Civic Intelligence

Sterzing Memorial Scholarship Fund

990PF • Fiscal year 2012 • EIN 02-6142736

Jul 01, 2011 to Jun 30, 2012 • Filed on Aug 28, 2012

PO Box 72852601
Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2012 filings • $500k-$1M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

82nd percentile

$7,010

Higher top officer pay than 82% of similar nonprofits.

2012 filings • $500k-$1M nonprofits • Source year 2012

Asset Growth

39th percentile

-1.5%

Faster asset growth than 39% of similar nonprofits.

2012 filings • $500k-$1M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$836,433

Down $12,932 (-1.5%) from 2011

Net Assets

Down

$836,433

Down $12,932 (-1.5%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$51,974

Up $2,591 (+5.2%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2011: $849,365Liabilities 2011: $0Net Assets 2011: $849,3652011Assets 2012: $836,433Liabilities 2012: $0Net Assets 2012: $836,4332012Assets 2013: $825,619Liabilities 2013: $0Net Assets 2013: $825,6192013Assets 2014: $822,397Liabilities 2014: $1Net Assets 2014: $822,3972014Assets 2015: $843,860Liabilities 2015: $1Net Assets 2015: $843,8602015Assets 2016: $840,584Liabilities 2016: $1Net Assets 2016: $840,5842016Assets 2017: $830,970Liabilities 2017: $0Net Assets 2017: $830,9702017Assets 2018: $820,914Liabilities 2018: $0Net Assets 2018: $820,9142018Assets 2019: $832,280Liabilities 2019: $0Net Assets 2019: $832,2802019Assets 2020: $813,776Liabilities 2020: $1Net Assets 2020: $813,7762020Assets 2021: $817,197Liabilities 2021: $1Net Assets 2021: $817,1972021Assets 2022: $834,139Liabilities 2022: $0Net Assets 2022: $834,1392022Assets 2023: $803,381Liabilities 2023: $0Net Assets 2023: $803,3812023Assets 2024: $826,494Liabilities 2024: $12024Assets 2025: $866,840Liabilities 2025: $0Net Assets 2025: $866,8402025

Highlighted filing

2012

Assets$836,433
Liabilities$0
Net Assets$836,433

Operations Trend

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

$100K$50K$0-$50KExpenses 2011: $49,3832011Expenses 2012: $51,9742012Revenue 2013: $42,593Expenses 2013: $53,407Net Income 2013: -$10,8142013Revenue 2014: $49,752Expenses 2014: $52,974Net Income 2014: -$3,2222014Revenue 2015: $69,844Expenses 2015: $48,381Net Income 2015: $21,4632015Revenue 2016: $50,708Expenses 2016: $53,984Net Income 2016: -$3,2762016Revenue 2017: $38,622Expenses 2017: $48,236Net Income 2017: -$9,6142017Revenue 2018: $49,911Expenses 2018: $59,967Net Income 2018: -$10,0562018Revenue 2019: $67,148Expenses 2019: $55,782Net Income 2019: $11,3662019Revenue 2020: $43,409Expenses 2020: $61,913Net Income 2020: -$18,5042020Revenue 2021: $45,267Expenses 2021: $41,846Net Income 2021: $3,4212021Revenue 2022: $66,137Expenses 2022: $49,195Net Income 2022: $16,9422022Revenue 2023: $45,756Expenses 2023: $76,514Net Income 2023: -$30,7582023Revenue 2024: $81,515Expenses 2024: $58,402Net Income 2024: $23,1132024Revenue 2025: $99,828Expenses 2025: $59,482Net Income 2025: $40,3462025

Highlighted filing

2012

Revenue-
Expenses$51,974
Net Income-
Jump To
Filing Snapshot
Filing Period
Jul 1, 2011 to Jun 30, 2012
Signed
Aug 28, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$7,010-$7,010
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-EDUCATIONAL EXPENSES-BURLINGTON, IA, US$9,241
Paid Grant-EDUCATIONAL EXPENSES-BURLINGTON, IA, US$8,405
Paid Grant-EDUCATIONAL EXPENSES-BURLINGTON, IA, US$6,166
Paid Grant-EDUCATIONAL EXPENSES-BURLINGTON, IA, US$5,411
Paid Grant-EDUCATIONAL EXPENSES-BURLINGTON, IA, US$5,174
Paid Grant-EDUCATIONAL EXPENSES-BURLINGTON, IA, US$4,913
Paid Grant-EDUCATIONAL EXPENSES-BURLINGTON, IA, US$4,582
Filing and Contact Details

Filer

EIN
02-6142736
Raw XML Appendix381 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.

