Civic Intelligence

Mike and Patty Wilson Foundation

EIN 47-1415999 • Albuquerque, NM

12915 Desert Moon Pl NEAlbuquerque, NM 87111
Siviq Scores

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

Liabilities / Assets

87th percentile

0.00x

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

NTEE T22 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

87th percentile

0.00x

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

NTEE T22 • $500k-$1M nonprofits • Source year 2024

Net Margin

28th percentile

-49%

Higher net margin than 28% of similar nonprofits.

NTEE T22 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

87th percentile

$0

Higher top officer pay than 87% of similar nonprofits.

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

NTEE T22 • $500k-$1M nonprofits • Source year 2024

Asset Growth

23rd percentile

-5.7%

Faster asset growth than 23% of similar nonprofits.

NTEE T22 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

94th percentile

743%

Faster revenue growth than 94% of similar nonprofits.

NTEE T22 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets87th percentile

Assets

Down

$512,674

Down $30,811 (-5.7%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$512,674

Down $30,811 (-5.7%) from 2023

Operations
Liabilities / Revenue87th percentileNet Margin28th percentile

Revenue

Up

$62,815

Up $55,363 (+743%) from 2023

Expenses

Down

$93,626

Down $5,047 (-5.1%) from 2023

Net Income

Up

-$30,811

Up $60,410 (+66%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth23rd percentile

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

$1.5M$1.0M$500K$0Assets 2014: $1,170,089Liabilities 2014: $02014Assets 2015: $1,122,983Liabilities 2015: $0Net Assets 2015: $1,122,9832015Assets 2016: $1,088,383Liabilities 2016: $0Net Assets 2016: $1,088,3832016Assets 2017: $976,701Liabilities 2017: $0Net Assets 2017: $976,7012017Assets 2018: $899,077Liabilities 2018: $0Net Assets 2018: $899,0772018Assets 2019: $844,907Liabilities 2019: $0Net Assets 2019: $844,9072019Assets 2020: $773,229Liabilities 2020: $0Net Assets 2020: $773,2292020Assets 2021: $699,923Liabilities 2021: $0Net Assets 2021: $699,9232021Assets 2022: $634,787Liabilities 2022: $0Net Assets 2022: $634,7872022Assets 2023: $543,485Liabilities 2023: $0Net Assets 2023: $543,4852023Assets 2024: $512,674Liabilities 2024: $0Net Assets 2024: $512,6742024

Highlighted filing

2024

Assets$512,674
Liabilities$0
Net Assets$512,674
Open 2024 Filing

Operations Trend

Revenue Growth94th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2014: $1,472,059Expenses 2014: $301,970Net Income 2014: $1,170,0892014Revenue 2015: $28,046Expenses 2015: $75,152Net Income 2015: -$47,1062015Revenue 2016: $41,477Expenses 2016: $76,031Net Income 2016: -$34,5542016Revenue 2017: $26,234Expenses 2017: $138,079Net Income 2017: -$111,8452017Revenue 2018: $51,279Expenses 2018: $128,829Net Income 2018: -$77,5502018Revenue 2019: $54,757Expenses 2019: $109,327Net Income 2019: -$54,5702019Revenue 2020: $44,946Expenses 2020: $115,950Net Income 2020: -$71,0042020Revenue 2021: $72,909Expenses 2021: $145,878Net Income 2021: -$72,9692021Revenue 2022: $38,705Expenses 2022: $103,308Net Income 2022: -$64,6032022Revenue 2023: $7,452Expenses 2023: $98,673Net Income 2023: -$91,2212023Revenue 2024: $62,815Expenses 2024: $93,626Net Income 2024: -$30,8112024

Highlighted filing

2024

Revenue$62,815
Expenses$93,626
Net Income-$30,811
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$512,674
Liabilities
$0
Net assets
$512,674
Revenue
$62,815
Expenses
$93,626
Net income
-$30,811
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$0.06$0.09$0.03
2023Detailed filing. Detailed filing data is available for this year.$0.54$0.00$0.54$0.01$0.10$0.09
2022Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$0.04$0.10$0.06
2021Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$0.07$0.15$0.07
2020Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$0.04$0.12$0.07
2019Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.05$0.11$0.05
2018Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.05$0.13$0.08
2017Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.03$0.14$0.11
2016Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.04$0.08$0.03
2015Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.03$0.08$0.05
2014Summary only. Only limited summary data is available for this year.$1.17$0.00$1.47$0.30$1.17
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Feb 24, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL W WILSONDirector-$0--
PATTY L WILSONDirector-$0--
CRYSTAL FORBESDirector-$0--
KELLY SCHMEDESDirector-$0--
COURTNEY SMITHDirector-$0--
Filing and Contact Details

Filer

Filer Name
Mike and Patty Wilson Foundation
EIN
47-1415999
Phone
5053820270
Address
12915 DESERT MOON PL NE, ALBUQUERQUE, NM 87111

Signing Officer

Name
Michael Wilson
Title
Director
Phone
5053820270
Signed
2025-02-24
Discuss with paid preparer
Yes

Preparer

Firm
Creative Planning Tax LLC
Address
5454 W 110TH STREET, OVERLAND PARK, KS 66211
Preparer
Elizabeth Blackburn CPA
Phone
9133382727
Raw XML Appendix337 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MICHAEL W WILSON
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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/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd00
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0MIKE WILSON
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt012915 DESERT MOON PL NE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0ALBUQUERQUE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NM
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd087111
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum04325534412
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0THE FOUNDATION CONTRIBUTED TO SUNSET INTERNATIONAL BIBLE INSTITUTE
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0THE FOUNDATION CONTRIBUTED TO MOUNTAINSIDE CHURCH OF CHRIST
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt075000
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt09250
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt09250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt175000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CONTRIBUTION FOR FELLOWSHIPS AND ASSISTANCE TO FAMILIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CONTRIBUTION FOR FELLOWSHIPS AND ASSISTANCE TO FAMILIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0MOUNTAINSIDE CHURCH OF CHRIST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1SUNSET INTERNATIONAL BIBLE INSTITUTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt012300 INDIAN SCHOOL RD NE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt13723 34TH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ALBUQUERQUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1LUBBOCK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd087112
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd179410
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt084250
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/AppliedToCurrentYearAmt042902
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt042902
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt049233
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt048764
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt081570
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt059618
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt048256
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt048256
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0281683
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt042498
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt049233
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt048764
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt081570
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt059618
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt085400
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt042498
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0329939
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0287441
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt07495
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0CREATIVE PLANNING FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt07495
TaxesSchedule/TaxesDetail/Amt0731
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0731
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL WILSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05053820270
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-02-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MIKE AND PATTY WILSON FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MIKE
ReturnHeader/Filer/EIN0471415999
ReturnHeader/Filer/PhoneNum05053820270
ReturnHeader/Filer/USAddress/AddressLine1Txt012915 DESERT MOON PL NE
ReturnHeader/Filer/USAddress/CityNm0ALBUQUERQUE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NM
ReturnHeader/Filer/USAddress/ZIPCd087111
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0471019942
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CREATIVE PLANNING TAX LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05454 W 110TH STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OVERLAND PARK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd066211
ReturnHeader/PreparerPersonGrp/PhoneNum09133382727
ReturnHeader/PreparerPersonGrp/PreparationDt02025-02-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ELIZABETH BLACKBURN CPA
ReturnHeader/ReturnTs02025-02-24T12:42:37-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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