Civic Intelligence

Warren Lindquist Tuw - Funding Trust

990PF • Fiscal year 2014 • EIN 26-6166852

Jan 01, 2014 to Dec 31, 2014 • Filed on May 19, 2015

Organization Profile
330 S Poplar AvePierre, SD 57501

(605) 224-4001

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

27th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Net Margin

31st percentile

-3.9%

Higher net margin than 31% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

44th percentile

$6,513

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 7.3% of source-year revenue.

2014 filings • $1M-$5M nonprofits • Source year 2014

Asset Growth

Score unavailable

No value available

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

Source year 2014

Revenue Growth

Score unavailable

No value available

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

Source year 2014

Balance Sheet
Liabilities / Assets28th percentile

Assets

$1,433,146

No earlier filing loaded for comparison.

Net Assets

$1,433,146

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin31st percentile

Revenue

$88,982

No earlier filing loaded for comparison.

Expenses

$92,482

No earlier filing loaded for comparison.

Net Income

-$3,500

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$1.5M$1.0M$500K$0Assets 2014: $1,433,146Liabilities 2014: $0Net Assets 2014: $1,433,1462014Assets 2015: $1,386,745Liabilities 2015: $0Net Assets 2015: $1,386,7452015Assets 2017: $1,441,105Liabilities 2017: $0Net Assets 2017: $1,441,1052017Assets 2018: $1,432,199Liabilities 2018: $0Net Assets 2018: $1,432,1992018Assets 2019: $1,425,252Liabilities 2019: $0Net Assets 2019: $1,425,2522019Assets 2020: $1,377,534Liabilities 2020: $0Net Assets 2020: $1,377,5342020Assets 2021: $1,372,924Liabilities 2021: $0Net Assets 2021: $1,372,9242021Assets 2022: $1,403,628Liabilities 2022: $0Net Assets 2022: $1,403,6282022Assets 2023: $1,380,957Liabilities 2023: $0Net Assets 2023: $1,380,9572023Assets 2024: $1,344,387Liabilities 2024: $0Net Assets 2024: $1,344,3872024

Highlighted filing

2014

Assets$1,433,146
Liabilities$0
Net Assets$1,433,146
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$100K$0-$100K-$200KRevenue 2014: $88,982Expenses 2014: $92,482Net Income 2014: -$3,5002014Revenue 2015: $42,818Expenses 2015: $89,219Net Income 2015: -$46,4012015Revenue 2017: $90,766Expenses 2017: $100,998Net Income 2017: -$10,2322017Revenue 2018: $76,302Expenses 2018: $85,208Net Income 2018: -$8,9062018Revenue 2019: $98,516Expenses 2019: $105,463Net Income 2019: -$6,9472019Revenue 2020: $36,830Expenses 2020: $84,548Net Income 2020: -$47,7182020Revenue 2021: $65,811Expenses 2021: $89,168Net Income 2021: -$23,3572021Revenue 2022: -$43,181Expenses 2022: $96,698Net Income 2022: -$139,8792022Revenue 2023: $85,382Expenses 2023: $107,657Net Income 2023: -$22,2752023Revenue 2024: $53,120Expenses 2024: $86,541Net Income 2024: -$33,4212024

Highlighted filing

2014

Revenue$88,982
Expenses$92,482
Net Income-$3,500
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 19, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WEALTH ADVISORS TRUST COTrusteeFT$6,513-$6,513
Filing and Contact Details

Filer

Filer Name
Warren Lindquist Tuw - Funding Trust
EIN
26-6166852
Phone
6052244001
Address
330 S POPLAR AVE, PIERRE, SD 57501

Signing Officer

Name
Todd Bernhard
Title
Trustee
Signed
2015-05-19
Discuss with paid preparer
Yes

Preparer

Firm
Stulken Petersen Lingle Walti & Jones LLP
Address
PO Box 578, Pierre, SD 57501-0578
Preparer
James D Walti
Phone
6052245828
Raw XML Appendix230 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/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0831
IRS990PF/FMVAssetsEOYAmt01671938
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IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt083524
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
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IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0WEALTH ADVISORS TRUST CO
IRS990PF/StatementsRegardingActyGrp/PhoneNum06052244001
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt079191
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0QUALIFIED BOARD OF EDUCATION SCHOLA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt03270
TaxesSchedule/TaxesDetail/Amt0238
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0119
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0119
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TODD BERNHARD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WARREN LINDQUIST TUW - FUNDING TRUST
ReturnHeader/Filer/BusinessNameControlTxt0WARR
ReturnHeader/Filer/EIN0266166852
ReturnHeader/Filer/PhoneNum06052244001
ReturnHeader/Filer/USAddress/AddressLine1Txt0330 S POPLAR AVE
ReturnHeader/Filer/USAddress/CityNm0PIERRE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0SD
ReturnHeader/Filer/USAddress/ZIPCd057501
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Stulken Petersen Lingle Walti & Jones LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 578
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Pierre
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0SD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0575010578
ReturnHeader/PreparerPersonGrp/PhoneNum06052245828
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES D WALTI
ReturnHeader/ReturnTs02015-05-19T05:58:50-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,433,146
Liabilities
$0
Net assets
$1,433,146
Revenue
$88,982
Expenses
$92,482
Net income
-$3,500
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.05$0.09$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.09$0.11$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.04$0.10$0.14
2021Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.07$0.09$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.04$0.08$0.05
2019Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.10$0.11$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.08$0.09$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.09$0.10$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.04$0.09$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.09$0.09$0.00