Civic Intelligence

Schmidt Charitable Trust

990PF • Fiscal year 2017 • EIN 92-6025303

May 01, 2016 to Apr 30, 2017 • Filed on Sep 14, 2017

Organization Profile
PO Box 242133Anchorage, AK 99524

(907) 279-2773

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.01x

Higher debt load relative to assets than 63% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

71st percentile

0.02x

Higher debt load relative to revenue than 71% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

99th percentile

98%

Higher net margin than 99% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

88th percentile

58%

Faster asset growth than 88% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

90th percentile

71%

Faster revenue growth than 90% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$349,300

Up $128,277 (+58%) from 2016

Net Assets

Up

$346,366

Up $125,343 (+57%) from 2016

Liabilities

Up

$2,934

Up $2,934 from 2016

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin99th percentile

Revenue

Up

$128,402

Up $53,290 (+71%) from 2016

Expenses

Down

$3,059

Down $11,261 (-79%) from 2016

Net Income

Up

$125,343

Up $64,551 (+106%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth88th percentile

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

$400K$300K$200K$100K$0Assets 2012: $19,734Liabilities 2012: $02012Assets 2013: $16,886Liabilities 2013: $02013Assets 2014: $13,960Liabilities 2014: $02014Assets 2015: $160,231Liabilities 2015: $02015Assets 2016: $221,023Liabilities 2016: $0Net Assets 2016: $221,0232016Assets 2017: $349,300Liabilities 2017: $2,934Net Assets 2017: $346,3662017Assets 2018: $343,478Liabilities 2018: $5,000Net Assets 2018: $338,4782018Assets 2019: $318,262Liabilities 2019: $137Net Assets 2019: $318,1252019Assets 2020: $310,812Liabilities 2020: $1702020Assets 2021: $307,083Liabilities 2021: $83Net Assets 2021: $307,0002021Assets 2022: $285,264Liabilities 2022: $92Net Assets 2022: $285,1722022Assets 2023: $285,295Liabilities 2023: $12023Assets 2024: $217,635Liabilities 2024: $12024Assets 2025: $242,972Liabilities 2025: $0Net Assets 2025: $02025

Highlighted filing

2017

Assets$349,300
Liabilities$2,934
Net Assets$346,366
Open 2017 Filing

Operations Trend

Revenue Growth90th percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2012: $14Expenses 2012: $1,563Net Income 2012: -$1,5492012Revenue 2013: $9Expenses 2013: $2,857Net Income 2013: -$2,8482013Revenue 2014: $11Expenses 2014: $2,937Net Income 2014: -$2,9262014Revenue 2015: $150,066Expenses 2015: $3,795Net Income 2015: $146,2712015Revenue 2016: $75,112Expenses 2016: $14,320Net Income 2016: $60,7922016Revenue 2017: $128,402Expenses 2017: $3,059Net Income 2017: $125,3432017Revenue 2018: $5,897Expenses 2018: $13,878Net Income 2018: -$7,9812018Revenue 2019: $6,892Expenses 2019: $27,192Net Income 2019: -$20,3002019Revenue 2020: $8,587Expenses 2020: $13,443Net Income 2020: -$4,8562020Revenue 2021: $6,677Expenses 2021: $15,273Net Income 2021: -$8,5962021Revenue 2022: $6,624Expenses 2022: $14,265Net Income 2022: -$7,6412022Revenue 2023: $4,785Expenses 2023: $11,634Net Income 2023: -$6,8492023Revenue 2024: $7,287Expenses 2024: $23,465Net Income 2024: -$16,1782024Revenue 2025: $8,259Expenses 2025: $26,390Net Income 2025: -$18,1312025

