Civic Intelligence

Carstens Educational Fund

990PF • Fiscal year 2016 • EIN 20-7113069

Jan 01, 2016 to Dec 31, 2016 • Filed on May 08, 2017

Organization Profile
PO Box 209Cherokee, IA 51012-0209

(712) 225-5175

Siviq Scores

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

Liabilities / Assets

70th percentile

0.13x

Higher debt load relative to assets than 70% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

96th percentile

2.80x

Higher debt load relative to revenue than 96% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Source year 2016

Net Margin

34th percentile

-3.8%

Higher net margin than 34% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

55th percentile

$1,500

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 5.4% of source-year revenue.

2016 filings • $500k-$1M nonprofits • Source year 2016

Asset Growth

83rd percentile

21%

Faster asset growth than 83% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

44th percentile

-0.4%

Faster revenue growth than 44% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets70th percentile

Assets

Up

$590,335

Up $101,846 (+21%) from 2015

Net Assets

Up

$512,416

Up $57,910 (+13%) from 2015

Liabilities

Up

$77,919

Up $43,936 (+129%) from 2015

Revenue And Expenses
Liabilities / Revenue96th percentileNet Margin34th percentile

Revenue

Down

$27,790

Down $122 (-0.4%) from 2015

Expenses

Down

$28,846

Down $1,569 (-5.2%) from 2015

Net Income

Up

-$1,056

Up $1,447 (+58%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth83rd percentile

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

$1.0M$500K$0Assets 2011: $475,128Liabilities 2011: $58,6112011Assets 2012: $494,540Liabilities 2012: $79,6202012Assets 2013: $522,398Liabilities 2013: $90,125Net Assets 2013: $432,2732013Assets 2014: $496,820Liabilities 2014: $59,003Net Assets 2014: $437,8172014Assets 2015: $488,489Liabilities 2015: $33,983Net Assets 2015: $454,5062015Assets 2016: $590,335Liabilities 2016: $77,919Net Assets 2016: $512,4162016Assets 2017: $637,003Liabilities 2017: $149,902Net Assets 2017: $487,1012017Assets 2018: $699,059Liabilities 2018: $96,947Net Assets 2018: $602,1122018Assets 2019: $871,631Liabilities 2019: $114,500Net Assets 2019: $757,1312019Assets 2020: $785,610Liabilities 2020: $137,433Net Assets 2020: $648,1772020Assets 2021: $888,193Liabilities 2021: $76,916Net Assets 2021: $811,2772021Assets 2022: $844,003Liabilities 2022: $38,496Net Assets 2022: $805,5072022Assets 2023: $811,660Liabilities 2023: $6,153Net Assets 2023: $805,5072023Assets 2024: $895,046Liabilities 2024: $40,663Net Assets 2024: $854,3832024

Highlighted filing

2016

Assets$590,335
Liabilities$77,919
Net Assets$512,416
Open 2016 Filing

Operations Trend

Revenue Growth44th percentile

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

$100K$50K$0-$50K-$100KRevenue 2011: $17,587Expenses 2011: $3,897Net Income 2011: $13,6902011Revenue 2012: $25,847Expenses 2012: $4,080Net Income 2012: $21,7672012Revenue 2013: $27,070Expenses 2013: $21,866Net Income 2013: $5,2042013Revenue 2014: $27,186Expenses 2014: $35,843Net Income 2014: -$8,6572014Revenue 2015: $27,912Expenses 2015: $30,415Net Income 2015: -$2,5032015Revenue 2016: $27,790Expenses 2016: $28,846Net Income 2016: -$1,0562016Revenue 2017: $26,039Expenses 2017: $18,926Net Income 2017: $7,1132017Revenue 2018: $26,732Expenses 2018: $5,486Net Income 2018: $21,2462018Revenue 2019: $27,400Expenses 2019: $6,327Net Income 2019: $21,0732019Revenue 2020: $28,570Expenses 2020: $5,637Net Income 2020: $22,9332020Revenue 2021: $23,827Expenses 2021: $85,856Net Income 2021: -$62,0292021Revenue 2022: $24,919Expenses 2022: $61,889Net Income 2022: -$36,9702022Revenue 2023: $35,077Expenses 2023: $6,840Net Income 2023: $28,2372023Revenue 2024: $34,170Expenses 2024: $34,170Net Income 2024: $02024

