Civic Intelligence

Carstens Educational Fund

990PF • Fiscal year 2017 • EIN 20-7113069

Jan 01, 2017 to Dec 31, 2017 • Filed on May 13, 2018

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

78th percentile

0.24x

Higher debt load relative to assets than 78% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

98th percentile

5.76x

Higher debt load relative to revenue than 98% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Source year 2017

Net Margin

81st percentile

27%

Higher net margin than 81% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

56th percentile

$2,400

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 9.2% of source-year revenue.

2017 filings • $500k-$1M nonprofits • Source year 2017

Asset Growth

65th percentile

7.9%

Faster asset growth than 65% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

27th percentile

-6.3%

Faster revenue growth than 27% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets78th percentile

Assets

Up

$637,003

Up $46,668 (+7.9%) from 2016

Net Assets

Down

$487,101

Down $25,315 (-4.9%) from 2016

Liabilities

Up

$149,902

Up $71,983 (+92%) from 2016

Revenue And Expenses
Liabilities / Revenue98th percentileNet Margin81st percentile

Revenue

Down

$26,039

Down $1,751 (-6.3%) from 2016

Expenses

Down

$18,926

Down $9,920 (-34%) from 2016

Net Income

Up

$7,113

Up $8,169 (+774%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth65th 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

2017

Assets$637,003
Liabilities$149,902
Net Assets$487,101
Open 2017 Filing

Operations Trend

Revenue Growth27th 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

2017

Revenue$26,039
Expenses$18,926
Net Income$7,113
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 13, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN H COOK JRTrustee-$2,400-$2,400
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
2018-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Herrick Ary Cook Cook Cook & Cook
Address
209 W Willow Street, Cherokee, IA 51012-0209
Preparer
Richard a Cook
Phone
7122255175
Raw XML Appendix337 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/LocationOfBooksUSAddress/CityNm0Cherokee
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0510120209
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum07122255175
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0true
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0Trustee communicates with potential candidates and the guidance office at thequalifying high school and has provided promotionalmaterials to distribute to potential applicants
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0student scholarship awards
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt06176
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt012750
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses3Amt00
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses4Amt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0ON TRUST'S APPLICATION FORM
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0JOHN H COOK JR TRUSTEE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum07122255175
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0209 W Willow St
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Cherokee
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0IA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd051012
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0ONLY TO GRADUATES OF RIVER VALLEY SCHOOL DISTRICT
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0ESTABLISHED ANNUALLY IN SPRING
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt17500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0college exp.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1college exp.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0student
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1student
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0MARY FOLEY
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/TotalGrantOrContriPdDurYrAmt012750
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/ExcessDistributionCyovYr1Amt024000
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt036750
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt012750
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt024000
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt012750
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt012750
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt036750
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt024000
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt045178
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/Amt012750
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0scholarships receivable
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt0229
TaxesSchedule/TaxesDetail/Amt0229
TaxesSchedule/TaxesDetail/CategoryTxt0US Treasury
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0229
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN H COOK JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07122255175
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-13
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/AtSubmissionCreationDeviceId032E7E4A45DAD979548B4BCC72AC3FDAFCCFE6C82
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId029749B8E02982A95DF288DE12DC338FFE2B14D07
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0199.120.81.110
ReturnHeader/FilingSecurityInformation/IPDt02018-05-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm006:44:53
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/PreparationDt02018-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD A COOK
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-05-14T06:44:59-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$637,003
Liabilities
$149,902
Net assets
$487,101
Revenue
$26,039
Expenses
$18,926
Net income
$7,113
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