Civic Intelligence

R E Lee Wilson Sr Trust

990 • Fiscal year 2021 • EIN 71-6172255

Dec 01, 2020 to Nov 30, 2021 • Filed on Feb 14, 2022

Organization ProfileN/A
2400 East HighlandJonesboro, AR 72401

(870) 930-1000

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

76th percentile

38%

Higher net margin than 76% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

54th percentile

$24,535

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 7.4% of source-year revenue.

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

43rd percentile

4.6%

Faster asset growth than 43% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

90th percentile

182%

Faster revenue growth than 90% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$2,905,774

Up $127,548 (+4.6%) from 2020

Net Assets

Up

$2,905,774

Up $127,548 (+4.6%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin76th percentile

Revenue

Up

$331,656

Up $213,843 (+182%) from 2020

Expenses

Down

$204,108

Down $3,965 (-1.9%) from 2020

Net Income

Up

$127,548

Up $217,808 (+241%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2013: $2,818,466Liabilities 2013: $0Net Assets 2013: $2,818,4662013Assets 2014: $2,938,859Liabilities 2014: $0Net Assets 2014: $2,938,8592014Assets 2015: $2,967,796Liabilities 2015: $0Net Assets 2015: $2,967,7962015Assets 2016: $3,096,721Liabilities 2016: $0Net Assets 2016: $3,096,7212016Assets 2017: $3,136,003Liabilities 2017: $0Net Assets 2017: $3,136,0032017Assets 2018: $2,916,661Liabilities 2018: $0Net Assets 2018: $2,916,6612018Assets 2019: $2,868,486Liabilities 2019: $0Net Assets 2019: $2,868,4862019Assets 2020: $2,778,226Liabilities 2020: $0Net Assets 2020: $2,778,2262020Assets 2021: $2,905,774Liabilities 2021: $0Net Assets 2021: $2,905,7742021Assets 2022: $2,784,736Liabilities 2022: $0Net Assets 2022: $2,784,7362022Assets 2023: $2,686,416Liabilities 2023: $0Net Assets 2023: $2,686,4162023Assets 2024: $2,657,174Liabilities 2024: $0Net Assets 2024: $2,657,1742024

Highlighted filing

2021

Assets$2,905,774
Liabilities$0
Net Assets$2,905,774
Open 2021 Filing

Operations Trend

Revenue Growth90th percentile

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

$400K$200K$0-$200K-$400KExpenses 2013: $320,7352013Revenue 2014: $316,895Expenses 2014: $196,502Net Income 2014: $120,3932014Revenue 2015: $223,933Expenses 2015: $194,996Net Income 2015: $28,9372015Revenue 2016: $157,207Expenses 2016: $28,282Net Income 2016: $128,9252016Revenue 2017: $235,980Expenses 2017: $196,698Net Income 2017: $39,2822017Revenue 2018: $156,380Expenses 2018: $375,722Net Income 2018: -$219,3422018Revenue 2019: $137,900Expenses 2019: $186,075Net Income 2019: -$48,1752019Revenue 2020: $117,813Expenses 2020: $208,073Net Income 2020: -$90,2602020Revenue 2021: $331,656Expenses 2021: $204,108Net Income 2021: $127,5482021Revenue 2022: $132,806Expenses 2022: $253,844Net Income 2022: -$121,0382022Revenue 2023: $94,313Expenses 2023: $192,633Net Income 2023: -$98,3202023Revenue 2024: $174,603Expenses 2024: $203,845Net Income 2024: -$29,2422024

Highlighted filing

2021

Revenue$331,656
Expenses$204,108
Net Income$127,548
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2020 to Nov 30, 2021
Signed
Feb 14, 2022
Return Version
2020v4.2
Gross Receipts
$1,352,543
Mission and Program Overview

Mission

To contribute gains from investments to arkansas state university for educational purposes

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$2,740,349$2,873,588▲ $133,239
Rtn Earn Endowment Incm Other Fnds$1,426,144$1,553,692▲ $127,548
Cap Stk Tr Prin Current Funds$1,352,082$1,352,082→ $0
Savings and Temporary Cash Investments$37,877$32,186▼ $5,691
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Total Assets$2,778,226$2,905,774▲ $127,548
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,778,226$2,905,774▲ $127,548
Total Liabilities and Net Assets / Fund Balance$2,778,226$2,905,774▲ $127,548

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$1,105,868--
Compensation and Service Providers
Top Officer Pay54th percentile

Board Members and Trustees

NameTitle
-Co-trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$331,516
Other Revenue
$140
Change in Net Assets
$127,548
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$170,000
Salaries, Compensation, and Employee Benefits$24,535
Other Expenses$9,573
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$170,000--$170,000
Current Officers, Directors, Trustees, and Key Employees-$24,535-$24,535
Fees for Service Investment Mgmnt Fees-$5,550-$5,550
Fees for Services Accounting-$1,985-$1,985
Other Expenses-$1,836-$1,836
Fees for Services Other-$125-$125
Interest-$77-$77
Total Functional Expenses$170,000$34,108$0$204,108
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Arkansas State UniversityState University, AR-Education$170,000
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
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
No
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

“A copy of the form 990 was reviewed by the corporate trustee of the exempt organization before the return was filed.”

