Civic Intelligence

William Irvine Home Trust

990PF • Fiscal year 2017 • EIN 83-0201660

Jun 01, 2016 to May 31, 2017 • Filed on Jul 05, 2017

Organization Profile
PO Box 1138Wheatland, WY 82201

(307) 322-5102

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.

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

6th percentile

-99%

Higher net margin than 6% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

78th percentile

$1,000

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 10.9% of source-year revenue.

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

40th percentile

-2.4%

Faster asset growth than 40% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

84th percentile

44%

Faster revenue growth than 84% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$369,574

Down $9,138 (-2.4%) from 2016

Net Assets

Down

$369,574

Down $9,138 (-2.4%) from 2016

Liabilities

Down

$0

Down $1 (-100%) from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin6th percentile

Revenue

Up

$9,215

Up $2,800 (+44%) from 2016

Expenses

Up

$18,353

Up $14,325 (+356%) from 2016

Net Income

Down

-$9,138

Down $11,525 (-483%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

$400K$300K$200K$100K$0-$100KAssets 2011: $399,246Liabilities 2011: -$6Net Assets 2011: $399,2522011Assets 2012: $380,788Liabilities 2012: $164Net Assets 2012: $380,6242012Assets 2013: $364,575Liabilities 2013: $185Net Assets 2013: $364,3902013Assets 2014: $367,233Liabilities 2014: $1Net Assets 2014: $367,2332014Assets 2015: $376,325Liabilities 2015: $1Net Assets 2015: $376,3252015Assets 2016: $378,712Liabilities 2016: $1Net Assets 2016: $378,7122016Assets 2017: $369,574Liabilities 2017: $0Net Assets 2017: $369,5742017Assets 2018: $358,386Liabilities 2018: $0Net Assets 2018: $358,3862018Assets 2019: $348,006Liabilities 2019: $0Net Assets 2019: $348,0062019Assets 2020: $340,064Liabilities 2020: $1Net Assets 2020: $340,0642020Assets 2021: $327,024Liabilities 2021: $1Net Assets 2021: $327,0242021Assets 2022: $320,818Liabilities 2022: $1Net Assets 2022: $320,8182022Assets 2023: $309,456Liabilities 2023: $1Net Assets 2023: $309,4562023Assets 2024: $302,934Liabilities 2024: $1Net Assets 2024: $302,9342024Assets 2025: $296,718Liabilities 2025: $0Net Assets 2025: $296,7182025

Highlighted filing

2017

Assets$369,574
Liabilities$0
Net Assets$369,574
Open 2017 Filing

Operations Trend

Revenue Growth84th percentile

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

$60K$40K$20K$0-$20KExpenses 2011: $39,7342011Expenses 2012: $43,6582012Revenue 2013: $21,856Expenses 2013: $38,090Net Income 2013: -$16,2342013Revenue 2014: $16,231Expenses 2014: $12,488Net Income 2014: $3,7432014Revenue 2015: $14,370Expenses 2015: $5,278Net Income 2015: $9,0922015Revenue 2016: $6,415Expenses 2016: $4,028Net Income 2016: $2,3872016Revenue 2017: $9,215Expenses 2017: $18,353Net Income 2017: -$9,1382017Revenue 2018: $13,059Expenses 2018: $24,247Net Income 2018: -$11,1882018Revenue 2019: $13,211Expenses 2019: $23,591Net Income 2019: -$10,3802019Revenue 2020: $15,078Expenses 2020: $23,019Net Income 2020: -$7,9412020Revenue 2021: $14,508Expenses 2021: $27,549Net Income 2021: -$13,0412021Revenue 2022: $17,900Expenses 2022: $24,106Net Income 2022: -$6,2062022Revenue 2023: $12,229Expenses 2023: $23,591Net Income 2023: -$11,3622023Revenue 2024: $17,771Expenses 2024: $24,293Net Income 2024: -$6,5222024Revenue 2025: $18,566Expenses 2025: $24,782Net Income 2025: -$6,2162025

Highlighted filing

2017

Revenue$9,215
Expenses$18,353
Net Income-$9,138
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2016 to May 31, 2017
Signed
Jul 5, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TIM WEAVERTrustee-$1,000-$1,000
JASON IRVINETrustee-$1,000-$1,000
STEPHEN C SHOCKLEYTrustee-$1,000-$1,000
Filing and Contact Details

Filer

Filer Name
William Irvine Home Trust
EIN
83-0201660
Phone
3073225102
Address
PO BOX 1138, WHEATLAND, WY 82201

Signing Officer

Name
Jason Irvine
Title
Trustee
Phone
3073225102
Signed
2017-07-05
Discuss with paid preparer
Yes

