Civic Intelligence

Hallie Wilson Charitable Trust C/O Central Bank Trustee

990 • Fiscal year 2016 • EIN 61-6218165

Feb 01, 2015 to Jan 31, 2016 • Filed on Feb 29, 2016

Organization ProfileN/A
PO Box 1360Lexington, KY 40590-1360

(859) 253-6222

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.01x

Higher debt load relative to assets than 23% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

51st percentile

0.11x

Higher debt load relative to revenue than 51% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

88th percentile

36%

Higher net margin than 88% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

36th percentile

$6,124

Higher top officer pay than 36% of similar nonprofits.

Top officer pay equals 8.7% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

54th percentile

2.5%

Faster asset growth than 54% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

12th percentile

-28%

Faster revenue growth than 12% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Up

$1,190,833

Up $28,672 (+2.5%) from 2015

Net Assets

Up

$1,182,939

Up $25,339 (+2.2%) from 2015

Liabilities

Up

$7,894

Up $3,333 (+73%) from 2015

Revenue And Expenses
Liabilities / Revenue51st percentileNet Margin88th percentile

Revenue

Down

$70,185

Down $26,971 (-28%) from 2015

Expenses

Up

$44,846

Up $3,070 (+7.3%) from 2015

Net Income

Down

$25,339

Down $30,041 (-54%) from 2015

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: $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 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

2016

Assets$1,190,833
Liabilities$7,894
Net Assets$1,182,939
Open 2016 Filing

Operations Trend

Revenue Growth12th percentile

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 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

2016

Revenue$70,185
Expenses$44,846
Net Income$25,339
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Feb 1, 2015 to Jan 31, 2016
Signed
Feb 29, 2016
Return Version
2015v2.1
Gross Receipts
$411,343
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$1,157,600$1,182,939▲ $25,339
Investments in Publicly Traded Securities$1,135,383$1,166,533▲ $31,150
Savings and Temporary Cash Investments$26,778$24,300▼ $2,478
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,162,161$1,190,833▲ $28,672
Liabilities
Other Liabilities$4,561$7,894▲ $3,333
Total Liabilities$4,561$7,894▲ $3,333
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,157,600$1,182,939▲ $25,339
Total Liabilities and Net Assets / Fund Balance$1,162,161$1,190,833▲ $28,672
Compensation and Service Providers
Top Officer Pay36th percentile

Employees

NameTitleFull / Part TimeBaseTotal
-TrusteePT$6,124$6,124
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$70,185
Other Revenue
$0
Change in Net Assets
$25,339
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$37,322
Salaries, Compensation, and Employee Benefits$6,124
Other Expenses$1,400
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$37,322--$37,322
Current Officers, Directors, Trustees, and Key Employees-$6,124-$6,124
Fees for Services Accounting-$1,400-$1,400
Total Functional Expenses$37,322$7,524$0$44,846
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Holy Cross MonasteryWest Park, NY501(c)(3)To Distribute Per Terms of Trust$5,886
Mt Calvary ChurchSanta Barbara, CA501(c)(3)To Distribute Per Terms of Trust$5,886
St Gregorys AbbeyThree Rivers, MI501(c)(3)To Distribute Per Terms of Trust$5,886
Society of St FrancisMt Sinai, NY501(c)(3)To Distribute Per Terms of Trust$5,885
Society of the Free Church of St MaryNew York, NY501(c)(3)To Distribute Per Terms of Trust$5,885
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Distribution Payable$7,894
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

Filer Name
Hallie Wilson Charitable Trust
EIN
61-6218165
Phone
8592536222
Address
PO BOX 1360, LEXINGTON, KY 40590-1360

Signing Officer

Name
Eloise Penn
Title
Trust Officer
Phone
8592538736
Signed
2016-02-29
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

