Civic Intelligence

R E Lee Wilson Trusts

990PF • Fiscal year 2017 • EIN 71-6059146

Jan 01, 2017 to Dec 31, 2017 • Filed on May 12, 2018

Organization Profile
425 W Capitol Ave Suite 3400Little Rock, AR 72201

(501) 707-6102

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

5th percentile

-90%

Higher net margin than 5% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

47th percentile

$13,221

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 6.8% of source-year revenue.

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

33rd percentile

-1.2%

Faster asset growth than 33% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2015 to 2017

Revenue Growth

38th percentile

0.3%

Faster revenue growth than 38% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2015 to 2017

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$4,791,402

Down $112,139 (-2.3%) from 2015

Net Assets

$4,791,401

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin5th percentile

Revenue

Up

$193,219

Up $1,330 (+0.7%) from 2015

Expenses

Down

$367,599

Down $154,168 (-30%) from 2015

Net Income

Up

-$174,380

Up $155,498 (+47%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $4,944,238Liabilities 2011: $02011Assets 2012: $4,803,896Liabilities 2012: $02012Assets 2013: $5,218,602Liabilities 2013: $02013Assets 2014: $5,010,473Liabilities 2014: $02014Assets 2015: $4,903,541Liabilities 2015: $02015Assets 2017: $4,791,402Liabilities 2017: $0Net Assets 2017: $4,791,4012017Assets 2018: $4,841,124Liabilities 2018: $0Net Assets 2018: $4,841,1242018Assets 2019: $4,927,374Liabilities 2019: $0Net Assets 2019: $4,927,3742019Assets 2020: $4,961,472Liabilities 2020: $0Net Assets 2020: $4,961,4722020Assets 2021: $5,081,414Liabilities 2021: $0Net Assets 2021: $5,081,4142021Assets 2022: $5,037,427Liabilities 2022: $0Net Assets 2022: $5,037,4272022Assets 2023: $5,010,143Liabilities 2023: $0Net Assets 2023: $5,010,1432023Assets 2024: $4,994,956Liabilities 2024: $0Net Assets 2024: $4,994,9562024

Highlighted filing

2017

Assets$4,791,402
Liabilities$0
Net Assets$4,791,401
Open 2017 Filing

Operations Trend

Revenue Growth38th percentile

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

$1.0M$500K$0-$500KRevenue 2011: $242,167Expenses 2011: $312,825Net Income 2011: -$70,6582011Revenue 2012: $96,366Expenses 2012: $328,783Net Income 2012: -$232,4172012Revenue 2013: $755,503Expenses 2013: $320,784Net Income 2013: $434,7192013Revenue 2014: $281,921Expenses 2014: $551,144Net Income 2014: -$269,2232014Revenue 2015: $191,889Expenses 2015: $521,767Net Income 2015: -$329,8782015Revenue 2017: $193,219Expenses 2017: $367,599Net Income 2017: -$174,3802017Revenue 2018: $184,947Expenses 2018: $274,667Net Income 2018: -$89,7202018Revenue 2019: $179,893Expenses 2019: $150,698Net Income 2019: $29,1952019Revenue 2020: $155,492Expenses 2020: $174,759Net Income 2020: -$19,2672020Revenue 2021: $223,801Expenses 2021: $252,751Net Income 2021: -$28,9502021Revenue 2022: $146,507Expenses 2022: $420,489Net Income 2022: -$273,9822022Revenue 2023: $147,799Expenses 2023: $385,514Net Income 2023: -$237,7152023Revenue 2024: $154,404Expenses 2024: $370,470Net Income 2024: -$216,0662024

Highlighted filing

2017

Revenue$193,219
Expenses$367,599
Net Income-$174,380
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 12, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PERRY LEE WILSONTrustee-$13,221-$13,221
STEPHEN A WILSONTrustee-$13,221-$13,221
REL WILSON VTrustee-$13,221-$13,221
Filing and Contact Details

Filer

Filer Name
Re Lee Wilson Trust
EIN
71-6059146
In Care Of
% PERRY WILSON
Phone
5017076102
Address
425 W CAPITOL AVE SUITE 3400, LITTLE ROCK, AR 72201

