Civic Intelligence

The James Phillips Williams Memorial Foundation

990 • Fiscal year 2018 • EIN 75-2066135

Jan 01, 2018 to Dec 31, 2018 • Filed on Jul 22, 2019

Organization ProfileWWW.JPWLEARNINGCENTER.COM
403 W Washington DrSan Angelo, TX 76903

(325) 655-2331

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.01x

Higher debt load relative to assets than 62% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

63rd percentile

0.01x

Higher debt load relative to revenue than 63% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

55th percentile

5.3%

Higher net margin than 55% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

89th percentile

$37,322

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 19.4% of source-year revenue.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

58th percentile

5.9%

Faster asset growth than 58% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

80th percentile

33%

Faster revenue growth than 80% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Up

$176,874

Up $9,886 (+5.9%) from 2017

Net Assets

Up

$175,491

Up $10,152 (+6.1%) from 2017

Liabilities

Down

$1,383

Down $266 (-16%) from 2017

Revenue And Expenses
Liabilities / Revenue63rd percentileNet Margin55th percentile

Revenue

Up

$192,401

Up $47,279 (+33%) from 2017

Expenses

Up

$182,249

Up $20,408 (+13%) from 2017

Net Income

Up

$10,152

Up $26,871 (+161%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

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

$600K$400K$200K$0Assets 2011: $170,945Net Assets 2011: $170,9452011Assets 2012: $185,125Liabilities 2012: $446Net Assets 2012: $184,6792012Assets 2013: $188,430Liabilities 2013: $576Net Assets 2013: $187,8542013Assets 2014: $196,702Liabilities 2014: $734Net Assets 2014: $195,9682014Assets 2015: $194,208Liabilities 2015: $984Net Assets 2015: $193,2242015Assets 2016: $183,027Liabilities 2016: $969Net Assets 2016: $182,0582016Assets 2017: $166,988Liabilities 2017: $1,649Net Assets 2017: $165,3392017Assets 2018: $176,874Liabilities 2018: $1,383Net Assets 2018: $175,4912018Assets 2019: $169,514Liabilities 2019: $0Net Assets 2019: $169,5142019Assets 2020: $164,916Liabilities 2020: $48Net Assets 2020: $164,8682020Assets 2021: $297,674Liabilities 2021: $311Net Assets 2021: $297,3632021Assets 2022: $362,426Liabilities 2022: $1,942Net Assets 2022: $360,4842022Assets 2023: $452,444Liabilities 2023: $0Net Assets 2023: $452,4442023Assets 2024: $464,235Liabilities 2024: $0Net Assets 2024: $464,2352024

Highlighted filing

2018

Assets$176,874
Liabilities$1,383
Net Assets$175,491
Open 2018 Filing

Operations Trend

Revenue Growth80th percentile

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

$400K$300K$200K$100K$0-$100KRevenue 2011: $64,366Expenses 2011: $75,290Net Income 2011: -$10,9242011Revenue 2012: $102,796Expenses 2012: $89,062Net Income 2012: $13,7342012Revenue 2013: $120,652Expenses 2013: $117,477Net Income 2013: $3,1752013Revenue 2014: $143,696Expenses 2014: $135,582Net Income 2014: $8,1142014Revenue 2015: $154,025Expenses 2015: $156,769Net Income 2015: -$2,7442015Revenue 2016: $138,179Expenses 2016: $149,345Net Income 2016: -$11,1662016Revenue 2017: $145,122Expenses 2017: $161,841Net Income 2017: -$16,7192017Revenue 2018: $192,401Expenses 2018: $182,249Net Income 2018: $10,1522018Revenue 2019: $163,828Expenses 2019: $169,805Net Income 2019: -$5,9772019Revenue 2020: $130,669Expenses 2020: $135,315Net Income 2020: -$4,6462020Revenue 2021: $318,880Expenses 2021: $186,385Net Income 2021: $132,4952021Revenue 2022: $275,578Expenses 2022: $212,457Net Income 2022: $63,1212022Revenue 2023: $326,567Expenses 2023: $234,607Net Income 2023: $91,9602023Revenue 2024: $235,315Expenses 2024: $223,524Net Income 2024: $11,7912024

Highlighted filing

2018

Revenue$192,401
Expenses$182,249
Net Income$10,152
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Jul 22, 2019
Return Version
2018v3.1
Gross Receipts
$213,750
Mission and Program Overview

