Civic Intelligence

Fact Institute Inc.

990EZ • Fiscal year 2024 • EIN 84-2615567

Jan 01, 2024 to Dec 31, 2024 • Filed on Mar 03, 2025

Organization ProfileWWW.FACT-FAMILY.ORG
13032 Nacogdoches RdSan Antonio, TX 78217

(210) 267-9134

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.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

57th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

60th percentile

8.6%

Higher net margin than 60% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

87th percentile

$24,705

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 15.9% of source-year revenue.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

88th percentile

70%

Faster asset growth than 88% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

75th percentile

31%

Faster revenue growth than 75% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$33,077

Up $13,597 (+70%) from 2023

Net Assets

Up

$33,077

Up $13,597 (+70%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin60th percentile

Revenue

Up

$155,025

Up $36,374 (+31%) from 2023

Expenses

Up

$141,620

Up $16,560 (+13%) from 2023

Net Income

Up

$13,405

Up $19,814 (+309%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth88th percentile

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

$40K$20K$0-$20KAssets 2019: -$12,837Liabilities 2019: $02019Assets 2020: $14,616Liabilities 2020: $02020Assets 2021: $18,426Liabilities 2021: $0Net Assets 2021: $18,4262021Assets 2022: $25,887Liabilities 2022: $0Net Assets 2022: $25,8872022Assets 2023: $19,480Liabilities 2023: $0Net Assets 2023: $19,4802023Assets 2024: $33,077Liabilities 2024: $0Net Assets 2024: $33,0772024Assets 2025: $24,792Liabilities 2025: $0Net Assets 2025: $24,7922025

Highlighted filing

2024

Assets$33,077
Liabilities$0
Net Assets$33,077
Open 2024 Filing

Operations Trend

Revenue Growth75th percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2019: $62,606Expenses 2019: $75,443Net Income 2019: -$12,8372019Revenue 2020: $93,978Expenses 2020: $79,362Net Income 2020: $14,6162020Revenue 2021: $146,740Expenses 2021: $142,011Net Income 2021: $4,7292021Revenue 2022: $120,823Expenses 2022: $113,362Net Income 2022: $7,4612022Revenue 2023: $118,651Expenses 2023: $125,060Net Income 2023: -$6,4092023Revenue 2024: $155,025Expenses 2024: $141,620Net Income 2024: $13,4052024Revenue 2025: $106,806Expenses 2025: $115,091Net Income 2025: -$8,2852025

Highlighted filing

2024

Revenue$155,025
Expenses$141,620
Net Income$13,405
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Mar 3, 2025
Return Version
2024v5.0
Gross Receipts
$155,719
Mission and Program Overview

Mission

EDUCATIONAL PURPOSES

Program Services

DescriptionGrantsExpenses
FUNCTIONAL ACADEMICS: READING INDIVIDUALS WITH SIGNIFICANT COGNITIVE DISABILITIES CAN LEARN TO READ IF PROVIDED SYSTEMIC, INTENSIVE AND ONGOING INSTRUCTION. MATH WE TEACH STUDENTS HOW TO UNDERSTAND MONEY, BUDGETING AND TELLING TIME TO HELP THEM SHOP, SAVE FOR A BIG PURCHASE, OR CATCH THE BUS TO GET TO WORK.$0$500
COMMUNICATION/SOCIAL SKILLS: WE TEACH COMMUNICATION BY SHARING INFORMATION, COMMENTING, ASKING APPROPRIATE QUESTIONS, EXPRESSING WANTS AND NEEDS, AND DEVELOPING SOCIAL RELATIONSHIPS. SOCIAL SKILLS ARE SKILLS WE USE TO INTERACT WITH EACH OTHER THROUGH GESTURES, BODY LANGUAGE, AND OUR PERSONAL APPEARANCE.$0$500
TRANSITION SERVICES: WE PROVIDE TRANSITION MOVEMENT FROM SCHOOL-BASED INSTRUCTION TO ADULT SERVICES, TRAINING FOR JOBS, EDUCATION, EMPLOYMENT AND INDEPENDENT LIVING SKILLS. LIFE SKILLS CLASSES ARE TAUGHT IN THE AREAS OF INDEPENDENT LIVING, COMMUNITY OUTREACH, COPING WITH STRESS AND EMOTIONS, AND BEHAVIORAL PREPAREDNESS.$0$500
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KIM SIMPSONPresidentFT$24,705-$24,705
ASLEY STEWARTSecretary-$0--
JESSICA HERNANDEZTresurer-$0--
ANABEL GONZALEZBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Fact Institute Inc
EIN
84-2615567
Phone
2102679134
Address
13032 NACOGDOCHES RD, SAN ANTONIO, TX 78217

Signing Officer

Name
Kim Simpson
Title
Director of Operations
Phone
2102679134
Signed
2025-03-03
Discuss with paid preparer
Yes

Preparer

Firm
Trexler Financial Services
Address
6638 Carlsbad Rio, San Antonio, TX 78233
Preparer
Nicole Murray
Phone
8303905179
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

