Civic Intelligence

Schroth Family Charitable Trust

990PF • Fiscal year 2021 • EIN 93-0982989

Jul 01, 2020 to Jun 30, 2021 • Filed on Oct 09, 2021

Organization Profile
3708 S Green StKennewick, WA 99337

(509) 585-3663

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

11th percentile

-67%

Higher net margin than 11% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

36th percentile

-1.9%

Faster asset growth than 36% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

43rd percentile

-2.5%

Faster revenue growth than 43% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$167,503

Down $3,299 (-1.9%) from 2020

Net Assets

$167,503

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin11th percentile

Revenue

Down

$5,080

Down $130 (-2.5%) from 2020

Expenses

Down

$8,460

Down $166 (-1.9%) from 2020

Net Income

Up

-$3,380

Up $36 (+1.1%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

$300K$200K$100K$0Assets 2012: $200,738Liabilities 2012: $02012Assets 2013: $200,665Liabilities 2013: $02013Assets 2014: $196,505Liabilities 2014: $02014Assets 2015: $190,923Liabilities 2015: $02015Assets 2016: $186,657Liabilities 2016: $02016Assets 2020: $170,802Liabilities 2020: $02020Assets 2021: $167,503Liabilities 2021: $0Net Assets 2021: $167,5032021Assets 2022: $164,029Liabilities 2022: $0Net Assets 2022: $164,0292022Assets 2023: $160,344Liabilities 2023: $0Net Assets 2023: $160,3442023Assets 2024: $156,919Liabilities 2024: $0Net Assets 2024: $156,9192024Assets 2025: $154,013Liabilities 2025: $0Net Assets 2025: $154,0132025

Highlighted filing

2021

Assets$167,503
Liabilities$0
Net Assets$167,503
Open 2021 Filing

Operations Trend

Revenue Growth43rd percentile

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

$20K$10K$0-$10KRevenue 2012: $6,126Expenses 2012: $6,417Net Income 2012: -$2912012Revenue 2013: $7,654Expenses 2013: $14,291Net Income 2013: -$6,6372013Revenue 2014: $5,920Expenses 2014: $10,080Net Income 2014: -$4,1602014Revenue 2015: $4,507Expenses 2015: $10,089Net Income 2015: -$5,5822015Revenue 2016: $5,674Expenses 2016: $9,940Net Income 2016: -$4,2662016Revenue 2020: $5,210Expenses 2020: $8,626Net Income 2020: -$3,4162020Revenue 2021: $5,080Expenses 2021: $8,460Net Income 2021: -$3,3802021Revenue 2022: $4,975Expenses 2022: $8,736Net Income 2022: -$3,7612022Revenue 2023: $4,874Expenses 2023: $8,102Net Income 2023: -$3,2282023Revenue 2024: $4,764Expenses 2024: $8,000Net Income 2024: -$3,2362024Revenue 2025: $4,670Expenses 2025: $7,713Net Income 2025: -$3,0432025

Highlighted filing

2021

Revenue$5,080
Expenses$8,460
Net Income-$3,380
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Oct 9, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JANIS SCHROTH WOODTrusteePT$0--
DOUG SCHROTHAsst Trustee-$0--
ROBERT SCHROTHAsst Trustee-$0--
Filing and Contact Details

Filer

Filer Name
Schroth Family Charitable Trust
EIN
93-0982989
Phone
5095853663
Address
3708 S GREEN ST, KENNEWICK, WA 99337

Signing Officer

Name
Janis Schroth Wood
Title
Trustee
Signed
2021-10-09
Discuss with paid preparer
Yes

Preparer

Firm
SMITH LYCKMAN AND CO CPAs PLLC
Address
5917 W CLEARWATER AVE, KENNEWICK, WA 99336
Preparer
Christine M Lyckman CPA
Phone
5097836360
Raw XML Appendix237 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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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd099336
ReturnHeader/PreparerPersonGrp/PhoneNum05097836360
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Christine M Lyckman CPA
ReturnHeader/ReturnTs02021-10-09T10:46:43-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JANIS SCHROTH
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WOOD
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$167,503
Liabilities
$0
Net assets
$167,503
Revenue
$5,080
Expenses
$8,460
Net income
-$3,380
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.05$0.08$0.03
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.57$0.00$1.57$0.05$0.08$0.03
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.60$0.00$1.60$0.05$0.08$0.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.64$0.00$1.64$0.05$0.09$0.04
2021Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.05$0.08$0.03
2020Summary only. Only limited summary data is available for this year.$1.71$0.00$0.05$0.09$0.03
2016Summary only. Only limited summary data is available for this year.$1.87$0.00$0.06$0.10$0.04
2015Summary only. Only limited summary data is available for this year.$1.91$0.00$0.05$0.10$0.06
2014Summary only. Only limited summary data is available for this year.$1.97$0.00$0.06$0.10$0.04
2013Summary only. Only limited summary data is available for this year.$2.01$0.00$0.08$0.14$0.07
2012Summary only. Only limited summary data is available for this year.$2.01$0.00$0.06$0.06$0.00