Civic Intelligence

King William Foundation

990EZ • Fiscal year 2023 • EIN 81-5199020

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 14, 2024

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

58th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

98th percentile

94%

Higher net margin than 98% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

82nd percentile

38%

Faster asset growth than 82% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

18th percentile

-32%

Faster revenue growth than 18% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$165,338

Up $45,325 (+38%) from 2022

Net Assets

Up

$165,338

Up $45,325 (+38%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin98th percentile

Revenue

Down

$48,133

Down $22,550 (-32%) from 2022

Expenses

Down

$2,808

Down $53,913 (-95%) from 2022

Net Income

Up

$45,325

Up $31,363 (+225%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth82nd 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

2023

Assets$165,338
Liabilities$0
Net Assets$165,338
Open 2023 Filing

Operations Trend

Revenue Growth18th 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

2023

Revenue$48,133
Expenses$2,808
Net Income$45,325
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 14, 2024
Return Version
2023v5.1
Gross Receipts
$152,321
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 Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Brad ShawPresident-$0--
Leigh Anne LesterVice President-$0--
Kate CampbellSecretary-$0--
Mickey ConradTreasurer-$0--
LISA LYNDEExecutive DirectorFT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fba Ticket Sales$152,321$152,321$42,000$110,321
Total Events$152,321$152,321$104,188$48,133
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
Brad Shaw
Title
President
Signed
2024-11-14
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 $632”

Other Expenses.1

“LICENSES/PERMITS $1000”

Other Expenses.2

“DUES AND MEMBERSHIPS $26”

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
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IRS990EZ/BooksInCareOfDetail/PersonNm0KING WILLIAM FOUNDATION
IRS990EZ/BooksInCareOfDetail/PhoneNum02102278786
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN ANTONIO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd078204
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0120013
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IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt045325
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01150
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0120013
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt440.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Brad Shaw
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Leigh Anne Lester
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Kate Campbell
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Mickey Conrad
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/OtherExpensesTotalAmt01658
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/SpecialEventsDirectExpensesAmt0104188
IRS990EZ/SpecialEventsNetIncomeLossAmt048133
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0TX
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt02808
IRS990EZ/TotalRevenueAmt048133
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/DirectExpenseSummaryEventsAmt0104188
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FBA TICKET SALES
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt062188
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt062188
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0152321
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0152321
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0152321
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0152321
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt048133
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt042000
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt042000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $632
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1LICENSES/PERMITS $1000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DUES AND MEMBERSHIPS $26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Brad Shaw
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-14
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/IRSResponsiblePrtyInfoCurrInd0true
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/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-11-14T08:30:06-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$165,338
Liabilities
$0
Net assets
$165,338
Revenue
$48,133
Expenses
$2,808
Net income
$45,325
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