Civic Intelligence

Albert O Wilson Foundation Inc.

990PF • Fiscal year 2018 • EIN 04-6039669

Apr 01, 2017 to Mar 31, 2018 • Filed on Dec 14, 2018

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

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

98th percentile

93%

Higher net margin than 98% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

98th percentile

201%

Faster asset growth than 98% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

100th percentile

2793%

Faster revenue growth than 100% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$4,210,127

Up $2,811,514 (+201%) from 2017

Net Assets

Up

$4,210,127

Up $2,811,514 (+201%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin98th percentile

Revenue

Up

$3,030,323

Up $2,925,567 (+2793%) from 2017

Expenses

Up

$218,809

Up $101,854 (+87%) from 2017

Net Income

Up

$2,811,514

Up $2,823,713 (+23147%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth98th percentile

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

$6.0M$4.0M$2.0M$0Assets 2012: $1,756,801Liabilities 2012: $02012Assets 2013: $1,557,519Liabilities 2013: $02013Assets 2014: $1,359,306Liabilities 2014: $02014Assets 2015: $1,339,302Liabilities 2015: $0Net Assets 2015: $1,339,3022015Assets 2016: $1,410,812Liabilities 2016: $0Net Assets 2016: $1,410,8122016Assets 2017: $1,398,613Liabilities 2017: $0Net Assets 2017: $1,398,6132017Assets 2018: $4,210,127Liabilities 2018: $0Net Assets 2018: $4,210,1272018Assets 2019: $4,147,741Liabilities 2019: $0Net Assets 2019: $4,147,7412019Assets 2020: $3,848,732Liabilities 2020: $0Net Assets 2020: $3,848,7322020Assets 2021: $3,691,691Liabilities 2021: $0Net Assets 2021: $3,691,6912021Assets 2022: $3,663,043Liabilities 2022: $0Net Assets 2022: $3,663,0432022Assets 2023: $3,560,439Liabilities 2023: $0Net Assets 2023: $3,560,4392023Assets 2024: $3,713,015Liabilities 2024: $0Net Assets 2024: $3,713,0152024Assets 2025: $3,654,238Liabilities 2025: $0Net Assets 2025: $3,654,2382025

Highlighted filing

2018

Assets$4,210,127
Liabilities$0
Net Assets$4,210,127
Open 2018 Filing

Operations Trend

Revenue Growth100th percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2012: $102,463Expenses 2012: $99,970Net Income 2012: $2,4932012Revenue 2013: -$98,497Expenses 2013: $100,785Net Income 2013: -$199,2822013Revenue 2014: -$91,450Expenses 2014: $106,763Net Income 2014: -$198,2132014Revenue 2015: $86,089Expenses 2015: $106,093Net Income 2015: -$20,0042015Revenue 2016: $178,310Expenses 2016: $106,800Net Income 2016: $71,5102016Revenue 2017: $104,756Expenses 2017: $116,955Net Income 2017: -$12,1992017Revenue 2018: $3,030,323Expenses 2018: $218,809Net Income 2018: $2,811,5142018Revenue 2019: $174,277Expenses 2019: $236,663Net Income 2019: -$62,3862019Revenue 2020: -$35,458Expenses 2020: $263,551Net Income 2020: -$299,0092020Revenue 2021: $70,593Expenses 2021: $227,634Net Income 2021: -$157,0412021Revenue 2022: $207,549Expenses 2022: $236,197Net Income 2022: -$28,6482022Revenue 2023: $122,684Expenses 2023: $225,288Net Income 2023: -$102,6042023Revenue 2024: $376,833Expenses 2024: $226,257Net Income 2024: $150,5762024Revenue 2025: $252,444Expenses 2025: $311,221Net Income 2025: -$58,7772025

