Civic Intelligence

Walter L Mcquiston Community Trust

990PF • Fiscal year 2020 • EIN 42-6620053

Jan 01, 2020 to Dec 31, 2020 • Filed on Mar 03, 2021

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

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

51st percentile

4.7%

Higher net margin than 51% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

84th percentile

$8,756

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 22.0% of source-year revenue.

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

28th percentile

-8.7%

Faster asset growth than 28% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

19th percentile

-56%

Faster revenue growth than 19% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$492,977

Down $46,893 (-8.7%) from 2019

Net Assets

Down

$492,977

Down $46,893 (-8.7%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin51st percentile

Revenue

Down

$39,874

Down $51,154 (-56%) from 2019

Expenses

Down

$37,981

Down $9,753 (-20%) from 2019

Net Income

Down

$1,893

Down $41,401 (-96%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth28th 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

2020

Assets$492,977
Liabilities$0
Net Assets$492,977
Open 2020 Filing

Operations Trend

Revenue Growth19th 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

2020

Revenue$39,874
Expenses$37,981
Net Income$1,893
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Mar 3, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$4,378$4,378$8,756
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
2021-03-03

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 Appendix286 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/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt025643
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt025643
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt06788
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt08065
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt05302
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt023056
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt02901
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt06788
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt08065
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt05302
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt028544
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt02901
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt023056
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt020155
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01265
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt01265
OtherDecreasesSchedule/OtherDecreasesDetail/Amt048786
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0UNREALIZED LOSS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ROYALTIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OTHER DEDUCTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt03102
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03102
OtherIncomeSchedule2/OtherIncomeDetail/Desc0STATE TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/Desc1GRANT REFUND
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0987
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1753
TaxesSchedule/TaxesDetail/Amt0379
TaxesSchedule/TaxesDetail/Amt1724
TaxesSchedule/TaxesDetail/Amt2433
TaxesSchedule/TaxesDetail/CategoryTxt0STATE TAX WITHHELD
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt2ROYALTIES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0433
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MIDWESTONE BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03192485146
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-03-03
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/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/PreparationDt02021-03-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DARCEE M AYERS CPA
ReturnHeader/ReturnTs02021-03-05T15:47:07-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SANDRA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MORROW
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$492,977
Liabilities
$0
Net assets
$492,977
Revenue
$39,874
Expenses
$37,981
Net income
$1,893
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