Civic Intelligence

R E Lee Wilson Trusts

990PF • Fiscal year 2020 • EIN 71-6059146

Jan 01, 2020 to Dec 31, 2020 • Filed on May 17, 2020

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

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

25th percentile

-12%

Higher net margin than 25% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

50th percentile

$14,629

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 9.4% of source-year revenue.

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

41st percentile

0.7%

Faster asset growth than 41% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

32nd percentile

-14%

Faster revenue growth than 32% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$4,961,472

Up $34,098 (+0.7%) from 2019

Net Assets

Up

$4,961,472

Up $34,098 (+0.7%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin25th percentile

Revenue

Down

$155,492

Down $24,401 (-14%) from 2019

Expenses

Up

$174,759

Up $24,061 (+16%) from 2019

Net Income

Down

-$19,267

Down $48,462 (-166%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth41st 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

2020

Assets$4,961,472
Liabilities$0
Net Assets$4,961,472
Open 2020 Filing

Operations Trend

Revenue Growth32nd 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

2020

Revenue$155,492
Expenses$174,759
Net Income-$19,267
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 17, 2020
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay50th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PERRY LEE WILSONTrustee-$14,629-$14,629
STEPHEN A WILSONTrustee-$14,629-$14,629
REL WILSON VTrustee-$14,629-$14,629
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 Wilson
Title
Trustee
Phone
5017076102
Signed
2020-05-17
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 Appendix313 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/DistributableAmountGrp/DistributableBeforeDedAmt0299674
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0300838
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IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt091626
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0PERRY LEE WILSON
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt250452
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0FURTHERANCE OF RECIPIENT'S EXEMPT PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1FURTHERANCE OF RECIPIENT'S EXEMPT PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2FURTHERANCE OF RECIPIENT'S EXEMPT PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0LYON COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1ECONOMICS ARKANSAS - TEACHER GRANT PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2ECONOMICS ARKANSAS FOUNDATION - LEGACY CAMPAIGN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02300 HIGHLAND ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 3447
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 3447
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BATESVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1LITTLE ROCK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2LITTLE ROCK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0AR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1AR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2AR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd072501
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd172203
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd272203
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0103006
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/AppliedToCurrentYearAmt0103006
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0299674
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt027985
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt027985
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt027985
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0103006
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt027985
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0168683
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherIncomeSchedule2/OtherIncomeDetail/Desc0MISCELLANEOUS REVENUE
OtherIncreasesSchedule/OtherIncreasesDetail/Amt011592
OtherIncreasesSchedule/OtherIncreasesDetail/Amt141773
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ADJUSTMENT TO CORRECT BASIS
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1UNREALIZED GAIN IN SECURITIES GIVEN
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt021833
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0BROKER FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt021833
TaxesSchedule/TaxesDetail/Amt02068
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt02068
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PERRY WILSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05017076102
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-17
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/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/PreparationDt02020-04-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KEVIN HORN
ReturnHeader/ReturnTs02021-05-11T18:34:57-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PERRY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WILSON
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,961,472
Liabilities
$0
Net assets
$4,961,472
Revenue
$155,492
Expenses
$174,759
Net income
-$19,267
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