Civic Intelligence

R E Lee Wilson Trusts

990PF • Fiscal year 2018 • EIN 71-6059146

Jan 01, 2018 to Dec 31, 2018 • Filed on May 10, 2019

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

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

9th percentile

-49%

Higher net margin than 9% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

47th percentile

$14,114

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 7.6% of source-year revenue.

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

51st percentile

1.0%

Faster asset growth than 51% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

31st percentile

-4.3%

Faster revenue growth than 31% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$4,841,124

Up $49,722 (+1.0%) from 2017

Net Assets

Up

$4,841,124

Up $49,723 (+1.0%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin9th percentile

Revenue

Down

$184,947

Down $8,272 (-4.3%) from 2017

Expenses

Down

$274,667

Down $92,932 (-25%) from 2017

Net Income

Up

-$89,720

Up $84,660 (+49%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth51st 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

2018

Assets$4,841,124
Liabilities$0
Net Assets$4,841,124
Open 2018 Filing

Operations Trend

Revenue Growth31st 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

2018

Revenue$184,947
Expenses$274,667
Net Income-$89,720
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 10, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PERRY LEE WILSONTrustee-$14,114-$14,114
STEPHEN A WILSONTrustee-$14,114-$14,114
REL WILSON VTrustee-$14,114-$14,114
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
2019-05-10
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 Appendix337 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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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0PERRY LEE WILSON
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IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0PERRY WILSON
IRS990PF/StatementsRegardingActyGrp/PhoneNum05017076102
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0202966
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
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1FAYETTEVILLE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd172201
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0203966
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/AppliedToCurrentYearAmt0203966
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0261455
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt057489
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt032712
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0193027
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt043170
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt057489
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0211420
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt032712
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0178708
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0203966
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0211420
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0268909
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherIncomeSchedule2/OtherIncomeDetail/Desc0IRS REFUND
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0105339
OtherIncreasesSchedule/OtherIncreasesDetail/Amt10
OtherIncreasesSchedule/OtherIncreasesDetail/Amt234104
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0PRIOR PERIOD ADJUSTMENT TO CORRECT BASIS
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1UNREALIZED GAIN IN SECURITIES GIVEN
OtherIncreasesSchedule/OtherIncreasesDetail/Desc2IN-KIND
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0CHARLES SCHWAB CASH
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt022201
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0BROKER FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt022201
TaxesSchedule/TaxesDetail/Amt0242
TaxesSchedule/TaxesDetail/Amt12516
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1INCOME TAXES PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0242
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt12516
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PERRY LEE WILSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05017076102
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-10
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/AtSubmissionCreationDeviceId09F0677AE14FE978F03C145EFB29F1FD4E600E0D5
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId09F0677AE14FE978F03C145EFB29F1FD4E600E0D5
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId071015520193195000012
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-11-15
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/PreparationDt02019-05-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KEVIN HORN
ReturnHeader/ReturnTs02019-11-15T13:12:42-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$4,841,124
Liabilities
$0
Net assets
$4,841,124
Revenue
$184,947
Expenses
$274,667
Net income
-$89,720
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