Civic Intelligence

S W Wilcox Trust

990PF • Fiscal year 2021 • EIN 99-6002547

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 03, 2022

Organization Profile
PO Box 3170 Dept 715Honolulu, HI 96802-3170

(808) 694-4122

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

71st percentile

31%

Higher net margin than 71% of similar nonprofits.

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

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

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

Asset Growth

40th percentile

3.5%

Faster asset growth than 40% of similar nonprofits.

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

Revenue Growth

64th percentile

33%

Faster revenue growth than 64% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$4,316,544

Up $145,762 (+3.5%) from 2020

Net Assets

Up

$4,316,544

Up $145,762 (+3.5%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin71st percentile

Revenue

Up

$472,331

Up $116,901 (+33%) from 2020

Expenses

Down

$326,569

Down $11,882 (-3.5%) from 2020

Net Income

Up

$145,762

Up $128,783 (+758%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $4,317,638Liabilities 2011: $02011Assets 2012: $4,379,482Liabilities 2012: $02012Assets 2013: $4,269,293Liabilities 2013: $02013Assets 2014: $4,554,953Liabilities 2014: $02014Assets 2015: $4,479,418Liabilities 2015: $02015Assets 2019: $4,153,803Liabilities 2019: $02019Assets 2020: $4,170,782Liabilities 2020: $0Net Assets 2020: $4,170,7822020Assets 2021: $4,316,544Liabilities 2021: $0Net Assets 2021: $4,316,5442021Assets 2022: $4,098,898Liabilities 2022: $0Net Assets 2022: $4,098,8982022Assets 2023: $4,034,342Liabilities 2023: $0Net Assets 2023: $4,034,3422023Assets 2024: $4,338,749Liabilities 2024: $0Net Assets 2024: $4,338,7492024

Highlighted filing

2021

Assets$4,316,544
Liabilities$0
Net Assets$4,316,544
Open 2021 Filing

Operations Trend

Revenue Growth64th percentile

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

$1.0M$500K$0-$500KRevenue 2011: $391,828Expenses 2011: $317,819Net Income 2011: $74,0092011Revenue 2012: $306,773Expenses 2012: $244,929Net Income 2012: $61,8442012Revenue 2013: $169,893Expenses 2013: $280,082Net Income 2013: -$110,1892013Revenue 2014: $551,609Expenses 2014: $265,691Net Income 2014: $285,9182014Revenue 2015: $214,656Expenses 2015: $289,990Net Income 2015: -$75,3342015Revenue 2019: $269,539Expenses 2019: $280,696Net Income 2019: -$11,1572019Revenue 2020: $355,430Expenses 2020: $338,451Net Income 2020: $16,9792020Revenue 2021: $472,331Expenses 2021: $326,569Net Income 2021: $145,7622021Revenue 2022: $136,514Expenses 2022: $354,160Net Income 2022: -$217,6462022Revenue 2023: $241,357Expenses 2023: $305,920Net Income 2023: -$64,5632023Revenue 2024: $609,584Expenses 2024: $305,174Net Income 2024: $304,4102024

Highlighted filing

2021

Revenue$472,331
Expenses$326,569
Net Income$145,762
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 3, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID C CARSWELLTrustee-$0--
WILLIAM D PRATTTrustee-$0--
HOBEY W BECKTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Sw Wilcox Trust
EIN
99-6002547
Phone
8086944122
Address
PO BOX 3170 DEPT 715, HONOLULU, HI 96802-3170

Signing Officer

Name
William Pratt
Title
Co-trustee
Phone
8086944122
Signed
2022-11-03
Discuss with paid preparer
Yes

Preparer

Firm
Bank of Hawaii
Address
PO BOX 3170 DEPT 715, HONOLULU, HI 96802-3170
Preparer
June Higaki
Phone
8886433888
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Document Assets

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Filings

Displayed year

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

Open filing
Assets
$4,316,544
Liabilities
$0
Net assets
$4,316,544
Revenue
$472,331
Expenses
$326,569
Net income
$145,762
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.34$0.00$4.34$0.61$0.31$0.30
2023Detailed filing. Detailed filing data is available for this year.$4.03$0.00$4.03$0.24$0.31$0.06
2022Detailed filing. Detailed filing data is available for this year.$4.10$0.00$4.10$0.14$0.35$0.22
2021Detailed filing. Detailed filing data is available for this year.$4.32$0.00$4.32$0.47$0.33$0.15
2020Detailed filing. Detailed filing data is available for this year.$4.17$0.00$4.17$0.36$0.34$0.02
2019Summary only. Only limited summary data is available for this year.$4.15$0.00$0.27$0.28$0.01
2015Summary only. Only limited summary data is available for this year.$4.48$0.00$0.21$0.29$0.08
2014Summary only. Only limited summary data is available for this year.$4.55$0.00$0.55$0.27$0.29
2013Summary only. Only limited summary data is available for this year.$4.27$0.00$0.17$0.28$0.11
2012Summary only. Only limited summary data is available for this year.$4.38$0.00$0.31$0.24$0.06
2011Summary only. Only limited summary data is available for this year.$4.32$0.00$0.39$0.32$0.07