Civic Intelligence

Willis Family Foundation

990EZ • Fiscal year 2020 • EIN 84-2040681

Jan 01, 2020 to Dec 31, 2020 • Filed on May 06, 2021

Organization ProfileWILLISFAMILYFOUNDATION.ORG
PO Box 162686Austin, TX 78716

(512) 431-8785

Siviq Scores

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

Liabilities / Assets

69th percentile

0.04x

Higher debt load relative to assets than 69% of similar nonprofits.

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

Liabilities / Revenue

81st percentile

0.17x

Higher debt load relative to revenue than 81% of similar nonprofits.

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

Net Margin

93rd percentile

64%

Higher net margin than 93% 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

71st percentile

27%

Faster asset growth than 71% of similar nonprofits.

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

Revenue Growth

10th percentile

-76%

Faster revenue growth than 10% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets69th percentile

Assets

Up

$78,847

Up $16,881 (+27%) from 2019

Net Assets

Up

$75,366

Up $13,400 (+22%) from 2019

Liabilities

Up

$3,481

Up $3,481 from 2019

Revenue And Expenses
Liabilities / Revenue81st percentileNet Margin93rd percentile

Revenue

Down

$20,981

Down $65,231 (-76%) from 2019

Expenses

Down

$7,581

Down $16,665 (-69%) from 2019

Net Income

Down

$13,400

Down $48,566 (-78%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth71st percentile

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

$100K$50K$0Assets 2019: $61,966Liabilities 2019: $0Net Assets 2019: $61,9662019Assets 2020: $78,847Liabilities 2020: $3,481Net Assets 2020: $75,3662020Assets 2021: $81,081Liabilities 2021: $3,481Net Assets 2021: $77,6002021Assets 2022: $79,561Liabilities 2022: $3,481Net Assets 2022: $76,0802022

Highlighted filing

2020

Assets$78,847
Liabilities$3,481
Net Assets$75,366
Open 2020 Filing

Operations Trend

Revenue Growth10th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100K$50K$0-$50KRevenue 2019: $86,212Expenses 2019: $24,246Net Income 2019: $61,9662019Revenue 2020: $20,981Expenses 2020: $7,581Net Income 2020: $13,4002020Revenue 2021: $4,634Expenses 2021: $2,400Net Income 2021: $2,2342021Revenue 2022: $180Expenses 2022: $1,700Net Income 2022: -$1,5202022

Highlighted filing

2020

Revenue$20,981
Expenses$7,581
Net Income$13,400
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 6, 2021
Return Version
2020v4.1
Gross Receipts
$20,981
Mission and Program Overview

Mission

The organization will introduce and facilitate canine early detection programs to internal medicine offices, hospitals, medical facilities and medical communities that would enable them to detect cancer in blood in the earliest stages of the disease in human-beings.

Program Services

DescriptionGrantsExpenses
INTRODUCE AND FACILITATE CANINE EARLY DETECTION PROGRAMS TO INTERNAL MEDICINE OFFICES, HOSPITALS, MEDICAL FACILITIES AND MEDICAL COMMUNITIES THAT WOULD ENABLE THEM TO DETECT CANCER IN BLOOD IN THE EARLIEST STAGES OF THE DISEASE IN HUMAN-BEINGS.$0$0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DOUG SMITH MDDirectorPT$0--
LISA ELLISDirectorPT$0--
MARY ELIZABETH WILLISDirectorPT$0--
MARK WILLISChair And FounderPT$0--
MELANIE FRANKSecretary And DirectorPT$0--
SUSAN MAYFIELDTreasurer And DirectorPT$0--
Filing and Contact Details

Filer

Filer Name
Willis Family Foundation
EIN
84-2040681
Phone
5124318785
Address
PO BOX 162686, AUSTIN, TX 78716

Signing Officer

Name
Mark Willis
Title
Director
Phone
5124318785
Signed
2021-05-06
Discuss with paid preparer
Yes

Preparer

Firm
Whitley Penn Llp
Address
3600 N CAPITAL OF TX HWY BLDG B STE, 250, AUSTIN, TX 78746
Preparer
Ashley M Kimery
Phone
7379318200
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: dues and subscriptions. Amount: 117. Description: miscellaneous. Amount: 2,775. Total to form 990-ez, line 16: 2,892.”

Form 990-ez, Part II, Line 26 - Other Liabilities

“Description: due to willis management. Beg. Of year amount: 0. End of year amount: 3,481.”

Raw XML Appendix159 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/PhoneNum07379318200
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0AUSTIN
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DOUG SMITH MD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LISA ELLIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MARY ELIZABETH WILLIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MARK WILLIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MELANIE FRANK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5SUSAN MAYFIELD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CHAIR AND FOUNDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY AND DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TREASURER AND DIRECTOR
IRS990EZ/OperateHospitalInd00
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IRS990EZ/OtherChangesInNetAssetsAmt00
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IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE ORGANIZATION WILL INTRODUCE AND FACILITATE CANINE EARLY DETECTION PROGRAMS TO INTERNAL MEDICINE OFFICES, HOSPITALS, MEDICAL FACILITIES AND MEDICAL COMMUNITIES THAT WOULD ENABLE THEM TO DETECT CANCER IN BLOOD IN THE EARLIEST STAGES OF THE DISEASE IN HUMAN-BEINGS.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
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IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0TX
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt03481
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WILLISFAMILYFOUNDATION.ORG
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE ORGANIZATION BEGAN OPERATIONS IN 2019.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART II, SECTION B, LINE 13
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt020981
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt086212
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IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: DUES AND SUBSCRIPTIONS. AMOUNT: 117. DESCRIPTION: MISCELLANEOUS. AMOUNT: 2,775. TOTAL TO FORM 990-EZ, LINE 16: 2,892.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: DUE TO WILLIS MANAGEMENT. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 3,481.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARK WILLIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05124318785
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILLIS FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0842040681
ReturnHeader/Filer/PhoneNum05124318785
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 162686
ReturnHeader/Filer/USAddress/CityNm0AUSTIN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078716
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0752393478
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WHITLEY PENN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03600 N CAPITAL OF TX HWY BLDG B STE
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0AUSTIN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd078746
ReturnHeader/PreparerPersonGrp/PhoneNum07379318200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ASHLEY M KIMERY
ReturnHeader/ReturnTs02021-05-10T13:39:07-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MARK
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WILLIS
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
$78,847
Liabilities
$3,481
Net assets
$75,366
Revenue
$20,981
Expenses
$7,581
Net income
$13,400
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$79.6$3.48$76.1$0.18$1.70$1.52
2021Detailed filing. Detailed filing data is available for this year.$81.1$3.48$77.6$4.63$2.40$2.23
2020Detailed filing. Detailed filing data is available for this year.$78.8$3.48$75.4$21.0$7.58$13.4
2019Detailed filing. Detailed filing data is available for this year.$62.0$0.00$62.0$86.2$24.2$62.0