Civic Intelligence

Carl a Erickson Education Trust

EIN 42-6480641 • Chariton, IA

PO Box 714Chariton, IA 50049
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

60th percentile

7.0%

Higher net margin than 60% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

67th percentile

6.3%

Faster asset growth than 67% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

59th percentile

5.2%

Faster revenue growth than 59% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$164,502

Up $9,725 (+6.3%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$164,502

Up $9,725 (+6.3%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin60th percentile

Revenue

Up

$4,085

Up $202 (+5.2%) from 2023

Expenses

Down

$3,800

Down $83 (-2.1%) from 2023

Net Income

Up

$285

Up $285 from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth67th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400K$300K$200K$100K$0Assets 2011: $156,558Liabilities 2011: $02011Assets 2012: $155,877Liabilities 2012: $02012Assets 2013: $172,864Liabilities 2013: $02013Assets 2014: $163,886Liabilities 2014: $02014Assets 2015: $168,600Liabilities 2015: $02015Assets 2016: $170,905Liabilities 2016: $02016Assets 2019: $177,536Liabilities 2019: $02019Assets 2020: $160,365Liabilities 2020: $02020Assets 2021: $179,951Liabilities 2021: $0Net Assets 2021: $179,9512021Assets 2022: $322,829Liabilities 2022: $0Net Assets 2022: $164,4272022Assets 2023: $154,777Liabilities 2023: $0Net Assets 2023: $154,7772023Assets 2024: $164,502Liabilities 2024: $0Net Assets 2024: $164,5022024

Highlighted filing

2024

Assets$164,502
Liabilities$0
Net Assets$164,502
Open 2024 Filing

Operations Trend

Revenue Growth59th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$8.0K$6.0K$4.0K$2.0K$0-$2.0KRevenue 2011: $5,999Expenses 2011: $5,824Net Income 2011: $1752011Revenue 2012: $4,977Expenses 2012: $5,999Net Income 2012: -$1,0222012Revenue 2013: $4,523Expenses 2013: $4,977Net Income 2013: -$4542013Revenue 2014: $3,988Expenses 2014: $4,523Net Income 2014: -$5352014Revenue 2015: $4,254Expenses 2015: $3,988Net Income 2015: $2662015Revenue 2016: $3,985Expenses 2016: $4,254Net Income 2016: -$2692016Revenue 2019: $4,319Expenses 2019: $4,319Net Income 2019: $02019Revenue 2020: $5,261Expenses 2020: $5,261Net Income 2020: $02020Revenue 2021: $6,546Expenses 2021: $6,546Net Income 2021: $02021Revenue 2022: $3,790Expenses 2022: $4,589Net Income 2022: -$7992022Revenue 2023: $3,883Expenses 2023: $3,883Net Income 2023: $02023Revenue 2024: $4,085Expenses 2024: $3,800Net Income 2024: $2852024

Highlighted filing

2024

Revenue$4,085
Expenses$3,800
Net Income$285
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$164,502
Liabilities
$0
Net assets
$164,502
Revenue
$4,085
Expenses
$3,800
Net income
$285
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.65$0.00$1.65$0.04$0.04$0.00
2023Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.04$0.04$0.00
2022Detailed filing. Detailed filing data is available for this year.$3.23$0.00$1.64$0.04$0.05$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$0.07$0.07$0.00
2020Summary only. Only limited summary data is available for this year.$1.60$0.00$0.05$0.05$0.00
2019Summary only. Only limited summary data is available for this year.$1.78$0.00$0.04$0.04$0.00
2016Summary only. Only limited summary data is available for this year.$1.71$0.00$0.04$0.04$0.00
2015Summary only. Only limited summary data is available for this year.$1.69$0.00$0.04$0.04$0.00
2014Summary only. Only limited summary data is available for this year.$1.64$0.00$0.04$0.05$0.01
2013Summary only. Only limited summary data is available for this year.$1.73$0.00$0.05$0.05$0.00
2012Summary only. Only limited summary data is available for this year.$1.56$0.00$0.05$0.06$0.01
2011Summary only. Only limited summary data is available for this year.$1.57$0.00$0.06$0.06$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 13, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRAD BAKERTrustee-$0--
DUSTIN SHIVVERSTrustee-$0--
SUE CURNUTTETrustee-$0--
Filing and Contact Details

Filer

Filer Name
Carl A Erickson Education Trust
EIN
42-6480641
In Care Of
% Paul M Goldsmith
Phone
6417745989
Address
PO Box 714, Chariton, IA 50049

Signing Officer

Name
Paul M Goldsmith
Title
Attorney
Phone
6417745989
Signed
2024-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Goldsmith Law Office
Address
P O Box 714, Chariton, IA 50049
Preparer
Paul M Goldsmith
Phone
6417745989
Raw XML Appendix299 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0926 N Main St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1915 N 5th St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21620 Armory Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt312355 550th St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt420961 440th St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt547758 305th Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Chariton
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Chariton
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Chariton
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Lucas
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Chariton
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Russell
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd050049
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd150049
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd250049
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd350151
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd450049
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd550238
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt02912
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/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0311
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0311
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0Carl A Erickson Education Trust
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0PO BOX 714
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Chariton
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0IA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd050049
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt04085
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Goldsmith Law Office
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0883
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Bank fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt05
OtherIncreasesSchedule/OtherIncreasesDetail/Amt09440
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Stock increase
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PAUL M GOLDSMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Attorney
ReturnHeader/BusinessOfficerGrp/PhoneNum06417745989
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Carl A Erickson Education Trust
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Carl A Erickson Scholarship
ReturnHeader/Filer/BusinessNameControlTxt0CARL
ReturnHeader/Filer/EIN0426480641
ReturnHeader/Filer/InCareOfNm0% Paul M Goldsmith
ReturnHeader/Filer/PhoneNum06417745989
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 714
ReturnHeader/Filer/USAddress/CityNm0Chariton
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd050049
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0421306158
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Goldsmith Law Office
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0P O Box 714
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Chariton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd050049
ReturnHeader/PreparerPersonGrp/PhoneNum06417745989
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAUL M GOLDSMITH
ReturnHeader/ReturnTs02024-11-13T12:38:42-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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