Civic Intelligence

Matilda R Wilson Fund

990T • Fiscal year 2022 • EIN 38-6087665

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 14, 2023

Organization Profile
6 FL Ford Field 1901 St Antoine StDetroit, MI 48226

(313) 392-1040

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$30M$20M$10M$0Assets 2011: $23,142,077Liabilities 2011: $02011Assets 2012: $22,713,748Liabilities 2012: $02012Assets 2013: $25,361,545Liabilities 2013: $2,223,7332013Assets 2014: $24,541,162Liabilities 2014: $3,017,9252014Assets 2015: $22,501,006Liabilities 2015: $3,952,6982015Assets 2019: $18,929,306Liabilities 2019: $2,977,6602019Assets 2020: $18,821,427Liabilities 2020: $3,046,136Net Assets 2020: $15,775,2912020Assets 2021: $19,266,421Liabilities 2021: $2,996,114Net Assets 2021: $16,270,3072021Assets 2022: $13,411,752Liabilities 2022: $2,377,660Net Assets 2022: $11,034,0922022Assets 2023: $13,046,801Liabilities 2023: $1,852,078Net Assets 2023: $11,194,7232023Assets 2024: $12,409,857Liabilities 2024: $1,775,000Net Assets 2024: $10,634,8572024

Latest loaded filing

2024

Assets$12,409,857
Liabilities$1,775,000
Net Assets$10,634,857
Open 2024 Filing

Operations Trend

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

$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2011: $417,267Expenses 2011: $2,561,065Net Income 2011: -$2,143,7982011Revenue 2012: $761,586Expenses 2012: $2,692,594Net Income 2012: -$1,931,0082012Revenue 2013: $1,753,286Expenses 2013: $2,489,105Net Income 2013: -$735,8192013Revenue 2014: $1,637,404Expenses 2014: $2,535,580Net Income 2014: -$898,1762014Revenue 2015: $699,475Expenses 2015: $2,652,907Net Income 2015: -$1,953,4322015Revenue 2019: $829,912Expenses 2019: $2,167,515Net Income 2019: -$1,337,6032019Revenue 2020: $759,528Expenses 2020: $2,737,503Net Income 2020: -$1,977,9752020Revenue 2021: $1,523,597Expenses 2021: $1,997,587Net Income 2021: -$473,9902021Revenue 2022: $274,635Expenses 2022: $2,210,552Net Income 2022: -$1,935,9172022Revenue 2023: $856,108Expenses 2023: $1,766,337Net Income 2023: -$910,2292023Revenue 2024: $2,639,264Expenses 2024: $1,773,281Net Income 2024: $865,9832024

Latest loaded filing

2024

Revenue$2,639,264
Expenses$1,773,281
Net Income$865,983
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 14, 2023
Return Version
2022v7.0
Filing and Contact Details

Filer

Filer Name
Matilda R Wilson Fund
EIN
38-6087665
Phone
3133921040
Address
6 FL FORD FIELD 1901 ST ANTOINE ST, DETROIT, MI 48226

