Civic Intelligence

The Bob Wiser Charitable Foundation Trust

990PF • Fiscal year 2018 • EIN 54-6372531

Jul 01, 2017 to Jun 30, 2018 • Filed on Sep 13, 2018

11032 Brent Town RoadCatlett, VA 20119-2404

(540) 788-3579

Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

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

2018 filings • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

18th percentile

0.00x

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

2018 filings • $5M-$10M nonprofits • Source year 2018

Net Margin

98th percentile

93%

Higher net margin than 98% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Source year 2018

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.

2018 filings • $5M-$10M nonprofits • Source year 2018

Asset Growth

98th percentile

179%

Faster asset growth than 98% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

100th percentile

28264%

Faster revenue growth than 100% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Annualized from 2017 to 2018

Assets

Up

$7,398,088

Up $4,747,604 (+179%) from 2017

Net Assets

Up

$7,398,088

Up $4,747,604 (+179%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$5,080,926

Up $5,063,013 (+28264%) from 2017

Expenses

Down

$333,322

Down $74,753 (-18%) from 2017

Net Income

Up

$4,747,604

Up $5,137,766 (+1317%) from 2017

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: $4,566,184Liabilities 2012: $02012Assets 2013: $4,266,935Liabilities 2013: $02013Assets 2014: $4,305,364Liabilities 2014: $0Net Assets 2014: $4,305,3642014Assets 2015: $4,176,816Liabilities 2015: $0Net Assets 2015: $4,176,8162015Assets 2016: $3,040,646Liabilities 2016: $0Net Assets 2016: $3,040,6462016Assets 2017: $2,650,484Liabilities 2017: $0Net Assets 2017: $2,650,4842017Assets 2018: $7,398,088Liabilities 2018: $0Net Assets 2018: $7,398,0882018Assets 2019: $7,140,208Liabilities 2019: $0Net Assets 2019: $7,140,2082019Assets 2020: $6,979,647Liabilities 2020: $0Net Assets 2020: $6,979,6472020Assets 2021: $6,884,459Liabilities 2021: $0Net Assets 2021: $6,884,4592021Assets 2022: $6,951,328Liabilities 2022: $0Net Assets 2022: $6,951,3282022Assets 2023: $6,682,704Liabilities 2023: $0Net Assets 2023: $6,682,7042023Assets 2024: $6,575,434Liabilities 2024: $0Net Assets 2024: $6,575,4342024Assets 2025: $6,663,432Liabilities 2025: $0Net Assets 2025: $6,663,4322025

Highlighted filing

2018

Assets$7,398,088
Liabilities$0
Net Assets$7,398,088

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2012: $1,164,010Expenses 2012: $797,956Net Income 2012: $366,0542012Revenue 2013: $181,509Expenses 2013: $480,758Net Income 2013: -$299,2492013Revenue 2014: $354,851Expenses 2014: $316,422Net Income 2014: $38,4292014Revenue 2015: $552,590Expenses 2015: $681,138Net Income 2015: -$128,5482015Revenue 2016: $22,830Expenses 2016: $1,159,000Net Income 2016: -$1,136,1702016Revenue 2017: $17,913Expenses 2017: $408,075Net Income 2017: -$390,1622017Revenue 2018: $5,080,926Expenses 2018: $333,322Net Income 2018: $4,747,6042018Revenue 2019: $107,938Expenses 2019: $365,818Net Income 2019: -$257,8802019Revenue 2020: $225,427Expenses 2020: $385,988Net Income 2020: -$160,5612020Revenue 2021: $378,339Expenses 2021: $473,527Net Income 2021: -$95,1882021Revenue 2022: $565,976Expenses 2022: $499,107Net Income 2022: $66,8692022Revenue 2023: $282,221Expenses 2023: $550,845Net Income 2023: -$268,6242023Revenue 2024: $309,397Expenses 2024: $416,667Net Income 2024: -$107,2702024Revenue 2025: $428,703Expenses 2025: $340,705Net Income 2025: $87,9982025

Highlighted filing

2018

Revenue$5,080,926
Expenses$333,322
Net Income$4,747,604
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Sep 13, 2018
Return Version
2017v2.3
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
TAMMY WISER SUTERCo-Trustee-$0--
RUSSELL BRYAN WISERCo-Trustee-$0--
FRANCES WRIGHTCo-Trustee-$0--
Filing and Contact Details

