Civic Intelligence

Wilona Dyson Charitable Foundation

990EZ • Fiscal year 2022 • EIN 81-5434525

Jan 01, 2022 to Dec 31, 2022 • Filed on Sep 19, 2023

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

72nd percentile

0.03x

Higher debt load relative to assets than 72% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

74th percentile

0.03x

Higher debt load relative to revenue than 74% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

11th percentile

-43%

Higher net margin than 11% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

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.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

27th percentile

-14%

Faster asset growth than 27% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

65th percentile

31%

Faster revenue growth than 65% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Down

$23,844

Down $3,941 (-14%) from 2021

Net Assets

Down

$23,094

Down $4,691 (-17%) from 2021

Liabilities

Up

$750

Up $750 from 2021

Revenue And Expenses
Liabilities / Revenue74th percentileNet Margin11th percentile

Revenue

Up

$24,989

Up $5,936 (+31%) from 2021

Expenses

Up

$35,697

Up $20,308 (+132%) from 2021

Net Income

Down

-$10,708

Down $14,372 (-392%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth27th 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

2022

Assets$23,844
Liabilities$750
Net Assets$23,094
Open 2022 Filing

Operations Trend

Revenue Growth65th 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

2022

Revenue$24,989
Expenses$35,697
Net Income-$10,708
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Sep 19, 2023
Return Version
2022v5.0
Gross Receipts
$51,781
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--
Compensation and Service Providers
Top Officer Pay78th 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
2023-09-19
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: $18860”

Other Expenses.1001

“Advertising and Promotion $894”

Other Expenses.1002

“Office Expenses $102”

Other Expenses.1012

“Insurance $176”

Other Expenses.1

“SOFTWARE EXPENSE $5300”

Other Expenses.2

“BANK FEES $998”

Other Expenses.3

“RENT $912”

Other Assets.1005

“Accounts Receivable - Beginning $13585 Accounts Receivable - Ending $1008”

Other Assets.1009

“Notes and Loans Receivable - Beginning $0 Notes and Loans Receivable - Ending $9116”

Total Liabilities.1

“CURRENT LIABILITIES - Beginning $0 CURRENT LIABILITIES - Ending $750”

Raw XML Appendix177 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0TERESA SARTIN
IRS990EZ/BooksInCareOfDetail/PhoneNum07137248685
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01401 WOODLANDS PKWY
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0THE WOODLANDS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd077380
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt014200
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt013720
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt042026
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-10708
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt04485
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt027785
IRS990EZ/Form990TotalAssetsGrp/EOYAmt023844
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GamingGrossIncomeAmt09755
IRS990EZ/GrantsAndSimilarAmountsPaidAmt022830
IRS990EZ/GrossReceiptsAmt051781
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt027785
IRS990EZ/NetAssetsOrFundBalancesEOYAmt023094
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt027785
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt023094
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt08.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt18.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt28.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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/BOYAmt013585
IRS990EZ/OtherAssetsTotalDetail/EOYAmt010124
IRS990EZ/OtherChangesInNetAssetsAmt06017
IRS990EZ/OtherExpensesTotalAmt08382
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/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt026792
IRS990EZ/SpecialEventsNetIncomeLossAmt0-17037
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0750
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt035697
IRS990EZ/TotalRevenueAmt024989
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt03060
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt016398
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt07971
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt018881
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt068961
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0115271
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt054791
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt07343
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt028047
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt07056
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0255
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt097492
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt01680
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt0400
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt02726
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt019382
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt024188
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0236951
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt057851
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt025421
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt036418
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt028663
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt088598
IRS990ScheduleA/Total509Grp/TotalAmt0236951
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt057851
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt025421
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt036418
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt028663
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt088598
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0236951
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: CHARITIES | Cash Amount Given: $18860
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Advertising and Promotion $894
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Office Expenses $102
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $176
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SOFTWARE EXPENSE $5300
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5BANK FEES $998
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6RENT $912
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Accounts Receivable - Beginning $13585 Accounts Receivable - Ending $1008
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Notes and Loans Receivable - Beginning $0 Notes and Loans Receivable - Ending $9116
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9CURRENT LIABILITIES - Beginning $0 CURRENT LIABILITIES - Ending $750
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Assets.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Assets.1009
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Total Liabilities.1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TERESA SARTIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-09-19
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/IRSResponsiblePrtyInfoCurrInd0true
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/ReturnTs02023-09-19T06:50:47-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0TERESA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SARTIN
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$23,844
Liabilities
$750
Net assets
$23,094
Revenue
$24,989
Expenses
$35,697
Net income
-$10,708
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2022 filings • 501(c)3 • <$500k nonprofits