Civic Intelligence

Kerstetter Foundation Charitable Trust

990 • Fiscal year 2019 • EIN 52-2206880

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 06, 2020

Organization ProfileN/A
28495 Granville LaneTrappe, MD 21673

(410) 476-3366

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

Higher debt load relative to assets than 33% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

50th percentile

0.03x

Higher debt load relative to revenue than 50% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Net Margin

55th percentile

5.8%

Higher net margin than 55% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

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

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Asset Growth

37th percentile

-0.8%

Faster asset growth than 37% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

87th percentile

56%

Faster revenue growth than 87% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Down

$929,292

Down $7,090 (-0.8%) from 2018

Net Assets

Up

$926,558

Up $5,351 (+0.6%) from 2018

Liabilities

Down

$2,734

Down $12,441 (-82%) from 2018

Revenue And Expenses
Liabilities / Revenue50th percentileNet Margin55th percentile

Revenue

Up

$91,723

Up $32,975 (+56%) from 2018

Expenses

Up

$86,372

Up $31,638 (+58%) from 2018

Net Income

Up

$5,351

Up $1,337 (+33%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

$1.0M$500K$0Assets 2009: $920,725Liabilities 2009: $26,0002009Assets 2010: $926,688Liabilities 2010: $26,000Net Assets 2010: $900,6882010Assets 2012: $940,414Liabilities 2012: $26,000Net Assets 2012: $914,4142012Assets 2013: $939,832Liabilities 2013: $26,000Net Assets 2013: $913,8322013Assets 2014: $943,042Liabilities 2014: $26,000Net Assets 2014: $917,0422014Assets 2015: $929,757Liabilities 2015: $26,000Net Assets 2015: $903,7572015Assets 2016: $943,192Liabilities 2016: $26,000Net Assets 2016: $917,1922016Assets 2017: $931,273Liabilities 2017: $14,080Net Assets 2017: $917,1932017Assets 2018: $936,382Liabilities 2018: $15,175Net Assets 2018: $921,2072018Assets 2019: $929,292Liabilities 2019: $2,734Net Assets 2019: $926,5582019Assets 2020: $937,528Liabilities 2020: $10,601Net Assets 2020: $926,9272020Assets 2021: $940,247Liabilities 2021: $1,094Net Assets 2021: $939,1532021Assets 2022: $971,888Liabilities 2022: $1,094Net Assets 2022: $970,7942022Assets 2023: $968,579Liabilities 2023: $0Net Assets 2023: $968,5792023Assets 2024: $967,814Liabilities 2024: $0Net Assets 2024: $967,8142024

Highlighted filing

2019

Assets$929,292
Liabilities$2,734
Net Assets$926,558
Open 2019 Filing

Operations Trend

Revenue Growth87th percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2009: $16,805Expenses 2009: $17,696Net Income 2009: -$8912009Revenue 2010: $22,120Expenses 2010: $16,157Net Income 2010: $5,9632010Revenue 2012: $13,020Expenses 2012: $12,083Net Income 2012: $9372012Revenue 2013: $19,001Expenses 2013: $19,583Net Income 2013: -$5822013Revenue 2014: $18,881Expenses 2014: $15,671Net Income 2014: $3,2102014Revenue 2015: $12,073Expenses 2015: $25,358Net Income 2015: -$13,2852015Revenue 2016: $48,752Expenses 2016: $35,317Net Income 2016: $13,4352016Revenue 2017: $49,174Expenses 2017: $49,173Net Income 2017: $12017Revenue 2018: $58,748Expenses 2018: $54,734Net Income 2018: $4,0142018Revenue 2019: $91,723Expenses 2019: $86,372Net Income 2019: $5,3512019Revenue 2020: $138,344Expenses 2020: $137,975Net Income 2020: $3692020Revenue 2021: $153,967Expenses 2021: $141,741Net Income 2021: $12,2262021Revenue 2022: $168,882Expenses 2022: $137,241Net Income 2022: $31,6412022Revenue 2023: $25,887Expenses 2023: $28,102Net Income 2023: -$2,2152023Revenue 2024: $42,859Expenses 2024: $43,624Net Income 2024: -$7652024

Highlighted filing

2019

Revenue$91,723
Expenses$86,372
Net Income$5,351
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 6, 2020
Return Version
2019v5.1
Gross Receipts
$101,000
Mission and Program Overview

Mission

Development of working farm surrounded by a native plant garden; minimize detrimental runoff to latrappe creek and natural habitat conservation.

Development of working farm surrounded by a native plant garden; minimize detrimental runoff to latrappe creek and natural habitate conservation.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$927,069$927,069→ $0
Loans From Officers Directors$15,175$2,734▼ $12,441
Cash and Non-Interest-Bearing Accounts$9,313$2,223▼ $7,090
Total Assets$936,382$929,292▼ $7,090
Liabilities
Total Liabilities$15,175$2,734▼ $12,441
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$921,207$926,558▲ $5,351
Total Net Assets Fund Balance$921,207$926,558▲ $5,351
Total Liabilities and Net Assets / Fund Balance$936,382$929,292▼ $7,090

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$927,069--
Compensation and Service Providers
Top Officer Pay50th percentile

Board Members and Trustees

NameTitle
Donald R KerstetterTrustee/president
Anne P KerstetterTrustee/vice President
Anna Marie DennenTrustee
Cleo BraverTrustee
Ja GrundyTrustee
Stephen M SchlichterTrustee/secretary/treasure
Revenue and Support

Revenue Composition

Contributions and Grants
$95,000
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$-3,277
All Other Contributions
$95,000
Change in Net Assets
$5,351
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$86,372
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$3,527$3,380-$3,380
Total Functional Expenses$82,992$3,380$0$86,372
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$15,175$2,734▼ $12,441
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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 A, Line 2

“Trustees donald r kerstetter and anne p kerstetter are husband and wife.”

