Civic Intelligence

Charles City Elks Charitable Trust

990 • Fiscal year 2021 • EIN 42-1437873

Apr 01, 2020 to Mar 31, 2021 • Filed on Jun 29, 2021

Organization Profile
2111 Clark StreetCharles City, IA 50616

(641) 330-1946

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

96th percentile

87%

Higher net margin than 96% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

77th percentile

39%

Faster asset growth than 77% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

97th percentile

492%

Faster revenue growth than 97% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$132,256

Up $37,254 (+39%) from 2020

Net Assets

Up

$132,256

Up $40,462 (+44%) from 2020

Liabilities

Down

$0

Down $3,208 (-100%) from 2020

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin96th percentile

Revenue

Up

$38,669

Up $32,141 (+492%) from 2020

Expenses

Up

$5,000

Up $2,500 (+100%) from 2020

Net Income

Up

$33,669

Up $29,641 (+736%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth77th percentile

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

$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

2021

Assets$132,256
Liabilities$0
Net Assets$132,256
Open 2021 Filing

Operations Trend

Revenue Growth97th percentile

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

2021

Revenue$38,669
Expenses$5,000
Net Income$33,669
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2020 to Mar 31, 2021
Signed
Jun 29, 2021
Return Version
2020v4.1
Gross Receipts
$44,096
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$85,941$120,876▲ $34,935
Cash and Non-Interest-Bearing Accounts$5,853$10,015▲ $4,162
Accounts Receivable$3,208$1,365▼ $1,843
Total Assets$95,002$132,256▲ $37,254
Liabilities
Accounts Payable and Accrued Expenses$3,208--
Total Liabilities$3,208$0▼ $3,208
Net Assets / Fund Balance
Net Assets With Donor Restrictions$70,000$70,000→ $0
Net Assets Without Donor Restrictions$21,794$62,256▲ $40,462
Total Net Assets Fund Balance$91,794$132,256▲ $40,462
Total Liabilities and Net Assets / Fund Balance$95,002$132,256▲ $37,254
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
Ann TrogePresident
Barry SweetDirector
Brad SindtDirector
Bruce HovdenDirector
Eric WhippleDirector
Gene ParsonDirector
Marilyn DettmerDirector
Sally MillsDirector
Steve ShannonDirector
Larry MichehlSecretary
Rick McdonaldTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,551
Program Service Revenue
$0
Investment Income
$34,512
Other Revenue
$1,606
Change in Net Assets
$33,669
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$5,000
Other Expenses$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$5,000--$5,000
Total Functional Expenses$5,000$0$0$5,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$7,033
Fundraising Direct Expenses$5,427
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
Backup withholding compliance
No
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
Filing and Contact Details

Filer

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

Signing Officer

Name
Rick McDonald
Title
Treasurer
Signed
2021-06-29
Discuss with paid preparer
No

Organization Details

Principal Officer
G W Joerger
Formed
1995
Legal Domicile
Ia
Voting Board Members
11
Independent Board Members
11
Employees
0

Preparer

Firm
Prichard Law Office PC
Address
103 N Main PO Box 454, Charles City, IA 50616
Preparer
Tracy M Hillis
Phone
6412284500
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 2

“Provide scholarships and gifts in the amount of 5000”

