Civic Intelligence

Robert Hartwig Charitable Trust

990PF • Fiscal year 2024 • EIN 83-6885183

Jan 01, 2024 to Dec 31, 2024 • Filed on May 08, 2025

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

33rd percentile

0.00x

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Net Margin

91st percentile

62%

Higher net margin than 91% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

57th percentile

$36,884

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 19.7% of source-year revenue.

2024 filings • $1M-$5M nonprofits • Source year 2024

Asset Growth

55th percentile

4.7%

Faster asset growth than 55% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

93rd percentile

214%

Faster revenue growth than 93% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$2,574,885

Up $115,931 (+4.7%) from 2023

Net Assets

Up

$2,574,885

Up $115,931 (+4.7%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue33rd percentileNet Margin91st percentile

Revenue

Up

$186,994

Up $127,373 (+214%) from 2023

Expenses

Down

$71,063

Down $7,982 (-10%) from 2023

Net Income

Up

$115,931

Up $135,355 (+697%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth55th 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

2024

Assets$2,574,885
Liabilities$0
Net Assets$2,574,885
Open 2024 Filing

Operations Trend

Revenue Growth93rd 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

2024

Revenue$186,994
Expenses$71,063
Net Income$115,931
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 8, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHEROKEE STATE BANKTrustee-$18,442$18,442$36,884
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
2025-05-08
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 Appendix324 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/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt015% OF THE NET INCOME OF THE TRUST SHALL BE DISTRIBUTED ANNUALLY TO MIDWEST CHRISTIAN SERVICES. 15% OF THE NET INCOME OF THE TRUST SHALL BE DISTRIBUTED ANNUALLY TO ONE OR MORE PUBLIC SCHOOLS LOCATED WITH THE CHEROKEE COMMUNITY SCHOOL DISTRICT OR THE FORMER AURELIA COMMUNITY SCHOOL DISTRICT. THE REMAINING 70% OF THE NET INCOME OF THE TRUST SHALL BE USED FOR STUDENT LOANS TO ELIGIBLE SENIORS IN THE PURSUIT OF THEIR HIGHER EDUCATION. THE TRUSTEE IS ALSO REFINANCING CURRENT STUDENT LOANS FOR ELIGIBLE STUDENTS. AN ELIGIBLE STUDENT SHALL RESIDE IN THE CHEROKEE COMMUNITY SCHOOL DISTRICT AS DEFINED AT THE TIME OF GRADUATION OR THE FORMER AURELIA SCHOOL DISTRICT AS DEFINED AS THE AURELIA SCHOOL DISTRICT PRIOR TO ITS MERGER WITH THE ALTA SCHOOL DISTRICT. STUDENTS WHO ARE TO BE A RECIPIENT OF THE FUNDS WILL BE SELECTED BASED ON ACADEMIC ABILITY, CITIZENSHIP AND NEED.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt022351
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt111176
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt211176
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0PROVIDE A HOME & CHILDREN SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1EDUCATIONAL NEEDS FOR CHILDREN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2EDUCATIONAL NEEDS FOR CHILDREN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0MIDWEST CHRISTIAN SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1CHEROKEE COMMINITY SCHOOLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2ALTA-AURELIA COMMUNITY SCHOOLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt04509 20TH AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1600 W BLUFF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2300 ASH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0PETERSON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1CHEROKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2AURELIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd050147
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd151012
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd251005
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt044703
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/AppliedToCurrentYearAmt059856
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0122176
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0147898
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt026833
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt026833
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0182032
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt026833
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt088042
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0122176
LandEtcSchedule2/LandEtcGrp/BookValueAmt01250000
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0LAND
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt01250000
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt01609146
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt018
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1DIVIDENDS ADJUSTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2UCC FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt018
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt018
OtherNotesLoansRcvblShortSch2/OtherNotesLoansRcvblShortGrp/BalanceDueAmt0302302
OtherNotesLoansRcvblShortSch2/OtherNotesLoansRcvblShortGrp/Organization501c3Name/BusinessNameLine1Txt0STUDENT LOANS
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt0468
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt1683
TaxesSchedule/TaxesDetail/Amt0468
TaxesSchedule/TaxesDetail/Amt1683
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAX EXPENSE
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0468
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1683
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHEROKEE STATE BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07122253000
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-08
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/IRSResponsiblePrtyInfoCurrInd0true
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/PreparationDt02025-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DONNA R BURKHARDT CPA
ReturnHeader/ReturnTs02025-05-08T15:31:34-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,574,885
Liabilities
$0
Net assets
$2,574,885
Revenue
$186,994
Expenses
$71,063
Net income
$115,931
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$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
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