Civic Intelligence

Wetherill Trust

990PF • Fiscal year 2022 • EIN 35-6416938

Jan 01, 2022 to Dec 31, 2022 • Filed on May 03, 2023

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.

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Net Margin

19th percentile

-27%

Higher net margin than 19% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Top Officer Pay

82nd percentile

$4,210

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 19.9% of source-year revenue.

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

44th percentile

-2.3%

Faster asset growth than 44% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

16th percentile

-41%

Faster revenue growth than 16% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$246,178

Down $5,713 (-2.3%) from 2021

Net Assets

Down

$246,178

Down $5,713 (-2.3%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin19th percentile

Revenue

Down

$21,147

Down $14,925 (-41%) from 2021

Expenses

Up

$26,860

Up $4,456 (+20%) from 2021

Net Income

Down

-$5,713

Down $19,381 (-142%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth44th 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

2022

Assets$246,178
Liabilities$0
Net Assets$246,178
Open 2022 Filing

Operations Trend

Revenue Growth16th 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

2022

Revenue$21,147
Expenses$26,860
Net Income-$5,713
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 3, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FIRST MERCHANTS PRIVATE WLTH ADVISOTrustee-$4,210-$4,210
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
Amy Jones
Title
Fiduciary Tax Manager
Phone
7622650142
Signed
2023-05-03
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 Appendix299 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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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt080213
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt067786
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt126138
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt22934
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt314506
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1MID CAP EQUITY FUNDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2SMALL CAP EQUITY FUNDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3INTERNATIONAL EQUITY FUNDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4REAL ESTATE (REIT) FUNDS
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IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-5713
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt05797
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt01266
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt07554
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
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IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0251891
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0246178
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt017507
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt017507
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt017507
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt017783
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0276
IRS990PF/DistributableAmountGrp/TotalTaxAmt0276
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
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IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0361067
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0FIRST MERCHANTS PRIVATE WLTH ADVISO
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IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01
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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt017507
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt017507
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt02167
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt02355
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01932
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt02231
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01746
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt01746
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt016281
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt07596
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt02167
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt02355
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01932
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt02231
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt025103
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt07596
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt018027
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt010431
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
TaxesSchedule/TaxesDetail/Amt03
TaxesSchedule/TaxesDetail/Amt1491
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES WITHHELD
TaxesSchedule/TaxesDetail/CategoryTxt1PRIOR YEAR FEDERAL EXCISE TAXES PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt03
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0AMY JONES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FIDUCIARY TAX MANAGER
ReturnHeader/BusinessOfficerGrp/PhoneNum07622650142
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-03
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/IRSResponsiblePrtyInfoCurrInd00
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/PreparationDt02023-05-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CASSE TATE
ReturnHeader/ReturnTs02023-05-12T10:08:04-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0AMY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0JONES
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$246,178
Liabilities
$0
Net assets
$246,178
Revenue
$21,147
Expenses
$26,860
Net income
-$5,713
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