Carl Erickson Education Tr
- Assets
- $154.8k
- Revenue
- $3.9k
- Investments
- $148.7k
- Employees
- 0
- Location
- Chariton, IA
- Founding
- 10/1992
- Data as of
- 06/2023
- EIN
- 42-6480641
Organization Overview
Carl Erickson Education Tr is located in Chariton, IA. The organization was established in 1992. According to its NTEE Classification (B11) the organization is classified as: Single Organization Support, under the broad grouping of Education and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Carl Erickson Education Tr is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2023, Carl Erickson Education Tr generated $3.9k in total revenue. The organization has seen a slow decline revenue. Over the past 4 years, revenues have fallen by an average of (2.6%) each year. All expenses for the organization totaled $3.9k during the year ending 06/2023. As we would expect to see with falling revenues, expenses have declined by (2.6%) per year over the past 4 years. You can explore the organizations financials more deeply in the financial statements section below.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2023
Describe the Organization's Program Activity:
Part 3 - Line 4a
TEN 10 SCHOLARSHIPD TOTALING 308800
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Brad Baker Trustee | 0 | $0 | |
Cassandra Dehoedt Trustee | 0 | $0 | |
Sue Curnutte Trustee | 0 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $3 |
| Dividends & Interest | $3,880 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $0 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $3,883 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $0 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $5 |
| Total operating and administrative expenses | $795 |
| Contributions, gifts, grants paid | $3,088 |
| Total expenses and disbursements | $3,883 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $6,113 |
| Savings and temporary cash investments | $0 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $154,777 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Carl Erickson Education Tr has awarded $3,250 in support to 10 organizations.
| Grant Recipient | Amount |
|---|---|
ALYSSA RIPPEL PURPOSE: COLLEGE TUITION | $500 |
MAX AULWES PURPOSE: COLLEGE TUITION | $250 |
MILANA GOGAN PURPOSE: COLLEGE TUITION | $250 |
LEXI SMYSER PURPOSE: COLLEGE TUITION | $500 |
AVERY HALL PURPOSE: COLLEGE TUITION | $500 |
ADDISON SCHROEDER PURPOSE: COLLEGE TUITION | $250 |