Highlighted filing

2016

Revenue$27,790
Expenses$28,846
Net Income-$1,056
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 8, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN H COOK JRTrustee-$1,500-$1,500
Filing and Contact Details

Filer

Filer Name
Carstens Educational Fund
EIN
20-7113069
Phone
7122255175
Address
PO Box 209, Cherokee, IA 51012-0209

Signing Officer

Name
John H Cook Jr
Title
Trustee
Phone
7122255175
Signed
2017-05-08
Discuss with paid preparer
Yes

Preparer

Firm
Herrick Ary Cook Cook Cook & Cook
Address
209 W Willow Street, Cherokee, IA 51012-0209
Preparer
John H Cook Jr
Phone
7122255175
Raw XML Appendix302 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1KATHERINE FOLEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt06177 L Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt16177 L Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Quimby
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Quimby
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd051049
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd151049
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt024000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipScheduleDetail/OrganizationBusinessName/BusinessNameLine1Txt0River Valley School District
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipScheduleDetail/OrganizationTypeDesc0public school
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipScheduleDetail/RelationshipDescriptionTxt0provides scholarships to grads
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0true
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt024000
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt024000
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt024000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt024000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt024000
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt038528
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0scholarship reserve acctg adjustment
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt01737
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0trustee bond
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1court costs
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Investment fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01737
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01737
OtherIncreasesSchedule/OtherIncreasesDetail/Amt097494
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0scholarships receivable
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt0196
TaxesSchedule/TaxesDetail/Amt0196
TaxesSchedule/TaxesDetail/CategoryTxt0US Treasury
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0196
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN H COOK JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07122255175
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Carstens Educational Fund
ReturnHeader/Filer/BusinessNameControlTxt0CARS
ReturnHeader/Filer/EIN0207113069
ReturnHeader/Filer/PhoneNum07122255175
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 209
ReturnHeader/Filer/USAddress/CityNm0Cherokee
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd0510120209
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId09AD6D7E8F16F07DCD441DF6AD5333EE5FFA2FBB4
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0852E44BB464A064542AEFFCBA39F50B733DB269B
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.215.11.8
ReturnHeader/FilingSecurityInformation/IPDt02017-05-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm014:16:50
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Herrick Ary Cook Cook Cook & Cook
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0209 W Willow Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Cherokee
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0510120209
ReturnHeader/PreparerPersonGrp/PhoneNum07122255175
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN H COOK JR
ReturnHeader/ReturnTs02017-05-08T14:16:56-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$590,335
Liabilities
$77,919
Net assets
$512,416
Revenue
$27,790
Expenses
$28,846
Net income
-$1,056
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.95$0.41$8.54$0.34$0.34$0.00
2023Detailed filing. Detailed filing data is available for this year.$8.12$0.06$8.06$0.35$0.07$0.28
2022Detailed filing. Detailed filing data is available for this year.$8.44$0.38$8.06$0.25$0.62$0.37
2021Detailed filing. Detailed filing data is available for this year.$8.88$0.77$8.11$0.24$0.86$0.62
2020Detailed filing. Detailed filing data is available for this year.$7.86$1.37$6.48$0.29$0.06$0.23
2019Detailed filing. Detailed filing data is available for this year.$8.72$1.15$7.57$0.27$0.06$0.21
2018Detailed filing. Detailed filing data is available for this year.$6.99$0.97$6.02$0.27$0.05$0.21
2017Detailed filing. Detailed filing data is available for this year.$6.37$1.50$4.87$0.26$0.19$0.07
2016Detailed filing. Detailed filing data is available for this year.$5.90$0.78$5.12$0.28$0.29$0.01
2015Detailed filing. Detailed filing data is available for this year.$4.88$0.34$4.55$0.28$0.30$0.03
2014Detailed filing. Detailed filing data is available for this year.$4.97$0.59$4.38$0.27$0.36$0.09
2013Detailed filing. Detailed filing data is available for this year.$5.22$0.90$4.32$0.27$0.22$0.05
2012Summary only. Only limited summary data is available for this year.$4.95$0.80$0.26$0.04$0.22
2011Summary only. Only limited summary data is available for this year.$4.75$0.59$0.18$0.04$0.14