Civic Intelligence

Waco Foundation

990T • Fiscal year 2023 • EIN 74-6054628

Apr 01, 2022 to Mar 31, 2023 • Filed on Mar 18, 2024

Organization ProfileWWW.WACOFOUNDATION.ORG

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1224 Austin Ave 100Waco, TX 76701

(254) 754-3404

Siviq Scores

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Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

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No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$150M$100M$50M$0Assets 2010: $55,025,312Liabilities 2010: $241,004Net Assets 2010: $54,784,3082010Assets 2011: $61,725,230Liabilities 2011: $426,703Net Assets 2011: $61,298,5272011Assets 2012: $62,016,959Liabilities 2012: $689,845Net Assets 2012: $61,327,1142012Assets 2013: $67,590,980Liabilities 2013: $368,120Net Assets 2013: $67,222,8602013Assets 2014: $74,372,771Liabilities 2014: $537,572Net Assets 2014: $73,835,1992014Assets 2015: $76,106,456Liabilities 2015: $456,986Net Assets 2015: $75,649,4702015Assets 2016: $70,946,578Liabilities 2016: $588,498Net Assets 2016: $70,358,0802016Assets 2017: $80,143,111Liabilities 2017: $590,268Net Assets 2017: $79,552,8432017Assets 2018: $86,773,265Liabilities 2018: $547,920Net Assets 2018: $86,225,3452018Assets 2019: $97,060,627Liabilities 2019: $521,500Net Assets 2019: $96,539,1272019Assets 2020: $87,878,638Liabilities 2020: $572,667Net Assets 2020: $87,305,9712020Assets 2021: $115,989,579Liabilities 2021: $448,774Net Assets 2021: $115,540,8052021Assets 2022: $132,771,840Liabilities 2022: $939,335Net Assets 2022: $131,832,5052022Assets 2023: $127,546,392Liabilities 2023: $1,155,239Net Assets 2023: $126,391,1532023Assets 2025: $148,387,558Liabilities 2025: $826,854Net Assets 2025: $147,560,7042025

Latest loaded filing

2025

Assets$148,387,558
Liabilities$826,854
Net Assets$147,560,704
Open 2025 Filing

Operations Trend

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

$30M$20M$10M$0-$10MExpenses 2010: $3,908,6182010Revenue 2011: $4,222,140Expenses 2011: $4,585,947Net Income 2011: -$363,8072011Expenses 2012: $5,134,8672012Expenses 2013: $4,284,3762013Revenue 2014: $11,163,327Expenses 2014: $7,129,192Net Income 2014: $4,034,1352014Revenue 2015: $10,152,652Expenses 2015: $4,734,790Net Income 2015: $5,417,8622015Revenue 2016: $5,387,276Expenses 2016: $4,919,242Net Income 2016: $468,0342016Revenue 2017: $9,648,626Expenses 2017: $4,929,217Net Income 2017: $4,719,4092017Revenue 2018: $8,593,413Expenses 2018: $4,872,889Net Income 2018: $3,720,5242018Revenue 2019: $15,604,607Expenses 2019: $5,602,978Net Income 2019: $10,001,6292019Revenue 2020: $20,305,628Expenses 2020: $8,514,402Net Income 2020: $11,791,2262020Revenue 2021: $8,908,496Expenses 2021: $6,753,791Net Income 2021: $2,154,7052021Revenue 2022: $26,486,121Expenses 2022: $7,239,601Net Income 2022: $19,246,5202022Revenue 2023: $11,751,252Expenses 2023: $7,522,031Net Income 2023: $4,229,2212023Revenue 2025: $16,820,955Expenses 2025: $12,499,829Net Income 2025: $4,321,1262025

Latest loaded filing

2025

Revenue$16,820,955
Expenses$12,499,829
Net Income$4,321,126
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2022 to Mar 31, 2023
Signed
Mar 18, 2024
Return Version
2022v7.0
Mission and Program Overview

Mission

The mission of waco foundation is to promote solutions to community challenges, strengthen local nonprofits, engage philanthropists and manage charitable assets in order to improve quality of life in mclennan county.

Filing and Contact Details

Filer

Filer Name
Waco Foundation
EIN
74-6054628
Phone
2547543404
Address
1224 AUSTIN AVE 100, WACO, TX 76701

Signing Officer

Name
Ashley Allison
Title
Executive Director
Phone
2547543404
Signed
2024-03-18
Discuss with paid preparer
Yes

Preparer

Firm
Jaynes Reitmeier Boyd & Therrell Pc
Address
5400 BOSQUE BLVD STE 600, WACO, TX 76710-4459
Preparer
Nancy a Livingston
Phone
2547764190
Raw XML Appendix123 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.

