)(3) public charity.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$3,758,427$5,507,333▲ $1,748,906
Cap Stk Tr Prin Current Funds$818,955$3,991,185▲ $3,172,230
Accounts Receivable-$70,929-
Savings and Temporary Cash Investments$80,435$59,390▼ $21,045
Cash and Non-Interest-Bearing Accounts$1$22,057▲ $22,056
Investments Other Securities$5,133$5,133→ $0
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$3,893,903$5,741,997▲ $1,848,094
Other Assets Total$49,907$77,155▲ $27,248
Liabilities
Other Liabilities$3,074,948$1,679,401▼ $1,395,547
Accounts Payable and Accrued Expenses-$71,411-
Total Liabilities$3,074,948$1,750,812▼ $1,324,136
Net Assets / Fund Balance
Total Net Assets Fund Balance$818,955$3,991,185▲ $3,172,230
Total Liabilities and Net Assets / Fund Balance$3,893,903$5,741,997▲ $1,848,094

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$4,956,009$184,120$1,598,060
Leasehold Improvements$145,030$5,096$150,126
Land$384,221-$110,452
Equipment$19,810$1,576$21,386
Other Land Buildings$2,263$162$2,425
Compensation and Service Providers
Top Officer Pay88th percentile

Board Members and Trustees

NameTitle
Sherman AyresChairman
Ashley AllisonExecutive Director
Aaron ZimmermanTrustee
Chris McswainTrustee
Dillon MeekTrustee
Kristen MynarTrustee
Malcolm Duncan JrTrustee
Melli WickliffTrustee
Mike RaymondTrustee
Monte HulseTrustee
Walter AbercrombieTrustee
Isabel WeedenCFO/COO
Soo BattleTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$3,346,316
Program Service Revenue
$0
Investment Income
$-2,039
Other Revenue
$-162,098
All Other Contributions
$3,346,316
Change in Net Assets
$3,137,696
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$44,483
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
Fees for Service Investment Mgmnt Fees-$1,651-$1,651
Other Expenses-$5-$5
Total Functional Expenses$0$44,483$0$44,483
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
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Loan From Waco Foundation$1,679,401
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
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
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“The cfo emails to the board of trustees a copy of the completed, unfiled form 990, with an explanation of the most important items of interest on the form. The board is given time to review the form 990 and ask questions about its contents.”

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

“Conflicts of interest are determined and reviewed on the levels of executive director, committee members and board members. If there is reason to believe that a member has failed to disclose any actual or possible conflict or duality of interest, they will be given an opportunity to explain. Upon further investigation, the board or committee may take appropriate disciplinary and corrective action, which may result in the removal of that person from their board position, or termination of employment, if an employee. If a member discloses a conflict or duality of interest, they are allowed to remain in the board meeting during discussions, but are required to abstain from voting on the subject.”

Form 990, Part VI, Section C, Line 18

“The organization's form 1023 is available upon request. The most recently filed form 990 is available on guidestar and upon request, and our most recently filed form 990t is available upon request.”

Form 990, Part VI, Section C, Line 19

“The organization's governing documents and financial statements are available upon request. The conflict of interest policy is not made available to the public.”

Filing and Contact Details

Filer

Filer Name
Wf Assets Inc
EIN
74-2783048
Phone
2547543404
Address
1224 AUSTIN AVE 100, WACO, TX 76701

Signing Officer

Name
Ashley Allison
Title
President
Signed
2026-02-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ashley Allison
Formed
1995
Legal Domicile
TX
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
11

Preparer

Firm
Isabel E Weeden CPA
Address
160 River Ridge Drive, Waco, TX 76705
Preparer
Isabel Weeden
Phone
2542928770
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

“The foundation and its supporting organization are exempt from federal income tax under the provisions of section 501(c)(3) of the internal revenue code ("irc"). In accordance with irc regulations, the foundation is taxed on unrelated business income, which consists of earnings from activities not related to the exempt purpose of the foundation. The foundation accounts for tax uncertainties based on a more-likely-than-not recognition threshold whereby tax benefits are only recognized when the foundation believes that they have a greater than 50% likelihood of being sustained upon examinations by taxing authorities. The foundation has evaluated all its tax positions and determined that it had no uncertain income tax positions as of march 31, 2025.”

