Civic Intelligence

Wilkinson Foundation Comercia Bank

990PF • Fiscal year 2014 • EIN 38-6497639

Feb 01, 2013 to Jan 31, 2014 • Filed on May 13, 2014

3435 Pacific AvenueChelsea, MI 94118

(415) 567-5673

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

Higher debt load relative to assets than 28% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

28th percentile

0.00x

Higher debt load relative to revenue than 28% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Net Margin

50th percentile

3.2%

Higher net margin than 50% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Asset Growth

43rd percentile

0.2%

Faster asset growth than 43% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

85th percentile

50%

Faster revenue growth than 85% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Assets

Up

$4,968,933

Up $9,232 (+0.2%) from 2013

Net Assets

Up

$4,968,933

Up $9,232 (+0.2%) from 2013

Liabilities

Flat

$1

Flat from 2013

Revenue

Up

$284,103

Up $94,742 (+50%) from 2013

Expenses

Down

$274,871

Down $21,775 (-7.3%) from 2013

Net Income

Up

$9,232

Up $116,517 (+109%) from 2013

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2012: $5,066,986Liabilities 2012: $0Net Assets 2012: $5,066,9862012Assets 2013: $4,959,701Liabilities 2013: $1Net Assets 2013: $4,959,7012013Assets 2014: $4,968,933Liabilities 2014: $1Net Assets 2014: $4,968,9332014Assets 2015: $5,304,321Liabilities 2015: $1Net Assets 2015: $5,304,3212015Assets 2016: $6,334,959Liabilities 2016: $1Net Assets 2016: $6,334,9592016Assets 2018: $6,303,751Liabilities 2018: $0Net Assets 2018: $6,303,7512018Assets 2019: $6,399,155Liabilities 2019: $0Net Assets 2019: $6,399,1552019Assets 2020: $6,430,082Liabilities 2020: $02020Assets 2021: $6,428,310Liabilities 2021: $1Net Assets 2021: $6,428,3102021Assets 2022: $6,766,396Liabilities 2022: $1Net Assets 2022: $6,766,3962022Assets 2023: $6,603,063Liabilities 2023: $1Net Assets 2023: $6,603,0632023Assets 2024: $6,535,380Liabilities 2024: $12024Assets 2025: $6,686,469Liabilities 2025: $0Net Assets 2025: $6,686,4692025

Highlighted filing

2014

Assets$4,968,933
Liabilities$1
Net Assets$4,968,933

Operations Trend

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

$1.5M$1.0M$500K$0-$500KExpenses 2012: $342,3942012Revenue 2013: $189,361Expenses 2013: $296,646Net Income 2013: -$107,2852013Revenue 2014: $284,103Expenses 2014: $274,871Net Income 2014: $9,2322014Revenue 2015: $633,184Expenses 2015: $297,796Net Income 2015: $335,3882015Revenue 2016: $1,336,979Expenses 2016: $306,341Net Income 2016: $1,030,6382016Revenue 2018: $437,979Expenses 2018: $379,569Net Income 2018: $58,4102018Revenue 2019: $460,938Expenses 2019: $365,534Net Income 2019: $95,4042019Revenue 2020: $385,126Expenses 2020: $354,199Net Income 2020: $30,9272020Revenue 2021: $389,334Expenses 2021: $391,106Net Income 2021: -$1,7722021Revenue 2022: $783,229Expenses 2022: $445,143Net Income 2022: $338,0862022Revenue 2023: $48,643Expenses 2023: $306,243Net Income 2023: -$257,6002023Revenue 2024: $256,091Expenses 2024: $360,215Net Income 2024: -$104,1242024Revenue 2025: $506,905Expenses 2025: $355,816Net Income 2025: $151,0892025

Highlighted filing

2014

Revenue$284,103
Expenses$274,871
Net Income$9,232
Jump To
Filing Snapshot
Filing Period
Feb 1, 2013 to Jan 31, 2014
Signed
May 13, 2014
Return Version
2013v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
WARREN S WILKINSONTrustee-$0--
GUERIN S WILKINSONTrustee-$0--
TOM S WILKINSONTrustee-$0--
BRUCE WILKINSONTrustee-$0--
DR STEPHEN WILKINSONTrustee-$0--
BARY WILKSONTrustee-$0--
Filing and Contact Details

Filer

EIN
38-6497639
Phone
4155675673

Signing Officer

Name
Bary Wilkinson
Title
Treasurer
Phone
4155675673
Signed
2014-05-13

Preparer

Preparer
Elizabeth a Lundwall
Raw XML Appendix334 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0See attached - Short Term see attached
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1See attached - Long Term see attached
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2Capital Gain Dist see attached
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode449068
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode594118
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0249610
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0252241
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0276208
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0321669
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0235673
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0205566
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0152779
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.045001
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.049770
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.057756
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.044048
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.044093
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.029336
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt02631
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt05546769
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt05549676
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt05569481
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt05350356
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt04662063
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt05207960
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0253663
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.225003
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0251032
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0253663
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt02631
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0253663
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0BARY WILKINSON
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine103435 pacific ave
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City0san francisco
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode094118
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum04155675673
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0250250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0general char purpose
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine10see attached
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501c3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine10see attached
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0see attached
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode048236
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0250250
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0224571
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt029092
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0274707
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt029092
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt029092
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt029092
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0253663
IRS990PF/UndistributedIncomeGrp/Taxable2Amt03000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt029092
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt029092
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt050136
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt032092
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0misc office
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0211
OtherIncomeSchedule2/OtherIncomeDetail/Desc0misc income
TaxesSchedule/TaxesDetail/Amt04736
TaxesSchedule/TaxesDetail/CategoryTxt0federal
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt04736
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BARY WILKINSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04155675673
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine10Wilkinson Foundation
ReturnHeader/Filer/BusinessNameControlTxt0WILK
ReturnHeader/Filer/EIN0386497639
ReturnHeader/Filer/PhoneNum04155675673
ReturnHeader/Filer/USAddress/AddressLine103435 Pacific Avenue
ReturnHeader/Filer/USAddress/City0San Francisco
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode094118
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10ELIZABETH A LUNDWALL CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1010168 ROSEMARIE RUN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0BRIGHTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0481147655
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ELIZABETH A LUNDWALL
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-09-07T18:24:46-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-02-01
ReturnHeader/TaxPeriodEndDt02014-01-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$6.69$0.00$6.69$0.51$0.36$0.15
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.54$0.00$0.26$0.36$0.10
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.60$0.00$6.60$0.05$0.31$0.26
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.77$0.00$6.77$0.78$0.45$0.34
2021Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$6.43$0.00$6.43$0.39$0.39$0.00
2020Summary only. Only limited summary data is available for this year.$6.43$0.00$0.39$0.35$0.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.40$0.00$6.40$0.46$0.37$0.10
2018Detailed filing. Detailed filing data is available for this year.$6.30$0.00$6.30$0.44$0.38$0.06
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.33$0.00$6.33$1.34$0.31$1.03
2015Detailed filing. Detailed filing data is available for this year.$5.30$0.00$5.30$0.63$0.30$0.34
2014Detailed filing. Detailed filing data is available for this year.$4.97$0.00$4.97$0.28$0.27$0.01
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$4.96$0.00$4.96$0.19$0.30$0.11
2012Detailed filing. Detailed filing data is available for this year.$5.07$0.00$5.07$0.34