Mission

To provide opportunity for alternative educational instruction for those children or adults who are experiencing difficulties as a result of dyslexia and/or other learning differences.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$165,339$175,491▲ $10,152
Land, Buildings, and Equipment, Net$100,357$99,272▼ $1,085
Savings and Temporary Cash Investments$49,788$60,286▲ $10,498
Cash and Non-Interest-Bearing Accounts$16,806$17,279▲ $473
Accounts Receivable$37$37→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$166,988$176,874▲ $9,886
Liabilities
Accounts Payable and Accrued Expenses$1,649$1,383▼ $266
Total Liabilities$1,649$1,383▼ $266
Net Assets / Fund Balance
Total Net Assets Fund Balance$165,339$175,491▲ $10,152
Total Liabilities and Net Assets / Fund Balance$166,988$176,874▲ $9,886

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$99,157$55,068$154,225
Other Land Buildings$115$11,455$11,570
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Mary Ann CochranExecutive DirectorPT$37,322$37,322

Board Members and Trustees

NameTitle
Judie EnglishPresident
Libby GrafaVice President
Ann WilliamsFounder
Carla MorrisMember
Mo SoupisetMember
Raelye SelfMember
James FreemanSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$42,841
Program Service Revenue
$143,896
Investment Income
$1,022
Other Revenue
$4,642
All Other Contributions
$12,616
Change in Net Assets
$10,152
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$122,578
Salaries, Compensation, and Employee Benefits$59,671
Total Fundraising Expense$5,015
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$26,125$9,331$1,866$37,322
Other Salaries and Wages$18,135--$18,135
Travel$11,961--$11,961
Fees for Services Accounting$3,007$3,007$3,006$9,020
Occupancy$8,345--$8,345
Office Expenses$7,917--$7,917
All Other Expenses$5,406--$5,406
Payroll Taxes$3,357$714$143$4,214
Depreciation Depletion$3,950--$3,950
Other Expenses$3,473--$3,473
Insurance$2,880--$2,880
Fees for Service Investment Mgmnt Fees$230$231-$461
Total Functional Expenses$163,951$13,283$5,015$182,249
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$25,991
Fundraising Direct Expenses$21,349
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Cook Book Gala$37,160$16,899$15,629$1,270
100 FOR $100$11,931$9,091$4,231$4,860
Total Events$56,216$25,990$21,349$4,641
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
No
Other officer compensation reviewed
No
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 B, Line 11B

“The board of directors review the annual form 990/990ez at a regularly scheduled meeting after the form has been electronically filed.”

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

“A written conflict of interest policy is maintained at the foundation office. Employees, volunteers and board members are required to apply this policy to each individual who serves the foundation.”

Form 990, Part VI, Section C, Line 18

“The foundation's form 990/9900ez is available for public inspection upon request made to the executive director or board members of the foundation. The foundation has never denied a request for public inspection of form 990/990-ez.”

Form 990, Part VI, Section C, Line 19

“The foundation's governing documents, conflict of interest policy and financial statements are available upon request made to the executive director or board members of the foundation.”

Filing and Contact Details

Filer

Filer Name
James Phillips Williams Mem Foundation
EIN
75-2066135
Phone
3256552331
Address
403 W WASHINGTON DR, SAN ANGELO, TX 76903

Signing Officer

Name
Mary Ann Cochran
Title
Executive Director
Phone
3256552331
Signed
2019-07-22
Discuss with paid preparer
Yes

Organization Details

Formed
2004
Legal Domicile
TX
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
0