Path#Value
IRS1041ScheduleD/DiffOfSmallerAmt02800
IRS1041ScheduleD/DiffOfSmllrPlusSmllrOfCalcAmt07063
IRS1041ScheduleD/EstateOrTrustCapGainOrLossGrp/NetLongTermGainOrLossGrp/TotalForYearAmt012422
IRS1041ScheduleD/EstateOrTrustCapGainOrLossGrp/TotalNetGainOrLossAmt012422
IRS1041ScheduleD/Form4797GainOrLossAmt018553
IRS1041ScheduleD/GainLessIncludedAmt012422
IRS1041ScheduleD/GainPlusDividendsAmt012422
IRS1041ScheduleD/InvestmentIncomeElectionAmt00
IRS1041ScheduleD/NetGainsTaxAmt00
IRS1041ScheduleD/NetIncomeMinusSmallerAmt09622
IRS1041ScheduleD/NetLTCapitalGainOrLossAmt012422
IRS1041ScheduleD/NetLTGainOrLossFromSchK1Amt0-6131
IRS1041ScheduleD/NetSmallerAmt00
IRS1041ScheduleD/SmallerGainAmt012422
IRS1041ScheduleD/SmallerOfCalcAmt04263
IRS1041ScheduleD/SmallerTaxableIncmOrAllowedAmt02800
IRS1041ScheduleD/SmallerTaxableIncomeOrNetAmt07063
IRS1041ScheduleD/SmallerTimesPercentAmt0639
IRS1041ScheduleD/SmllrTxblIncmOrOthAllowedAmt07063
IRS1041ScheduleD/SmllrTxiOrAllwLessSmllrAmt04263
IRS1041ScheduleD/TaxableIncomeAmt07063
IRS1041ScheduleD/TaxableIncomeLessGainAmt00
IRS1041ScheduleD/TaxAmt0639
IRS1041ScheduleD/TaxOnTaxableIncomeAmt01310
IRS1041ScheduleD/TaxPlusTimePercentAmt0639
IRS1041ScheduleD/TotalCapitalGainOrLossGrp/NetLongTermGainOrLossGrp/TotalForYearAmt012422
IRS1041ScheduleD/TotalCapitalGainOrLossGrp/TotalNetGainOrLossAmt012422
IRS1041ScheduleD/TxiLessGainPlusDiffOfSmllAmt02800
IRS990T/AddressChangeInd0X
IRS990T/BooksInCareOfDetail/PersonNm0ASHLEY ALLISON
IRS990T/BooksInCareOfDetail/PhoneNum02547543404
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt01224 AUSTIN AVE SUITE 100
IRS990T/BooksInCareOfDetail/USAddress/CityNm0WACO
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd076701
IRS990T/BookValueAssetsEOYAmt0127546392
IRS990T/ChangeInMethodOfAccountingInd00
IRS990T/CharitableContributionsDedAmt00
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form1041ScheduleDInd0X
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cTrustInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OverpaymentSection/AppliedToESTaxAmt0198
IRS990T/OverpaymentSection/OverpaymentAmt0198
IRS990T/OverpaymentSection/RefundAmt00
IRS990T/PaidTaxLiabilityAmt00
IRS990T/PriorYearOverpaymentCreditAmt0837
IRS990TScheduleA/CapitalGainNetIncomeAmt012422
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/OtherDeductionsAmt08790
IRS990TScheduleA/PrincipalBusinessActivityCd0211100
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt08790
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt04431
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt016853
IRS990TScheduleA/TotUnrltTrdBusIncmAmt016853
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0INVESTMENT IN PASSTHROUGH PARTNERSHIPS
IRS990TScheduleA/UBIBeforeNOLDedAmt08063
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt08063
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableTrustAmt0639
IRS990T/TaxLessCreditsAmt0639
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt0837
IRS990T/TotalTaxAmt0639
IRS990T/TotalTaxComputationAmt0639
IRS990T/TotalUBTIAmt07063
IRS990T/TotalUBTIBeforeNOLSpecificAmt08063
IRS990T/TotalUBTIBeforeSection199AAmt08063
IRS990T/TotalUBTIComputedAmt08063
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ASHLEY ALLISON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02547543404
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-03-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WACO FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WACO
ReturnHeader/Filer/EIN0746054628
ReturnHeader/Filer/PhoneNum02547543404
ReturnHeader/Filer/USAddress/AddressLine1Txt01224 AUSTIN AVE 100
ReturnHeader/Filer/USAddress/CityNm0WACO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd076701
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0742533381
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JAYNES REITMEIER BOYD & THERRELL PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05400 BOSQUE BLVD STE 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WACO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0767104459
ReturnHeader/PreparerPersonGrp/PhoneNum02547764190
ReturnHeader/PreparerPersonGrp/PreparationDt02024-02-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NANCY A LIVINGSTON
ReturnHeader/ReturnTs02024-03-19T08:28:57-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ASHLEY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ALLISON
ReturnHeader/TaxPeriodBeginDt02022-04-01
ReturnHeader/TaxPeriodEndDt02023-03-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$148$0.83$148$16.8$12.5$4.32
2023Summary only. Only limited summary data is available for this year.$128$1.16$126$11.8$7.52$4.23
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.
2022Detailed filing. Detailed filing data is available for this year.$133$0.94$132$26.5$7.24$19.2
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$116$0.45$116$8.91$6.75$2.15
2020Detailed filing. Detailed filing data is available for this year.$87.9$0.57$87.3$20.3$8.51$11.8
2019Detailed filing. Detailed filing data is available for this year.$97.1$0.52$96.5$15.6$5.60$10.0
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$86.8$0.55$86.2$8.59$4.87$3.72
2017Detailed filing. Detailed filing data is available for this year.$80.1$0.59$79.6$9.65$4.93$4.72
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$70.9$0.59$70.4$5.39$4.92$0.47
2015Detailed filing. Detailed filing data is available for this year.$76.1$0.46$75.6$10.2$4.73$5.42
2014Detailed filing. Detailed filing data is available for this year.$74.4$0.54$73.8$11.2$7.13$4.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$67.6$0.37$67.2$4.28
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$62.0$0.69$61.3$5.13
2011Summary only. Only limited summary data is available for this year.$61.7$0.43$61.3$4.22$4.59$0.36
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$55.0$0.24$54.8$3.91