Civic Intelligence

H M Willson Trust UW

990PF • Fiscal year 2025 • EIN 25-6068833

Jul 01, 2024 to Jun 30, 2025 • Filed on Dec 11, 2025

Organization Profile
505 Buhl BoulevardSharon, PA 16146

(724) 962-3200

Siviq Scores

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

Liabilities / Assets

41st percentile

0.00x

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

2025 filings • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

41st percentile

0.00x

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

2025 filings • $500k-$1M nonprofits • Source year 2025

Net Margin

4th percentile

-87%

Higher net margin than 4% of similar nonprofits.

2025 filings • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

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

2025 filings • $500k-$1M nonprofits • Source year 2025

Asset Growth

25th percentile

-3.7%

Faster asset growth than 25% of similar nonprofits.

2025 filings • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

7th percentile

-38%

Faster revenue growth than 7% of similar nonprofits.

2025 filings • $500k-$1M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets41st percentile

Assets

Down

$689,850

Down $26,686 (-3.7%) from 2024

Net Assets

Down

$689,850

Down $26,686 (-3.7%) from 2024

Liabilities

Flat

$0

Flat from 2024

Revenue And Expenses
Liabilities / Revenue41st percentileNet Margin4th percentile

Revenue

Down

$30,677

Down $19,139 (-38%) from 2024

Expenses

Down

$57,363

Down $1,138 (-1.9%) from 2024

Net Income

Down

-$26,686

Down $18,001 (-207%) from 2024

Historical Trend

Balance Sheet Trend

Asset Growth25th percentile

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

$800K$600K$400K$200K$0Assets 2021: $712,920Liabilities 2021: $0Net Assets 2021: $712,9202021Assets 2022: $706,941Liabilities 2022: $0Net Assets 2022: $706,9412022Assets 2023: $725,221Liabilities 2023: $0Net Assets 2023: $725,2212023Assets 2024: $716,536Liabilities 2024: $0Net Assets 2024: $716,5362024Assets 2025: $689,850Liabilities 2025: $0Net Assets 2025: $689,8502025

Highlighted filing

2025

Assets$689,850
Liabilities$0
Net Assets$689,850
Open 2025 Filing

Operations Trend

Revenue Growth7th percentile

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

$100K$50K$0-$50KRevenue 2021: $67,657Expenses 2021: $57,923Net Income 2021: $9,7342021Revenue 2022: $54,624Expenses 2022: $60,603Net Income 2022: -$5,9792022Revenue 2023: $67,704Expenses 2023: $49,424Net Income 2023: $18,2802023Revenue 2024: $49,816Expenses 2024: $58,501Net Income 2024: -$8,6852024Revenue 2025: $30,677Expenses 2025: $57,363Net Income 2025: -$26,6862025

Highlighted filing

2025

Revenue$30,677
Expenses$57,363
Net Income-$26,686
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Dec 11, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES E FEENEYPresident-$0--
JAMES EPSTEINTreasurer-$0--
ANGELA PALUMBOSecretary-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCOMMUNITY FOUNDATION OF W PA & EASTERN OH2025 GIFTINGPCSHARON, PA, US$48,500
Filing and Contact Details

Filer

Filer Name
Hm Willson Trust Uw
EIN
25-6068833
Phone
7249623200
Address
505 BUHL BOULEVARD, SHARON, PA 16146

Signing Officer

Name
James E Feeney
Title
President
Phone
7249623200
Signed
2025-12-11
Discuss with paid preparer
Yes

Preparer

Firm
Jfs Wealth Advisors LLC
Address
1479 N HERMITAGE RD, HERMITAGE, PA 16148
Preparer
Michelle L Wright CPA Mst
Phone
7249623200
Raw XML Appendix267 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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ExplnOfNonFilingWithAGStmt/ExplanationTxt0THE TRUST IS NOT REQUIRED TO SEND FORM 990-PF TO PENNSYLVANIA SINCE THEY ARE NOT SOLICITING CONTRIBUTIONS AS A PUBLIC CHARITY AND ARE NOT RECEIVING OR CLAIMING EXEMPTION FROM PENNSYLVANIA PROPERTY OR SALES TAX.
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JAMES E FEENEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JAMES EPSTEIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2ANGELA PALUMBO
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IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt028569
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt030757
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt08444
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt115
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISOR FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1FILING FEES
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt115
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02533
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/Amt0404
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0404
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES E FEENEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07249623200
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-12-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HM WILLSON TRUST UW
ReturnHeader/Filer/BusinessNameControlTxt0HMWI
ReturnHeader/Filer/EIN0256068833
ReturnHeader/Filer/PhoneNum07249623200
ReturnHeader/Filer/USAddress/AddressLine1Txt0505 BUHL BOULEVARD
ReturnHeader/Filer/USAddress/CityNm0SHARON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd016146
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0260580799
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JFS WEALTH ADVISORS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01479 N HERMITAGE RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HERMITAGE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd016148
ReturnHeader/PreparerPersonGrp/PhoneNum07249623200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHELLE L WRIGHT CPA MST
ReturnHeader/ReturnTs02026-01-21T10:20:19-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

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Filings

Displayed year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$689,850
Liabilities
$0
Net assets
$689,850
Revenue
$30,677
Expenses
$57,363
Net income
-$26,686
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$6.90$0.00$6.90$0.31$0.57$0.27
2024Detailed filing. Detailed filing data is available for this year.$7.17$0.00$7.17$0.50$0.59$0.09
2023Detailed filing. Detailed filing data is available for this year.$7.25$0.00$7.25$0.68$0.49$0.18
2022Detailed filing. Detailed filing data is available for this year.$7.07$0.00$7.07$0.55$0.61$0.06
2021Detailed filing. Detailed filing data is available for this year.$7.13$0.00$7.13$0.68$0.58$0.10