Civic Intelligence

Ivan & Caroline Wilson Memorial Trust

990 • Fiscal year 2016 • EIN 42-6528237

Jan 01, 2016 to Dec 31, 2016 • Filed on Jan 24, 2017

Organization ProfileN/A
PO Box 421Shenandoah, IA 51601

(712) 246-2029

Siviq Scores

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

Liabilities / Assets

6th percentile

0.00x

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

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

6th percentile

0.00x

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

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Net Margin

22nd percentile

-7.9%

Higher net margin than 22% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

20th percentile

$15,000

Higher top officer pay than 20% of similar nonprofits.

Top officer pay equals 5.1% of source-year revenue.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Asset Growth

40th percentile

-0.4%

Faster asset growth than 40% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

9th percentile

-36%

Faster revenue growth than 9% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets6th percentile

Assets

Down

$6,177,835

Down $23,207 (-0.4%) from 2015

Net Assets

Down

$6,177,835

Down $23,207 (-0.4%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue6th percentileNet Margin22nd percentile

Revenue

Down

$294,251

Down $166,098 (-36%) from 2015

Expenses

Down

$317,458

Down $168 (-0.1%) from 2015

Net Income

Down

-$23,207

Down $165,930 (-116%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $5,954,422Liabilities 2011: $0Net Assets 2011: $5,954,4222011Assets 2012: $5,963,054Liabilities 2012: $0Net Assets 2012: $5,963,0542012Assets 2013: $5,975,797Liabilities 2013: $0Net Assets 2013: $5,975,7972013Assets 2014: $6,058,319Liabilities 2014: $0Net Assets 2014: $6,058,3192014Assets 2015: $6,201,042Liabilities 2015: $0Net Assets 2015: $6,201,0422015Assets 2016: $6,177,835Liabilities 2016: $0Net Assets 2016: $6,177,8352016Assets 2017: $6,208,079Liabilities 2017: $0Net Assets 2017: $6,208,0792017Assets 2018: $6,202,994Liabilities 2018: $0Net Assets 2018: $6,202,9942018Assets 2019: $6,263,686Liabilities 2019: $0Net Assets 2019: $6,263,6862019Assets 2020: $6,265,471Liabilities 2020: $0Net Assets 2020: $6,265,4712020Assets 2021: $6,272,938Liabilities 2021: $0Net Assets 2021: $6,272,9382021Assets 2022: $6,249,547Liabilities 2022: $0Net Assets 2022: $6,249,5472022Assets 2023: $6,250,801Liabilities 2023: $0Net Assets 2023: $6,250,8012023Assets 2024: $6,268,863Liabilities 2024: $0Net Assets 2024: $6,268,8632024

Highlighted filing

2016

Assets$6,177,835
Liabilities$0
Net Assets$6,177,835
Open 2016 Filing

Operations Trend

Revenue Growth9th percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $264,087Expenses 2011: $287,454Net Income 2011: -$23,3672011Revenue 2012: $272,760Expenses 2012: $264,127Net Income 2012: $8,6332012Revenue 2013: $288,022Expenses 2013: $275,279Net Income 2013: $12,7432013Revenue 2014: $365,631Expenses 2014: $283,109Net Income 2014: $82,5222014Revenue 2015: $460,349Expenses 2015: $317,626Net Income 2015: $142,7232015Revenue 2016: $294,251Expenses 2016: $317,458Net Income 2016: -$23,2072016Revenue 2017: $348,079Expenses 2017: $317,835Net Income 2017: $30,2442017Revenue 2018: $369,891Expenses 2018: $374,976Net Income 2018: -$5,0852018Revenue 2019: $430,531Expenses 2019: $369,839Net Income 2019: $60,6922019Revenue 2020: $432,380Expenses 2020: $430,595Net Income 2020: $1,7852020Revenue 2021: $439,797Expenses 2021: $432,330Net Income 2021: $7,4672021Revenue 2022: $416,362Expenses 2022: $439,753Net Income 2022: -$23,3912022Revenue 2023: $417,707Expenses 2023: $416,453Net Income 2023: $1,2542023Revenue 2024: $436,039Expenses 2024: $417,977Net Income 2024: $18,0622024

Highlighted filing

2016

Revenue$294,251
Expenses$317,458
Net Income-$23,207
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jan 24, 2017
Return Version
2016v3.0
Gross Receipts
$335,301
Mission and Program Overview

Mission

The organization is a charitable trust and all beneficiaries are section 501(c)3 tax exempt organizations. The organizations mission is to preserve capital while earning optimum income for distribution to designated beneficiaries

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$5,912,058$5,873,841▼ $38,217
Investments in Publicly Traded Securities$5,553,630$5,813,626▲ $259,996
Savings and Temporary Cash Investments$647,412$364,209▼ $283,203
Rtn Earn Endowment Incm Other Fnds$288,984$303,994▲ $15,010
Total Assets$6,201,042$6,177,835▼ $23,207
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$6,201,042$6,177,835▼ $23,207
Total Liabilities and Net Assets / Fund Balance$6,201,042$6,177,835▼ $23,207
Compensation and Service Providers
Top Officer Pay20th percentile

