Civic Intelligence

Jarvis Charitable Trust

990PF • Fiscal year 2023 • EIN 32-6204737

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 11, 2024

Organization Profile
6540 Hampshire Place NorthGolden Valley, MN 55427

(763) 545-7586

Siviq Scores

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

Liabilities / Assets

79th percentile

0.06x

Higher debt load relative to assets than 79% of similar nonprofits.

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

Liabilities / Revenue

97th percentile

1.45x

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

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

Net Margin

72nd percentile

18%

Higher net margin than 72% of similar nonprofits.

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

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

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

Asset Growth

56th percentile

2.3%

Faster asset growth than 56% of similar nonprofits.

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

Revenue Growth

96th percentile

368%

Faster revenue growth than 96% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets79th percentile

Assets

Up

$50,866

Up $1,130 (+2.3%) from 2022

Net Assets

Up

$47,587

Up $1,474 (+3.2%) from 2022

Liabilities

Down

$3,279

Down $344 (-9.5%) from 2022

Revenue And Expenses
Liabilities / Revenue97th percentileNet Margin72nd percentile

Revenue

Up

$2,264

Up $1,780 (+368%) from 2022

Expenses

Down

$1,857

Down $2,090 (-53%) from 2022

Net Income

Up

$407

Up $3,870 (+112%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth56th percentile

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

$60K$40K$20K$0Assets 2019: $50,139Liabilities 2019: $1,214Net Assets 2019: $52,0092019Assets 2020: $52,511Liabilities 2020: $2,329Net Assets 2020: $42,4432020Assets 2021: $52,854Liabilities 2021: $3,929Net Assets 2021: $48,9252021Assets 2022: $49,736Liabilities 2022: $3,623Net Assets 2022: $46,1132022Assets 2023: $50,866Liabilities 2023: $3,279Net Assets 2023: $47,5872023Assets 2024: $57,111Liabilities 2024: $4,047Net Assets 2024: $53,0642024

Highlighted filing

2023

Assets$50,866
Liabilities$3,279
Net Assets$47,587
Open 2023 Filing

Operations Trend

Revenue Growth96th percentile

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

$6.0K$4.0K$2.0K$0-$2.0K-$4.0KRevenue 2019: $2,664Expenses 2019: $3,898Net Income 2019: -$1,2342019Revenue 2020: $2,235Expenses 2020: $978Net Income 2020: $1,2572020Revenue 2021: $2,375Expenses 2021: $1,461Net Income 2021: $9142021Revenue 2022: $484Expenses 2022: $3,947Net Income 2022: -$3,4632022Revenue 2023: $2,264Expenses 2023: $1,857Net Income 2023: $4072023Revenue 2024: $2,678Expenses 2024: $4,140Net Income 2024: -$1,4622024

Highlighted filing

2023

Revenue$2,264
Expenses$1,857
Net Income$407
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 11, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kenneth W JarvisTrustee-$0--
John C FeltlTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantFreshwater ChurchCharityPCWaconia, MN, US$500
Paid GrantMN Epilepsy FoundationCharityPCBloomington, MN, US$315
Paid GrantMount Olivet Lutheran ChurchCharityPCMinneapolis, MN, US$130
Paid GrantBeBlessed FoundationCharityPCCorcoran, MN, US$100
Filing and Contact Details

Filer

Filer Name
Jarvis Charitable Trust
EIN
32-6204737
Phone
7635457586
Address
6540 Hampshire Place North, Golden Valley, MN 55427

Signing Officer

Name
Kenneth W Jarvis
Title
Trustee
Phone
7635457586
Signed
2024-11-11
Discuss with paid preparer
Yes

Preparer

Firm
LifeStyle Tax & Accounting Services
Address
7213 Forestview Lane N, Maple Grove, MN 55369
Preparer
Bruce A Mckimmy
Phone
6122542748
Raw XML Appendix306 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/PersonNm0Kenneth W Jarvis
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1John C Feltl
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Waconia
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Bloomington
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Corcoran
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd055419
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd155387
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd255435
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd355340
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt01150
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01045
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/AppliedToYear1Amt01045
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02887
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01045
IRS990PF/UndistributedIncomeGrp/Taxable2Amt01140
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt02887
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt02185
LoansFromOfficersSchedule/LoansFromOfficerGrp/BalanceDueAmt02129
LoansFromOfficersSchedule/LoansFromOfficerGrp/LenderPersonNm0Ken Jarvis
LoansFromOfficersSchedule/LoansFromOfficerGrp/TitleTxt0Trustee
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0State Filing Fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Office Expense
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Administrative Expense
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1101
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2280
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01067
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Net Asset Adjustment
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt019
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt150
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment Expenses
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1Brokerage Account Fee
TaxesSchedule/TaxesDetail/Amt027
TaxesSchedule/TaxesDetail/CategoryTxt0Federal Tax Paid
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Kenneth W Jarvis
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum07635457586
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Jarvis Charitable Trust
ReturnHeader/Filer/BusinessNameControlTxt0JARV
ReturnHeader/Filer/EIN0326204737
ReturnHeader/Filer/PhoneNum07635457586
ReturnHeader/Filer/USAddress/AddressLine1Txt06540 Hampshire Place North
ReturnHeader/Filer/USAddress/CityNm0Golden Valley
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055427
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0411893575
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LifeStyle Tax & Accounting Services
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07213 Forestview Lane N
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Maple Grove
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055369
ReturnHeader/PreparerPersonGrp/PhoneNum06122542748
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Bruce A Mckimmy
ReturnHeader/ReturnTs02024-11-11T02:33:45-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$50,866
Liabilities
$3,279
Net assets
$47,587
Revenue
$2,264
Expenses
$1,857
Net income
$407
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$57.1$4.05$53.1$2.68$4.14$1.46
2023Detailed filing. Detailed filing data is available for this year.$50.9$3.28$47.6$2.26$1.86$0.41
2022Detailed filing. Detailed filing data is available for this year.$49.7$3.62$46.1$0.48$3.95$3.46
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$52.9$3.93$48.9$2.38$1.46$0.91
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$52.5$2.33$42.4$2.24$0.98$1.26
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$50.1$1.21$52.0$2.66$3.90$1.23