Civic Intelligence

Mba Wilson Trust

EIN 20-7496568 • Nashville, TN

206 Craighead AveNashville, TN 37205
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

24th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

25th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Net Margin

14th percentile

-24%

Higher net margin than 14% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Top Officer Pay

33rd percentile

$0

Higher top officer pay than 33% of similar nonprofits.

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

$5M-$10M nonprofits • Source year 2024

Asset Growth

28th percentile

-1.8%

Faster asset growth than 28% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

10th percentile

-30%

Faster revenue growth than 10% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$9,538,302

Down $176,831 (-1.8%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$9,538,302

Down $176,831 (-1.8%) from 2023

Operations
Liabilities / Revenue25th percentileNet Margin14th percentile

Revenue

Down

$742,697

Down $325,027 (-30%) from 2023

Expenses

Down

$920,622

Down $5,033 (-0.5%) from 2023

Net Income

Down

-$177,925

Down $319,994 (-225%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth28th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15M$10M$5.0M$0Assets 2011: $11,642,395Liabilities 2011: $02011Assets 2012: $11,459,175Liabilities 2012: $02012Assets 2013: $11,650,607Liabilities 2013: $0Net Assets 2013: $11,650,6072013Assets 2014: $11,437,109Liabilities 2014: $0Net Assets 2014: $11,437,1092014Assets 2015: $11,170,007Liabilities 2015: $0Net Assets 2015: $11,170,0072015Assets 2016: $10,943,028Liabilities 2016: $0Net Assets 2016: $10,943,0282016Assets 2017: $11,051,884Liabilities 2017: $0Net Assets 2017: $11,051,8842017Assets 2018: $10,789,422Liabilities 2018: $0Net Assets 2018: $10,789,4222018Assets 2019: $10,904,168Liabilities 2019: $0Net Assets 2019: $10,904,1682019Assets 2020: $10,131,359Liabilities 2020: $0Net Assets 2020: $10,131,3592020Assets 2021: $9,882,345Liabilities 2021: $0Net Assets 2021: $9,882,3452021Assets 2022: $9,570,954Liabilities 2022: $0Net Assets 2022: $9,570,9542022Assets 2023: $9,715,133Liabilities 2023: $0Net Assets 2023: $9,715,1332023Assets 2024: $9,538,302Liabilities 2024: $0Net Assets 2024: $9,538,3022024

Highlighted filing

2024

Assets$9,538,302
Liabilities$0
Net Assets$9,538,302
Open 2024 Filing

Operations Trend

Revenue Growth10th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0-$500K-$1.0MRevenue 2011: $285,221Expenses 2011: $465,670Net Income 2011: -$180,4492011Revenue 2012: $324,014Expenses 2012: $507,234Net Income 2012: -$183,2202012Revenue 2013: $728,144Expenses 2013: $536,712Net Income 2013: $191,4322013Revenue 2014: $381,338Expenses 2014: $594,836Net Income 2014: -$213,4982014Revenue 2015: $392,657Expenses 2015: $659,610Net Income 2015: -$266,9532015Revenue 2016: $412,729Expenses 2016: $639,708Net Income 2016: -$226,9792016Revenue 2017: $815,772Expenses 2017: $706,101Net Income 2017: $109,6712017Revenue 2018: $490,289Expenses 2018: $752,751Net Income 2018: -$262,4622018Revenue 2019: $869,826Expenses 2019: $755,080Net Income 2019: $114,7462019Revenue 2020: -$15,452Expenses 2020: $757,357Net Income 2020: -$772,8092020Revenue 2021: $495,941Expenses 2021: $746,604Net Income 2021: -$250,6632021Revenue 2022: $636,597Expenses 2022: $935,935Net Income 2022: -$299,3382022Revenue 2023: $1,067,724Expenses 2023: $925,655Net Income 2023: $142,0692023Revenue 2024: $742,697Expenses 2024: $920,622Net Income 2024: -$177,9252024

