Civic Intelligence

Wetherill Trust

990PF • Fiscal year 2019 • EIN 35-6416938

Jan 01, 2019 to Dec 31, 2019 • Filed on May 07, 2020

Organization Profile
200 East Jackson StreetMuncie, IN 47305

(765) 747-1500

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

15th percentile

-31%

Higher net margin than 15% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

79th percentile

$2,264

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 13.5% of source-year revenue.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

41st percentile

-2.0%

Faster asset growth than 41% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

14th percentile

-37%

Faster revenue growth than 14% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$253,633

Down $5,211 (-2.0%) from 2018

Net Assets

Down

$253,633

Down $5,211 (-2.0%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin15th percentile

Revenue

Down

$16,796

Down $9,903 (-37%) from 2018

Expenses

Down

$22,007

Down $450 (-2.0%) from 2018

Net Income

Down

-$5,211

Down $9,453 (-223%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$300K$200K$100K$0Assets 2018: $258,844Liabilities 2018: $0Net Assets 2018: $258,8442018Assets 2019: $253,633Liabilities 2019: $0Net Assets 2019: $253,6332019Assets 2020: $238,223Liabilities 2020: $0Net Assets 2020: $238,2232020Assets 2021: $251,891Liabilities 2021: $0Net Assets 2021: $251,8912021Assets 2022: $246,178Liabilities 2022: $0Net Assets 2022: $246,1782022Assets 2023: $253,318Liabilities 2023: $0Net Assets 2023: $253,3182023Assets 2024: $254,379Liabilities 2024: $0Net Assets 2024: $254,3792024

Highlighted filing

2019

Assets$253,633
Liabilities$0
Net Assets$253,633
Open 2019 Filing

Operations Trend

Revenue Growth14th percentile

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

$40K$20K$0-$20KRevenue 2018: $26,699Expenses 2018: $22,457Net Income 2018: $4,2422018Revenue 2019: $16,796Expenses 2019: $22,007Net Income 2019: -$5,2112019Revenue 2020: $6,712Expenses 2020: $22,122Net Income 2020: -$15,4102020Revenue 2021: $36,072Expenses 2021: $22,404Net Income 2021: $13,6682021Revenue 2022: $21,147Expenses 2022: $26,860Net Income 2022: -$5,7132022Revenue 2023: $33,308Expenses 2023: $26,160Net Income 2023: $7,1482023Revenue 2024: $26,915Expenses 2024: $25,854Net Income 2024: $1,0612024

Highlighted filing

2019

Revenue$16,796
Expenses$22,007
Net Income-$5,211
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 7, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FIRST MERCHANTS PRIVATE WLTH ADVISOTrustee-$2,264-$2,264
Filing and Contact Details

Filer

Filer Name
Wetherill Trust
EIN
35-6416938
Phone
7657471500
Address
200 EAST JACKSON STREET, MUNCIE, IN 47305

Signing Officer

Name
Summer L Gibson
Title
Trust Officer
Phone
7657471500
Signed
2020-05-07
Discuss with paid preparer
Yes

Preparer

Firm
Ksm Business Services Inc
Address
PO BOX 40857, INDIANAPOLIS, IN 46240-0857
Preparer
Casse Tate
Phone
3175802000
Raw XML Appendix310 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/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt016673
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt016673
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt02231
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01746
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt05909
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01932
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt02231
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01746
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt018605
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01932
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt05909
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt03977
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
TaxesSchedule/TaxesDetail/Amt043
TaxesSchedule/TaxesDetail/Amt1400
TaxesSchedule/TaxesDetail/Amt2180
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES WITHHELD
TaxesSchedule/TaxesDetail/CategoryTxt1PRIOR YEAR FEDERAL FIDUCIARY TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt2PRIOR YEAR STATE FIDUCIARY TAXES PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt043
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt20
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SUMMER L GIBSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum07657471500
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WETHERILL TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0009325
ReturnHeader/Filer/BusinessNameControlTxt0WETH
ReturnHeader/Filer/EIN0356416938
ReturnHeader/Filer/PhoneNum07657471500
ReturnHeader/Filer/USAddress/AddressLine1Txt0200 EAST JACKSON STREET
ReturnHeader/Filer/USAddress/CityNm0MUNCIE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd047305
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0352123203
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KSM BUSINESS SERVICES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 40857
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0INDIANAPOLIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0462400857
ReturnHeader/PreparerPersonGrp/PhoneNum03175802000
ReturnHeader/PreparerPersonGrp/PreparationDt02020-05-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CASSE TATE
ReturnHeader/ReturnTs02020-06-01T11:14:27-05:00
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
$253,633
Liabilities
$0
Net assets
$253,633
Revenue
$16,796
Expenses
$22,007
Net income
-$5,211
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.54$0.00$2.54$0.27$0.26$0.01
2023Detailed filing. Detailed filing data is available for this year.$2.53$0.00$2.53$0.33$0.26$0.07
2022Detailed filing. Detailed filing data is available for this year.$2.46$0.00$2.46$0.21$0.27$0.06
2021Detailed filing. Detailed filing data is available for this year.$2.52$0.00$2.52$0.36$0.22$0.14
2020Detailed filing. Detailed filing data is available for this year.$2.38$0.00$2.38$0.07$0.22$0.15
2019Detailed filing. Detailed filing data is available for this year.$2.54$0.00$2.54$0.17$0.22$0.05
2018Detailed filing. Detailed filing data is available for this year.$2.59$0.00$2.59$0.27$0.22$0.04