Signing Officer

Name
Perry Lee Wilson
Title
Trustee
Phone
5017076102
Signed
2018-05-12
Discuss with paid preparer
Yes

Preparer

Firm
Bkd Llp
Address
PO BOX 3667, LITTLE ROCK, AR 72203-3667
Preparer
Kevin Horn
Phone
5013721040
Raw XML Appendix338 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0PERRY LEE WILSON
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0PERRY WILSON
IRS990PF/StatementsRegardingActyGrp/PhoneNum05017076102
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0299180
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0FURTHERANCE OF RECIPIENT'S EXEMPT PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1FURTHERANCE OF RECIPIENT'S EXEMPT PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0LYON COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1ARKANSAS HISTORICAL ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02300 HIGHLAND ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1416 OLD MAIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BATESVILLE
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IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0300180
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/AppliedToCurrentYearAmt0267468
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0267468
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0193027
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt043170
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0268909
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt032712
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0193027
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt043170
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0300180
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt032712
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0268909
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0236197
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0181157
OtherDecreasesSchedule/OtherDecreasesDetail/Amt10
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0UNREALIZED LOSS IN SECURITIES GIVEN
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1IN-KIND
OtherIncomeSchedule2/OtherIncomeDetail/Desc0IRS REFUND
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0425281
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0PRIOR PERIOD ADJUSTMENT TO CORRECT BASIS
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt026176
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0CHARLES SCHWAB CASH
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt021592
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0BROKER FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt021592
TaxesSchedule/TaxesDetail/Amt02714
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt02714
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PERRY LEE WILSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05017076102
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RE LEE WILSON TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O MR PERRY WILSON
ReturnHeader/Filer/BusinessNameControlTxt0RELE
ReturnHeader/Filer/EIN0716059146
ReturnHeader/Filer/InCareOfNm0% PERRY WILSON
ReturnHeader/Filer/PhoneNum05017076102
ReturnHeader/Filer/USAddress/AddressLine1Txt0425 W CAPITOL AVE SUITE 3400
ReturnHeader/Filer/USAddress/CityNm0LITTLE ROCK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AR
ReturnHeader/Filer/USAddress/ZIPCd072201
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0B37B8C9CB570B6AE8225746A43CA95F09B7785DB
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0F5977BEB049942DED8E66FDC307AAD1CDA4A43EF
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId071015520181345000013
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-05-14
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.126.162
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BKD LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 3667
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LITTLE ROCK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0722033667
ReturnHeader/PreparerPersonGrp/PhoneNum05013721040
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KEVIN HORN
ReturnHeader/ReturnTs02018-05-14T16:10:59-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,791,402
Liabilities
$0
Net assets
$4,791,401
Revenue
$193,219
Expenses
$367,599
Net income
-$174,380
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.99$0.00$4.99$0.15$0.37$0.22
2023Detailed filing. Detailed filing data is available for this year.$5.01$0.00$5.01$0.15$0.39$0.24
2022Detailed filing. Detailed filing data is available for this year.$5.04$0.00$5.04$0.15$0.42$0.27
2021Detailed filing. Detailed filing data is available for this year.$5.08$0.00$5.08$0.22$0.25$0.03
2020Detailed filing. Detailed filing data is available for this year.$4.96$0.00$4.96$0.16$0.17$0.02
2019Detailed filing. Detailed filing data is available for this year.$4.93$0.00$4.93$0.18$0.15$0.03
2018Detailed filing. Detailed filing data is available for this year.$4.84$0.00$4.84$0.18$0.27$0.09
2017Detailed filing. Detailed filing data is available for this year.$4.79$0.00$4.79$0.19$0.37$0.17
2015Summary only. Only limited summary data is available for this year.$4.90$0.00$0.19$0.52$0.33
2014Summary only. Only limited summary data is available for this year.$5.01$0.00$0.28$0.55$0.27
2013Summary only. Only limited summary data is available for this year.$5.22$0.00$0.76$0.32$0.43
2012Summary only. Only limited summary data is available for this year.$4.80$0.00$0.10$0.33$0.23
2011Summary only. Only limited summary data is available for this year.$4.94$0.00$0.24$0.31$0.07