Civic Intelligence

Walter L Mcquiston Community Trust

990PF • Fiscal year 2019 • EIN 42-6620053

Jan 01, 2019 to Dec 31, 2019 • Filed on May 18, 2020

Organization Profile
PO Box 1700Iowa City, IA 52244

(319) 248-5146

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

38th percentile

0.00x

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Net Margin

89th percentile

48%

Higher net margin than 89% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

57th percentile

$3,992

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 4.4% of source-year revenue.

2019 filings • $500k-$1M nonprofits • Source year 2019

Asset Growth

62nd percentile

6.4%

Faster asset growth than 62% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

25th percentile

-11%

Faster revenue growth than 25% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets38th percentile

Assets

Up

$539,870

Up $32,432 (+6.4%) from 2018

Net Assets

Up

$539,870

Up $32,432 (+6.4%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin89th percentile

Revenue

Down

$91,028

Down $11,431 (-11%) from 2018

Expenses

Down

$47,734

Down $4,681 (-8.9%) from 2018

Net Income

Down

$43,294

Down $6,750 (-13%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth62nd 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

2019

Assets$539,870
Liabilities$0
Net Assets$539,870
Open 2019 Filing

Operations Trend

Revenue Growth25th 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

2019

Revenue$91,028
Expenses$47,734
Net Income$43,294
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 18, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$3,992-$3,992
Filing and Contact Details

Filer

Filer Name
Walter L Mcquiston Community Trust
EIN
42-6620053
Phone
3192485146
Address
PO BOX 1700, IOWA CITY, IA 52244

Signing Officer

Name
Midwestone Bank
Title
Trustee
Phone
3192485146
Signed
2020-05-18

Preparer

Firm
Tdt Cpas and Advisors Pc
Address
317 HIGH AVE E, OSKALOOSA, IA 52577-2823
Preparer
Darcee M Ayers CPA
Phone
6416722523
Raw XML Appendix303 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.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt02700
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt01350
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01350
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0FIXED INCOME MUTUAL FUND
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt0141749
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt0143025
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0210802
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0237053
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0EQUITY MUTUAL FUNDS
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt0156842
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt0MINERAL INTEREST
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt0156842
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt0156842
IRS990PF/AddressChangeInd0X
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt08744
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt034167
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0426
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionAmt036368
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionCd016
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0STATE TAX REFUND
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt01780
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd01
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt081485
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt081485
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01350
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01350
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02700
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt034167
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt01996
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt01996
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt03992
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt029600
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt029600
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt08744
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt08744
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt043294
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt045911
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt045911
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0230279
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0426
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0426
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt034167
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt076359
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt036368
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt06661
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt06661
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt01780
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt02882
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt04781
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt032946
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt012889
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt047734
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt089248
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt091028
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt03346
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt012889
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt018134
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02019-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12019-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0157369
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt138743
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt025200
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11943
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt025200
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11943
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0182569
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt140686
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0LONG TERM CAPITAL GAINS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1SHORT TERM CAPITAL GAINS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt034167
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt027143
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt043294
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt010862
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0550732
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0507438
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0539870
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt026158
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt026158
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt026158
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt026922
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0764
IRS990PF/DistributableAmountGrp/TotalTaxAmt0764
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt076
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0840
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0764
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt076
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0764
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0764
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0840
IRS990PF/FMVAssetsEOYAmt0567397
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt01771
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt04641
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt01771
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt01771
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0128057
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0141749
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0143025
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0181317
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0210802
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0237053
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt0156842
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsBOYAmt0167704
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt0156842
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYFMVAmt0156842
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0507438
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0539870
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt025719
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt028706
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt028706
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0507438
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0539870
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0567397
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0507438
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0539870
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0507438
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0539870
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0546639
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0389797
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt08200
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0156842
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt026922
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0538439
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0546639
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt0MIDWESTONE BANK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt03992
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 1700
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0IOWA CITY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0IA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd052244
IRS990PF/Organization4947a1TrtdPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt023517
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt024281
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt032069
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt027318
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt028759
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt02043
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.043676
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.062469
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.043776
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.058748
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.009709
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0764
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0538439
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0513361
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0624045
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0489533
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0210431
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt032946
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.174702
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt032182
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt032946
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0764
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt032946
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 1700
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0IOWA CITY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd052244
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0SANDRA MORROW
IRS990PF/StatementsRegardingActyGrp/PhoneNum03192485146
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0PER ORGANIZTIONAL DOCUMENT, THE ORGANIZATION'S MISSION IS TO SUPPORT THE COMMUNITY OF OSKALOOSA AND SURROUNDING COMMUNITIES. GRANT WAS GIVEN IN THE CURRENT YEAR TO MAHASKA COUNTY COMMUNITY EMERGENCY RESPONSE TEAM.
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt029600
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0PROJECT 1
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0MAHASKA CTY COMM EMERGENCY RESPONSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0GOV
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0214 HIGH AVE E
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0OSKALOOSA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd052577
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt029600
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/AppliedToCurrentYearAmt026158
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt026158
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt08065
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt05302
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt085446
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt085446
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt020155
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt06788
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt08065
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt05302
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt032946
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt06788
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0105601
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt098813
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt010862
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0UNREALIZED LOSS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ROYALTIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OTHER DEDUCTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt06661
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt06661
OtherIncomeSchedule2/OtherIncomeDetail/Desc0STATE TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01780
TaxesSchedule/TaxesDetail/Amt0987
TaxesSchedule/TaxesDetail/Amt1912
TaxesSchedule/TaxesDetail/Amt22882
TaxesSchedule/TaxesDetail/CategoryTxt0STATE TAX WITHHELD
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt2ROYALTIES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt02882
ReturnHeader/BuildTS02020-11-06 18:47:13Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MIDWESTONE BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03192485146
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WALTER L MCQUISTON COMMUNITY TRUST
ReturnHeader/Filer/BusinessNameControlTxt0WALT
ReturnHeader/Filer/EIN0426620053
ReturnHeader/Filer/PhoneNum03192485146
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1700
ReturnHeader/Filer/USAddress/CityNm0IOWA CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd052244
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId030A3AC32C43CC14755240E8139B266A126685CAA
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId03C3A7537566AA79E2910B1248B724DF844E471BB
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt052.37.240.203
ReturnHeader/FilingSecurityInformation/IPDt02020-05-21
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm016:37:27
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0421029744
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TDT 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/PreparationDt02020-05-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DARCEE M AYERS CPA
ReturnHeader/ReturnTs02020-05-21T16:37:27-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$539,870
Liabilities
$0
Net assets
$539,870
Revenue
$91,028
Expenses
$47,734
Net income
$43,294
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