Civic Intelligence

J B Wilson & Garnet a Wilson Charitable Trust

990PF • Fiscal year 2017 • EIN 31-0983188

Jan 01, 2017 to Dec 31, 2017 • Filed on May 04, 2018

Organization Profile
Pobox 686Waverly, OH 45690-0686

(740) 947-4854

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

Higher debt load relative to assets than 29% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

37th percentile

0.02x

Higher debt load relative to revenue than 37% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

3rd percentile

-144%

Higher net margin than 3% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

19th percentile

-4.5%

Faster asset growth than 19% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

34th percentile

-1.2%

Faster revenue growth than 34% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets29th percentile

Assets

Down

$1,658,145

Down $78,426 (-4.5%) from 2016

Net Assets

Down

$1,656,489

Down $80,082 (-4.6%) from 2016

Liabilities

Up

$1,656

Up $1,656 from 2016

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin3rd percentile

Revenue

Down

$79,619

Down $972 (-1.2%) from 2016

Expenses

Down

$194,160

Down $24,750 (-11%) from 2016

Net Income

Up

-$114,541

Up $23,778 (+17%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $2,956,126Liabilities 2010: $0Net Assets 2010: $2,956,1262010Assets 2011: $2,369,458Liabilities 2011: $0Net Assets 2011: $2,369,4582011Assets 2012: $2,057,346Liabilities 2012: $0Net Assets 2012: $2,057,3462012Assets 2013: $2,061,356Liabilities 2013: $0Net Assets 2013: $2,061,3562013Assets 2014: $1,998,754Liabilities 2014: $0Net Assets 2014: $1,998,7542014Assets 2015: $1,881,693Liabilities 2015: $0Net Assets 2015: $1,881,6932015Assets 2016: $1,736,571Liabilities 2016: $0Net Assets 2016: $1,736,5712016Assets 2017: $1,658,145Liabilities 2017: $1,656Net Assets 2017: $1,656,4892017Assets 2018: $1,578,249Liabilities 2018: $0Net Assets 2018: $1,578,2492018Assets 2019: $1,599,258Liabilities 2019: $0Net Assets 2019: $1,599,2582019Assets 2020: $1,444,528Liabilities 2020: $0Net Assets 2020: $1,444,5282020Assets 2021: $1,326,542Liabilities 2021: $0Net Assets 2021: $1,326,5422021Assets 2022: $1,136,346Liabilities 2022: $0Net Assets 2022: $1,136,3462022Assets 2023: $885,778Liabilities 2023: $0Net Assets 2023: $885,7782023Assets 2024: $686,134Liabilities 2024: $15,213Net Assets 2024: $670,9212024

Highlighted filing

2017

Assets$1,658,145
Liabilities$1,656
Net Assets$1,656,489
Open 2017 Filing

Operations Trend

Revenue Growth34th percentile

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

$600K$400K$200K$0-$200K-$400KExpenses 2010: $521,4272010Expenses 2011: $457,5362011Expenses 2012: $394,0912012Revenue 2013: $91,748Expenses 2013: $234,998Net Income 2013: -$143,2502013Revenue 2014: $105,415Expenses 2014: $203,243Net Income 2014: -$97,8282014Revenue 2015: $90,937Expenses 2015: $199,590Net Income 2015: -$108,6532015Revenue 2016: $80,591Expenses 2016: $218,910Net Income 2016: -$138,3192016Revenue 2017: $79,619Expenses 2017: $194,160Net Income 2017: -$114,5412017Revenue 2018: $74,559Expenses 2018: $163,766Net Income 2018: -$89,2072018Revenue 2019: $95,203Expenses 2019: $152,108Net Income 2019: -$56,9052019Revenue 2020: $90,646Expenses 2020: $165,717Net Income 2020: -$75,0712020Revenue 2021: $75,533Expenses 2021: $192,973Net Income 2021: -$117,4402021Revenue 2022: $80,207Expenses 2022: $269,746Net Income 2022: -$189,5392022Revenue 2023: $64,984Expenses 2023: $315,057Net Income 2023: -$250,0732023Revenue 2024: $39,425Expenses 2024: $252,692Net Income 2024: -$213,2672024

