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T R Eriksen Trust B

Lacasse Joanne L Ttee

Organization summary

Type of Nonprofit

Designated as a Non-exempt charitable trusts.

Summary charts: organization finances over time

Revenue
$193k (2023)

Expenses
$368k (2023)

Total Assets
$3.76M (2023)

Total Liabilities
$0 (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$193,061
Expenses
$367,530
Net Income
-$174,469
Net Assets
$3,761,146
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $1,077
0.6%
Dividends $94,544
49.0%
Sales of Assets $62,008
32.1%
Other Income $35,432
18.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $346,726
94.3%
Compensation of Officers* $34,950
9.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,761,146
Total Liabilities $0
Net Assets $3,761,146
Compensation
Key Employees and Officers Compensation Other
Shelly A Smith (Trustee/Manager) $34,950 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$232,446
Expenses
$382,972
Net Income
-$150,526
Net Assets
$3,935,615
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $2
0.0%
Dividends $90,468
38.9%
Sales of Assets $139,234
59.9%
Other Income $2,742
1.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $352,795
92.1%
Compensation of Officers* $30,000
7.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,935,615
Total Liabilities $0
Net Assets $3,935,615
Compensation
Key Employees and Officers Compensation Other
Shelly A Smith (Trustee/Manager) $30,000 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$537,314
Expenses
$1,136,210
Net Income
-$598,896
Net Assets
$4,086,141
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $8
0.0%
Dividends $86,040
16.0%
Sales of Assets $447,725
83.3%
Other Income $3,541
0.7%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,095,800
96.4%
Compensation of Officers* $62,000
5.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,086,141
Total Liabilities $0
Net Assets $4,086,141
Compensation
Key Employees and Officers Compensation Other
Joanne Lacasse (Trustee/Manager) $40,000 $0
Larry Macleitch (Grant Committeeperson) $12,000 $0
Sandra Hendrickx (Grant Committeeperson) $10,000 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$810,605
Expenses
$458,563
Net Income
$352,042
Net Assets
$4,685,036
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $8
0.0%
Dividends $98,794
12.2%
Sales of Assets $709,045
87.5%
Other Income $2,758
0.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $428,000
93.3%
Compensation of Officers* $59,500
13.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,685,037
Total Liabilities $1
Net Assets $4,685,036
Compensation
Key Employees and Officers Compensation Other
Joanne Lacasse (Trustee/Manager) $40,000 $0
Larry Macleitch (Grant Committeeperson) $12,000 $0
Sandra Hendrickx (Grant Committeeperson) $7,500 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$188,057
Expenses
$357,169
Net Income
-$169,112
Net Assets
$4,332,994
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $8
0.0%
Dividends $141,498
75.2%
Sales of Assets $42,590
22.6%
Other Income $3,961
2.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $302,500
84.7%
Compensation of Officers* $57,000
16.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,332,995
Total Liabilities $1
Net Assets $4,332,994
Compensation
Key Employees and Officers Compensation Other
Joanne Lacasse (Trustee/Manager) $40,000 $0
Larry Macleitch (Grant Committeeperson) $12,000 $0
Sandra Hendrickx (Grant Committeeperson) $5,000 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$409,601
Expenses
$337,598
Net Income
$72,003
Net Assets
$4,502,107
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $59
0.0%
Dividends $136,541
33.3%
Sales of Assets $267,317
65.3%
Other Income $5,684
1.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $295,557
87.5%
Compensation of Officers* $73,000
21.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,502,107
Total Liabilities $0
Net Assets $4,502,107
Compensation
Key Employees and Officers Compensation Other
Joanne Lacasse (Trustee/Manager) $50,000 $0
Larry Macleitch (Grant Committeeperson) $18,000 $0
Sandra Hendrickx (Grant Committeeperson) $5,000 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$369,156
Expenses
$324,158
Net Income
$44,998
Net Assets
$4,430,232
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $61
0.0%
Dividends $130,765
35.4%
Sales of Assets $234,828
63.6%
Other Income $3,502
0.9%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $291,665
90.0%
Compensation of Officers* $60,500
18.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,430,232
Total Liabilities $0
Net Assets $4,430,232
Compensation
Key Employees and Officers Compensation Other
Joanne Lacasse (Trustee/Manager) $40,000 $0
Larry Macleitch (Grant Committeeperson) $18,000 $0
Sandra Hendrickx (Grant Committeeperson) $2,500 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$240,276
Expenses
$309,025
Net Income
-$68,749
Net Assets
$4,389,814
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $106
0.0%
Dividends $139,646
58.1%
Sales of Assets $98,117
40.8%
Other Income $2,407
1.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $272,820
88.3%
Compensation of Officers* $66,500
21.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,389,814
Total Liabilities $0
Net Assets $4,389,814
Compensation
Key Employees and Officers Compensation Other
Joanne Lacasse (Trustee/Manager) $40,000 $0
Larry Macleitch (Grant Committeeperson) $24,000 $0
Sandra Hendrickx (Grant Committeeperson) $2,500 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$463,487
Expenses
$418,266
Net Income
$45,221
Net Assets
$4,454,970
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $157
0.0%
Dividends $90,319
19.5%
Sales of Assets $59,482
12.8%
Other Income $4,000
0.9%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $237,800
56.9%
Compensation of Officers* $66,500
15.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,454,970
Total Liabilities $0
Net Assets $4,454,970
Compensation
Key Employees and Officers Compensation Other
Joanne Lacasse (Trustee/Manager) $40,000 $0
Larry Macleitch (Grant Committeeperson) $24,000 $0
Sandra Hendrickx (Grant Committeeperson) $2,500 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$412,272
Expenses
$462,274
Net Income
-$50,002
Net Assets
$4,408,660
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $85
0.0%
Dividends $82,687
20.1%
Sales of Assets -$6,947
Other Income $9,706
2.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $241,750
52.3%
Compensation of Officers* $66,500
14.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,408,660
Total Liabilities $0
Net Assets $4,408,660
Compensation
Key Employees and Officers Compensation Other
Joanne Lacasse (Trustee/Manager) $40,000 $0
Larry Macleitch (Grant Committeeperson) $24,000 $0
Sandra Hendrickx (Grant Committeeperson) $2,500 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$453,839
Expenses
$458,795
Net Income
-$4,956
Net Assets
$4,457,848
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $54
0.0%
Dividends $84,267
18.6%
Sales of Assets $3,958
0.9%
Other Income $12,227
2.7%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $250,750
54.7%
Compensation of Officers* $69,000
15.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,457,848
Total Liabilities $0
Net Assets $4,457,848

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$504,345
Expenses
$437,532
Net Income
$66,813
Net Assets
$4,462,132
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $57
0.0%
Dividends $100,134
19.9%
Sales of Assets $13,160
2.6%
Other Income $12,163
2.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $235,850
53.9%
Compensation of Officers* $64,000
14.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,462,132
Total Liabilities $0
Net Assets $4,462,132

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$444,002
Expenses
$402,629
Net Income
$41,373
Net Assets
$4,394,754
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $303
0.1%
Dividends $77,954
17.6%
Sales of Assets $4,926
1.1%
Other Income $10,896
2.5%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $199,550
49.6%
Compensation of Officers* $66,500
16.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,394,754
Total Liabilities $0
Net Assets $4,394,754

Document Links

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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