Raw XML Appendix377 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt03208
IRS990/AccountsReceivableGrp/BOYAmt03208
IRS990/AccountsReceivableGrp/EOYAmt01365
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0ANY NONRESTRICTIVE INCOME EARNED BY THIS TRUST IS DISTRIBUTED TO THE CHARLES CITY ELKS LODGE 418 TO BE DISTRIBUTED TO YOUTH AND OR VETERANS.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllOtherExpensesGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0false
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0LARRY MICHEHL
IRS990/BooksInCareOfDetail/PhoneNum06413301946
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02111 CLARK STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0CHARLES CITY
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd050616
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt05853
IRS990/CashNonInterestBearingGrp/EOYAmt010015
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt02551
IRS990/CYGrantsAndSimilarPaidAmt05000
IRS990/CYInvestmentIncomeAmt034512
IRS990/CYOtherExpensesAmt00
IRS990/CYOtherRevenueAmt01606
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt033669
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt05000
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt038669
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0P
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt070000
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt070000
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt00
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt0002.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1001.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2001.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt3001.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt4001.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt5001.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt6001.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt7002.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt8002.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt9001.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10001.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/PersonNm0LARRY MICHEHL
IRS990/Form990PartVIISectionAGrp/PersonNm1ERIC WHIPPLE
IRS990/Form990PartVIISectionAGrp/PersonNm2GENE PARSON
IRS990/Form990PartVIISectionAGrp/PersonNm3MARILYN DETTMER
IRS990/Form990PartVIISectionAGrp/PersonNm4BRUCE HOVDEN
IRS990/Form990PartVIISectionAGrp/PersonNm5BARRY SWEET
IRS990/Form990PartVIISectionAGrp/PersonNm6STEVE SHANNON
IRS990/Form990PartVIISectionAGrp/PersonNm7ANN TROGE
IRS990/Form990PartVIISectionAGrp/PersonNm8RICK MCDONALD
IRS990/Form990PartVIISectionAGrp/PersonNm9SALLY MILLS
IRS990/Form990PartVIISectionAGrp/PersonNm10BRAD SINDT
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/TitleTxt0SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt8TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01995
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingDirectExpensesAmt05427
IRS990/FundraisingGrossIncomeAmt07033
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt05000
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt05000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt044096
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt011
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt034512
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt034512
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0IA
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt02551
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROVIDE SUPPORT TO CHARLES CITY ELKS 418 TO BE DISTRIBUTED TO YOUTH AND VETERANS ACTIVITES.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt091794
IRS990/NetAssetsOrFundBalancesEOYAmt0132256
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt01606
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt01606
IRS990/NetUnrlzdGainsLossesInvstAmt06793
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt021794
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt062256
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0G W Joerger
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt04709
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt02500
IRS990/PYInvestmentIncomeAmt0-2761
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherRevenueAmt04580
IRS990/PYRevenuesLessExpensesAmt04028
IRS990/PYTotalExpensesAmt02500
IRS990/PYTotalRevenueAmt06528
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt033669
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt085941
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0120876
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02751
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt04709
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt07460
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt090
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0125
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0421
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt087
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0451
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01174
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt011532
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt011789
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt011559
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt09037
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt03451
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt047368
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt090
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0125
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0421
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt087
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0451
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01174
IRS990ScheduleA/InvestmentIncomeCYPct00.02100
IRS990ScheduleA/InvestmentIncomePYPct00.02660
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportCY509Pct00.97900
IRS990ScheduleA/PublicSupportPY509Pct00.97340
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt054828
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt014283
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt016498
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt011559
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt09037
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt03451
IRS990ScheduleA/Total509Grp/TotalAmt054828
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt014373
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt016623
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt011980
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt09124
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt03902
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt056002
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Provide scholarships and gifts in the amount of 5000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part IX, Line 2
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt095002
IRS990/TotalAssetsEOYAmt0132256
IRS990/TotalAssetsGrp/BOYAmt095002
IRS990/TotalAssetsGrp/EOYAmt0132256
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt02551
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt05000
IRS990/TotalFunctionalExpensesGrp/TotalAmt05000
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03208
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt03208
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt091794
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0132256
IRS990/TotalRevenueGrp/ExclusionAmt01606
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt034512
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt038669
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt095002
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0132256
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0617 1st Avenue
IRS990/USAddress/CityNm0Charles City
IRS990/USAddress/StateAbbreviationCd0IA
IRS990/USAddress/ZIPCd050616
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Rick McDonald
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-06-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHARLES CITY ELKS CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0421437873
ReturnHeader/Filer/USAddress/AddressLine1Txt02111 CLARK STREET
ReturnHeader/Filer/USAddress/CityNm0CHARLES CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd050616
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Prichard Law Office PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0103 N Main PO Box 454
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Charles City
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd050616
ReturnHeader/PreparerPersonGrp/PhoneNum06412284500
ReturnHeader/PreparerPersonGrp/PreparationDt02021-06-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Tracy M Hillis
ReturnHeader/ReturnTs02021-06-29T10:38:58-00:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Rick
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0McDonald
ReturnHeader/TaxPeriodBeginDt02020-04-01
ReturnHeader/TaxPeriodEndDt02021-03-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$132,256
Liabilities
$0
Net assets
$132,256
Revenue
$38,669
Expenses
$5,000
Net income
$33,669
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
2021Detailed filing. Detailed filing data is available for this year.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • 501(c)3 • <$500k nonprofits