Civic Intelligence

Hallie Wilson Charitable Trust C/O Central Bank Trustee

990 • Fiscal year 2022 • EIN 61-6218165

Feb 01, 2021 to Jan 31, 2022 • Filed on Feb 23, 2022

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

17th percentile

0.00x

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

17th percentile

0.00x

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

77th percentile

26%

Higher net margin than 77% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

40th percentile

$7,194

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 9.8% of source-year revenue.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

51st percentile

1.5%

Faster asset growth than 51% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

11th percentile

-37%

Faster revenue growth than 11% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets17th percentile

Assets

Flat

$1,320,418

Flat from 2022

Net Assets

Flat

$1,320,418

Flat from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin77th percentile

Revenue

Flat

$73,622

Flat from 2022

Expenses

Flat

$54,119

Flat from 2022

Net Income

Flat

$19,503

Flat from 2022

Historical Trend

Balance Sheet Trend

Asset Growth51st 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 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

2022

Assets$1,320,418
Liabilities$0
Net Assets$1,320,418
Open 2022 Filing

Operations Trend

Revenue Growth11th 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 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

2022

Revenue$73,622
Expenses$54,119
Net Income$19,503
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Feb 1, 2021 to Jan 31, 2022
Signed
Feb 23, 2022
Return Version
2021v4.1
Gross Receipts
$754,997
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$1,300,915$1,320,418▲ $19,503
Investments in Publicly Traded Securities$1,258,501$1,287,423▲ $28,922
Savings and Temporary Cash Investments$42,414$32,997▼ $9,417
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Cash and Non-Interest-Bearing Accounts-$-2-
Total Assets$1,300,915$1,320,418▲ $19,503
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,300,915$1,320,418▲ $19,503
Total Liabilities and Net Assets / Fund Balance$1,300,915$1,320,418▲ $19,503
Compensation and Service Providers
Top Officer Pay40th percentile

Employees

NameTitleFull / Part TimeBaseTotal
-TrusteePT$7,194$7,194
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$73,622
Other Revenue
$0
Change in Net Assets
$19,503
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$46,000
Salaries, Compensation, and Employee Benefits$7,194
Other Expenses$925
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$46,000--$46,000
Current Officers, Directors, Trustees, and Key Employees-$7,194-$7,194
Fees for Services Accounting-$925-$925
Total Functional Expenses$46,000$8,119$0$54,119
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Holy Cross MonasteryWest Park, NY501(c)(3)To Distribute Per Terms of Trust$9,200
Mt Calvary ChurchSanta Barbara, CA501(c)(3)To Distribute Per Terms of Trust$9,200
Society of St FrancisMt Sinai, NY501(c)(3)To Distribute Per Terms of Trust$9,200
Society of the Free Church of St MaryNew York, NY501(c)(3)To Distribute Per Terms of Trust$9,200
St Gregorys AbbeyThree Rivers, MI501(c)(3)To Distribute Per Terms of Trust$9,200
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 35% controlled entity
No
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
Anna Hovekamp
Title
Trust Officer
Phone
8592536247
Signed
2022-02-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Anna Hovekamp
Formed
1994
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 425 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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Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,320,418
Liabilities
$0
Net assets
$1,320,418
Revenue
$73,622
Expenses
$54,119
Net income
$19,503
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
2022Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.07$0.05$0.02
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