Civic Intelligence

Lindhart Educational Trust

990PF • Fiscal year 2017 • EIN 42-6051376

Jan 01, 2017 to Dec 31, 2017 • Filed on May 24, 2018

Organization Profile
PO Box 64Humboldt, IA 50548

(515) 332-1681

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

96th percentile

80%

Higher net margin than 96% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

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.

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

53rd percentile

2.5%

Faster asset growth than 53% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2015 to 2017

Revenue Growth

57th percentile

5.4%

Faster revenue growth than 57% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2015 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$144,920

Up $7,115 (+5.2%) from 2015

Net Assets

$144,920

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin96th percentile

Revenue

Up

$5,780

Up $574 (+11%) from 2015

Expenses

Up

$1,130

Up $420 (+59%) from 2015

Net Income

Up

$4,650

Up $154 (+3.4%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

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

$200K$150K$100K$50K$0Assets 2011: $114,283Liabilities 2011: $02011Assets 2012: $117,167Liabilities 2012: $02012Assets 2013: $125,541Liabilities 2013: $02013Assets 2014: $133,309Liabilities 2014: $02014Assets 2015: $137,805Liabilities 2015: $02015Assets 2017: $144,920Liabilities 2017: $0Net Assets 2017: $144,9202017Assets 2018: $149,113Liabilities 2018: $202Net Assets 2018: $148,9112018Assets 2019: $151,294Liabilities 2019: $0Net Assets 2019: $151,2942019Assets 2020: $153,852Liabilities 2020: $0Net Assets 2020: $153,8522020Assets 2021: $163,488Liabilities 2021: $0Net Assets 2021: $163,4882021Assets 2022: $84,543Liabilities 2022: $0Net Assets 2022: $84,5432022Assets 2023: $85,405Liabilities 2023: $0Net Assets 2023: $85,4052023Assets 2024: $86,903Liabilities 2024: $0Net Assets 2024: $86,9032024

Highlighted filing

2017

Assets$144,920
Liabilities$0
Net Assets$144,920
Open 2017 Filing

Operations Trend

Revenue Growth57th percentile

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

$100K$50K$0-$50K-$100KRevenue 2011: $5,699Expenses 2011: $561Net Income 2011: $5,1382011Revenue 2012: $3,488Expenses 2012: $604Net Income 2012: $2,8842012Revenue 2013: $8,949Expenses 2013: $575Net Income 2013: $8,3742013Revenue 2014: $8,456Expenses 2014: $688Net Income 2014: $7,7682014Revenue 2015: $5,206Expenses 2015: $710Net Income 2015: $4,4962015Revenue 2017: $5,780Expenses 2017: $1,130Net Income 2017: $4,6502017Revenue 2018: $4,729Expenses 2018: $738Net Income 2018: $3,9912018Revenue 2019: $3,188Expenses 2019: $805Net Income 2019: $2,3832019Revenue 2020: $3,303Expenses 2020: $745Net Income 2020: $2,5582020Revenue 2021: $10,372Expenses 2021: $736Net Income 2021: $9,6362021Revenue 2022: $3,422Expenses 2022: $96,117Net Income 2022: -$92,6952022Revenue 2023: $1,977Expenses 2023: $1,115Net Income 2023: $8622023Revenue 2024: $2,749Expenses 2024: $1,251Net Income 2024: $1,4982024

Highlighted filing

2017

Revenue$5,780
Expenses$1,130
Net Income$4,650
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 24, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jeff GarganoBoard Member-$0--
Gary PeytonBoard Member-$0--
Melody LarsonBoard Member-$0--
Jana BratlandSecretary/Treas-$0--
Tony ChristensenChairman-$0--
Brett LegvoldBoard Member-$0--
Carl MattesBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Lindhart Education Trust
EIN
42-6051376
Phone
5153321681
Address
PO Box 64, Humboldt, IA 50548

Signing Officer

Name
Jana Bratland
Title
Secretary/Treasurer
Signed
2018-05-24
Discuss with paid preparer
Yes

