Civic Intelligence

Wilkinson Foundation Comercia Bank

990PF • Fiscal year 2017 • EIN 38-6497639

Feb 01, 2016 to Jan 31, 2017 • Filed on Dec 08, 2017

Organization Profile
13765 WaterlooChelsea, MI 48118

(734) 904-1484

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2017 filings • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

17th percentile

0.00x

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

2017 filings • $5M-$10M nonprofits • Source year 2017

Net Margin

10th percentile

-35%

Higher net margin than 10% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

28th percentile

$0

Higher top officer pay than 28% of similar nonprofits.

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

2017 filings • $5M-$10M nonprofits • Source year 2017

Asset Growth

29th percentile

-1.4%

Faster asset growth than 29% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

2nd percentile

-81%

Faster revenue growth than 2% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets17th percentile

Assets

Down

$6,245,341

Down $89,618 (-1.4%) from 2016

Net Assets

Down

$6,245,341

Down $89,618 (-1.4%) from 2016

Liabilities

Down

$0

Down $1 (-100%) from 2016

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin10th percentile

Revenue

Down

$255,316

Down $1,081,663 (-81%) from 2016

Expenses

Up

$344,934

Up $38,593 (+13%) from 2016

Net Income

Down

-$89,618

Down $1,120,256 (-109%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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 2017: $6,245,341Liabilities 2017: $0Net Assets 2017: $6,245,3412017Assets 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

2017

Assets$6,245,341
Liabilities$0
Net Assets$6,245,341
Open 2017 Filing

Operations Trend

Revenue Growth2nd percentile

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 2017: $255,316Expenses 2017: $344,934Net Income 2017: -$89,6182017Revenue 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

2017

Revenue$255,316
Expenses$344,934
Net Income-$89,618
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Feb 1, 2016 to Jan 31, 2017
Signed
Dec 8, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay28th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GUERIN S WILKINSONTreasurer-$0--
TODD S WILKINSONSecretary-$0--
WARREN WILKINSON JRPresident-$0--
Filing and Contact Details

Filer

Filer Name
Wilkinson Foundation
EIN
38-6497639
Phone
7349041484
Address
13765 Waterloo, Chelsea, MI 48118

Signing Officer

Name
Bary Wilkinson
Title
Treasurer
Phone
7349041484
Signed
2017-12-08
Discuss with paid preparer
Yes

Preparer

Firm
Elizabeth a Lundwall CPA
Address
10168 ROSEMARIE RUN, BRIGHTON, MI 48114-7655
Preparer
Elizabeth a Lundwall CPA
Phone
3135066691
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/PropertyDesc2See attached 615 account - long term
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4LTCG Dist Fidelity y88-622615
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1TODD S WILKINSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2WARREN WILKINSON JR
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd048103
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd148304
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd204042
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0299162
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0301535
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0276696
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0277120
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0251032
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0276208
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0321669
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.047787
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.042804
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.043349
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.045257
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.049770
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.057756
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt02373
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt06260325
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt06464197
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt06392728
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt05546769
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt05549676
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt05569481
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0299769
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.238936
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0299769
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0299769
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0299769
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/IndividualWithBooksNm0GUERIN WILKINSON
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt013765 Waterloo Rd
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Cchelsea
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd048114
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum07349041484
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0291750
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0general char purpose
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Various
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501c3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0see attached
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0see attached
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd048236
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0291750
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/AppliedToCurrentYearAmt0199306
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0100463
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0308271
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0299769
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0108965
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0100463
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Supplies
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0179
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0179
TaxesSchedule/TaxesDetail/Amt027110
TaxesSchedule/TaxesDetail/CategoryTxt0federal
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BARY WILKINSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07349041484
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-12-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Wilkinson Foundation
ReturnHeader/Filer/BusinessNameControlTxt0WILK
ReturnHeader/Filer/EIN0386497639
ReturnHeader/Filer/PhoneNum07349041484
ReturnHeader/Filer/USAddress/AddressLine1Txt013765 Waterloo
ReturnHeader/Filer/USAddress/CityNm0Chelsea
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd048118
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0B1CC3FE892A07BAE0B188C6CE2614D2B5D7DC592
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0B1CC3FE892A07BAE0B188C6CE2614D2B5D7DC592
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.14.47.241
ReturnHeader/FilingSecurityInformation/IPDt02017-12-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm021:46:43
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ELIZABETH A LUNDWALL CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010168 ROSEMARIE RUN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BRIGHTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0481147655
ReturnHeader/PreparerPersonGrp/PhoneNum03135066691
ReturnHeader/PreparerPersonGrp/PreparationDt02017-12-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ELIZABETH A LUNDWALL CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-12-08T21:46:48-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-02-01
ReturnHeader/TaxPeriodEndDt02017-01-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$6,245,341
Liabilities
$0
Net assets
$6,245,341
Revenue
$255,316
Expenses
$344,934
Net income
-$89,618
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
2017Detailed filing. Detailed filing data is available for this year.$6.25$0.00$6.25$0.26$0.34$0.09
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