Civic Intelligence

Sterzing Memorial Scholarship Fund

990PF • Fiscal year 2013 • EIN 02-6142736

Jul 01, 2012 to Jun 30, 2013 • Filed on Jul 11, 2013

Organization Profile
PO Box 728Burlington, IA 52601
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.

2013 filings • $500k-$1M nonprofits • Source year 2013

Liabilities / Revenue

38th percentile

0.00x

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

2013 filings • $500k-$1M nonprofits • Source year 2013

Net Margin

16th percentile

-25%

Higher net margin than 16% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Source year 2013

Top Officer Pay

61st percentile

$7,727

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 18.1% of source-year revenue.

2013 filings • $500k-$1M nonprofits • Source year 2013

Asset Growth

37th percentile

-1.3%

Faster asset growth than 37% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$825,619

Down $10,814 (-1.3%) from 2012

Net Assets

Down

$825,619

Down $10,814 (-1.3%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin16th percentile

Revenue

$42,593

No earlier filing loaded for comparison.

Expenses

Up

$53,407

Up $1,433 (+2.8%) from 2012

Net Income

-$10,814

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

2013

Assets$825,619
Liabilities$0
Net Assets$825,619
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2013

Revenue$42,593
Expenses$53,407
Net Income-$10,814
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Jul 11, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay61st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$7,727-$7,727
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-SCHOLARSHIP-BURLINGTON, IA, US$10,366
Paid Grant-SCHOLARSHIP-BURLINGTON, IA, US$8,977
Paid Grant-SCHOLARSHIP-BURLINGTON, IA, US$8,781
Paid Grant-SCHOLARSHIP-BURLINGTON, IA, US$5,857
Paid Grant-SCHOLARSHIP-BURLINGTON, IA, US$5,465
Paid Grant-SCHOLARSHIP-BURLINGTON, IA, US$5,121
Filing and Contact Details