Highlighted filing

2017

Revenue$79,619
Expenses$194,160
Net Income-$114,541
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 4, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BLAINE BEEKMANTrustee-$0--
BILLY S MOORETrustee-$0--
GLENDA WILLIAMSTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Jb Wilson & Garnet a Wilson Charitable Trust
EIN
31-0983188
Phone
7409474854
Address
POBOX 686, WAVERLY, OH 45690-0686

Signing Officer

Name
Billy S Moore
Title
Trustee
Phone
7409474854
Signed
2018-05-04
Discuss with paid preparer
Yes

Preparer

Firm
Billy S Moore CPA
Address
106 Walnut Street, Waverly, OH 45690-1154
Preparer
Billy S Moore CPA
Phone
7409474854
Raw XML Appendix288 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/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0219491
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0379781
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0379781
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0219491
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0219491
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0599272
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0599272
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt02893
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt1-338
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt22893
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt3-338
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt42893
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt5-338
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0IN TRANSIT FROM BROKER
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1FIT
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc2IN TRANSIT FROM BROKER
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc3FIT
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc4IN TRANSIT FROM BROKER
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc5FIT
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0590
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt1590
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt2590
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0590
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt1590
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt2590
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OFFICE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2OHIO FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3INVESTMENT ADVISOR
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt068
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1200
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt212000
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt068
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt117833
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2200
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt312000
OtherIncreasesSchedule/OtherIncreasesDetail/Amt034459
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0CAPITAL GAIN
TaxesSchedule/TaxesDetail/Amt01996
TaxesSchedule/TaxesDetail/Amt113
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01996
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt113
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BILLY S MOORE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07409474854
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JB WILSON & GARNET A WILSON CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0JBWI
ReturnHeader/Filer/EIN0310983188
ReturnHeader/Filer/PhoneNum07409474854
ReturnHeader/Filer/USAddress/AddressLine1Txt0POBOX 686
ReturnHeader/Filer/USAddress/CityNm0WAVERLY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd0456900686
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0D12179EFBC851333A47144DB4E40A937B9B33660
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D12179EFBC851333A47144DB4E40A937B9B33660
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt045.52.107.32
ReturnHeader/FilingSecurityInformation/IPDt02018-05-05
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm008:23:27
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BILLY S MOORE CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0106 Walnut Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Waverly
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0456901154
ReturnHeader/PreparerPersonGrp/PhoneNum07409474854
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BILLY S MOORE CPA
ReturnHeader/ReturnTs02018-05-05T08:23:34-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,658,145
Liabilities
$1,656
Net assets
$1,656,489
Revenue
$79,619
Expenses
$194,160
Net income
-$114,541
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.69$0.02$0.67$0.04$0.25$0.21
2023Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.06$0.32$0.25
2022Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.08$0.27$0.19
2021Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.08$0.19$0.12
2020Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.09$0.17$0.08
2019Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.10$0.15$0.06
2018Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.07$0.16$0.09
2017Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$0.08$0.19$0.11
2016Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.08$0.22$0.14
2015Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.09$0.20$0.11
2014Detailed filing. Detailed filing data is available for this year.$2.00$0.00$2.00$0.11$0.20$0.10
2013Detailed filing. Detailed filing data is available for this year.$2.06$0.00$2.06$0.09$0.23$0.14
2012Detailed filing. Detailed filing data is available for this year.$2.06$0.00$2.06$0.39
2011Detailed filing. Detailed filing data is available for this year.$2.37$0.00$2.37$0.46
2010Detailed filing. Detailed filing data is available for this year.$2.96$0.00$2.96$0.52