Civic Intelligence

Wallace & Panzer Trust

990PF • Fiscal year 2022 • EIN 47-6162473

Jan 01, 2022 to Dec 31, 2022 • Filed on Jul 19, 2023

Organization Profile
300 E 8th StGordon, NE 69343-1123

(308) 282-1442

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Net Margin

99th percentile

100%

Higher net margin than 99% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

52nd percentile

0.1%

Faster asset growth than 52% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

13th percentile

-50%

Faster revenue growth than 13% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$84,167

Up $120 (+0.1%) from 2021

Net Assets

Up

$84,167

Up $120 (+0.1%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin99th percentile

Revenue

Down

$120

Down $120 (-50%) from 2021

Expenses

Flat

$0

Flat from 2021

Net Income

Down

$120

Down $120 (-50%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

$100K$50K$0Assets 2010: $80,000Liabilities 2010: $0Net Assets 2010: $80,0002010Assets 2011: $80,000Liabilities 2011: $0Net Assets 2011: $80,0002011Assets 2012: $80,000Liabilities 2012: $0Net Assets 2012: $80,0002012Assets 2013: $80,000Liabilities 2013: $0Net Assets 2013: $80,0002013Assets 2014: $80,000Liabilities 2014: $0Net Assets 2014: $80,0002014Assets 2015: $80,000Liabilities 2015: $0Net Assets 2015: $80,0002015Assets 2016: $80,000Liabilities 2016: $5Net Assets 2016: $79,9952016Assets 2018: $80,804Liabilities 2018: $0Net Assets 2018: $80,8042018Assets 2019: $82,420Liabilities 2019: $02019Assets 2020: $83,877Liabilities 2020: $0Net Assets 2020: $83,8772020Assets 2021: $84,047Liabilities 2021: $0Net Assets 2021: $84,0472021Assets 2022: $84,167Liabilities 2022: $0Net Assets 2022: $84,1672022Assets 2023: $86,645Liabilities 2023: $0Net Assets 2023: $86,6452023Assets 2024: $90,337Liabilities 2024: $0Net Assets 2024: $90,3372024

Highlighted filing

2022

Assets$84,167
Liabilities$0
Net Assets$84,167
Open 2022 Filing

Operations Trend

Revenue Growth13th percentile

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

$4.0K$3.0K$2.0K$1.0K$0-$1.0KExpenses 2010: $1,1282010Expenses 2011: $8852011Expenses 2012: $5632012Revenue 2013: $481Expenses 2013: $481Net Income 2013: $02013Revenue 2014: $401Expenses 2014: $401Net Income 2014: $02014Revenue 2015: $401Expenses 2015: $401Net Income 2015: $02015Revenue 2016: $402Expenses 2016: $407Net Income 2016: -$52016Revenue 2018: $804Expenses 2018: $0Net Income 2018: $8042018Revenue 2019: $1,616Expenses 2019: $0Net Income 2019: $1,6162019Revenue 2020: $1,457Expenses 2020: $0Net Income 2020: $1,4572020Revenue 2021: $240Expenses 2021: $0Net Income 2021: $2402021Revenue 2022: $120Expenses 2022: $0Net Income 2022: $1202022Revenue 2023: $2,478Expenses 2023: $0Net Income 2023: $2,4782023Revenue 2024: $3,692Expenses 2024: $0Net Income 2024: $3,6922024

Highlighted filing

2022

Revenue$120
Expenses$0
Net Income$120
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Jul 19, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CASSIE BANKSTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Wallace & Panzer Trust
EIN
47-6162473
In Care Of
% CASSIE BANKS
Address
300 E 8TH ST, GORDON, NE 69343-1123

Signing Officer

Name
Cassie Banks
Title
Trustee
Signed
2023-07-19
Raw XML Appendix329 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/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt04139
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt082786
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt084047
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0CASSIE BANKS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0120 N PINE ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0GORDON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd069343
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt00
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt00
IRS990PF/PFQualifyingDistributionsGrp/SetAsideCashDistriTestAmt00
IRS990PF/PFQualifyingDistributionsGrp/SetAsideSuitabilityTestAmt00
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/UncorrectedPriorActsInd0false
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/IndividualWithBooksNm0CASSIE BANKS
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0120 N PINE ST
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0GORDON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd069343
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum03082821442
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt04137
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt03807
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt03807
IRS990PF/UndistributedIncomeGrp/Taxable2Amt04047
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt03807
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt04137
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt04047
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0CASSIE BANKS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-07-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WALLACE & PANZER TRUST
ReturnHeader/Filer/BusinessNameControlTxt0WALL
ReturnHeader/Filer/EIN0476162473
ReturnHeader/Filer/ForeignPhoneNum03082820401
ReturnHeader/Filer/InCareOfNm0% CASSIE BANKS
ReturnHeader/Filer/USAddress/AddressLine1Txt0300 E 8TH ST
ReturnHeader/Filer/USAddress/CityNm0GORDON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NE
ReturnHeader/Filer/USAddress/ZIPCd0693431123
ReturnHeader/ReturnTs02023-07-19T03:38:30-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$84,167
Liabilities
$0
Net assets
$84,167
Revenue
$120
Expenses
$0
Net income
$120
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$90.3$0.00$90.3$3.69$0.00$3.69
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$86.6$0.00$86.6$2.48$0.00$2.48
2022Detailed filing. Detailed filing data is available for this year.$84.2$0.00$84.2$0.12$0.00$0.12
2021Detailed filing. Detailed filing data is available for this year.$84.0$0.00$84.0$0.24$0.00$0.24
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$83.9$0.00$83.9$1.46$0.00$1.46
2019Summary only. Only limited summary data is available for this year.$82.4$0.00$1.62$0.00$1.62
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$80.8$0.00$80.8$0.80$0.00$0.80
2016Detailed filing. Detailed filing data is available for this year.$80.0$0.01$80.0$0.40$0.41$0.01
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$80.0$0.00$80.0$0.40$0.40$0.00
2014Detailed filing. Detailed filing data is available for this year.$80.0$0.00$80.0$0.40$0.40$0.00
2013Detailed filing. Detailed filing data is available for this year.$80.0$0.00$80.0$0.48$0.48$0.00
2012Detailed filing. Detailed filing data is available for this year.$80.0$0.00$80.0$0.56
2011Detailed filing. Detailed filing data is available for this year.$80.0$0.00$80.0$0.89
2010Detailed filing. Detailed filing data is available for this year.$80.0$0.00$80.0$1.13