Civic Intelligence

Ann Wilson Charitable Foundation

990PF • Fiscal year 2023 • EIN 87-6872984

Jan 01, 2023 to Dec 31, 2023 • Filed on May 14, 2024

Organization Profile
PO Box 948Owensboro, KY 42302

(270) 686-1776

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

32nd percentile

-8.4%

Higher net margin than 32% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

72nd percentile

14%

Faster asset growth than 72% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

3rd percentile

-98%

Faster revenue growth than 3% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$247,724

Up $31,286 (+14%) from 2022

Net Assets

Up

$247,724

Up $31,286 (+14%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin32nd percentile

Revenue

Down

$4,270

Down $216,352 (-98%) from 2022

Expenses

Up

$4,630

Up $4,072 (+730%) from 2022

Net Income

Down

-$360

Down $220,424 (-100%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth72nd percentile

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

$300K$200K$100K$0Assets 2022: $216,438Liabilities 2022: $0Net Assets 2022: $216,4382022Assets 2023: $247,724Liabilities 2023: $0Net Assets 2023: $247,7242023Assets 2024: $269,674Liabilities 2024: $0Net Assets 2024: $269,6742024

Highlighted filing

2023

Assets$247,724
Liabilities$0
Net Assets$247,724
Open 2023 Filing

Operations Trend

Revenue Growth3rd percentile

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

$300K$200K$100K$0-$100KRevenue 2022: $220,622Expenses 2022: $558Net Income 2022: $220,0642022Revenue 2023: $4,270Expenses 2023: $4,630Net Income 2023: -$3602023Revenue 2024: $2,547Expenses 2024: $17,187Net Income 2024: -$14,6402024

Highlighted filing

2023

Revenue$4,270
Expenses$4,630
Net Income-$360
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 14, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT GRIMSLEYTrustee-$0--
NANCY GRIMSLEYTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Ann Wilson Charitable Foundation
EIN
87-6872984
Phone
2706861776
Address
PO BOX 948, OWENSBORO, KY 42302

Signing Officer

Name
Robert Grimsley
Title
Trustee
Phone
2706861776
Signed
2024-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Riney Hancock Cpas Psc
Address
2900 VEACH ROAD SUITE 2, OWENSBORO, KY 42303
Preparer
Scott L Clay CPA
Phone
2709264540
Raw XML Appendix299 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/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt011330
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt03564
OtherIncreasesSchedule/OtherIncreasesDetail/Amt031646
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAINS ON INVESTMENTS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02278
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INDEPENDENCE BANK, INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02278
TaxesSchedule/TaxesDetail/Amt044
TaxesSchedule/TaxesDetail/Amt118
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt044
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT GRIMSLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02706861776
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ANN WILSON CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ANNW
ReturnHeader/Filer/EIN0876872984
ReturnHeader/Filer/PhoneNum02706861776
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 948
ReturnHeader/Filer/USAddress/CityNm0OWENSBORO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd042302
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0610920132
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RINEY HANCOCK CPAS PSC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02900 VEACH ROAD SUITE 2
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OWENSBORO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd042303
ReturnHeader/PreparerPersonGrp/PhoneNum02709264540
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SCOTT L CLAY CPA
ReturnHeader/ReturnTs02024-05-14T15:34:36-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROBERT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GRIMSLEY
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$247,724
Liabilities
$0
Net assets
$247,724
Revenue
$4,270
Expenses
$4,630
Net income
-$360
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.70$0.00$2.70$0.03$0.17$0.15
2023Detailed filing. Detailed filing data is available for this year.$2.48$0.00$2.48$0.04$0.05$0.00
2022Detailed filing. Detailed filing data is available for this year.$2.16$0.00$2.16$2.21$0.01$2.20