Civic Intelligence

Wilson Foundation

990PF • Fiscal year 2021 • EIN 56-1262432

Jan 01, 2021 to Dec 31, 2021 • Filed on Jun 22, 2022

Organization Profile
190 Wilson Park RoadStatesville, NC 28625

(704) 872-2411

Siviq Scores

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

Liabilities / Assets

39th percentile

0.00x

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

39th percentile

0.00x

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Net Margin

96th percentile

86%

Higher net margin than 96% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

57th percentile

$1,500

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 0.6% of source-year revenue.

2021 filings • $500k-$1M nonprofits • Source year 2021

Asset Growth

83rd percentile

38%

Faster asset growth than 83% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

85th percentile

112%

Faster revenue growth than 85% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets39th percentile

Assets

Up

$762,879

Up $211,151 (+38%) from 2020

Net Assets

Up

$762,879

Up $211,151 (+38%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin96th percentile

Revenue

Up

$244,730

Up $129,234 (+112%) from 2020

Expenses

Down

$33,579

Down $109,047 (-76%) from 2020

Net Income

Up

$211,151

Up $238,281 (+878%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth83rd percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,343,121Liabilities 2011: $02011Assets 2012: $2,310,830Liabilities 2012: $02012Assets 2013: $2,315,886Liabilities 2013: $02013Assets 2014: $2,278,226Liabilities 2014: $02014Assets 2015: $2,125,833Liabilities 2015: $02015Assets 2019: $1,855,411Liabilities 2019: $02019Assets 2020: $551,728Liabilities 2020: $0Net Assets 2020: $551,7282020Assets 2021: $762,879Liabilities 2021: $0Net Assets 2021: $762,8792021Assets 2022: $1,280,435Liabilities 2022: $0Net Assets 2022: $1,280,4352022Assets 2023: $1,430,387Liabilities 2023: $0Net Assets 2023: $1,430,3872023Assets 2024: $1,576,714Liabilities 2024: $0Net Assets 2024: $1,576,7142024

Highlighted filing

2021

Assets$762,879
Liabilities$0
Net Assets$762,879
Open 2021 Filing

Operations Trend

Revenue Growth85th percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $236,971Expenses 2011: $151,197Net Income 2011: $85,7742011Revenue 2012: $136,538Expenses 2012: $178,732Net Income 2012: -$42,1942012Revenue 2013: $153,812Expenses 2013: $158,422Net Income 2013: -$4,6102013Revenue 2014: $111,932Expenses 2014: $150,655Net Income 2014: -$38,7232014Revenue 2015: $3,476Expenses 2015: $162,861Net Income 2015: -$159,3852015Revenue 2019: $64,403Expenses 2019: $142,242Net Income 2019: -$77,8392019Revenue 2020: $115,496Expenses 2020: $142,626Net Income 2020: -$27,1302020Revenue 2021: $244,730Expenses 2021: $33,579Net Income 2021: $211,1512021Revenue 2022: $543,797Expenses 2022: $26,241Net Income 2022: $517,5562022Revenue 2023: $165,662Expenses 2023: $15,710Net Income 2023: $149,9522023Revenue 2024: $187,746Expenses 2024: $41,419Net Income 2024: $146,3272024

Highlighted filing

2021

Revenue$244,730
Expenses$33,579
Net Income$211,151
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jun 22, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LEIGH W DOTSONVP & Treasur-$1,500-$1,500
THOMAS L WILSONPresident-$0--
JULIA WILSONVP & Secreta-$0--
THOMAS L WILSON JRVP & Asst Tr-$0--
ROBERT C PALMES JRVP & Asst Se-$0--
Filing and Contact Details

Filer

Filer Name
Wilson Foundation
EIN
56-1262432
Phone
7048722411
Address
190 WILSON PARK ROAD, STATESVILLE, NC 28625

Signing Officer

Name
Thomas L Wilson
Title
President
Phone
7048722411
Signed
2022-06-22
Discuss with paid preparer
Yes

Preparer

Firm
Potts Steele & White Pa
Address
PO BOX 1189, STATESVILLE, NC 28687
Preparer
John W Potts
Phone
7048789541
Raw XML Appendix342 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.

