Civic Intelligence

William B Wilcox Charitable Trust 3455000423

990PF • Fiscal year 2016 • EIN 59-7169510

Jan 01, 2016 to Dec 31, 2016 • Filed on Apr 20, 2017

Organization Profile
PO Box 2918Clearwater, FL 33757

(727) 471-7200

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

35th percentile

0.00x

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Net Margin

6th percentile

-119%

Higher net margin than 6% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

63rd percentile

$17,086

Higher top officer pay than 63% of similar nonprofits.

Top officer pay equals 43.9% of source-year revenue.

2016 filings • $500k-$1M nonprofits • Source year 2016

Asset Growth

26th percentile

-4.6%

Faster asset growth than 26% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

11th percentile

-38%

Faster revenue growth than 11% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$973,211

Down $46,469 (-4.6%) from 2015

Net Assets

Down

$973,211

Down $46,469 (-4.6%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin6th percentile

Revenue

Down

$38,935

Down $24,094 (-38%) from 2015

Expenses

Up

$85,404

Up $496 (+0.6%) from 2015

Net Income

Down

-$46,469

Down $24,590 (-112%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $1,108,607Liabilities 2011: $02011Assets 2012: $1,064,710Liabilities 2012: $02012Assets 2013: $1,025,540Liabilities 2013: $0Net Assets 2013: $1,025,5402013Assets 2014: $1,041,559Liabilities 2014: $0Net Assets 2014: $1,041,5592014Assets 2015: $1,019,680Liabilities 2015: $0Net Assets 2015: $1,019,6802015Assets 2016: $973,211Liabilities 2016: $0Net Assets 2016: $973,2112016Assets 2017: $931,783Liabilities 2017: $0Net Assets 2017: $931,7832017Assets 2018: $967,698Liabilities 2018: $0Net Assets 2018: $967,6982018Assets 2019: $1,000,597Liabilities 2019: $0Net Assets 2019: $1,000,5972019Assets 2020: $1,180,770Liabilities 2020: $0Net Assets 2020: $1,180,7702020Assets 2021: $1,332,002Liabilities 2021: $0Net Assets 2021: $1,332,0022021Assets 2022: $1,270,344Liabilities 2022: $0Net Assets 2022: $1,270,3442022Assets 2023: $1,271,642Liabilities 2023: $0Net Assets 2023: $1,271,6422023Assets 2024: $1,300,484Liabilities 2024: $0Net Assets 2024: $1,300,4842024

Highlighted filing

2016

Assets$973,211
Liabilities$0
Net Assets$973,211
Open 2016 Filing

Operations Trend

Revenue Growth11th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $26,165Expenses 2011: $125,431Net Income 2011: -$99,2662011Revenue 2012: $38,794Expenses 2012: $82,691Net Income 2012: -$43,8972012Revenue 2013: $50,354Expenses 2013: $89,524Net Income 2013: -$39,1702013Revenue 2014: $56,341Expenses 2014: $40,322Net Income 2014: $16,0192014Revenue 2015: $63,029Expenses 2015: $84,908Net Income 2015: -$21,8792015Revenue 2016: $38,935Expenses 2016: $85,404Net Income 2016: -$46,4692016Revenue 2017: $41,735Expenses 2017: $83,163Net Income 2017: -$41,4282017Revenue 2018: $140,444Expenses 2018: $104,529Net Income 2018: $35,9152018Revenue 2019: $121,179Expenses 2019: $88,280Net Income 2019: $32,8992019Revenue 2020: $271,170Expenses 2020: $90,997Net Income 2020: $180,1732020Revenue 2021: $247,730Expenses 2021: $96,498Net Income 2021: $151,2322021Revenue 2022: $30,610Expenses 2022: $92,268Net Income 2022: -$61,6582022Revenue 2023: $43,628Expenses 2023: $43,461Net Income 2023: $1672023Revenue 2024: $75,004Expenses 2024: $45,478Net Income 2024: $29,5262024

Highlighted filing

2016

Revenue$38,935
Expenses$85,404
Net Income-$46,469
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Apr 20, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay63rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Regions Bank Trust DepartmentTrustee-$17,086-$17,086
Filing and Contact Details

Filer

Filer Name
William B Wilcox Charitable Trust
EIN
59-7169510
Phone
7274717200
Address
PO Box 2918, Clearwater, FL 33757

Signing Officer

Name
Rita Peterson
Title
VP & Trust Officer
Signed
2017-04-20
Discuss with paid preparer
Yes

Preparer

Firm
Davidson Jamieson & Cristini PL
Address
1956 Bayshore Blvd, Dunedin, FL 34698
Preparer
Harry B Jamieson
Phone
7277345437
Raw XML Appendix307 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0See Attached Schedules
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Long Term Capital Gain Distribs from Muthal Fds
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Trine University Inc
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Tabernacle Presbyterian Church
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2Indiana University Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3Tri-State University
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4Phi Mu House Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0110 So Ft Harrison Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1418 East 34th Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO Box 500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31 University Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt43558 Habersham at Northlake
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Clearwater
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Indianapolis
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Bloomington
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Angola
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Tucker
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1IN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2IN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3IN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd033756
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd146201
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd247402
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd346703
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd430084
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt063892
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/AppliedToCurrentYearAmt062822
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt062822
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt013820
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt022365
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt06471
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt059859
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt017203
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt013820
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt022365
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt06471
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt080025
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt017203
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt059859
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt042656
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
TaxesSchedule/TaxesDetail/Amt0880
TaxesSchedule/TaxesDetail/Amt1859
TaxesSchedule/TaxesDetail/Amt2187
TaxesSchedule/TaxesDetail/CategoryTxt0Current Year Estim Fed'l Excise Tax
TaxesSchedule/TaxesDetail/CategoryTxt1Federal Excise Tax - Prior Years Refund
TaxesSchedule/TaxesDetail/CategoryTxt2Foreign Tax Withheld at Source
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0660
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt1644
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt2140
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0880
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1859
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt2187
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Rita Peterson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP & Trust Officer
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-04-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0William B Wilcox Charitable Trust
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt03455000423
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0597169510
ReturnHeader/Filer/PhoneNum07274717200
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 2918
ReturnHeader/Filer/USAddress/CityNm0Clearwater
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033757
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Davidson Jamieson & Cristini PL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01956 Bayshore Blvd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Dunedin
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd034698
ReturnHeader/PreparerPersonGrp/PhoneNum07277345437
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Harry B Jamieson
ReturnHeader/ReturnTs02017-04-20T05:20:02-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$973,211
Liabilities
$0
Net assets
$973,211
Revenue
$38,935
Expenses
$85,404
Net income
-$46,469
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.08$0.05$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.04$0.04$0.00
2022Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.03$0.09$0.06
2021Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.25$0.10$0.15
2020Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.27$0.09$0.18
2019Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.12$0.09$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.14$0.10$0.04
2017Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.04$0.08$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.04$0.09$0.05
2015Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.06$0.08$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.06$0.04$0.02
2013Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.05$0.09$0.04
2012Summary only. Only limited summary data is available for this year.$1.06$0.00$0.04$0.08$0.04
2011Summary only. Only limited summary data is available for this year.$1.11$0.00$0.03$0.13$0.10