Employees

NameTitleBaseTotal
Gary T GeeTrustee$15,000$15,000
Miller Shearer Lashier CoTrustee$15,000$15,000
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$294,251
Other Revenue
$0
Change in Net Assets
$-23,207
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$287,280
Salaries, Compensation, and Employee Benefits$30,000
Other Expenses$178
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$287,280--$287,280
Current Officers, Directors, Trustees, and Key Employees$30,000--$30,000
Other Expenses$178--$178
Total Functional Expenses$317,458$0$0$317,458
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
City of ShenandoahShenandoah, IA6Public Utilities-
Congregational UccShenandoah, IA1Capital Improvement-
Elm Heights-park CrestShenandoah, IA3Without Restriction-
Greater Shenandoah Historical SocieShenandoah, IA9Without Restriction-
Shenandoah Memorial HospitalShenandoah, IA3Equipment-
Shenandoah Public LibraryShenandoah, IA7Utlities & Salaries-
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

“A complete copy of form 990 is given to each trustee for review prior to submission”

CEO executive director top management comp Part VI line 15A

“Review was conducted by the governing body, using data to compare compensation of similarly qualified persons and records are kept regarding compensation decisions.”

Other officer or key employee compensation Part VI line 15B

“Review was conducted by the governing body, using data to compare compensation of similarly qualified persons and records are kept regarding compensation decisions.”

Governing documents etc available to public Part VI line 19

“The financial statements are disclosed in full to each beneficiary for approval and then submitted to the district court for approval. Form 990 is available to the public on request”

Filing and Contact Details

Filer

Filer Name
Ivan & Caroline Wilson Memorial Trust
EIN
42-6528237
Address
PO BOX 421, SHENANDOAH, IA 51601

Signing Officer

Name
Gary T Gee
Title
Trustee
Phone
7122462029
Signed
2017-01-24
Discuss with paid preparer
Yes

Organization Details

Formed
1995
Legal Domicile
Ia
Voting Board Members
2
Independent Board Members
2
Employees
0

Preparer

Firm
Miller Shearer Lashier & Co
Address
PO BOX 307, SHENANDOAH, IA 51601
Preparer
David Lashier
Phone
7122462029
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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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IRS990/ScheduleJRequiredInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COMPLETE COPY OF FORM 990 IS GIVEN TO EACH TRUSTEE FOR REVIEW PRIOR TO SUBMISSION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1REVIEW WAS CONDUCTED BY THE GOVERNING BODY, USING DATA TO COMPARE COMPENSATION OF SIMILARLY QUALIFIED PERSONS AND RECORDS ARE KEPT REGARDING COMPENSATION DECISIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2REVIEW WAS CONDUCTED BY THE GOVERNING BODY, USING DATA TO COMPARE COMPENSATION OF SIMILARLY QUALIFIED PERSONS AND RECORDS ARE KEPT REGARDING COMPENSATION DECISIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FINANCIAL STATEMENTS ARE DISCLOSED IN FULL TO EACH BENEFICIARY FOR APPROVAL AND THEN SUBMITTED TO THE DISTRICT COURT FOR APPROVAL. FORM 990 IS AVAILABLE TO THE PUBLIC ON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1CEO executive director top management comp Part VI line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other officer or key employee compensation Part VI line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Governing documents etc available to public Part VI line 19
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0294251
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ReturnHeader/BusinessOfficerGrp/SignatureDt02017-01-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0IVAN & CAROLINE WILSON MEMORIAL TRUST
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ReturnHeader/FilingSecurityInformation/IPDt02017-02-11
ReturnHeader/FilingSecurityInformation/IPTm016:50:46
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0421028246
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MILLER SHEARER LASHIER & CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 307
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SHENANDOAH
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID LASHIER
ReturnHeader/ReturnTs02017-02-11T16:48:02-05:00
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ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,177,835
Liabilities
$0
Net assets
$6,177,835
Revenue
$294,251
Expenses
$317,458
Net income
-$23,207
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.27$0.00$6.27$0.44$0.42$0.02
2023Detailed filing. Detailed filing data is available for this year.$6.25$0.00$6.25$0.42$0.42$0.00
2022Detailed filing. Detailed filing data is available for this year.$6.25$0.00$6.25$0.42$0.44$0.02
2021Detailed filing. Detailed filing data is available for this year.$6.27$0.00$6.27$0.44$0.43$0.01
2020Detailed filing. Detailed filing data is available for this year.$6.27$0.00$6.27$0.43$0.43$0.00
2019Detailed filing. Detailed filing data is available for this year.$6.26$0.00$6.26$0.43$0.37$0.06
2018Detailed filing. Detailed filing data is available for this year.$6.20$0.00$6.20$0.37$0.37$0.01
2017Detailed filing. Detailed filing data is available for this year.$6.21$0.00$6.21$0.35$0.32$0.03
2016Detailed filing. Detailed filing data is available for this year.$6.18$0.00$6.18$0.29$0.32$0.02
2015Summary only. Only limited summary data is available for this year.$6.20$0.00$6.20$0.46$0.32$0.14
2014Summary only. Only limited summary data is available for this year.$6.06$0.00$6.06$0.37$0.28$0.08
2013Summary only. Only limited summary data is available for this year.$5.98$0.00$5.98$0.29$0.28$0.01
2012Summary only. Only limited summary data is available for this year.$5.96$0.00$5.96$0.27$0.26$0.01
2011Summary only. Only limited summary data is available for this year.$5.95$0.00$5.95$0.26$0.29$0.02