Civic Intelligence

King William Foundation

990EZ • Fiscal year 2018 • EIN 81-5199020

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 15, 2019

Organization ProfileN/A
122 MadisonSan Antonio, TX 78204

(210) 277-8786

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

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

Liabilities / Revenue

56th percentile

0.00x

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

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

Net Margin

94th percentile

64%

Higher net margin than 94% of similar nonprofits.

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

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

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

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Balance Sheet
Liabilities / Assets57th percentile

Assets

$107,221

No earlier filing loaded for comparison.

Net Assets

$107,221

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin94th percentile

Revenue

$129,078

No earlier filing loaded for comparison.

Expenses

$46,303

No earlier filing loaded for comparison.

Net Income

$82,775

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$200K$150K$100K$50K$0Assets 2018: $107,221Liabilities 2018: $0Net Assets 2018: $107,2212018Assets 2019: $110,035Liabilities 2019: $75,000Net Assets 2019: $109,9712019Assets 2020: $107,699Liabilities 2020: $0Net Assets 2020: $107,6992020Assets 2021: $106,051Liabilities 2021: $0Net Assets 2021: $106,0512021Assets 2022: $120,013Liabilities 2022: $0Net Assets 2022: $120,0132022Assets 2023: $165,338Liabilities 2023: $0Net Assets 2023: $165,3382023Assets 2024: $179,741Net Assets 2024: $179,7412024

Highlighted filing

2018

Assets$107,221
Liabilities$0
Net Assets$107,221
Open 2018 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$150K$100K$50K$0-$50KRevenue 2018: $129,078Expenses 2018: $46,303Net Income 2018: $82,7752018Revenue 2019: $48,735Expenses 2019: $45,985Net Income 2019: $2,7502019Revenue 2020: $0Expenses 2020: $1,741Net Income 2020: -$1,7412020Revenue 2021: $0Expenses 2021: $1,648Net Income 2021: -$1,6482021Revenue 2022: $70,683Expenses 2022: $56,721Net Income 2022: $13,9622022Revenue 2023: $48,133Expenses 2023: $2,808Net Income 2023: $45,3252023Revenue 2024: $16,189Expenses 2024: $1,786Net Income 2024: $14,4032024

Highlighted filing

2018

Revenue$129,078
Expenses$46,303
Net Income$82,775
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 15, 2019
Return Version
2018v3.1
Gross Receipts
$191,240
Mission and Program Overview

Mission

The foundation was established to support the king william association.

Program Services

DescriptionGrantsExpenses
N/A--
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JESSIE SIMPSONPresident-$0--
MEL LARACEYVice President-$0--
PATRICK CONROYSecretary-$0--
GLORIA P ARECCHITreasurer-$0--
LISA LYNDEExecutive Director-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fba Ticket Sales$116,304$116,304$62,162$54,142
Total Events$116,304$116,304$62,162$54,142
Filing and Contact Details

Filer

Filer Name
King William Foundation
EIN
81-5199020
Phone
2102778786
Address
122 MADISON, SAN ANTONIO, TX 78204

Signing Officer

Name
Lisa Lynde
Title
Executive Director
Signed
2019-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Schriver Carmona & Company Pllc
Address
7550 IH-10 Ste 504, SAN ANTONIO, TX 78229
Preparer
Derek Schriver CPA
Phone
2106800350
Supplemental Narrative

Additional Explanations

Other Expenses.1012

“Insurance $3241”

Other Expenses.1

“CONTRACT SERVICES $39625”

Other Expenses.2

“LICENSES AND FEES $2079”

Other Expenses.3

“SUPPLIES $1343”

Other Expenses.4

“BANK FEES $15”

Raw XML Appendix155 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0KING WILLIAM FOUNDATION
IRS990EZ/BooksInCareOfDetail/PhoneNum02102278786
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0122 MADISON
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN ANTONIO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd078204
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt024446
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0107221
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt074936
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt082775
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt024446
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0107221
IRS990EZ/FundraisingGrossIncomeAmt0116304
IRS990EZ/GrossReceiptsAmt0191240
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt024446
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0107221
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt024446
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0107221
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JESSIE SIMPSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MEL LARACEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2PATRICK CONROY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3GLORIA P ARECCHI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LISA LYNDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Executive Dir.
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt046303
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE FOUNDATION WAS ESTABLISHED TO SUPPORT THE KING WILLIAM ASSOCIATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0N/A
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt062162
IRS990EZ/SpecialEventsNetIncomeLossAmt054142
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0TX
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt046303
IRS990EZ/TotalRevenueAmt0129078
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
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/EIN0746091120
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0false
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0KING WILLIAM ASSOCIATION
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt062162
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FBA TICKET SALES
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0116304
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0116304
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0116304
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0116304
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt054142
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt062162
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt062162
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $3241
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CONTRACT SERVICES $39625
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2LICENSES AND FEES $2079
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SUPPLIES $1343
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BANK FEES $15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LISA LYNDE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Dir.
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KING WILLIAM FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0KING
ReturnHeader/Filer/EIN0815199020
ReturnHeader/Filer/PhoneNum02102778786
ReturnHeader/Filer/USAddress/AddressLine1Txt0122 MADISON
ReturnHeader/Filer/USAddress/CityNm0SAN ANTONIO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078204
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0273473554
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SCHRIVER CARMONA & COMPANY PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07550 IH-10 Ste 504
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN ANTONIO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd078229
ReturnHeader/PreparerPersonGrp/PhoneNum02106800350
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DEREK SCHRIVER CPA
ReturnHeader/ReturnTs02019-11-15T14:45:46-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$107,221
Liabilities
$0
Net assets
$107,221
Revenue
$129,078
Expenses
$46,303
Net income
$82,775
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.80$1.80$0.16$0.02$0.14
2023Detailed filing. Detailed filing data is available for this year.$1.65$0.00$1.65$0.48$0.03$0.45
2022Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.71$0.57$0.14
2021Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.00$0.02$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.00$0.02$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.10$0.75$1.10$0.49$0.46$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$1.29$0.46$0.83