Civic Intelligence

King William Foundation

990EZ • Fiscal year 2019 • EIN 81-5199020

Jan 01, 2019 to Dec 31, 2019 • Filed on Oct 26, 2020

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

92nd percentile

0.68x

Higher debt load relative to assets than 92% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

97th percentile

1.54x

Higher debt load relative to revenue than 97% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

55th percentile

5.6%

Higher net margin than 55% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

51st percentile

2.6%

Faster asset growth than 51% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

7th percentile

-62%

Faster revenue growth than 7% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets92nd percentile

Assets

Up

$110,035

Up $2,814 (+2.6%) from 2018

Net Assets

Up

$109,971

Up $2,750 (+2.6%) from 2018

Liabilities

Up

$75,000

Up $75,000 from 2018

Revenue And Expenses
Liabilities / Revenue97th percentileNet Margin55th percentile

Revenue

Down

$48,735

Down $80,343 (-62%) from 2018

Expenses

Down

$45,985

Down $318 (-0.7%) from 2018

Net Income

Down

$2,750

Down $80,025 (-97%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

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

2019

Assets$110,035
Liabilities$75,000
Net Assets$109,971
Open 2019 Filing

Operations Trend

Revenue Growth7th percentile

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

2019

Revenue$48,735
Expenses$45,985
Net Income$2,750
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 26, 2020
Return Version
2019v5.0
Gross Receipts
$100,784
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 Pay77th 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$100,784$100,784$52,049$48,735
Total Events$100,784$100,784$52,049$48,735
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
2020-10-26
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Other Expenses.1012

“Insurance $3033”

Other Expenses.1

“CONTRACT SERVICES $39470”

Other Expenses.2

“LICENSES AND FEES $2079”

Other Expenses.3

“SUPPLIES $1343”

Other Expenses.4

“BANK FEES $60”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $0 Accounts Payable and Accrued Expenses - Ending $75000”

Raw XML Appendix159 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/BOYAmt0107221
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0110035
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02750
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0107221
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0110035
IRS990EZ/FundraisingGrossIncomeAmt0100784
IRS990EZ/GrossReceiptsAmt0100784
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0107221
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0109971
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0107221
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt035035
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/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt045985
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/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt052049
IRS990EZ/SpecialEventsNetIncomeLossAmt048735
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0TX
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt075000
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt045985
IRS990EZ/TotalRevenueAmt048735
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/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0KING WILLIAM ASSOCIATION
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt052049
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FBA TICKET SALES
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0100784
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0100784
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0100784
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0100784
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt048735
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt052049
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt052049
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $3033
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CONTRACT SERVICES $39470
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2LICENSES AND FEES $2079
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SUPPLIES $1343
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BANK FEES $60
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Accounts Payable and Accrued Expenses - Beginning $0 Accounts Payable and Accrued Expenses - Ending $75000
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Total Liabilities.1001
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LISA LYNDE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Dir.
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-26
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/PreparerPersonNm0CHRISTOPHER CARMONA CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-10-26T15:07:57-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$110,035
Liabilities
$75,000
Net assets
$109,971
Revenue
$48,735
Expenses
$45,985
Net income
$2,750
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