Filer

Filer Name
The Bob Wiser Charitable
EIN
54-6372531
Phone
5407883579
Address
11032 BRENT TOWN ROAD, CATLETT, VA 20119-2404

Signing Officer

Name
Tammy Suter
Title
Co-trustee
Phone
5407883579
Signed
2018-09-13
Discuss with paid preparer
Yes

Preparer

Firm
Thompson Greenspon
Address
4035 RIDGE TOP RD SUITE 700, FAIRFAX, VA 22030
Preparer
Charles F Helme Iii CPA
Phone
7033858888
Raw XML Appendix373 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/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/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0FRANCES WRIGHT
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt011032 BRENT TOWN ROAD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CATLETT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0VA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0201192404
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd01
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0VA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum05407883579
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0NONE
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NONE
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt055000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1245000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0FURTHERANCE OF CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1FURTHERANCE OF CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0THE CHANCE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1YOUTH FOR TOMORROW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt010739 BRISTERSBURG ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt111835 HAZEL CIRCLE DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CATLETT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BRISTOW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd020119
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd120136
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0300000
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/AppliedToCurrentYearAmt0301081
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0301081
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0264113
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0975969
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0442584
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt057138
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0233038
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0233038
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01741978
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt02174
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0264113
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0975969
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0442584
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt057138
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0303255
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt02174
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01975016
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01972842
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0THE ELMER WISER REVOCABLE TRUST
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt011032 BRENT TOWN ROAD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0CATLETT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0VA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd022030
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt05000000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0450
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0450
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt030067
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt030067
SubstantialContributorsSch/SubstantialContributorDetail/BusinessName/BusinessNameLine1Txt0THE ELMER WISER REVOCABLE TRUST
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt011032 BRENT TOWN ROAD
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0CATLETT
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0VA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd020119
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TAMMY SUTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05407883579
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-09-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE BOB WISER CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION TRUST
ReturnHeader/Filer/BusinessNameControlTxt0BOBW
ReturnHeader/Filer/EIN0546372531
ReturnHeader/Filer/PhoneNum05407883579
ReturnHeader/Filer/USAddress/AddressLine1Txt011032 BRENT TOWN ROAD
ReturnHeader/Filer/USAddress/CityNm0CATLETT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd0201192404
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId03B4321FC8F085064C6CCF040817DAD4CB6907644
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId051DD0012975BFE00ACE4135394508FF66E8A7918
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt098.172.28.234
ReturnHeader/FilingSecurityInformation/IPDt02018-09-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm015:02:16
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0541029635
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0THOMPSON GREENSPON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04035 RIDGE TOP RD SUITE 700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FAIRFAX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd022030
ReturnHeader/PreparerPersonGrp/PhoneNum07033858888
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHARLES F HELME III CPA
ReturnHeader/ReturnTs02018-09-20T09:13:27-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$6.66$0.00$6.66$0.43$0.34$0.09
2024Detailed filing. Detailed filing data is available for this year.$6.58$0.00$6.58$0.31$0.42$0.11
2023Detailed filing. Detailed filing data is available for this year.$6.68$0.00$6.68$0.28$0.55$0.27
2022Detailed filing. Detailed filing data is available for this year.$6.95$0.00$6.95$0.57$0.50$0.07
2021Detailed filing. Detailed filing data is available for this year.$6.88$0.00$6.88$0.38$0.47$0.10
2020Detailed filing. Detailed filing data is available for this year.$6.98$0.00$6.98$0.23$0.39$0.16
2019Detailed filing. Detailed filing data is available for this year.$7.14$0.00$7.14$0.11$0.37$0.26
2018Detailed filing. Detailed filing data is available for this year.$7.40$0.00$7.40$5.08$0.33$4.75
2017Detailed filing. Detailed filing data is available for this year.$2.65$0.00$2.65$0.02$0.41$0.39
2016Detailed filing. Detailed filing data is available for this year.$3.04$0.00$3.04$0.02$1.16$1.14
2015Detailed filing. Detailed filing data is available for this year.$4.18$0.00$4.18$0.55$0.68$0.13
2014Detailed filing. Detailed filing data is available for this year.$4.31$0.00$4.31$0.35$0.32$0.04
2013Summary only. Only limited summary data is available for this year.$4.27$0.00$0.18$0.48$0.30
2012Summary only. Only limited summary data is available for this year.$4.57$0.00$1.16$0.80$0.37