Civic Intelligence

Robert Hartwig Charitable Trust

990PF • Fiscal year 2020 • EIN 83-6885183

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 11, 2021

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

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

94th percentile

77%

Higher net margin than 94% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

49th percentile

$12,631

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 14.6% of source-year revenue.

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

49th percentile

2.7%

Faster asset growth than 49% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

1st percentile

-96%

Faster revenue growth than 1% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$2,514,538

Up $66,869 (+2.7%) from 2019

Net Assets

Up

$2,514,538

Up $66,869 (+2.7%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin94th percentile

Revenue

Down

$86,504

Down $2,361,142 (-96%) from 2019

Expenses

Up

$19,742

Up $19,742 from 2019

Net Income

Down

$66,762

Down $2,380,884 (-97%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

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

2020

Assets$2,514,538
Liabilities$0
Net Assets$2,514,538
Open 2020 Filing

Operations Trend

Revenue Growth1st percentile

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

2020

Revenue$86,504
Expenses$19,742
Net Income$66,762
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 11, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay49th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHEROKEE STATE BANKTrustee-$12,631-$12,631
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
2021-04-11
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 Appendix294 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/UndistributedIncomeGrp/UndistributedIncomePYAmt08279
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0ROBERT HARTWIG ESTATE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0212 W WILLOW
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0CHEROKEE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0IA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd051012
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt015106
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LandEtcSchedule2/LandEtcGrp/BookValueAmt01250000
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0LAND
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt01250000
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt01250000
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0117
OtherIncomeSchedule2/OtherIncomeDetail/Desc0DIVIDENDS ADJUSTMENT
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0117
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0117
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0107
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0NON DIVIDEND DISTRIBUTION
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt0142
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt11093
TaxesSchedule/TaxesDetail/Amt0142
TaxesSchedule/TaxesDetail/Amt11093
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAX EXPENSE
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0142
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt11093
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHEROKEE STATE BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07122253000
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-04-11
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/PreparationDt02021-04-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DONNA R BURKHARDT CPA
ReturnHeader/ReturnTs02021-04-13T17:00:47-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JARED
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KOCH
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$2,514,538
Liabilities
$0
Net assets
$2,514,538
Revenue
$86,504
Expenses
$19,742
Net income
$66,762
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
2020Detailed filing. Detailed filing data is available for this year.$2.51$0.00$2.51$0.09$0.02$0.07
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.45$0.00$2.45$2.45$0.00$2.45