Civic Intelligence

The Edwards Charitable Foundation Trust

990PF • Fiscal year 2018 • EIN 81-7086863

Jan 01, 2018 to Dec 31, 2018 • Filed on Dec 09, 2019

Organization Profile
PO Box 317Conner, MT 59827

(760) 855-5805

Siviq Scores

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

Liabilities / Assets

84th percentile

0.18x

Higher debt load relative to assets than 84% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

91st percentile

0.37x

Higher debt load relative to revenue than 91% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

96th percentile

79%

Higher net margin than 96% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

86th percentile

45%

Faster asset growth than 86% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

17th percentile

-29%

Faster revenue growth than 17% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets84th percentile

Assets

Up

$225,016

Up $70,075 (+45%) from 2017

Net Assets

Up

$185,252

Up $70,075 (+61%) from 2017

Liabilities

Flat

$39,764

Flat from 2017

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin96th percentile

Revenue

Down

$108,320

Down $44,574 (-29%) from 2017

Expenses

Down

$22,746

Down $14,971 (-40%) from 2017

Net Income

Down

$85,574

Down $29,603 (-26%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth86th percentile

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

$600K$400K$200K$0Assets 2017: $154,941Liabilities 2017: $39,764Net Assets 2017: $115,1772017Assets 2018: $225,016Liabilities 2018: $39,764Net Assets 2018: $185,2522018Assets 2019: $343,991Liabilities 2019: $1Net Assets 2019: $343,9912019Assets 2020: $339,548Liabilities 2020: $1Net Assets 2020: $339,5482020Assets 2021: $591,858Liabilities 2021: $1Net Assets 2021: $591,8582021Assets 2022: $4,432Liabilities 2022: $1Net Assets 2022: $4,4322022Assets 2023: $550,080Liabilities 2023: $1Net Assets 2023: $550,0802023Assets 2024: $581,217Liabilities 2024: $0Net Assets 2024: $581,2172024

Highlighted filing

2018

Assets$225,016
Liabilities$39,764
Net Assets$185,252
Open 2018 Filing

Operations Trend

Revenue Growth17th percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2017: $152,894Expenses 2017: $37,717Net Income 2017: $115,1772017Revenue 2018: $108,320Expenses 2018: $22,746Net Income 2018: $85,5742018Revenue 2019: $154,287Expenses 2019: $18,319Net Income 2019: $135,9682019Revenue 2020: $14,800Expenses 2020: $13,657Net Income 2020: $1,1432020Revenue 2021: $22,864Expenses 2021: $17,470Net Income 2021: $5,3942021Revenue 2022: -$9,851Expenses 2022: $19,182Net Income 2022: -$29,0332022Revenue 2023: $1Expenses 2023: $24,144Net Income 2023: -$24,1432023Revenue 2024: $62,481Expenses 2024: $31,344Net Income 2024: $31,1372024

Highlighted filing

2018

Revenue$108,320
Expenses$22,746
Net Income$85,574
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Dec 9, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES R EDWARDSCo-Found Ttee-$0--
MARIE ANN BECKCo-Found Ttee-$0--
Filing and Contact Details

Filer

Filer Name
The Edwards Charitable Foundation Trust
EIN
81-7086863
Phone
7608555805
Address
PO BOX 317, CONNER, MT 59827

Signing Officer

Name
James R Edwards
Title
Co-found Ttee
Signed
2019-12-09
Discuss with paid preparer
Yes

