Civic Intelligence

Josephine Ecklund Petrie & Charles a Petrie Memorial Scholarship Trust

990PF • Fiscal year 2021 • EIN 32-6050918

Jan 01, 2021 to Dec 31, 2021 • Filed on May 05, 2022

Organization Profile
CO V Roushar 144 S Uncompahgre AMontrose, CO 81401-3966

(970) 275-9714

Siviq Scores

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

Liabilities / Assets

75th percentile

0.14x

Higher debt load relative to assets than 75% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

93rd percentile

1.27x

Higher debt load relative to revenue than 93% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Net Margin

17th percentile

-15%

Higher net margin than 17% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

59th percentile

$4,306

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 7.3% of source-year revenue.

2021 filings • $500k-$1M nonprofits • Source year 2021

Asset Growth

36th percentile

1.8%

Faster asset growth than 36% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

72nd percentile

50%

Faster revenue growth than 72% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets75th percentile

Assets

Up

$528,784

Up $9,337 (+1.8%) from 2020

Net Assets

Down

$453,519

Down $8,928 (-1.9%) from 2020

Liabilities

Up

$75,265

Up $18,265 (+32%) from 2020

Revenue And Expenses
Liabilities / Revenue93rd percentileNet Margin17th percentile

Revenue

Up

$59,372

Up $19,730 (+50%) from 2020

Expenses

Up

$68,300

Up $1,422 (+2.1%) from 2020

Net Income

Up

-$8,928

Up $18,308 (+67%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

$600K$400K$200K$0Assets 2011: $456,682Liabilities 2011: $24,217Net Assets 2011: $432,4652011Assets 2012: $456,484Liabilities 2012: $32,390Net Assets 2012: $424,0942012Assets 2013: $474,053Liabilities 2013: $24,576Net Assets 2013: $449,4772013Assets 2014: $481,456Liabilities 2014: $32,000Net Assets 2014: $449,4562014Assets 2015: $472,754Liabilities 2015: $16,000Net Assets 2015: $456,7542015Assets 2016: $479,257Liabilities 2016: $36,545Net Assets 2016: $442,7122016Assets 2017: $485,731Liabilities 2017: $24,000Net Assets 2017: $461,7312017Assets 2019: $514,065Liabilities 2019: $24,382Net Assets 2019: $489,6832019Assets 2020: $519,447Liabilities 2020: $57,000Net Assets 2020: $462,4472020Assets 2021: $528,784Liabilities 2021: $75,265Net Assets 2021: $453,5192021Assets 2022: $522,798Liabilities 2022: $90,000Net Assets 2022: $432,7982022

Highlighted filing

2021

Assets$528,784
Liabilities$75,265
Net Assets$453,519
Open 2021 Filing

Operations Trend

Revenue Growth72nd percentile

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

$100K$50K$0-$50KExpenses 2011: $36,6912011Expenses 2012: $27,8902012Revenue 2013: $28,777Expenses 2013: $3,394Net Income 2013: $25,3832013Revenue 2014: $36,397Expenses 2014: $36,418Net Income 2014: -$212014Revenue 2015: $34,876Expenses 2015: $27,578Net Income 2015: $7,2982015Revenue 2016: $31,760Expenses 2016: $45,802Net Income 2016: -$14,0422016Revenue 2017: $31,962Expenses 2017: $12,943Net Income 2017: $19,0192017Revenue 2019: $45,084Expenses 2019: $5,371Net Income 2019: $39,7132019Revenue 2020: $39,642Expenses 2020: $66,878Net Income 2020: -$27,2362020Revenue 2021: $59,372Expenses 2021: $68,300Net Income 2021: -$8,9282021Revenue 2022: $47,840Expenses 2022: $68,566Net Income 2022: -$20,7262022

Highlighted filing

2021

Revenue$59,372
Expenses$68,300
Net Income-$8,928
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 5, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay59th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
VICTOR T ROUSHARTrustee-$4,306-$4,306
BRANDON E KELTZTrustee-$750-$750
CHARLES J VIDMARTrustee-$750-$750
Filing and Contact Details

Filer

Filer Name
Josephine Ecklund Petrie & Charles a
EIN
32-6050918
Phone
9702759714
Address
CO V ROUSHAR 144 S UNCOMPAHGRE A, MONTROSE, CO 81401-3966

Signing Officer

Name
Victor T Roushar
Title
Trustee
Phone
9702759714
Signed
2022-05-05
Discuss with paid preparer
Yes