Form 990, Part VI, Section C, Line 19

“The organization does not make its governing documents and financial statements available to the public because they are not included on a form that is publicly available.”

Form 990, Part VII Contact Addresses for Officers, Directors, Etc

“Arkansas state university - p.o. Box 1990, state university, ar 72467.”

Filing and Contact Details

Filer

Filer Name
R E Lee Wilson Sr Trust
EIN
71-6172255
Phone
8709301000
Address
2400 EAST HIGHLAND, JONESBORO, AR 72401

Signing Officer

Name
Shelly Gist
Title
Trust Officer
Phone
8709311000
Signed
2022-02-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Shelly Gist
Formed
1997
Legal Domicile
Ar
Voting Board Members
0
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Hcj Cpas & Advisors Pllc
Address
PO BOX 16307, JONESBORO, AR 72403
Preparer
Brent Stidman CPA
Phone
8709352871
Raw XML Appendix327 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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IRS990/BooksInCareOfDetail/PhoneNum08709311000
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IRS990/GrantAmt0170000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0170000
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IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
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IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01272900
IRS990/GrossReceiptsAmt01352543
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
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IRS990/IndoorTanningServicesInd00
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IRS990/InvestmentInJointVentureInd00
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IRS990/IRPDocumentCnt00
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IRS990/MembersOrStockholdersInd00
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IRS990/OtherRevenueMiscGrp/ExclusionAmt0118
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IRS990/PartialLiquidationInd00
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IRS990/PoliticalCampaignActyInd00
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IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE SUPPORTED ORGANIZATION IS A CO-TRUSTEE OF THE TRUST.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE ORGANIZATION SUPPORTS ARKANSAS STATE UNIVERSITY, A PUBLIC UNIVERSITY, BY PROVIDING FUNDS TO FURTHER ITS EDUCATIONAL PURPOSES.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION D, LINE 3:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION E, LINE 1C:
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IRS990ScheduleI/RecipientTable/RecipientEIN0716000556
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IRS990ScheduleI/RecipientTable/USAddress/CityNm0STATE UNIVERSITY
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF THE FORM 990 WAS REVIEWED BY THE CORPORATE TRUSTEE OF THE EXEMPT ORGANIZATION BEFORE THE RETURN WAS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC BECAUSE THEY ARE NOT INCLUDED ON A FORM THAT IS PUBLICLY AVAILABLE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ARKANSAS STATE UNIVERSITY - P.O. BOX 1990, STATE UNIVERSITY, AR 72467.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC
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IRS990/USAddress/StateAbbreviationCd0AR
IRS990/USAddress/ZIPCd072401
IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SHELLY GIST
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum08709311000
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-02-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0R E LEE WILSON SR TRUST
ReturnHeader/Filer/BusinessNameControlTxt0RELE
ReturnHeader/Filer/EIN0716172255
ReturnHeader/Filer/PhoneNum08709301000
ReturnHeader/Filer/USAddress/AddressLine1Txt02400 EAST HIGHLAND
ReturnHeader/Filer/USAddress/CityNm0JONESBORO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AR
ReturnHeader/Filer/USAddress/ZIPCd072401
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0710650689
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HCJ CPAS & ADVISORS PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 16307
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0JONESBORO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd072403
ReturnHeader/PreparerPersonGrp/PhoneNum08709352871
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRENT STIDMAN CPA
ReturnHeader/ReturnTs02022-02-15T16:46:02-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SHELLY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GIST
ReturnHeader/TaxPeriodBeginDt02020-12-01
ReturnHeader/TaxPeriodEndDt02021-11-30
ReturnHeader/TaxYr02020

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,905,774
Liabilities
$0
Net assets
$2,905,774
Revenue
$331,656
Expenses
$204,108
Net income
$127,548
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.66$0.00$2.66$0.17$0.20$0.03
2023Detailed filing. Detailed filing data is available for this year.$2.69$0.00$2.69$0.09$0.19$0.10
2022Detailed filing. Detailed filing data is available for this year.$2.78$0.00$2.78$0.13$0.25$0.12
2021Detailed filing. Detailed filing data is available for this year.$2.91$0.00$2.91$0.33$0.20$0.13
2020Detailed filing. Detailed filing data is available for this year.$2.78$0.00$2.78$0.12$0.21$0.09
2019Detailed filing. Detailed filing data is available for this year.$2.87$0.00$2.87$0.14$0.19$0.05
2018Detailed filing. Detailed filing data is available for this year.$2.92$0.00$2.92$0.16$0.38$0.22
2017Detailed filing. Detailed filing data is available for this year.$3.14$0.00$3.14$0.24$0.20$0.04
2016Detailed filing. Detailed filing data is available for this year.$3.10$0.00$3.10$0.16$0.03$0.13
2015Detailed filing. Detailed filing data is available for this year.$2.97$0.00$2.97$0.22$0.19$0.03
2014Detailed filing. Detailed filing data is available for this year.$2.94$0.00$2.94$0.32$0.20$0.12
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.82$0.00$2.82$0.32