Civic Intelligence

The Willstrong Foundation Trust

990EZ • Fiscal year 2020 • EIN 84-4835178

Jan 01, 2020 to Dec 31, 2020 • Filed on Aug 25, 2021

7506 Indian Wells WayLone Tree, CO 80124

(720) 257-3304

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

71st percentile

22%

Higher net margin than 71% 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

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Assets

$29,424

No earlier filing loaded for comparison.

Net Assets

$29,424

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$135,466

No earlier filing loaded for comparison.

Expenses

$106,042

No earlier filing loaded for comparison.

Net Income

$29,424

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2020: $29,424Liabilities 2020: $0Net Assets 2020: $29,4242020Assets 2021: $175,870Liabilities 2021: $0Net Assets 2021: $175,8702021Assets 2022: $129,220Liabilities 2022: $529Net Assets 2022: $128,6912022Assets 2023: $50,233Liabilities 2023: $124Net Assets 2023: $50,1092023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2020

Assets$29,424
Liabilities$0
Net Assets$29,424

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2020: $135,466Expenses 2020: $106,042Net Income 2020: $29,4242020Revenue 2021: $252,151Expenses 2021: $105,706Net Income 2021: $146,4452021Revenue 2022: $130,879Expenses 2022: $178,065Net Income 2022: -$47,1862022Revenue 2023: $112,149Expenses 2023: $190,733Net Income 2023: -$78,5842023Revenue 2024: $99,145Expenses 2024: $149,254Net Income 2024: -$50,1092024

Highlighted filing

2020

Revenue$135,466
Expenses$106,042
Net Income$29,424
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Aug 25, 2021
Return Version
2020v4.1
Gross Receipts
$135,466
Mission and Program Overview

Mission

Fund studies into children's cancer research for Myelodysplastic Syndrome (MDS) and Acute Myeloid Leukemia (AML)

Program Services

DescriptionGrantsExpenses
Donate $100,000.00 to fund clinical trials for research in treatment of Myelodysplastic Syndrome (MDS) and Acute Myeloid Leukemia (AML)$0$100,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Julie BrittiBoard Member-$0--
Ed DavisBoard Member-$0--
Evyan ManiatisBoard Member-$0--
Duncan McPhersonBoard Member-$0--
Robert SchultzBoard Member-$0--
David Sharp PhDBoard Member-$0--
Kim SmithBoard Member-$0--
Kay DryTreasurer-$0--
Claudia ManiatisBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
The WIllstrong Foundation Trust
EIN
84-4835178
Phone
7202573304
Address
7506 Indian Wells Way, Lone Tree, CO 80124

Signing Officer

Name
Claudia maniatis
Title
C/o
Phone
7202573304
Signed
2021-08-25
Discuss with paid preparer
Yes

Preparer

Firm
WhippleWood CPAs PC
Address
11852 Shaffer Dr Bldg B, Littleton, CO 80127
Preparer
Mona L Feeley CPA
Phone
3039897600
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

Activity Classification: Donation. Grantee Name: Children's Hospital Colorado. Grantee Address: 13123 E 16th Ave Aurora, CO 80045. Date of Gift: 12/31/20. Amount Given: 100,000.

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

Description: Bank Charges. Amount: 2. Description: WillStrong Website. Amount: 4,919. Description: Advertising/Promotional. Amount: 346. Description: Taxes. Amount: 775. Total to Form 990-EZ, line 16: 6,042.

Raw XML Appendix181 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/EmployeeBenefitProgramAmt80
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Julie Britti
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Ed Davis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Evyan Maniatis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Duncan McPherson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Robert Schultz
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5David Sharp PhD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Kim Smith
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Kay Dry
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Claudia Maniatis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Board Member
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Board Member
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt06042
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IRS990EZ/PoliticalCampaignActyInd00
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IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationTrustInd0X
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IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity Classification: Donation. Grantee Name: Children's Hospital Colorado. Grantee Address: 13123 E 16th Ave Aurora, CO 80045. Date of Gift: 12/31/20. Amount Given: 100,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description: Bank Charges. Amount: 2. Description: WillStrong Website. Amount: 4,919. Description: Advertising/Promotional. Amount: 346. Description: Taxes. Amount: 775. Total to Form 990-EZ, line 16: 6,042.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16 - Other Expenses
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/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Claudia maniatis
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0C/O
ReturnHeader/BusinessOfficerGrp/PhoneNum07202573304
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-08-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The WIllstrong Foundation Trust
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0844835178
ReturnHeader/Filer/PhoneNum07202573304
ReturnHeader/Filer/USAddress/AddressLine1Txt07506 Indian Wells Way
ReturnHeader/Filer/USAddress/CityNm0Lone Tree
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011852 Shaffer Dr Bldg B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Littleton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd080127
ReturnHeader/PreparerPersonGrp/PhoneNum03039897600
ReturnHeader/PreparerPersonGrp/PreparationDt02021-08-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mona L Feeley CPA
ReturnHeader/ReturnTs02021-08-31T11:02:42-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Claudia
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0maniatis
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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Filings