Preparer

Firm
Donald R Moreland & Associates Pc
Address
1675 EAST NIAGARA ROAD, MONTROSE, CO 81401
Preparer
Donald R Moreland
Phone
9702493424
Raw XML AppendixShowing 400 of 422 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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GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0JOSEPHINE ECKLUND PETRIE AND CHARLES A. PETRIE MEMORIAL SCHOLARSHIP APPLICATIONSTUDENT'S NAME:ADDRESS:DATE OF BIRTH:SOCIAL SECURITY NUMBER:GRADE POINT AVERAGE (THRU 1ST SEMESTER SENIOR YEAR):COLLEGE OR UNIVERSITY WHICH APPLICANT PLANS TO ATTEND:PLANNED MAJOR OR FIELD OF STUDY:LIST HONORS AND AWARDS RECEIVED - IN AND OUT OF SCHOOL:LIST OFFICES HELD IN SCHOOL OR OTHER ORGANIZATIONS:EXTRACURRICULAR ACTIVITIES - IN AND OUT OF SCHOOL:EMPLOYMENT RECORD - WHEN, WHERE, FOR WHOM AND NATURE OF WORK:ATTACH LETTER OF RECOMMENDATION FROM HIGH SCHOOL TEACHER OR ADVISOR. PLEASE ATTACH A COPY OF YOUR HIGH SCHOOL TRANSCRIPT AND NOTIFICATION OF SAT/ACT SCORES.STATE BELOW WHY YOU BELIEVE YOU ARE A DESERVING CANDIDATE FOR THIS SCHOLARSHIP. ALSO STATE WHY YOU WISH TO PURSUE AN ADVANCED EDUCATION AND THE MAJOR COURSE OF STUDY YOU HAVE INDICATED ON THIS APPLICATION:
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0VICTOR T ROUSHAR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1BRANDON E KELTZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2CHARLES J VIDMAR
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt262755 HIGHWAY 90
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MONTROSE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1MONTROSE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2MONTROSE
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IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt042000
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IRS990PF/PrivateOperatingFoundationsGrp/LargestSupportFromEOGrp/TotalAmt00
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IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/TotalAmt087241
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/Year1Amt019861
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/Year2Amt024837
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/Year3Amt020543
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IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/TotalAmt074155
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/Year1Amt016882
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/Year2Amt021111
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/Year3Amt017462
IRS990PF/PrivateOperatingFoundationsGrp/PublicSupportType/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/CurrentYearAmt042000
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/TotalAmt0113000
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year1Amt027000
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year2Amt022000
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year3Amt022000
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/CurrentYearAmt042000
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/TotalAmt0113000
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IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year2Amt022000
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year3Amt022000
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriNotUsedDrtGrp/CurrentYearAmt00
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriNotUsedDrtGrp/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriNotUsedDrtGrp/Year1Amt00
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriNotUsedDrtGrp/Year2Amt00
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriNotUsedDrtGrp/Year3Amt00
IRS990PF/PrivateOperatingFoundationsGrp/Section4942j3Ind0X
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsGrp/TotalAmt00
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IRS990PF/PrivateOperatingFoundationsGrp/TotalSupportGrp/TotalAmt00
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IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/TotalAmt083403
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year1Amt021668
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year2Amt019775
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year3Amt019314
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt08
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0SALES OF INVESTMENTS TO ACCOMPLISH EXEMPT PURPOSE
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd01
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0VICTOR T ROUSHAR
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0144 S UNCOMPAHGRE AVENUE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MONTROSE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0814013966
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CO
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum09702759714
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd01
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0PROVIDED SCHOLARSHIPS TO QUALIFIED RECIPIENTS FOR COLLEGE FOR $12,000 TO $15,000 PER ACADEMIC YEAR, RENEWABLE FOR UP TO 4 YEARS.
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0MONITORED PROGRESS/ACHIEVEMENTS OF SCHOLARSHIP RECIPIENT IN COLLEGE
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt042000
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0VICTOR T ROUSHAR
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum09702494531
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0144 S UNCOMPAHGRE AVE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0MONTROSE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0CO
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd0814013966
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0GRADUATE OF A MONTROSE COUNTY HIGH SCHOOL IN TOP 25% ACADEMICALLY OF GRADUATING CLASS.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0PRIOR TO END OF SCHOOL YEAR
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt030000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt145000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt0COLLEGE SCHOLARSHIPCOLLEGE TUITION & EXPENSE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt1COLLEGE SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientPersonNm0OLIVIA HAGAN
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientPersonNm1GAVIN HALL
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt0NO RELATION
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt1NO RELATION
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt015284 6165 ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt14623 5700 ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm0MONTROSE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm1OLATHE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd0CO
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd1CO
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd081403
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd181425
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt015000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt112000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt215000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0COLLEGE TUITION & EXPENSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1COLLEGE TUITION & EXPENSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2COLLEGE TUITION & EXPENSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0OLIVIA HAGAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1TAYLOR KETTELL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2GAVIN HALL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NO RELATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NO RELATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NO RELATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt015284 6165 ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt13743 BUFFALO LANE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt24623 5700 ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MONTROSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1MONTROSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2OLATHE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd081403
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd181403
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd281425
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt075000
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt042000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt00
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0EXCISE TAX PAYABLE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt0265
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt10
TaxesSchedule/TaxesDetail/Amt0179
TaxesSchedule/TaxesDetail/Amt1825
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1INCOME TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0VICTOR T ROUSHAR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09702759714
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOSEPHINE ECKLUND PETRIE & CHARLES A
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0PETRIE MEMORIAL SCHOLARSHIP TRUST

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$528,784
Liabilities
$75,265
Net assets
$453,519
Revenue
$59,372
Expenses
$68,300
Net income
-$8,928
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.23$0.90$4.33$0.48$0.69$0.21
2021Detailed filing. Detailed filing data is available for this year.$5.29$0.75$4.54$0.59$0.68$0.09
2020Detailed filing. Detailed filing data is available for this year.$5.19$0.57$4.62$0.40$0.67$0.27
2019Detailed filing. Detailed filing data is available for this year.$5.14$0.24$4.90$0.45$0.05$0.40
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.86$0.24$4.62$0.32$0.13$0.19
2016Detailed filing. Detailed filing data is available for this year.$4.79$0.37$4.43$0.32$0.46$0.14
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.73$0.16$4.57$0.35$0.28$0.07
2014Detailed filing. Detailed filing data is available for this year.$4.81$0.32$4.49$0.36$0.36$0.00
2013Detailed filing. Detailed filing data is available for this year.$4.74$0.25$4.49$0.29$0.03$0.25
2012Detailed filing. Detailed filing data is available for this year.$4.56$0.32$4.24$0.28
2011Detailed filing. Detailed filing data is available for this year.$4.57$0.24$4.32$0.37