Civic Intelligence

Wilson Family Foundation C/O Plante & Moran PLLC

990PF • Fiscal year 2017 • EIN 04-6773530

May 01, 2016 to Apr 30, 2017 • Filed on May 31, 2017

Organization Profile
800 South Street No 255Waltham, MA 02453

(781) 899-4350

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

1st percentile

-3400%

Higher net margin than 1% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

41st percentile

-1.9%

Faster asset growth than 41% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

48th percentile

0.0%

Faster revenue growth than 48% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$1,728

Down $34 (-1.9%) from 2016

Net Assets

Down

$1,728

Down $34 (-1.9%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin1st percentile

Revenue

Flat

$1

Flat from 2016

Expenses

Flat

$35

Flat from 2016

Net Income

Flat

-$34

Flat from 2016

Historical Trend

Balance Sheet Trend

Asset Growth41st 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

2017

Assets$1,728
Liabilities$0
Net Assets$1,728
Open 2017 Filing

Operations Trend

Revenue Growth48th 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

2017

Revenue$1
Expenses$35
Net Income-$34
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2016 to Apr 30, 2017
Signed
May 31, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES M WILSONTrustee-$0--
M JANE WILSONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Wilson Family Foundation
EIN
04-6773530
Phone
7818994350
Address
800 SOUTH STREET NO 255, WALTHAM, MA 02453

Signing Officer

Name
James Wilson
Title
Trustee
Phone
7818994350
Signed
2017-05-31
Discuss with paid preparer
Yes

Preparer

Firm
Fortis Management Group LLC
Address
800 SOUTH STREET SUITE 255, WALTHAM, MA 02453
Preparer
Fortis Management Group LLC
Phone
7818994350
Raw XML Appendix261 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/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0THE FOUNDATION ACCOMPLISHES ITS CHARITABLE PURPOSE BY MAKING DIRECT GIFTS. THE SOURCE OF THESE GIFTS IS THE INCOME AND/OR PRINCIPAL OF ITS INVESTMENT PORTFOLIO. THE INTEREST, DIVIDENDS, CAPITAL GAINS AND OTHER INCOME ON LINES 3, 4, 7 AND 8 ARE THE INCOME GENERATED FROM THIS PORTFOLIO.
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ReturnHeader/BuildTS02017-02-10 21:41:12Z
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ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILSON FAMILY FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O FORTIS MANAGEMENT GROUP LLC
ReturnHeader/Filer/BusinessNameControlTxt0WILS
ReturnHeader/Filer/EIN0046773530
ReturnHeader/Filer/PhoneNum07818994350
ReturnHeader/Filer/USAddress/AddressLine1Txt0800 SOUTH STREET NO 255
ReturnHeader/Filer/USAddress/CityNm0WALTHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002453
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0E04A1D5AC35540B94CD538B7AC821DAB7A3319B5
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D0899E0F32F4635B0A122B73498B92365F8B9C53
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.77.27.225
ReturnHeader/FilingSecurityInformation/IPDt02017-05-31
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm009:38:01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0202577763
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FORTIS MANAGEMENT GROUP LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0800 SOUTH STREET SUITE 255
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WALTHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002453
ReturnHeader/PreparerPersonGrp/PhoneNum07818994350
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0FORTIS MANAGEMENT GROUP LLC
ReturnHeader/ReturnTs02017-08-09T08:10:26-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-05-01
ReturnHeader/TaxPeriodEndDt02017-04-30
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,728
Liabilities
$0
Net assets
$1,728
Revenue
$1
Expenses
$35
Net income
-$34
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