Civic Intelligence

Wilona Dyson Charitable Foundation

990EZ • Fiscal year 2019 • EIN 81-5434525

Jan 01, 2019 to Dec 31, 2019 • Filed on Oct 15, 2020

Organization ProfileN/A
1401 Woodlands PkwyThe Woodlands, TX 77380

(713) 724-8685

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2019

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2019

Net Margin

9th percentile

-43%

Higher net margin than 9% 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

13th percentile

-37%

Faster asset growth than 13% of similar nonprofits.

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

Revenue Growth

6th percentile

-68%

Faster revenue growth than 6% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$21,242

Down $12,452 (-37%) from 2018

Net Assets

$21,242

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin9th percentile

Revenue

Down

$28,663

Down $59,935 (-68%) from 2018

Expenses

Down

$41,115

Down $53,618 (-57%) from 2018

Net Income

Down

-$12,452

Down $6,317 (-103%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth13th percentile

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

$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

2019

Assets$21,242
Liabilities-
Net Assets$21,242
Open 2019 Filing

Operations Trend

Revenue Growth6th percentile

Revenue, expenses, and net income across loaded years, with this 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

2019

Revenue$28,663
Expenses$41,115
Net Income-$12,452
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 15, 2020
Return Version
2019v5.0
Gross Receipts
$28,663
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
PROVIDED FINANCIAL ASSISTANCE TO FAMILIES WHO WERE AFFECTED BY HURRICANE HARVEY--
Compensation and Service Providers
Top Officer Pay77th 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
2020-10-15
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.3

“| Donee's Name: CHARITIES | Cash Amount Given: $14925”

Other Expenses.1002

“Office Expenses $237”

Other Expenses.1012

“Insurance $300”

Other Expenses.1

“EVENT EXPENSE $12009”

Other Expenses.2

“Promotional expenses $1008”

Other Expenses.3

“SOFTWARE EXPENSE $945”

Other Expenses.4

“Merchant account fee $423”

Other Expenses.5

“OFFICE SUPPLIES $92”

Other Expenses.6

“ROUNDING $3”

Other Assets.1005

“Accounts Receivable - Beginning $8588 Accounts Receivable - Ending $13188”

Other Assets.1

“UNDEPOSITED FUNDS - Beginning $0 UNDEPOSITED FUNDS - Ending $789”

Raw XML Appendix163 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/PersonNm0TERESA SARTIN
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0THE WOODLANDS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd077380
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt025106
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IRS990EZ/GrossSalesOfInventoryAmt02726
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
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IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TERESA SARTIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JANELL CALLIHAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JEREMY LARKIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt08588
IRS990EZ/OtherAssetsTotalDetail/EOYAmt013977
IRS990EZ/OtherExpensesTotalAmt015017
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT KELLER WILLIAMS ASSOCIATES AND FAMILY WITH HARDSHIPS AND LOCAL CHARITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED FINANCIAL ASSISTANCE TO FAMILIES WHO WERE AFFECTED BY HURRICANE HARVEY
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt041115
IRS990EZ/TotalRevenueAmt028663
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt018881
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt068961
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt083088
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0170930
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt07056
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0255
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0750
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt08061
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt02726
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt019382
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt024646
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt046754
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0225745
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt028663
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt088598
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0108484
IRS990ScheduleA/Total509Grp/TotalAmt0225745
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt028663
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt088598
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0108484
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0225745
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: CHARITIES | Cash Amount Given: $14925
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $237
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $300
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EVENT EXPENSE $12009
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PROMOTIONAL EXPENSES $1008
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5SOFTWARE EXPENSE $945
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6MERCHANT ACCOUNT FEE $423
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7OFFICE SUPPLIES $92
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8ROUNDING $3
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Accounts Receivable - Beginning $8588 Accounts Receivable - Ending $13188
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10UNDEPOSITED FUNDS - Beginning $0 UNDEPOSITED FUNDS - Ending $789
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Assets.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Assets.1
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TERESA SARTIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILONA DYSON CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WILO
ReturnHeader/Filer/EIN0815434525
ReturnHeader/Filer/PhoneNum07137248685
ReturnHeader/Filer/USAddress/AddressLine1Txt01401 WOODLANDS PKWY
ReturnHeader/Filer/USAddress/CityNm0THE WOODLANDS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077380
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0273373408
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EMERGY TAX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0150 Pine Forest Dr Ste 304
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0The Woodlands
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077384
ReturnHeader/PreparerPersonGrp/PhoneNum02816736374
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0John Bracchini EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-10-15T19:29:56-07:00
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
$21,242
Liabilities
-
Net assets
$21,242
Revenue
$28,663
Expenses
$41,115
Net income
-$12,452
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