Civic Intelligence

Warren Lindquist Tuw - Funding Trust

990PF • Fiscal year 2017 • EIN 26-6166852

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 02, 2018

Organization Profile
2650 Jackson BlvdRapid City, SD 57702

(605) 716-8509

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

22nd percentile

-11%

Higher net margin than 22% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

45th percentile

$7,458

Higher top officer pay than 45% of similar nonprofits.

Top officer pay equals 8.2% of source-year revenue.

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

48th percentile

1.9%

Faster asset growth than 48% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2015 to 2017

Revenue Growth

83rd percentile

46%

Faster revenue growth than 83% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2015 to 2017

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$1,441,105

Up $54,360 (+3.9%) from 2015

Net Assets

Up

$1,441,105

Up $54,360 (+3.9%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin22nd percentile

Revenue

Up

$90,766

Up $47,948 (+112%) from 2015

Expenses

Up

$100,998

Up $11,779 (+13%) from 2015

Net Income

Up

-$10,232

Up $36,169 (+78%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

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

2017

Assets$1,441,105
Liabilities$0
Net Assets$1,441,105
Open 2017 Filing

Operations Trend

Revenue Growth83rd percentile

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

2017

Revenue$90,766
Expenses$100,998
Net Income-$10,232
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 2, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay45th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WEALTH ADVISORS TRUST COTrustee-$7,458-$7,458
Filing and Contact Details

Filer

Filer Name
Warren Lindquist Tuw - Funding Trust
EIN
26-6166852
Phone
6057168509
Address
2650 JACKSON BLVD, RAPID CITY, SD 57702

Signing Officer

Name
Alan Harper
Title
Trustee
Signed
2018-04-02
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 Appendix267 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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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt083555
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01384
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt04
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt022144
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt076903
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt083555
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt099047
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt061411
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt076903
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt014179
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt012761
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01418
TaxesSchedule/TaxesDetail/Amt0533
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0533
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ALAN HARPER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WARREN LINDQUIST TUW - FUNDING TRUST
ReturnHeader/Filer/BusinessNameControlTxt0WARR
ReturnHeader/Filer/EIN0266166852
ReturnHeader/Filer/PhoneNum06057168509
ReturnHeader/Filer/USAddress/AddressLine1Txt02650 JACKSON BLVD
ReturnHeader/Filer/USAddress/CityNm0RAPID CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0SD
ReturnHeader/Filer/USAddress/ZIPCd057702
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0460445954
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/ReturnTs02018-04-02T11:52:30-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,441,105
Liabilities
$0
Net assets
$1,441,105
Revenue
$90,766
Expenses
$100,998
Net income
-$10,232
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