Civic Intelligence

Wendell Petersen Charitable Tr 09032019

990PF • Fiscal year 2024 • EIN 35-7251651

Jan 01, 2024 to Dec 31, 2024 • Filed on Apr 12, 2025

Organization Profile
950 Hwy 95 NBayport, MN 55003

(651) 351-3762

Siviq Scores

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

Liabilities / Assets

43rd percentile

0.00x

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

2024 filings • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

43rd percentile

0.00x

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

2024 filings • $500k-$1M nonprofits • Source year 2024

Net Margin

39th percentile

-0.7%

Higher net margin than 39% of similar nonprofits.

2024 filings • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2024 filings • $500k-$1M nonprofits • Source year 2024

Asset Growth

40th percentile

-0.0%

Faster asset growth than 40% of similar nonprofits.

2024 filings • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

92nd percentile

164%

Faster revenue growth than 92% of similar nonprofits.

2024 filings • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Down

$964,702

Down $323 (-0.0%) from 2023

Net Assets

Down

$964,702

Down $323 (-0.0%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue43rd percentileNet Margin39th percentile

Revenue

Up

$48,018

Up $29,858 (+164%) from 2023

Expenses

Down

$48,341

Down $14,885 (-24%) from 2023

Net Income

Up

-$323

Up $44,743 (+99%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

$1.5M$1.0M$500K$0Assets 2019: $509,770Liabilities 2019: $0Net Assets 2019: $509,7702019Assets 2020: $995,411Liabilities 2020: $0Net Assets 2020: $995,4112020Assets 2021: $1,059,440Liabilities 2021: $0Net Assets 2021: $1,059,4402021Assets 2022: $1,010,091Liabilities 2022: $0Net Assets 2022: $1,010,0912022Assets 2023: $965,025Liabilities 2023: $0Net Assets 2023: $965,0252023Assets 2024: $964,702Liabilities 2024: $0Net Assets 2024: $964,7022024

Highlighted filing

2024

Assets$964,702
Liabilities$0
Net Assets$964,702
Open 2024 Filing

Operations Trend

Revenue Growth92nd percentile

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

$600K$400K$200K$0-$200KRevenue 2019: $510,370Expenses 2019: $600Net Income 2019: $509,7702019Revenue 2020: $522,173Expenses 2020: $36,532Net Income 2020: $485,6412020Revenue 2021: $93,936Expenses 2021: $29,907Net Income 2021: $64,0292021Revenue 2022: $40,737Expenses 2022: $90,086Net Income 2022: -$49,3492022Revenue 2023: $18,160Expenses 2023: $63,226Net Income 2023: -$45,0662023Revenue 2024: $48,018Expenses 2024: $48,341Net Income 2024: -$3232024

Highlighted filing

2024

Revenue$48,018
Expenses$48,341
Net Income-$323
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 12, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FIRST STATE BANK AND TRUST FIRST STTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Wendell Petersen Charitable Tr
EIN
35-7251651
Phone
6513513762
Address
950 HWY 95 N, BAYPORT, MN 55003

Signing Officer

Name
Pamela a Baker
Title
Vice President - Trust
Phone
6513513762
Signed
2025-04-12
Discuss with paid preparer
Yes

Preparer

Firm
First State Bank and Trust
Address
950 HIGHWAY 95 N, BAYPORT, MN 55003-1014
Preparer
Kathleen M Elbert
Phone
6513513760
Raw XML Appendix257 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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AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
AppliedToPriorYearElection/ElectionDesc0UNDISTRIBUTED INCOME IN 2020 WAS $15,269. EFORM 4720 WAS FILED AND TAX IN THE AMOUNT OF $4,581 WAS PAID.FORM 843 CLAIM FOR REFUND WAS ALSO FILED.
CompensationExplanation/CompensationExplanationGrp/BusinessName/BusinessNameLine1Txt0FIRST STATE BANK AND TRUST
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0WENDELL PETERSEN CHARITABLE TRUST DATED 09/03/2019 IS ON THE STANDARD TRUST SERVICE SCHEDULE FOR TRUSTS ADMINSTERED BY FIRST STATE BANK AND TRUST.
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/Amt0570
TaxesSchedule/TaxesDetail/CategoryTxt0ESTIMATED TAX PMT
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PAMELA A BAKER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT - TRUST
ReturnHeader/BusinessOfficerGrp/PhoneNum06513513762
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WENDELL PETERSEN CHARITABLE TR
ReturnHeader/Filer/BusinessNameControlTxt0WEND
ReturnHeader/Filer/EIN0357251651
ReturnHeader/Filer/PhoneNum06513513762
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ReturnHeader/Filer/USAddress/CityNm0BAYPORT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055003
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410257270
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FIRST STATE BANK AND TRUST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0950 HIGHWAY 95 N
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BAYPORT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0550031014
ReturnHeader/PreparerPersonGrp/PhoneNum06513513760
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KATHLEEN M ELBERT
ReturnHeader/ReturnTs02025-04-12T15:04:23-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

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Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$964,702
Liabilities
$0
Net assets
$964,702
Revenue
$48,018
Expenses
$48,341
Net income
-$323
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.05$0.05$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.02$0.06$0.05
2022Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.04$0.09$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.09$0.03$0.06
2020Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.52$0.04$0.49
2019Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$0.51$0.00$0.51