Civic Intelligence

William B Wilcox Charitable Trust 3455000423

990PF • Fiscal year 2021 • EIN 59-7169510

Jan 01, 2021 to Dec 31, 2021 • Filed on Apr 25, 2022

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

31st percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

88th percentile

61%

Higher net margin than 88% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

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.

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

62nd percentile

13%

Faster asset growth than 62% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

22nd percentile

-8.6%

Faster revenue growth than 22% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$1,332,002

Up $151,232 (+13%) from 2020

Net Assets

Up

$1,332,002

Up $151,232 (+13%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin88th percentile

Revenue

Down

$247,730

Down $23,440 (-8.6%) from 2020

Expenses

Up

$96,498

Up $5,501 (+6.0%) from 2020

Net Income

Down

$151,232

Down $28,941 (-16%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth62nd 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

2021

Assets$1,332,002
Liabilities$0
Net Assets$1,332,002
Open 2021 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

2021

Revenue$247,730
Expenses$96,498
Net Income$151,232
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Apr 25, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay46th 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
Christopher Cambridge Vp
Title
Trustee
Phone
7274694539
Signed
2022-04-25

Preparer

Firm
Davidson Jamieson & Assoc
Address
1956 BAYSHORE BLVD, DUNEDIN, FL 34698
Preparer
Harry Jamieson
Phone
7277345437
Raw XML Appendix311 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/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0151232
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IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0215725
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0215725
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IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0151232
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IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt075870
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IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt0CHRISTOPHER CAMBRIDGE VP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine2Txt0REGIONS PRIVATE WEALTH MANAGEMENT
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4PHI MU HOSE FOUNDATION
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4EDUCATIONAL
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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
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0NORTHLAKE
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/TotalGrantOrContriPdDurYrAmt067526
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/AppliedToCurrentYearAmt072749
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt072749
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt022584
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt018248
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt035893
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt013929
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt017203
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt017203
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0107143
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt016489
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt022584
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt018248
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt035893
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt013929
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt089238
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt016489
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0124346
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0107857
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MISCELLANEOUS EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2ADR FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02
TaxesSchedule/TaxesDetail/Amt0356
TaxesSchedule/TaxesDetail/Amt12812
TaxesSchedule/TaxesDetail/Amt22610
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES W/H
TaxesSchedule/TaxesDetail/CategoryTxt1PRIOR YEAR FED'L TAX ADJUSTMENTS
TaxesSchedule/TaxesDetail/CategoryTxt22021 FED'L TAX ESTIMATES
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRISTOPHER CAMBRIDGE VP
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07274694539
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-04-25
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
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd0337572918
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0845007209
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DAVIDSON JAMIESON & ASSOC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01956 BAYSHORE BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DUNEDIN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd034698
ReturnHeader/PreparerPersonGrp/PhoneNum07277345437
ReturnHeader/PreparerPersonGrp/PreparationDt02022-04-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HARRY JAMIESON
ReturnHeader/ReturnTs02022-04-26T10:19:18-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CHRISTOPHER
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CAMBRIDGE
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
$1,332,002
Liabilities
$0
Net assets
$1,332,002
Revenue
$247,730
Expenses
$96,498
Net income
$151,232
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