Civic Intelligence

Albert O Wilson Foundation Inc.

990PF • Fiscal year 2019 • EIN 04-6039669

Apr 01, 2018 to Mar 31, 2019 • Filed on Feb 07, 2020

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

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

13th percentile

-36%

Higher net margin than 13% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

33rd percentile

-1.5%

Faster asset growth than 33% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

1st percentile

-94%

Faster revenue growth than 1% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

Down

$4,147,741

Down $62,386 (-1.5%) from 2018

Net Assets

Down

$4,147,741

Down $62,386 (-1.5%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin13th percentile

Revenue

Down

$174,277

Down $2,856,046 (-94%) from 2018

Expenses

Up

$236,663

Up $17,854 (+8.2%) from 2018

Net Income

Down

-$62,386

Down $2,873,900 (-102%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth33rd 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

2019

Assets$4,147,741
Liabilities$0
Net Assets$4,147,741
Open 2019 Filing

Operations Trend

Revenue Growth1st 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

2019

Revenue$174,277
Expenses$236,663
Net Income-$62,386
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2018 to Mar 31, 2019
Signed
Feb 7, 2020
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Alexandra M DohanTrustee-$0--
Robert S HurlbutTrustee-$0--
Hannah N McClennanTrustee, VP-$0--
William P RicePres, Trustee-$0--
William P Rice JrTrustee, Treas-$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
2020-02-07
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, 2019 THE FOUNDATION PAID $34,269 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. BELOW THE RATE IT CHARGES ITS OTHER CLIENTS. BELOW THE RATE IT CHARGES ITS OTHER CLIENTS.
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19CARBONITE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20CAVCO INDS INC DEL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21CDK GLOBAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22CELSIUS HLDGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23CHARLES SCHWAB PFD 6.0% SER C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24CHUBB LIMITED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25CINEMARK HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26COLGATE-PALMOLIVE COMPANY
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28COMCAST CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30CONDUENT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31CONSTRUCTION PARTNERS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32CSG SYST INTL INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33DOLLAR GENERAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34DOUGLAS DYNAMICS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35DOWDUPONT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36DRIL QUIP INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43FIRST FINANCIAL BANCORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45FIRST OF LONG ISLAND CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46GENTHERM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47GIBRALTAR INDS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48GLAXOSMITHKLINE PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49HEALTHCARE SVCS GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50HELEN OF TROY LIMITED
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52HUNTINGTON BANCSHARES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53HUNTSMAN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54ICF INTERNATIONAL, INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60LOGMEIN, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61M&T BANK CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65MONDELEZ INTERNATIONAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66MSA SAFETY INCORPORATED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67NATIONAL STORAGE AFFILIATES TR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68NIC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69NORTHWESTERN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70NUVASIVE, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71NV5 GLOBAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72OCCIDENTAL PETROLEUM CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73PAYPAL HOLDINGS, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74PDC ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76PERFICIENT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78PORTLAND GEN ELEC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79PPL CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80PRIMORIS SERVICES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81PROCTER GAMBLE CO
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87SMITH A O CORP DEL COM
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89STORE CAPITAL CORPORATION
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96UFP TECHNOLOGIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97UNILEVER N V N Y
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98UNITED BANKSHARES, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100VORNADO RLTY TR PFD SER L - 5.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101WATSCO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102WOLVERINE WORLDWIDE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103WOODWARD INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm104ZIMMER BIOMET HOLDINGS
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IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt032184
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Publicly-traded Securities
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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,147,741
Liabilities
$0
Net assets
$4,147,741
Revenue
$174,277
Expenses
$236,663
Net income
-$62,386
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