Preparer

Firm
Weaver & McGuire
Address
PO BOX 144, WHEATLAND, WY 82201
Preparer
Tim a Weaver
Phone
3073225102
Raw XML Appendix322 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
CashDeemedCharitableExplnStmt/ShortExplanationTxt0$165,000.00 OF THE CASH WAS BEING HELD TO FINISH PAYING FOR THE NEW TRIPLEX
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt02016-09-26
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt12016-09-12
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt0SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt1200DB
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt0245533
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt17489
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt05758
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt11498
DepreciationSchedule/DepreciationPropertyGrp/LifeRt027.50
DepreciationSchedule/DepreciationPropertyGrp/LifeRt15.00
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc0WM IRVINE HOME
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc1FURNITURE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt02676
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt089999
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm01118 SHS XOM
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt09215
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt03000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt03000
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
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IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0369574
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0378712
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt076
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/FMVAssetsEOYAmt0456897
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0189241
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt094762
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JASON IRVINE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2STEPHEN C SHOCKLEY
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IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
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IRS990PF/StatementsRegardingActyGrp/PhoneNum03073225102
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0true
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0PROVIDE HOME FOR ELDERLY MEN. MOVED INTO NEWHOUSING IN SEPT. 2016
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt010386
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt00
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses3Amt00
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses4Amt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0WM IRVINE HOME
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0P O BOX 1138
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0WHEATLAND
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0WY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd082201
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0N/A THE ORGANIZATION DOES NOT MAKE ANY CONTRIBUTIONS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
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/DistributableAsAdjustedAmt010386
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt03169
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt03841
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt011659
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt036561
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt042101
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt042101
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt065616
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt010386
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt03169
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt03841
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt011659
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt036561
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt010386
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt010386
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0107717
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt097331
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt010386
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0JONES,VINES, & HUNKINS LEGAL CONSULTING
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0600
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OFFICE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1REPAIRS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2UTILITIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt084
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1907
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt26314
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt084
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1907
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt26314
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt04692
OtherIncomeSchedule2/OtherIncomeDetail/Desc0ROOM
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt04692
TaxesSchedule/TaxesDetail/Amt081
TaxesSchedule/TaxesDetail/Amt1111
TaxesSchedule/TaxesDetail/CategoryTxt0PROPERTY
TaxesSchedule/TaxesDetail/CategoryTxt1INCOME
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt081
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0111
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JASON IRVINE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03073225102
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-07-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILLIAM IRVINE HOME TRUST
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0830201660
ReturnHeader/Filer/PhoneNum03073225102
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1138
ReturnHeader/Filer/USAddress/CityNm0WHEATLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WY
ReturnHeader/Filer/USAddress/ZIPCd082201
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0C50A4FA02420DF385DBF31359F9A3580E6BF424A
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C50A4FA02420DF385DBF31359F9A3580E6BF424A
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0192.122.212.130
ReturnHeader/FilingSecurityInformation/IPDt02017-08-01
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm015:47:59
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Weaver & McGuire
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 144
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WHEATLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd082201
ReturnHeader/PreparerPersonGrp/PhoneNum03073225102
ReturnHeader/PreparerPersonGrp/PreparationDt02017-08-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TIM A WEAVER
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-08-01T15:48:13-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-06-01
ReturnHeader/TaxPeriodEndDt02017-05-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$369,574
Liabilities
$0
Net assets
$369,574
Revenue
$9,215
Expenses
$18,353
Net income
-$9,138
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.97$0.00$2.97$0.19$0.25$0.06
2024Detailed filing. Detailed filing data is available for this year.$3.03$0.00$3.03$0.18$0.24$0.07
2023Detailed filing. Detailed filing data is available for this year.$3.09$0.00$3.09$0.12$0.24$0.11
2022Detailed filing. Detailed filing data is available for this year.$3.21$0.00$3.21$0.18$0.24$0.06
2021Detailed filing. Detailed filing data is available for this year.$3.27$0.00$3.27$0.15$0.28$0.13
2020Detailed filing. Detailed filing data is available for this year.$3.40$0.00$3.40$0.15$0.23$0.08
2019Detailed filing. Detailed filing data is available for this year.$3.48$0.00$3.48$0.13$0.24$0.10
2018Detailed filing. Detailed filing data is available for this year.$3.58$0.00$3.58$0.13$0.24$0.11
2017Detailed filing. Detailed filing data is available for this year.$3.70$0.00$3.70$0.09$0.18$0.09
2016Detailed filing. Detailed filing data is available for this year.$3.79$0.00$3.79$0.06$0.04$0.02
2015Detailed filing. Detailed filing data is available for this year.$3.76$0.00$3.76$0.14$0.05$0.09
2014Detailed filing. Detailed filing data is available for this year.$3.67$0.00$3.67$0.16$0.12$0.04
2013Detailed filing. Detailed filing data is available for this year.$3.65$0.00$3.64$0.22$0.38$0.16
2012Detailed filing. Detailed filing data is available for this year.$3.81$0.00$3.81$0.44
2011Detailed filing. Detailed filing data is available for this year.$3.99$0.00$3.99$0.40