Civic Intelligence

Willowmere Foundation

990PF • Fiscal year 2024 • EIN 88-2199582

Jan 01, 2024 to Dec 31, 2024 • Filed on Jul 16, 2025

Organization Profile
Foundation Source 501 Silverside RdWilmington, DE 19809-1377

(800) 839-1754

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Net Margin

5th percentile

-105%

Higher net margin than 5% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2024 filings • $1M-$5M nonprofits • Source year 2024

Asset Growth

23rd percentile

-3.6%

Faster asset growth than 23% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

80th percentile

58%

Faster revenue growth than 80% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Down

$4,639,283

Down $173,432 (-3.6%) from 2023

Net Assets

Down

$4,639,283

Down $173,432 (-3.6%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Revenue And Expenses
Liabilities / Revenue33rd percentileNet Margin5th percentile

Revenue

Up

$165,166

Up $60,751 (+58%) from 2023

Expenses

Up

$338,598

Up $5,434 (+1.6%) from 2023

Net Income

Up

-$173,432

Up $55,317 (+24%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth23rd percentile

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

$6.0M$4.0M$2.0M$0Assets 2022: $5,041,464Liabilities 2022: $1Net Assets 2022: $5,041,4642022Assets 2023: $4,812,715Liabilities 2023: $1Net Assets 2023: $4,812,7152023Assets 2024: $4,639,283Liabilities 2024: $0Net Assets 2024: $4,639,2832024

Highlighted filing

2024

Assets$4,639,283
Liabilities$0
Net Assets$4,639,283
Open 2024 Filing

Operations Trend

Revenue Growth80th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2022: $5,119,968Expenses 2022: $78,504Net Income 2022: $5,041,4642022Revenue 2023: $104,415Expenses 2023: $333,164Net Income 2023: -$228,7492023Revenue 2024: $165,166Expenses 2024: $338,598Net Income 2024: -$173,4322024

Highlighted filing

2024

Revenue$165,166
Expenses$338,598
Net Income-$173,432
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 16, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Barbara HapgoodSec-$0--
Gay HapgoodDir, Pres-$0--
Matthew HapgoodDir, Treas-$0--
Filing and Contact Details

Filer

Filer Name
The Willowmere Foundation
EIN
88-2199582
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
Matthew Hapgood
Title
Treasurer
Phone
8008391754
Signed
2025-07-16
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
3333 New Hyde Park Rd Ste 406, New Hyde Park, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32EQUINIX, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33FIDELITY NATIONAL INFORMATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34GENERAL MILLS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35GENERAL MOTORS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36GILEAD SCIENCES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37HEWLETT PACKARD ENTERPRISE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39HUNTINGTON BANCSHARES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40ILLINOIS TOOL WORKS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41INTUIT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42INVESCO WATER RESOURCES ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43ISHARES ESG ADVANCED TOTAL USD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44ISHARES FLOATING RATE NOTE FUN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45ISHARES TRUST ISHARES MSCI EAF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46LAM RESEARCH CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47LINDE PLC COM
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49MARATHON PETROLEUM CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50MARRIOTT INTERNATIONAL INC. CL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51MARSH AND MCLENNAN COMPANIES I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52MASTERCARD INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53MERCK & CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54METLIFE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56MOODYS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57NASDAQ OMX GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58NEXTERA ENERGY, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59NIKE INC-CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60NUVEEN ESG EMERGING MARKETS EQ
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61NUVEEN ESG MID-CAP GROWTH ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62NUVEEN ESG MID-CAP VALUE ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63NUVEEN ESG SMALL-CAP ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64NUVEEN ESG US AGGREGATE BOND E
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65NUVEEN ESG US HIGH YIELD CORPO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66NVIDIA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67ORACLE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68PAYPAL HOLDINGS, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69PPG INDUSTRIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70PROCTER GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71PROGRESSIVE CORP OHIO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72PROLOGIS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73PUBLIC STORAGE, 4.00% SER P
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74PUBLIC SVC ENTERPRISE GROUP IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76QUANTA SVCS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77S&P GLOBAL INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78SALESFORCE.COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79SCHLUMBERGER LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80SEMPRA ENERGY COM
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82T-MOBILE US INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83TARGET CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84THE HERSHEY COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85THERMO FISHER SCIENTIFIC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86TJX COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87UNITEDHEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88US BANCORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89VALERO ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90VERALTO CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91VERTEX PHARMCTLS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92VISA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93WAL-MART STORES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94WELLS FARGO & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95WELLTOWER INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96WESTINGHOUSE AIR BRAKE TECHNOL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97WEYERHAEUSER CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98WILLIAMS SONOMA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99ZOETIS INC
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InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0171677
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IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt039384
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IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt063408
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0265000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0265000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0109026
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IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01029748
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt016756
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt016756
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt039384
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0166136
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt022116
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt022116
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt023054
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt023054
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02200
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0338598
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02383
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Filings

Displayed year

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

Open filing
Assets
$4,639,283
Liabilities
$0
Net assets
$4,639,283
Revenue
$165,166
Expenses
$338,598
Net income
-$173,432
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.64$0.00$4.64$0.17$0.34$0.17
2023Detailed filing. Detailed filing data is available for this year.$4.81$0.00$4.81$0.10$0.33$0.23
2022Detailed filing. Detailed filing data is available for this year.$5.04$0.00$5.04$5.12$0.08$5.04