Civic Intelligence

The Wilton Foundation

990PF • Fiscal year 2014 • EIN 75-2856276

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 11, 2014

PO Box 79079331

(806) 872-5426

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

97th percentile

93%

Higher net margin than 97% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

62nd percentile

6.8%

Faster asset growth than 62% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Assets

Up

$465,342

Up $29,636 (+6.8%) from 2013

Net Assets

Up

$465,342

Up $29,636 (+6.8%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

$31,788

No earlier filing loaded for comparison.

Expenses

Up

$2,152

Up $25 (+1.2%) from 2013

Net Income

$29,636

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $412,096Liabilities 2011: $0Net Assets 2011: $412,0962011Assets 2012: $416,542Liabilities 2012: $6,917Net Assets 2012: $409,6252012Assets 2013: $435,706Liabilities 2013: $0Net Assets 2013: $435,7062013Assets 2014: $465,342Liabilities 2014: $0Net Assets 2014: $465,3422014Assets 2015: $430,830Liabilities 2015: $0Net Assets 2015: $430,8302015Assets 2016: $461,428Liabilities 2016: $0Net Assets 2016: $461,4282016Assets 2017: $457,895Liabilities 2017: $0Net Assets 2017: $457,8952017Assets 2018: $504,245Liabilities 2018: $0Net Assets 2018: $504,2452018Assets 2019: $504,436Liabilities 2019: $0Net Assets 2019: $504,4362019Assets 2020: $517,527Liabilities 2020: $0Net Assets 2020: $517,5272020Assets 2021: $548,550Liabilities 2021: $0Net Assets 2021: $548,5502021Assets 2022: $612,813Liabilities 2022: $0Net Assets 2022: $612,8132022Assets 2023: $619,486Liabilities 2023: $0Net Assets 2023: $619,4862023Assets 2024: $635,970Liabilities 2024: $0Net Assets 2024: $635,9702024Assets 2025: $637,247Liabilities 2025: $0Net Assets 2025: $637,2472025

Highlighted filing

2014

Assets$465,342
Liabilities$0
Net Assets$465,342

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2011: $17,6462011Expenses 2012: $15,5852012Expenses 2013: $2,1272013Revenue 2014: $31,788Expenses 2014: $2,152Net Income 2014: $29,6362014Revenue 2015: $29,048Expenses 2015: $63,560Net Income 2015: -$34,5122015Revenue 2016: $34,822Expenses 2016: $4,224Net Income 2016: $30,5982016Revenue 2017: $8,511Expenses 2017: $12,044Net Income 2017: -$3,5332017Revenue 2018: $490,095Expenses 2018: $443,745Net Income 2018: $46,3502018Revenue 2019: $24,496Expenses 2019: $24,305Net Income 2019: $1912019Revenue 2020: $33,801Expenses 2020: $20,710Net Income 2020: $13,0912020Revenue 2021: $33,989Expenses 2021: $2,966Net Income 2021: $31,0232021Revenue 2022: $82,555Expenses 2022: $18,292Net Income 2022: $64,2632022Revenue 2023: $20,346Expenses 2023: $13,673Net Income 2023: $6,6732023Revenue 2024: $19,150Expenses 2024: $2,666Net Income 2024: $16,4842024Revenue 2025: $34,138Expenses 2025: $32,861Net Income 2025: $1,2772025

Highlighted filing

2014

Revenue$31,788
Expenses$2,152
Net Income$29,636
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 11, 2014
Return Version
2013v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Scott L Leonard CPATrustee-$0--
R Dale Newberry CPATrustee-$0--
Carter T SchildknechtTrustee-$0--
Filing and Contact Details

Filer

EIN
75-2856276
Phone
8068725426

Signing Officer

Name
Scott L Leonard
Title
Trustee
Signed
2014-11-11
Discuss with paid preparer
Yes

Preparer

Preparer
Scott L Leonard
Phone
8068725426
Raw XML Appendix264 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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt216945
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3116739
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0JANUS ENTERPRISE FD
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3JANUS SMART MODERATE PORTFOLIO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4JANUS SMART CONSERVATIVE PORTFOLIO
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0629
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0629
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0635
IRS990PF/FMVAssetsEOYAmt0600882
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0435706
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt040298
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0524792
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt08476
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt027831
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0556614
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0565090
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Scott L Leonard CPA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1R Dale Newberry CPA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Carter T Schildknecht
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine12PO Box 1267
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0Scott L Leonard
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/State0TX
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCode079331
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0Primary consideration is given to projects benefitting the residents of Dawson County, Texas
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01875
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Public recreation program
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0GOVT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Texas PWCity of Lamesa
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0Lamesa
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0TX
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt01875
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt027202
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt04140
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt04140
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt04140
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01875
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt04140
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt021187
TaxesSchedule/TaxesDetail/Amt0277
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Scott L Leonard
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine10The Wilton Foundation
ReturnHeader/Filer/BusinessNameControlTxt0WILT
ReturnHeader/Filer/EIN0752856276
ReturnHeader/Filer/PhoneNum08068725426
ReturnHeader/Filer/USAddress/AddressLine10PO Box 790
ReturnHeader/Filer/USAddress/City0Lamesa
ReturnHeader/Filer/USAddress/State0TX
ReturnHeader/Filer/USAddress/ZIPCode079331
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Newberry Leonard Horton & Bairrington
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10PO Box 790
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Lamesa
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode079331
ReturnHeader/PreparerPersonGrp/PhoneNum08068725426
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Scott L Leonard
ReturnHeader/ReturnTs02014-11-13T07:01:50-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$6.37$0.00$6.37$0.34$0.33$0.01
2024Detailed filing. Detailed filing data is available for this year.$6.36$0.00$6.36$0.19$0.03$0.16
2023Detailed filing. Detailed filing data is available for this year.$6.19$0.00$6.19$0.20$0.14$0.07
2022Detailed filing. Detailed filing data is available for this year.$6.13$0.00$6.13$0.83$0.18$0.64
2021Detailed filing. Detailed filing data is available for this year.$5.49$0.00$5.49$0.34$0.03$0.31
2020Detailed filing. Detailed filing data is available for this year.$5.18$0.00$5.18$0.34$0.21$0.13
2019Detailed filing. Detailed filing data is available for this year.$5.04$0.00$5.04$0.24$0.24$0.00
2018Detailed filing. Detailed filing data is available for this year.$5.04$0.00$5.04$4.90$4.44$0.46
2017Detailed filing. Detailed filing data is available for this year.$4.58$0.00$4.58$0.09$0.12$0.04
2016Detailed filing. Detailed filing data is available for this year.$4.61$0.00$4.61$0.35$0.04$0.31
2015Detailed filing. Detailed filing data is available for this year.$4.31$0.00$4.31$0.29$0.64$0.35
2014Detailed filing. Detailed filing data is available for this year.$4.65$0.00$4.65$0.32$0.02$0.30
2013Detailed filing. Detailed filing data is available for this year.$4.36$0.00$4.36$0.02
2012Detailed filing. Detailed filing data is available for this year.$4.17$0.07$4.10$0.16
2011Detailed filing. Detailed filing data is available for this year.$4.12$0.00$4.12$0.18