Civic Intelligence

Hallie Wilson Charitable Trust C/O Central Bank Trustee

990 • Fiscal year 2014 • EIN 61-6218165

Feb 01, 2013 to Jan 31, 2014 • Filed on Feb 11, 2014

Organization ProfileN/A
PO Box 136040590-1360

(859) 253-6222

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

13th percentile

0.00x

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

96th percentile

74%

Higher net margin than 96% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

35th percentile

$5,477

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 4.1% of source-year revenue.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

70th percentile

9.9%

Faster asset growth than 70% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets13th percentile

Assets

Flat

$1,102,220

Flat from 2014

Net Assets

Flat

$1,102,220

Flat from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin96th percentile

Revenue

Flat

$133,029

Flat from 2014

Expenses

Flat

$33,973

Flat from 2014

Net Income

Flat

$99,056

Flat from 2014

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $954,762Liabilities 2011: $0Net Assets 2011: $954,7622011Assets 2012: $955,303Liabilities 2012: $0Net Assets 2012: $955,3032012Assets 2013: $1,003,164Liabilities 2013: $0Net Assets 2013: $1,003,1642013Assets 2014: $1,102,220Liabilities 2014: $0Net Assets 2014: $1,102,2202014Assets 2014: $1,102,220Liabilities 2014: $0Net Assets 2014: $1,102,2202014Assets 2015: $1,162,161Liabilities 2015: $4,561Net Assets 2015: $1,157,6002015Assets 2016: $1,190,833Liabilities 2016: $7,894Net Assets 2016: $1,182,9392016Assets 2017: $1,163,331Liabilities 2017: $0Net Assets 2017: $1,163,3312017Assets 2018: $1,231,157Liabilities 2018: $0Net Assets 2018: $1,231,1572018Assets 2019: $1,239,591Liabilities 2019: $0Net Assets 2019: $1,239,5912019Assets 2020: $1,237,970Liabilities 2020: $0Net Assets 2020: $1,237,9702020Assets 2021: $1,300,915Liabilities 2021: $0Net Assets 2021: $1,300,9152021Assets 2022: $1,320,418Liabilities 2022: $0Net Assets 2022: $1,320,4182022Assets 2023: $1,334,010Liabilities 2023: $0Net Assets 2023: $1,334,0102023Assets 2024: $1,345,304Liabilities 2024: $0Net Assets 2024: $1,345,3042024

Highlighted filing

2014

Assets$1,102,220
Liabilities$0
Net Assets$1,102,220
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$150K$100K$50K$0-$50KExpenses 2011: $28,9062011Expenses 2012: $30,3972012Expenses 2013: $31,1152013Revenue 2014: $133,029Expenses 2014: $33,973Net Income 2014: $99,0562014Revenue 2014: $133,029Expenses 2014: $33,973Net Income 2014: $99,0562014Revenue 2015: $97,156Expenses 2015: $41,776Net Income 2015: $55,3802015Revenue 2016: $70,185Expenses 2016: $44,846Net Income 2016: $25,3392016Revenue 2017: $33,272Expenses 2017: $52,880Net Income 2017: -$19,6082017Revenue 2018: $120,519Expenses 2018: $52,693Net Income 2018: $67,8262018Revenue 2019: $61,067Expenses 2019: $52,633Net Income 2019: $8,4342019Revenue 2020: $46,244Expenses 2020: $47,865Net Income 2020: -$1,6212020Revenue 2021: $116,702Expenses 2021: $53,757Net Income 2021: $62,9452021Revenue 2022: $73,622Expenses 2022: $54,119Net Income 2022: $19,5032022Revenue 2023: $80,476Expenses 2023: $66,884Net Income 2023: $13,5922023Revenue 2024: $86,684Expenses 2024: $75,390Net Income 2024: $11,2942024

Highlighted filing

2014

Revenue$133,029
Expenses$33,973
Net Income$99,056
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Feb 1, 2013 to Jan 31, 2014
Signed
Feb 11, 2014
Return Version
2013v3.0
Gross Receipts
$445,893
Mission and Program Overview

Mission

Distribution of income to charitable organizations specified in trust document

This is a charitable trust created under the will of oscar wilson whose only purpose is to make make charitable gifts to various charitable organizations