Highlighted filing

2017

Revenue$128,402
Expenses$3,059
Net Income$125,343
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2016 to Apr 30, 2017
Signed
Sep 14, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ben PorterfieldTrustee-$0--
Mischa EllannaChairman-$0--
Sally GilbertChairman-$0--
June McAteeTrustee-$0--
Nora ShewTreasurer-$0--
Frederic WilsonTrustee-$0--
Peter OswaldTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Schmidt Charitable Trust
EIN
92-6025303
Phone
9072792773
Address
PO BOX 242133, Anchorage, AK 99524

Signing Officer

Name
Nora Shew
Title
Treasurer
Signed
2017-09-14
Discuss with paid preparer
Yes

Preparer

Firm
Beltrami & Associates PC
Address
3825 Spenard Road, Anchorage, AK 99517
Preparer
Marja Beltrami
Phone
9073459695
Raw XML Appendix299 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/PersonNm3June McAtee
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5Frederic Wilson
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6Peter Oswald
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Chairman
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Chairman
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Treasurer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6Trustee
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IRS990PF/StatementsRegardingActyGrp/PhoneNum09079802523
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0schmidttrustalaska.org
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0Grants in accordance with trust charitable directives to enable qualifying individuals to pursue education and organizations serving underserved populations to secure education.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0Letter of Support from Sponsor with Letter of Request from Applicant
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum09079802523
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0PO Box 580
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Girdwood
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0AK
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd099587
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0None
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0None
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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/DistributableAsAdjustedAmt015122
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt07095
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01185
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01700
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt02142
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01982
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt086
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt07095
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt07095
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt08027
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Ruth Schmidt's Estate
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt03018 Alder Circle
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Anchorage
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0AK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd099508
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0129114
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt084
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Bank charges
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Contract services
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Internet expense
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3Postage
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt084
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt084
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11201
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt219
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3200
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-2020
TaxesSchedule/TaxesDetail/Amt022
TaxesSchedule/TaxesDetail/CategoryTxt0Taxes paid
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Nora Shew
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-09-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Schmidt Charitable Trust
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Trust
ReturnHeader/Filer/BusinessNameControlTxt0SCHM
ReturnHeader/Filer/EIN0926025303
ReturnHeader/Filer/PhoneNum09072792773
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 242133
ReturnHeader/Filer/USAddress/CityNm0Anchorage
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AK
ReturnHeader/Filer/USAddress/ZIPCd099524
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Beltrami & Associates PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03825 Spenard Road
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Anchorage
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd099517
ReturnHeader/PreparerPersonGrp/PhoneNum09073459695
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Marja Beltrami
ReturnHeader/ReturnTs02017-09-15T16:15:51-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-05-01
ReturnHeader/TaxPeriodEndDt02017-04-30
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$349,300
Liabilities
$2,934
Net assets
$346,366
Revenue
$128,402
Expenses
$3,059
Net income
$125,343
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.43$0.00$0.00$0.08$0.26$0.18
2024Summary only. Only limited summary data is available for this year.$2.18$0.00$0.07$0.23$0.16
2023Summary only. Only limited summary data is available for this year.$2.85$0.00$0.05$0.12$0.07
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.85$0.00$2.85$0.07$0.14$0.08
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.07$0.00$3.07$0.07$0.15$0.09
2020Summary only. Only limited summary data is available for this year.$3.11$0.00$0.09$0.13$0.05
2019Detailed filing. Detailed filing data is available for this year.$3.18$0.00$3.18$0.07$0.27$0.20
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.43$0.05$3.38$0.06$0.14$0.08
2017Detailed filing. Detailed filing data is available for this year.$3.49$0.03$3.46$1.28$0.03$1.25
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.21$0.00$2.21$0.75$0.14$0.61
2015Summary only. Only limited summary data is available for this year.$1.60$0.00$1.50$0.04$1.46
2014Summary only. Only limited summary data is available for this year.$0.14$0.00$0.00$0.03$0.03
2013Summary only. Only limited summary data is available for this year.$0.17$0.00$0.00$0.03$0.03
2012Summary only. Only limited summary data is available for this year.$0.20$0.00$0.00$0.02$0.02