Civic Intelligence

Dr Thomas E Wilson Memorial Scholarship Fund

990PF • Fiscal year 2016 • EIN 34-1865160

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 14, 2017

108 Main Ave SW Suite 500Warren, OH 44481

(330) 392-1541

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

56th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

1st percentile

-2930%

Higher net margin than 1% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

18th percentile

-21%

Faster asset growth than 18% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

98th percentile

322%

Faster revenue growth than 98% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$37,821

Down $9,758 (-21%) from 2015

Net Assets

Down

$37,821

Down $9,758 (-21%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$333

Up $254 (+322%) from 2015

Expenses

Down

$10,091

Down $5,980 (-37%) from 2015

Net Income

Up

-$9,758

Up $6,234 (+39%) from 2015

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2013: $77,607Liabilities 2013: $0Net Assets 2013: $77,6072013Assets 2014: $63,571Liabilities 2014: $0Net Assets 2014: $63,5712014Assets 2015: $47,579Liabilities 2015: $0Net Assets 2015: $47,5792015Assets 2016: $37,821Liabilities 2016: $0Net Assets 2016: $37,8212016Assets 2017: $36,446Liabilities 2017: $0Net Assets 2017: $36,4462017Assets 2018: $0Liabilities 2018: $0Net Assets 2018: $02018

Highlighted filing

2016

Assets$37,821
Liabilities$0
Net Assets$37,821

Operations Trend

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

$20K$10K$0-$10K-$20KRevenue 2013: $2,342Expenses 2013: $16,026Net Income 2013: -$13,6842013Revenue 2014: $2,149Expenses 2014: $16,185Net Income 2014: -$14,0362014Revenue 2015: $79Expenses 2015: $16,071Net Income 2015: -$15,9922015Revenue 2016: $333Expenses 2016: $10,091Net Income 2016: -$9,7582016Revenue 2017: $661Expenses 2017: $2,036Net Income 2017: -$1,3752017Revenue 2018: $381Expenses 2018: $1,227Net Income 2018: -$8462018

Highlighted filing

2016

Revenue$333
Expenses$10,091
Net Income-$9,758
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 14, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PATRICK K WILSONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Dr Thomas E Wilson Memorial
EIN
34-1865160
Phone
3303921541
Address
108 MAIN AVE SW SUITE 500, WARREN, OH 44481

Signing Officer

Name
Patrick K Wilson
Title
Trustee
Phone
3303931541
Signed
2017-11-14
Discuss with paid preparer
Yes

Preparer

Firm
O'CONNOR HOSO & LOREE LLC
Address
8700 E MARKET ST SUITE 1, WARREN, OH 44484
Phone
3308569222
Raw XML Appendix389 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/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt011217
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt09883
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt010000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.139257
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.208224
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.167215
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.134508
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.096311
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.090027
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt03
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt044677
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt053942
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt074108
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt083393
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0102615
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0111078
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt010000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.696285
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt09997
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt010000
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt03
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt010000
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/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
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/IndividualWithBooksNm0PATRICK K WILSON
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0108 MAIN AVE SW SUITE 500
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0WARREN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0OH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd044481
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0OH
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum03303921541
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt010000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0STUDENT SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0JOHN F KENNEDY HIGH SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0EDUC. INST.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02550 CENTRAL PARKWAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0WARREN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd044481
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt010000
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/AppliedToCurrentYearAmt02231
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02231
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt08571
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt08743
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt07113
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt04986
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt04539
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt04539
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt037182
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt07769
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt08571
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt08743
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt07113
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt04986
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt010000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt07769
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt041721
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt033952
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK SERVICE CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt061
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt030
TaxesSchedule/TaxesDetail/CategoryTxt0FORM 8868 EXTENSION PAYMENT
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PATRICK K WILSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03303931541
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DR THOMAS E WILSON MEMORIAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SCHOLARSHIP FUND
ReturnHeader/Filer/BusinessNameControlTxt0DRTH
ReturnHeader/Filer/EIN0341865160
ReturnHeader/Filer/PhoneNum03303921541
ReturnHeader/Filer/USAddress/AddressLine1Txt0108 MAIN AVE SW SUITE 500
ReturnHeader/Filer/USAddress/CityNm0WARREN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd044481
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId06C0C7983BA27ACED2EB4852BFA1CD5211785A09A
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId06C0C7983BA27ACED2EB4852BFA1CD5211785A09A
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt075.185.156.30
ReturnHeader/FilingSecurityInformation/IPDt02017-11-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm015:14:58
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0562470951
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0O'CONNOR HOSO & LOREE LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08700 E MARKET ST SUITE 1
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WARREN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd044484
ReturnHeader/PreparerPersonGrp/PhoneNum03308569222
ReturnHeader/ReturnTs02017-11-15T11:31:54-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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