Civic Intelligence

The Gerdin Charitable Foundation

990PF • Fiscal year 2024 • EIN 42-1462088

Jan 01, 2024 to Dec 31, 2024 • Filed on May 01, 2025

Organization Profile
901 Heartland WayNorth Liberty, IA 52317

(319) 626-3600

Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

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

2024 filings • $50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

12th percentile

0.00x

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

2024 filings • $50M-$100M nonprofits • Source year 2024

Net Margin

8th percentile

-40%

Higher net margin than 8% of similar nonprofits.

2024 filings • $50M-$100M nonprofits • Source year 2024

Top Officer Pay

16th percentile

$0

Higher top officer pay than 16% of similar nonprofits.

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

2024 filings • $50M-$100M nonprofits • Source year 2024

Asset Growth

17th percentile

-2.3%

Faster asset growth than 17% of similar nonprofits.

2024 filings • $50M-$100M nonprofits • Annualized from 2023 to 2024

Revenue Growth

5th percentile

-47%

Faster revenue growth than 5% of similar nonprofits.

2024 filings • $50M-$100M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets12th percentile

Assets

Down

$67,067,234

Down $1,550,791 (-2.3%) from 2023

Net Assets

Down

$67,067,234

Down $1,550,791 (-2.3%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue12th percentileNet Margin8th percentile

Revenue

Down

$3,898,859

Down $3,429,166 (-47%) from 2023

Expenses

Up

$5,446,486

Up $1,695,318 (+45%) from 2023

Net Income

Down

-$1,547,627

Down $5,124,484 (-143%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth17th percentile

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

$80M$60M$40M$20M$0Assets 2011: $61,484,467Liabilities 2011: $0Net Assets 2011: $61,484,4672011Assets 2012: $59,131,576Liabilities 2012: $0Net Assets 2012: $59,131,5762012Assets 2013: $60,036,234Liabilities 2013: $0Net Assets 2013: $60,036,2342013Assets 2014: $58,994,475Liabilities 2014: $0Net Assets 2014: $58,994,4752014Assets 2015: $57,934,134Liabilities 2015: $0Net Assets 2015: $57,934,1342015Assets 2016: $57,409,023Liabilities 2016: $0Net Assets 2016: $57,409,0232016Assets 2017: $57,010,476Liabilities 2017: $0Net Assets 2017: $57,010,4762017Assets 2018: $55,998,586Liabilities 2018: $0Net Assets 2018: $55,998,5862018Assets 2019: $52,914,407Liabilities 2019: $0Net Assets 2019: $52,914,4072019Assets 2020: $51,132,645Liabilities 2020: $0Net Assets 2020: $51,132,6452020Assets 2021: $61,074,610Liabilities 2021: $0Net Assets 2021: $61,074,6102021Assets 2022: $65,078,286Liabilities 2022: $0Net Assets 2022: $65,078,2862022Assets 2023: $68,618,025Liabilities 2023: $0Net Assets 2023: $68,618,0252023Assets 2024: $67,067,234Liabilities 2024: $0Net Assets 2024: $67,067,2342024

Highlighted filing

2024

Assets$67,067,234
Liabilities$0
Net Assets$67,067,234
Open 2024 Filing

Operations Trend

Revenue Growth5th percentile

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

$15M$10M$5.0M$0-$5.0MExpenses 2011: $3,112,5192011Expenses 2012: $3,233,9032012Revenue 2013: $4,935,084Expenses 2013: $4,030,426Net Income 2013: $904,6582013Revenue 2014: $3,561,046Expenses 2014: $4,602,805Net Income 2014: -$1,041,7592014Revenue 2015: $3,660,027Expenses 2015: $4,720,368Net Income 2015: -$1,060,3412015Revenue 2016: $3,994,476Expenses 2016: $4,519,587Net Income 2016: -$525,1112016Revenue 2017: $5,024,973Expenses 2017: $5,423,520Net Income 2017: -$398,5472017Revenue 2018: $4,635,765Expenses 2018: $6,485,806Net Income 2018: -$1,850,0412018Revenue 2019: $3,561,721Expenses 2019: $7,925,461Net Income 2019: -$4,363,7402019Revenue 2020: $3,027,814Expenses 2020: $4,809,576Net Income 2020: -$1,781,7622020Revenue 2021: $14,514,227Expenses 2021: $4,510,727Net Income 2021: $10,003,5002021Revenue 2022: $5,597,060Expenses 2022: $1,556,623Net Income 2022: $4,040,4372022Revenue 2023: $7,328,025Expenses 2023: $3,751,168Net Income 2023: $3,576,8572023Revenue 2024: $3,898,859Expenses 2024: $5,446,486Net Income 2024: -$1,547,6272024

