Civic Intelligence

The Fullhartcarnegie Charitable Trust

EIN 33-0643464 • Perry, IA

PO Box 576Perry, IA 50220
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

<$500k nonprofits • Source year 2024

Net Margin

10th percentile

-119%

Higher net margin than 10% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

45th percentile

-5.4%

Faster asset growth than 45% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

85th percentile

58%

Faster revenue growth than 85% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$433,624

Down $24,586 (-5.4%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$433,624

Down $24,586 (-5.4%) from 2023

Revenue

Up

$20,680

Up $7,571 (+58%) from 2023

Expenses

Down

$45,266

Down $3,369 (-6.9%) from 2023

Net Income

Up

-$24,586

Up $10,940 (+31%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2016: $449,503Liabilities 2016: $0Net Assets 2016: $449,5032016Assets 2017: $425,282Liabilities 2017: $0Net Assets 2017: $425,2822017Assets 2018: $437,033Liabilities 2018: $0Net Assets 2018: $437,0332018Assets 2019: $419,037Liabilities 2019: $0Net Assets 2019: $419,0372019Assets 2020: $486,538Liabilities 2020: $0Net Assets 2020: $486,5382020Assets 2021: $525,212Liabilities 2021: $0Net Assets 2021: $525,2122021Assets 2022: $493,737Liabilities 2022: $1Net Assets 2022: $493,7362022Assets 2023: $458,210Liabilities 2023: $0Net Assets 2023: $458,2102023Assets 2024: $433,624Liabilities 2024: $0Net Assets 2024: $433,6242024

Highlighted filing

2024

Assets$433,624
Liabilities$0
Net Assets$433,624

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2016: $61,122Expenses 2016: $60,863Net Income 2016: $2592016Revenue 2017: $20,402Expenses 2017: $44,623Net Income 2017: -$24,2212017Revenue 2018: $62,812Expenses 2018: $51,061Net Income 2018: $11,7512018Revenue 2019: $22,354Expenses 2019: $40,350Net Income 2019: -$17,9962019Revenue 2020: $89,301Expenses 2020: $21,800Net Income 2020: $67,5012020Revenue 2021: $81,709Expenses 2021: $43,035Net Income 2021: $38,6742021Revenue 2022: $28,097Expenses 2022: $59,573Net Income 2022: -$31,4762022Revenue 2023: $13,109Expenses 2023: $48,635Net Income 2023: -$35,5262023Revenue 2024: $20,680Expenses 2024: $45,266Net Income 2024: -$24,5862024

Highlighted filing

2024

Revenue$20,680
Expenses$45,266
Net Income-$24,586

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 8, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM CLARKPresident-$0--
ANDREA BROWNLEEBoard Member-$0--
ROSA GONZALEZBoard Member-$0--
JEFF HUITTBoard Member-$0--
DR PAM JENKINSBoard Member-$0--
MARY NICHOLSTreasurer-$0--
JOHN LEUSINKBoard Member-$0--
MISTY VONBEHRENBoard Member-$0--
SVEN PETERSONBoard Member-$0--
CONNIE MCGUIREBoard Member-$0--
DIRK CAVANAUGHBoard Member-$0--
BETSY PETERSONBoard Member-$0--
CLARK WICKSBoard Member-$0--
LYNSI PASUTTIBoard Member-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCITY OF PERRYMEMORANDUM OF UNDERSTANDINGGOVPERRY, IA, US$25,507
Filing and Contact Details

Filer

Filer Name
The Fullhartcarnegie Charitable Trust
EIN
33-0643464
Phone
5154654686
Address
PO BOX 576, PERRY, IA 50220

Signing Officer

Name
William Clark
Title
President
Signed
2025-07-08
Discuss with paid preparer
Yes

Preparer

Firm
Meriwether Wilson & Co PLLC
Address
1307 Second St, Perry, IA 50220
Preparer
Nick Siebrecht CPA
Phone
5154653591
Raw XML Appendix340 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/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/TotalAmt0196460
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year1Amt048610
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year2Amt059573
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year3Amt043035
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/CurrentYearAmt045242
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/TotalAmt0196460
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year1Amt048610
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year2Amt059573
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year3Amt043035
IRS990PF/PrivateOperatingFoundationsGrp/Section4942j3Ind0X
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsGrp/TotalAmt0525212
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsGrp/Year3Amt0525212
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/TotalAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
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/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt02201 EVELYN ST
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0PERRY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd050220
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0WILLIAM CLARK
IRS990PF/StatementsRegardingActyGrp/PhoneNum05152401523
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0true
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0HOMETOWN PERRY IOWA - CITY OF PERRY:The Foundation continued the collection of the history of Perry, Iowa. Continuing to record the history of Perry, Iowa and the State of Iowa through a collection of photographs and individual interviews. Upon completion, the exhibit will depict the daily life of a resident in small town America over the past century.The following amounts were paid in connection with the development and maintenance during the year: i. Consultants, Attorneys and other Professionals $ 1,020 - Tax Preparation 1,020 ii .Display and Maintenance costs $ 11,258 - Insurance - RHC 8,030 - Art Repair 3,228iii. Operating Costs $32,987 - Contracted services 25,507 - Program costs 6,118 - Office Expense 894 - Dues and Subscriptions 468 Total Costs: $45,265
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt025507
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0MEMORANDUM OF UNDERSTANDING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CITY OF PERRY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0GOV
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01102 WILLIS AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0PERRY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd050220
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt025507
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
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt011417
LandEtcSchedule2/LandEtcGrp/BookValueAmt0390275
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0Miscellaneous
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt0401692
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ART REPAIR
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1CITY OF PERRY MOU
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2CONTRACT SERVICES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3DUES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5MISC EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6OFFICE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc7POSTAGE AND PO BOX RENTAL
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc8QR CODE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc9WALL OF WITNESSESS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc10WEB HOSTING
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt03228
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt125507
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt21187
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3468
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt48030
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt5117
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt6894
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt7391
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt8167
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt92903
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt101230
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt024
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03228
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt125507
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt21187
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3468
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt48030
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt5117
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt6894
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt7415
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt8167
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt92903
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt101230
OtherIncomeSchedule2/OtherIncomeDetail/Desc0INSURANCE REIMBURSEMENT
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt02934
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM CLARK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE FULLHARTCARNEGIE CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0FULL
ReturnHeader/Filer/EIN0330643464
ReturnHeader/Filer/PhoneNum05154654686
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 576
ReturnHeader/Filer/USAddress/CityNm0PERRY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd050220
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0420731256
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Meriwether Wilson & Co PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01307 Second St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Perry
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd050220
ReturnHeader/PreparerPersonGrp/PhoneNum05154653591
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Nick Siebrecht CPA
ReturnHeader/ReturnTs02025-07-08T14:03:13-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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