Civic Intelligence

Stephen E Pocztowski Memorial Scholarship Fund

990EZ • Fiscal year 2018 • EIN 26-3504751

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 08, 2019

1645 W Jackson Blvd No 700Chicago, IL 60612

(312) 738-2800

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

85th percentile

33%

Higher net margin than 85% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

40th percentile

-2.6%

Faster asset growth than 40% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

58th percentile

6.0%

Faster revenue growth than 58% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$194,295

Down $5,105 (-2.6%) from 2017

Net Assets

Up

$194,295

Up $120,036 (+162%) from 2017

Liabilities

Down

$0

Down $125,141 (-100%) from 2017

Revenue

Up

$93,460

Up $5,286 (+6.0%) from 2017

Expenses

Up

$62,741

Up $15,411 (+33%) from 2017

Net Income

Down

$30,719

Down $10,125 (-25%) from 2017

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2017: $199,400Liabilities 2017: $125,141Net Assets 2017: $74,2592017Assets 2018: $194,295Liabilities 2018: $0Net Assets 2018: $194,2952018Assets 2019: $231,554Liabilities 2019: $0Net Assets 2019: $231,5542019Assets 2020: $272,826Liabilities 2020: $0Net Assets 2020: $272,8262020Assets 2021: $312,106Liabilities 2021: $0Net Assets 2021: $312,1062021Assets 2022: $410,313Liabilities 2022: $675Net Assets 2022: $409,6382022Assets 2023: $456,768Liabilities 2023: $675Net Assets 2023: $456,0932023Assets 2024: $522,925Liabilities 2024: $3,925Net Assets 2024: $519,0002024

Highlighted filing

2018

Assets$194,295
Liabilities$0
Net Assets$194,295

Operations Trend

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

$150K$100K$50K$0Revenue 2017: $88,174Expenses 2017: $47,330Net Income 2017: $40,8442017Revenue 2018: $93,460Expenses 2018: $62,741Net Income 2018: $30,7192018Revenue 2019: $82,500Expenses 2019: $45,241Net Income 2019: $37,2592019Revenue 2020: $84,570Expenses 2020: $43,298Net Income 2020: $41,2722020Revenue 2021: $77,600Expenses 2021: $38,320Net Income 2021: $39,2802021Revenue 2022: $139,458Expenses 2022: $41,926Net Income 2022: $97,5322022Revenue 2023: $86,181Expenses 2023: $39,726Net Income 2023: $46,4552023Revenue 2024: $100,658Expenses 2024: $37,751Net Income 2024: $62,9072024

Highlighted filing

2018

Revenue$93,460
Expenses$62,741
Net Income$30,719
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 8, 2019
Return Version
2018v3.1
Gross Receipts
$93,460
Mission and Program Overview

Mission

To provide scholarships to student children and grandchildren of members of the international brotherhood of teamsters local 705

Program Services

DescriptionGrantsExpenses
PROVIDE SCHOLARSHIPS TO CHILDREN AND GRANDCHILDREN OF MEMBERS OF THE INTERNATIONAL BROTHERHOOD OF TEAMSTERS LOCAL 705$41,216$62,742
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SANTOS M MARINEZTrustee-$0--
KIMBERLY OBNEYTrustee-$0--
SCOTT W REINTrustee-$0--
JOSEPH M BAKESRecording Secretary-$0--
GREGORY R FOSTERVice President-$0--
JUAN C CAMPOSSecretary-Treasurer-$0--
KENNETH EMANUELSONPresident-$0--
Filing and Contact Details

Filer

Filer Name
Stephen E Pocztowski Memorial
EIN
26-3504751
Phone
3127382800
Address
1645 W JACKSON BLVD NO 700, CHICAGO, IL 60612

Signing Officer

Name
Juan C Campos
Title
Secretary-treasurer
Phone
3127382800
Signed
2019-11-08
Discuss with paid preparer
Yes

Preparer

Firm
Graff Ballauer & Blanski Pc
Address
2 NORTHFIELD PLAZA SUITE 200, NORTHFIELD, IL 60093
Preparer
Michael Blanski
Phone
8478812540
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: various. Amount given: 41,216.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: business registration fees. Amount: 15. Description: accounting fees. Amount: 1,500. Description: supplies. Amount: 320. Description: expenses for poker event. Amount: 19,690. Total to form 990-ez, line 16: 21,525.

