Civic Intelligence

The Edwards Charitable Foundation Trust

990PF • Fiscal year 2021 • EIN 81-7086863

Jan 01, 2021 to Dec 31, 2021 • Filed on May 02, 2022

PO Box 317Conner, MT 59827

(406) 821-3362

Siviq Scores

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

Liabilities / Assets

40th percentile

0.00x

Higher debt load relative to assets than 40% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

41st percentile

0.00x

Higher debt load relative to revenue than 41% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Net Margin

65th percentile

24%

Higher net margin than 65% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

56th percentile

$0

Higher top officer pay than 56% of similar nonprofits.

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Asset Growth

91st percentile

74%

Faster asset growth than 91% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

73rd percentile

54%

Faster revenue growth than 73% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Assets

Up

$591,858

Up $252,310 (+74%) from 2020

Net Assets

Up

$591,858

Up $252,310 (+74%) from 2020

Liabilities

Flat

$1

Flat from 2020

Revenue

Up

$22,864

Up $8,064 (+54%) from 2020

Expenses

Up

$17,470

Up $3,813 (+28%) from 2020

Net Income

Up

$5,394

Up $4,251 (+372%) from 2020

Historical Trend

Balance Sheet Trend

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

2021

Assets$591,858
Liabilities$1
Net Assets$591,858

Operations Trend

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

2021

Revenue$22,864
Expenses$17,470
Net Income$5,394
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 2, 2022
Return Version
2021v4.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES R EDWARDSCo-Founder Trustee-$0--
MARIE ANN BECK CO-FOUND TCo-Founder Trustee-$0--
Filing and Contact Details

Filer

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

Signing Officer

Name
James Edwards
Title
Trustee
Phone
7602752257
Signed
2022-05-02
Discuss with paid preparer
Yes

Preparer

Firm
Mary Lemons EA Inc
Address
PO Box 470, Darby, MT 59829
Preparer
Mary Lemons
Phone
4068213362
Raw XML Appendix363 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 CO-FOUND T
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IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0DARBY FIRE DEPARTMENT
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt05000
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0THE EDWARDS CHARITABLE FOUNDATION TRUST MAY PROVIDE PREFERENCE FOR CHARITABLE ORGANIZATIONS HAVING CHARITABLE PUPRPOSESTHAT GENERALLY BENEFIT THE GEOGRAPHIC AREA OF THE STATE OF MONTANA AND PARTICULARARLY LAKE COUNTY AND THE SUROUNDING AREAS THERETO
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0THE EDWARDS CHARITABLE FOUNDATION T
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum07602752257
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 317
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0CONNER
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0MT
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd059827
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0CONSERVATION FAMILY ABUSE ASSISTANCE TO ACTIVE AND NON ACTIVE MILITARY MENTAL OR PHYSICAL NEEDSYOUTH EDUCATION SCHOLARSHIP FOR SPECIAL NEEDS FOR COLLEGESUPPORT LOCAL CHARITIES
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NA
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0JAMES R EDWARDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0101 12 S MARSHALL ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1500 N MAIN ST
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd159829
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
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IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt02041
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt028970
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt08796
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01963
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt010601
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt08796
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt09463
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01963
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt010601
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt07736
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt05695
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt09463
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt012564
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt018133
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt01081
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt11078
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LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0AUTO TRANSPORTATION EQUIP
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt1MACHINEY AND EQUIPMENT
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LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt11078
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OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt50
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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt04
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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3534
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt50
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OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt14076
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2200
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OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt4114
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt573
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0404
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt14076
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2298
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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4114
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt573
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0248000
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0EARNINGS WITHIN CORPUS OF HOLDINGS
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt10
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt20
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt30
TaxesSchedule/TaxesDetail/Amt050
TaxesSchedule/TaxesDetail/Amt173
TaxesSchedule/TaxesDetail/Amt20
TaxesSchedule/TaxesDetail/Amt398
TaxesSchedule/TaxesDetail/CategoryTxt0ATTY GEN FFR1
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt2FRANCHISE TAX BOARD
TaxesSchedule/TaxesDetail/CategoryTxt3IRS
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
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TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
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TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt050
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt173
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt398
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES EDWARDS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07602752257
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE EDWARDS CHARITABLE FOUNDATION TRUST
ReturnHeader/Filer/BusinessNameControlTxt0EDWA
ReturnHeader/Filer/EIN0817086863
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 317
ReturnHeader/Filer/USAddress/CityNm0CONNER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd059827
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0900211498
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Mary Lemons EA Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 470
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Darby
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd059829
ReturnHeader/PreparerPersonGrp/PhoneNum04068213362
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mary Lemons
ReturnHeader/ReturnTs02022-05-05T16:26:22-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JAMES
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0EDWARDS
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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