Civic Intelligence

W B Small Trust

990PF • Fiscal year 2020 • EIN 42-6161925

Jan 01, 2020 to Dec 31, 2020 • Filed on Aug 31, 2021

Organization Profile
PO Box 1034Cedar Falls, IA 50613

(319) 277-8000

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

6th percentile

-148%

Higher net margin than 6% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

20th percentile

-3.8%

Faster asset growth than 20% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

11th percentile

-47%

Faster revenue growth than 11% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$1,829,840

Down $71,553 (-3.8%) from 2019

Net Assets

Down

$1,829,840

Down $71,553 (-3.8%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin6th percentile

Revenue

Down

$48,250

Down $43,242 (-47%) from 2019

Expenses

Up

$119,803

Up $984 (+0.8%) from 2019

Net Income

Down

-$71,553

Down $44,226 (-162%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth20th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,102,028Liabilities 2011: $02011Assets 2012: $1,087,569Liabilities 2012: $02012Assets 2013: $1,871,914Liabilities 2013: $0Net Assets 2013: $1,871,9142013Assets 2014: $1,956,410Liabilities 2014: $0Net Assets 2014: $1,956,4102014Assets 2015: $1,931,892Liabilities 2015: $0Net Assets 2015: $1,931,8922015Assets 2016: $1,887,182Liabilities 2016: $0Net Assets 2016: $1,887,1822016Assets 2017: $1,906,243Liabilities 2017: $0Net Assets 2017: $1,906,2432017Assets 2018: $1,928,720Liabilities 2018: $0Net Assets 2018: $1,928,7202018Assets 2019: $1,901,393Liabilities 2019: $0Net Assets 2019: $1,901,3932019Assets 2020: $1,829,840Liabilities 2020: $0Net Assets 2020: $1,829,8402020Assets 2021: $1,901,293Liabilities 2021: $0Net Assets 2021: $1,901,2932021Assets 2022: $1,876,310Liabilities 2022: $0Net Assets 2022: $1,876,3102022Assets 2023: $1,828,324Liabilities 2023: $0Net Assets 2023: $1,828,3242023Assets 2024: $1,821,234Liabilities 2024: $0Net Assets 2024: $1,821,2342024Assets 2025: $1,820,857Liabilities 2025: $0Net Assets 2025: $1,820,8572025

Highlighted filing

2020

Assets$1,829,840
Liabilities$0
Net Assets$1,829,840
Open 2020 Filing

Operations Trend

Revenue Growth11th percentile

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

$1.0M$500K$0-$500KRevenue 2011: $62,384Expenses 2011: $113,235Net Income 2011: -$50,8512011Revenue 2012: $81,640Expenses 2012: $96,099Net Income 2012: -$14,4592012Revenue 2013: $887,298Expenses 2013: $102,953Net Income 2013: $784,3452013Revenue 2014: $214,165Expenses 2014: $129,669Net Income 2014: $84,4962014Revenue 2015: $102,155Expenses 2015: $126,673Net Income 2015: -$24,5182015Revenue 2016: $67,680Expenses 2016: $112,390Net Income 2016: -$44,7102016Revenue 2017: $123,605Expenses 2017: $104,544Net Income 2017: $19,0612017Revenue 2018: $132,781Expenses 2018: $110,304Net Income 2018: $22,4772018Revenue 2019: $91,492Expenses 2019: $118,819Net Income 2019: -$27,3272019Revenue 2020: $48,250Expenses 2020: $119,803Net Income 2020: -$71,5532020Revenue 2021: $199,275Expenses 2021: $127,822Net Income 2021: $71,4532021Revenue 2022: $95,399Expenses 2022: $121,604Net Income 2022: -$26,2052022Revenue 2023: $88,847Expenses 2023: $138,925Net Income 2023: -$50,0782023Revenue 2024: $112,461Expenses 2024: $117,070Net Income 2024: -$4,6092024Revenue 2025: $129,047Expenses 2025: $129,424Net Income 2025: -$3772025

Highlighted filing

2020

Revenue$48,250
Expenses$119,803
Net Income-$71,553
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Aug 31, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT L SMITH JRTrustee-$0--
REVEREND CATHY F YOUNGTrustee-$0--
LORI JOHNSONTrustee-$0--
JOHN LOCKETrustee-$0--
Filing and Contact Details

Filer

Filer Name
Wb Small Trust
EIN
42-6161925
Phone
3192778000
Address
PO BOX 1034, CEDAR FALLS, IA 50613

Signing Officer

Name
Reverend Cathy F Young
Title
Trustee
Phone
3192772049
Signed
2021-08-31
Discuss with paid preparer
Yes

Preparer

Firm
Carney Alexander Marold & Co Llp
Address
PO BOX 1290, WATERLOO, IA 50704-1290
Preparer
David J Rogers
Phone
3192333318
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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,829,840
Liabilities
$0
Net assets
$1,829,840
Revenue
$48,250
Expenses
$119,803
Net income
-$71,553
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.82$0.00$1.82$0.13$0.13$0.00
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.82$0.00$1.82$0.11$0.12$0.00
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.83$0.00$1.83$0.09$0.14$0.05
2022Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.10$0.12$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.90$0.00$1.90$0.20$0.13$0.07
2020Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.05$0.12$0.07
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.90$0.00$1.90$0.09$0.12$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.93$0.00$1.93$0.13$0.11$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.91$0.00$1.91$0.12$0.10$0.02
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.89$0.00$1.89$0.07$0.11$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.93$0.10$0.13$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.96$0.00$1.96$0.21$0.13$0.08
2013Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$0.89$0.10$0.78
2012Summary only. Only limited summary data is available for this year.$1.09$0.00$0.08$0.10$0.01
2011Summary only. Only limited summary data is available for this year.$1.10$0.00$0.06$0.11$0.05