Civic Intelligence

White River Valley School District Veba

990 • Fiscal year 2021 • EIN 45-4669144

Mar 01, 2020 to Feb 28, 2021 • Filed on Jun 25, 2021

Organization ProfileN/A
PO Box 1470Switz City, IN 47465

(812) 659-1424

Siviq Scores

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

Liabilities / Assets

43rd percentile

0.00x

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

2021 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

45th percentile

0.00x

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

2021 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2021

Net Margin

8th percentile

-64%

Higher net margin than 8% of similar nonprofits.

2021 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2021

Asset Growth

74th percentile

15%

Faster asset growth than 74% of similar nonprofits.

2021 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

10th percentile

-35%

Faster revenue growth than 10% of similar nonprofits.

2021 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$1,995,106

Up $262,067 (+15%) from 2020

Net Assets

Up

$1,995,106

Up $262,067 (+15%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue45th percentileNet Margin8th percentile

Revenue

Down

$93,278

Down $50,953 (-35%) from 2020

Expenses

Down

$152,545

Down $12,771 (-7.7%) from 2020

Net Income

Down

-$59,267

Down $38,182 (-181%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth74th percentile

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

$3.0M$2.0M$1.0M$0Assets 2012: $1,889,891Liabilities 2012: $0Net Assets 2012: $1,889,8912012Assets 2014: $2,301,396Liabilities 2014: $0Net Assets 2014: $2,301,3962014Assets 2015: $2,237,937Liabilities 2015: $0Net Assets 2015: $2,237,9372015Assets 2016: $1,851,805Liabilities 2016: $0Net Assets 2016: $1,851,8052016Assets 2017: $1,859,786Liabilities 2017: $0Net Assets 2017: $1,859,7862017Assets 2018: $1,855,148Liabilities 2018: $0Net Assets 2018: $1,855,1482018Assets 2019: $1,784,680Liabilities 2019: $0Net Assets 2019: $1,784,6802019Assets 2020: $1,733,039Liabilities 2020: $0Net Assets 2020: $1,733,0392020Assets 2021: $1,995,106Liabilities 2021: $0Net Assets 2021: $1,995,1062021Assets 2022: $1,940,902Liabilities 2022: $0Net Assets 2022: $1,940,9022022Assets 2023: $1,715,808Liabilities 2023: $0Net Assets 2023: $1,715,8082023Assets 2024: $1,868,529Liabilities 2024: $0Net Assets 2024: $1,868,5292024Assets 2025: $1,934,632Liabilities 2025: $0Net Assets 2025: $1,934,6322025

Highlighted filing

2021

Assets$1,995,106
Liabilities$0
Net Assets$1,995,106
Open 2021 Filing

Operations Trend

Revenue Growth10th percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2012: $1,935,398Expenses 2012: $45,507Net Income 2012: $1,889,8912012Revenue 2014: $110,585Expenses 2014: $181,679Net Income 2014: -$71,0942014Revenue 2015: $140,582Expenses 2015: $230,605Net Income 2015: -$90,0232015Revenue 2016: $102,672Expenses 2016: $267,497Net Income 2016: -$164,8252016Revenue 2017: $71,571Expenses 2017: $251,167Net Income 2017: -$179,5962017Revenue 2018: $106,817Expenses 2018: $207,464Net Income 2018: -$100,6472018Revenue 2019: $160,895Expenses 2019: $145,624Net Income 2019: $15,2712019Revenue 2020: $144,231Expenses 2020: $165,316Net Income 2020: -$21,0852020Revenue 2021: $93,278Expenses 2021: $152,545Net Income 2021: -$59,2672021Revenue 2022: $243,758Expenses 2022: $166,115Net Income 2022: $77,6432022Revenue 2023: $129,180Expenses 2023: $105,168Net Income 2023: $24,0122023Revenue 2024: $67,726Expenses 2024: $94,480Net Income 2024: -$26,7542024Revenue 2025: $653,774Expenses 2025: $100,934Net Income 2025: $552,8402025

