Civic Intelligence

Charles City Elks Charitable Trust

EIN 42-1437873 • 501(c)3 • Charles City, IA

Profile

To provide support to charles city elks 418 to be distributed to youth and veterans activites.

2111 Clark StreetCharles City, IA 50616
Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

93rd percentile

63%

Higher net margin than 93% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

68th percentile

9.6%

Faster asset growth than 68% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

25th percentile

-30%

Faster revenue growth than 25% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$194,527

Up $16,964 (+9.6%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$194,527

Up $16,964 (+9.6%) from 2024

Operations
Liabilities / Revenue61st percentileNet Margin93rd percentile

Revenue

Down

$26,862

Down $11,659 (-30%) from 2024

Expenses

Up

$9,897

Up $2,520 (+34%) from 2024

Net Income

Down

$16,965

Down $14,179 (-46%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth68th percentile

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

$200K$150K$100K$50K$0Assets 2014: $48,460Liabilities 2014: $1,442Net Assets 2014: $47,0182014Assets 2015: $52,417Liabilities 2015: $949Net Assets 2015: $51,4682015Assets 2016: $55,716Liabilities 2016: $1,069Net Assets 2016: $54,6472016Assets 2017: $65,451Liabilities 2017: $994Net Assets 2017: $64,4572017Assets 2018: $78,199Liabilities 2018: $1,076Net Assets 2018: $77,1232018Assets 2019: $88,349Liabilities 2019: $0Net Assets 2019: $88,3492019Assets 2020: $95,002Liabilities 2020: $3,208Net Assets 2020: $91,7942020Assets 2021: $132,256Liabilities 2021: $0Net Assets 2021: $132,2562021Assets 2022: $146,898Liabilities 2022: $0Net Assets 2022: $146,8982022Assets 2023: $146,420Liabilities 2023: $0Net Assets 2023: $146,4202023Assets 2024: $177,563Liabilities 2024: $0Net Assets 2024: $177,5632024Assets 2025: $194,527Liabilities 2025: $0Net Assets 2025: $194,5272025

Highlighted filing

2025

Assets$194,527
Liabilities$0
Net Assets$194,527
Open 2025 Filing

Operations Trend

Revenue Growth25th percentile

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

$40K$30K$20K$10K$0-$10KRevenue 2014: $3,545Expenses 2014: $400Net Income 2014: $3,1452014Revenue 2015: $7,269Expenses 2015: $1,870Net Income 2015: $5,3992015Revenue 2016: $3,387Expenses 2016: $200Net Income 2016: $3,1872016Revenue 2017: $11,047Expenses 2017: $236Net Income 2017: $10,8112017Revenue 2018: $17,120Expenses 2018: $200Net Income 2018: $16,9202018Revenue 2019: $13,750Expenses 2019: $2,200Net Income 2019: $11,5502019Revenue 2020: $6,528Expenses 2020: $2,500Net Income 2020: $4,0282020Revenue 2021: $38,669Expenses 2021: $5,000Net Income 2021: $33,6692021Revenue 2022: $16,008Expenses 2022: $6,000Net Income 2022: $10,0082022Revenue 2023: $7,037Expenses 2023: $7,515Net Income 2023: -$4782023Revenue 2024: $38,521Expenses 2024: $7,377Net Income 2024: $31,1442024Revenue 2025: $26,862Expenses 2025: $9,897Net Income 2025: $16,9652025

Highlighted filing

2025

Revenue$26,862
Expenses$9,897
Net Income$16,965
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$194,527
Liabilities
$0
Net assets
$194,527
Revenue
$26,862
Expenses
$9,897
Net income
$16,965
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.95$0.00$1.95$0.27$0.10$0.17
2024Summary only. Only limited summary data is available for this year.$1.78$0.00$1.78$0.39$0.07$0.31
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.46$0.00$1.46$0.07$0.08$0.00
2022Summary only. Only limited summary data is available for this year.$1.47$0.00$1.47$0.16$0.06$0.10
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.32$0.00$1.32$0.39$0.05$0.34
2020Summary only. Only limited summary data is available for this year.$0.95$0.03$0.92$0.07$0.03$0.04
2019Summary only. Only limited summary data is available for this year.$0.88$0.00$0.88$0.14$0.02$0.12
2018Summary only. Only limited summary data is available for this year.$0.78$0.01$0.77$0.17$0.00$0.17
2017Summary only. Only limited summary data is available for this year.$0.65$0.01$0.64$0.11$0.00$0.11
2016Summary only. Only limited summary data is available for this year.$0.56$0.01$0.55$0.03$0.00$0.03
2015Summary only. Only limited summary data is available for this year.$0.52$0.01$0.51$0.07$0.02$0.05
2014Summary only. Only limited summary data is available for this year.$0.48$0.01$0.47$0.04$0.00$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Apr 1, 2024 to Mar 31, 2025
Signed
Jul 28, 2025
Return Version
2024v5.2
Gross Receipts
$26,862
Mission and Program Overview

Mission

To provide support to charles city elks 418 to be distributed to youth and veterans activites.

