Civic Intelligence

S W Wilcox Trust

990PF • Fiscal year 2023 • EIN 99-6002547

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 15, 2024

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.

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

19th percentile

-27%

Higher net margin than 19% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

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.

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

34th percentile

-1.6%

Faster asset growth than 34% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

87th percentile

77%

Faster revenue growth than 87% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$4,034,342

Down $64,556 (-1.6%) from 2022

Net Assets

Down

$4,034,342

Down $64,556 (-1.6%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin19th percentile

Revenue

Up

$241,357

Up $104,843 (+77%) from 2022

Expenses

Down

$305,920

Down $48,240 (-14%) from 2022

Net Income

Up

-$64,563

Up $153,083 (+70%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth34th 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

2023

Assets$4,034,342
Liabilities$0
Net Assets$4,034,342
Open 2023 Filing

Operations Trend

Revenue Growth87th 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

2023

Revenue$241,357
Expenses$305,920
Net Income-$64,563
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 15, 2024
Return Version
2023v5.1
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 D Pratt
Title
Trustee
Phone
8086944122
Signed
2024-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Kmh Llp
Address
1003 BISHOP STREET SUITE 2400, HONOLULU, HI 96813
Preparer
Deanna C Awa
Phone
8085262255
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Filings

Displayed year

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

Open filing
Assets
$4,034,342
Liabilities
$0
Net assets
$4,034,342
Revenue
$241,357
Expenses
$305,920
Net income
-$64,563
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
Peer Organizations

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