Highlighted filing

2021

Revenue$93,278
Expenses$152,545
Net Income-$59,267
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Mar 1, 2020 to Feb 28, 2021
Signed
Jun 25, 2021
Return Version
2020v4.1
Gross Receipts
$250,880
Mission and Program Overview

Mission

To fund reimbursement of medical expenses under a health reimbursement arrangement

To fund reimbursement of medical expenses under a health reimbursement arrangement.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$1,733,039$1,995,106▲ $262,067
Investments in Publicly Traded Securities$1,330,048$1,974,964▲ $644,916
Savings and Temporary Cash Investments$402,991$0▼ $402,991
Cash and Non-Interest-Bearing Accounts-$20,142-
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$1,733,039$1,995,106▲ $262,067
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,733,039$1,995,106▲ $262,067
Total Liabilities and Net Assets / Fund Balance$1,733,039$1,995,106▲ $262,067
Compensation and Service Providers
Top Officer Pay55th percentile

Board Members and Trustees

NameTitle
-Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$93,278
Other Revenue
$0
Change in Net Assets
$-59,267
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$6,885
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$145,660
Fees for Service Investment Mgmnt Fees---$3,542
Fees for Services Accounting---$3,343
Total Functional Expenses$0$0$0$152,545
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
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 7B

“The trustee, which is the governing body of the trust, is a directed trustee who takes certain direction regarding the trust from the plan administrator (or its designee) and the members.”

Form 990, Part VI, Section A, Line 8A

“THERE WERE NO MEETINGS.”

Form 990, Part VI, Section A, Line 8B

“THERE ARE NO COMMITTEES.”

Form 990, Part VI, Section B, Line 11B

“The trustee reviews the form 990 based upon the financial records for the organization and executes it.”

Form 990, Part VI, Section C, Line 19

“The organization makes governing documents and financial statements available to the public upon written request to the organization. The information is then mailed to the requesting party.”

Filing and Contact Details

Filer

Filer Name
White River Valley School District
EIN
45-4669144
Phone
8126591424
Address
PO BOX 1470, SWITZ CITY, IN 47465

Signing Officer

Name
Principal Trust Company
Title
Trustee
Phone
8002096011
Signed
2021-06-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Principal Trust Company
Formed
2011
Legal Domicile
In
Voting Board Members
1
Independent Board Members
1
Employees
0
Volunteers
0