Any nonrestrictive income earned by this trust is distributed to the charles city elks lodge 418 to be distributed to youth and or veterans.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$161,871$170,834▲ $8,963
Cash and Non-Interest-Bearing Accounts$13,541$23,653▲ $10,112
Accounts Receivable$2,151$40▼ $2,111
Total Assets$177,563$194,527▲ $16,964
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$138,943$152,663▲ $13,720
Net Assets Without Donor Restrictions$38,620$41,864▲ $3,244
Total Net Assets Fund Balance$177,563$194,527▲ $16,964
Total Liabilities and Net Assets / Fund Balance$177,563$194,527▲ $16,964
Compensation and Service Providers
Top Officer Pay84th percentile

Board Members and Trustees

NameTitle
Brad SindtTrustee Chair
Ann TrogePresident
Eric WhippleVice President
Bruce HovdenDirector
Bruce WinkelmanDirector
Gene ParsonDirector
Kirby FosseDirector
Steve ShannonDirector
Jessica SchwickerathExalted Ruler
Zach SullivanLeading Knight
Larry MichehlSecretary
Rick McdonaldTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$16,117
Program Service Revenue
$0
Investment Income
$10,745
Other Revenue
$0
All Other Contributions
$16,117
Change in Net Assets
$16,965
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$7,500
Other Expenses$2,397
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$7,500--$7,500
Office Expenses-$2,397-$2,397
Total Functional Expenses$7,500$2,397$0$9,897
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B

“The signing officer and treasurer reviewed this form 990 before signing and a copy of the return was made available for review by the other officers and board members of the organization.”

Form 990, Part VI, Section C, Line 19

“These documents are availablefor review upon written request.”

Filing and Contact Details

Filer

Filer Name
Charles City Elks Charitable Trust
EIN
42-1437873
Phone
6413305796
Address
2111 CLARK STREET, CHARLES CITY, IA 50616

Signing Officer

Name
Ann Troge
Title
President
Phone
6413305796
Signed
2025-07-28
Discuss with paid preparer
No

Organization Details

Principal Officer
Ann Troge
Formed
1995
Legal Domicile
Ia
Voting Board Members
12
Independent Board Members
12
Employees
12

Preparer

Firm
Prichard Law Office
Address
1300 Grove St PO Box 454, Charles City, IA 50616-0454
Preparer
Tracy Hillis
Phone
6412284500
Supplemental Narrative

Additional Explanations

Form 990, Part I, Line 2

“Provided scholarships and gifts in the amount of 7500.00”

Raw XML Appendix368 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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IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt090
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IRS990ScheduleA/InvestmentIncomePYPct00.00360
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IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
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IRS990ScheduleA/PublicSupportPY509Pct00.99640
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt012759
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt016467
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt014283
IRS990ScheduleA/Total509Grp/TotalAmt059626
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt016121
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt012762
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt016467
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt014373
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt059723
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Provided scholarships and gifts in the amount of 7500.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The signing officer and treasurer reviewed this form 990 before signing and a copy of the return was made available for review by the other officers and board members of the organization.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2These documents are availablefor review upon written request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part I, Line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, Line 19
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IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0177563
IRS990/TotalAssetsEOYAmt0194527
IRS990/TotalAssetsGrp/BOYAmt0177563
IRS990/TotalAssetsGrp/EOYAmt0194527
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt016117
IRS990/TotalEmployeeCnt012
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt02397
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt07500
IRS990/TotalFunctionalExpensesGrp/TotalAmt09897
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0177563
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0194527
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt010745
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt026862
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0177563
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0194527
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01208 Clark St
IRS990/USAddress/CityNm0Charles City
IRS990/USAddress/StateAbbreviationCd0IA
IRS990/USAddress/ZIPCd050616
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt012
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Ann Troge
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum06413305796
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHARLES CITY ELKS CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0421437873
ReturnHeader/Filer/PhoneNum06413305796
ReturnHeader/Filer/USAddress/AddressLine1Txt02111 CLARK STREET
ReturnHeader/Filer/USAddress/CityNm0CHARLES CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd050616
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0462052642
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Prichard Law Office
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01300 Grove St PO Box 454
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Charles City
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0506160454
ReturnHeader/PreparerPersonGrp/PhoneNum06412284500
ReturnHeader/PreparerPersonGrp/PreparationDt02025-07-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Tracy Hillis
ReturnHeader/ReturnTs02025-07-28T01:22:15-00:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-04-01
ReturnHeader/TaxPeriodEndDt02025-03-31
ReturnHeader/TaxYr02024

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