Civic Intelligence

Wilson Sheehan Foundation

990PF • Fiscal year 2024 • EIN 32-6266976

Jul 01, 2023 to Jun 30, 2024 • Filed on Apr 22, 2025

P O Box 3085Springfield, OH 45501

(203) 258-9126

Siviq Scores

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

Liabilities / Assets

56th percentile

0.22x

Higher debt load relative to assets than 56% of similar nonprofits.

2024 filings • $50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

81st percentile

1.36x

Higher debt load relative to revenue than 81% of similar nonprofits.

2024 filings • $50M-$100M nonprofits • Source year 2024

Net Margin

78th percentile

31%

Higher net margin than 78% of similar nonprofits.

2024 filings • $50M-$100M nonprofits • Source year 2024

Top Officer Pay

39th percentile

$223,650

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 2.4% of source-year revenue.

2024 filings • $50M-$100M nonprofits • Source year 2024

Asset Growth

10th percentile

-5.6%

Faster asset growth than 10% of similar nonprofits.

2024 filings • $50M-$100M nonprofits • Annualized from 2023 to 2024

Revenue Growth

5th percentile

-48%

Faster revenue growth than 5% of similar nonprofits.

2024 filings • $50M-$100M nonprofits • Annualized from 2023 to 2024

Assets

Down

$59,701,254

Down $3,533,606 (-5.6%) from 2023

Net Assets

Up

$46,810,116

Up $2,847,446 (+6.5%) from 2023

Liabilities

Down

$12,891,138

Down $6,381,052 (-33%) from 2023

Revenue

Down

$9,463,097

Down $8,613,170 (-48%) from 2023

Expenses

Down

$6,576,807

Down $2,284,117 (-26%) from 2023

Net Income

Down

$2,886,290

Down $6,329,053 (-69%) from 2023

Historical Trend

Balance Sheet Trend

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

$80M$60M$40M$20M$0Assets 2020: $45,915,392Liabilities 2020: $3,922,001Net Assets 2020: $41,993,3912020Assets 2021: $52,363,405Liabilities 2021: $4,341,502Net Assets 2021: $48,021,9032021Assets 2022: $57,339,515Liabilities 2022: $22,509,501Net Assets 2022: $34,830,0142022Assets 2023: $63,234,860Liabilities 2023: $19,272,190Net Assets 2023: $43,962,6702023Assets 2024: $59,701,254Liabilities 2024: $12,891,138Net Assets 2024: $46,810,1162024Assets 2025: $65,686,603Liabilities 2025: $9,556,502Net Assets 2025: $56,130,1012025

Highlighted filing

2024

Assets$59,701,254
Liabilities$12,891,138
Net Assets$46,810,116

Operations Trend

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

$40M$20M$0-$20MRevenue 2020: $9,590,147Expenses 2020: $4,634,255Net Income 2020: $4,955,8922020Revenue 2021: $16,034,247Expenses 2021: $10,005,735Net Income 2021: $6,028,5122021Revenue 2022: $15,119,930Expenses 2022: $28,311,819Net Income 2022: -$13,191,8892022Revenue 2023: $18,076,267Expenses 2023: $8,860,924Net Income 2023: $9,215,3432023Revenue 2024: $9,463,097Expenses 2024: $6,576,807Net Income 2024: $2,886,2902024Revenue 2025: $17,743,530Expenses 2025: $8,423,545Net Income 2025: $9,319,9852025

Highlighted filing

2024

Revenue$9,463,097
Expenses$6,576,807
Net Income$2,886,290
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Apr 22, 2025
Return Version
2023v6.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MAUREEN S MASSAROExecutive DirectorFT$213,000$10,650$223,650
CHRISTOPHER E WILSONTrusteePT$0--
LORRAINE WILSONTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Wilson Sheehan Foundation
EIN
32-6266976
Phone
2032589126
Address
P O BOX 3085, SPRINGFIELD, OH 45501

Signing Officer

Name
Lorraine Wilson
Title
Trustee
Phone
2032589126
Signed
2025-04-22
Discuss with paid preparer
Yes

Preparer

Firm
Clark Schaefer Hackett & Co
Address
14 EAST MAIN STREET SUITE 500, SPRINGFIELD, OH 45502
Preparer
Rebecca Peyton
Phone
9373992000
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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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42024-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt03177150
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt02886290
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt038844
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt046848960
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt043962670
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt046810116
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt03580102
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt03580102
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt03580102
IRS990PF/DistributableAmountGrp/IncomeTaxAmt084482
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt03725035
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt060451
IRS990PF/DistributableAmountGrp/TotalTaxAmt0144933
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt060480
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0132977
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt060451
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt072526
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt012046
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt060451
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt060451
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0132977
IRS990PF/FMVAssetsEOYAmt078706557
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt011299220
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt09507455
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt09547585
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt014466452
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt012610015
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt027120800
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt019272190
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt012891138
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt026523
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt029044
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt02690
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt02521
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt02521
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt037352428
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt037528372
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt041982760
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt043962670
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt046810116
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0114070
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt052891
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt052891
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt063234860
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt059701254
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt078706557
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt019272190
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt012891138
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt063234860
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt059701254
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt043962670
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt046810116
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt075635219
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt059858
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt075575361
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01134528
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt03725035
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt074500691
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt075635219
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt080000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt04000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm0ANDREA MASSARO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt0GRANTS MANAGER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt0PO BOX 3085
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm0SPRINGFIELD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd0OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd045501
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt015.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt115.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt240.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt2213000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt210650
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0CHRISTOPHER E WILSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1LORRAINE WILSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2MAUREEN S MASSARO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2EXECUTIVE DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0252 1ST AVE S
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1252 1ST AVE S
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2PO BOX 3085
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0NAPLES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1NAPLES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2SPRINGFIELD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd034102
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd134102
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd245501
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt011485780
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt011485780
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
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/Form990TFiledInd01
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0252 1ST AVE S
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NAPLES
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd034102
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00

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