Civic Intelligence

Schmidt Charitable Trust

990PF • Fiscal year 2018 • EIN 92-6025303

May 01, 2017 to Apr 30, 2018 • Filed on Sep 11, 2018

Organization Profile
PO Box 242133Anchorage, AK 99524-2133

(907) 980-2523

Siviq Scores

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

Liabilities / Assets

67th percentile

0.01x

Higher debt load relative to assets than 67% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

95th percentile

0.85x

Higher debt load relative to revenue than 95% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

5th percentile

-135%

Higher net margin than 5% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2018

Asset Growth

43rd percentile

-1.7%

Faster asset growth than 43% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

2nd percentile

-95%

Faster revenue growth than 2% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets67th percentile

Assets

Down

$343,478

Down $5,822 (-1.7%) from 2017

Net Assets

Down

$338,478

Down $7,888 (-2.3%) from 2017

Liabilities

Up

$5,000

Up $2,066 (+70%) from 2017

Revenue And Expenses
Liabilities / Revenue95th percentileNet Margin5th percentile

Revenue

Down

$5,897

Down $122,505 (-95%) from 2017

Expenses

Up

$13,878

Up $10,819 (+354%) from 2017

Net Income

Down

-$7,981

Down $133,324 (-106%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth43rd 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

2018

Assets$343,478
Liabilities$5,000
Net Assets$338,478
Open 2018 Filing

Operations Trend

Revenue Growth2nd 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

2018

Revenue$5,897
Expenses$13,878
Net Income-$7,981
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2017 to Apr 30, 2018
Signed
Sep 11, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
MISCHA ELLANNAChairman-$0--
SALLY GIBERTVice Chairma-$0--
NORA SHEWTreasurer-$0--
RIC WILSONInv Coordina-$0--
BEN PORTERFIELDMember-$0--
PETER OSWALDMember-$0--
ROSIE BARRMember-$0--
Filing and Contact Details

Filer

Filer Name
Schmidt Charitable Trust
EIN
92-6025303
Phone
9079802523
Address
PO BOX 242133, ANCHORAGE, AK 99524-2133

Signing Officer

Name
Sally Gibert
Title
Vice Chairman
Signed
2018-09-11
Discuss with paid preparer
Yes

Preparer

Firm
The Hahn Company LLC
Address
430 W 7TH AVE STE 210, ANCHORAGE, AK 99501-3550
Preparer
Cathleen Hahn CPA
Phone
9072721423
Raw XML Appendix331 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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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt0171024
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt043002
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt043002
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0INVESTMENTS - STOCK
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IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt05157
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MISCHA ELLANNA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1SALLY GIBERT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2NORA SHEW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3RIC WILSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4BEN PORTERFIELD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5PETER OSWALD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6ROSIE BARR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CHAIRMAN
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3INV COORDINA
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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0NORA SHEW
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 242133
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0ANCHORAGE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0AK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd099524
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum09079802523
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0SCHMIDTRUSTALASKA.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/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0LETTER OF SUPPORT FROM SPONSOR WITH LETTER OF REQUEST FROM APPLICANT
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0SCHMIDT CHARITABLE TRUST NORA SHEW
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum09079802523
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 242133
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0ANCHORAGE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0AK
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd099524
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt03000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt12500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt25000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0UAA HOUSING EXPENSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GEOLOGICAL ENGINEERING - UAF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2CIRRICULUM TEACHER WORKING GROUP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ALASKA RESOURCE EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0ALEXANDRA BUSK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1NATHANEAL REAMS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt011408 HERITAGE COURT 1
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 810
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2601 E 57TH PL STE 104
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0EAGLE RIVER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1KASILOF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2ANCHORAGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0AK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1AK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2AK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd099577
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd199610
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd299518
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt010500
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/AppliedToCurrentYearAmt010500
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt016815
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt06315
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01185
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01700
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt02142
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01982
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt06315
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0694
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0694
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt010500
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0694
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt07009
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2OFFICE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3PO BOX RENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0157
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11857
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2200
OtherIncreasesSchedule/OtherIncreasesDetail/Amt093
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAIN
TaxesSchedule/TaxesDetail/Amt066
TaxesSchedule/TaxesDetail/CategoryTxt0TAXES
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SALLY GIBERT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE CHAIRMAN
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-09-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SCHMIDT CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0SCHM
ReturnHeader/Filer/EIN0926025303
ReturnHeader/Filer/PhoneNum09079802523
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 242133
ReturnHeader/Filer/USAddress/CityNm0ANCHORAGE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AK
ReturnHeader/Filer/USAddress/ZIPCd0995242133
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId02C36E8FB4274AD7107C73EADE0ACAC9D5E15D254
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId02C36E8FB4274AD7107C73EADE0ACAC9D5E15D254
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt066.223.175.112
ReturnHeader/FilingSecurityInformation/IPDt02018-09-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm014:54:48
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0263206451
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0THE HAHN COMPANY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0430 W 7TH AVE STE 210
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ANCHORAGE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0995013550
ReturnHeader/PreparerPersonGrp/PhoneNum09072721423
ReturnHeader/PreparerPersonGrp/PreparationDt02018-09-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CATHLEEN HAHN CPA
ReturnHeader/ReturnTs02018-09-14T11:54:48-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-05-01
ReturnHeader/TaxPeriodEndDt02018-04-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$343,478
Liabilities
$5,000
Net assets
$338,478
Revenue
$5,897
Expenses
$13,878
Net income
-$7,981
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
2018Detailed filing. Detailed filing data is available for this year.$3.43$0.05$3.38$0.06$0.14$0.08
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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