Civic Intelligence

Wilona Dyson Charitable Foundation

990EZ • Fiscal year 2020 • EIN 81-5434525

Jan 01, 2020 to Dec 31, 2020 • Filed on Dec 14, 2021

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

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

55th percentile

8.7%

Higher net margin than 55% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

61st percentile

14%

Faster asset growth than 61% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

77th percentile

16%

Faster revenue growth than 77% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$24,121

Up $2,879 (+14%) from 2019

Net Assets

Up

$24,121

Up $2,879 (+14%) from 2019

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin55th percentile

Revenue

Up

$33,166

Up $4,503 (+16%) from 2019

Expenses

Down

$30,287

Down $10,828 (-26%) from 2019

Net Income

Up

$2,879

Up $15,331 (+123%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth61st 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

2020

Assets$24,121
Liabilities$0
Net Assets$24,121
Open 2020 Filing

Operations Trend

Revenue Growth77th 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

2020

Revenue$33,166
Expenses$30,287
Net Income$2,879
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Dec 14, 2021
Return Version
2020v4.0
Gross Receipts
$36,418
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 Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TERESA SARTINPresidentPT$0--
JANELL CALLIHANVice PresidentPT$0--
JEREMY LARKINSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Raffle$28,047$28,047$1,622$26,425
Total Events$28,047$28,047$3,252$24,795
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
2021-12-14
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

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

“| Donee's Name: CHARITIES | Cash Amount Given: $26700”

Other Expenses.1001

“Advertising and Promotion $810”

Other Expenses.1002

“Office Expenses $888”

Other Expenses.1

“Merchant account fee $762”

Other Expenses.2

“SOFTWARE EXPENSE $718”

Other Assets.1005

“Accounts Receivable - Beginning $13188 Accounts Receivable - Ending $12678”

Other Assets.1

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

Raw XML Appendix180 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/OtherAssetsTotalDetail/EOYAmt012678
IRS990EZ/OtherExpensesTotalAmt03178
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/SpecialEventsDirectExpensesAmt03252
IRS990EZ/SpecialEventsNetIncomeLossAmt024795
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt030287
IRS990EZ/TotalRevenueAmt033166
IRS990EZ/TransactionWithControlEntInd0false
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IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt083088
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0178901
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt028047
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt036108
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt0400
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IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0262163
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt036418
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IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt0310
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: CHARITIES | Cash Amount Given: $26700
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Advertising and Promotion $810
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Office Expenses $888
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MERCHANT ACCOUNT FEE $762
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SOFTWARE EXPENSE $718
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Accounts Receivable - Beginning $13188 Accounts Receivable - Ending $12678
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TERESA SARTIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-12-14
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 Drive 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/ReturnTs02021-12-14T14:55:47-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0TERESA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SARTIN
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$24,121
Liabilities
$0
Net assets
$24,121
Revenue
$33,166
Expenses
$30,287
Net income
$2,879
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