Preparer

Firm
Armstrong Backus & Co Llp
Address
P O BOX 71, SAN ANGELO, TX 76902
Preparer
Gary D Summers CPA
Phone
3256536854
Raw XML AppendixShowing 400 of 424 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt01649
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt01383
IRS990/AccountsReceivableGrp/BOYAmt037
IRS990/AccountsReceivableGrp/EOYAmt037
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE OPPORTUNITY FOR ALTERNATIVE EDUCATIONAL INSTRUCTION FOR THOSE CHILDREN OR ADULTS WHO ARE EXPERIENCING DIFFICULTIES AS A RESULT OF DYSLEXIA AND/OR OTHER LEARNING DIFFERENCES.
IRS990/AllAffiliatesIncludedInd01
IRS990/AllOtherContributionsAmt012616
IRS990/AllOtherExpensesGrp/ProgramServicesAmt05406
IRS990/AllOtherExpensesGrp/TotalAmt05406
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0MARY ANN COCHRAN
IRS990/BooksInCareOfDetail/PhoneNum03256552331
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0403 W WASHINGTON DRIVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0SAN ANGELO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990/BooksInCareOfDetail/USAddress/ZIPCd076903
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt016806
IRS990/CashNonInterestBearingGrp/EOYAmt017279
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt01866
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt09331
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt026125
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt037322
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContriRptFundraisingEventAmt030225
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt042841
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt01022
IRS990/CYOtherExpensesAmt0122578
IRS990/CYOtherRevenueAmt04642
IRS990/CYProgramServiceRevenueAmt0143896
IRS990/CYRevenuesLessExpensesAmt010152
IRS990/CYSalariesCompEmpBnftPaidAmt059671
IRS990/CYTotalExpensesAmt0182249
IRS990/CYTotalFundraisingExpenseAmt05015
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0192401
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ProgramServicesAmt03950
IRS990/DepreciationDepletionGrp/TotalAmt03950
IRS990/Desc0TEACHER TRAINING
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt013489
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/FundraisingAmt03006
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt03007
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt03007
IRS990/FeesForServicesAccountingGrp/TotalAmt09020
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt0231
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt0230
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0461
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt720.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/PersonNm0JUDIE ENGLISH
IRS990/Form990PartVIISectionAGrp/PersonNm1LIBBY GRAFA
IRS990/Form990PartVIISectionAGrp/PersonNm2JAMES FREEMAN
IRS990/Form990PartVIISectionAGrp/PersonNm3CARLA MORRIS
IRS990/Form990PartVIISectionAGrp/PersonNm4RAELYE SELF
IRS990/Form990PartVIISectionAGrp/PersonNm5MO SOUPISET
IRS990/Form990PartVIISectionAGrp/PersonNm6ANN WILLIAMS
IRS990/Form990PartVIISectionAGrp/PersonNm7MARY ANN COCHRAN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt737322
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6FOUNDER
IRS990/Form990PartVIISectionAGrp/TitleTxt7EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02004
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt030225
IRS990/FundraisingDirectExpensesAmt021349
IRS990/FundraisingGrossIncomeAmt025991
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantAmt00
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0213750
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt02880
IRS990/InsuranceGrp/TotalAmt02880
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01022
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt01022
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt066523
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0100357
IRS990/LandBldgEquipBasisNetGrp/EOYAmt099272
IRS990/LandBldgEquipCostOrOtherBssAmt0165795
IRS990/LegalDomicileStateCd0TX
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE OPPORTUNITY FOR ALTERNATIVE EDUCATIONAL INSTRUCTION FOR THOSE CHILDREN OR ADULTS WHO ARE EXPERIENCING DIFFICULTIES AS A RESULT OF DYSLEXIA AND/OR OTHER LEARNING DIFFERENCES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0165339
IRS990/NetAssetsOrFundBalancesEOYAmt0175491
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt04642
IRS990/NetIncmFromFundraisingEvtGrp/UnrelatedBusinessRevenueAmt04642
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoncashContributionsAmt02782
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt08345
IRS990/OccupancyGrp/TotalAmt08345
IRS990/OfficeExpensesGrp/ProgramServicesAmt07917
IRS990/OfficeExpensesGrp/TotalAmt07917
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0TRAINING MATERIALS
IRS990/OtherExpensesGrp/Desc1DIAGNOSTIC TESTING
IRS990/OtherExpensesGrp/Desc2TEACHER TRAINING
IRS990/OtherExpensesGrp/Desc3BAD DEBT WRITE OFFS
IRS990/OtherExpensesGrp/ProgramServicesAmt040636
IRS990/OtherExpensesGrp/ProgramServicesAmt115040
IRS990/OtherExpensesGrp/ProgramServicesAmt213489
IRS990/OtherExpensesGrp/ProgramServicesAmt33473
IRS990/OtherExpensesGrp/TotalAmt040636
IRS990/OtherExpensesGrp/TotalAmt115040
IRS990/OtherExpensesGrp/TotalAmt213489
IRS990/OtherExpensesGrp/TotalAmt33473
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt018135
IRS990/OtherSalariesAndWagesGrp/TotalAmt018135
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt0143
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0714
IRS990/PayrollTaxesGrp/ProgramServicesAmt03357
IRS990/PayrollTaxesGrp/TotalAmt04214
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/ProfessionalFundraisingInd01
IRS990/ProgramServiceRevenueGrp/BusinessCd0624100
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM SERVICES REVEN
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0143896
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0143896
IRS990/ProgSrvcAccomActy2Grp/Desc0TRAINING MATERIALS
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt040636
IRS990/ProgSrvcAccomActy2Grp/GrantAmt00
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt040367
IRS990/ProgSrvcAccomActy3Grp/Desc0DIAGNOSTIC TESTING
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt015040
IRS990/ProgSrvcAccomActy3Grp/GrantAmt00
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt012910
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt094786
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt05617
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt00
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt00
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt00
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt00
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt010152
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt085002
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0165339
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0175491
IRS990/SavingsAndTempCashInvstGrp/BOYAmt049788
IRS990/SavingsAndTempCashInvstGrp/EOYAmt060286
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0212748
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0178306
