Civic Intelligence

Wilona Dyson Charitable Foundation

EIN 81-5434525 • 501(c)3 • The Woodlands, TX

Pub. 78 Eligible

Profile

To support keller williams associates and family with hardships and local charities

1401 Woodlands PkwyThe Woodlands, TX 77380

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

70th percentile

0.02x

Higher debt load relative to assets than 70% of similar nonprofits.

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

Liabilities / Revenue

76th percentile

0.03x

Higher debt load relative to revenue than 76% of similar nonprofits.

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

Net Margin

93rd percentile

65%

Higher net margin than 93% of similar nonprofits.

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

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

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

Asset Growth

88th percentile

62%

Faster asset growth than 88% of similar nonprofits.

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

Revenue Growth

39th percentile

-14%

Faster revenue growth than 39% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets70th percentile

Assets

Up

$38,595

Up $14,751 (+62%) from 2022

Liabilities

Flat

$750

Flat from 2022

Net Assets

Up

$37,845

Up $14,751 (+64%) from 2022

Operations
Liabilities / Revenue76th percentileNet Margin93rd percentile

Revenue

Down

$21,575

Down $3,414 (-14%) from 2022

Expenses

Down

$7,544

Down $28,153 (-79%) from 2022

Net Income

Up

$14,031

Up $24,739 (+231%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth88th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60K$40K$20K$0Assets 2017: $43,009Liabilities 2017: $02017Assets 2018: $33,694Liabilities 2018: $02018Assets 2019: $21,242Net Assets 2019: $21,2422019Assets 2020: $24,121Liabilities 2020: $0Net Assets 2020: $24,1212020Assets 2021: $27,785Liabilities 2021: $0Net Assets 2021: $27,7852021Assets 2022: $23,844Liabilities 2022: $750Net Assets 2022: $23,0942022Assets 2023: $38,595Liabilities 2023: $750Net Assets 2023: $37,8452023

Highlighted filing

2023

Assets$38,595
Liabilities$750
Net Assets$37,845
Open 2023 Filing

Operations Trend

Revenue Growth39th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2017: $104,303Expenses 2017: $61,294Net Income 2017: $43,0092017Revenue 2018: $88,598Expenses 2018: $94,733Net Income 2018: -$6,1352018Revenue 2019: $28,663Expenses 2019: $41,115Net Income 2019: -$12,4522019Revenue 2020: $33,166Expenses 2020: $30,287Net Income 2020: $2,8792020Revenue 2021: $19,053Expenses 2021: $15,389Net Income 2021: $3,6642021Revenue 2022: $24,989Expenses 2022: $35,697Net Income 2022: -$10,7082022Revenue 2023: $21,575Expenses 2023: $7,544Net Income 2023: $14,0312023

Highlighted filing

2023

Revenue$21,575
Expenses$7,544
Net Income$14,031
Open 2023 Filing

Filings

Most recent year

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

Open filing
Assets
$38,595
Liabilities
$750
Net assets
$37,845
Revenue
$21,575
Expenses
$7,544
Net income
$14,031
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.39$0.01$0.38$0.22$0.08$0.14
2022Detailed filing. Detailed filing data is available for this year.$0.24$0.01$0.23$0.25$0.36$0.11
2021Detailed filing. Detailed filing data is available for this year.$0.28$0.00$0.28$0.19$0.15$0.04
2020Detailed filing. Detailed filing data is available for this year.$0.24$0.00$0.24$0.33$0.30$0.03
2019Detailed filing. Detailed filing data is available for this year.$0.21$0.21$0.29$0.41$0.12
2018Summary only. Only limited summary data is available for this year.$0.34$0.00$0.89$0.95$0.06
2017Summary only. Only limited summary data is available for this year.$0.43$0.00$1.04$0.61$0.43
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Feb 3, 2025
Return Version
2023v6.0
Gross Receipts
$26,490
Mission and Program Overview

Mission

To support local charities and keller williams associates and family undergoing hardships

Program Services

DescriptionGrantsExpenses
TO SUPPORT LOCAL CHARITIES AND KELLER WILLIAMS ASSOCIATES AND FAMILY UNDERGOING HARDSHIPS--
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TERESA SARTINPresidentPT$0--
JANELL CALLIHANVice PresidentPT$0--
JEREMY LARKINSecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
Wilona Dyson Charitable Foundation
EIN
81-5434525
Phone
7137248685
Address
1401 WOODLANDS PKWY, THE WOODLANDS, TX 77380

Signing Officer

Name
Teresa Sartin
Title
President
Signed
2025-02-03
Discuss with paid preparer
Yes

Preparer

Firm
Emergy Tax
Address
150 Pine Forest Drive Ste 304, The Woodlands, TX 77384
Preparer
John Bracchini EA
Phone
2816736374
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $96”

Other Expenses.1012

“Insurance $176”

Other Expenses.1

“SOFTWARE EXPENSE $1376”

Other Expenses.2

“BANK FEES $659”

Other Expenses.3

“RENT $518”

Other Assets.1005

“Accounts Receivable - Beginning $1008 Accounts Receivable - Ending $6023”

Other Assets.1009

“Notes and Loans Receivable - Beginning $9116 Notes and Loans Receivable - Ending $21093”

Total Liabilities.1

“CURRENT LIABILITIES - Beginning $750 CURRENT LIABILITIES - Ending $750”

Raw XML Appendix167 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
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IRS990EZ/OtherChangesInNetAssetsAmt0720
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IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt07544
IRS990EZ/TotalRevenueAmt021575
IRS990EZ/TransactionWithControlEntInd0false
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IRS990EZ/WebsiteAddressTxt0N/A
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0175563
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $96
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $176
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BANK FEES $659
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4RENT $518
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Notes and Loans Receivable - Beginning $9116 Notes and Loans Receivable - Ending $21093
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7CURRENT LIABILITIES - Beginning $750 CURRENT LIABILITIES - Ending $750
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Total Liabilities.1
ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0TERESA SARTIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-02-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILONA DYSON CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WILO
ReturnHeader/Filer/EIN0815434525
ReturnHeader/Filer/PhoneNum07137248685
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ReturnHeader/Filer/USAddress/CityNm0THE WOODLANDS
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ReturnHeader/ReturnTs02025-02-03T15:06:12-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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