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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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IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0190954
IRS990/LandBldgEquipBasisNetGrp/BOYAmt03758427
IRS990/LandBldgEquipBasisNetGrp/EOYAmt05507333
IRS990/LandBldgEquipCostOrOtherBssAmt05698287
IRS990/LegalDomicileStateCd0TX
IRS990/LessRentalExpensesGrp/RealAmt0360774
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0WF ASSETS, INC. PROVIDES FINANCIAL SUPPORT FOR WACO FOUNDATION, A 501(C)(3) PUBLIC CHARITY.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0818955
IRS990/NetAssetsOrFundBalancesEOYAmt03991185
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt02
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt02
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt0-185847
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0-185847
IRS990/NetUnrlzdGainsLossesInvstAmt034534
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt049907
IRS990/OtherAssetsTotalGrp/EOYAmt077155
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0FEES CHARGED BY SUPPORT
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc2SALES TAX
IRS990/OtherExpensesGrp/Desc3BANK FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt039291
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt13500
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt236
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt35
IRS990/OtherExpensesGrp/TotalAmt039291
IRS990/OtherExpensesGrp/TotalAmt13500
IRS990/OtherExpensesGrp/TotalAmt236
IRS990/OtherExpensesGrp/TotalAmt35
IRS990/OtherInd0X
IRS990/OtherLiabilitiesGrp/BOYAmt03074948
IRS990/OtherLiabilitiesGrp/EOYAmt01679401
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0ASHLEY ALLISON
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0700000
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt05958
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt016764
IRS990/PYOtherRevenueAmt016977
IRS990/PYRevenuesLessExpensesAmt0706171
IRS990/PYTotalExpensesAmt016764
IRS990/PYTotalRevenueAmt0722935
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt03137696
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0true
IRS990/RentalIncomeOrLossGrp/RealAmt0-185847
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt023749
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt023749
IRS990/SavingsAndTempCashInvstGrp/BOYAmt080435
IRS990/SavingsAndTempCashInvstGrp/EOYAmt059390
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0746054628
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd08
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0WACO FOUNDATION
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt04956009
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0184120
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt03542069
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01598060
IRS990ScheduleD/EquipmentGrp/BookValueAmt019810
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01576
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt021386
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0384221
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt0273769
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0110452
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0145030
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt05096
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0150126
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt02263
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0162
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt02425
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01679401
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0LOAN FROM WACO FOUNDATION
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION AND ITS SUPPORTING ORGANIZATION ARE EXEMPT FROM FEDERAL INCOME TAX UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE ("IRC"). IN ACCORDANCE WITH IRC REGULATIONS, THE FOUNDATION IS TAXED ON UNRELATED BUSINESS INCOME, WHICH CONSISTS OF EARNINGS FROM ACTIVITIES NOT RELATED TO THE EXEMPT PURPOSE OF THE FOUNDATION. THE FOUNDATION ACCOUNTS FOR TAX UNCERTAINTIES BASED ON A MORE-LIKELY-THAN-NOT RECOGNITION THRESHOLD WHEREBY TAX BENEFITS ARE ONLY RECOGNIZED WHEN THE FOUNDATION BELIEVES THAT THEY HAVE A GREATER THAN 50% LIKELIHOOD OF BEING SUSTAINED UPON EXAMINATIONS BY TAXING AUTHORITIES. THE FOUNDATION HAS EVALUATED ALL ITS TAX POSITIONS AND DETERMINED THAT IT HAD NO UNCERTAIN INCOME TAX POSITIONS AS OF MARCH 31, 2025.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
IRS990ScheduleD/TotalBookValueLandBuildingsAmt05507333
IRS990ScheduleD/TotalLiabilityAmt01679401
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/CompensationCommitteeInd0X
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0228520
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1167499
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt023200
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt14917
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt06135
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt16135
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0ASHLEY ALLISON
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1ISABEL WEEDEN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0EXECUTIVE DIRECTOR

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$5,741,997
Liabilities
$1,750,812
Net assets
$3,991,185
Revenue
$3,182,179
Expenses
$44,483
Net income
$3,137,696
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.74$1.75$3.99$3.18$0.04$3.14
2023Summary only. Only limited summary data is available for this year.$0.13$0.00$0.13$0.46$2.77$3.23
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.35$0.00$3.35$0.11$0.30$0.20
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.73$0.00$3.73$0.44$0.26$0.18
2020Summary only. Only limited summary data is available for this year.$3.78$0.00$3.78$0.14$0.18$0.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.78$0.00$3.78$1.71$0.79$0.92
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.32$0.00$1.32$1.10$0.05$1.05
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.27$0.00$0.27$0.08$0.16$0.08
2016Detailed filing. Detailed filing data is available for this year.$0.35$0.00$0.35$0.34$0.11$0.24
2015Detailed filing. Detailed filing data is available for this year.$0.14$0.00$0.14$0.55$0.56$0.01
2014Summary only. Only limited summary data is available for this year.$0.21$0.00$0.21$0.32$0.28$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.24$0.00$0.24$1.13
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.47$0.00$0.47$1.04
2011Summary only. Only limited summary data is available for this year.$1.11$0.00$1.11$0.64$0.03$0.60
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.10$0.00$0.10$0.50