Civic Intelligence

Rudolf Steiner Charitable Trust

990PF • Fiscal year 2019 • EIN 23-6298220

Jan 01, 2019 to Dec 31, 2019 • Filed on May 14, 2020

240 Bernard DriveKing of Prussia, PA 19406

(610) 265-6958

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

16th percentile

-26%

Higher net margin than 16% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

23rd percentile

-3.5%

Faster asset growth than 23% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

95th percentile

161%

Faster revenue growth than 95% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Assets

Down

$1,157,151

Down $42,201 (-3.5%) from 2018

Net Assets

Down

$1,157,151

Down $42,201 (-3.5%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Up

$164,283

Up $101,367 (+161%) from 2018

Expenses

Up

$206,484

Up $57,509 (+39%) from 2018

Net Income

Up

-$42,201

Up $43,858 (+51%) from 2018

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2013: $1,875,782Liabilities 2013: $0Net Assets 2013: $1,875,7822013Assets 2015: $1,530,618Liabilities 2015: $0Net Assets 2015: $1,530,6182015Assets 2016: $1,452,214Liabilities 2016: $0Net Assets 2016: $1,452,2142016Assets 2017: $1,361,582Liabilities 2017: $0Net Assets 2017: $1,361,5822017Assets 2018: $1,199,352Liabilities 2018: $0Net Assets 2018: $1,199,3522018Assets 2019: $1,157,151Liabilities 2019: $0Net Assets 2019: $1,157,1512019Assets 2020: $1,071,535Liabilities 2020: $0Net Assets 2020: $1,071,5352020Assets 2021: $984,936Liabilities 2021: $0Net Assets 2021: $984,9362021Assets 2022: $930,012Liabilities 2022: $0Net Assets 2022: $930,0122022Assets 2023: $6,830,628Liabilities 2023: $0Net Assets 2023: $6,830,6282023Assets 2024: $6,780,712Liabilities 2024: $0Net Assets 2024: $6,780,7122024

Highlighted filing

2019

Assets$1,157,151
Liabilities$0
Net Assets$1,157,151

Operations Trend

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2013: $61,280Expenses 2013: $233,882Net Income 2013: -$172,6022013Revenue 2015: $98,178Expenses 2015: $180,101Net Income 2015: -$81,9232015Revenue 2016: $107,950Expenses 2016: $165,551Net Income 2016: -$57,6012016Revenue 2017: $102,781Expenses 2017: $156,001Net Income 2017: -$53,2202017Revenue 2018: $62,916Expenses 2018: $148,975Net Income 2018: -$86,0592018Revenue 2019: $164,283Expenses 2019: $206,484Net Income 2019: -$42,2012019Revenue 2020: $108,234Expenses 2020: $193,850Net Income 2020: -$85,6162020Revenue 2021: $111,019Expenses 2021: $197,618Net Income 2021: -$86,5992021Revenue 2022: $121,173Expenses 2022: $176,097Net Income 2022: -$54,9242022Revenue 2023: $6,154,099Expenses 2023: $254,153Net Income 2023: $5,899,9462023Revenue 2024: $390,234Expenses 2024: $440,150Net Income 2024: -$49,9162024

Highlighted filing

2019

Revenue$164,283
Expenses$206,484
Net Income-$42,201
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 14, 2020
Return Version
2019v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Tieman M WoutersenTrustee-$0--
Stephen UsherPresident/Trustee-$0--
Patrice MaynardTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Rudolf Steiner Charitable Trust
EIN
23-6298220
Phone
6102656958
Address
240 Bernard Drive, King of Prussia, PA 19406

Signing Officer

Name
Stephen E Usher
Title
Trustee
Phone
6102656958
Signed
2020-05-14

Preparer

Firm
H & T Tax Services Inc
Address
453 Ashton Drive, King of Prussia, PA 19406
Preparer
Anthony Wadyko
Phone
4845502796
Raw XML Appendix372 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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IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0NA
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0false
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0Stephen E Usher
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt020 Coach House Road
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Austin
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd078737
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0PA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum05122886130
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0Please see listing of contributions made in Part XV
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt0197773
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NONE
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0Letter describing project to be funded plus budget; prior years tax return.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0Stephen E Usher
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum05122886130
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt020 Coach House Road
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Austin
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd078737
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0Charter limits gifts to organizations or institutions who's work is based
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0October 30th of each calendar year
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0197773
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Advised Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Rudolf Steiner Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0P O Box 29915
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0San Francisco
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd094129
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NA
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0197773
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0105899
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0105685
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0145000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0150000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0142722
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0105685
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0529810
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0197773
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0145000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0150000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt037037
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0197773
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0197773
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0529810
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0437722
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0214
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt135979
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Tax Deposit
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1RSF SOCIAL INV. FUND Inc.
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt16418
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt16418
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt03219
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVEST FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVEST FEES: ASTEN HOLDINGS
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt03219
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03219
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt01179
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt163
TaxesSchedule/TaxesDetail/Amt01179
TaxesSchedule/TaxesDetail/Amt163
TaxesSchedule/TaxesDetail/CategoryTxt0Income Tax
TaxesSchedule/TaxesDetail/CategoryTxt1Foreign Tax
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01179
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt163
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Stephen E Usher
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum06102656958
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Rudolf Steiner Charitable Trust
ReturnHeader/Filer/BusinessNameControlTxt0RUDO
ReturnHeader/Filer/EIN0236298220
ReturnHeader/Filer/PhoneNum06102656958
ReturnHeader/Filer/USAddress/AddressLine1Txt0240 Bernard Drive
ReturnHeader/Filer/USAddress/CityNm0King of Prussia
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019406
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0B1F6BB7E206C8E529644D3E47DB39F0C84A2CF8A
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0B1F6BB7E206C8E529644D3E47DB39F0C84A2CF8A
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0100.14.88.2
ReturnHeader/FilingSecurityInformation/IPDt02020-11-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm006:51:21
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0H & T Tax Services Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0453 Ashton Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0King of Prussia
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019406
ReturnHeader/PreparerPersonGrp/PhoneNum04845502796
ReturnHeader/PreparerPersonGrp/PreparationDt02020-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Anthony Wadyko
ReturnHeader/ReturnTs02020-11-13T06:51:29-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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