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

Description: prior period adjustment - reclass scholarship reserve liability. Amount: 122,141. Description: prior period adjustment - reclass other liability. Amount: 3,000. Description: prior period adjustment - reclass other assets. Amount: -35,823. Description: prior period rounding adjustment. Amount: -1. Total to form 990-ez, line 20: 89,317.

Form 990-ez, Part II, Line 24 - Other Assets

Description: unrestricted net assets. Beg. Of year amount: 35,823. End of year amount: 0.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: scholarship reserve. Beg. Of year amount: 122,141. End of year amount: 0. Description: other. Beg. Of year amount: 3,000. End of year amount: 0.

Raw XML Appendix171 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SANTOS M MARINEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KIMBERLY OBNEY
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JOSEPH M BAKES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4GREGORY R FOSTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JUAN C CAMPOS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6KENNETH EMANUELSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3RECORDING SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SECRETARY-TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6PRESIDENT
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
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IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
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IRS990EZ/OtherExpensesTotalAmt021525
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IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE SCHOLARSHIPS TO STUDENT CHILDREN AND GRANDCHILDREN OF MEMBERS OF THE INTERNATIONAL BROTHERHOOD OF TEAMSTERS LOCAL 705
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IRS990EZ/TypeOfOrganizationOtherDesc0SCHOLARSHIP FUND
IRS990EZ/TypeOfOrganizationOtherInd0X
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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0255351
IRS990ScheduleA/TotalSupportAmt0255351
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY CLASSIFICATION: . GRANTEE NAME: VARIOUS. AMOUNT GIVEN: 41,216.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: BUSINESS REGISTRATION FEES. AMOUNT: 15. DESCRIPTION: ACCOUNTING FEES. AMOUNT: 1,500. DESCRIPTION: SUPPLIES. AMOUNT: 320. DESCRIPTION: EXPENSES FOR POKER EVENT. AMOUNT: 19,690. TOTAL TO FORM 990-EZ, LINE 16: 21,525.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: PRIOR PERIOD ADJUSTMENT - RECLASS SCHOLARSHIP RESERVE LIABILITY. AMOUNT: 122,141. DESCRIPTION: PRIOR PERIOD ADJUSTMENT - RECLASS OTHER LIABILITY. AMOUNT: 3,000. DESCRIPTION: PRIOR PERIOD ADJUSTMENT - RECLASS OTHER ASSETS. AMOUNT: -35,823. DESCRIPTION: PRIOR PERIOD ROUNDING ADJUSTMENT. AMOUNT: -1. TOTAL TO FORM 990-EZ, LINE 20: 89,317.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: UNRESTRICTED NET ASSETS. BEG. OF YEAR AMOUNT: 35,823. END OF YEAR AMOUNT: 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: SCHOLARSHIP RESERVE. BEG. OF YEAR AMOUNT: 122,141. END OF YEAR AMOUNT: 0. DESCRIPTION: OTHER. BEG. OF YEAR AMOUNT: 3,000. END OF YEAR AMOUNT: 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02020-01-14 16:20:31Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY-TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03127382800
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0STEPHEN E POCZTOWSKI MEMORIAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SCHOLARSHIP FUND
ReturnHeader/Filer/BusinessNameControlTxt0STEP
ReturnHeader/Filer/EIN0263504751
ReturnHeader/Filer/PhoneNum03127382800
ReturnHeader/Filer/USAddress/AddressLine1Txt01645 W JACKSON BLVD NO 700
ReturnHeader/Filer/USAddress/CityNm0CHICAGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
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ReturnHeader/FilingSecurityInformation/IPDt02019-11-08
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ReturnHeader/FilingSecurityInformation/IPTm016:42:49
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0363331802
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GRAFF BALLAUER & BLANSKI PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02 NORTHFIELD PLAZA SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NORTHFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060093
ReturnHeader/PreparerPersonGrp/PhoneNum08478812540
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL BLANSKI
ReturnHeader/ReturnTs02019-11-08T16:44:36-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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