Preparer

Firm
Tp Anderson & Company Pc Cpas
Address
528 Sumner Avenue, HUMBOLDT, IA 50548-0509
Preparer
Timothy L McCartan
Phone
5153323466
Raw XML Appendix291 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
AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/Amt0645
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0Professional fees
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0645
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt05780
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt05780
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0645
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0645
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt04650
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt04650
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0436
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0436
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt05780
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt05780
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt049
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt049
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt01130
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01130
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt05780
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt05780
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt01130
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01130
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt04650
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0144920
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0140270
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0144920
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0946
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0946
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0946
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01039
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt093
IRS990PF/DistributableAmountGrp/TotalTaxAmt093
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt093
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt093
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt093
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt093
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt093
IRS990PF/FMVAssetsEOYAmt0144919
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0140270
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0144920
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt010677
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt015696
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt015696
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt01
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblAmt0129223
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblBOYAmt0129593
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt0129223
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYFMVAmt0129223
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0140270
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0144920
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0144919
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0140270
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0144920
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0140270
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0144920
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt021093
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt021093
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0316
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01039
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt020777
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt021093
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt40.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt50.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt60.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Jeff Gargano
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Gary Peyton
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Melody Larson
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Jana Bratland
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4Tony Christensen
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5Brett Legvold
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6Carl Mattes
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Board Member
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Board Member
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Board Member
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Secretary/Treas
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Chairman
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5Board Member
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6Board Member
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01306 10th St SW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11108 11th Ave SW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2PO Box 100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3305 3rd Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4530 Sumner Ave
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt5520 Sumner Ave
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt61106 10 Ave SW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Humboldt
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Humboldt
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Humboldt
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3Dakota City
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4Humboldt
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5Humboldt
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm6Humboldt
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0IA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1IA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2IA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3IA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4IA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd5IA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd6IA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd050548
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd150548
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd250548
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd350529
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd450548
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd550548
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd650548
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt044396
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt044443
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt018400
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt033276
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt021500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt018900
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt018471
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt02.136806
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt01.79320
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt03.66718
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt01.55628
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt01.75585
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt01.91152
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt047
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt020777
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt010261
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt09074
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt013815
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt010764
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt09663
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt035900
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt010.684029
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt035900
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt035900
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt035900
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt07
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0Interest on student loans provided in fulfilling exempt purpose as educational support to graduates of Humboldt County High Schools.
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0true
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO Box 97
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Dakota City
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd050529
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Jana Bratland
IRS990PF/StatementsRegardingActyGrp/PhoneNum05153321681
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0The foundation made loans to 8 college students during 2017. The foundation had outstanding loans for 20 individuals at December 31, 2017. All expenes are related.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt0737
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0The foundation made 8 student loans during the year.
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt035900
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt035900
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0See sample attached.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0Lindhart Education Trust
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum05153321681
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0PO Box 97
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Dakota City
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0IA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd050529
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0Restricted to high school gradutes who graduated from a Humboldt County High School.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0July 1 of each year.
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0946
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0946
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt017936
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt032867
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt020964
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt018529
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt018046
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt018046
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0125250
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt034954
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt017936
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt032867
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt020964
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt018529
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt035900
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt034954
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0143296
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0108342
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Rounding
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt01
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Supples
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0436
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0436
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt05780
TaxesSchedule/TaxesDetail/Amt049
TaxesSchedule/TaxesDetail/CategoryTxt0Income Tax
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt049
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jana Bratland
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary/Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Lindhart Education Trust
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0% Humboldt Rotary Club
ReturnHeader/Filer/BusinessNameControlTxt0LIND
ReturnHeader/Filer/EIN0426051376
ReturnHeader/Filer/PhoneNum05153321681
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 64
ReturnHeader/Filer/USAddress/CityNm0Humboldt
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd050548
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391894710
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TP ANDERSON & COMPANY PC CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0528 Sumner Avenue
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HUMBOLDT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0505480509
ReturnHeader/PreparerPersonGrp/PhoneNum05153323466
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Timothy L McCartan
ReturnHeader/ReturnTs02018-05-25T05:57:56-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$144,920
Liabilities
$0
Net assets
$144,920
Revenue
$5,780
Expenses
$1,130
Net income
$4,650
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.03$0.01$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.02$0.01$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.03$0.96$0.93
2021Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.10$0.01$0.10
2020Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.03$0.01$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.03$0.01$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.05$0.01$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.06$0.01$0.05
2015Summary only. Only limited summary data is available for this year.$1.38$0.00$0.05$0.01$0.04
2014Summary only. Only limited summary data is available for this year.$1.33$0.00$0.08$0.01$0.08
2013Summary only. Only limited summary data is available for this year.$1.26$0.00$0.09$0.01$0.08
2012Summary only. Only limited summary data is available for this year.$1.17$0.00$0.03$0.01$0.03
2011Summary only. Only limited summary data is available for this year.$1.14$0.00$0.06$0.01$0.05