Civic Intelligence

Carstens Educational Fund

990PF • Fiscal year 2018 • EIN 20-7113069

Jan 01, 2018 to Dec 31, 2018 • Filed on May 01, 2019

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

73rd percentile

0.14x

Higher debt load relative to assets than 73% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

97th percentile

3.63x

Higher debt load relative to revenue than 97% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Source year 2018

Net Margin

96th percentile

79%

Higher net margin than 96% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

56th percentile

$2,400

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 9.0% of source-year revenue.

2018 filings • $500k-$1M nonprofits • Source year 2018

Asset Growth

72nd percentile

9.7%

Faster asset growth than 72% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

48th percentile

2.7%

Faster revenue growth than 48% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Up

$699,059

Up $62,056 (+9.7%) from 2017

Net Assets

Up

$602,112

Up $115,011 (+24%) from 2017

Liabilities

Down

$96,947

Down $52,955 (-35%) from 2017

Revenue And Expenses
Liabilities / Revenue97th percentileNet Margin96th percentile

Revenue

Up

$26,732

Up $693 (+2.7%) from 2017

Expenses

Down

$5,486

Down $13,440 (-71%) from 2017

Net Income

Up

$21,246

Up $14,133 (+199%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth72nd 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

2018

Assets$699,059
Liabilities$96,947
Net Assets$602,112
Open 2018 Filing

Operations Trend

Revenue Growth48th 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

2018

Revenue$26,732
Expenses$5,486
Net Income$21,246
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 1, 2019
Return Version
2018v3.1
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
2019-05-01
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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0John H Cook Jr
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0trustee
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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/ExcessDistributionCyovYr1Amt012750
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt024000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt036750
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt012750
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt024000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt036750
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt036750
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt00
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0scholarship reserve acctg adjustment
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0trustee bond
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1court costs
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Investment fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01737
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt20
OtherIncreasesSchedule/OtherIncreasesDetail/Amt093765
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0scholarships fund
TaxesSchedule/TaxesDetail/Amt0229
TaxesSchedule/TaxesDetail/CategoryTxt0US Treasury
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0John H Cook Jr
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum07122255175
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-01
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/FederalOriginalSubmissionId04230802019126026h9hl
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-05-06
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0199.120.81.110
ReturnHeader/FilingSecurityInformation/IPDt02019-05-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm006:27:11
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/PreparationDt02019-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0John H Cook Jr
ReturnHeader/ReturnTs02019-05-08T06:27:19-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$699,059
Liabilities
$96,947
Net assets
$602,112
Revenue
$26,732
Expenses
$5,486
Net income
$21,246
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