Civic Intelligence

Warren Lindquist Tuw - Funding Trust

990PF • Fiscal year 2019 • EIN 26-6166852

Jan 01, 2019 to Dec 31, 2019 • Filed on Jun 18, 2020

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

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

28th percentile

-7.1%

Higher net margin than 28% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

46th percentile

$6,768

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 6.9% of source-year revenue.

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

38th percentile

-0.5%

Faster asset growth than 38% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

80th percentile

29%

Faster revenue growth than 80% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

Down

$1,425,252

Down $6,947 (-0.5%) from 2018

Net Assets

Down

$1,425,252

Down $6,947 (-0.5%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin28th percentile

Revenue

Up

$98,516

Up $22,214 (+29%) from 2018

Expenses

Up

$105,463

Up $20,255 (+24%) from 2018

Net Income

Up

-$6,947

Up $1,959 (+22%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth38th 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

2019

Assets$1,425,252
Liabilities$0
Net Assets$1,425,252
Open 2019 Filing

Operations Trend

Revenue Growth80th 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

2019

Revenue$98,516
Expenses$105,463
Net Income-$6,947
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jun 18, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WEALTH ADVISORS TRUST COTrustee-$6,768-$6,768
Filing and Contact Details

Filer

Filer Name
Warren Lindquist Tr Uw
EIN
26-6166852
Phone
6057168509
Address
2650 JACKSON BLVD, RAPID CITY, SD 57702

Signing Officer

Name
Alan Harper
Title
Trustee
Signed
2020-06-18
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 Appendix272 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd006437
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt083555
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt035467
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt058731
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt078549
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt094198
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt043082
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt058731
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt013458
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt06729
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt06729
TaxesSchedule/TaxesDetail/Amt0622
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0622
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ALAN HARPER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-06-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WARREN LINDQUIST TR UW
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/ReturnTs02020-06-18T15:05:37-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,425,252
Liabilities
$0
Net assets
$1,425,252
Revenue
$98,516
Expenses
$105,463
Net income
-$6,947
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