Civic Intelligence

Wilson Family Foundation C/O Plante & Moran PLLC

990PF • Fiscal year 2013 • EIN 04-6773530

May 01, 2012 to Apr 30, 2013 • Filed on Sep 05, 2013

Organization Profile
800 South Street No 255Wakefield, MA 02453
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2013 filings • <$500k nonprofits • Source year 2013

Liabilities / Revenue

59th percentile

0.00x

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

2013 filings • <$500k nonprofits • Source year 2013

Net Margin

4th percentile

-195%

Higher net margin than 4% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2013 filings • <$500k nonprofits • Source year 2013

Asset Growth

8th percentile

-45%

Faster asset growth than 8% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

7th percentile

-57%

Faster revenue growth than 7% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$93,234

Down $75,907 (-45%) from 2012

Net Assets

$93,234

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2012

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin4th percentile

Revenue

Down

$38,923

Down $52,328 (-57%) from 2012

Expenses

Down

$114,830

Down $389,580 (-77%) from 2012

Net Income

Up

-$75,907

Up $337,252 (+82%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth8th percentile

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

$200K$150K$100K$50K$0Assets 2012: $169,141Liabilities 2012: $12012Assets 2013: $93,234Liabilities 2013: $0Net Assets 2013: $93,2342013Assets 2014: $6,829Liabilities 2014: $0Net Assets 2014: $6,8292014Assets 2015: $1,796Liabilities 2015: $0Net Assets 2015: $1,7962015Assets 2016: $1,762Liabilities 2016: $0Net Assets 2016: $1,7622016Assets 2017: $1,728Liabilities 2017: $0Net Assets 2017: $1,7282017Assets 2018: $1,694Liabilities 2018: $0Net Assets 2018: $1,6942018Assets 2019: $1,660Liabilities 2019: $0Net Assets 2019: $1,6602019Assets 2020: $41,632Liabilities 2020: $0Net Assets 2020: $41,6322020Assets 2021: $6,606Liabilities 2021: $0Net Assets 2021: $6,6062021Assets 2022: $6,606Liabilities 2022: $0Net Assets 2022: $6,6062022Assets 2023: $3,657Liabilities 2023: $0Net Assets 2023: $3,6572023Assets 2024: $3,669Liabilities 2024: $0Net Assets 2024: $3,6692024

Highlighted filing

2013

Assets$93,234
Liabilities$0
Net Assets$93,234
Open 2013 Filing

Operations Trend

Revenue Growth7th percentile

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

$1.0M$500K$0-$500KRevenue 2012: $91,251Expenses 2012: $504,410Net Income 2012: -$413,1592012Revenue 2013: $38,923Expenses 2013: $114,830Net Income 2013: -$75,9072013Revenue 2014: $29,720Expenses 2014: $116,125Net Income 2014: -$86,4052014Revenue 2015: $2Expenses 2015: $5,035Net Income 2015: -$5,0332015Revenue 2016: $1Expenses 2016: $35Net Income 2016: -$342016Revenue 2017: $1Expenses 2017: $35Net Income 2017: -$342017Revenue 2018: $1Expenses 2018: $35Net Income 2018: -$342018Revenue 2019: $1Expenses 2019: $35Net Income 2019: -$342019Revenue 2020: $50,007Expenses 2020: $10,035Net Income 2020: $39,9722020Revenue 2021: $9Expenses 2021: $35,035Net Income 2021: -$35,0262021Revenue 2022: $0Expenses 2022: $0Net Income 2022: $02022Revenue 2023: $51Expenses 2023: $3,000Net Income 2023: -$2,9492023Revenue 2024: $12Expenses 2024: $0Net Income 2024: $122024

Highlighted filing

2013

Revenue$38,923
Expenses$114,830
Net Income-$75,907
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2012 to Apr 30, 2013
Signed
Sep 5, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES M WILSONTrustee-$0--
M JANE WILSONTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantBROOKLINE HIGH SCHOOL 21ST CENTURY FUNDPROMOTE CHARITABLE ACTIVITIESCHARITABLEBROOKLINE, MA, US$78,787
Paid GrantISLAND INSTITUTE S PARKMAN SHAW SCHOLARSHIP FUNDPROMOTE CHARITABLE ACTIVITIESCHARITABLEROCKLAND, ME, US$20,000
Paid GrantTHE COLLEGE FOUNDATION OF UNIVERSITY OF VIRGINIAPROMOTE CHARITABLE ACTIVITIESCHARITABLECHARLOTTESVILLE, VA, US$10,000
Filing and Contact Details

