Civic Intelligence

U S Navy Warner Trust

990PF • Fiscal year 2022 • EIN 42-6348143

Jan 01, 2022 to Dec 31, 2022 • Filed on Apr 17, 2023

Organization Profile
262 S Chestnut Street PO Box 100Fremont, IA 52561

(641) 777-8801

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Net Margin

77th percentile

27%

Higher net margin than 77% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

54th percentile

1.2%

Faster asset growth than 54% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

42nd percentile

-0.4%

Faster revenue growth than 42% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$485,576

Up $5,684 (+1.2%) from 2021

Net Assets

Up

$485,576

Up $5,684 (+1.2%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin77th percentile

Revenue

Down

$20,747

Down $85 (-0.4%) from 2021

Expenses

Down

$15,063

Down $7,727 (-34%) from 2021

Net Income

Up

$5,684

Up $7,642 (+390%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

$600K$400K$200K$0Assets 2011: $368,016Liabilities 2011: $02011Assets 2012: $371,997Liabilities 2012: $02012Assets 2013: $373,151Liabilities 2013: $02013Assets 2014: $373,151Liabilities 2014: $02014Assets 2015: $133,151Liabilities 2015: $02015Assets 2019: $193,322Liabilities 2019: $0Net Assets 2019: $193,3222019Assets 2020: $481,850Liabilities 2020: $0Net Assets 2020: $481,8502020Assets 2021: $479,892Liabilities 2021: $0Net Assets 2021: $479,8922021Assets 2022: $485,576Liabilities 2022: $0Net Assets 2022: $485,5762022Assets 2023: $492,139Liabilities 2023: $0Net Assets 2023: $492,1392023Assets 2024: $498,858Liabilities 2024: $0Net Assets 2024: $498,8582024

Highlighted filing

2022

Assets$485,576
Liabilities$0
Net Assets$485,576
Open 2022 Filing

Operations Trend

Revenue Growth42nd percentile

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

$30K$20K$10K$0-$10KRevenue 2011: $21,716Expenses 2011: $14,084Net Income 2011: $7,6322011Revenue 2012: $21,244Expenses 2012: $17,818Net Income 2012: $3,4262012Revenue 2013: $20,925Expenses 2013: $19,760Net Income 2013: $1,1652013Revenue 2014: $20,883Expenses 2014: $10,721Net Income 2014: $10,1622014Revenue 2015: $20,883Expenses 2015: $22,328Net Income 2015: -$1,4452015Revenue 2019: $23,001Expenses 2019: $20,952Net Income 2019: $2,0492019Revenue 2020: $23,312Expenses 2020: $29,784Net Income 2020: -$6,4722020Revenue 2021: $20,832Expenses 2021: $22,790Net Income 2021: -$1,9582021Revenue 2022: $20,747Expenses 2022: $15,063Net Income 2022: $5,6842022Revenue 2023: $24,525Expenses 2023: $17,962Net Income 2023: $6,5632023Revenue 2024: $27,281Expenses 2024: $20,562Net Income 2024: $6,7192024

Highlighted filing

2022

Revenue$20,747
Expenses$15,063
Net Income$5,684
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Apr 17, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUSAN SIERENTrustee-$0--
MARK HEDGETrustee-$0--
NEIL ALBERTSONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
U S Navy Warner Trust
EIN
42-6348143
Phone
6417778801
Address
262 S CHESTNUT STREET PO BOX 100, FREMONT, IA 52561

Signing Officer

Name
Susan Sieren
Title
Trustee
Phone
6417778801
Signed
2023-04-17
Discuss with paid preparer
Yes

Preparer

Firm
Welgaard Cpas and Advisors
Address
916 W 16TH ST, PELLA, IA 50219-7918
Preparer
Chad Klyn
Phone
6416284521
Raw XML Appendix298 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/RecipientUSAddress/CityNm5FREMONT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd052561
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd152561
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd252561
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd352561
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd452561
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd552561
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd652561
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt09000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt09000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt09000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt09000
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt01495
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0FARM CASH RENTAL
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01495
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt01495
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FARM CASH RENTAL
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2OTHER EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0334
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1220
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0334
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1220
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt03802
TaxesSchedule/TaxesDetail/Amt0212
TaxesSchedule/TaxesDetail/Amt13802
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FARM CASH RENTAL
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt03802
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SUSAN SIEREN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06417778801
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-04-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0U S NAVY WARNER TRUST
ReturnHeader/Filer/BusinessNameControlTxt0USNA
ReturnHeader/Filer/EIN0426348143
ReturnHeader/Filer/PhoneNum06417778801
ReturnHeader/Filer/USAddress/AddressLine1Txt0262 S CHESTNUT STREET PO BOX 100
ReturnHeader/Filer/USAddress/CityNm0FREMONT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd052561
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0421130301
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WELGAARD CPAS AND ADVISORS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0916 W 16TH ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PELLA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0502197918
ReturnHeader/PreparerPersonGrp/PhoneNum06416284521
ReturnHeader/PreparerPersonGrp/PreparationDt02023-04-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHAD KLYN
ReturnHeader/ReturnTs02023-04-27T08:59:04-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SUSAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SIEREN
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$485,576
Liabilities
$0
Net assets
$485,576
Revenue
$20,747
Expenses
$15,063
Net income
$5,684
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.99$0.00$4.99$0.27$0.21$0.07
2023Detailed filing. Detailed filing data is available for this year.$4.92$0.00$4.92$0.25$0.18$0.07
2022Detailed filing. Detailed filing data is available for this year.$4.86$0.00$4.86$0.21$0.15$0.06
2021Detailed filing. Detailed filing data is available for this year.$4.80$0.00$4.80$0.21$0.23$0.02
2020Detailed filing. Detailed filing data is available for this year.$4.82$0.00$4.82$0.23$0.30$0.06
2019Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.93$0.23$0.21$0.02
2015Summary only. Only limited summary data is available for this year.$1.33$0.00$0.21$0.22$0.01
2014Summary only. Only limited summary data is available for this year.$3.73$0.00$0.21$0.11$0.10
2013Summary only. Only limited summary data is available for this year.$3.73$0.00$0.21$0.20$0.01
2012Summary only. Only limited summary data is available for this year.$3.72$0.00$0.21$0.18$0.03
2011Summary only. Only limited summary data is available for this year.$3.68$0.00$0.22$0.14$0.08