Civic Intelligence

Walter L Mcquiston Community Trust

990PF • Fiscal year 2023 • EIN 42-6620053

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 03, 2024

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

40th percentile

0.00x

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

40th percentile

0.00x

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Net Margin

82nd percentile

32%

Higher net margin than 82% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

61st percentile

$6,016

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 9.0% of source-year revenue.

2023 filings • $500k-$1M nonprofits • Source year 2023

Asset Growth

64th percentile

7.5%

Faster asset growth than 64% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

33rd percentile

-3.6%

Faster revenue growth than 33% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets40th percentile

Assets

Up

$605,270

Up $42,409 (+7.5%) from 2022

Net Assets

Up

$605,270

Up $42,409 (+7.5%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue40th percentileNet Margin82nd percentile

Revenue

Down

$66,482

Down $2,511 (-3.6%) from 2022

Expenses

Down

$45,306

Down $2,806 (-5.8%) from 2022

Net Income

Up

$21,176

Up $295 (+1.4%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth64th 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

2023

Assets$605,270
Liabilities$0
Net Assets$605,270
Open 2023 Filing

Operations Trend

Revenue Growth33rd 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

2023

Revenue$66,482
Expenses$45,306
Net Income$21,176
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 3, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay61st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$6,016-$6,016
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
2024-04-03

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 Appendix282 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/Amt02200
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt01100
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01100
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0FIXED INCOME MUTUAL FUND
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt0186911
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt0182800
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0265271
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0294922
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0EQUITY MUTUAL FUNDS
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt0129955
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt0MINERAL INTEREST
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt0129955
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt0129955
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt012842
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt08572
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt01121
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionAmt034097
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionCd016
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0STATE TAX REFUND
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt01332
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd01
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt057964
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt057964
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01100
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01100
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02200
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt08572
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt04512
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt01504
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt06016
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt027100
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt027100
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt012842
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt012842
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt021176
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt042615
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt042615
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0129729
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt01121
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt01121
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt08572
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt054028
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt034097
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt05822
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt05822
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt01332
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt02696
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt04168
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt032712
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt011122
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt045306
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt065150
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt066482
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt05612
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt011122
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt018206
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02023-02-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12019-09-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt09334
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1111823
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt055
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt14138
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt055
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt14138
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt09389
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1115961
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SHORT TERM SECURITY SALES COVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1LONG TERM SECURITY SALES COVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02023-11-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12023-11-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt08572
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt055
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt021176
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt021233
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0605270
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0562861
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0605270
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt028149
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt028149
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt028149
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt028900
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0751
IRS990PF/DistributableAmountGrp/TotalTaxAmt0751
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt089
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0840
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0751
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt089
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0751
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0751
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0840
IRS990PF/FMVAssetsEOYAmt0630810
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt02058
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt03494
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt02058
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt02058
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0177185
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0186911
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0182800
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0231771
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0265271
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0294922
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt0129955
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsBOYAmt0108722
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt0129955
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYFMVAmt0129955
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0562861
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0605270
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt041689
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt021075
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt021075
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0562861
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0605270
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0630810
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0562861
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0605270
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0562861
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0605270
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0586799
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt031383
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0446694
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt08802
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0108722
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt028900
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0577997
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0586799
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt0MIDWESTONE BANK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt06016
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/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt032712
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt032712
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
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/TransferAstDisqualifiedPrsnInd0true
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/NECTFilingInLieuOFForm1041Ind0X
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. GRANTS WERE GIVEN IN THE CURRENT YEAR TO MAHASKA COUNTY CONSERVATION BOARD FOR MAMMOTH CLIMBING STRUCTURE FOR THE NATURAL PLAYSCAPE AND AMPHITHEATER PROJECT.
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt027100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0PLAYSCAPE AT MAMMOTH LEARN CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0MAHASKA COUNTY CONSERVATION BOARD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0GOV
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02342 HWY 92
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0OSKALOOSA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd052577
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt027100
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/AppliedToCurrentYearAmt028149
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt028149
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt05785
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt02097
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt02901
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt06788
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt08065
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt08065
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt022134
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt04563
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt05785
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt02097
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt02901
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt06788
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt032712
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt04563
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt030199
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt025636
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ROYALTIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OTHER DEDUCTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt05822
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt05822
OtherIncomeSchedule2/OtherIncomeDetail/Desc0STATE TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01332
OtherIncreasesSchedule/OtherIncreasesDetail/Amt021233
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAIN
TaxesSchedule/TaxesDetail/Amt0916
TaxesSchedule/TaxesDetail/Amt1556
TaxesSchedule/TaxesDetail/Amt22696
TaxesSchedule/TaxesDetail/CategoryTxt0STATE TAX WITHHELD
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAX
TaxesSchedule/TaxesDetail/CategoryTxt2ROYALTIES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt02696
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MIDWESTONE BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03192485146
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-03
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/IRSResponsiblePrtyInfoCurrInd0false
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/PreparationDt02024-04-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DARCEE M AYERS CPA
ReturnHeader/ReturnTs02024-04-04T11:24:10-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SANDRA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MORROW
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$605,270
Liabilities
$0
Net assets
$605,270
Revenue
$66,482
Expenses
$45,306
Net income
$21,176
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