Civic Intelligence

Wise Family Charitable Trust

990PF • Fiscal year 2017 • EIN 20-5242708

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 30, 2018

Organization Profile

Refreshing map…

4922 Randall ParkwayWilmington, NC 28403

(910) 599-2779

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

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

-4853%

Higher net margin than 1% of similar nonprofits.

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

Top Officer Pay

88th percentile

$27,000

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 60.6% of source-year revenue.

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

Asset Growth

2nd percentile

-100%

Faster asset growth than 2% of similar nonprofits.

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

Revenue Growth

8th percentile

-56%

Faster revenue growth than 8% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $2,219,302 (-100%) from 2015

Net Assets

Down

$0

Down $2,219,302 (-100%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin1st percentile

Revenue

Up

$44,526

Up $63,357 (+336%) from 2015

Expenses

Up

$2,205,298

Up $2,095,432 (+1907%) from 2015

Net Income

Down

-$2,160,772

Down $2,032,075 (-1579%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth2nd percentile

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

$3.0M$2.0M$1.0M$0Assets 2006: $694,002Liabilities 2006: $02006Assets 2007: $2,096,687Liabilities 2007: $02007Assets 2008: $2,367,094Liabilities 2008: $02008Assets 2009: $2,318,834Liabilities 2009: $02009Assets 2010: $2,350,379Liabilities 2010: $02010Assets 2011: $2,327,054Liabilities 2011: $02011Assets 2012: $2,385,321Liabilities 2012: $02012Assets 2013: $2,364,889Liabilities 2013: $02013Assets 2014: $2,347,999Liabilities 2014: $02014Assets 2015: $2,219,302Liabilities 2015: $0Net Assets 2015: $2,219,3022015Assets 2017: $0Liabilities 2017: $0Net Assets 2017: $02017

Highlighted filing

2017

Assets$0
Liabilities$0
Net Assets$0
Open 2017 Filing

Operations Trend

Revenue Growth8th percentile

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

$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2006: $694,077Expenses 2006: $75Net Income 2006: $694,0022006Revenue 2007: $253,176Expenses 2007: $13,500Net Income 2007: $239,6762007Revenue 2008: $321,407Expenses 2008: $51,000Net Income 2008: $270,4072008Revenue 2009: $101,739Expenses 2009: $150,000Net Income 2009: -$48,2612009Revenue 2010: $102,545Expenses 2010: $71,000Net Income 2010: $31,5452010Revenue 2011: $106,674Expenses 2011: $130,000Net Income 2011: -$23,3262011Revenue 2012: $123,267Expenses 2012: $65,000Net Income 2012: $58,2672012Revenue 2013: $127,068Expenses 2013: $147,500Net Income 2013: -$20,4322013Revenue 2014: $134,106Expenses 2014: $150,997Net Income 2014: -$16,8912014Revenue 2015: -$18,831Expenses 2015: $109,866Net Income 2015: -$128,6972015Revenue 2017: $44,526Expenses 2017: $2,205,298Net Income 2017: -$2,160,7722017

Highlighted filing

2017

Revenue$44,526
Expenses$2,205,298
Net Income-$2,160,772
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 30, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay88th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Margaret HunterTrustee-$27,000-$27,000
Filing and Contact Details

Filer

Filer Name
Wise Family Charitable Trust
EIN
20-5242708
Phone
9105992779
Address
4922 Randall Parkway, Wilmington, NC 28403

Signing Officer

Name
Margaret Hunter
Title
Trustee
Signed
2018-04-30
Discuss with paid preparer
Yes

Preparer

Firm
Bearmancpa Pllc
Address
124 Cavalier Dr, WILMINGTON, NC 28403-2547
Preparer
Nigel Bearman
Phone
9105080630
Raw XML Appendix253 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/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02160772
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt056225
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt056225
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt056225
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt057015
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0790
IRS990PF/DistributableAmountGrp/TotalTaxAmt0790
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0204085
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IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt017365
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt057015
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01140296
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Margaret Hunter
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
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IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
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IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
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IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
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IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Wilmington
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IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Margaret Hunter
IRS990PF/StatementsRegardingActyGrp/PhoneNum09105992779
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Central Sierra Arts Council
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Columbia College Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2Sierra Repetory Theatre
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LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Legal fee regarding filing requirements
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LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01376
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
LiquidationExplanationStmt/ExplanationTxt0The Wise Family Charitable Trust was established on August 17, 2001 by a trust document that provided the trustee with the power to terminate the trust after a 10-year period and at her discretion to distribute the net assets, after all obligations are satisfied, to one or more of several named charities. The trustee exercised this power in June 2017 and distributed the remaining net assets of the organization to Columbia College Foundation, 11600 Columbia College Drive, Sonora, CA 9537 in the form of a transfer of mutual funds with a cost basis of $1,837,371 and a market value of $1,949,093.The organization has ceased to exist.
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt091
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Other Expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt091
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt044
TaxesSchedule/TaxesDetail/Amt0800
TaxesSchedule/TaxesDetail/Amt12075
TaxesSchedule/TaxesDetail/Amt244
TaxesSchedule/TaxesDetail/CategoryTxt0Excise Tax estimated
TaxesSchedule/TaxesDetail/CategoryTxt1Excise Taxes (US Treasury)
TaxesSchedule/TaxesDetail/CategoryTxt2Other tax
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt044
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Margaret Hunter
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Wise Family Charitable Trust
ReturnHeader/Filer/BusinessNameControlTxt0WISE
ReturnHeader/Filer/EIN0205242708
ReturnHeader/Filer/PhoneNum09105992779
ReturnHeader/Filer/USAddress/AddressLine1Txt04922 Randall Parkway
ReturnHeader/Filer/USAddress/CityNm0Wilmington
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028403
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BEARMANCPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0124 Cavalier Dr
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WILMINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0284032547
ReturnHeader/PreparerPersonGrp/PhoneNum09105080630
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Nigel Bearman
ReturnHeader/ReturnTs02018-04-30T13:12:58-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$44,526
Expenses
$2,205,298
Net income
-$2,160,772
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.04$2.21$2.16
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.22$0.00$2.22$0.02$0.11$0.13
2014Summary only. Only limited summary data is available for this year.$2.35$0.00$0.13$0.15$0.02
2013Summary only. Only limited summary data is available for this year.$2.36$0.00$0.13$0.15$0.02
2012Summary only. Only limited summary data is available for this year.$2.39$0.00$0.12$0.07$0.06
2011Summary only. Only limited summary data is available for this year.$2.33$0.00$0.11$0.13$0.02
2010Summary only. Only limited summary data is available for this year.$2.35$0.00$0.10$0.07$0.03
2009Summary only. Only limited summary data is available for this year.$2.32$0.00$0.10$0.15$0.05
2008Summary only. Only limited summary data is available for this year.$2.37$0.00$0.32$0.05$0.27
2007Summary only. Only limited summary data is available for this year.$2.10$0.00$0.25$0.01$0.24
2006Summary only. Only limited summary data is available for this year.$0.69$0.00$0.69$0.00$0.69