Civic Intelligence

Wilona Dyson Charitable Foundation

990EZ • Fiscal year 2021 • EIN 81-5434525

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 15, 2022

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

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

64th percentile

19%

Higher net margin than 64% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

61st percentile

15%

Faster asset growth than 61% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

20th percentile

-43%

Faster revenue growth than 20% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$27,785

Up $3,664 (+15%) from 2020

Net Assets

Up

$27,785

Up $3,664 (+15%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin64th percentile

Revenue

Down

$19,053

Down $14,113 (-43%) from 2020

Expenses

Down

$15,389

Down $14,898 (-49%) from 2020

Net Income

Up

$3,664

Up $785 (+27%) from 2020

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

2021

Assets$27,785
Liabilities$0
Net Assets$27,785
Open 2021 Filing

Operations Trend

Revenue Growth20th 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

2021

Revenue$19,053
Expenses$15,389
Net Income$3,664
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 15, 2022
Return Version
2021v4.1
Gross Receipts
$25,421
Mission and Program Overview

Mission

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

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-$15,389
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
2022-11-15
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: $10000”

Other Expenses.1001

“Advertising and Promotion $414”

Other Expenses.1002

“Office Expenses $864”

Other Expenses.1012

“Insurance $236”

Other Expenses.1

“RENT $902”

Other Assets.1005

“Accounts Receivable - Beginning $12678 Accounts Receivable - Ending $13585”

Raw XML Appendix168 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/TitleTxt2Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt012678
IRS990EZ/OtherAssetsTotalDetail/EOYAmt013585
IRS990EZ/OtherExpensesTotalAmt02416
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT LOCAL CHARITIES AND KELLER WILLIAMS ASSOCIATES AND FAMILY UNDERGOING HARDSHIPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO SUPPORT LOCAL CHARITIES AND KELLER WILLIAMS ASSOCIATES AND FAMILY UNDERGOING HARDSHIPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt015389
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt06368
IRS990EZ/SpecialEventsNetIncomeLossAmt0975
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TotalRevenueAmt019053
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt016398
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0195299
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt07343
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt028047
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt07056
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0255
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0750
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt043451
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt01680
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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt048834
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
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IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Advertising and Promotion $414
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Office Expenses $864
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4RENT $902
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-11-15T09:22:48-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0TERESA
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ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$27,785
Liabilities
$0
Net assets
$27,785
Revenue
$19,053
Expenses
$15,389
Net income
$3,664
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