Civic Intelligence

Ivan & Caroline Wilson Memorial Trust

990 • Fiscal year 2022 • EIN 42-6528237

Jan 01, 2022 to Dec 31, 2022 • Filed on Jan 23, 2023

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

8th percentile

0.00x

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

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Liabilities / Revenue

8th percentile

0.00x

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

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Net Margin

23rd percentile

-5.6%

Higher net margin than 23% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Top Officer Pay

23rd percentile

$15,000

Higher top officer pay than 23% of similar nonprofits.

Top officer pay equals 3.6% of source-year revenue.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Asset Growth

46th percentile

-0.4%

Faster asset growth than 46% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Revenue Growth

33rd percentile

-5.3%

Faster revenue growth than 33% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets8th percentile

Assets

Down

$6,249,547

Down $23,391 (-0.4%) from 2021

Net Assets

Down

$6,249,547

Down $23,391 (-0.4%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue8th percentileNet Margin23rd percentile

Revenue

Down

$416,362

Down $23,435 (-5.3%) from 2021

Expenses

Up

$439,753

Up $7,423 (+1.7%) from 2021

Net Income

Down

-$23,391

Down $30,858 (-413%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth46th 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

2022

Assets$6,249,547
Liabilities$0
Net Assets$6,249,547
Open 2022 Filing

Operations Trend

Revenue Growth33rd 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

2022

Revenue$416,362
Expenses$439,753
Net Income-$23,391
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Jan 23, 2023
Return Version
2022v4.1
Gross Receipts
$416,362
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$5,863,353$5,863,353→ $0
Investments in Publicly Traded Securities$5,823,593$5,823,593→ $0
Cash and Non-Interest-Bearing Accounts$449,345$425,954▼ $23,391
Rtn Earn Endowment Incm Other Fnds$409,585$386,194▼ $23,391
Total Assets$6,272,938$6,249,547▼ $23,391
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$6,272,938$6,249,547▼ $23,391
Total Liabilities and Net Assets / Fund Balance$6,272,938$6,249,547▼ $23,391
Compensation and Service Providers
Top Officer Pay23rd percentile

Employees

NameTitleBaseTotal
Gary T GeeTrustee$15,000$15,000

Board Members and Trustees

NameTitle
-Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$416,362
Other Revenue
$0
Change in Net Assets
$-23,391
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$409,587
Salaries, Compensation, and Employee Benefits$30,000
Other Expenses$166
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$409,587--$409,587
Current Officers, Directors, Trustees, and Key Employees$30,000--$30,000
Other Expenses$166--$166
Total Functional Expenses$439,753$0$0$439,753
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Shenandoah Medical CenterShenandoah, IA-Equipment$184,314
City of ShenandoahShenandoah, IA-Public Utilities$139,259
Shenadoah Public LibraryShenandoah, IA-Utilities & Salaries$61,438
Congregational UccShenandoah, IA-Capital Improvement$12,288
Greater Shenandoah Historical SocieShenandoah, IA-Without Restriction$12,288
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
Business relationship with 35% controlled entity
No
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, Page 6, Part VI, Line 11B

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

Form 990, Page 6, 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”

Form 990, Page 6, 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”

Form 990, Page 6, Part VI, Line 19

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

Filing and Contact Details

Filer

Filer Name
Ivan & Caroline Wilson Memorial
EIN
42-6528237
Phone
7122462029
Address
PO BOX 421, SHENANDOAH, IA 51601

Signing Officer

Name
Lashier Bonefas Baldwin Co
Title
Trustee
Phone
7122462029
Signed
2023-01-23
Discuss with paid preparer
Yes

Organization Details

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

Preparer

Firm
Lashier Bonefas Baldwin & Co Pc
Address
513 W SHERIDAN AVE, SHENANDOAH, IA 51601
Preparer
David R Lashier
Phone
7122462029
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S 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”

Form 990, Page 2, Part III, Line 4D

“Charitable grants to local designated organizations”

Raw XML Appendix342 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 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
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CHARITABLE GRANTS TO LOCAL DESIGNATED ORGANIZATIONS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A COMPLETE COPY OF FORM 990 IS GIVEN TO EACH TRUSTEE FOR REVIEW PRIOR TO SUBMISSION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3REVIEW WAS CONDUCTED BY THE GOVERNING BODY, USING DATA TO COMPARE COMPENSATION OF SIMILARLY QUALIFIED PERSONS AND RECORDS ARE KEPT REGARDING COMPENSATION DECISIONS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4REVIEW WAS CONDUCTED BY THE GOVERNING BODY, USING DATA TO COMPARE COMPENSATION OF SIMILARLY QUALIFIED PERSONS AND RECORDS ARE KEPT REGARDING COMPENSATION DECISIONS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE FINANCIAL STATEMENTS ARE DISCLOSED IN FULL TO EACH BENEFICIARY FOR APPROVAL AND THEN SUBMITTED TO THE DISTRIC COURT FOR APPROVAL. FORM 990 IS AVAILABLE TO THE PUBLIC ON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02023-01-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0IVAN & CAROLINE WILSON MEMORIAL
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ReturnHeader/PreparerPersonGrp/PreparationDt02023-02-23
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ReturnHeader/ReturnTs02023-02-28T17:33:53-05:00
ReturnHeader/ReturnTypeCd0990
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ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$6,249,547
Liabilities
$0
Net assets
$6,249,547
Revenue
$416,362
Expenses
$439,753
Net income
-$23,391
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