Civic Intelligence

William B Wilcox Charitable Trust 3455000423

990PF • Fiscal year 2019 • EIN 59-7169510

Jan 01, 2019 to Dec 31, 2019 • Filed on Apr 23, 2020

Organization Profile
715 South Ft Harrison AvenueClearwater, FL 33757-2918

(727) 469-4555

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

80th percentile

27%

Higher net margin than 80% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

54th percentile

3.4%

Faster asset growth than 54% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

22nd percentile

-14%

Faster revenue growth than 22% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$1,000,597

Up $32,899 (+3.4%) from 2018

Net Assets

Up

$1,000,597

Up $32,899 (+3.4%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin80th percentile

Revenue

Down

$121,179

Down $19,265 (-14%) from 2018

Expenses

Down

$88,280

Down $16,249 (-16%) from 2018

Net Income

Down

$32,899

Down $3,016 (-8.4%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth54th 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

2019

Assets$1,000,597
Liabilities$0
Net Assets$1,000,597
Open 2019 Filing

Operations Trend

Revenue Growth22nd 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

2019

Revenue$121,179
Expenses$88,280
Net Income$32,899
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Apr 23, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$0--
Filing and Contact Details

Filer

Filer Name
William B Wilcox Charitable Trust
EIN
59-7169510
Phone
7274694555
Address
715 SOUTH FT HARRISON AVENUE, CLEARWATER, FL 33757-2918

Signing Officer

Name
Richard L Farruggion Trust Associat
Title
Trustee
Phone
7274694555
Signed
2020-04-23
Discuss with paid preparer
Yes

Preparer

Firm
Davidson Jamieson & Cristini Pl
Address
1956 BAYSHORE BLVD, DUNEDIN, FL 34698-2500
Preparer
Harry B Jamieson
Phone
7277345437
Raw XML Appendix340 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/BusinessName/BusinessNameLine2Txt0REGIONS PRIVATE WEALTH MANAGEMENT
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt013929
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt017203
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt013820
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt099093
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt018248
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt035893
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt013929
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt017203
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt013820
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt082712
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt018248
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IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt080845
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MISCELLANEOUS EXPENSES
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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0506
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TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES W/H
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0261
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0348
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ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD L FARRUGGION TRUST ASSOCIAT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07274694555
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-04-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILLIAM B WILCOX CHARITABLE TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt03455000423
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0597169510
ReturnHeader/Filer/PhoneNum07274694555
ReturnHeader/Filer/USAddress/AddressLine1Txt0715 SOUTH FT HARRISON AVENUE
ReturnHeader/Filer/USAddress/CityNm0CLEARWATER
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ReturnHeader/Filer/USAddress/ZIPCd0337572918
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt067.78.186.98
ReturnHeader/FilingSecurityInformation/IPDt02020-07-07
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm007:39:48
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0593732759
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DAVIDSON JAMIESON & CRISTINI PL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01956 BAYSHORE BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DUNEDIN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0346982500
ReturnHeader/PreparerPersonGrp/PhoneNum07277345437
ReturnHeader/PreparerPersonGrp/PreparationDt02020-07-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HARRY B JAMIESON
ReturnHeader/ReturnTs02020-07-07T07:39:48-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,000,597
Liabilities
$0
Net assets
$1,000,597
Revenue
$121,179
Expenses
$88,280
Net income
$32,899
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