Preparer

Firm
Hutchinson and Bloodgood LLP
Address
7676 Hazard Center Drive Suite 1150, San Diego, CA 92108
Preparer
David Thompson CPA
Phone
6198496500
Raw XML Appendix327 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JAMES R EDWARDS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MARIE ANN BECK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CO-FOUND TTEE
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IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt012881
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IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
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IRS990PF/StatementsRegardingActyGrp/PhoneNum07608555805
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IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0http://www.edwardscharitablefoundation.org
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0Application Form available on-line
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0THE EDWARDS CHARITABLE FOUNDATION T
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0The Edwards Charitable Foundation Trust may provide preference for Charitable organizations having Charitable Purposes that generally benefit the geographic area of the State of Montana, and particularly Lake County and the surrounding areas thereto, including support of the following specific causes:{1) Programs in support of the following causes:{i) River and/or lake enhancement, fish and wildlife conservation, and environmental conservation;{ii) Child, women and/or family abuse prevention and education;(iii) Assistance to active and non-active military and their families;(iv) Assistance to persons with mental or physical special needs including persons born with disabilities and military veterans with acquired disabilities; {v) Youth education and/or youth sports (including equipment and fields); and {vi) Financial scholarships for persons in financial need to attend college, university and/or a trade school.(2) Support for the following charitable entities:{i) Local libraries;{ii)
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0JAMES R EDWARDS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt31650
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0PROVIDE FUNDS FOR CHILDREN'S PROGRAMS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SUPPORT OF CHILD ADVOCACY CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2RENOVATION OF FIRE TRUCK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3PURCHASE DEFIBRILLATOR FOR FIRE STATION
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0FRIENDS DARBY LIBRARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1EMMA'S HOUSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2CHIEF CLIFF VOLUNTEER FIRE DEPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3DARBY VOLUNTEER FIRE DEPT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3500 N MAIN STREET
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1HAMILTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2PROCTOR
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd259929
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd359829
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt09837
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/AppliedToCurrentYearAmt010918
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt010918
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt027376
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt029339
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01963
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt027376
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt012881
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01963
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt029339
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt027376
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0JAMES R EDWARDS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0PO BOX 317
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0CONNER
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0MT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd059827
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0100000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt0462
LandEtcSchedule2/LandEtcGrp/BookValueAmt01697
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0Machinery and Equipment
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt02159
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt01697
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHARGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT MANAGEMENT FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2SUPPLIES & SOFTWARE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3WEB DESIGN & MAINTENANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt094
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt156
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2433
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0219
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt12421
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2131
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt31012
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0313
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt12421
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2187
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt31445
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt08142
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0LEGAL & PROFESSIONAL FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt02443
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt05699
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0JAMES R EDWARDS
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0PO BOX 317
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0CONNER
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0MT
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd059827
TaxesSchedule/TaxesDetail/Amt050
TaxesSchedule/TaxesDetail/Amt133
TaxesSchedule/TaxesDetail/Amt210
TaxesSchedule/TaxesDetail/CategoryTxt0ATTY GEN RRF1
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt2FRANCHISE TAX BOARD
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt015
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt13
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt035
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt133
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt27
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES R EDWARDS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-FOUND TTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-12-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE EDWARDS CHARITABLE FOUNDATION TRUST
ReturnHeader/Filer/BusinessNameControlTxt0EDWA
ReturnHeader/Filer/EIN0817086863
ReturnHeader/Filer/PhoneNum07608555805
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 317
ReturnHeader/Filer/USAddress/CityNm0CONNER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd059827
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0950858589
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Hutchinson and Bloodgood LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07676 Hazard Center Drive Suite 1150
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Diego
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092108
ReturnHeader/PreparerPersonGrp/PhoneNum06198496500
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0David Thompson CPA
ReturnHeader/ReturnTs02019-12-09T08:09:39-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$225,016
Liabilities
$39,764
Net assets
$185,252
Revenue
$108,320
Expenses
$22,746
Net income
$85,574
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.81$0.00$5.81$0.62$0.31$0.31
2023Detailed filing. Detailed filing data is available for this year.$5.50$0.00$5.50$0.00$0.24$0.24
2022Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.04$0.10$0.19$0.29
2021Detailed filing. Detailed filing data is available for this year.$5.92$0.00$5.92$0.23$0.17$0.05
2020Detailed filing. Detailed filing data is available for this year.$3.40$0.00$3.40$0.15$0.14$0.01
2019Detailed filing. Detailed filing data is available for this year.$3.44$0.00$3.44$1.54$0.18$1.36
2018Detailed filing. Detailed filing data is available for this year.$2.25$0.40$1.85$1.08$0.23$0.86
2017Detailed filing. Detailed filing data is available for this year.$1.55$0.40$1.15$1.53$0.38$1.15