Civic Intelligence

William E Aldrich Charitable Tr

EIN 41-6392846 • 501(c)3 • Bemidji, MN

Pub. 78 Eligible990-N CoverageNTEE T70Z

Profile

Supporting organization

PO Box 603Bemidji, MN 56619

n/a

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

82nd percentile

57%

Higher net margin than 82% of similar nonprofits.

NTEE T • <$500k nonprofits • Source year 2024

Top Officer Pay

93rd percentile

$0

Higher top officer pay than 93% of similar nonprofits.

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

NTEE T • <$500k nonprofits • Source year 2024

Asset Growth

68th percentile

5.0%

Faster asset growth than 68% of similar nonprofits.

NTEE T • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

86th percentile

145%

Faster revenue growth than 86% of similar nonprofits.

NTEE T • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$339,333

Up $16,256 (+5.0%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$339,333

Up $16,256 (+5.0%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin82nd percentile

Revenue

Up

$16,242

Up $9,619 (+145%) from 2023

Expenses

Up

$7,015

Up $3,271 (+87%) from 2023

Net Income

Up

$9,227

Up $6,348 (+220%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth68th percentile

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

$400K$300K$200K$100K$0Assets 2023: $323,077Net Assets 2023: $323,0772023Assets 2024: $339,333Net Assets 2024: $339,3332024

Highlighted filing

2024

Assets$339,333
Liabilities-
Net Assets$339,333
Open 2024 Filing

Operations Trend

Revenue Growth86th percentile

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

$20K$15K$10K$5.0K$0Revenue 2023: $6,623Expenses 2023: $3,744Net Income 2023: $2,8792023Revenue 2024: $16,242Expenses 2024: $7,015Net Income 2024: $9,2272024

Highlighted filing

2024

Revenue$16,242
Expenses$7,015
Net Income$9,227
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$339,333
Liabilities
-
Net assets
$339,333
Revenue
$16,242
Expenses
$7,015
Net income
$9,227
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.39$3.39$0.16$0.07$0.09
2023Detailed filing. Detailed filing data is available for this year.$3.23$3.23$0.07$0.04$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 12, 2025
Return Version
2024v5.1
Gross Receipts
$16,242
Mission and Program Overview

Mission

Supporting organization

Program Services

DescriptionGrantsExpenses
supporting organization--
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robert NaylorTrustee-$0--
Filing and Contact Details

Filer

Filer Name
William E Aldrich Charitable Trust
EIN
41-6392846
In Care Of
% Robert Naylor
Phone
2187662066
Address
PO Box 603, Bemidji, MN 56619

Signing Officer

Name
Robert Naylor
Title
trustee
Phone
2187662066
Signed
2025-05-12
Discuss with paid preparer
Yes

Preparer

Firm
Mark R Elliott CPA PC
Address
3481 Laurel Dr Nw Suite 1, Bemidji, MN 56601
Preparer
Mark R Elliott
Phone
2187599411
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 10, Grants Paid

“Activity non profit, Grantee Boy Scouts of America Troop 25 Gen Del Bemijdij MN 56601, Cash Grant 6,000, Relationship”

Form 990-EZ, Part I, Line 16, Other Expenses

“Misc 515”

Form 990-EZ, Part II, Line 24, Other Assets

“acc interest Beginning of year 7,029, End of year 0”

Raw XML Appendix97 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.

Path#Value
CompensationExplanation/CompensationExplanationGrp/PersonNm0Robert Naylor
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0not paid
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Robert Naylor
IRS990EZ/BooksInCareOfDetail/PhoneNum02187662066
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 603
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BEMIDJI
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0566190603
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0323077
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0339333
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt09227
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0330106
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0339333
IRS990EZ/GrantsAndSimilarAmountsPaidAmt06500
IRS990EZ/GrossReceiptsAmt016242
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt016242
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0330106
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0339333
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0330106
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0339333
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0002.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Robert Naylor
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Trustee
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt07029
IRS990EZ/OtherExpensesTotalAmt0515
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Supporting organization
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0supporting organization
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt07015
IRS990EZ/TotalRevenueAmt016242
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0n/a
IRS990ScheduleA/ChurchInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity non profit, Grantee Boy Scouts of America Troop 25 Gen Del Bemijdij MN 56601, Cash Grant 6,000, Relationship
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Misc 515
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2acc interest Beginning of year 7,029, End of year 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 10, Grants Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part II, Line 24, Other Assets
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Robert Naylor
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum02187662066
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILLIAM E ALDRICH CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0416392846
ReturnHeader/Filer/InCareOfNm0% Robert Naylor
ReturnHeader/Filer/PhoneNum02187662066
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 603
ReturnHeader/Filer/USAddress/CityNm0Bemidji
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd056619
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0411961060
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Mark R Elliott CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03481 Laurel Dr Nw Suite 1
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Bemidji
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd056601
ReturnHeader/PreparerPersonGrp/PhoneNum02187599411
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mark R Elliott
ReturnHeader/ReturnTs02025-05-12T11:44:04-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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