Civic Intelligence

Warren Lindquist Tuw - Funding Trust

990PF • Fiscal year 2020 • EIN 26-6166852

Jan 01, 2020 to Dec 31, 2020 • Filed on Jul 06, 2021

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

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

6th percentile

-130%

Higher net margin than 6% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

47th percentile

$6,396

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 17.4% of source-year revenue.

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

22nd percentile

-3.3%

Faster asset growth than 22% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

7th percentile

-63%

Faster revenue growth than 7% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$1,377,534

Down $47,718 (-3.3%) from 2019

Net Assets

Down

$1,377,534

Down $47,718 (-3.3%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin6th percentile

Revenue

Down

$36,830

Down $61,686 (-63%) from 2019

Expenses

Down

$84,548

Down $20,915 (-20%) from 2019

Net Income

Down

-$47,718

Down $40,771 (-587%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth22nd 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

2020

Assets$1,377,534
Liabilities$0
Net Assets$1,377,534
Open 2020 Filing

Operations Trend

Revenue Growth7th 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

2020

Revenue$36,830
Expenses$84,548
Net Income-$47,718
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jul 6, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WEALTH ADVISORS TRUST COTrustee-$6,396-$6,396
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
2021-07-06
Discuss with paid preparer
Yes

Preparer

Firm
Stulken Petersen Lingle Walti & Jones LLP
Address
PO Box 578, Pierre, SD 57501
Preparer
James D Walti
Phone
6052245828
Raw XML Appendix254 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/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0TD AMERITRADE
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IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
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IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt050121
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt06369
TaxesSchedule/TaxesDetail/Amt0338
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0338
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Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,377,534
Liabilities
$0
Net assets
$1,377,534
Revenue
$36,830
Expenses
$84,548
Net income
-$47,718
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