Civic Intelligence

Mba Wilson Trust Justin P William M & Blair J Wilson Tr

990PF • Fiscal year 2019 • EIN 20-7496568

Jan 01, 2019 to Dec 31, 2019 • Filed on May 11, 2020

Organization Profile
206 Craighead AveNashville, TN 37205

(615) 383-2308

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2019 filings • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

17th percentile

0.00x

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

2019 filings • $10M-$25M nonprofits • Source year 2019

Net Margin

68th percentile

13%

Higher net margin than 68% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

21st percentile

$0

Higher top officer pay than 21% of similar nonprofits.

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

2019 filings • $10M-$25M nonprofits • Source year 2019

Asset Growth

39th percentile

1.1%

Faster asset growth than 39% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

92nd percentile

77%

Faster revenue growth than 92% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$10,904,168

Up $114,746 (+1.1%) from 2018

Net Assets

Up

$10,904,168

Up $114,746 (+1.1%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin68th percentile

Revenue

Up

$869,826

Up $379,537 (+77%) from 2018

Expenses

Up

$755,080

Up $2,329 (+0.3%) from 2018

Net Income

Up

$114,746

Up $377,208 (+144%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$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

2019

Assets$10,904,168
Liabilities$0
Net Assets$10,904,168
Open 2019 Filing

Operations Trend

Revenue Growth92nd percentile

Revenue, expenses, and net income across loaded years, with this 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

2019

Revenue$869,826
Expenses$755,080
Net Income$114,746
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 11, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay21st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JUSTIN P WILSONTrustee-$0--
WILLIAM M WILSONTrustee-$0--
BLAIR J WILSONTrustee-$0--
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
2020-05-11
Discuss with paid preparer
Yes

Preparer

Firm
Carr Riggs & Ingram LLC
Address
3011 ARMORY DRIVE SUITE 190, NASHVILLE, TN 37204
Preparer
Stephen C Passen CPA Jd Llm
Phone
6156651811
Raw XML Appendix320 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/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt015018532
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0230137
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0755615
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JUSTIN P WILSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1WILLIAM M WILSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2BLAIR J WILSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
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IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd01
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd01
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0JUSTIN P WILSON
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0206 CRAIGHEAD AVENUE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NASHVILLE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TN
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/Amt0750295
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/TotalGrantOrContriPdDurYrAmt0750295
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/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0751145
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0746956
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0751145
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt02150
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0746956
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0753295
TaxesSchedule/TaxesDetail/Amt03085
TaxesSchedule/TaxesDetail/Amt10
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt03085
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JUSTIN P WILSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06153832308
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-11
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D8887A6CBDD517AEB9FB13012BC61CFC7CA2B8B6
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0159.100.161.121
ReturnHeader/FilingSecurityInformation/IPDt02020-05-11
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm012:04:45
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0721396621
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CARR RIGGS & INGRAM LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03011 ARMORY DRIVE SUITE 190
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NASHVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd037204
ReturnHeader/PreparerPersonGrp/PhoneNum06156651811
ReturnHeader/PreparerPersonGrp/PreparationDt02020-05-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEPHEN C PASSEN CPA JD LLM
ReturnHeader/ReturnTs02020-05-19T09:52:05-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$10,904,168
Liabilities
$0
Net assets
$10,904,168
Revenue
$869,826
Expenses
$755,080
Net income
$114,746
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