Path#Value
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt02014-07
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1ALCOA INC 5.4%
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc2BASIS REDUCTION - 2020 NONDIVIDENDS
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt1-3295
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VP & SECRETA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2VP & TREASUR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3VP & ASST TR
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0STATESVILLE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NC
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd028625
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NC
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum07048722411
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0LETTER/FORM OF APPLICANT'S CHOICE, INCLUDING IRS TAX EXEMPT DETERMINATION LETTER
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0THOMAS L WILSON PRES
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum07048722411
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0190 WILSON PARK RAOD
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0STATESVILLE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0NC
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd028625
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0PREFERENCE FOR FUNDING IS GIVEN TO NORTH CAROLINA APPLICANTS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0SEPTEMBER 1 OF THE CALENDAR YEAR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt115000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt25000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CHARITABLE DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2CHARITABLE DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0FOUNDATION FOR THE CAROLINAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1BROAD STREET UNITED METHODIST CHURC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2FEEDNC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0220 NORTH TRYON STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1315 W BROAD STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2275 S BROAD STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CHARLOTTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1STATESVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2MOORESVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd028202
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd128677
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd228115
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt020300
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/AppliedToCurrentYearAmt020300
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt037314
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt017014
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt032490
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt018465
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt024523
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt014610
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt013000
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt017014
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt086074
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt032490
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt018465
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt024523
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt010596
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt020300
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt086074
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0103088
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0GL WILSON BUILDING COMPANY
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1THOMAS L WILSON SR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0190 WILSON PARK ROAD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt1130 WILSON PARK ROAD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0STATESVILLE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1STATESVILLE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NC
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1NC
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd028625
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd128677
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt010000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt1210000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt06355
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt06355
TaxesSchedule/TaxesDetail/Amt01424
TaxesSchedule/TaxesDetail/CategoryTxt0TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01424
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS L WILSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07048722411
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-06-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILSON FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O TOM WILSON
ReturnHeader/Filer/BusinessNameControlTxt0WILS
ReturnHeader/Filer/EIN0561262432
ReturnHeader/Filer/PhoneNum07048722411
ReturnHeader/Filer/USAddress/AddressLine1Txt0190 WILSON PARK ROAD
ReturnHeader/Filer/USAddress/CityNm0STATESVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028625
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0561534142
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0POTTS STEELE & WHITE PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1189
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0STATESVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028687
ReturnHeader/PreparerPersonGrp/PhoneNum07048789541
ReturnHeader/PreparerPersonGrp/PreparationDt02022-06-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN W POTTS
ReturnHeader/ReturnTs02022-06-27T09:58:00-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0THOMAS L
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WILSON
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$762,879
Liabilities
$0
Net assets
$762,879
Revenue
$244,730
Expenses
$33,579
Net income
$211,151
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.19$0.04$0.15
2023Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.17$0.02$0.15
2022Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.54$0.03$0.52
2021Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$0.24$0.03$0.21
2020Detailed filing. Detailed filing data is available for this year.$0.55$0.00$0.55$0.12$0.14$0.03
2019Summary only. Only limited summary data is available for this year.$1.86$0.00$0.06$0.14$0.08
2015Summary only. Only limited summary data is available for this year.$2.13$0.00$0.00$0.16$0.16
2014Summary only. Only limited summary data is available for this year.$2.28$0.00$0.11$0.15$0.04
2013Summary only. Only limited summary data is available for this year.$2.32$0.00$0.15$0.16$0.00
2012Summary only. Only limited summary data is available for this year.$2.31$0.00$0.14$0.18$0.04
2011Summary only. Only limited summary data is available for this year.$2.34$0.00$0.24$0.15$0.09