Highlighted filing

2018

Revenue$3,030,323
Expenses$218,809
Net Income$2,811,514
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2017 to Mar 31, 2018
Signed
Dec 14, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Alexandra M DohanClerk / Trustee-$0--
Sarah S FolenoTrustee-$0--
Robert S HurlbutTrustee-$0--
Hannah N McClennanVP / Trustee-$0--
William P RicePres / Trustee-$0--
William P Rice JrTreas / Trustee-$0--
Raymond T WilsonTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Albert O Wilson Foundation Inc
EIN
04-6039669
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
William P Rice
Title
president
Phone
8008391754
Signed
2018-12-14
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
One Hollow Ln Ste 212, Lake Success, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
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CompensationExplanation/CompensationExplanationGrp/PersonNm0William P Rice
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0William P. Rice, President/Trustee of the Albert O. Wilson Foundation, Inc. (The "Foundation"). is the President and Founder of Anchor Capital Advisors LLC, a disqualified person with respect to the foundation, which provides investment management services to the foundation. In the taxable year ending March 31, 2018 the foundation paid $28,832 for investment management services rendered by such disqualified person as reported on Part I, Line 16C. Such firm billed the foundation at the same rate or below the rate it charges its other clients.
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9463450
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9512801
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9657862
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9724000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9828327
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10134067
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10255791
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10511681
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1AAR CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2ABBOTT LABS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3ABM INDS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4ALASKA AIR GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5ANALOG DEVICES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6APACHE CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8AT&T INC GLOBAL 66 5.35000% 11
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9AT&T, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10ATLAS AIR WORLDWIDE HOLDINGS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11BANK OF MARIN BANCORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12BARNES GPOUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13BAXTER INTERNATIONAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14BB&T CORP SHS PFD SER E - 5.62
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15BB&T CP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16BENCHMARK ELECTRS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17BERKSHIRE HATHAWAY INC. CLASS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18BOSTON SCIENTIFIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19CAVCO INDS INC DEL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20CHARLES SCHWAB CORP PFD STK SE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21CHUBB LIMITED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22CINEMARK HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23COLGATE-PALMOLIVE COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24COLUMBIA BANKING SYSTEM, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25COMCAST CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26COMMUNITY BK SYS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27CONDUENT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28CSG SYST INTL INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29DEVON ENERGY CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30DOLLAR GENERAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31DOUGLAS DYNAMICS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32DOWDUPONT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33DRIL QUIP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34DXC TECHNOLOGY COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35EATON CORP PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36EBAY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37ENCANA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38ESTERLINE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39EXTERRAN CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40FEDERATED INVESTRS B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41FIRST FINANCIAL BANCORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42FIRST OF LONG ISLAND CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43FORD MOTOR COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44GENTHERM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45GIBRALTAR INDS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46GLATFELTER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47GLAXOSMITHKLINE PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48GREIF INC - A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49HAEMONETICS CP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50HARTFORD FINANCIALSERVICES GRO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51HEALTHCARE SVCS GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52HELEN OF TROY LIMITED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53HEWLETT PACKARD ENTERPRISE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54HOOKER FURNITURE CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55HUB GROUP, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56HUNTINGTON BANCSHARES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58KAMAN CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59KNOWLES CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60M&T BANK CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61MEDTRONIC PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62METLIFE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64MSA SAFETY INCORPORATED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65NEW YORK COMNTY BANCORP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66NIC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67OCCIDENTAL PETROLEUM CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68PAYPAL HOLDINGS, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70PERFICIENT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72PPL CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73PRIMORIS SERVICES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74PROCTER GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75PUBLIC STORAGE PFD G 5.05% 12/
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77QUANEX CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78ROYAL DUTCH SHEL PLC SPONS ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79SABRA HEALTHCARE REIT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80SIGNATURE BANK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81SKYWEST, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82STANDARD MOTOR PRODS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83STORE CAPITAL CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84SUN COMMUNITIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85SYNTHETIC FIXED INCOME SECURIT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86TCF FINANCIAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87TECH DATA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88TELEPHONE & DATA 7.6
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89THE COCA-COLA CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90THE HAIN CELESTIAL GROUP, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91TIME WARNER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92UFP TECHNOLOGIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93UNILEVER N V N Y
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94UNITED BANKSHARES, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95VEECO INSTRUMENTS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97VORNADO RLTY TR PFD SER L - 5.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98WABTEC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99WATSCO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100WEB COM GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101WELLS FARGO & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102WELLTOWER INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103WILLIS TOWERS WATSON PUBLIC LT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm104WOLVERINE WORLDWIDE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm105WOODWARD INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm106ZIMMER BIOMET HOLDINGS
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IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt088795
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0170500
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt088795
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IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0142499
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt012505
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt028832
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0218809
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt048309
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt070073
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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,210,127
Liabilities
$0
Net assets
$4,210,127
Revenue
$3,030,323
Expenses
$218,809
Net income
$2,811,514
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.65$0.00$3.65$0.25$0.31$0.06
2024Detailed filing. Detailed filing data is available for this year.$3.71$0.00$3.71$0.38$0.23$0.15
2023Detailed filing. Detailed filing data is available for this year.$3.56$0.00$3.56$0.12$0.23$0.10
2022Detailed filing. Detailed filing data is available for this year.$3.66$0.00$3.66$0.21$0.24$0.03
2021Detailed filing. Detailed filing data is available for this year.$3.69$0.00$3.69$0.07$0.23$0.16
2020Detailed filing. Detailed filing data is available for this year.$3.85$0.00$3.85$0.04$0.26$0.30
2019Detailed filing. Detailed filing data is available for this year.$4.15$0.00$4.15$0.17$0.24$0.06
2018Detailed filing. Detailed filing data is available for this year.$4.21$0.00$4.21$3.03$0.22$2.81
2017Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.10$0.12$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.18$0.11$0.07
2015Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.09$0.11$0.02
2014Summary only. Only limited summary data is available for this year.$1.36$0.00$0.09$0.11$0.20
2013Summary only. Only limited summary data is available for this year.$1.56$0.00$0.10$0.10$0.20
2012Summary only. Only limited summary data is available for this year.$1.76$0.00$0.10$0.10$0.00