Filer

EIN
02-6142736
Raw XML AppendixShowing 400 of 401 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/Amount0465
AccountingFeesSchedule/AccountingFees/Category0INDIRECT ACCOUNTING FEES
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps0232
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome0233
CompensationExplanation/Compensation/BusinessName/BusinessNameLine10TWO RIVERS BANK TRUST
CompensationExplanation/Compensation/BusinessName/BusinessNameLine20TWO RIVERS BANK TRUST
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis010168
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis110028
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis23039
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis340857
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis424823
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis510000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired02006-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired12009-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired22011-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired32011-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired42003-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired52009-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired62011-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold02012-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold12012-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold22013-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold32013-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold42013-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold52013-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold62013-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice011800
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice110939
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice24000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice340000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice425000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice510000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice611168
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired0PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired1PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired2PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired3PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired4PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired5PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired6PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name0FEDERAL HOME LOAN BANK
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name1FEDERAL HOME LOAN BANK
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name2FIDELITY ADVISORS
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name3VANGUARD GNMA
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name4WISCONSIN INDIANHEAD
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name5WISCONSIN STATE REVENUE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name6L/T CAPITAL GAIN DISTRIBUTIONS
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet01632
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet1911
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet2961
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet3-857
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet4177
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet511168
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue025030
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue124902
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue220032
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue325849
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV025161
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV125543
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV220203
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV327609
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond0FHLB 4.00% BOND
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond1FED FARM CREDIT BANKS 5.28% BOND
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond2MORGAN STANLEY 4.75% BOND
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond3FHLB 5.25% BOND
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond4FHLB 5.375% BOND
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond5GENERAL ELECTRIC CAP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue033810
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue125493
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue239532
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue344941
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue451054
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue537499
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue639434
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue720364
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue885725
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue970518
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1011489
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1153903
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1252732
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV039624
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV129534
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV255567
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV352761
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV468577
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV541469
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV651726
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV727638
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV883519
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV968111
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1010920
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1152822
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1253315
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0COLUMBIA ACORN FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1DODGE AND COX STOCK FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2HARBOR INTERNATIONAL FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3LONGLEAF PARTNERS SMALL CAP FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4T. ROWE MID-CAP GROWTH FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5SELECTED AMERICAN SHARES FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6FIDELITY ASV. NEWLNSIGHT FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7T. ROWE GROWTH STOCK FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8PIMCO TOTAL RETURN
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9TEMPLETON GLOBAL
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock10VANGUARD GNMA
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock11DODGE AND COX INCOME FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock12OPPENHEIMER SENIOR FLOATING
InvestmentsGovtObligationsSch/StateLocalSecuritiesEOYBookVal0126731
InvestmentsGovtObligationsSch/StateLocalSecuritiesEOYFMV0135324
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount026018
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/RelatedOrExemptFunctionIncome016575
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount026018
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome016575
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA042593
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps0232
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm0233
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss0465
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm02583
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblPrps03863
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm03864
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss07727
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps044567
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss044567
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm026018
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss026018
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-10814
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice0115490
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblPrps0188
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncm0187
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnss0375
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss016575
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome024312
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblPrps05
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncm05
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss010
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss0263
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps048855
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm04289
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss053407
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome028601
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses042593
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps04288
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm04289
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss08840
IRS990PF/BalanceSheets/CashBOY027389
IRS990PF/BalanceSheets/CashEOY036581
IRS990PF/BalanceSheets/CashEOYFMV036581
IRS990PF/BalanceSheets/InvestmentsCorpBondsBOY0116258
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOY095813
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOYFMV098516
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY0530941
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY0566494
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV0635583
IRS990PF/BalanceSheets/InvestmentsGovtObligBOY0161845
IRS990PF/BalanceSheets/InvestmentsGovtObligEOY0126731
IRS990PF/BalanceSheets/InvestmentsGovtObligEOYFMV0135324
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/RetainedEarningsBOY0836433
IRS990PF/BalanceSheets/RetainedEarningsEOY0825619
IRS990PF/BalanceSheets/TotalAssetsBOY0836433
IRS990PF/BalanceSheets/TotalAssetsEOY0825619
IRS990PF/BalanceSheets/TotalAssetsEOYFMV0906004
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY0836433
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY0825619
IRS990PF/BalanceSheets/TotalNetAssetsBOY0836433
IRS990PF/BalanceSheets/TotalNetAssetsEOY0825619
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome02583
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-10814
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0825619
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0836433
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0825619
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted043736
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj043736
IRS990PF/DistributableAmount/DistributableAmountBeforeDed043736
IRS990PF/DistributableAmount/MinimumInvestmentReturn043979
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0243
IRS990PF/DistributableAmount/TotalTax0243
IRS990PF/ExciseTaxBasedOnInvestmentIncm/DomesticOrgMeetingSect4940e0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax0243
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal0243
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome0243
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue0243
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY0906004
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0892975
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances031985
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0860990
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable013395
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn043979
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0879580
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0892975
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/Compensation07727
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/AdjNonchrtblAssetsAndOnePct046230
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets045987
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.052283
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.054049
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.053032
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.048796
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.054278
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.051259
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets0879580
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear10879825
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear20862755
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear30813168
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear40844942
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear50933435
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome0243
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions048855
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1047554
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2045754
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3039679
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4045862
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5047847
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.261414
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions048612
IRS990PF/QualifyingDistributions/ExpensesAndContributions048855
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm0243
IRS990PF/QualifyingDistributions/QualifyingDistributions048855
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/ForeignBank0false
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/ProhibitedTaxShelterTransactn0false
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/Amount08781
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount15465
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount25121
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount310366
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount48977
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount55857
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0SCHOLARSHIP
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1SCHOLARSHIP
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2SCHOLARSHIP
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3SCHOLARSHIP
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4SCHOLARSHIP
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5SCHOLARSHIP
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName0SAMANTHA MUNSON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName1JESSICA POLSON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName2TRENT SHAFFER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName3SHAUN TSAI CHOU
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName4SAMANTHA BUDZYN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName5BRITTANY WALLERICH
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/RecipientUSAddress/AddressLine10432 MAY AVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine113794 121ST AVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine121215 S CENTRAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine13721 HASKELL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine14824 PARKWAY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine152222 S 12TH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine20423 MAY AVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine213794 121ST AVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine221215 S CENTRAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine23721 HASKELL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine24824 PARKWAY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine252222 S 12TH
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/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/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/ShareholderManager0NONE
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear044567
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/AppliedToCurrentYear019890
IRS990PF/UndistributedIncome/AppliedToYear1028965
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted043736
IRS990PF/UndistributedIncome/QualifyingDistributions048855
IRS990PF/UndistributedIncome/UndistributedIncomeCY023846
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear028965
LegalFeesSchedule/LegalFees/Amount0375
LegalFeesSchedule/LegalFees/Category0INDIRECT LEGAL FEES
LegalFeesSchedule/LegalFees/DisbursementsCharitablePrps0188
LegalFeesSchedule/LegalFees/NetInvestmentIncome0187
OtherExpensesSchedule/OtherExpenses/Description0EXPENSES
OtherExpensesSchedule/OtherExpenses/Description1COURT COSTS
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps05
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome05
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks010
TaxesSchedule/Taxes/Amount0263
TaxesSchedule/Taxes/Category0EXCISE TAX
ReturnHeader/BuildTS02015-12-30 17:16:21Z
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/DateSigned02013-07-11
ReturnHeader/Officer/Name0JOHN WALZ
ReturnHeader/Officer/Phone03197539136
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/Preparer/DatePrepared02013-07-10
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/Name0MICHAEL W DICK
ReturnHeader/Preparer/Phone03197526348
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-07-01
ReturnHeader/TaxPeriodEndDate02013-06-30
ReturnHeader/TaxYear02012

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$825,619
Liabilities
$0
Net assets
$825,619
Revenue
$42,593
Expenses
$53,407
Net income
-$10,814
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