Civic Intelligence

James and Mildred Wilkinson Charitable Foundation Inc.

990PF • Fiscal year 2023 • EIN 47-2521862

Jan 01, 2023 to Dec 31, 2023 • Filed on Feb 19, 2025

Organization Profile

Refreshing map…

928 Harvest StreetDurham, NC 27704

(919) 868-4960

Siviq Scores

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

Liabilities / Assets

74th percentile

0.00x

Higher debt load relative to assets than 74% of similar nonprofits.

2023 filings • NTEE T • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

69th percentile

0.00x

Higher debt load relative to revenue than 69% of similar nonprofits.

2023 filings • NTEE T • $10M-$25M nonprofits • Source year 2023

Net Margin

83rd percentile

81%

Higher net margin than 83% of similar nonprofits.

2023 filings • NTEE T • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

79th percentile

$82,174

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 2.0% of source-year revenue.

2023 filings • NTEE T • $10M-$25M nonprofits • Source year 2023

Asset Growth

92nd percentile

39%

Faster asset growth than 92% of similar nonprofits.

2023 filings • NTEE T • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

90th percentile

385%

Faster revenue growth than 90% of similar nonprofits.

2023 filings • NTEE T • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets74th percentile

Assets

Up

$11,706,544

Up $3,275,219 (+39%) from 2022

Net Assets

Up

$11,700,818

Up $3,269,493 (+39%) from 2022

Liabilities

Up

$5,726

Up $5,726 from 2022

Revenue And Expenses
Liabilities / Revenue69th percentileNet Margin83rd percentile

Revenue

Up

$4,023,867

Up $3,194,352 (+385%) from 2022

Expenses

Up

$754,374

Up $156,243 (+26%) from 2022

Net Income

Up

$3,269,493

Up $3,038,109 (+1313%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth92nd percentile

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

$15M$10M$5.0M$0Assets 2014: $1Liabilities 2014: $02014Assets 2015: $4,767,392Liabilities 2015: $2,4352015Assets 2019: $4,732,544Liabilities 2019: $0Net Assets 2019: $4,732,5442019Assets 2020: $4,808,998Liabilities 2020: $42,768Net Assets 2020: $4,766,2302020Assets 2021: $8,209,697Liabilities 2021: $0Net Assets 2021: $8,209,6972021Assets 2022: $8,431,325Liabilities 2022: $0Net Assets 2022: $8,431,3252022Assets 2023: $11,706,544Liabilities 2023: $5,726Net Assets 2023: $11,700,8182023Assets 2024: $11,682,914Liabilities 2024: $12,166Net Assets 2024: $11,670,7482024

Highlighted filing

2023

Assets$11,706,544
Liabilities$5,726
Net Assets$11,700,818
Open 2023 Filing

Operations Trend

Revenue Growth90th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2014: $1Expenses 2014: $0Net Income 2014: $12014Revenue 2015: $218,868Expenses 2015: $377,849Net Income 2015: -$158,9812015Revenue 2019: $203,141Expenses 2019: $402,866Net Income 2019: -$199,7252019Revenue 2020: $489,664Expenses 2020: $454,167Net Income 2020: $35,4972020Revenue 2021: $3,986,028Expenses 2021: $542,561Net Income 2021: $3,443,4672021Revenue 2022: $829,515Expenses 2022: $598,131Net Income 2022: $231,3842022Revenue 2023: $4,023,867Expenses 2023: $754,374Net Income 2023: $3,269,4932023Revenue 2024: $922,341Expenses 2024: $952,411Net Income 2024: -$30,0702024

Highlighted filing

2023

Revenue$4,023,867
Expenses$754,374
Net Income$3,269,493
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Feb 19, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHARLES T WILKINSONDirector/Co-Chairman/PresiPT$60,000$22,174$82,174
ANDREW WILKINSONDirector/Vice Pres PublicPT$35,000$20,031$55,031
AARON WILKINSONDirector/TreasurerPT$35,000$15,820$50,820
MICHAEL E HALLDirector-$40,000-$40,000
JENNIFER ROGERSDirector/SecretaryPT$35,000-$35,000
BILL SELFDirector-$25,000-$25,000
Filing and Contact Details

Filer

Filer Name
James and Mildred Wilkinson Charitable
EIN
47-2521862
Phone
9198684960
Address
928 HARVEST STREET, DURHAM, NC 27704

Signing Officer

Name
Charles T Wilkinson
Title
President
Phone
9198684960
Signed
2025-02-19
Discuss with paid preparer
Yes

Preparer

Firm
Citrin Cooperman Advisors LLC
Address
240 LEIGH FARM ROAD SUITE 450, DURHAM, NC 27707
Preparer
David L Huntoon
Phone
9199684911
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19CANADIAN NAT RES LIMITED (CANADA) (CNQ)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21CHUBB LIMITED (SWITZERLAND) (CB)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22CISCO SYSTEMS INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23CISCO SYSTEMS INCORPORATED (CSCO)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24CME GROUP INCORPORATED (CME)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25COMCAST CORPORATION NEWCLASSA (CMCSA)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26COSTCO WHOLESALE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27D R HORTON INCORPORATED (DHI)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28DANAHER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29DARDEN RESTAURANTS INCORPORATED (DRI)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30DEVON ENERGY CORPORATION NEW (DVN)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31DROPBOX INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32EATON CORPORATION PLC SHS (IRELAND) (ETN)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33ELI LILLY & COMPANY (LLY)
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35FIRST TRUST TCW UNCONSTRAINED PLUS BOND
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37FORD MTR COMPANY DEL (F)
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42HUMANA INCORPORATED (HUM)
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44INTUIT (INTU)
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52JPMORGAN CHASE & CO- STOCK
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56LIVE NATION ENTERTAINMENT
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58MARTIN MARIETTAMATLS INCORPORATED (MLM)
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94VANGUARD SMALL CAP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95VANGUARD TOTAL BOND MARKET
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96VANGUARD VALUE
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99VISTRA CORPORATION (VST)
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102WALT DISNEY CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103WASTE MANAGEMENT INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm105ZOETIS INC
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt00
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InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt02056168

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,706,544
Liabilities
$5,726
Net assets
$11,700,818
Revenue
$4,023,867
Expenses
$754,374
Net income
$3,269,493
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$11.7$0.01$11.7$0.92$0.95$0.03
2023Detailed filing. Detailed filing data is available for this year.$11.7$0.01$11.7$4.02$0.75$3.27
2022Detailed filing. Detailed filing data is available for this year.$8.43$0.00$8.43$0.83$0.60$0.23
2021Detailed filing. Detailed filing data is available for this year.$8.21$0.00$8.21$3.99$0.54$3.44
2020Detailed filing. Detailed filing data is available for this year.$4.81$0.04$4.77$0.49$0.45$0.04
2019Detailed filing. Detailed filing data is available for this year.$4.73$0.00$4.73$0.20$0.40$0.20
2015Summary only. Only limited summary data is available for this year.$4.77$0.00$0.22$0.38$0.16
2014Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00