Highlighted filing

2024

Revenue$742,697
Expenses$920,622
Net Income-$177,925
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,538,302
Liabilities
$0
Net assets
$9,538,302
Revenue
$742,697
Expenses
$920,622
Net income
-$177,925
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.54$0.00$9.54$0.74$0.92$0.18
2023Detailed filing. Detailed filing data is available for this year.$9.72$0.00$9.72$1.07$0.93$0.14
2022Detailed filing. Detailed filing data is available for this year.$9.57$0.00$9.57$0.64$0.94$0.30
2021Detailed filing. Detailed filing data is available for this year.$9.88$0.00$9.88$0.50$0.75$0.25
2020Detailed filing. Detailed filing data is available for this year.$10.1$0.00$10.1$0.02$0.76$0.77
2019Detailed filing. Detailed filing data is available for this year.$10.9$0.00$10.9$0.87$0.76$0.11
2018Detailed filing. Detailed filing data is available for this year.$10.8$0.00$10.8$0.49$0.75$0.26
2017Detailed filing. Detailed filing data is available for this year.$11.1$0.00$11.1$0.82$0.71$0.11
2016Detailed filing. Detailed filing data is available for this year.$10.9$0.00$10.9$0.41$0.64$0.23
2015Detailed filing. Detailed filing data is available for this year.$11.2$0.00$11.2$0.39$0.66$0.27
2014Detailed filing. Detailed filing data is available for this year.$11.4$0.00$11.4$0.38$0.59$0.21
2013Detailed filing. Detailed filing data is available for this year.$11.7$0.00$11.7$0.73$0.54$0.19
2012Summary only. Only limited summary data is available for this year.$11.5$0.00$0.32$0.51$0.18
2011Summary only. Only limited summary data is available for this year.$11.6$0.00$0.29$0.47$0.18
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 13, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay33rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JUSTIN P WILSONTrustee-$0--
WILLIAM M WILSONTrustee-$0--
BLAIR J WILSONTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantMONTGOMERY BELL ACADEMYGENERAL USE WITH SPECIAL ATTENTION TO LIBRARYNONENASHVILLE, TN, US$889,716
Filing and Contact Details

Filer

Filer Name
Mba Wilson Trust
EIN
20-7496568
Phone
6153832308
Address
206 CRAIGHEAD AVE, NASHVILLE, TN 37205

Signing Officer

Name
Justin P Wilson
Title
Trustee
Phone
6153832308
Signed
2025-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Cri Advisors LLC
Address
3011 ARMORY DRIVE SUITE 300, NASHVILLE, TN 37204
Preparer
Stephen C Passen CPA Jd Llm
Phone
6156651811
Raw XML Appendix301 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/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd037205
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TN
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum06153270566
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0889716
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL USE WITH SPECIAL ATTENTION TO LIBRARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0MONTGOMERY BELL ACADEMY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt04001 WEST END AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NASHVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd037205
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0889716
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt01250
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0889716
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01024158
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0890966
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt01022908
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0889716
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt02273
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt12300
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0TAX REFUND RECEIVABLE 2022
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1TAX REFUND RECEIVABLE 2023
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc2TAX REFUND RECEIVABLE 2024
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt02273
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt12300
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt25678
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt02273
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt12300
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt25678
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0185
OtherIncreasesSchedule/OtherIncreasesDetail/Amt1909
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0FORM 2349 & BASIS ADJUSTMENTS
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1REFUND RECEIVABLE FROM FROM 2349 ADJUSTMENT
TaxesSchedule/TaxesDetail/Amt04343
TaxesSchedule/TaxesDetail/Amt124063
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt04343
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt124063
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JUSTIN P WILSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06153832308
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MBA WILSON TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0JUSTIN P WILLIAM M & BLAIR J WILSON TR
ReturnHeader/Filer/BusinessNameControlTxt0MBAW
ReturnHeader/Filer/EIN0207496568
ReturnHeader/Filer/PhoneNum06153832308
ReturnHeader/Filer/USAddress/AddressLine1Txt0206 CRAIGHEAD AVE
ReturnHeader/Filer/USAddress/CityNm0NASHVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd037205
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0994625061
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CRI ADVISORS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03011 ARMORY DRIVE SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NASHVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd037204
ReturnHeader/PreparerPersonGrp/PhoneNum06156651811
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEPHEN C PASSEN CPA JD LLM
ReturnHeader/ReturnTs02025-05-14T14:40:01-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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