Civic Intelligence

Hallie Wilson Charitable Trust C/O Central Bank Trustee

990 • Fiscal year 2018 • EIN 61-6218165

Feb 01, 2017 to Jan 31, 2018 • Filed on Mar 27, 2018

Organization ProfileN/A
PO Box 1360Lexington, KY 40588-1360

(859) 253-6222

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

14th percentile

0.00x

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

93rd percentile

56%

Higher net margin than 93% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

37th percentile

$6,391

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 5.3% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

64th percentile

5.8%

Faster asset growth than 64% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

97th percentile

262%

Faster revenue growth than 97% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$1,231,157

Up $67,826 (+5.8%) from 2017

Net Assets

Up

$1,231,157

Up $67,826 (+5.8%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin93rd percentile

Revenue

Up

$120,519

Up $87,247 (+262%) from 2017

Expenses

Down

$52,693

Down $187 (-0.4%) from 2017

Net Income

Up

$67,826

Up $87,434 (+446%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth64th 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

2018

Assets$1,231,157
Liabilities$0
Net Assets$1,231,157
Open 2018 Filing

Operations Trend

Revenue Growth97th 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

2018

Revenue$120,519
Expenses$52,693
Net Income$67,826
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Feb 1, 2017 to Jan 31, 2018
Signed
Mar 27, 2018
Return Version
2017v2.2
Gross Receipts
$336,484
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$1,163,331$1,231,157▲ $67,826
Investments in Publicly Traded Securities$1,145,238$1,200,757▲ $55,519
Savings and Temporary Cash Investments$18,093$30,400▲ $12,307
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,163,331$1,231,157▲ $67,826
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,163,331$1,231,157▲ $67,826
Total Liabilities and Net Assets / Fund Balance$1,163,331$1,231,157▲ $67,826
Compensation and Service Providers
Top Officer Pay37th percentile

Employees

NameTitleFull / Part TimeBaseTotal
-TrusteePT$6,391$6,391
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$120,519
Other Revenue
$0
Change in Net Assets
$67,826
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$45,277
Salaries, Compensation, and Employee Benefits$6,391
Other Expenses$1,025
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$45,277--$45,277
Current Officers, Directors, Trustees, and Key Employees-$6,391-$6,391
Fees for Services Accounting-$1,025-$1,025
Total Functional Expenses$45,277$7,416$0$52,693
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Holy Cross MonasteryWest Park, NY501(c)(3)To Distribute Per Terms of Trust-
Mt Calvary ChurchSanta Barbara, CA501(c)(3)To Distribute Per Terms of Trust-
Society of St FrancisMt Sinai, NY501(c)(3)To Distribute Per Terms of Trust-
Society of the Free Church of St MaryNew York, NY501(c)(3)To Distribute Per Terms of Trust-
St Gregorys AbbeyThree Rivers, MI501(c)(3)To Distribute Per Terms of Trust-
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 11B

“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 40588-1360

Signing Officer

Name
Eloise Penn
Title
Trust Officer
Phone
8592538736
Signed
2018-03-27
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/OrganizationTypeCd35
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd45
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IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt20
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt30
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt40
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt49056
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt2HOLY CROSS MONASTERY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt3MT CALVARY CHURCH
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt4ST GREGORYS ABBEY
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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
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IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt4PO BOX 389
IRS990ScheduleI/RecipientTable/USAddress/CityNm0WEST PARK
IRS990ScheduleI/RecipientTable/USAddress/CityNm1SANTA BARBARA
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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 11B
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ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST OFFICER
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ReturnHeader/BusinessOfficerGrp/SignatureDt02018-03-27
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Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,231,157
Liabilities
$0
Net assets
$1,231,157
Revenue
$120,519
Expenses
$52,693
Net income
$67,826
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
2018Detailed filing. Detailed filing data is available for this year.$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