Path#Value
AccountingFeesSchedule/AccountingFees/Amount0450
AccountingFeesSchedule/AccountingFees/Category0INDIRECT ACCOUNTING FEES
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps0225
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome0225
CompensationExplanation/Compensation/BusinessName/BusinessNameLine10TWO RIVERS BANK TRUST
CompensationExplanation/Compensation/BusinessName/BusinessNameLine20TWO RIVERS BANK TRUST
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis0189838
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice0190952
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice17718
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired0PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired1PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name0VARIOUS SECURITIES
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name1L/T CAPITAL GAIN DISTRIBUTIONS
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet01114
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet17718
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue010028
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue125087
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue224902
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue320091
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue410183
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue525967
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV011012
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV126387
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV225220
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV321175
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV411882
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV527049
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond0FHLB 4.00% BOND
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond1FED FARM CREDIT BANKS 4.95% BOND
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond2FED FARM CREDIT BANKS 5.28% BOND
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond3MORGAN STANLEY 4.75% BOND
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond4VERIZON FLORIDA 6.125% BOND
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond5FHLB 5.25% BOND
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond6FHLB 5.375% BOND
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond7FHLB 5.75% DUE 5/15/12
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond8GENERAL ELECTRIC CAP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue031514
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue125076
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue238435
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue341906
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue447538
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue535062
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue642142
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue720318
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue880413
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue946880
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1051037
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1130273
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1240347
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV033209
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV122612
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV248651
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV342249
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV456395
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV534234
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV647560
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV723690
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV882421
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV945025
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1050858
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1130033
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1239974
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0COLUMBIA ACORN FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1GOLDMAN SACHS PREFERRED
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2DODGE AND COX STOCK FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3HARBOR INTERNATIONAL FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4LONGLEAF PARTNERS SMALL CAP FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5T. ROWE MID-CAP GROWTH FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6SELECTED AMERICAN SHARES FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7FIDELITY ASV. NEWLNSIGHT FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8T. ROWE GROWTH STOCK FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9PIMCO TOTAL RETURN
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock10TEMPLETON GLOBAL
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock11VANGUARD GNMA
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock12DODGE AND COX INCOME FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock13OPPENHEIMER SENIOR FLOATING
InvestmentsGovtObligationsSch/StateLocalSecuritiesEOYBookVal0161845
InvestmentsGovtObligationsSch/StateLocalSecuritiesEOYFMV0172923
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount029161
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/RelatedOrExemptFunctionIncome09881
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount029161
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome09881
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA039042
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps0225
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm0225
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss0450
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm01049
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblPrps03505
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm03505
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss07010
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps043892
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss043892
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm029161
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss029161
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-12932
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice0199719
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblPrps0188
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncm0187
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnss0375
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss09881
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome026285
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblPrps07
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncm08
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss015
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss0232
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps047817
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm03925
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss051974
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome030210
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses039042
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps03925
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm03925
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss08082
IRS990PF/BalanceSheets/CashBOY023838
IRS990PF/BalanceSheets/CashEOY027389
IRS990PF/BalanceSheets/CashEOYFMV027390
IRS990PF/BalanceSheets/InvestmentsCorpBondsBOY0237042
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOY0116258
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOYFMV0122725
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY0326648
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY0530941
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV0556911
IRS990PF/BalanceSheets/InvestmentsGovtObligBOY0261837
IRS990PF/BalanceSheets/InvestmentsGovtObligEOY0161845
IRS990PF/BalanceSheets/InvestmentsGovtObligEOYFMV0172923
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/RetainedEarningsBOY0849365
IRS990PF/BalanceSheets/RetainedEarningsEOY0836433
IRS990PF/BalanceSheets/TotalAssetsBOY0849365
IRS990PF/BalanceSheets/TotalAssetsEOY0836433
IRS990PF/BalanceSheets/TotalAssetsEOYFMV0879949
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY0849365
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY0836433
IRS990PF/BalanceSheets/TotalNetAssetsBOY0849365
IRS990PF/BalanceSheets/TotalNetAssetsEOY0836433
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome01049
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-12932
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0836433
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0849365
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0836433
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted043728
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj043728
IRS990PF/DistributableAmount/DistributableAmountBeforeDed043728
IRS990PF/DistributableAmount/MinimumInvestmentReturn043991
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0263
IRS990PF/DistributableAmount/TotalTax0263
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/DomesticOrgMeetingSect4940e0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax0263
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal0263
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome0263
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue0263
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY0879949
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0893223
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances025614
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0867609
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable013398
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn043991
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0879825
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0893223
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition01.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/BusinessName/BusinessNameLine10TWO RIVERS BANK & TRUST
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/BusinessName/BusinessNameLine20TWO RIVERS BANK & TRUST
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation07010
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10222 N MAIN STREET
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine20222 N MAIN STREET
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0BURLINGTON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0IA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode052601
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct044562
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets044299
