Civic Intelligence

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

990PF • Fiscal year 2023 • EIN 20-7496568

Jan 01, 2023 to Dec 31, 2023 • Filed on May 09, 2024

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

24th percentile

0.00x

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

2023 filings • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

21st percentile

0.00x

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

2023 filings • $5M-$10M nonprofits • Source year 2023

Net Margin

67th percentile

13%

Higher net margin than 67% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

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

2023 filings • $5M-$10M nonprofits • Source year 2023

Asset Growth

43rd percentile

1.5%

Faster asset growth than 43% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

86th percentile

68%

Faster revenue growth than 86% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$9,715,133

Up $144,179 (+1.5%) from 2022

Net Assets

Up

$9,715,133

Up $144,179 (+1.5%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin67th percentile

Revenue

Up

$1,067,724

Up $431,127 (+68%) from 2022

Expenses

Down

$925,655

Down $10,280 (-1.1%) from 2022

Net Income

Up

$142,069

Up $441,407 (+147%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth43rd 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

2023

Assets$9,715,133
Liabilities$0
Net Assets$9,715,133
Open 2023 Filing

Operations Trend

Revenue Growth86th 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

2023

Revenue$1,067,724
Expenses$925,655
Net Income$142,069
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 9, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay32nd 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
2024-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Carr Riggs & Ingram 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt018791027
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ROBERT W. BAIRD SECURITIES
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0536006
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01400
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt02463
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt04573
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt09717596
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IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt09715133
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
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IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0891116
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt014673
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt06403
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt08286
IRS990PF/FMVAssetsEOYAmt019081198
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IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
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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
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
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IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0911820
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/AppliedToCurrentYearAmt01400
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0911820
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0891116
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0913220
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0889716
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0911820
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0TAX REFUND RECEIVABLE 2022
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1TAX REFUND RECEIVABLE 2023
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt02273
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt12300
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt02273
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt12300
OtherDecreasesSchedule/OtherDecreasesDetail/Amt02463
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0FORM 2349 & BASIS ADJUSTMENTS
OtherIncomeSchedule2/OtherIncomeDetail/Desc0ROBERT W. BAIRD & CO.
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0355
OtherIncreasesSchedule/OtherIncreasesDetail/Amt04573
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0REFUND RECEIVABLE FROM FROM 2349 ADJUSTMENT
TaxesSchedule/TaxesDetail/Amt02749
TaxesSchedule/TaxesDetail/Amt18286
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt02749
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt18286
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JUSTIN P WILSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06153832308
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-09
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/PreparerFirmEIN0721396621
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CARR RIGGS & INGRAM 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/PreparationDt02024-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEPHEN C PASSEN CPA JD LLM
ReturnHeader/ReturnTs02024-05-10T13:03:27-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JUSTIN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WILSON
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,715,133
Liabilities
$0
Net assets
$9,715,133
Revenue
$1,067,724
Expenses
$925,655
Net income
$142,069
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