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,003,164$1,102,220▲ $99,056
Investments in Publicly Traded Securities$973,110$1,067,364▲ $94,254
Savings and Temporary Cash Investments$30,054$34,856▲ $4,802
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,003,164$1,102,220▲ $99,056
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,003,164$1,102,220▲ $99,056
Total Liabilities and Net Assets / Fund Balance$1,003,164$1,102,220▲ $99,056
Compensation and Service Providers
Top Officer Pay35th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Central Bank Trust CoTrusteePT$5,477$5,477
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$133,029
Other Revenue
$0
Change in Net Assets
$99,056
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$27,771
Salaries, Compensation, and Employee Benefits$5,477
Other Expenses$725
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$27,771--$27,771
Current Officers, Directors, Trustees, and Key Employees-$5,477-$5,477
Fees for Services Accounting-$725-$725
Total Functional Expenses$27,771$6,202$0$33,973
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
11-6024956-501(c)(3)To Distribute Per Terms of Trust$5,555
16-1560723-501(c)(3)To Distribute Per Terms of Trust$5,554
95-3387766-501(c)(3)To Distribute Per Terms of Trust$5,554
38-1627960-501(c)(3)To Distribute Per Terms of Trust$5,554
13-1624187-501(c)(3)To Distribute Per Terms of Trust$5,554
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“Form 990 is prepared by independent cpa firm. Sent to bank trustee for approval and then cpa firm electronically files after receiving appropriate signature.”

Form 990, Part VI, Section C, Line 19

“AVAILABLE ON REQUEST.”

Filing and Contact Details

Filer

EIN
61-6218165
Phone
8592536222

Signing Officer

Name
Eloise Penn
Title
Trust Officer
Phone
8592538736
Signed
2014-02-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Eloise Penn
Formed
1987
Legal Domicile
Ky
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
0

Preparer

Preparer
Michael S Mills
Phone
8592524431
Raw XML Appendix326 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AVAILABLE ON REQUEST.
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ReturnHeader/BusinessOfficerGrp/PhoneNum08592538736
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-02-11
ReturnHeader/Filer/BusinessName/BusinessNameLine10HALLIE WILSON CHARITABLE TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine20C/O CENTRAL BANK TRUSTEE
ReturnHeader/Filer/BusinessNameControlTxt0WILS
ReturnHeader/Filer/EIN0616218165
ReturnHeader/Filer/PhoneNum08592536222
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 1360
ReturnHeader/Filer/USAddress/City0LEXINGTON
ReturnHeader/Filer/USAddress/State0KY
ReturnHeader/Filer/USAddress/ZIPCode0405901360
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0611190784
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10ADDINGTON & MILLS PSC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine103292 EAGLE VIEW LANE SUITE 340
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0LEXINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode040509
ReturnHeader/PreparerPersonGrp/PhoneNum08592524431
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL S MILLS
ReturnHeader/ReturnTs02014-02-15T13:18:10-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-02-01
ReturnHeader/TaxPeriodEndDt02014-01-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,102,220
Liabilities
$0
Net assets
$1,102,220
Revenue
$133,029
Expenses
$33,973
Net income
$99,056
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Summary only. Only limited summary data is available for this year.$1.35$0.00$1.35$0.09$0.08$0.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.33$0.00$1.33$0.08$0.07$0.01
2022Summary only. Only limited summary data is available for this year.$1.32$0.00$1.32$0.07$0.05$0.02
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.30$0.00$1.30$0.12$0.05$0.06
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.24$0.00$1.24$0.05$0.05$0.00
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.24$0.00$1.24$0.06$0.05$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.23$0.00$1.23$0.12$0.05$0.07
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.16$0.00$1.16$0.03$0.05$0.02
2016Detailed filing. Detailed filing data is available for this year.$1.19$0.01$1.18$0.07$0.04$0.03
2015Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.10$0.04$0.06
2014Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.13$0.03$0.10
2014Summary only. Only limited summary data is available for this year.$1.10$0.00$1.10$0.13$0.03$0.10
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.00$0.00$1.00$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.96$0.00$0.96$0.03
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.95$0.00$0.95$0.03