Civic Intelligence

David Weekley Family Foundation

990PF • Fiscal year 2015 • EIN 76-0324538

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 11, 2016

1111 North Post Oak RoadHouston, TX 77055

(713) 316-3470

Siviq Scores

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

Liabilities / Assets

7th percentile

0.00x

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

2015 filings • $100M-$250M nonprofits • Source year 2015

Liabilities / Revenue

7th percentile

0.00x

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

2015 filings • $100M-$250M nonprofits • Source year 2015

Net Margin

95th percentile

64%

Higher net margin than 95% of similar nonprofits.

2015 filings • $100M-$250M nonprofits • Source year 2015

Top Officer Pay

7th percentile

$0

Higher top officer pay than 7% of similar nonprofits.

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

2015 filings • $100M-$250M nonprofits • Source year 2015

Asset Growth

86th percentile

14%

Faster asset growth than 86% of similar nonprofits.

2015 filings • $100M-$250M nonprofits • Annualized from 2014 to 2015

Revenue Growth

21st percentile

-8.5%

Faster revenue growth than 21% of similar nonprofits.

2015 filings • $100M-$250M nonprofits • Annualized from 2014 to 2015

Assets

Up

$114,078,443

Up $13,880,209 (+14%) from 2014

Net Assets

$114,078,443

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2014

Revenue

Down

$22,580,110

Down $2,100,664 (-8.5%) from 2014

Expenses

Down

$8,189,987

Down $1,221,102 (-13%) from 2014

Net Income

Down

$14,390,123

Down $879,562 (-5.8%) from 2014

Historical Trend

Balance Sheet Trend

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

$200M$150M$100M$50M$0Assets 2011: $71,637,200Liabilities 2011: $02011Assets 2012: $73,982,189Liabilities 2012: $02012Assets 2013: $87,963,756Liabilities 2013: $875,0002013Assets 2014: $100,198,234Liabilities 2014: $02014Assets 2015: $114,078,443Liabilities 2015: $0Net Assets 2015: $114,078,4432015Assets 2016: $118,599,526Liabilities 2016: $0Net Assets 2016: $118,599,5262016Assets 2018: $122,221,548Liabilities 2018: $02018Assets 2019: $118,581,415Liabilities 2019: $0Net Assets 2019: $118,581,4152019Assets 2020: $125,065,220Liabilities 2020: $0Net Assets 2020: $125,065,2202020Assets 2021: $132,693,267Liabilities 2021: $0Net Assets 2021: $132,693,2672021Assets 2022: $143,162,551Liabilities 2022: $0Net Assets 2022: $143,162,5512022Assets 2023: $157,864,663Liabilities 2023: $0Net Assets 2023: $157,864,6632023Assets 2024: $172,581,145Liabilities 2024: $0Net Assets 2024: $172,581,1452024

Highlighted filing

2015

Assets$114,078,443
Liabilities$0
Net Assets$114,078,443

Operations Trend

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

$40M$20M$0-$20MRevenue 2011: $4,360,211Expenses 2011: $3,581,927Net Income 2011: $778,2842011Revenue 2012: $10,670,682Expenses 2012: $8,225,693Net Income 2012: $2,444,9892012Revenue 2013: $20,620,009Expenses 2013: $7,513,442Net Income 2013: $13,106,5672013Revenue 2014: $24,680,774Expenses 2014: $9,411,089Net Income 2014: $15,269,6852014Revenue 2015: $22,580,110Expenses 2015: $8,189,987Net Income 2015: $14,390,1232015Revenue 2016: $17,342,990Expenses 2016: $11,768,901Net Income 2016: $5,574,0892016Revenue 2018: $12,014,743Expenses 2018: $15,288,636Net Income 2018: -$3,273,8932018Revenue 2019: $15,382,555Expenses 2019: $16,949,381Net Income 2019: -$1,566,8262019Revenue 2020: $20,690,851Expenses 2020: $11,806,386Net Income 2020: $8,884,4652020Revenue 2021: $39,507,010Expenses 2021: $31,896,112Net Income 2021: $7,610,8982021Revenue 2022: $25,445,231Expenses 2022: $14,715,755Net Income 2022: $10,729,4762022Revenue 2023: $30,074,889Expenses 2023: $15,113,539Net Income 2023: $14,961,3502023Revenue 2024: $31,868,461Expenses 2024: $17,394,509Net Income 2024: $14,473,9522024

Highlighted filing

2015

Revenue$22,580,110
Expenses$8,189,987
Net Income$14,390,123
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 11, 2016
Return Version
2015v2.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
David M WeekleyPresident-$0--
Bonnie S WeekleySecretary-$0--
Robin Weekley BruceVice Pres.-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-General supportPCpurposes, TX, US$7,167,596
Filing and Contact Details