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0156715
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0174433
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0169893
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0892095
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01022
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01019
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0161
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0163
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0904
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt03269
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99630
IRS990ScheduleA/PublicSupportPY170Pct00.99730
IRS990ScheduleA/PublicSupportTotal170Amt0892095
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0212748
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0178306
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0156715
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0174433
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0169893
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0892095
IRS990ScheduleA/TotalSupportAmt0895364
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt099157
IRS990ScheduleD/BuildingsGrp/DepreciationAmt055068
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0154225
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0115
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt011455
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt011570
IRS990ScheduleD/TotalBookValueLandBuildingsAmt099272
IRS990ScheduleG/AgrmtProfFundraisingActyInd00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt030226
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt02840
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt020261
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt07125
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt021349
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0100 FOR $100
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0COOK BOOK GALA
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt011931
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt037160
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt07125
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt056216
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt09091
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt016899
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt025990
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt04641
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt01489
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt021349
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt04231
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt015629
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleG/MailSolicitationsInd0X
IRS990ScheduleG/SolicitationOfGovtGrantsInd0X
IRS990ScheduleG/SolicitationOfNonGovtGrantsInd0X
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD OF DIRECTORS REVIEW THE ANNUAL FORM 990/990EZ AT A REGULARLY SCHEDULED MEETING AFTER THE FORM HAS BEEN ELECTRONICALLY FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A WRITTEN CONFLICT OF INTEREST POLICY IS MAINTAINED AT THE FOUNDATION OFFICE. EMPLOYEES, VOLUNTEERS AND BOARD MEMBERS ARE REQUIRED TO APPLY THIS POLICY TO EACH INDIVIDUAL WHO SERVES THE FOUNDATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FOUNDATION'S FORM 990/9900EZ IS AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST MADE TO THE EXECUTIVE DIRECTOR OR BOARD MEMBERS OF THE FOUNDATION. THE FOUNDATION HAS NEVER DENIED A REQUEST FOR PUBLIC INSPECTION OF FORM 990/990-EZ.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FOUNDATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST MADE TO THE EXECUTIVE DIRECTOR OR BOARD MEMBERS OF THE FOUNDATION.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0166988
IRS990/TotalAssetsEOYAmt0176874
IRS990/TotalAssetsGrp/BOYAmt0166988
IRS990/TotalAssetsGrp/EOYAmt0176874
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt042841
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt05015
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt013283
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0163951
IRS990/TotalFunctionalExpensesGrp/TotalAmt0182249
IRS990/TotalGrossUBIAmt05664
IRS990/TotalLiabilitiesBOYAmt01649
IRS990/TotalLiabilitiesEOYAmt01383
IRS990/TotalLiabilitiesGrp/BOYAmt01649
IRS990/TotalLiabilitiesGrp/EOYAmt01383
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0165339
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0175491
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt094786
IRS990/TotalOtherProgSrvcRevenueAmt05617
IRS990/TotalProgramServiceExpensesAmt0163951
IRS990/TotalProgramServiceRevenueAmt0143896
IRS990/TotalReportableCompFromOrgAmt037322
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0143896
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0192401
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt05664
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0166988
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0176874
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt011961
IRS990/TravelGrp/TotalAmt011961
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0403 W WASHINGTON DR
IRS990/USAddress/CityNm0SAN ANGELO
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd076903
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0WWW.JPWLEARNINGCENTER.COM
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARY ANN COCHRAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum03256552331
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-07-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JAMES PHILLIPS WILLIAMS MEM FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JAME
ReturnHeader/Filer/EIN0752066135
ReturnHeader/Filer/PhoneNum03256552331

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$176,874
Liabilities
$1,383
Net assets
$175,491
Revenue
$192,401
Expenses
$182,249
Net income
$10,152
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.64$0.00$4.64$2.35$2.24$0.12
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.52$0.00$4.52$3.27$2.35$0.92
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.62$0.02$3.60$2.76$2.12$0.63
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.98$0.00$2.97$3.19$1.86$1.32
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.65$0.00$1.65$1.31$1.35$0.05
2019Detailed filing. Detailed filing data is available for this year.$1.70$0.00$1.70$1.64$1.70$0.06
2018Detailed filing. Detailed filing data is available for this year.$1.77$0.01$1.75$1.92$1.82$0.10
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.67$0.02$1.65$1.45$1.62$0.17
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.83$0.01$1.82$1.38$1.49$0.11
2015Detailed filing. Detailed filing data is available for this year.$1.94$0.01$1.93$1.54$1.57$0.03
2014Detailed filing. Detailed filing data is available for this year.$1.97$0.01$1.96$1.44$1.36$0.08
2013Detailed filing. Detailed filing data is available for this year.$1.88$0.01$1.88$1.21$1.17$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.85$0.00$1.85$1.03$0.89$0.14
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.71$1.71$0.64$0.75$0.11