Civic Intelligence

Carl a Erickson Education Trust

990PF • Fiscal year 2023 • EIN 42-6480641

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 14, 2023

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

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

45th percentile

0.0%

Higher net margin than 45% 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

9th percentile

-52%

Faster asset growth than 9% of similar nonprofits.

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

Revenue Growth

48th percentile

2.5%

Faster revenue growth than 48% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$154,777

Down $168,052 (-52%) from 2022

Net Assets

Down

$154,777

Down $9,650 (-5.9%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin45th percentile

Revenue

Up

$3,883

Up $93 (+2.5%) from 2022

Expenses

Down

$3,883

Down $706 (-15%) from 2022

Net Income

Up

$0

Up $799 (+100%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth9th 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

2023

Assets$154,777
Liabilities$0
Net Assets$154,777
Open 2023 Filing

Operations Trend

Revenue Growth48th 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

2023

Revenue$3,883
Expenses$3,883
Net Income$0
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 14, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRAD BAKERTrustee-$0--
CASSANDRA DEHOEDTTrustee-$0--
SUE CURNUTTETrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-College tuitionIChariton, IA, US$500
Paid Grant-College tuitionILucas, IA, US$500
Paid Grant-College TuitionIChariton, IA, US$500
Paid Grant-College tuitionIChariton, IA, US$250
Paid Grant-College tuitionIChariton, IA, US$250
Paid Grant-College tuitionIRussell, IA, US$250
Paid Grant-College TuitionIChariton, IA, US$250
Paid Grant-College tuitionIChariton, IA, US$250
Paid Grant-College tuitionIChariton, IA, US$250
Paid Grant-College TuitionILucas, IA, US$250
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
2023-11-14
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 Appendix334 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/RecipientUSAddress/AddressLine1Txt255158 260th Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt312028
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt41328 Roland Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5711 S Prarie Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6735 Braden Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt722362 435th Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt822890 562nd Lane
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt912355 550th Street
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Bank fees
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ReturnHeader/ReturnTs02023-11-14T11:49:33-06:00
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ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$154,777
Liabilities
$0
Net assets
$154,777
Revenue
$3,883
Expenses
$3,883
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