Filer

Filer Name
David Weekley Family Foundation
EIN
76-0324538
Phone
7133163470
Address
1111 North Post Oak Road, Houston, TX 77055

Signing Officer

Name
David M Weekley
Title
President
Signed
2016-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Blazek & Vetterling
Address
2900 Weslayan Suite 200, Houston, TX 77027-5132
Preparer
Jody Blazek
Phone
7134395739
Raw XML AppendixShowing 400 of 446 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/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm1Bryan
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm2Jersey City
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd1TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd2NJ
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0David M Weekley
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Bonnie S Weekley
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Robin Weekley Bruce
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Vice Pres.
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01111 N Post Oak Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11111 N Post Oak Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt21111 N Post Oak Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Houston
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Houston
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Houston
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.04336
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt049690
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt099772250
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt083447475
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt073762528
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt074005163
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.440498
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IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt07635824
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt07635824
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0true
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IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0true
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01111 North Post Oak Rd
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Houston
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd077005
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TX
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Patty Dettloff
IRS990PF/StatementsRegardingActyGrp/PhoneNum07133163470
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0The Foundation is a Christian faith-based foundation that impacts the world through both Christ-centered and secular organizations. In our philanthropy, we look for three fundamental principles in an organization: High Leverage; they accomplish a lot with a little. Scalable; they have the propensity to grow to impact millions of people. Sustainable; over time their model utilizes some type of self-generating revenue. Our focus is on enabling the materially poor to lift themselves out of poverty. We concentrate on increasing income and improving job opportunities in the Majority World. With greater income, people are better able to support their families by providing food, accessing healthcare, and pursuing education. By helping organizations fulfill these basic needs with market-based solutions, we strengthen societies and develop economies.In 2015, the director of international giving visited 11 different countries and conducted 54 site visits to thoroughly vet potential grantees.
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0The foundation engages nonprofit organization consulting firms to provide technical assistance to its grantees, including strategic planning, board development, financial planning, program evaluations and other support to improve their performance.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt0117935
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt0222024
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0David M Weekley
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1Bonnie S Weekley
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt07167596
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0General support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0See attachment
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0State and zipcode for e-filing
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0purposes
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd077055
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt07167596
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt05463216
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt017130949
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt05463216
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt03911254
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt02869938
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt04368222
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt04198475
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0389548
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0389548
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt07635824
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt02172608
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt017520497
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt015347889
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0David and Bonnie Weekley
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0819 Country Lane
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Houston
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0TX
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd077024
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt017130949
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt04152039
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0Marketable securities
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02015-12-16
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Legal fees
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt013944
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt013944
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0414288
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0PRI - Aavishkaar India Micro Cap Fund
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0414287
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0414287
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0509914
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Adjustment to reflect donated stock at tax basis
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Expenses for the benefit of charities
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1K-1 expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Website expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt078026
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt13036
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0316147
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt078026
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1322324
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt23036
OtherIncomeSchedule2/OtherIncomeDetail/Desc0K-1 Income
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0-205003
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-214327
OtherNotesLoansRcvblShortSch2/OtherNotesLoansRcvblShortGrp/BalanceDueAmt0125000
OtherNotesLoansRcvblShortSch2/OtherNotesLoansRcvblShortGrp/Organization501c3Name/BusinessNameLine1Txt0Krochet Kids International
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt20
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt30

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$173$0.00$173$31.9$17.4$14.5
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$158$0.00$158$30.1$15.1$15.0
2022Detailed filing. Detailed filing data is available for this year.$143$0.00$143$25.4$14.7$10.7
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$133$0.00$133$39.5$31.9$7.61
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$125$0.00$125$20.7$11.8$8.88
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$119$0.00$119$15.4$16.9$1.57
2018Summary only. Only limited summary data is available for this year.$122$0.00$12.0$15.3$3.27
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$119$0.00$119$17.3$11.8$5.57
2015Detailed filing. Detailed filing data is available for this year.$114$0.00$114$22.6$8.19$14.4
2014Summary only. Only limited summary data is available for this year.$100$0.00$24.7$9.41$15.3
2013Summary only. Only limited summary data is available for this year.$88.0$0.88$20.6$7.51$13.1
2012Summary only. Only limited summary data is available for this year.$74.0$0.00$10.7$8.23$2.44
2011Summary only. Only limited summary data is available for this year.$71.6$0.00$4.36$3.58$0.78
Peer Organizations

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