Civic Intelligence

Wilson Foundation

990PF • Fiscal year 2023 • EIN 56-1262432

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 29, 2024

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

31st percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

96th percentile

91%

Higher net margin than 96% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

72nd percentile

12%

Faster asset growth than 72% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

5th percentile

-70%

Faster revenue growth than 5% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Assets

Up

$1,430,387

Up $149,952 (+12%) from 2022

Net Assets

Up

$1,430,387

Up $149,952 (+12%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Down

$165,662

Down $378,135 (-70%) from 2022

Expenses

Down

$15,710

Down $10,531 (-40%) from 2022

Net Income

Down

$149,952

Down $367,604 (-71%) from 2022

Historical Trend

Balance Sheet Trend

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

2023

Assets$1,430,387
Liabilities$0
Net Assets$1,430,387

Operations Trend

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

2023

Revenue$165,662
Expenses$15,710
Net Income$149,952
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 29, 2024
Return Version
2023v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
THOMAS L WILSONPresident-$0--
JULIA WILSONVP & Secreta-$0--
LEIGH W DOTSONVP & Treasur-$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
2024-04-29
Discuss with paid preparer
Yes

Preparer

Firm
Potts Steele & White Pa
Address
PO BOX 1189, STATESVILLE, NC 28687
Preparer
Kara Summers Steele
Phone
7048789541
Raw XML Appendix361 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/PersonNm4ROBERT C PALMES JR
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd028625
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd128625
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd228609
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd328625
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd428625
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt02800
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt02800
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0LEIGN DOTSON
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0190 WILSON PARK ROAD
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/ContributingManagerNm0THOMAS L WILSON SR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0LOCAL COMMUNITY CHARITABLE DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1LOCAL COMMUNITY CHARITABLE DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0BOYS & GIRLS CLUB OF THE PIEDMONT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1IREDELL COUNTY COMMUNITY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01001 COCHRAN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1220 NORTH TRYON STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0STATESVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1CHARLOTTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd028677
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd128202
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt02800
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/AppliedToCurrentYearAmt02800
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt068187
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt056612
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt032490
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt018465
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt05657
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt056612
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02800
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt056612
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt08775
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0THOMAS L WILSON SR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0130 WILSON PARK ROAD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0STATESVILLE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NC
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd028677
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0100000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0342
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt1-97
OtherIncomeSchedule2/OtherIncomeDetail/Desc0ICAHN ENTERPRISES LP
OtherIncomeSchedule2/OtherIncomeDetail/Desc1ICAHN ENTERPRISES LP
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0342
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1-97
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt010786
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt010786
TaxesSchedule/TaxesDetail/Amt0274
TaxesSchedule/TaxesDetail/CategoryTxt0INTERNAL REVENUE SERVICE
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0274
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS L WILSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07048722411
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-29
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/IRSResponsiblePrtyInfoCurrInd0true
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/PreparationDt02024-04-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KARA SUMMERS STEELE
ReturnHeader/ReturnTs02024-05-01T09:25:25-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0THOMAS L
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WILSON
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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