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.050350
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.053032
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.048796
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.054278
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.051259
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.044384
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets0879825
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear10862755
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear20813168
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear30844942
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear40933435
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear50938254
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome0263
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions047817
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1045754
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2039679
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3045862
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4047847
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5041643
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.251749
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions047554
IRS990PF/QualifyingDistributions/ExpensesAndContributions047817
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm0263
IRS990PF/QualifyingDistributions/QualifyingDistributions047817
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0TWO RIVERS BANK
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber03197539130
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10222 N MAIN ST
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine20222 N MAIN ST
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0BURLINGTON
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0IA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode052601
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0IA
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0true
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TrFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/SumOfProgramRelatedInvestments/Description10N/A
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0SEE ATTACHMENT
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0JOHN WALZ INVESTMENT MGMT SERVICES
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber03197539136
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine10TWO RIVERS BANK TRUST
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine20PO BOX 728
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City0BURLINGTON
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State0IA
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode052601
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0RECIPIENTS MUST GRADUATE FROM BURLINGTON HIGH SCHOOL AND MUST ATTEND SOUTHEASTERN COMMUNITY COLLEGE OR THE UNIVERSITY OF IOWA
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0MARCH 15, OR AS OTHERWISE STATED ON THE APPLICATION FORM
IRS990PF/SupplementaryInformation/ContributingManager0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount04582
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount14913
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount25411
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount39241
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount46166
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount55174
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount68405
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0EDUCATIONAL EXPENSES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1EDUCATIONAL EXPENSES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2EDUCATIONAL EXPENSES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3EDUCATIONAL EXPENSES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4EDUCATIONAL EXPENSES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5EDUCATIONAL EXPENSES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution6EDUCATIONAL EXPENSES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName0AUSTIN WAGENHAUSER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName1MADISON BOLANDER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName2VERNAVE V GARCIA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName3KERI ZIMMERMAN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName4JACOB POLSON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName5BETHANY DICHRAFF
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName6SAVANNA REMICK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship3NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship4NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship5NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship6NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine101211 S CENTRAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine111102 OAK STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine122121 BARRET ST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine132020 DILL ST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine143794 121ST AVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine15400 SWEENY AVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine162303 STEUBEN ST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine201211 S CENTRAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine211102 OAK STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine222121 BARRET ST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine232020 DILL ST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine243794 121ST AVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine25400 SWEENY AVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine262303 STEUBEN ST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0BURLINGTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1BURLINGTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2BURLINGTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3BURLINGTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4BURLINGTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City5BURLINGTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City6BURLINGTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0IA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1IA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2IA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3IA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4IA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State5IA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State6IA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode052601
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode152601
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode252601
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode352601
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode452601
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode552601
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode652601
IRS990PF/SupplementaryInformation/ShareholderManager0NONE
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear043892
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear014763
IRS990PF/UndistributedIncome/AppliedToYear1033054
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted043728
IRS990PF/UndistributedIncome/QualifyingDistributions047817
IRS990PF/UndistributedIncome/UndistributedIncomeCY028965
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear033054
LegalFeesSchedule/LegalFees/Amount0375
LegalFeesSchedule/LegalFees/Category0INDIRECT LEGAL FEES
OtherExpensesSchedule/OtherExpenses/Description0EXPENSES
OtherExpensesSchedule/OtherExpenses/Description1COURT COSTS
OtherExpensesSchedule/OtherExpenses/Description2MISCELLANEOUS
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps05
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps12
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome05
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome13
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks010
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks15
TaxesSchedule/Taxes/Amount0232
TaxesSchedule/Taxes/Category0EXCISE TAX
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0026142736
ReturnHeader/Filer/Name/BusinessNameLine10STERZING MEMORIAL SCHOLARSHIP FUND
ReturnHeader/Filer/NameControl0STER
ReturnHeader/Filer/Phone03197539136
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 728
ReturnHeader/Filer/USAddress/City0BURLINGTON
ReturnHeader/Filer/USAddress/State0IA
ReturnHeader/Filer/USAddress/ZIPCode052601
ReturnHeader/Officer/DateSigned02012-08-28
ReturnHeader/Officer/Name0JOHN WALZ
ReturnHeader/Officer/Phone03197539136
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/Preparer/DatePrepared02012-08-27
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10CPA ASSOCIATES PC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10PO BOX 547
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0BURLINGTON
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0IA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode052601
ReturnHeader/Preparer/Name0M JOE COCHRAN
ReturnHeader/Preparer/Phone03197526348
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-07-01
ReturnHeader/TaxPeriodEndDate02012-06-30
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-08-31T16:31:08-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$8.67$0.00$8.67$1.00$0.59$0.40
2024Detailed filing. Detailed filing data is available for this year.$8.26$0.00$0.82$0.58$0.23
2023Detailed filing. Detailed filing data is available for this year.$8.03$0.00$8.03$0.46$0.77$0.31
2022Detailed filing. Detailed filing data is available for this year.$8.34$0.00$8.34$0.66$0.49$0.17
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.17$0.00$8.17$0.45$0.42$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.14$0.00$8.14$0.43$0.62$0.19
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.32$0.00$8.32$0.67$0.56$0.11
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.21$0.00$8.21$0.50$0.60$0.10
2017Detailed filing. Detailed filing data is available for this year.$8.31$0.00$8.31$0.39$0.48$0.10
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.41$0.00$8.41$0.51$0.54$0.03
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.44$0.00$8.44$0.70$0.48$0.21
2014Detailed filing. Detailed filing data is available for this year.$8.22$0.00$8.22$0.50$0.53$0.03
2013Detailed filing. Detailed filing data is available for this year.$8.26$0.00$8.26$0.43$0.53$0.11
2012Detailed filing. Detailed filing data is available for this year.$8.36$0.00$8.36$0.52
2011Detailed filing. Detailed filing data is available for this year.$8.49$0.00$8.49$0.49