Civic Intelligence

Walter L Mcquiston Community Trust

990PF • Fiscal year 2017 • EIN 42-6620053

Jan 01, 2017 to Dec 31, 2017 • Filed on May 08, 2018

Organization Profile
124 S 1st StreetOskaloosa, IA 52577

(641) 673-8303

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Net Margin

90th percentile

48%

Higher net margin than 90% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

56th percentile

$2,684

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 2.9% of source-year revenue.

2017 filings • $500k-$1M nonprofits • Source year 2017

Asset Growth

81st percentile

20%

Faster asset growth than 81% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

53rd percentile

5.8%

Faster revenue growth than 53% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$630,784

Up $106,041 (+20%) from 2016

Net Assets

Up

$630,784

Up $106,041 (+20%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin90th percentile

Revenue

Up

$91,987

Up $5,061 (+5.8%) from 2016

Expenses

Up

$47,595

Up $5,972 (+14%) from 2016

Net Income

Down

$44,392

Down $911 (-2.0%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth81st percentile

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

$800K$600K$400K$200K$0Assets 2012: $1Liabilities 2012: $02012Assets 2013: $224,529Liabilities 2013: $02013Assets 2014: $117,707Liabilities 2014: $02014Assets 2015: $314,747Liabilities 2015: $0Net Assets 2015: $314,7472015Assets 2016: $524,743Liabilities 2016: $0Net Assets 2016: $524,7432016Assets 2017: $630,784Liabilities 2017: $0Net Assets 2017: $630,7842017Assets 2018: $507,438Liabilities 2018: $0Net Assets 2018: $507,4382018Assets 2019: $539,870Liabilities 2019: $0Net Assets 2019: $539,8702019Assets 2020: $492,977Liabilities 2020: $0Net Assets 2020: $492,9772020Assets 2021: $525,024Liabilities 2021: $0Net Assets 2021: $525,0242021Assets 2022: $562,861Liabilities 2022: $0Net Assets 2022: $562,8612022Assets 2023: $605,270Liabilities 2023: $0Net Assets 2023: $605,2702023Assets 2024: $619,571Liabilities 2024: $0Net Assets 2024: $619,5712024

Highlighted filing

2017

Assets$630,784
Liabilities$0
Net Assets$630,784
Open 2017 Filing

Operations Trend

Revenue Growth53rd percentile

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

$300K$200K$100K$0-$100K-$200KRevenue 2012: $1Expenses 2012: $0Net Income 2012: $12012Revenue 2013: $114,763Expenses 2013: $5,140Net Income 2013: $109,6232013Revenue 2014: $28Expenses 2014: $106,850Net Income 2014: -$106,8222014Revenue 2015: $271,232Expenses 2015: $74,192Net Income 2015: $197,0402015Revenue 2016: $86,926Expenses 2016: $41,623Net Income 2016: $45,3032016Revenue 2017: $91,987Expenses 2017: $47,595Net Income 2017: $44,3922017Revenue 2018: $102,459Expenses 2018: $52,415Net Income 2018: $50,0442018Revenue 2019: $91,028Expenses 2019: $47,734Net Income 2019: $43,2942019Revenue 2020: $39,874Expenses 2020: $37,981Net Income 2020: $1,8932020Revenue 2021: $91,038Expenses 2021: $42,701Net Income 2021: $48,3372021Revenue 2022: $68,993Expenses 2022: $48,112Net Income 2022: $20,8812022Revenue 2023: $66,482Expenses 2023: $45,306Net Income 2023: $21,1762023Revenue 2024: $75,544Expenses 2024: $48,929Net Income 2024: $26,6152024

Highlighted filing

2017

Revenue$91,987
Expenses$47,595
Net Income$44,392
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 8, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$2,684-$2,684
Filing and Contact Details

Filer

Filer Name
Walter L Mcquiston Community Trust
EIN
42-6620053
Phone
6416738303
Address
124 S 1ST STREET, OSKALOOSA, IA 52577

Signing Officer

Name
Midwestone Bank
Title
Trustee
Phone
6416738303
Signed
2018-05-08
Discuss with paid preparer
Yes

Preparer

Firm
Td&t Cpas and Advisors Pc
Address
317 HIGH AVE E, OSKALOOSA, IA 52577-2823
Preparer
Darcee M Ayers CPA
Phone
6416722523
Raw XML Appendix300 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/CityNm0NEW SHARON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd050207
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt025000
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/AppliedToCurrentYearAmt028048
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt030472
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt02424
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt05302
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt087870
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt02424
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt090748
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt05302
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt085446
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt028048
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt090748
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt093172
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0310
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0620
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0310
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ROYALTIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OTHER DEDUCTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt08799
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt08799
OtherIncomeSchedule2/OtherIncomeDetail/Desc0REFUND
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01015
OtherIncreasesSchedule/OtherIncreasesDetail/Amt061649
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAIN
TaxesSchedule/TaxesDetail/Amt01541
TaxesSchedule/TaxesDetail/Amt16160
TaxesSchedule/TaxesDetail/CategoryTxt0STATE TAX WITHHELD
TaxesSchedule/TaxesDetail/CategoryTxt1ROYALTIES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt06160
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MIDWESTONE BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06416738303
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WALTER L MCQUISTON COMMUNITY TRUST
ReturnHeader/Filer/BusinessNameControlTxt0WALT
ReturnHeader/Filer/EIN0426620053
ReturnHeader/Filer/PhoneNum06416738303
ReturnHeader/Filer/USAddress/AddressLine1Txt0124 S 1ST STREET
ReturnHeader/Filer/USAddress/CityNm0OSKALOOSA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd052577
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0992E83F8B90DF5B4529726673504EEC70C9F5DD3
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId048FFB77D4616A23198CCEF00C1607D9269D3B27A
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.16.49
ReturnHeader/FilingSecurityInformation/IPDt02018-05-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm016:42:28
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0421029744
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TD&T CPAS AND ADVISORS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0317 HIGH AVE E
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OSKALOOSA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0525772823
ReturnHeader/PreparerPersonGrp/PhoneNum06416722523
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DARCEE M AYERS CPA
ReturnHeader/ReturnTs02018-05-09T16:42:28-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$630,784
Liabilities
$0
Net assets
$630,784
Revenue
$91,987
Expenses
$47,595
Net income
$44,392
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.20$0.00$6.20$0.76$0.49$0.27
2023Detailed filing. Detailed filing data is available for this year.$6.05$0.00$6.05$0.66$0.45$0.21
2022Detailed filing. Detailed filing data is available for this year.$5.63$0.00$5.63$0.69$0.48$0.21
2021Detailed filing. Detailed filing data is available for this year.$5.25$0.00$5.25$0.91$0.43$0.48
2020Detailed filing. Detailed filing data is available for this year.$4.93$0.00$4.93$0.40$0.38$0.02
2019Detailed filing. Detailed filing data is available for this year.$5.40$0.00$5.40$0.91$0.48$0.43
2018Detailed filing. Detailed filing data is available for this year.$5.07$0.00$5.07$1.02$0.52$0.50
2017Detailed filing. Detailed filing data is available for this year.$6.31$0.00$6.31$0.92$0.48$0.44
2016Detailed filing. Detailed filing data is available for this year.$5.25$0.00$5.25$0.87$0.42$0.45
2015Detailed filing. Detailed filing data is available for this year.$3.15$0.00$3.15$2.71$0.74$1.97
2014Summary only. Only limited summary data is available for this year.$1.18$0.00$0.00$1.07$1.07
2013Summary only. Only limited summary data is available for this year.$2.25$0.00$1.15$0.05$1.10
2012Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00