Walter F Schmidt Trust UW 520

990PF • Fiscal year 2023 • EIN 37-6311892

Jul 01, 2022 to Jun 30, 2023 • Filed on Aug 07, 2023

Organization Profile

PO Box 540Terre Haute, IN 47808-0540

(812) 238-6257

Siviq Scores

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

0.00x

Higher debt load relative to assets than 31% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

0.00x

Higher debt load relative to revenue than 31% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

-96%

Higher net margin than 8% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

$12,870

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 29.2% of source-year revenue.

2023 filings • $1M-$5M nonprofits • Source year 2023

-3.4%

Faster asset growth than 26% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

-64%

Faster revenue growth than 6% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet

Liabilities / Assets31st percentile

Assets

Down

$1,213,473

Down $42,102 (-3.4%) from 2022

Net Assets

Down

$1,213,473

Down $42,102 (-3.4%) from 2022

Liabilities

Flat

Flat from 2022

Revenue And Expenses

Liabilities / Revenue31st percentile Net Margin8th percentile

Revenue

Down

$44,012

Down $76,719 (-64%) from 2022

Expenses

Down

$86,114

Down $4,551 (-5.0%) from 2022

Net Income

Down

-$42,102

Down $72,168 (-240%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

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

Highlighted filing

2023

Assets$1,213,473

Liabilities$1

Net Assets$1,213,473

Open 2023 Filing

Operations Trend

Revenue Growth6th percentile

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

Highlighted filing

2023

Revenue$44,012

Expenses$86,114

Net Income-$42,102

Open 2023 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2022 to Jun 30, 2023
Signed: Aug 7, 2023
Return Version: 2022v5.0

Compensation and Service Providers

Top Officer Pay50th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
First Financial Bank NA	Trustee	-	$12,870	-	$12,870

Grants and Assistance

Foundation Grants and Related Investments

Type	Recipient	Purpose	Status	Location	Amount
Paid Grant	Lincoln Trail College	Scholarships	-	Robinson, IL, US	$70,000

Filing and Contact Details

Filer

Filer Name: Walter F Schmidt TUW
EIN: 37-6311892
Phone: 8122386257
Address: PO Box 540, Terre Haute, IN 47808-0540

Signing Officer

Name: First Financial Bank NA
Title: Trustee
Phone: 8122386257
Signed: 2023-08-07
Discuss with paid preparer: Yes

Preparer

Firm: Sackrider & Company Inc
Address: 1925 Wabash Ave, Terre Haute, IN 47807
Preparer: Eleanor M Caldwell CPA
Phone: 8122329492

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IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	0
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	0
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	1
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	0
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	1
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	0
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	0
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	0
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	1
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm	0	First Financial Bank NA
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	0
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt	0	One First Financial Plaza
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	Terre Haute
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	IN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	47807
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	0
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	0
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	0
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	IL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	0
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	8122386257
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	0
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt	0	0
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt	0	0
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	1
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt	0	0
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	0
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt	0	Scholarships to Students of Lincoln Trail College
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt	0	70000
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt	0	0
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt	0	Application forms are provided by First Financial Bank NA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm	0	First Financial Bank NA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum	0	8122386257
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt	0	PO Box 540
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm	0	Terre Haute
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd	0	IN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd	0	478080540
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt	0	Student must be a Crawford County High School graduate and must be enrolled at Lincoln Trail College.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt	0	July 15th
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	70000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	Scholarships
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	Lincoln Trail College
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	11220 IL-1
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	Robinson
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	62454
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt	0	0
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	70000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	59687
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	59687
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	7491
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	5370
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	20735
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	13818
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	13818
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	46080
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	12484
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	7491
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	5370
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	20735
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	72171
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	12484
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	59898
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	47414
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt	0	0
LegalFeesSchedule/LegalFeesGrp/CategoryTxt	0	Attorney Fees
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt	0	406
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt	0	813
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt	0	407
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt	0	52
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	0	Mineral Interests
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	0	52
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt	0	52
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	Filing Fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	15
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	15
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt	0	0
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt	1	0
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt	2	0
TaxesSchedule/TaxesDetail/Amt	0	337
TaxesSchedule/TaxesDetail/Amt	1	59
TaxesSchedule/TaxesDetail/Amt	2	1520
TaxesSchedule/TaxesDetail/CategoryTxt	0	Excise Tax based on Investment Income
TaxesSchedule/TaxesDetail/CategoryTxt	1	Foreign Tax Withheld
TaxesSchedule/TaxesDetail/CategoryTxt	2	Estimated Tax Due
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	0
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	1	0
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	2	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	1	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	2	0
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd	0	AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd	0	IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd	0	2
ReturnHeader/BuildTS	0	2023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	First Financial Bank NA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	8122386257
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2023-08-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	Walter F Schmidt TUW
ReturnHeader/Filer/BusinessNameControlTxt	0	WALT
ReturnHeader/Filer/EIN	0	376311892
ReturnHeader/Filer/PhoneNum	0	8122386257
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	PO Box 540
ReturnHeader/Filer/USAddress/CityNm	0	Terre Haute
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	IN
ReturnHeader/Filer/USAddress/ZIPCd	0	478080540
ReturnHeader/IRSResponsiblePrtyInfoCurrInd	0	0
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	351327464
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	SACKRIDER & COMPANY INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	1925 Wabash Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	Terre Haute
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	47807
ReturnHeader/PreparerPersonGrp/PhoneNum	0	8122329492
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Eleanor M Caldwell CPA
ReturnHeader/ReturnTs	0	2023-08-07T07:37:25-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	First
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	Financial Bank NA
ReturnHeader/TaxPeriodBeginDt	0	2022-07-01
ReturnHeader/TaxPeriodEndDt	0	2023-06-30
ReturnHeader/TaxYr	0	2022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $1,213,473
Liabilities: $1
Net assets: $1,213,473
Revenue: $44,012
Expenses: $86,114
Net income: -$42,102

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025Detailed filing. Detailed filing data is available for this year.	$1.15	$0.00	$1.15	$0.05	$0.09	$0.04
2024Detailed filing. Detailed filing data is available for this year.	$1.19	$0.00	$1.19	$0.06	$0.09	$0.02
2023Detailed filing. Detailed filing data is available for this year.	$1.21	$0.00	$1.21	$0.04	$0.09	$0.04
2022Detailed filing. Detailed filing data is available for this year.	$1.26	$0.00	$1.26	$0.12	$0.09	$0.03
2021Detailed filing. Detailed filing data is available for this year.	$1.23	$0.00	$1.23	$0.10	$0.08	$0.01
2020Summary only. Only limited summary data is available for this year.	$1.21	$0.00		$0.04	$0.08	$0.04
2016Summary only. Only limited summary data is available for this year.	$1.44	$0.00		$0.06	$0.11	$0.05
2015Detailed filing. Detailed filing data is available for this year.	$1.49	$0.00	$1.49	$0.06	$0.08	$0.02
2014Detailed filing. Detailed filing data is available for this year.	$1.51	$0.00	$1.51	$0.05	$0.06	$0.01
2013Detailed filing. Detailed filing data is available for this year.	$1.52	$0.00	$1.52	$0.07	$0.07	$0.00
2012Detailed filing. Detailed filing data is available for this year.	$1.52	$0.00	$1.52		$0.07
2011Detailed filing. Detailed filing data is available for this year.	$1.54	$0.00	$1.54		$0.08
2010Detailed filing. Detailed filing data is available for this year.	$1.56	$0.00	$1.56		$0.08