Civic Intelligence

William E Aldrich Charitable Tr

990EZ • Fiscal year 2023 • EIN 41-6392846

Jan 01, 2023 to Dec 31, 2023 • Filed on May 06, 2024

Organization Profilen/a
PO Box 603Bemidji, MN 56619

(218) 766-2066

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2023

Net Margin

76th percentile

43%

Higher net margin than 76% of similar nonprofits.

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

Top Officer Pay

92nd percentile

$0

Higher top officer pay than 92% of similar nonprofits.

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

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

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$323,077

No earlier filing loaded for comparison.

Net Assets

$323,077

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin76th percentile

Revenue

$6,623

No earlier filing loaded for comparison.

Expenses

$3,744

No earlier filing loaded for comparison.

Net Income

$2,879

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

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

Highlighted filing

2023

Assets$323,077
Liabilities-
Net Assets$323,077
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2023

Revenue$6,623
Expenses$3,744
Net Income$2,879
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 6, 2024
Return Version
2023v5.0
Gross Receipts
$6,623
Mission and Program Overview

Mission

Supporting organization

Program Services

DescriptionGrantsExpenses
supporting organization--
Compensation and Service Providers
Top Officer Pay92nd 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
2024-05-06
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 16, Other Expenses

“Early withdrawal penalty 1,729”

Raw XML Appendix96 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/BOYAmt0320198
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0323077
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02879
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0320198
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0323077
IRS990EZ/GrantsAndSimilarAmountsPaidAmt02000
IRS990EZ/GrossReceiptsAmt06623
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt06623
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0320198
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0323077
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0320198
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0323077
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0002.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Robert Naylor
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Trustee
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt01729
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Supporting organization
IRS990EZ/PrintingPublicationsPostageAmt015
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0supporting organization
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt03744
IRS990EZ/TotalRevenueAmt06623
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0n/a
IRS990ScheduleA/ChurchInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EARLY WITHDRAWAL PENALTY 1,729
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Robert Naylor
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum02187662066
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-06
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/PreparationDt02024-05-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mark R Elliott
ReturnHeader/ReturnTs02024-05-07T09:47:29-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Robert
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Naylor
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$323,077
Liabilities
-
Net assets
$323,077
Revenue
$6,623
Expenses
$3,744
Net income
$2,879
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