Filer

EIN
04-6773530
Raw XML Appendix387 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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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0K-1 MCP FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1K-1 MCP FUND (SEC 1256)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2K-1 MCP FUND
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompensationOfHghstPaidCntrct/BusinessName/BusinessNameLine11MCP FUND LP
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompensationOfHghstPaidCntrct/USAddress/AddressLine10800 SOUTH STREET STE 255
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompensationOfHghstPaidCntrct/USAddress/AddressLine11C/O MAYO CAPITAL 30 ROWES WHARF STE
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0JAMES M WILSON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1M JANE WILSON
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IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn00
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs00
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears00
IRS990PF/SumOfProgramRelatedInvestments/Total00
IRS990PF/SupplementaryInformation/ContributingManager0JAMES M WILSON
IRS990PF/SupplementaryInformation/ContributingManager1M JANE WILSON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount078787
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount120000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount210000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0PROMOTE CHARITABLE ACTIVITIES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1PROMOTE CHARITABLE ACTIVITIES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2PROMOTE CHARITABLE ACTIVITIES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10BROOKLINE HIGH SCHOOL 21ST CENTURY FUND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11ISLAND INSTITUTE S PARKMAN SHAW SCHOLARSHIP FUND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12THE COLLEGE FOUNDATION OF UNIVERSITY OF VIRGINIA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0CHARITABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1CHARITABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2CHARITABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10115 GREENOUGH STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11PO BOX 648 386 MAIN STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine12PO BOX 400801 2410 OLD IVY ROAD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine20SUITE 100
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0BROOKLINE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1ROCKLAND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2CHARLOTTESVILLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1ME
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2VA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode002445
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode104841
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode222904
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear0108787
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear05780
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear100
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted05780
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear10467113
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear20485078
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear30461961
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear40130358
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear5013399
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear5013399
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear01647517
IRS990PF/UndistributedIncome/ExcessFromCurrentYear0103007
IRS990PF/UndistributedIncome/ExcessFromYear10467113
IRS990PF/UndistributedIncome/ExcessFromYear20485078
IRS990PF/UndistributedIncome/ExcessFromYear30461961
IRS990PF/UndistributedIncome/ExcessFromYear40130358
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions0108787
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus0103007
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus01660916
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover01557909
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
OtherExpensesSchedule/OtherExpenses/AdjustedNetIncome035
OtherExpensesSchedule/OtherExpenses/Description0STATE FILING FEES
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps00
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome035
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks035
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome01
OtherIncomeSchedule2/OtherIncome/Description0K-1 MCP FUND
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome01
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks01
OtherProfessionalFeesSchedule/OtherProfessionalFees/AdjustedNetIncome03114
OtherProfessionalFeesSchedule/OtherProfessionalFees/AdjustedNetIncome11701
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount03114
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount11701
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0FINANCIAL ADVISORY AND ACCOUNTING
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category1INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps00
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps10
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome03114
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome11701
TaxesSchedule/Taxes/AdjustedNetIncome063
TaxesSchedule/Taxes/AdjustedNetIncome10
TaxesSchedule/Taxes/Amount063
TaxesSchedule/Taxes/Amount1200
TaxesSchedule/Taxes/Category0FOREIGN TAXES
TaxesSchedule/Taxes/Category1FEDERAL TAXES
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/DisbursementsCharitablePrps10
TaxesSchedule/Taxes/NetInvestmentIncome063
TaxesSchedule/Taxes/NetInvestmentIncome10
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0046773530
ReturnHeader/Filer/Name/BusinessNameLine10WILSON FAMILY FOUNDATION
ReturnHeader/Filer/Name/BusinessNameLine20C/O FORTIS MANAGEMENT GROUP LLC
ReturnHeader/Filer/NameControl0WILS
ReturnHeader/Filer/Phone07818994350
ReturnHeader/Filer/USAddress/AddressLine10800 SOUTH STREET NO 255
ReturnHeader/Filer/USAddress/City0WALTHAM
ReturnHeader/Filer/USAddress/State0MA
ReturnHeader/Filer/USAddress/ZIPCode002453
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02013-09-05
ReturnHeader/Officer/Name0JAMES WILSON
ReturnHeader/Officer/Phone07818994350
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/PreparerFirm/EIN0202577763
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10FORTIS MANAGEMENT GROUP LLC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10800 SOUTH STREET SUITE 255
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0WALTHAM
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0MA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode002453
ReturnHeader/Preparer/Name0FORTIS MANAGEMENT GROUP LLC
ReturnHeader/Preparer/Phone07818994350
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-05-01
ReturnHeader/TaxPeriodEndDate02013-04-30
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-09-13T11:58:18-05:00

Document Assets

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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$93,234
Liabilities
$0
Net assets
$93,234
Revenue
$38,923
Expenses
$114,830
Net income
-$75,907
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.04$0.00$0.00$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.04$0.00$0.03$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$0.00$0.00$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$0.00$0.35$0.35
2020Detailed filing. Detailed filing data is available for this year.$0.42$0.00$0.42$0.50$0.10$0.40
2019Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.00$0.00$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.00$0.00$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.00$0.00$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.00$0.00$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.00$0.05$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$0.30$1.16$0.86
2013Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.39$1.15$0.76
2012Summary only. Only limited summary data is available for this year.$1.69$0.00$0.91$5.04$4.13