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

“The 990 is prepared by an independent cpa and sent to the trustees to be reviewed and signed prior to it being filed.”

Form 990, Part VI, Section C, Line 19

“The governing documents, conflict of interest policy, and financial statements are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Kerstetter Foundation Charitable Trust
EIN
52-2206880
Phone
4104763366
Address
28495 GRANVILLE LANE, TRAPPE, MD 21673

Signing Officer

Name
Anne P Kerstetter
Title
Trustee
Phone
4104763366
Signed
2020-07-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Anne P Kerstetter
Formed
1996
Legal Domicile
Md
Voting Board Members
6
Independent Board Members
4
Employees
0
Volunteers
0

Preparer

Firm
Accounting Strategies Group LLC
Address
PO BOX 369, PRESTON, MD 21655
Preparer
John D Ireland CPA
Phone
4106731384
Raw XML Appendix372 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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IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0TO FUND THE ONGOING ACTIVITIES OF THE ORGANIZATION.
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt026000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0DONALD R KERSTETTER
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd01
IRS990ScheduleL/TotalBalanceDueAmt02734
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TRUSTEES DONALD R KERSTETTER AND ANNE P KERSTETTER ARE HUSBAND AND WIFE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 990 IS PREPARED BY AN INDEPENDENT CPA AND SENT TO THE TRUSTEES TO BE REVIEWED AND SIGNED PRIOR TO IT BEING FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0936382
IRS990/TotalAssetsEOYAmt0929292
IRS990/TotalAssetsGrp/BOYAmt0936382
IRS990/TotalAssetsGrp/EOYAmt0929292
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt095000
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt03380
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt082992
IRS990/TotalFunctionalExpensesGrp/TotalAmt086372
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt015175
IRS990/TotalLiabilitiesEOYAmt02734
IRS990/TotalLiabilitiesGrp/BOYAmt015175
IRS990/TotalLiabilitiesGrp/EOYAmt02734
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0921207
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0926558
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt082992
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0-3277
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt091723
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0936382
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0929292
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt028495 GRANVILLE LANE
IRS990/USAddress/CityNm0TRAPPE
IRS990/USAddress/StateAbbreviationCd0MD
IRS990/USAddress/ZIPCd021673
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02020-11-06 18:47:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ANNE P KERSTETTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04104763366
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KERSTETTER FOUNDATION CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0KERS
ReturnHeader/Filer/EIN0522206880
ReturnHeader/Filer/PhoneNum04104763366
ReturnHeader/Filer/USAddress/AddressLine1Txt028495 GRANVILLE LANE
ReturnHeader/Filer/USAddress/CityNm0TRAPPE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd021673
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId06C9B1A35775087DBDB8A6D25ECA509C7F6C27838
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.92.151.197
ReturnHeader/FilingSecurityInformation/IPDt02020-07-06
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm016:38:03
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0263654652
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ACCOUNTING STRATEGIES GROUP LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 369
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PRESTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd021655
ReturnHeader/PreparerPersonGrp/PhoneNum04106731384
ReturnHeader/PreparerPersonGrp/PreparationDt02020-07-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN D IRELAND CPA
ReturnHeader/ReturnTs02020-07-07T11:02:04-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$929,292
Liabilities
$2,734
Net assets
$926,558
Revenue
$91,723
Expenses
$86,372
Net income
$5,351
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.68$0.00$9.68$0.43$0.44$0.01
2023Detailed filing. Detailed filing data is available for this year.$9.69$0.00$9.69$0.26$0.28$0.02
2022Detailed filing. Detailed filing data is available for this year.$9.72$0.01$9.71$1.69$1.37$0.32
2021Detailed filing. Detailed filing data is available for this year.$9.40$0.01$9.39$1.54$1.42$0.12
2020Detailed filing. Detailed filing data is available for this year.$9.38$0.11$9.27$1.38$1.38$0.00
2019Detailed filing. Detailed filing data is available for this year.$9.29$0.03$9.27$0.92$0.86$0.05
2018Detailed filing. Detailed filing data is available for this year.$9.36$0.15$9.21$0.59$0.55$0.04
2017Detailed filing. Detailed filing data is available for this year.$9.31$0.14$9.17$0.49$0.49$0.00
2016Detailed filing. Detailed filing data is available for this year.$9.43$0.26$9.17$0.49$0.35$0.13
2015Summary only. Only limited summary data is available for this year.$9.30$0.26$9.04$0.12$0.25$0.13
2014Summary only. Only limited summary data is available for this year.$9.43$0.26$9.17$0.19$0.16$0.03
2013Summary only. Only limited summary data is available for this year.$9.40$0.26$9.14$0.19$0.20$0.01
2012Summary only. Only limited summary data is available for this year.$9.40$0.26$9.14$0.13$0.12$0.01
2010Summary only. Only limited summary data is available for this year.$9.27$0.26$9.01$0.22$0.16$0.06
2009Summary only. Only limited summary data is available for this year.$9.21$0.26$0.17$0.18$0.01