Civic Intelligence

William Irvine Home Trust

990PF • Fiscal year 2023 • EIN 83-0201660

Jun 01, 2022 to May 31, 2023 • Filed on Aug 02, 2023

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

60th percentile

0.00x

Higher debt load relative to assets than 60% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

61st percentile

0.00x

Higher debt load relative to revenue than 61% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

9th percentile

-93%

Higher net margin than 9% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

80th percentile

$1,000

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 8.2% of source-year revenue.

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

41st percentile

-3.5%

Faster asset growth than 41% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

18th percentile

-32%

Faster revenue growth than 18% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$309,456

Down $11,362 (-3.5%) from 2022

Net Assets

Down

$309,456

Down $11,362 (-3.5%) from 2022

Liabilities

Down

$0

Down $1 (-100%) from 2022

Revenue

Down

$12,229

Down $5,671 (-32%) from 2022

Expenses

Down

$23,591

Down $515 (-2.1%) from 2022

Net Income

Down

-$11,362

Down $5,156 (-83%) from 2022

Historical Trend

Balance Sheet Trend

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: $0Net Assets 2023: $309,4562023Assets 2024: $302,934Liabilities 2024: $1Net Assets 2024: $302,9342024Assets 2025: $296,718Liabilities 2025: $0Net Assets 2025: $296,7182025

Highlighted filing

2023

Assets$309,456
Liabilities$0
Net Assets$309,456

Operations Trend

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

2023

Revenue$12,229
Expenses$23,591
Net Income-$11,362
Jump To
Filing Snapshot
Filing Period
Jun 1, 2022 to May 31, 2023
Signed
Aug 2, 2023
Return Version
2022v5.0
Compensation and Service Providers

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
Stephen Shockley
Title
Trustee
Phone
3073225102
Signed
2023-08-02
Discuss with paid preparer
Yes

Preparer

Firm
Weaver & Mcguire
Address
862 GILCHRIST, WHEATLAND, WY 82201
Preparer
Tim a Weaver
Phone
3073225102
Raw XML Appendix360 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/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/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0862 GILCHRIST
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0WHEATLAND
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd082201
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0WEAVER & MCGUIRE
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 NEW HOUSING IN SEPT. 2016
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt013970
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/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
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/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt013784
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt016598
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt013028
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt012395
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt012047
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt012047
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt069775
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt013970
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt013784
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt016598
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt013028
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt012395
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt013970
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt013970
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt081822
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt067852
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt00
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt163543
LandEtcSchedule2/LandEtcGrp/BookValueAmt022000
LandEtcSchedule2/LandEtcGrp/BookValueAmt1169621
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0LAND
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt1BUILDING & FURNITURE
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt022000
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt1233164
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0DOUGLAS WEAVER LEGAL CONSULTING
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0500
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OFFICE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1REPAIRS MAINTENANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2UTILITIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0350
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt18399
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt21453
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0350
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt18399
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt21453
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt06600
OtherIncomeSchedule2/OtherIncomeDetail/Desc0PARTIAL REIMBURSEMENTS FROM MEN
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt06600
TaxesSchedule/TaxesDetail/Amt01268
TaxesSchedule/TaxesDetail/Amt180
TaxesSchedule/TaxesDetail/CategoryTxt0PROPERTY
TaxesSchedule/TaxesDetail/CategoryTxt1INCOME
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt01268
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt080
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHEN SHOCKLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03073225102
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-08-02
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/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0263628906
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WEAVER & MCGUIRE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0862 GILCHRIST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WHEATLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd082201
ReturnHeader/PreparerPersonGrp/PhoneNum03073225102
ReturnHeader/PreparerPersonGrp/PreparationDt02023-08-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TIM A WEAVER
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-08-08T09:46:11-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0STEPHEN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SHOCKLEY
ReturnHeader/TaxPeriodBeginDt02022-06-01
ReturnHeader/TaxPeriodEndDt02023-05-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

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