Firm
Addington & Mills Psc
Address
3292 EAGLE VIEW LANE SUITE 340, LEXINGTON, KY 40509
Preparer
Michael S Mills
Phone
8592524431
Raw XML AppendixShowing 400 of 417 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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IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd25
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd35
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd45
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt20
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt30
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt40
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt07465
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt17465
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt27465
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt37464
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt47464
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0SOCIETY OF ST FRANCIS
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1SOCIETY OF THE FREE CHURCH OF ST MARY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt2HOLY CROSS MONASTERY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt3MT CALVARY CHURCH
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt4ST GREGORYS ABBEY
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt037323
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt07894
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DISTRIBUTION PAYABLE
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt07894
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt05886
IRS990ScheduleI/RecipientTable/CashGrantAmt15886
IRS990ScheduleI/RecipientTable/CashGrantAmt25886
IRS990ScheduleI/RecipientTable/CashGrantAmt35885
IRS990ScheduleI/RecipientTable/CashGrantAmt45885
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc4501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO DISTRIBUTE PER TERMS OF TRUST
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1TO DISTRIBUTE PER TERMS OF TRUST
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2TO DISTRIBUTE PER TERMS OF TRUST
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3TO DISTRIBUTE PER TERMS OF TRUST
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4TO DISTRIBUTE PER TERMS OF TRUST
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0HOLY CROSS MONASTERY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1MT CALVARY CHURCH
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2ST GREGORYS ABBEY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3SOCIETY OF THE FREE CHURCH OF ST MARY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4SOCIETY OF ST FRANCIS
IRS990ScheduleI/RecipientTable/RecipientEIN0161560723
IRS990ScheduleI/RecipientTable/RecipientEIN1953387766
IRS990ScheduleI/RecipientTable/RecipientEIN2381627960
IRS990ScheduleI/RecipientTable/RecipientEIN3131624187
IRS990ScheduleI/RecipientTable/RecipientEIN4116024956
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO BOX 99
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1PO BOX 1296
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt256500 ABBEY RD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3145 WEST 46TH ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt4PO BOX 389
IRS990ScheduleI/RecipientTable/USAddress/CityNm0WEST PARK
IRS990ScheduleI/RecipientTable/USAddress/CityNm1SANTA BARBARA
IRS990ScheduleI/RecipientTable/USAddress/CityNm2THREE RIVERS
IRS990ScheduleI/RecipientTable/USAddress/CityNm3NEW YORK
IRS990ScheduleI/RecipientTable/USAddress/CityNm4MT SINAI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0NY
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2MI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3NY
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4NY
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd012493
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd193102
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd249093
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd310036
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd411766
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS PREPARED BY INDEPENDENT CPA FIRM. SENT TO BANK TRUSTEE FOR APPROVAL AND THEN CPA FIRM ELECTRONICALLY FILES AFTER RECEIVING APPROPRIATE SIGNATURE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AVAILABLE ON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0KY
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01162161
IRS990/TotalAssetsEOYAmt01190833
IRS990/TotalAssetsGrp/BOYAmt01162161
IRS990/TotalAssetsGrp/EOYAmt01190833
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt07524
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt037322
IRS990/TotalFunctionalExpensesGrp/TotalAmt044846
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt04561
IRS990/TotalLiabilitiesEOYAmt07894
IRS990/TotalLiabilitiesGrp/BOYAmt04561
IRS990/TotalLiabilitiesGrp/EOYAmt07894
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01157600
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01182939
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt037322
IRS990/TotalReportableCompFromOrgAmt06124
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt070185
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt070185
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01162161
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01190833
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 1360
IRS990/USAddress/CityNm0LEXINGTON
IRS990/USAddress/StateAbbreviationCd0KY
IRS990/USAddress/ZIPCd0405881360
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ELOISE PENN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum08592538736
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-02-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HALLIE WILSON CHARITABLE TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O CENTRAL BANK TRUSTEE
ReturnHeader/Filer/BusinessNameControlTxt0WILS
ReturnHeader/Filer/EIN0616218165
ReturnHeader/Filer/PhoneNum08592536222

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$1,190,833
Liabilities
$7,894
Net assets
$1,182,939
Revenue
$70,185
Expenses
$44,846
Net income
$25,339
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
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