Civic Intelligence

Robert Hartwig Charitable Trust

990PF • Fiscal year 2019 • EIN 83-6885183

Sep 01, 2019 to Dec 31, 2019 • Filed on May 22, 2020

Organization Profile
Cherokee State Bank TrusteeCherokee, IA 51012

(712) 225-3000

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

99th percentile

100%

Higher net margin than 99% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

$2,447,669

No earlier filing loaded for comparison.

Net Assets

$2,447,669

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin99th percentile

Revenue

$2,447,646

No earlier filing loaded for comparison.

Expenses

$0

No earlier filing loaded for comparison.

Net Income

$2,447,646

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$3.0M$2.0M$1.0M$0Assets 2019: $2,447,669Liabilities 2019: $0Net Assets 2019: $2,447,6692019Assets 2020: $2,514,538Liabilities 2020: $0Net Assets 2020: $2,514,5382020Assets 2021: $2,555,320Liabilities 2021: $0Net Assets 2021: $2,555,3202021Assets 2022: $2,478,378Liabilities 2022: $0Net Assets 2022: $2,478,3782022Assets 2023: $2,458,954Liabilities 2023: $0Net Assets 2023: $2,458,9542023Assets 2024: $2,574,885Liabilities 2024: $0Net Assets 2024: $2,574,8852024

Highlighted filing

2019

Assets$2,447,669
Liabilities$0
Net Assets$2,447,669
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2019: $2,447,646Expenses 2019: $0Net Income 2019: $2,447,6462019Revenue 2020: $86,504Expenses 2020: $19,742Net Income 2020: $66,7622020Revenue 2021: $98,485Expenses 2021: $58,624Net Income 2021: $39,8612021Revenue 2022: -$18,203Expenses 2022: $59,529Net Income 2022: -$77,7322022Revenue 2023: $59,621Expenses 2023: $79,045Net Income 2023: -$19,4242023Revenue 2024: $186,994Expenses 2024: $71,063Net Income 2024: $115,9312024

Highlighted filing

2019

Revenue$2,447,646
Expenses$0
Net Income$2,447,646
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2019 to Dec 31, 2019
Signed
May 22, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHEROKEE STATE BANKTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Robert Hartwig Charitable Trust
EIN
83-6885183
Phone
7122253000
Address
CHEROKEE STATE BANK TRUSTEE, CHEROKEE, IA 51012

Signing Officer

Name
Cherokee State Bank
Title
Trustee
Phone
7122253000
Signed
2020-05-22
Discuss with paid preparer
Yes

Preparer

Firm
Burkhardt & Dawson Cpas
Address
793 NORTH SECOND STREET, CHEROKEE, IA 51012
Preparer
Donna R Burkhardt CPA
Phone
7122255755
Raw XML Appendix272 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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IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc1STOCKS - MUTUAL FUNDS
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OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ROUNDING
OtherIncreasesSchedule/OtherIncreasesDetail/Amt025
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0NON DIVIDEND DISTRIBUTION
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHEROKEE STATE BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07122253000
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROBERT HARTWIG CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0836885183
ReturnHeader/Filer/PhoneNum07122253000
ReturnHeader/Filer/USAddress/AddressLine1Txt0CHEROKEE STATE BANK TRUSTEE
ReturnHeader/Filer/USAddress/CityNm0CHEROKEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd051012
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0201892306
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BURKHARDT & DAWSON CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0793 NORTH SECOND STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHEROKEE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd051012
ReturnHeader/PreparerPersonGrp/PhoneNum07122255755
ReturnHeader/PreparerPersonGrp/PreparationDt02020-05-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DONNA R BURKHARDT CPA
ReturnHeader/ReturnTs02020-05-28T14:03:40-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-09-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$2,447,669
Liabilities
$0
Net assets
$2,447,669
Revenue
$2,447,646
Expenses
$0
Net income
$2,447,646
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.57$0.00$2.57$0.19$0.07$0.12
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.46$0.00$2.46$0.06$0.08$0.02
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.48$0.00$2.48$0.02$0.06$0.08
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.56$0.00$2.56$0.10$0.06$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.51$0.00$2.51$0.09$0.02$0.07
2019Detailed filing. Detailed filing data is available for this year.$2.45$0.00$2.45$2.45$0.00$2.45