Preparer

Firm
Cliftonlarsonallen Llp
Address
8215 GREENWAY BOULEVARD SUITE 600, MIDDLETON, WI 53562
Preparer
Kimberly Anderson
Phone
6086628600
Raw XML Appendix241 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
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO FUND REIMBURSEMENT OF MEDICAL EXPENSES UNDER A HEALTH REIMBURSEMENT ARRANGEMENT.
IRS990/BenefitsToMembersGrp/TotalAmt0145660
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0PRINCIPAL TRUST COMPANY
IRS990/BooksInCareOfDetail/PhoneNum08002096011
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01013 CENTRE ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0WILMINGTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0DE
IRS990/BooksInCareOfDetail/USAddress/ZIPCd019805
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt01733039
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt01995106
IRS990/CashNonInterestBearingGrp/EOYAmt020142
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt0145660
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt093278
IRS990/CYOtherExpensesAmt06885
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-59267
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0152545
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt093278
IRS990/DecisionsSubjectToApprovaInd01
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0HEALTH REIMBURSEMENT ARRANGEMENT BY ORGANIZATION HAD APPROXIMATELY 30 PARTICIPANTS WHO RECEIVED MEDICAL CARE IN THE AMOUNT OF $145,660.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt03343
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt03542
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0PRINCIPAL TRUST COMPANY
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02011
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt025427
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0183029
IRS990/GrossReceiptsAmt0250880
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt01
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt067851
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt067851
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01330048
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01974964
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0IN
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0157602
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd00
IRS990/MissionDesc0TO FUND REIMBURSEMENT OF MEDICAL EXPENSES UNDER A HEALTH REIMBURSEMENT ARRANGEMENT
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01733039
IRS990/NetAssetsOrFundBalancesEOYAmt01995106
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt025427
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt025427
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0321334
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd01
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0PRINCIPAL TRUST COMPANY
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt0154630
IRS990/PYContributionsGrantsAmt048250
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt095981
IRS990/PYOtherExpensesAmt010686
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-21085
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0165316
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0144231
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-59267
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0402991
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990/ScheduleBRequiredInd00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TRUSTEE, WHICH IS THE GOVERNING BODY OF THE TRUST, IS A DIRECTED TRUSTEE WHO TAKES CERTAIN DIRECTION REGARDING THE TRUST FROM THE PLAN ADMINISTRATOR (OR ITS DESIGNEE) AND THE MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THERE WERE NO MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THERE ARE NO COMMITTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE TRUSTEE REVIEWS THE FORM 990 BASED UPON THE FINANCIAL RECORDS FOR THE ORGANIZATION AND EXECUTES IT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION MAKES GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST TO THE ORGANIZATION. THE INFORMATION IS THEN MAILED TO THE REQUESTING PARTY.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01733039
IRS990/TotalAssetsEOYAmt01995106
IRS990/TotalAssetsGrp/BOYAmt01733039
IRS990/TotalAssetsGrp/EOYAmt01995106
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0152545
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01733039
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01995106
IRS990/TotalOtherCompensationAmt00
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt093278
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt093278
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01733039
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01995106
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01013 CENTRE ROAD
IRS990/USAddress/CityNm0WILMINGTON
IRS990/USAddress/StateAbbreviationCd0DE
IRS990/USAddress/ZIPCd019805
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PRINCIPAL TRUST COMPANY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08002096011
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-06-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WHITE RIVER VALLEY SCHOOL DISTRICT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0VEBA HEALTH SAVINGS TRUST
ReturnHeader/Filer/BusinessNameControlTxt0WHIT
ReturnHeader/Filer/EIN0454669144
ReturnHeader/Filer/PhoneNum08126591424
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1470
ReturnHeader/Filer/USAddress/CityNm0SWITZ CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd047465
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08215 GREENWAY BOULEVARD SUITE 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MIDDLETON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053562
ReturnHeader/PreparerPersonGrp/PhoneNum06086628600
ReturnHeader/PreparerPersonGrp/PreparationDt02021-06-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KIMBERLY ANDERSON
ReturnHeader/ReturnTs02021-06-30T15:43:49-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PRINCIPAL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0TRUST COMPANY
ReturnHeader/TaxPeriodBeginDt02020-03-01
ReturnHeader/TaxPeriodEndDt02021-02-28
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,995,106
Liabilities
$0
Net assets
$1,995,106
Revenue
$93,278
Expenses
$152,545
Net income
-$59,267
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.93$0.65$0.10$0.55
2024Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$0.07$0.09$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$0.13$0.11$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.94$0.00$1.94$0.24$0.17$0.08
2021Detailed filing. Detailed filing data is available for this year.$2.00$0.00$2.00$0.09$0.15$0.06
2020Summary only. Only limited summary data is available for this year.$1.73$0.00$1.73$0.14$0.17$0.02
2019Summary only. Only limited summary data is available for this year.$1.78$0.00$1.78$0.16$0.15$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$0.11$0.21$0.10
2017Summary only. Only limited summary data is available for this year.$1.86$0.00$1.86$0.07$0.25$0.18
2016Summary only. Only limited summary data is available for this year.$1.85$0.00$1.85$0.10$0.27$0.16
2015Summary only. Only limited summary data is available for this year.$2.24$0.00$2.24$0.14$0.23$0.09
2014Summary only. Only limited summary data is available for this year.$2.30$0.00$2.30$0.11$0.18$0.07
2012Summary only. Only limited summary data is available for this year.$1.89$0.00$1.89$1.94$0.05$1.89