Civic Intelligence

Carl a Erickson Education Trust

990PF • Fiscal year 2021 • EIN 42-6480641

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 12, 2021

Organization Profile
PO Box 714Chariton, IA 50049

(641) 774-5989

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

37th percentile

0.0%

Higher net margin than 37% 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

62nd percentile

12%

Faster asset growth than 62% of similar nonprofits.

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

Revenue Growth

64th percentile

24%

Faster revenue growth than 64% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$179,951

Up $19,586 (+12%) from 2020

Net Assets

$179,951

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin37th percentile

Revenue

Up

$6,546

Up $1,285 (+24%) from 2020

Expenses

Up

$6,546

Up $1,285 (+24%) from 2020

Net Income

Flat

$0

Flat from 2020

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

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

$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

2021

Assets$179,951
Liabilities$0
Net Assets$179,951
Open 2021 Filing

Operations Trend

Revenue Growth64th percentile

Revenue, expenses, and net income across loaded years, with this 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

2021

Revenue$6,546
Expenses$6,546
Net Income$0
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 12, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LARRY ACHENBACHTrustee-$0--
DUSTIN L CAINTrustee-$0--
SUE CURNUTTETrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-College tuitionIChariton, IA, US$1,000
Paid Grant-College tuitionIChariton, IA, US$500
Paid Grant-College tuitionIChariton, IA, US$500
Paid Grant-College tuitionIChariton, IA, US$500
Paid Grant-College tuitionIChariton, IA, US$500
Paid Grant-College tuitionIChariton, IA, US$500
Paid Grant-College tuitionIChariton, IA, US$500
Paid Grant-College tuitionIChariton, IA, US$500
Paid Grant-College tuitionIRussell, IA, US$458
Paid Grant-College tuitionIChariton, IA, US$336
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
2021-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Goldsmith Law Office
Address
PO Box 714, Chariton, IA 50049
Preparer
Paul M Goldsmith
Phone
6417745989
Raw XML Appendix350 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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ReturnHeader/ReturnTs02021-11-12T17:39:55-06:00
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ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$179,951
Liabilities
$0
Net assets
$179,951
Revenue
$6,546
Expenses
$6,546
Net income
$0
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