Highlighted filing

2024

Revenue$3,898,859
Expenses$5,446,486
Net Income-$1,547,627
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 1, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay16th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANN S GERDINPresident/Sec/Treas-$0--
MICHAEL J GERDINVice President-$0--
JULIE J DURRVice President-$0--
ANGELA K JANSSENVice President-$0--
Filing and Contact Details

Filer

Filer Name
The Gerdin Charitable Foundation
EIN
42-1462088
Phone
3196263600
Address
901 HEARTLAND WAY, NORTH LIBERTY, IA 52317

Signing Officer

Name
Michael Gerdin
Title
Vice President
Phone
3196263600
Signed
2025-05-01
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
201 FIRST STREET SE STE 800, CEDAR RAPIDS, IA 52401-1512
Preparer
Shawna Huls
Phone
3192985333
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74WELLS FARGO & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75ZIONS BANCORPORATION
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt00
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt00
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt03927059
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt03901427
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt02175127
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1660291
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2364064
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3787476
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt42508505
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt55793370
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt62558546
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt7357700
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt82883116
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0CAPITAL INCOME BUILDER
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1DIMENSIONAL EMERGING MARKETS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2DIMENSIONAL INTERNATIONAL SMALL CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3DIMENSIONAL LARGE CAP INTERNATIONAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4DIMENSIONAL LARGE CAP VALUE III
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5DIMENSIONAL US LARGE CO INSTL INDEX
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6DIMENSIONAL US MICRO CAP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7DIMENSIONAL US SMALL CAP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8INCOME FUND OF AMERICA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt02901177
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1734885
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2468047
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt31185872
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt45604132
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt523359203
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt65812873
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7890771
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt84049512
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt02680571
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0989132
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0229156
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt03898859
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt03898859
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt011281
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt011281
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0862935
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt05172500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt05172500
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt02680571
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt02680571
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-1547627
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt04669927
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt053592
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0229156
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0229156
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt053592
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt0128
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0128
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0989132
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt03568726
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0144307
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0144307
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt06037
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt064678
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt05183909
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0203936
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt05446486
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt03772662
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt03898859
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt011409
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0203936
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0273986
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt03806992
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0139253
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1723682
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0139253
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1723682
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt03946245
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1723682
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0862935
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-1547627
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt03164
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt067070398
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt068618025
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt067067234
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt06467147
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt06467147
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt06467147
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt06516752
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt049605
IRS990PF/DistributableAmountGrp/TotalTaxAmt049605
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt048000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt049605
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt049605
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt049605
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt01605
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt048000
IRS990PF/FMVAssetsEOYAmt0134422657
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt025037662
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt025037662
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt034014853
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt034121163
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt074578683
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt018088196
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt018088195
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt045006472
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt043580363
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt042029572
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt016514976
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt010930817
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt010936075
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt068618025
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt067067234
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0134422657
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt068618025
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt067067234
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt068618025
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt067067234
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt03927059
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt03901427
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0132319828
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt011679229
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0120640599
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01984797
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt06516752
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0130335031
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0132319828
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0CHARLES SCHWAB & CO INC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0144106

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Filings

Displayed year

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

Open filing
Assets
$67,067,234
Liabilities
$0
Net assets
$67,067,234
Revenue
$3,898,859
Expenses
$5,446,486
Net income
-$1,547,627
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$67.1$0.00$67.1$3.90$5.45$1.55
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$68.6$0.00$68.6$7.33$3.75$3.58
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$65.1$0.00$65.1$5.60$1.56$4.04
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$61.1$0.00$61.1$14.5$4.51$10.0
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$51.1$0.00$51.1$3.03$4.81$1.78
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$52.9$0.00$52.9$3.56$7.93$4.36
2018Detailed filing. Detailed filing data is available for this year.$56.0$0.00$56.0$4.64$6.49$1.85
2017Detailed filing. Detailed filing data is available for this year.$57.0$0.00$57.0$5.02$5.42$0.40
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$57.4$0.00$57.4$3.99$4.52$0.53
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$57.9$0.00$57.9$3.66$4.72$1.06
2014Detailed filing. Detailed filing data is available for this year.$59.0$0.00$59.0$3.56$4.60$1.04
2013Detailed filing. Detailed filing data is available for this year.$60.0$0.00$60.0$4.94$4.03$0.90
2012Detailed filing. Detailed filing data is available for this year.$59.1$0.00$59.1$3.23
2011XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$61.5$0.00$61.5$3.11
Peer Organizations

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