Civic Intelligence

Conrad Heskin Charitable Trust 1020027200

990 • Fiscal year 2020 • EIN 45-0461889

Jan 01, 2020 to Dec 31, 2020 • Filed on May 17, 2021

Organization ProfileN/A
2300 S Columbia RdGrand Forks, ND 58201

(701) 795-3212

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

15th percentile

0.00x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

93rd percentile

63%

Higher net margin than 93% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

40th percentile

$18,287

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 8.6% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

57th percentile

9.0%

Faster asset growth than 57% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

93rd percentile

105%

Faster revenue growth than 93% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$1,605,387

Up $132,735 (+9.0%) from 2019

Net Assets

Up

$1,605,387

Up $132,735 (+9.0%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin93rd percentile

Revenue

Up

$211,522

Up $108,259 (+105%) from 2019

Expenses

Up

$78,787

Up $14,383 (+22%) from 2019

Net Income

Up

$132,735

Up $93,876 (+242%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,215,447Liabilities 2011: $0Net Assets 2011: $1,215,4472011Assets 2012: $1,223,049Liabilities 2012: $0Net Assets 2012: $1,223,0492012Assets 2013: $1,277,918Liabilities 2013: $0Net Assets 2013: $1,277,9182013Assets 2014: $1,330,354Liabilities 2014: $0Net Assets 2014: $1,330,3542014Assets 2015: $1,377,815Liabilities 2015: $0Net Assets 2015: $1,377,8152015Assets 2016: $1,362,182Liabilities 2016: $0Net Assets 2016: $1,362,1822016Assets 2017: $1,446,199Liabilities 2017: $0Net Assets 2017: $1,446,1992017Assets 2018: $1,433,793Liabilities 2018: $0Net Assets 2018: $1,433,7932018Assets 2019: $1,472,652Liabilities 2019: $0Net Assets 2019: $1,472,6522019Assets 2020: $1,605,387Liabilities 2020: $0Net Assets 2020: $1,605,3872020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021

Highlighted filing

2020

Assets$1,605,387
Liabilities$0
Net Assets$1,605,387
Open 2020 Filing

Operations Trend

Revenue Growth93rd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2011: $61,256Expenses 2011: $45,200Net Income 2011: $16,0562011Revenue 2012: $56,635Expenses 2012: $49,033Net Income 2012: $7,6022012Revenue 2013: $99,118Expenses 2013: $44,249Net Income 2013: $54,8692013Revenue 2014: $94,994Expenses 2014: $42,558Net Income 2014: $52,4362014Revenue 2015: $97,016Expenses 2015: $49,555Net Income 2015: $47,4612015Revenue 2016: $74,243Expenses 2016: $89,876Net Income 2016: -$15,6332016Revenue 2017: $102,505Expenses 2017: $18,488Net Income 2017: $84,0172017Revenue 2018: $96,803Expenses 2018: $109,209Net Income 2018: -$12,4062018Revenue 2019: $103,263Expenses 2019: $64,404Net Income 2019: $38,8592019Revenue 2020: $211,522Expenses 2020: $78,787Net Income 2020: $132,7352020Revenue 2021: $281,368Expenses 2021: $1,874,204Net Income 2021: -$1,592,8362021

Highlighted filing

2020

Revenue$211,522
Expenses$78,787
Net Income$132,735
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 17, 2021
Return Version
2020v4.1
Gross Receipts
$1,205,883
Mission and Program Overview

Mission

The organization has two main missions. First, to provide scholarships to needy students for two local high schools. Second, to provide funds for a local nursing facility to support its operation and enrich the lives of its residents.

The will of Conrad Heskin provided for the creation of a trust for 1 Tri-County Health Care Foundation for the benefit of the Tri-County Nursing Home, 2 Scholarships for the Hatton and Northwood, ND public schools. All the annual net income is to be distributed each year.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,292,849$1,441,539▲ $148,690
Cap Stk Tr Prin Current Funds$938,090$938,090→ $0
Rtn Earn Endowment Incm Other Fnds$534,562$667,297▲ $132,735
Investments Other Securities$158,759$157,803▼ $956
Savings and Temporary Cash Investments$21,044$6,045▼ $14,999
Total Assets$1,472,652$1,605,387▲ $132,735
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,472,652$1,605,387▲ $132,735
Total Liabilities and Net Assets / Fund Balance$1,472,652$1,605,387▲ $132,735

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$157,803--
Compensation and Service Providers
Top Officer Pay40th percentile

Employees

NameTitleBaseTotal
Dave VoldTrustee$18,287$18,287

Board Members and Trustees

NameTitle
-Board Member
Barbara HuusBoard Member
Mark DucanBoard Member
Sharon DoedenBoard Member
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$211,522
Other Revenue
$0
Change in Net Assets
$132,735
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$60,000
Salaries, Compensation, and Employee Benefits$14,572
Other Expenses$4,215
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$60,000--$60,000
Current Officers, Directors, Trustees, and Key Employees$9,715$4,857-$14,572
Fees for Services Accounting-$3,715-$3,715
Fees for Services Legal-$500-$500
Total Functional Expenses$69,715$9,072$0$78,787
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Tri Valley Health Care FoundationHatton, ND9Fund Activities$30,000
Hatton Public School DistrictHatton, ND2Scholarships$15,000
Northwood Public School DistrictNorthwood, ND2Scholarships$15,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11A,B

“The trust document does not establish a governing body. All authority is given to the trustee, however the document provides for the designation of individuals to assist the schools superintendent and principal in awarding scholarships. The trustee prepares, reviews and signs the tax return.”

