Civic Intelligence

Wilson Family Foundation Inc

EIN 39-1656189 • Brookfield, WI

19160 Still Point TrailBrookfield, WI 53045
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

87th percentile

49%

Higher net margin than 87% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

61st percentile

6.2%

Faster asset growth than 61% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

98th percentile

643%

Faster revenue growth than 98% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$3,253,632

Up $189,305 (+6.2%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

Up

$3,253,632

Up $189,305 (+6.2%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin87th percentile

Revenue

Up

$382,050

Up $330,618 (+643%) from 2023

Expenses

Up

$195,542

Up $63,141 (+48%) from 2023

Net Income

Up

$186,508

Up $267,477 (+330%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth61st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $2,823,931Liabilities 2011: $384,5832011Assets 2012: $2,611,490Liabilities 2012: $399,1562012Assets 2013: $2,504,589Liabilities 2013: $407,2992013Assets 2014: $2,526,883Liabilities 2014: $414,2372014Assets 2015: $2,381,746Liabilities 2015: $02015Assets 2019: $3,545,161Liabilities 2019: $02019Assets 2020: $3,403,640Liabilities 2020: $1Net Assets 2020: $3,403,6402020Assets 2021: $3,157,303Liabilities 2021: $1Net Assets 2021: $3,157,3032021Assets 2022: $3,137,540Liabilities 2022: $1Net Assets 2022: $3,137,5402022Assets 2023: $3,064,327Liabilities 2023: $1Net Assets 2023: $3,064,3272023Assets 2024: $3,253,632Liabilities 2024: $0Net Assets 2024: $3,253,6322024

Highlighted filing

2024

Assets$3,253,632
Liabilities$0
Net Assets$3,253,632
Open 2024 Filing

Operations Trend

Revenue Growth98th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KRevenue 2011: $125,820Expenses 2011: $211,157Net Income 2011: -$85,3372011Revenue 2012: $167,527Expenses 2012: $303,980Net Income 2012: -$136,4532012Revenue 2013: $93,795Expenses 2013: $208,839Net Income 2013: -$115,0442013Revenue 2014: $155,388Expenses 2014: $223,445Net Income 2014: -$68,0572014Revenue 2015: $433,401Expenses 2015: $258,256Net Income 2015: $175,1452015Revenue 2019: $287,560Expenses 2019: $4,993Net Income 2019: $282,5672019Revenue 2020: $52,931Expenses 2020: $151,880Net Income 2020: -$98,9492020Revenue 2021: $171,311Expenses 2021: $157,716Net Income 2021: $13,5952021Revenue 2022: $78,907Expenses 2022: $175,853Net Income 2022: -$96,9462022Revenue 2023: $51,432Expenses 2023: $132,401Net Income 2023: -$80,9692023Revenue 2024: $382,050Expenses 2024: $195,542Net Income 2024: $186,5082024

Highlighted filing

2024

Revenue$382,050
Expenses$195,542
Net Income$186,508
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,253,632
Liabilities
$0
Net assets
$3,253,632
Revenue
$382,050
Expenses
$195,542
Net income
$186,508
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.25$0.00$3.25$0.38$0.20$0.19
2023Detailed filing. Detailed filing data is available for this year.$3.06$0.00$3.06$0.05$0.13$0.08
2022Detailed filing. Detailed filing data is available for this year.$3.14$0.00$3.14$0.08$0.18$0.10
2021Detailed filing. Detailed filing data is available for this year.$3.16$0.00$3.16$0.17$0.16$0.01
2020Detailed filing. Detailed filing data is available for this year.$3.40$0.00$3.40$0.05$0.15$0.10
2019Summary only. Only limited summary data is available for this year.$3.55$0.00$0.29$0.00$0.28
2015Summary only. Only limited summary data is available for this year.$2.38$0.00$0.43$0.26$0.18
2014Summary only. Only limited summary data is available for this year.$2.53$0.41$0.16$0.22$0.07
2013Summary only. Only limited summary data is available for this year.$2.50$0.41$0.09$0.21$0.12
2012Summary only. Only limited summary data is available for this year.$2.61$0.40$0.17$0.30$0.14
2011Summary only. Only limited summary data is available for this year.$2.82$0.38$0.13$0.21$0.09
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 13, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DONALD S WILSONPresident-$0--
KATHLEEN WILSONVice President-$0--
KATHARINE OTTO LOCKWOODDirector-$0--
BRADLEY WILSONDirector-$0--
JENNIFER HEALYDirector-$0--
Filing and Contact Details

Filer

Filer Name
Wilson Family Foundation Inc
EIN
39-1656189
Phone
2626172640
Address
19160 STILL POINT TRAIL, BROOKFIELD, WI 53045

Signing Officer

Name
Donald S Wilson
Title
President
Signed
2025-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Mohr CPAs LLP
Address
10361 Innovation Drive 150, Milwaukee, WI 53226
Preparer
Patricia Locante
Phone
4142449940
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Vice President
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Director
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt9500
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SUPPORT OF FINE ARTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2SUPPORT OF FINE ARTS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4ILAN BERMAN EVENT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7SUPPORT OF FINE ARTS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9SUPPORT OF FINE ARTS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1FLORENTINE OPERA CO
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5WISCONSIN CONSERVATORY OF MUSIC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt8NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd420002

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