Civic Intelligence

Gordon a Wilson Charitable Foundation Tr

990PF • Fiscal year 2024 • EIN 26-6910384

May 01, 2023 to Apr 30, 2024 • Filed on Sep 12, 2024

Organization Profile
1 E Chocolate Ave 200Hershey, PA 17033

(717) 520-5674

Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Net Margin

95th percentile

74%

Higher net margin than 95% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

Top Officer Pay

80th percentile

$417

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 1.7% of source-year revenue.

2024 filings • <$500k nonprofits • Source year 2024

Asset Growth

58th percentile

4.0%

Faster asset growth than 58% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$469,690

Up $17,918 (+4.0%) from 2023

Net Assets

Up

$469,690

Up $17,918 (+4.0%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin95th percentile

Revenue

Up

$24,370

Up $46,262 (+211%) from 2023

Expenses

Down

$6,452

Down $33,480 (-84%) from 2023

Net Income

Up

$17,918

Up $79,742 (+129%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

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

$800K$600K$400K$200K$0Assets 2012: $678,500Liabilities 2012: $0Net Assets 2012: $678,5002012Assets 2013: $651,054Liabilities 2013: $0Net Assets 2013: $651,0542013Assets 2014: $626,483Liabilities 2014: $0Net Assets 2014: $626,4832014Assets 2015: $611,043Liabilities 2015: $0Net Assets 2015: $611,0432015Assets 2016: $589,211Liabilities 2016: $0Net Assets 2016: $589,2112016Assets 2017: $569,840Liabilities 2017: $0Net Assets 2017: $569,8402017Assets 2018: $558,631Liabilities 2018: $0Net Assets 2018: $558,6312018Assets 2019: $536,427Liabilities 2019: $0Net Assets 2019: $536,4272019Assets 2020: $507,904Liabilities 2020: $0Net Assets 2020: $507,9042020Assets 2021: $497,820Liabilities 2021: $0Net Assets 2021: $497,8202021Assets 2022: $513,596Liabilities 2022: $0Net Assets 2022: $513,5962022Assets 2023: $451,772Liabilities 2023: $0Net Assets 2023: $451,7722023Assets 2024: $469,690Liabilities 2024: $0Net Assets 2024: $469,6902024Assets 2025: $434,956Liabilities 2025: $0Net Assets 2025: $434,9562025

Highlighted filing

2024

Assets$469,690
Liabilities$0
Net Assets$469,690
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50K-$100KExpenses 2012: $51,0032012Expenses 2013: $46,5442013Revenue 2014: $17,367Expenses 2014: $41,938Net Income 2014: -$24,5712014Revenue 2015: $24,374Expenses 2015: $39,814Net Income 2015: -$15,4402015Revenue 2016: $18,575Expenses 2016: $40,407Net Income 2016: -$21,8322016Revenue 2017: $19,236Expenses 2017: $38,643Net Income 2017: -$19,4072017Revenue 2018: $19,624Expenses 2018: $30,833Net Income 2018: -$11,2092018Revenue 2019: $14,886Expenses 2019: $37,090Net Income 2019: -$22,2042019Revenue 2020: $7,985Expenses 2020: $36,567Net Income 2020: -$28,5822020Revenue 2021: $24,873Expenses 2021: $34,960Net Income 2021: -$10,0872021Revenue 2022: $28,791Expenses 2022: $13,023Net Income 2022: $15,7682022Revenue 2023: -$21,892Expenses 2023: $39,932Net Income 2023: -$61,8242023Revenue 2024: $24,370Expenses 2024: $6,452Net Income 2024: $17,9182024Revenue 2025: $27,581Expenses 2025: $80,466Net Income 2025: -$52,8852025

Highlighted filing

2024

Revenue$24,370
Expenses$6,452
Net Income$17,918
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2023 to Apr 30, 2024
Signed
Sep 12, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRYN MAWR TRUST CO OF DELAWARETrustee-$417-$417
Filing and Contact Details

Filer

Filer Name
Wilson Gordon & Muriel Fdn
EIN
26-6910384
Phone
7175205674
Address
1 E CHOCOLATE AVE 200, HERSHEY, PA 17033

Signing Officer

Name
Jennifer Marshall
Title
President
Phone
7175205674
Signed
2024-09-12
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.

Path#Value
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1MUTUAL FUNDS-FIXED
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0291359
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1311514
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-969
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt010848
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-969
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt017918
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0469690
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0451772
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0469690
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt028093
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt028093
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt028093
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt028445
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0352
IRS990PF/DistributableAmountGrp/TotalTaxAmt0352
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0280
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0352
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt072
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0280
IRS990PF/FMVAssetsEOYAmt0602874
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0513596
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0577558
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0-369
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0577927
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt08663
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0568895
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0BRYN MAWR TRUST CO OF DELAWARE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt020 MONTCHANIN RD
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IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
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IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0HERSHEY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0PA
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
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IRS990PF/StatementsRegardingActyGrp/PhoneNum07175205663
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
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IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
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IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt015632
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt05811
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/Amt0224
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX ESTIMATE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER MARSHALL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07175205674
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-09-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILSON GORDON & MURIEL FDN
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O BRYN MAWR TRUST CO
ReturnHeader/Filer/BusinessNameControlTxt0WILS
ReturnHeader/Filer/EIN0266910384
ReturnHeader/Filer/PhoneNum07175205674
ReturnHeader/Filer/USAddress/AddressLine1Txt01 E CHOCOLATE AVE 200
ReturnHeader/Filer/USAddress/CityNm0HERSHEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd017033
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/ReturnTs02024-09-16T08:04:40-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-05-01
ReturnHeader/TaxPeriodEndDt02024-04-30
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$469,690
Liabilities
$0
Net assets
$469,690
Revenue
$24,370
Expenses
$6,452
Net income
$17,918
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.35$0.00$4.35$0.28$0.80$0.53
2024Detailed filing. Detailed filing data is available for this year.$4.70$0.00$4.70$0.24$0.06$0.18
2023Detailed filing. Detailed filing data is available for this year.$4.52$0.00$4.52$0.22$0.40$0.62
2022Detailed filing. Detailed filing data is available for this year.$5.14$0.00$5.14$0.29$0.13$0.16
2021Detailed filing. Detailed filing data is available for this year.$4.98$0.00$4.98$0.25$0.35$0.10
2020Detailed filing. Detailed filing data is available for this year.$5.08$0.00$5.08$0.08$0.37$0.29
2019Detailed filing. Detailed filing data is available for this year.$5.36$0.00$5.36$0.15$0.37$0.22
2018Detailed filing. Detailed filing data is available for this year.$5.59$0.00$5.59$0.20$0.31$0.11
2017Detailed filing. Detailed filing data is available for this year.$5.70$0.00$5.70$0.19$0.39$0.19
2016Detailed filing. Detailed filing data is available for this year.$5.89$0.00$5.89$0.19$0.40$0.22
2015Detailed filing. Detailed filing data is available for this year.$6.11$0.00$6.11$0.24$0.40$0.15
2014Detailed filing. Detailed filing data is available for this year.$6.26$0.00$6.26$0.17$0.42$0.25
2013Detailed filing. Detailed filing data is available for this year.$6.51$0.00$6.51$0.47
2012Detailed filing. Detailed filing data is available for this year.$6.79$0.00$6.79$0.51