Civic Intelligence

Wetherill Trust

990PF • Fiscal year 2021 • EIN 35-6416938

Jan 01, 2021 to Dec 31, 2021 • Filed on May 09, 2022

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

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

79th percentile

38%

Higher net margin than 79% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

80th percentile

$2,501

Higher top officer pay than 80% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

54th percentile

5.7%

Faster asset growth than 54% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

96th percentile

437%

Faster revenue growth than 96% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$251,891

Up $13,668 (+5.7%) from 2020

Net Assets

Up

$251,891

Up $13,668 (+5.7%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin79th percentile

Revenue

Up

$36,072

Up $29,360 (+437%) from 2020

Expenses

Up

$22,404

Up $282 (+1.3%) from 2020

Net Income

Up

$13,668

Up $29,078 (+189%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth54th 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

2021

Assets$251,891
Liabilities$0
Net Assets$251,891
Open 2021 Filing

Operations Trend

Revenue Growth96th 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

2021

Revenue$36,072
Expenses$22,404
Net Income$13,668
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 9, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FIRST MERCHANTS PRIVATE WLTH ADVISOTrustee-$2,501-$2,501
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
Kathleen Elliott CPA
Title
Officer-tax Mgr
Phone
7657471500
Signed
2022-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Ksm Business Services Inc
Address
PO BOX 40857, INDIANAPOLIS, IN 46240
Preparer
Casse Tate
Phone
3175802000
Raw XML Appendix297 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt23042
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1MID CAP EQUITY FUNDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2SMALL CAP EQUITY FUNDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3INTERNATIONAL EQUITY FUNDS
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt019394
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt019394
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt019394
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt019885
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
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IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01932
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt02231
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01746
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt010431
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt02167
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt02355
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01932
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt02231
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01746
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt021561
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt02167
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt010431
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt08264
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
TaxesSchedule/TaxesDetail/Amt09
TaxesSchedule/TaxesDetail/Amt184
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES WITHHELD
TaxesSchedule/TaxesDetail/CategoryTxt1PRIOR YEAR FEDERAL FIDUCIARY TAXES PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt09
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHLEEN ELLIOTT CPA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER-TAX MGR
ReturnHeader/BusinessOfficerGrp/PhoneNum07657471500
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-09
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/ZIPCd046240
ReturnHeader/PreparerPersonGrp/PhoneNum03175802000
ReturnHeader/PreparerPersonGrp/PreparationDt02022-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CASSE TATE
ReturnHeader/ReturnTs02022-05-16T11:05:12-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KATHLEEN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ELLIOTT CPA
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$251,891
Liabilities
$0
Net assets
$251,891
Revenue
$36,072
Expenses
$22,404
Net income
$13,668
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