Form 990, Part V, Section C, Line 19

“Any person or group can request, in writing to the trustee, any trust documents that are considered to be public documents, including the tax return.”

Filing and Contact Details

Filer

Filer Name
Heskin Conrad Charitable Trust
EIN
45-0461889
Phone
7017953212
Address
2300 S Columbia Rd, Grand Forks, ND 58201

Signing Officer

Name
Claire Herland
Title
Trustee
Signed
2021-05-17
Discuss with paid preparer
No

Organization Details

Formed
2002
Legal Domicile
Nd
Voting Board Members
5
Independent Board Members
5
Employees
0

Preparer

Firm
Alerus Financial
Address
2300 S Columbia Rd, Grand Forks, ND 58201
Preparer
Brenda Jobe
Phone
7017953212
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IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt01801200
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt01602256
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt013543
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt024539
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt01787657
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt01577717
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt027018
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt024034
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt01774182
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt01578222
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt062096
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt055238
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt01801200
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt01602256
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt062096
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt055238
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt03
IRS990ScheduleA/SupportedOrganizationsTotalCnt03
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0363518476
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1456001733
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IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd1true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd2true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd09
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd12
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd22
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt20
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt030000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt115000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt215000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Tri County Health Care Foundation
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1Hatton (ND) Public School
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt2Northwood (ND) Public School
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt060000
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0false
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Federal income taxes
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0157803
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Financial derivatives and other financial products
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Closely-held equity interests
IRS990ScheduleD/OtherSecuritiesGrp/Desc2Common Trust Funds - International
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/TotalBookValueSecuritiesAmt0157803
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt030000
IRS990ScheduleI/RecipientTable/CashGrantAmt115000
IRS990ScheduleI/RecipientTable/CashGrantAmt215000
IRS990ScheduleI/RecipientTable/IRCSectionDesc09
IRS990ScheduleI/RecipientTable/IRCSectionDesc12
IRS990ScheduleI/RecipientTable/IRCSectionDesc22
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Fund Activities
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1Scholarships
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2Scholarships
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Tri Valley Health Care Foundation
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1Hatton Public School District
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2Northwood Public School District
IRS990ScheduleI/RecipientTable/RecipientEIN0363518486
IRS990ScheduleI/RecipientTable/RecipientEIN1456001733
IRS990ScheduleI/RecipientTable/RecipientEIN2456000666
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0930 Dakota Avenue
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1PO Box 200
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2PO Box 250
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Hatton
IRS990ScheduleI/RecipientTable/USAddress/CityNm1Hatton
IRS990ScheduleI/RecipientTable/USAddress/CityNm2Northwood
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0ND
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1ND
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2ND
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd058240
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd158240
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The trust document does not establish a governing body. All authority is given to the trustee, however the document provides for the designation of individuals to assist the schools superintendent and principal in awarding scholarships. The trustee prepares, reviews and signs the tax return.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Any person or group can request, in writing to the trustee, any trust documents that are considered to be public documents, including the tax return.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11a,b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part V, Section C, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01472652
IRS990/TotalAssetsEOYAmt01605387
IRS990/TotalAssetsGrp/BOYAmt01472652
IRS990/TotalAssetsGrp/EOYAmt01605387
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt09072
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt069715
IRS990/TotalFunctionalExpensesGrp/TotalAmt078787
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01472652
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01605387
IRS990/TotalProgramServiceExpensesAmt069715
IRS990/TotalReportableCompFromOrgAmt018287
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt039466
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0211522
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01472652
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01605387
IRS990/TravelGrp/TotalAmt00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,605,387
Liabilities
$0
Net assets
$1,605,387
Revenue
$211,522
Expenses
$78,787
Net income
$132,735
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.28$1.87$1.59
2020Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.21$0.08$0.13
2019Summary only. Only limited summary data is available for this year.$1.47$0.00$1.47$0.10$0.06$0.04
2018Summary only. Only limited summary data is available for this year.$1.43$0.00$1.43$0.10$0.11$0.01
2017Summary only. Only limited summary data is available for this year.$1.45$0.00$1.45$0.10$0.02$0.08
2016Summary only. Only limited summary data is available for this year.$1.36$0.00$1.36$0.07$0.09$0.02
2015Summary only. Only limited summary data is available for this year.$1.38$0.00$1.38$0.10$0.05$0.05
2014Summary only. Only limited summary data is available for this year.$1.33$0.00$1.33$0.09$0.04$0.05
2013Summary only. Only limited summary data is available for this year.$1.28$0.00$1.28$0.10$0.04$0.05
2012Summary only. Only limited summary data is available for this year.$1.22$0.00$1.22$0.06$0.05$0.01
2011Summary only. Only limited summary data is available for this year.$1.22$0.00$1.22$0.06$0.05$0.02