“Description;Amount^Advertising and Marketing;1095|Bank and Merchant Fee;492|Charitable Donation;100|Classroom Supplies;4955|Insurance;2390|Field Trips;2196|Meals and Entertainment;440|Student Meals;36|Office Supplies and Software;1859|Repairs and Maintenance;945|Special Events;1250|Taxes and Licenses;77|Travel Fuel and Rental Vehicle;1722|Utilities;2312|Internet and Telephone;291^Total;20160^”

Raw XML Appendix171 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0TREXLER FINANCIAL SERVICES
IRS990EZ/BooksInCareOfDetail/PhoneNum08303905179
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt06638 CARLSBAD RIO
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN ANTONIO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd078233
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt019672
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt033077
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt011897
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt013405
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0103867
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt019672
IRS990EZ/Form990TotalAssetsGrp/EOYAmt033077
IRS990EZ/FundraisingGrossIncomeAmt06278
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0155719
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt019672
IRS990EZ/NetAssetsOrFundBalancesEOYAmt033077
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt019672
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt033077
IRS990EZ/OccupancyRentUtltsAndMaintAmt017579
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt040
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt024705
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KIM SIMPSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ASLEY STEWART
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JESSICA HERNANDEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ANABEL GONZALEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TRESURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3BOARD MEMBER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt020160
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATIONAL PURPOSES
IRS990EZ/PrintingPublicationsPostageAmt014
IRS990EZ/ProgramServiceRevenueAmt0137544
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FUNCTIONAL ACADEMICS: READING INDIVIDUALS WITH SIGNIFICANT COGNITIVE DISABILITIES CAN LEARN TO READ IF PROVIDED SYSTEMIC, INTENSIVE AND ONGOING INSTRUCTION. MATH WE TEACH STUDENTS HOW TO UNDERSTAND MONEY, BUDGETING AND TELLING TIME TO HELP THEM SHOP, SAVE FOR A BIG PURCHASE, OR CATCH THE BUS TO GET TO WORK.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1COMMUNICATION/SOCIAL SKILLS: WE TEACH COMMUNICATION BY SHARING INFORMATION, COMMENTING, ASKING APPROPRIATE QUESTIONS, EXPRESSING WANTS AND NEEDS, AND DEVELOPING SOCIAL RELATIONSHIPS. SOCIAL SKILLS ARE SKILLS WE USE TO INTERACT WITH EACH OTHER THROUGH GESTURES, BODY LANGUAGE, AND OUR PERSONAL APPEARANCE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2TRANSITION SERVICES: WE PROVIDE TRANSITION MOVEMENT FROM SCHOOL-BASED INSTRUCTION TO ADULT SERVICES, TRAINING FOR JOBS, EDUCATION, EMPLOYMENT AND INDEPENDENT LIVING SKILLS. LIFE SKILLS CLASSES ARE TAUGHT IN THE AREAS OF INDEPENDENT LIVING, COMMUNITY OUTREACH, COPING WITH STRESS AND EMOTIONS, AND BEHAVIORAL PREPAREDNESS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt1500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt2500
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd01
IRS990EZ/SpecialEventsDirectExpensesAmt0694
IRS990EZ/SpecialEventsNetIncomeLossAmt05584
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0TX
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0141620
IRS990EZ/TotalProgramServiceExpensesAmt01500
IRS990EZ/TotalRevenueAmt0155025
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.FACT-FAMILY.ORG
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd00
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd01
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd01
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd01
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0DURING REGISTRATION AND IN BROCHURES FOR THE SCHOOL
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule E, Part I, Line 3
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description;Amount^Advertising and Marketing;1095|Bank and Merchant Fee;492|Charitable Donation;100|Classroom Supplies;4955|Insurance;2390|Field Trips;2196|Meals and Entertainment;440|Student Meals;36|Office Supplies and Software;1859|Repairs and Maintenance;945|Special Events;1250|Taxes and Licenses;77|Travel Fuel and Rental Vehicle;1722|Utilities;2312|Internet and Telephone;291^Total;20160^
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Kim Simpson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director of Operations
ReturnHeader/BusinessOfficerGrp/PhoneNum02102679134
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-03-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FACT INSTITUTE INC
ReturnHeader/Filer/BusinessNameControlTxt0FACT
ReturnHeader/Filer/EIN0842615567
ReturnHeader/Filer/PhoneNum02102679134
ReturnHeader/Filer/USAddress/AddressLine1Txt013032 NACOGDOCHES RD
ReturnHeader/Filer/USAddress/CityNm0SAN ANTONIO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078217
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0811028211
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Trexler Financial Services
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06638 Carlsbad Rio
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Antonio
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd078233
ReturnHeader/PreparerPersonGrp/PhoneNum08303905179
ReturnHeader/PreparerPersonGrp/PreparationDt02025-03-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Nicole Murray
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-03-01T19:55:30-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$33,077
Liabilities
$0
Net assets
$33,077
Revenue
$155,025
Expenses
$141,620
Net income
$13,405
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.25$0.00$0.25$1.07$1.15$0.08
2024Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$1.55$1.42$0.13
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.19$0.00$0.19$1.19$1.25$0.06
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.26$0.00$0.26$1.21$1.13$0.07
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.18$0.00$0.18$1.47$1.42$0.05
2020Summary only. Only limited summary data is available for this year.$0.15$0.00$0.94$0.79$0.15
2019Summary only. Only limited summary data is available for this year.$0.13$0.00$0.63$0.75$0.13