Civic Intelligence

William Morrison Trust

990PF • Fiscal year 2016 • EIN 42-6143759

Jan 01, 2016 to Dec 31, 2016 • Filed on May 05, 2017

505 Second StreetWebster City, IA 50595

(515) 832-2520

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.

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

56th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

26th percentile

-10%

Higher net margin than 26% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

46th percentile

-0.5%

Faster asset growth than 46% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

59th percentile

5.2%

Faster revenue growth than 59% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$477,606

Down $2,325 (-0.5%) from 2015

Net Assets

Down

$477,606

Down $2,325 (-0.5%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$22,575

Up $1,108 (+5.2%) from 2015

Expenses

Down

$24,883

Down $12,479 (-33%) from 2015

Net Income

Up

-$2,308

Up $13,587 (+85%) from 2015

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2010: $532,179Liabilities 2010: $0Net Assets 2010: $532,1792010Assets 2011: $520,289Liabilities 2011: $0Net Assets 2011: $520,2892011Assets 2012: $510,826Liabilities 2012: $0Net Assets 2012: $510,8262012Assets 2013: $502,441Liabilities 2013: $0Net Assets 2013: $502,4412013Assets 2014: $494,740Liabilities 2014: $0Net Assets 2014: $494,7402014Assets 2015: $479,931Liabilities 2015: $0Net Assets 2015: $479,9312015Assets 2016: $477,606Liabilities 2016: $0Net Assets 2016: $477,6062016Assets 2017: $473,228Liabilities 2017: $0Net Assets 2017: $473,2282017Assets 2018: $464,803Liabilities 2018: $0Net Assets 2018: $464,8032018Assets 2019: $455,335Liabilities 2019: $0Net Assets 2019: $455,3352019Assets 2020: $445,500Liabilities 2020: $0Net Assets 2020: $445,5002020Assets 2021: $437,462Liabilities 2021: $0Net Assets 2021: $437,4622021Assets 2022: $425,750Liabilities 2022: $12022Assets 2023: $419,650Liabilities 2023: $12023

Highlighted filing

2016

Assets$477,606
Liabilities$0
Net Assets$477,606

Operations Trend

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

$40K$20K$0-$20KExpenses 2010: $21,9272010Expenses 2011: $27,0242011Expenses 2012: $33,3082012Revenue 2013: $22,874Expenses 2013: $31,298Net Income 2013: -$8,4242013Revenue 2014: $23,287Expenses 2014: $32,441Net Income 2014: -$9,1542014Revenue 2015: $21,467Expenses 2015: $37,362Net Income 2015: -$15,8952015Revenue 2016: $22,575Expenses 2016: $24,883Net Income 2016: -$2,3082016Revenue 2017: $25,167Expenses 2017: $29,336Net Income 2017: -$4,1692017Revenue 2018: $21,155Expenses 2018: $30,089Net Income 2018: -$8,9342018Revenue 2019: $18,543Expenses 2019: $28,315Net Income 2019: -$9,7722019Revenue 2020: $18,434Expenses 2020: $28,651Net Income 2020: -$10,2172020Revenue 2021: $20,112Expenses 2021: $29,126Net Income 2021: -$9,0142021Revenue 2022: $17,955Expenses 2022: $29,232Net Income 2022: -$11,2772022Revenue 2023: $21,969Expenses 2023: $28,846Net Income 2023: -$6,8772023

Highlighted filing

2016

Revenue$22,575
Expenses$24,883
Net Income-$2,308
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 5, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
FIRST STATE BANKTrustee-$3,800-$3,800
Filing and Contact Details

Filer

Filer Name
William Morrison Trust
EIN
42-6143759
Address
505 SECOND STREET, WEBSTER CITY, IA 50595

Signing Officer

Name
William D Johnston
Title
Trustee
Phone
5158322520
Signed
2017-05-05
Discuss with paid preparer
Yes

Preparer

Firm
Hassebrock Tax & Wealth Mgmt LLC
Address
522 SECOND STREET STE 2, Webster City, IA 50595
Preparer
Troy V Hassebrock CPA
Phone
5158323511
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5YOUTH SHELTER SERVICES
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt020127
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OtherDecreasesSchedule/OtherDecreasesDetail/Desc0TIMING DIFF OF INV INC RECD
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0400
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1TRANSACTION FEES
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt15
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt0168
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TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM D JOHNSTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05158322520
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILLIAM MORRISON TRUST
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0426143759
ReturnHeader/Filer/USAddress/AddressLine1Txt0505 SECOND STREET
ReturnHeader/Filer/USAddress/CityNm0WEBSTER CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd050595
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ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId087606BC93EC90E82C406D918071EA1154244FA92
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId04216732017129ef41fdh
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-05-09
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$4.20$0.00$0.22$0.29$0.07
2022Summary only. Only limited summary data is available for this year.$4.26$0.00$0.18$0.29$0.11
2021Detailed filing. Detailed filing data is available for this year.$4.37$0.00$4.37$0.20$0.29$0.09
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.46$0.00$4.46$0.18$0.29$0.10
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.55$0.00$4.55$0.19$0.28$0.10
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.65$0.00$4.65$0.21$0.30$0.09
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.73$0.00$4.73$0.25$0.29$0.04
2016Detailed filing. Detailed filing data is available for this year.$4.78$0.00$4.78$0.23$0.25$0.02
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.80$0.00$4.80$0.21$0.37$0.16
2014Detailed filing. Detailed filing data is available for this year.$4.95$0.00$4.95$0.23$0.32$0.09
2013Detailed filing. Detailed filing data is available for this year.$5.02$0.00$5.02$0.23$0.31$0.08
2012Detailed filing. Detailed filing data is available for this year.$5.11$0.00$5.11$0.33
2011Detailed filing. Detailed filing data is available for this year.$5.20$0.00$5.20$0.27
2010Detailed filing. Detailed filing data is available for this year.$5.32$0.00$5.32$0.22