Civic Intelligence

Lindhart Educational Trust

990PF • Fiscal year 2021 • EIN 42-6051376

Jan 01, 2021 to Dec 31, 2021 • Filed on May 13, 2022

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

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

97th percentile

93%

Higher net margin than 97% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

54th percentile

6.3%

Faster asset growth than 54% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

92nd percentile

214%

Faster revenue growth than 92% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$163,488

Up $9,636 (+6.3%) from 2020

Net Assets

Up

$163,488

Up $9,636 (+6.3%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin97th percentile

Revenue

Up

$10,372

Up $7,069 (+214%) from 2020

Expenses

Down

$736

Down $9 (-1.2%) from 2020

Net Income

Up

$9,636

Up $7,078 (+277%) from 2020

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

2021

Assets$163,488
Liabilities$0
Net Assets$163,488
Open 2021 Filing

Operations Trend

Revenue Growth92nd 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

2021

Revenue$10,372
Expenses$736
Net Income$9,636
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 13, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay78th 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
5153321681
Address
PO Box 64, Humboldt, IA 50548

Signing Officer

Name
Jana Bratland
Title
Secretary/Treasurer
Signed
2022-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Tp Anderson & Company Pc Cpas
Address
528 Sumner Avenue, HUMBOLDT, IA 50548
Preparer
Timothy L McCartan
Phone
5153323466
Raw XML Appendix255 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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OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt01
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt010372
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0700
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Professional Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0700
TaxesSchedule/TaxesDetail/Amt036
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt036
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jana Bratland
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary/Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-13
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/ZIPCd050548
ReturnHeader/PreparerPersonGrp/PhoneNum05153323466
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Timothy L McCartan
ReturnHeader/ReturnTs02022-05-13T07:41:06-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Jana
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Bratland
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$163,488
Liabilities
$0
Net assets
$163,488
Revenue
$10,372
Expenses
$736
Net income
$9,636
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