Civic Intelligence

Eddy Foundation Char Trust U W

990PF • Fiscal year 2021 • EIN 41-6242226

Jul 01, 2020 to Jun 30, 2021 • Filed on Oct 01, 2021

Organization Profile
131 W Superior StreetDuluth, MN 55802

(218) 722-4784

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

6th percentile

-68%

Higher net margin than 6% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

58th percentile

$36,982

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 19.2% of source-year revenue.

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

14th percentile

-4.4%

Faster asset growth than 14% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

53rd percentile

17%

Faster revenue growth than 53% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$2,302,287

Down $106,210 (-4.4%) from 2020

Net Assets

$2,302,287

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin6th percentile

Revenue

Up

$192,835

Up $27,378 (+17%) from 2020

Expenses

Up

$324,293

Up $79,201 (+32%) from 2020

Net Income

Down

-$131,458

Down $51,823 (-65%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth14th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2012: $2,785,045Liabilities 2012: $02012Assets 2013: $2,717,578Liabilities 2013: $02013Assets 2014: $2,668,859Liabilities 2014: $02014Assets 2015: $2,729,212Liabilities 2015: $02015Assets 2016: $2,632,521Liabilities 2016: $02016Assets 2020: $2,408,497Liabilities 2020: $02020Assets 2021: $2,302,287Liabilities 2021: $0Net Assets 2021: $2,302,2872021Assets 2022: $3,618,200Liabilities 2022: $0Net Assets 2022: $3,618,2002022Assets 2023: $3,439,680Liabilities 2023: $12023Assets 2025: $3,160,292Liabilities 2025: $0Net Assets 2025: $3,160,2922025

Highlighted filing

2021

Assets$2,302,287
Liabilities$0
Net Assets$2,302,287
Open 2021 Filing

Operations Trend

Revenue Growth53rd percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2012: $126,581Expenses 2012: $336,042Net Income 2012: -$209,4612012Revenue 2013: $130,212Expenses 2013: $218,513Net Income 2013: -$88,3012013Revenue 2014: $88,079Expenses 2014: $141,616Net Income 2014: -$53,5372014Revenue 2015: $194,000Expenses 2015: $165,729Net Income 2015: $28,2712015Revenue 2016: $135,007Expenses 2016: $203,218Net Income 2016: -$68,2112016Revenue 2020: $165,457Expenses 2020: $245,092Net Income 2020: -$79,6352020Revenue 2021: $192,835Expenses 2021: $324,293Net Income 2021: -$131,4582021Revenue 2022: $1,468,811Expenses 2022: $280,851Net Income 2022: $1,187,9602022Revenue 2023: $249,624Expenses 2023: $252,208Net Income 2023: -$2,5842023Revenue 2025: $155,553Expenses 2025: $296,146Net Income 2025: -$140,5932025

Highlighted filing

2021

Revenue$192,835
Expenses$324,293
Net Income-$131,458
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Oct 1, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGO BANK NACo-Trustee-$36,982-$36,982
NORTH SHORE BANK OF COMMERCECo-Trustee-$10,514-$10,514
ELIZABETH H SIMONSONCo-Trustee-$3,786-$3,786
RODNEY EDWARDSCo-Trustee-$3,786-$3,786
Filing and Contact Details

Filer

Filer Name
Eddy Foundation Char Trust U W
EIN
41-6242226
Phone
2187224784
Address
131 W SUPERIOR STREET, DULUTH, MN 55802

Signing Officer

Name
North Shore Bank of Commerce
Title
Co-trustee
Phone
8887304933
Signed
2021-10-01
Discuss with paid preparer
Yes

Preparer

Firm
Licari Larsen and Company
Address
130 W SUPERIOR ST STE 712, DULUTH, MN 55802
Preparer
Nicholas S Licari CPA
Phone
2187222226
Raw XML Appendix288 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/PersonNm0ELIZABETH H SIMONSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1RODNEY EDWARDS
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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/AppliedToCurrentYearAmt0178273
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0178273
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt041128
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt030931
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt015945
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt027160
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt08177
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt08177
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0218121
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0102957
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt041128
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt030931
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt015945
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt027160
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0281230
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0102957
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0226298
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0123341
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0ATTORNEY
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt011045
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt011045
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MISC EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt030
OtherIncreasesSchedule/OtherIncreasesDetail/Amt025248
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0TIMING DIFFERENCES
TaxesSchedule/TaxesDetail/Amt0228
TaxesSchedule/TaxesDetail/Amt1997
TaxesSchedule/TaxesDetail/Amt2107
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX PAYMENT
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt2MISC STATE / LOCAL
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0997
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0NORTH SHORE BANK OF COMMERCE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08887304933
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EDDY FOUNDATION CHAR TRUST U W
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O NORTH SHORE BANK OF COMMERCE
ReturnHeader/Filer/BusinessNameControlTxt0EDDY
ReturnHeader/Filer/EIN0416242226
ReturnHeader/Filer/PhoneNum02187224784
ReturnHeader/Filer/USAddress/AddressLine1Txt0131 W SUPERIOR STREET
ReturnHeader/Filer/USAddress/CityNm0DULUTH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055802
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0411806729
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LICARI LARSEN AND COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0130 W SUPERIOR ST STE 712
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DULUTH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055802
ReturnHeader/PreparerPersonGrp/PhoneNum02187222226
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NICHOLAS S LICARI CPA
ReturnHeader/ReturnTs02021-11-15T14:54:34-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0TIM
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0JOHNSON
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,302,287
Liabilities
$0
Net assets
$2,302,287
Revenue
$192,835
Expenses
$324,293
Net income
-$131,458
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.16$0.00$3.16$0.16$0.30$0.14
2023Summary only. Only limited summary data is available for this year.$3.44$0.00$0.25$0.25$0.00
2022Detailed filing. Detailed filing data is available for this year.$3.62$0.00$3.62$1.47$0.28$1.19
2021Detailed filing. Detailed filing data is available for this year.$2.30$0.00$2.30$0.19$0.32$0.13
2020Summary only. Only limited summary data is available for this year.$2.41$0.00$0.17$0.25$0.08
2016Summary only. Only limited summary data is available for this year.$2.63$0.00$0.14$0.20$0.07
2015Summary only. Only limited summary data is available for this year.$2.73$0.00$0.19$0.17$0.03
2014Summary only. Only limited summary data is available for this year.$2.67$0.00$0.09$0.14$0.05
2013Summary only. Only limited summary data is available for this year.$2.72$0.00$0.13$0.22$0.09
2012Summary only. Only limited summary data is available for this year.$2.79$0.00$0.13$0.34$0.21