Civic Intelligence

Stephen E Pocztowski Memorial Scholarship Fund

990EZ • Fiscal year 2023 • EIN 26-3504751

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 05, 2024

1645 W Jackson Blvd 700Chicago, IL 60612

(312) 738-2800

Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

Higher debt load relative to assets than 61% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

66th percentile

0.01x

Higher debt load relative to revenue than 66% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

91st percentile

54%

Higher net margin than 91% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

65th percentile

11%

Faster asset growth than 65% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

15th percentile

-38%

Faster revenue growth than 15% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$456,768

Up $46,455 (+11%) from 2022

Net Assets

Up

$456,093

Up $46,455 (+11%) from 2022

Liabilities

Flat

$675

Flat from 2022

Revenue

Down

$86,181

Down $53,277 (-38%) from 2022

Expenses

Down

$39,726

Down $2,200 (-5.2%) from 2022

Net Income

Down

$46,455

Down $51,077 (-52%) from 2022

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

2023

Assets$456,768
Liabilities$675
Net Assets$456,093

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

2023

Revenue$86,181
Expenses$39,726
Net Income$46,455
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 5, 2024
Return Version
2023v5.1
Gross Receipts
$86,181
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$0$0
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 700, CHICAGO, IL 60612

Signing Officer

Name
Juan C Campos
Title
Secretary-treasurer
Phone
3127382800
Signed
2024-11-05
Discuss with paid preparer
Yes

Preparer

Firm
Graff Blanski & Kim 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: 28,500.

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

Description: business registration fees. Amount: 135. Description: accounting fees. Amount: 1,354. Description: supplies. Amount: 5,400. Description: aboc investment fees. Amount: 451. Description: bank service charge. Amount: 32. Description: expenses for poker event (other cost). Amount: 3,854. Total to form 990-ez, line 16: 11,226.

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

Description: marketable securities. Beg. Of year amount: 231,169. End of year amount: 231,169. Description: other assets. Beg. Of year amount: 32,979. End of year amount: 32,979. Description: other assets - unrestricted net assets. Beg. Of year amount: 0. End of year amount: 99,968.

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

Description: account payable. Beg. Of year amount: 675. End of year amount: 675.

Raw XML Appendix166 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0SAN JUANITA GONZALEZ
IRS990EZ/BooksInCareOfDetail/PhoneNum03127382800
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01645 W JACKSON BLVD SUITE 700
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CHICAGO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd060612
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0146165
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt092652
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt086181
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt046455
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0410313
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0456768
IRS990EZ/GrantsAndSimilarAmountsPaidAmt028500
IRS990EZ/GrossReceiptsAmt086181
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0409638
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0456093
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0409638
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0456093
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SANTOS M MARINEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KIMBERLY OBNEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SCOTT W REIN
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
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0264148
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0364116
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt011226
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE SCHOLARSHIPS TO STUDENT CHILDREN AND GRANDCHILDREN OF MEMBERS OF THE INTERNATIONAL BROTHERHOOD OF TEAMSTERS LOCAL 705
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE SCHOLARSHIPS TO CHILDREN AND GRANDCHILDREN OF MEMBERS OF THE INTERNATIONAL BROTHERHOOD OF TEAMSTERS LOCAL 705
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IL
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0675
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0675
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt039726
IRS990EZ/TotalRevenueAmt086181
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationOtherDesc0SCHOLARSHIP FUND
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt086181
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0139458
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt077600
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt084570
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt082500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0470309
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0470309
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt086181
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0139458
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt077600
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt084570
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt082500
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0470309
IRS990ScheduleA/TotalSupportAmt0470309
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY CLASSIFICATION: . GRANTEE NAME: VARIOUS. AMOUNT GIVEN: 28,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: BUSINESS REGISTRATION FEES. AMOUNT: 135. DESCRIPTION: ACCOUNTING FEES. AMOUNT: 1,354. DESCRIPTION: SUPPLIES. AMOUNT: 5,400. DESCRIPTION: ABOC INVESTMENT FEES. AMOUNT: 451. DESCRIPTION: BANK SERVICE CHARGE. AMOUNT: 32. DESCRIPTION: EXPENSES FOR POKER EVENT (OTHER COST). AMOUNT: 3,854. TOTAL TO FORM 990-EZ, LINE 16: 11,226.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: MARKETABLE SECURITIES. BEG. OF YEAR AMOUNT: 231,169. END OF YEAR AMOUNT: 231,169. DESCRIPTION: OTHER ASSETS. BEG. OF YEAR AMOUNT: 32,979. END OF YEAR AMOUNT: 32,979. DESCRIPTION: OTHER ASSETS - UNRESTRICTED NET ASSETS. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 99,968.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: ACCOUNT PAYABLE. BEG. OF YEAR AMOUNT: 675. END OF YEAR AMOUNT: 675.
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 II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 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/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JUAN C CAMPOS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY-TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03127382800
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-05
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 700
ReturnHeader/Filer/USAddress/CityNm0CHICAGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060612
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0363331802
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GRAFF BLANSKI & KIM 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/ReturnTs02024-11-08T09:58:46-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings