Civic Intelligence

William Morrison Trust

990PF • Fiscal year 2024 • EIN 42-6143759

Jan 01, 2024 to Dec 31, 2024 • Filed on Mar 11, 2025

Organization Profile
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

61st percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Net Margin

19th percentile

-23%

Higher net margin than 19% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

Top Officer Pay

82nd percentile

$3,875

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 17.0% of source-year revenue.

2024 filings • <$500k nonprofits • Source year 2024

Asset Growth

46th percentile

-0.9%

Faster asset growth than 46% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

50th percentile

3.5%

Faster revenue growth than 50% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets61st percentile

Assets

Down

$415,893

Down $3,757 (-0.9%) from 2023

Net Assets

$415,893

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2023

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin19th percentile

Revenue

Up

$22,728

Up $759 (+3.5%) from 2023

Expenses

Down

$28,026

Down $820 (-2.8%) from 2023

Net Income

Up

-$5,298

Up $1,579 (+23%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

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: $12023Assets 2024: $415,893Liabilities 2024: $0Net Assets 2024: $415,8932024

Highlighted filing

2024

Assets$415,893
Liabilities$0
Net Assets$415,893
Open 2024 Filing

Operations Trend

Revenue Growth50th percentile

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: -$6,8772023Revenue 2024: $22,728Expenses 2024: $28,026Net Income 2024: -$5,2982024

Highlighted filing

2024

Revenue$22,728
Expenses$28,026
Net Income-$5,298
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Mar 11, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FIRST STATE BANKTrustee-$3,875-$3,875
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-ASSISTANCE FUNDSPCWEBSTER CITY, IA, US$11,000
Paid Grant-ASSISTANCE FUNDSPCWEBSTER CITY, IA, US$5,000
Paid Grant-ASSISTANCE FUNDSPCWEBSTER CITY, IA, US$4,000
Paid Grant-ASSISTANCE FUNDSPCWEBSTER CITY, IA, US$1,500
Paid Grant-ASSISTANCE FUNDSPCWEBSTER CITY, IA, US$1,500
Filing and Contact Details

Filer

Filer Name
William Morrison Trust
EIN
42-6143759
In Care Of
% WILLIAM JOHNSTON
Phone
5158322520
Address
505 SECOND STREET, WEBSTER CITY, IA 50595

Signing Officer

Name
William Johnston
Title
Trustee
Phone
5158322520
Signed
2025-03-11
Discuss with paid preparer
Yes

Preparer

Firm
Hassebrock Tax & Wealth Mgmt LLC
Address
522 SECOND STREET SUITE 2, WEBSTER CITY, IA 50595
Preparer
Troy V Hassebrock CPA
Phone
5158323511
Raw XML Appendix337 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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2UPPER DES MOINES OPPORTUNITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3WEBSTER CITY DAY CARE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4WEBSTER CITY MEALS ON WHEELS
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt023100
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt022050
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LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt10
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0COURT COSTS
LegalFeesSchedule/LegalFeesGrp/CategoryTxt1ATTORNEY FEES
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LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt10
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt010
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt1450
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt010
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt1450
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01541
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0TIMING DIFF OF INV INC RECD
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0TAX RETURN PREPARATION
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TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt0241
TaxesSchedule/TaxesDetail/CategoryTxt0FED EXCISE TAX ON INV INC
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM JOHNSTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05158322520
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-03-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILLIAM MORRISON TRUST
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0426143759
ReturnHeader/Filer/InCareOfNm0% WILLIAM JOHNSTON
ReturnHeader/Filer/PhoneNum05158322520
ReturnHeader/Filer/USAddress/AddressLine1Txt0505 SECOND STREET
ReturnHeader/Filer/USAddress/CityNm0WEBSTER CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd050595
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0464412750
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HASSEBROCK TAX & WEALTH MGMT LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0522 SECOND STREET SUITE 2
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WEBSTER CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd050595
ReturnHeader/PreparerPersonGrp/PhoneNum05158323511
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TROY V HASSEBROCK CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-03-11T18:31:41-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$415,893
Liabilities
$0
Net assets
$415,893
Revenue
$22,728
Expenses
$28,026
Net income
-$5,298
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.16$0.00$4.16$0.23$0.28$0.05
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
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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