Civic Intelligence

Lindhart Educational Trust

990PF • Fiscal year 2023 • EIN 42-6051376

Jan 01, 2023 to Dec 31, 2023 • Filed on May 23, 2024

Organization Profile
PO Box 509Humboldt, IA 50548

(515) 332-3466

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

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

Liabilities / Revenue

60th percentile

0.00x

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

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

Net Margin

87th percentile

44%

Higher net margin than 87% of similar nonprofits.

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

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

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

Asset Growth

54th percentile

1.0%

Faster asset growth than 54% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

14th percentile

-42%

Faster revenue growth than 14% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$85,405

Up $862 (+1.0%) from 2022

Net Assets

Up

$85,405

Up $862 (+1.0%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin87th percentile

Revenue

Down

$1,977

Down $1,445 (-42%) from 2022

Expenses

Down

$1,115

Down $95,002 (-99%) from 2022

Net Income

Up

$862

Up $93,557 (+101%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth54th 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

2023

Assets$85,405
Liabilities$0
Net Assets$85,405
Open 2023 Filing

Operations Trend

Revenue Growth14th 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

2023

Revenue$1,977
Expenses$1,115
Net Income$862
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 23, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jeff GarganoBoard Member-$0--
Gary PeytonBoard Member-$0--
Cheryl RheadDirector-$0--
Tony ChristensenChairman-$0--
Brett LegvoldBoard Member-$0--
Carl MattesBoard Member-$0--
Aaron OlsonTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Lindhart Education Trust
EIN
42-6051376
Phone
5153323466
Address
PO Box 509, Humboldt, IA 50548

Signing Officer

Name
Aaron Olson
Title
Treasurer
Signed
2024-05-23
Discuss with paid preparer
Yes

Preparer

Firm
Tp Anderson & Company Pc Cpas
Address
528 Sumner Avenue, HUMBOLDT, IA 50548
Preparer
Aaron Olson
Phone
5153323466
Raw XML Appendix264 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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Jeff Gargano
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Gary Peyton
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Cheryl Rhead
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6Aaron Olson
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Board Member
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Board Member
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11108 11th Ave SW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2902 9th St S
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4520 Sumner Ave
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt51106 10 Ave SW
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IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0Interest on student loans provided in fulfilling exempt purpose as educational support to graduates of Humboldt County High Schools.
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IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0The foundation made no loans to college students during 2023. The foundation had outstanding loans for 7 individuals at December 31, 2023. All expenses are related.
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd050548
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IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0138197
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0140180
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Miscellaneous
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt03
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Loan Interest Income
OtherIncomeSchedule2/OtherIncomeDetail/Desc1Miscellaneous Income
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01762
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1215
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01050
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Professional Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01050
TaxesSchedule/TaxesDetail/Amt062
TaxesSchedule/TaxesDetail/CategoryTxt0Tax Paid
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt062
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Aaron Olson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Lindhart Education Trust
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0% Humboldt Rotary Club
ReturnHeader/Filer/BusinessNameControlTxt0LIND
ReturnHeader/Filer/EIN0426051376
ReturnHeader/Filer/PhoneNum05153323466
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 509
ReturnHeader/Filer/USAddress/CityNm0Humboldt
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd050548
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
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/ZIPCd050548
ReturnHeader/PreparerPersonGrp/PhoneNum05153323466
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Aaron Olson
ReturnHeader/ReturnTs02024-05-23T07:26:34-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Aaron
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Olson
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$85,405
Liabilities
$0
Net assets
$85,405
Revenue
$1,977
Expenses
$1,115
Net income
$862
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2023 filings • <$500k nonprofits