Signing Officer

Name
David Stephens
Title
Treasurer
Phone
3133921040
Signed
2023-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Plante & Moran Pllc
Address
1098 WOODWARD AVE, DETROIT, MI 48226
Preparer
Amy Ciminello
Phone
3134967200
Raw XML Appendix117 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
IRS1120ScheduleD/CapitalGainNetIncomeAmt050900
IRS1120ScheduleD/NetCapitalGainAmt050900
IRS1120ScheduleD/NetLTCapitalGainOrLossAmt050900
IRS1120ScheduleD/TotalLTCGL1099BNotShowBasisGrp/TotalGainOrLossAmt050900
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt050900
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0UNRELATED DEBT FINANCED GAIN
IRS8949/LongTermCapitalGainAndLossGrp/TotalGainOrLossAmt050900
IRS8949/LongTermCapitalGainAndLossGrp/TransRptOn1099BNotShowBasisInd0X
IRS990T/BooksInCareOfDetail/PersonNm0ROBIN L OOSTERVEEN
IRS990T/BooksInCareOfDetail/PhoneNum03132597777
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt06TH FLOOR AT FORD FIELD 1901 ST A
IRS990T/BooksInCareOfDetail/USAddress/CityNm0DETROIT
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd048226
IRS990T/BookValueAssetsEOYAmt013469454
IRS990T/ChangeInMethodOfAccountingInd00
IRS990T/CharitableContributionsDedAmt06269
IRS990T/ESPenaltyAmt061
IRS990T/EstimatedTaxPaymentsAmt04985
IRS990T/ExtsnRequestIncomeTaxPaidAmt07000
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OverpaymentSection/AppliedToESTaxAmt08270
IRS990T/OverpaymentSection/OverpaymentAmt08270
IRS990T/OverpaymentSection/RefundAmt00
IRS990T/PaidTaxLiabilityAmt00
IRS990T/PriorYearOverpaymentCreditAmt0295
IRS990TScheduleA/CapitalGainNetIncomeAmt050900
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/NetUnrelatedDebtFincdIncmAmt0-11537
IRS990TScheduleA/OtherDeductionsAmt013287
IRS990TScheduleA/PrincipalBusinessActivityCd0900003
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalAllocableDeductionsAmt047251
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt013287
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt035714
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt039363
IRS990TScheduleA/TotUnrltTrdBusIncmAmt086614
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt047251
IRS990TScheduleA/TradeOrBusinessDesc0SEE ATTACHED
IRS990TScheduleA/UBIBeforeNOLDedAmt026076
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt026076
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AllocableDeductionAmt047251
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AverageAcquisitionAdjBasisPct00.33364
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AverageAcquisitionDebtAmt02000000
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AverageAdjustedBasisAmt05994560
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/GrossIncomeAmt0107044
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/GrossIncomeReportableAmt035714
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/OtherDebtFinancedDeductionAmt0141624
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/StraightLineDepreciationDedAmt00
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/TotalDebtFinancedDeductionAmt0141624
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/USAddress/AddressLine1Txt02801 MARKET STREET
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/USAddress/CityNm0SAINT LOUIS
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/USAddress/StateAbbreviationCd0MO
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/USAddress/ZIPCd063103
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt03949
IRS990T/TaxLessCreditsAmt03949
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt012280
IRS990T/TotalTaxAmt03949
IRS990T/TotalTaxComputationAmt03949
IRS990T/TotalUBTIAmt018807
IRS990T/TotalUBTIBeforeNOLSpecificAmt019807
IRS990T/TotalUBTIBeforeSection199AAmt019807
IRS990T/TotalUBTIComputedAmt026076
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID STEPHENS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03133921040
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MATILDA R WILSON FUND
ReturnHeader/Filer/BusinessNameControlTxt0MATI
ReturnHeader/Filer/EIN0386087665
ReturnHeader/Filer/PhoneNum03133921040
ReturnHeader/Filer/USAddress/AddressLine1Txt06 FL FORD FIELD 1901 ST ANTOINE ST
ReturnHeader/Filer/USAddress/CityNm0DETROIT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd048226
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0381357951
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PLANTE & MORAN PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01098 WOODWARD AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DETROIT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd048226
ReturnHeader/PreparerPersonGrp/PhoneNum03134967200
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AMY CIMINELLO
ReturnHeader/ReturnTs02023-11-15T08:04:55-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DAVID
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0STEPHENS
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$12.4$1.78$10.6$2.64$1.77$0.87
2023Detailed filing. Detailed filing data is available for this year.$13.0$1.85$11.2$0.86$1.77$0.91
2022Detailed filing. Detailed filing data is available for this year.$13.4$2.38$11.0$0.27$2.21$1.94
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.
2021Detailed filing. Detailed filing data is available for this year.$19.3$3.00$16.3$1.52$2.00$0.47
2020Detailed filing. Detailed filing data is available for this year.$18.8$3.05$15.8$0.76$2.74$1.98
2019Summary only. Only limited summary data is available for this year.$18.9$2.98$0.83$2.17$1.34
2015Summary only. Only limited summary data is available for this year.$22.5$3.95$0.70$2.65$1.95
2014Summary only. Only limited summary data is available for this year.$24.5$3.02$1.64$2.54$0.90
2013Summary only. Only limited summary data is available for this year.$25.4$2.22$1.75$2.49$0.74
2012Summary only. Only limited summary data is available for this year.$22.7$0.00$0.76$2.69$1.93
2011Summary only. Only limited summary data is available for this year.$23.1$0.00$0.42$2.56$2.14